Nonprofit · EIN 23-6467156
BERTIE K KELLOGG TRUST
Tax-exempt · NEW YORK, NY 10008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $949,503 | $328,120 | $621,383 | $10,201,774 | $0 | $10,201,774 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $943,470
- Net gain from sales of assets
- $667,264
- Other revenue
- $6,033
Expenses
- Grants and similar amounts paid
- $213,201
- Compensation of officers, directors and key employees
- $107,861
- Salaries, compensation and benefits (total)
- $107,861
- Professional fundraising fees
- $0
- Accounting fees
- $3,360
- Program services (functional)
- $277,918
- Management and general (functional)
- $50,202
Balance sheet and other
- Total assets, start of year
- $9,597,070
- Total assets, end of year
- $10,201,774
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,201,774
- Gross receipts
- $2,936,705
- Employees
- 0
- Year formed
- 1968
- State of legal domicile
- MA
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEUTSCHE BANK TRUST COMPANY NA | TRUSTEE Institutional trustee | 5 | $107,861 |
Address and contacts
- Address (IRS master file)
- PO BOX 1297, NEW YORK, NY 10008-1297
- In care of
- % DEUTSCHE BANK TRUST COMPANY
- Principal officer (990 for 2025)
- BERTIE K KELLOGG TRUST, PO BOX 1297 CHURCH STREET STATION, NEW YORK, NY 10008
- Signed the 990
- DEUTSCHE BANK TRUST CO NA, VICE PRESIDENT
- Phone
- (212) 250-2500
- Return prepared by
- PWC US TAX LLP
Mission
DISTRIBUTES FUNDS TO CHARITIES (BARD COLLEGE AND ASSN OF EPISCOPAL COLLEGES) AS DESCRIBED IN THE TRUST DOCUMENT
Program accomplishments
- ASSOCIATION OF EPISCOPAL COLLEGEExpenses $27,792 · grants $21,320
- BARD COLLEGEExpenses $250,126 · grants $191,881
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 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 | 990 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
- 23-6467156
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $10,201,774
- Income (IRS master file)
- $2,936,705
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $639,471 | $312,948 | $9,136,310 | IRS |
| 990 | December 2022 | $408,324 | $253,017 | $8,796,251 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BERTIE K KELLOGG TRUST
- What is the EIN of BERTIE K KELLOGG TRUST?
- The employer identification number (EIN) of BERTIE K KELLOGG TRUST is 23-6467156.
- Is BERTIE K KELLOGG TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to BERTIE K KELLOGG TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does BERTIE K KELLOGG TRUST 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 BERTIE K KELLOGG TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTIE K KELLOGG TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BERTIE K KELLOGG TRUST?
- The 990 for the year ended December 31, 2025 names BERTIE K KELLOGG TRUST.
- Who are the officers and directors of BERTIE K KELLOGG TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $107,861 (DEUTSCHE BANK TRUST COMPANY NA, TRUSTEE).
- How much revenue does BERTIE K KELLOGG TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $949,503, expenses of $328,120 and total assets of $10,201,774 at year end.
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