Nonprofit · EIN 16-6456453
KINGSTON TRUST FUND
Also known as ORR LINDSAY W TTEE
Tax-exempt · KINGSTON, NY 12402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $39,454,625 | $35,355,677 | $4,098,948 | $40,958,631 | $2,696,790 | $38,261,841 |
| June 30, 2024 | 990 | $37,383,285 | $37,272,316 | $110,969 | $43,859,894 | $9,697,001 | $34,162,893 |
| June 30, 2023 | 990 | $34,877,168 | $34,988,155 | -$110,987 | $39,261,868 | $5,209,944 | $34,051,924 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $37,886,680
- Investment income
- $1,537,945
- Net rental income
- $3,600
- Other revenue
- $30,000
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $33,420,114
- Compensation of officers, directors and key employees
- $192,674
- Salaries, compensation and benefits (total)
- $225,255
- Professional fundraising fees
- $0
- Legal fees
- $18,000
- Accounting fees
- $38,418
- Occupancy
- $25,295
- Depreciation
- $5,754
Balance sheet and other
- Total assets, start of year
- $43,859,894
- Total assets, end of year
- $40,958,631
- Total liabilities, end of year
- $2,696,790
- Net assets, end of year
- $38,261,841
- Land, buildings and equipment
- $526,182
- Gross receipts
- $39,454,625
- Employees
- 2
- Year formed
- 1997
- State of legal domicile
- NY
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HUGH SPOLJARIC | FORMER EXECU Former | 60 | $0 | $404,997 |
| LAURI NACCARATO | EXECUTIVE DI Officer | 60 | $189,868 | $0 |
| ERIC KOCH | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LINDSAY ORR | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BRUCE COBB | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| GAIL DIAMOND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRIAN WILLIAMS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BONNIE VAN KLEECK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTINA BOYLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HUGH SPOLJARIC | FORMER EXECU Former | 60 | $0 | $404,997 |
| LAURI NACCARATO | EXECUTIVE DI Officer | 60 | $184,781 | $0 |
| ERIC KOCH | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LINDSAY ORR | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BRUCE COBB | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| GAIL DIAMOND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRIAN WILLIAMS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BONNIE VAN KLEECK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTINA BOYLE | TRUSTEE Trustee or director | – | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HUGH SPOLJARIC | FORMER EXECU Former | 60 | $185,510 | $404,997 |
| LAURI NACCARATO | EXECUTIVE DI Officer | 60 | $91,250 | $0 |
| ERIC KOCH | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BRUCE COBB | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| GAIL DIAMOND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LINDSAY ORR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICIA PARKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRIAN WILLIAMS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BONNIE VAN KLEECK | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4461, KINGSTON, NY 12402-4461
- Principal officer (990 for 2024)
- LAURI NACCARATO, PO BOX 4461, KINGSTON, NY 12402
- Signed the 990
- LAURI NACCARATO, EXECUTIVE DIRECTOR
- Phone
- (845) 338-5422
- Website
- WWW.KTFTRUSTFUND.COM
- Return prepared by
- KARP ACKERMAN SMALL & HOGAN CPAS PC
Mission
PROVIDE EXCELLENT HEALTH AND WELFARE BEENEFITS TO ELIGIBLE MEMBERS OF THE KINGSTON TEACHERS' FEDERATION.
Program accomplishments
- MEMBER HEALTH INSURANCE PLAN
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 16-6456453
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $40,958,631
- Income (IRS master file)
- $39,454,625
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $39,454,625 | $35,355,677 | $40,958,631 | IRS |
| 990 | June 2024 | $37,383,285 | $37,272,316 | $43,859,894 | IRS |
| 990 | June 2023 | $34,877,168 | $34,988,155 | $39,261,868 | XML |
| 990 | June 2022 | $32,714,345 | $27,403,045 | $37,971,438 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 16-6456453).
Questions about KINGSTON TRUST FUND
- What is the EIN of KINGSTON TRUST FUND?
- The employer identification number (EIN) of KINGSTON TRUST FUND is 16-6456453.
- Is KINGSTON TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
- Are donations to KINGSTON TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KINGSTON TRUST FUND 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 KINGSTON TRUST FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KINGSTON TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of KINGSTON TRUST FUND?
- The 990 for the year ended June 30, 2025 names LAURI NACCARATO.
- Who are the officers and directors of KINGSTON TRUST FUND?
- The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization.
- How much revenue does KINGSTON TRUST FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $39,454,625, expenses of $35,355,677 and total assets of $40,958,631 at year end.
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