Bertie K Kellogg Trust

Analysis

Bertie K Kellogg Trust is a registered charity in United States, based in New York, NY. It received its IRS tax-exemption ruling in June 2012, 14 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a supporting organisation (type iii other) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Bertie K Kellogg Trust reported income of $639k and spending of $313k, leaving 51% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income fell from $655k to $639k (-2.4%), an average of -0.6% a year. The sharpest change came in the year to December 2023, when income rose by 57%. Over the whole period it spent 40% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Bertie K Kellogg Trust sits at the 71st percentile: it is larger than about 71% of them. Against every charity in United States with reported income it ranks in the 74th percentile, and in the 70th percentile within NY. Charities of a similar size with the same main cause include Ambient Funding Corp ($639k), Little Dolphin Inc ($639k) and Jenkins Hill Child Development Center ($639k).

Compensation of current officers, directors and key employees was $95k (30% of expenses). At year end it held assets of $9.1m against liabilities of $0, net assets of $9.1m.