Bertie K Kellogg Trust

NEW YORK, NY EIN: 23-6467156

DISTRIBUTES FUNDS TO CHARITIES (BARD COLLEGE AND ASSN OF EPISCOPAL COLLEGES) AS DESCRIBED IN THE TRUST DOCUMENT

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.6M

+5.0% YoY

Annual Giving

$197K

-7.5% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$98K

-7.5% YoY

About Bertie K Kellogg Trust

Based on IRS filings

Bertie K Kellogg Trust is a nonprofit organization focused on Education, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.6M in total assets. In 2024, it awarded 2 grants totaling $197K. Net investment income was $776K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AnnadaleonhudsonNew York

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$240K$481K$721K$962K20202021202220232024
Metric202420232022
Total Assets$9,597,070$9,136,310$8,796,251
Revenue$777,348$639,471$408,324
Expenses$313,715$312,948$253,017
Qualifying Distributions
Net Investment Income$776,150$645,659$396,991
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$53K$106K$159K$213K2 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

BARD COLLEGE$177KASSOCIATION OF EPISCOPAL…$20K

Grant Size Distribution

10 grants across all recorded years

5<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Bard College ($176,902), Association of Episcopal Colelge ($19,656).

RecipientPurposeAmount
BARD COLLEGE ANNADALEONHUDSON, NYGENERAL SUPPORT GRANT$176,902
ASSOCIATION OF EPISCOPAL COLELGE NEW YORK, NYGENERAL SUPPORT GRANT$19,656

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Bertie K Kellogg Trust?

Bertie K Kellogg Trust is a nonprofit organization focused on Education, based in NEW YORK, NY. It holds $9.6M in total assets as of 2024.

How large is Bertie K Kellogg Trust?

As of 2024, Bertie K Kellogg Trust holds $9.6M in total assets with $777K in annual revenue. It awarded 2 grants totaling $197K in 2024.

Where does Bertie K Kellogg Trust operate?

Bertie K Kellogg Trust has awarded grants in New York.

What size grants does Bertie K Kellogg Trust award?

In 2024, Bertie K Kellogg Trust awarded 2 grants totaling $197K — an average of about $98K per grant, based on its IRS Form 990 filings.

What is Bertie K Kellogg Trust's EIN?

Bertie K Kellogg Trust's EIN (Employer Identification Number) is 23-6467156. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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