Private Foundation

PEELER-KELLOGG FAMILY FOUNDATION C/O CASTLE ROCK ADVISORS LLC

Based in BOSTON, MA, PEELER-KELLOGG FAMILY FOUNDATION C/O CASTLE ROCK ADVISORS LLC operates as a Private Foundation. The organization reported $1.7M in revenue, $1.0M in expenses, $12.2M in total assets for fiscal year 2024. Imperigo tracks 5 reported grants from this foundation totaling approximately $3.0M.

EIN: 826771512 BOSTON, MA Latest filing: 2024

Total Revenue$1.7M

Total Expenses$1.0M

Total Assets$12.2M

Grants Given5

Grant Total$3.0M

Filing Years2018–2024

Sample Grants Given

FIDELITY CHARITABLE

BOSTON, MA · 2024

GENERAL USE

$920,949

FIDELITY CHARITABLE

BOSTON, MA · 2023

GENERAL USE

$820,556

FIDELITY CHARITABLE

BOSTON, MA · 2022

GENERAL USE

$925,347

FIDELITY CHARITABLE

BOSTON, MA · 2020

GENERAL USE

$335,000

FIDELITY CHARITABLE

BOSTON, MA · 2018

GENERAL USE

$1,000

Showing up to 5 of 5 total records — full history available with membership.

Officers & Directors

TRUSTEE David R Peeler

TRUSTEE Katherine C Kellogg

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL USE

$3,002,852 5 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$1.7M	$1.0M	$12.2M
2023	$2.5M	$898K	$11.5M
2022	$550K	$983K	$10.0M
2020	$2.2M	$379K	$9.1M
2018	$5.2M	$2K	$4.0M

Between 2018 and 2024, reported annual revenue declined from $5.2M to $1.7M (-68%), with total assets most recently reported at $12.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MA.

Full geographic grant map with state-by-state breakdown available with membership.

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