Nonprofit · EIN 06-0706508
KINGSLEY TRUST ASSOCIATION
Tax-exempt · NEW HAVEN, CT 06520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $679,615 | $593,302 | $86,313 | $17,272,364 | $16,543 | $17,255,821 |
| May 31, 2024 | 990 | $576,656 | $533,870 | $42,786 | $16,008,319 | $36,036 | $15,972,283 |
| May 31, 2023 | 990 | $756,937 | $631,145 | $125,792 | $14,226,919 | $45,094 | $14,181,825 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $190,603
- Program service revenue
- $0
- Investment income
- $489,012
- Net gain from sales of assets
- $88,166
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $11,500
- Other salaries and wages
- $146,755
- Salaries, compensation and benefits (total)
- $157,982
- Professional fundraising fees
- $0
- Legal fees
- $2,310
- Accounting fees
- $27,637
- Occupancy
- $125,135
- Travel
- $8,238
- Depreciation
- $78,518
- Program services (functional)
- $577,227
- Management and general (functional)
- $14,783
- Fundraising (functional)
- $1,292
Balance sheet and other
- Total assets, start of year
- $16,008,319
- Total assets, end of year
- $17,272,364
- Total liabilities, end of year
- $16,543
- Net assets, end of year
- $17,255,821
- Land, buildings and equipment
- $991,844
- Publicly traded securities
- $15,997,281
- Net assets without donor restrictions
- $17,255,821
- Gross receipts
- $961,449
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1860
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEONARD B SHAVEL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| REBECCA E CARTER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JEFFREY A MAYER | SECRETARY Trustee or director, Officer | 1 | $0 |
| FRANCISCO GONZALEZ-SCARANO | TREASURER Trustee or director, Officer | 1 | $0 |
| MICHELLE A HACKMAN | TRUSTEE Trustee or director | 1 | $0 |
| BENJAMIN S SOLARZ | TRUSTEE Trustee or director | 1 | $0 |
| TIFFANY GARDNER | TRUSTEE Trustee or director | 1 | $0 |
| ERIC CHUN | TRUSTEE Trustee or director | 1 | $0 |
| GRAHAM ANDERSON | TRUSTEE Trustee or director | 1 | $0 |
| MIGUEL G GONCALVES | TRUSTEE Trustee or director | 1 | $0 |
| VALENTINA GUERRERO | TRUSTEE Trustee or director | 1 | $0 |
| MARY TOBLER | TRUSTEE Trustee or director | 1 | $0 |
| JOHN BOCKSTOCE | TRUSTEE Trustee or director | 1 | $0 |
| YETUNDE I MEROE | TRUSTEE Trustee or director | 1 | $0 |
| VEDA HLUBINDA-COOK | TRUSTEE Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHA MUDRO | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEONARD B SHAVEL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| REBECCA E CARTER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JEFFREY A MAYER | SECRETARY Trustee or director, Officer | 1 | $0 |
| FRANCISCO GONZALEZ-SCARANO | TREASURER Trustee or director, Officer | 1 | $0 |
| MICHELLE A HACKMAN | TRUSTEE Trustee or director | 1 | $0 |
| BENJAMIN S SOLARZ | TRUSTEE Trustee or director | 1 | $0 |
| TIFFANY GARDNER | TRUSTEE Trustee or director | 1 | $0 |
| ERIC CHUN | TRUSTEE Trustee or director | 1 | $0 |
| GRAHAM ANDERSON | TRUSTEE Trustee or director | 1 | $0 |
| MIQUEL G GONCALVES | TRUSTEE Trustee or director | 1 | $0 |
| VALENTINA GUERRERO | TRUSTEE Trustee or director | 1 | $0 |
| MARY TOBLER | TRUSTEE Trustee or director | 1 | $0 |
| JOHN BOCKSTOCE | TRUSTEE Trustee or director | 1 | $0 |
| YETUNDE I MEROE | TRUSTEE Trustee or director | 1 | $0 |
| VEDA HLUBINDA-COOK | TRUSTEE Trustee or director | 1 | $0 |
