Mission
DISTRIBUTES FUNDS TO CHARITIES (BARD COLLEGE AND ASSN OF EPISCOPAL COLLEGES) AS DESCRIBED IN THE TRUST DOCUMENT
BERTIE K KELLOGG TRUST, of NEW YORK, NY, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $950K in revenue, $328K in expenses, $10.2M in total assets. IRS filings disclose 12 grants awarded by this foundation, totaling roughly $1.1M.
DISTRIBUTES FUNDS TO CHARITIES (BARD COLLEGE AND ASSN OF EPISCOPAL COLLEGES) AS DESCRIBED IN THE TRUST DOCUMENT
How Bertie K Kellogg Trust divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Showing up to 5 of 12 total records — full history available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $950K | $328K | $10.2M |
| 2024 | $777K | $314K | $9.6M |
| 2023 | $639K | $313K | $9.1M |
| 2022 | $408K | $253K | $8.8M |
| 2021 | $874K | $247K | $8.6M |
Between 2021 and 2025, reported annual revenue grew from $874K to $950K (+9%), with total assets most recently reported at $10.2M.
Interactive year-over-year charts and full filing details available with membership.
Grants from this foundation were reported to recipients in NY.
Full geographic grant map with state-by-state breakdown available with membership.