{"success":true,"data":{"_id":236467156,"filings":[{"Organization":{"value":null,"Person":["DEUTSCHE BANK TRUST COMPANY NA"],"Title":["TRUSTEE"],"Hours":[5.0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"value":null,"mission":"Distributes funds to charities (bard college and assn of episcopal colleges) as described in the trust document","year":2023,"name":"BERTIE K KELLOGG TRUST","phone":2124541586,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1968,"state_legal_domicile":"MA","total_volunteers":null,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"PO BOX 1297 CHURCH ST STATION, NEW YORK, NY, 10008, USA","city":"NEW YORK","state":"NY","country":"USA","zip_code":10008},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":639471,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":645659,"Investment income total":256956,"Net investment gain":388703,"Income from invest bond proceeds":0},"Other revenues":{"value":-6188,"Other total":-6188,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":312948,"Grant expense":{"value":212480,"Grants to domestic orgs":212480,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":95047,"Current officers":95047,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":5421,"Management services":0,"Legal":0,"Accounting":2392,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":3029},"Functional Expenses":{"value":null,"Program Service Expenses":269534,"Management And General Expenses":43414,"Fundraising Expenses":0}},"Assets":{"value":9136310,"Non-interest bearing cash":0,"Savings and temp cash investments":425738,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":8710572,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":9136310,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.861274077482521,"percentile":0.7106226789008563},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.5106142420844729,"percentile":0.9212821951466562},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":29.194338995615887,"percentile":0.9660270410259447},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.11673175714415386,"percentile":0.7070906537355153},"Revenue Growth":{"score":-0.0892725258493353,"percentile":0.1565126876793013},"Asset Growth":{"score":0.04031891378193847,"percentile":0.4886166332148994},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7329486626536625,"percentile":0.8970818835277218}},"source_xml":"202421289349301727_public.xml"},{"Organization":{"value":null,"Person":["DEUTSCHE BANK TRUST COMPANY NA"],"Title":["TRUSTEE"],"Hours":[5.0],"Total Compensation":[97201],"Direct compensation":[97201],"Other compensation":[0]},"Basic":{"value":null,"mission":"Distributes funds to charities (bard college and assn of episcopal colleges) as described in the trust document","year":2022,"name":"BERTIE K KELLOGG TRUST","phone":2124541586,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1968,"state_legal_domicile":"MA","total_volunteers":null,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"PO BOX 1297 CHURCH ST STATION, NEW YORK, NY, 10008, USA","city":"NEW YORK","state":"NY","country":"USA","zip_code":10008},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":408324,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":396991,"Investment income total":221537,"Net investment gain":175454,"Income from invest bond proceeds":0},"Other revenues":{"value":11333,"Other total":11333,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":253017,"Grant expense":{"value":151737,"Grants to domestic orgs":151737,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":97200,"Current officers":97200,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":4080,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":4080,"FOREIGN TAXES PAID":1443,"CTF FEES":2177,"PARTNERSHIP EXPENSES":460},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":210057,"Management And General Expenses":42960,"Fundraising Expenses":0}},"Assets":{"value":8796251,"Non-interest bearing cash":355576,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":8440675,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":8796251,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8302090373374121,"percentile":0.6649251206367364},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.38035236723778176,"percentile":0.8767178370543498},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":34.7654544951525,"percentile":0.9723134945038244},"Officer Compensation Ratio":{"score":0.3841678622385057,"percentile":0.12388042862996551},"Program Expense Growth":{"score":0.05764631079256915,"percentile":0.5591199150643401},"Revenue Growth":{"score":-0.20599997245191712,"percentile":0.07340535761430138},"Asset Growth":{"score":0.04543387089984059,"percentile":0.5089756245536999},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6502066831204767,"percentile":0.7421543509767152}},"source_xml":"202321239349303172_public.xml"},{"Organization":{"value":null,"Person":["DEUTSCHE BANK TRUST COMPANY NA"],"Title":["TRUSTEE"],"Hours":[10.0],"Total Compensation":[88721],"Direct compensation":[88721],"Other compensation":[0]},"Basic":{"value":null,"mission":"Distributes funds to charities (bard college and assn of episcopal colleges) as describedin the trust document","year":2020,"name":"BERTIE K KELLOGG TRUST","phone":2124541586,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1968,"state_legal_domicile":"MA","total_volunteers":null,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"PO BOX 1297 CHURCH ST STATION, NEW YORK, NY, 10008, USA","city":"NEW YORK","state":"NY","country":"USA","zip_code":10008},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":677526,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":677526,"Investment income total":198109,"Net investment gain":479417,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":235513,"Grant expense":{"value":142608,"Grants to domestic orgs":142608,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":88721,"Current officers":88721,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":4184,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":4184,"FOREIGN TAXES PAID":2369,"CTF FEES":1815},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":186968,"Management And General Expenses":48545,"Fundraising Expenses":0}},"Assets":{"value":8024969,"Non-interest bearing cash":53850,"Savings and temp cash investments":749843,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":7221276,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":8024969,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7938754973186194,"percentile":0.6174737982647645},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.6523926757054341,"percentile":0.951698694779096},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":34.07442052031098,"percentile":0.9716902449932391},"Officer Compensation Ratio":{"score":0.37671381197640896,"percentile":0.12836481897607235},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.753359501257046,"percentile":0.9205036894173906}},"source_xml":"202141339349300204_public.xml"},{"Organization":{"value":null,"Person":["DEUTSCHE BANK TRUST COMPANY NA"],"Title":["TRUSTEE"],"Hours":[5.0],"Total Compensation":[111876],"Direct