| ASHA MUDRO | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended May 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEONARD B SHAVEL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| REBECCA E CARTER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JEFFREY A MAYER | SECRETARY Trustee or director, Officer | 1 | $0 |
| FRANCISCO GONZALEZ-SCARANO | TREASURER Trustee or director, Officer | 1 | $0 |
| MICHELLE A HACKMAN | TRUSTEE Trustee or director | 1 | $0 |
| BENJAMIN S SOLARZ | TRUSTEE Trustee or director | 1 | $0 |
| TIFFANY GARDNER | TRUSTEE Trustee or director | 1 | $0 |
| ERIC CHUN | TRUSTEE Trustee or director | 1 | $0 |
| GRAHAM ANDERSON | TRUSTEE Trustee or director | 1 | $0 |
| MIQUEL G GONCALVES | TRUSTEE Trustee or director | 1 | $0 |
| VALENTINA GUERRERO | TRUSTEE Trustee or director | 1 | $0 |
| MARY TOBLER | TRUSTEE Trustee or director | 1 | $0 |
| JOHN BOCKSTOCE | TRUSTEE Trustee or director | 1 | $0 |
| YETUNDE I MEROE | TRUSTEE Trustee or director | 1 | $0 |
| VEDA HLUBINDA-COOK | TRUSTEE Trustee or director | 1 | $0 |
| SARAH F RUSSELL | TRUSTEE Trustee or director | 1 | $0 |
| JAMES ROBERTSON | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1934 YALE STA, NEW HAVEN, CT 06520-0000
- Principal officer (990 for 2024)
- FRANCISCO GONZALEZ-SCARAN, C/O KINGSLEY TRUST PO BOX 9153, NEW HAVEN, CT 06532
- Signed the 990
- FRANCISCO GONZALEZ-SCARANO, TREASURER
- Phone
- (203) 468-0087
- Return prepared by
- CBIZ ADVISORS LLC
Mission
ACADEMIC SUPPORT; PROVIDING INTELLECTUAL AND CULTURAL IMPROVEMENT AND ACADEMIC ASSISTANCE FOR MEMBERS OF THE YALE UNIVERSITY COMMUNITY
Program accomplishments
- THE ASSOCIATION OPERATES SOLELY FOR THE BENEFIT OF YALE UNIV. BY SUPPORTING PROFESSORSHIPS, SCHOLARSHIPS, ACADEMIC PRIZES, PUBLICATIONS AND SCROLL & KEY,A SENIOR HONOR SOCIETY THAT OFFERS A FORMAL PROGRAM OF INTELLECTUAL EXPRESSION AND MENTORING BY DISTINGUISHED GRADUATESExpenses $577,227 · grants $11,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 06-0706508
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1927
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B43I)
- Assets (IRS master file)
- $17,272,364
- Income (IRS master file)
- $961,449
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $679,615 | $593,302 | $17,272,364 | XML |
| 990 | May 2024 | $576,656 | $533,870 | $16,008,319 | XML |
| 990 | May 2023 | $756,937 | $631,145 | $14,226,919 | XML |
| 990 | May 2022 | $294,178 | $578,513 | $14,881,769 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0706508).
Questions about KINGSLEY TRUST ASSOCIATION
- What is the EIN of KINGSLEY TRUST ASSOCIATION?
- The employer identification number (EIN) of KINGSLEY TRUST ASSOCIATION is 06-0706508.
- Is KINGSLEY TRUST ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1927.
- Are donations to KINGSLEY TRUST ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KINGSLEY TRUST ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of KINGSLEY TRUST ASSOCIATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KINGSLEY TRUST ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of KINGSLEY TRUST ASSOCIATION?
- The 990 for the year ended May 31, 2025 names FRANCISCO GONZALEZ-SCARAN.
- Who are the officers and directors of KINGSLEY TRUST ASSOCIATION?
- The 990 for the year ended May 31, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does KINGSLEY TRUST ASSOCIATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $679,615, expenses of $593,302 and total assets of $17,272,364 at year end.
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