EIN 23-6467156
Bertie K Kellogg Trust
Unconditional exemption
The IRS recognizes this organization as actively tax-exempt with no conditions on its exemption. Organizations with revoked status are usually removed from this database.
Tax-deductible
Donations to this organization are generally tax-deductible for U.S. donors on federal income tax returns, subject to normal limits and substantiation rules. Verify current status on IRS Tax Exempt Organization Search before giving.
Public charity
A supporting organization that supports other charities but is not closely integrated into their day-to-day operations.
Files Form 990
This organization must file Form 990 or the shorter Form 990-EZ each year. Larger organizations file the full Form 990; smaller ones may use the EZ version.
501(c)(3)
The most common charitable category—includes charities, churches, schools, hospitals, and scientific organizations. Donations are generally tax-deductible if the organization qualifies as a public charity.
In care of Deutsche Bank Trust Company
New York, New York
Financials from tax period ending December 2025
Location
- Street
- PO BOX 1297
- City
- New York
- State
- New York
- ZIP code
- 10008-1297
Financials
- Total assets
- $10,201,774
- Total income
- $2,936,705
- Total revenue
- $949,503
- Tax period
- December 2025 The financial figures on this page (assets, income, revenue) come from the tax return ending December 2025. If this date is old, the organization may have filed a newer return that is not yet reflected here.
- Accounting period
- December (fiscal year end) This organization’s fiscal year ends in December. Financial reports and Form 990 filings cover the 12-month period ending in that month each year.
- Asset code
- $10,000,000 to $49,999,999 Based on the most recent Form 990, 990-EZ, or 990-PF on file, this nonprofit’s total assets at year-end fall in the $10,000,000 to $49,999,999 range. This is a broad size category from IRS records—not a precise balance sheet total. See “Total assets” on this page for the exact dollar amount, and “Tax period” to see how current the data is.
- Income code
- $1,000,000 to $4,999,999 The IRS classifies this organization’s income in the $1,000,000 to $4,999,999 range based on its most recent Form 990-series return. IRS “income” uses a specific calculation that may differ from “Total revenue” on the return. See “Total income” for the dollar figure and “Total revenue” for the Part I total.
Classification
- NTEE code
- B11 — Education The National Taxonomy of Exempt Entities (NTEE) code describes this organization’s primary mission area: education. The IRS assigns NTEE codes based on the organization’s stated purpose. They help researchers compare similar nonprofits but do not legally limit what the organization may do.
- Subsection
- 501(c)(3) — Charitable, religious, educational, scientific, etc. The most common charitable category—includes charities, churches, schools, hospitals, and scientific organizations. Donations are generally tax-deductible if the organization qualifies as a public charity.
- Classification
- Classification 10 (subsection 03) Within its exempt category, the IRS further classifies this organization as: classification 10 (subsection 03). This refines the general 501(c) type—for example, distinguishing a religious organization from a charitable one under 501(c)(3).
- Ruling date
- June 2012 The IRS issued this organization’s exemption determination letter in June 2012. This is when federal tax-exempt status was officially recognized—not necessarily when the organization was founded.
- Deductibility code
- Contributions are deductible Donations to this organization are generally tax-deductible for U.S. donors on federal income tax returns, subject to normal limits and substantiation rules. Verify current status on IRS Tax Exempt Organization Search before giving.
- Foundation code
- 509(a)(3) Type III not functionally integrated A supporting organization that supports other charities but is not closely integrated into their day-to-day operations.
- Activity codes
- No legacy activity codes No legacy activity codes are recorded. The IRS now uses NTEE codes (shown above) to describe an organization’s mission.
- Organization type
- Trust This organization is structured as a trust, often used for foundations, endowments, or charitable remainder arrangements.
- Group exemption
- None This organization is not part of an IRS group exemption. It either holds its own exemption letter or operates independently.
- Affiliation code
- Independent organization (not affiliated with a national/regional grouping) This organization operates independently—not as a chapter, affiliate, or subordinate of a larger national group.
- Filing requirement code
- Form 990 or 990-EZ This organization must file Form 990 or the shorter Form 990-EZ each year. Larger organizations file the full Form 990; smaller ones may use the EZ version.
- Private foundation filing code
- No Form 990-PF required This organization is not required to file Form 990-PF, the annual return for private foundations.