2025-11-13T09:59:40-06:00 2024-12-31 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVE STE 300 INDIANAPOLIS IN 46204 990 2024-01-01 776181508 KAY TRUST CO TWIN LAKES BAPTIST CHURCH TRUSTEE KAYT 8314653322 2701 CABRILLO COLLEGE DRIVE APTOS CA 95003 LEONARD DUECK VICE PRESIDENT/CFO 8314653322 2025-11-13 1 0 ANDREA SALAMY P00705827 5055022746 2025-11-12 2024 2025-03-06 01:10:19Z RENE SCHLAEPFER 2701 CABRILLO COLLEGE DRIVE APTOS CA 95003 368671 0 X N/A X 1990 CA THE KAY TRUST IS TO PROVIDE SCHOLARSHIPS FOR AT LEAST 600 CAMPER DAYS PER YEAR. 1 0 0 8 0 0 0 0 0 0 133485 54511 0 0 133485 54511 131957 161855 0 0 0 0 0 0 0 31375 33913 163332 195768 -29847 -141257 1666818 1783094 10458 8843 1656360 1774251 AS PER COURT ORDER THE KAY TRUST IS TO PROVIDE SCHOLARSHIPS FOR AT LEAST 600 CAMPER DAYS PER YEAR FOR UNDERPRIVILEGED CHILDREN IN SANTA CRUZ COUNTY ON A PERPETUAL BASIS AS LONG AS TRUST FUNDS ARE AVAILABLE. 0 0 180043 161855 CONTRIBUTED FUNDING TOWARD CAMP COSTS FOR UNDERPRIVILEGED MINOR CHILDREN 180043 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X LEONARD DUECK 8314653322 2701 CABRILLO COLLEGE DRIVE APTOS CA 95003 TWIN LAKES BAPTIST CHURCH TRUSTEE 1.00 X 24188 0 0 RENE SCHLAEPFER PRESIDENT 1.00 40.00 X 0 103314 116052 LEONARD DUECK VICE PRESIDENT/CFO 1.00 40.00 X 0 107865 8440 VALERIE WEBB SECRETARY 1.00 40.00 X 0 59583 49635 24188 270762 174127 0 0 1 0 0 33709 33709 334962 314160 20802 20802 20802 54511 0 0 54511 161855 161855 9725 9725 SCHOLARSHIP SERVICES 18188 18188 TRUSTEE FEES 6000 6000 195768 180043 15725 0 79852 9559 1277796 1416042 309170 357493 1666818 1783094 10458 8843 10458 8843 X 1656360 1774251 1656360 1774251 1666818 1783094 -141257 259148 0 X 0 1 X 1 0 X X X 1 TWIN LAKES BAPTIST CHURCH 941251128 1 1 161885 0 1 161885 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 INVESTMENTS IN FIXED INCOME 357493 F 357493 1 TWIN LAKES CHURCH 2701 CABRILLO COLLEGE DR APTOS CA 95003 941251128 501(C)(3) 161855 0 SCHOLARSHIPS 1 0 PART I, LINE 2: THE TRUST AND ITS TRUSTEE, TWIN LAKES BAPTIST CHURCH ARE RELATED, AND THE TRUST IS AWARE OF THE USE OF THE FUNDS BY THE CHURCH TO ISSUE SCHOLARSHIPS TO THE CAMPERS THROUGH COMMON MANAGEMENT. ADDITIONALLY, THE FINANCIAL RECORDS OF BOTH THE TRUST AND THE CHURCH ARE MANAGED AT THE SAME LOCATION. 0 0 0 0 0 0 0 0 0 RENE SCHLAEPFER PRESIDENT 0 102964 0 350 0 0 0 31114 0 84938 0 219366 0 0 FORM 990, PART I, LINE I KAY TRUST IS EXEMPT FROM FILING FORM 990 AS A RELIGIOUS ORGANIZATION, BUT CHOOSES TO FILE VOLUNTARILY. FORM 990, PART VI, SECTION A, LINE 7A TWIN LAKES BAPTIST CHURCH (TLC), IS THE TRUSTEE. THE BOARD OF TLC APPOINTS A COMMITTEE TO OVERSEE THE TRUSTS ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. THEREFORE, THIS LINE WAS ANSWERED NO IN ACCORDANCE WITH THE INSTRUCTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED IN DETAIL BY THE ORGANIZATION'S FINANCE COMMITTEE. THE REVIEWED FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL OFFICERS AND BOARD MEMBERS TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE. THE BOARD SECRETARY IS RESPONSIBLE FOR REVIEWING THE SIGNED STATEMENTS AND ENSURING THAT INTERESTED PERSONS ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE BOARD MEMBER OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DELIBERATION OR DECISION WITH REGARD TO MATTERS AFFECTED BY THE RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15 15A: THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS, BOARD MEMBERS OR KEY EMPLOYEES. THEREFORE, THESE LINES WERE ANSWERED NO IN ACCORDANCE WITH THE INSTRUCTIONS. 15B: SEE NARRATIVE FOR FORM 990, PART VI, LINE 15A FORM 990, PART VI, SECTION C, LINE 19 THE TRUST MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST TWIN LAKES CHURCH 2701 CABRILLO COLLEGE DR APTOS CA 95003 941251128 CHURCH CA 501(C)(3) PUBLIC CHA LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0