compensation":[111876],"Other compensation":[0]},"Basic":{"value":null,"mission":"Distributes funds to charities (bard college and assn of episcopal colleges) as described in the trust document","year":2024,"name":"BERTIE K KELLOGG TRUST","phone":2122502500,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1968,"state_legal_domicile":"MA","total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"PO BOX 1297 CHURCH ST STATION, NEW YORK, NY, 10008, USA","city":"NEW YORK","state":"NY","country":"USA","zip_code":10008},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":777348,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":776150,"Investment income total":258983,"Net investment gain":517167,"Income from invest bond proceeds":0},"Other revenues":{"value":1198,"Other total":1198,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":313715,"Grant expense":{"value":196558,"Grants to domestic orgs":196558,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":111876,"Current officers":111876,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":5281,"Management services":0,"Legal":0,"Accounting":2933,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2348,"FOREIGN TAXES PAID":2314,"PARTNERSHIP EXPESNES":34},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":263684,"Management And General Expenses":50031,"Fundraising Expenses":0}},"Assets":{"value":9597070,"Non-interest bearing cash":0,"Savings and temp cash investments":621452,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":8975618,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":9597070,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8405208549160863,"percentile":0.679317143708764},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.5964291411311279,"percentile":0.9413165197886392},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":30.59168353441818,"percentile":0.9678907268192711},"Officer Compensation Ratio":{"score":0.35661667437004924,"percentile":0.1415132351052259},"Program Expense Growth":{"score":0.09664721065315945,"percentile":0.668033275035754},"Revenue Growth":{"score":-0.005218197776269549,"percentile":0.3479515242937065},"Asset Growth":{"score":0.04115462521348605,"percentile":0.4919916216850439},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7055731160189667,"percentile":0.8578616877947149}},"source_xml":"202501329349301550_public.xml"},{"Organization":{"value":null,"Person":["DEUTSCHE BANK TRUST COMPANY NA"],"Title":["TRUSTEE"],"Hours":[10.0],"Total Compensation":[99560],"Direct compensation":[99560],"Other compensation":[0]},"Basic":{"value":null,"mission":"Distributes funds to charities (bard college and assn of episcopal colleges) as describedin the trust document","year":2021,"name":"BERTIE K KELLOGG TRUST","phone":2124541586,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1968,"state_legal_domicile":"MA","total_volunteers":null,"tax_period_begin":"2021-01-01T00:00:00","tax_period_end":"2021-12-31T00:00:00","address":"PO BOX 1297 CHURCH ST STATION, NEW YORK, NY, 10008, USA","city":"NEW YORK","state":"NY","country":"USA","zip_code":10008},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":874359,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":874359,"Investment income total":195978,"Net investment gain":678381,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":246606,"Grant expense":{"value":135140,"Grants to domestic orgs":135140,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":99560,"Current officers":99560,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":11906,"Management services":0,"Legal":0,"Accounting":8892,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":3014,"FOREIGN TAXES PAID":1181,"CTF FEES":1833},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":203768,"Management And General Expenses":42838,"Fundraising Expenses":0}},"Assets":{"value":8642668,"Non-interest bearing cash":73260,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":8569408,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":8642668,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8262897090906142,"percentile":0.6595119750590093},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.717957955485104,"percentile":0.9620081118002625},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":35.046462778683406,"percentile":0.9725612584143231},"Officer Compensation Ratio":{"score":0.4037209151439949,"percentile":0.11266017336842574},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7722166264943927,"percentile":0.938637700352153}},"source_xml":"202201319349302930_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["DEUTSCHE BANK TRUST COMPANY NA"],"Title":["TRUSTEE"],"Hours":[5.0],"Total Compensation":[111876],"Direct compensation":[111876],"Other compensation":[0]},"Basic":{"value":null,"mission":"Distributes funds to charities (bard college and assn of episcopal colleges) as described in the trust document","year":2024,"name":"BERTIE K KELLOGG TRUST","phone":2122502500,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1968,"state_legal_domicile":"MA","total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"PO BOX 1297 CHURCH ST STATION, NEW YORK, NY, 10008, USA","city":"NEW YORK","state":"NY","country":"USA","zip_code":10008},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":777348,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":776150,"Investment income total":258983,"Net investment gain":517167,"Income from invest bond proceeds":0},"Other revenues":{"value":1198,"Other total":1198,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":313715,"Grant expense":{"value":196558,"Grants to domestic orgs":196558,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":111876,"Current officers":111876,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":5281,"Management services":0,"Legal":0,"Accounting":2933,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2348,"FOREIGN TAXES PAID":2314,"PARTNERSHIP EXPESNES":34},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":263684,"Management And General Expenses":50031,"Fundraising Expenses":0}},"Assets":{"value":9597070,"Non-interest bearing cash":0,"Savings and temp cash investments":621452,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":8975618,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":9597070,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8405208549160863,"percentile":0.679317143708764},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.5964291411311279,"percentile":0.9413165197886392},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":30.59168353441818,"percentile":0.9678907268192711},"Officer Compensation Ratio":{"score":0.35661667437004924,"percentile":0.1415132351052259},"Program Expense Growth":{"score":0.09664721065315945,"percentile":0.668033275035754},"Revenue Growth":{"score":-0.005218197776269549,"percentile":0.3479515242937065},"Asset Growth":{"score":0.04115462521348605,"percentile":0.4919916216850439},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7055731160189667,"percentile":0.8578616877947149}},"source_xml":"202501329349301550_public.xml"},"sector":"Education","donation_categories":[],"zakat_policy":null},"error":null}