Nonprofit · EIN 77-6181508
KAYE TRUST
Tax-exempt · APTOS, CA 95003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $54,511 | $195,768 | -$141,257 | $1,783,094 | $8,843 | $1,774,251 |
| December 31, 2023 | 990 | $133,485 | $163,332 | -$29,847 | $1,666,818 | $10,458 | $1,656,360 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $54,511
- Net gain from sales of assets
- $20,802
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $161,855
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $9,725
- Program services (functional)
- $180,043
- Management and general (functional)
- $15,725
Balance sheet and other
- Total assets, start of year
- $1,666,818
- Total assets, end of year
- $1,783,094
- Total liabilities, end of year
- $8,843
- Net assets, end of year
- $1,774,251
- Publicly traded securities
- $1,416,042
- Net assets with donor restrictions
- $1,774,251
- Gross receipts
- $368,671
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1990
- State of legal domicile
- CA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RENE SCHLAEPFER | PRESIDENT Officer | 1 | $0 | $103,314 | $116,052 |
| LEONARD DUECK | VICE PRESIDENT/CFO Officer | 1 | $0 | $107,865 | $8,440 |
| VALERIE WEBB | SECRETARY Officer | 1 | $0 | $59,583 | $49,635 |
| TWIN LAKES BAPTIST CHURCH | TRUSTEE Institutional trustee | 1 | $24,188 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RENE SCHLAEPFER | President Officer | 1 | $0 | $106,548 | $95,871 |
| Leonard Dueck | Vice President/ CFO Officer | 1 | $0 | $93,733 | $17,551 |
| Valerie Webb | Secretary Officer | 1 | $0 | $57,907 | $43,894 |
| Matt Twisselman | Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Susan Hurley | Vice Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Bill Fernald | Director Trustee or director | 1 | $0 | $0 | $0 |
| Heidi Heath-Garwood | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jenise Vaccaro | Director Trustee or director | 1 | $0 | $0 | $0 |
| John Christerson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jose Santillan | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2701 CABRILLO COLLEGE DR, APTOS, CA 95003-3103
- In care of
- % TWIN LAKES BAPTIST CHURCH TRUSTEE
- Principal officer (990 for 2024)
- RENE SCHLAEPFER, 2701 CABRILLO COLLEGE DRIVE, APTOS, CA 95003
- Signed the 990
- LEONARD DUECK, VICE PRESIDENT/CFO
- Phone
- (831) 465-3322
- Return prepared by
- CRI CAPIN CROUSE ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-6181508 or by the name KAYE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- CONTRIBUTED FUNDING TOWARD CAMP COSTS FOR UNDERPRIVILEGED MINOR CHILDRENExpenses $180,043 · grants $161,855
What it must file and when
IRS records say it files Not required (religious organization). Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 77-6181508
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Not required (religious organization)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,783,094
- Income (IRS master file)
- $368,671
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $54,511 | $195,768 | $1,783,094 | XML |
| 990 | December 2023 | $133,485 | $163,332 | $1,666,818 | XML |
| 990 | December 2022 | $28,602 | $149,326 | $1,521,539 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 77-6181508).
Questions about KAYE TRUST
- What is the EIN of KAYE TRUST?
- The employer identification number (EIN) of KAYE TRUST is 77-6181508.
- Is KAYE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to KAYE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does KAYE TRUST file?
- Form Not required (religious organization).
- When is the next return of KAYE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KAYE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of KAYE TRUST?
- The 990 for the year ended December 31, 2024 names RENE SCHLAEPFER.
- Who are the officers and directors of KAYE TRUST?
- The 990 for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization.
- How much revenue does KAYE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $54,511, expenses of $195,768 and total assets of $1,783,094 at year end.
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All nonprofits in APTOS · California · Philanthropy, voluntarism and grantmaking foundations