Civic Intelligence

C F Kellogg Est M M Kellogg Unitrust

990 • Fiscal year 2024 • EIN 13-6788755

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 21, 2025

Organization ProfileN/A
PO Box 1297 Church St StationNew York, NY 10008

(212) 250-2500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • NTEE B • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • NTEE B • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2024 filings • NTEE B • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$18,277

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2024 filings • NTEE B • $1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

6.3%

Faster asset growth than 55% of similar nonprofits.

2024 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

25%

Faster revenue growth than 70% of similar nonprofits.

2024 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$1,476,044

Up $87,398 (+6.3%) from 2023

Net Assets

Up

$1,476,044

Up $87,398 (+6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin94th percentile

Revenue

Up

$123,733

Up $24,924 (+25%) from 2023

Expenses

Down

$41,153

Down $3,661 (-8.2%) from 2023

Net Income

Up

$82,580

Up $28,585 (+53%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2014: $992,600Liabilities 2014: $0Net Assets 2014: $992,6002014Assets 2015: $1,023,623Liabilities 2015: $0Net Assets 2015: $1,023,6232015Assets 2016: $1,020,935Liabilities 2016: $0Net Assets 2016: $1,020,9352016Assets 2017: $1,040,711Liabilities 2017: $0Net Assets 2017: $1,040,7112017Assets 2018: $1,131,882Liabilities 2018: $0Net Assets 2018: $1,131,8822018Assets 2019: $1,154,809Liabilities 2019: $0Net Assets 2019: $1,154,8092019Assets 2020: $1,175,576Liabilities 2020: $0Net Assets 2020: $1,175,5762020Assets 2021: $1,297,938Liabilities 2021: $0Net Assets 2021: $1,297,9382021Assets 2022: $1,327,971Liabilities 2022: $0Net Assets 2022: $1,327,9712022Assets 2023: $1,388,646Liabilities 2023: $0Net Assets 2023: $1,388,6462023Assets 2024: $1,476,044Liabilities 2024: $0Net Assets 2024: $1,476,0442024

Highlighted filing

2024

Assets$1,476,044
Liabilities$0
Net Assets$1,476,044
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2014: $98,500Expenses 2014: $29,673Net Income 2014: $68,8272014Revenue 2015: $61,443Expenses 2015: $30,961Net Income 2015: $30,4822015Revenue 2016: $25,203Expenses 2016: $32,238Net Income 2016: -$7,0352016Revenue 2017: $51,923Expenses 2017: $30,737Net Income 2017: $21,1862017Revenue 2018: $109,478Expenses 2018: $36,715Net Income 2018: $72,7632018Revenue 2019: $76,038Expenses 2019: $37,991Net Income 2019: $38,0472019Revenue 2020: $57,756Expenses 2020: $37,709Net Income 2020: $20,0472020Revenue 2021: $171,721Expenses 2021: $44,438Net Income 2021: $127,2832021Revenue 2022: $74,459Expenses 2022: $41,316Net Income 2022: $33,1432022Revenue 2023: $98,809Expenses 2023: $44,814Net Income 2023: $53,9952023Revenue 2024: $123,733Expenses 2024: $41,153Net Income 2024: $82,5802024

Highlighted filing

2024

Revenue$123,733
Expenses$41,153
Net Income$82,580
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 21, 2025
Return Version
2024v5.2
Gross Receipts
$293,234
Mission and Program Overview

Mission

Provides funds to charities (bard college & assn of episcopal colleges) as directed in the trust instrument

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$1,339,687$1,437,505▲ $97,818
Cap Stk Tr Prin Current Funds$1,339,687$1,437,505▲ $97,818
Savings and Temporary Cash Investments$48,959$38,539▼ $10,420
Rtn Earn Endowment Incm Other Fnds$48,959$38,539▼ $10,420
Total Assets$1,388,646$1,476,044▲ $87,398
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,388,646$1,476,044▲ $87,398
Total Liabilities and Net Assets / Fund Balance$1,388,646$1,476,044▲ $87,398
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$18,277$18,277
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$121,348
Other Revenue
$2,385
Change in Net Assets
$82,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,213
Salaries, Compensation, and Employee Benefits$18,277
Other Expenses$1,663
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$21,213--$21,213
Current Officers, Directors, Trustees, and Key Employees$10,966$7,311-$18,277
Fees for Services Accounting-$1,098-$1,098
Other Expenses-$50-$50
Total Functional Expenses$32,179$8,974$0$41,153
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bard CollegeAnnadaleonhudson, NY501(c)(3)General Support Grant$19,091
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“This organization has a sole institutional trustee and does not have a governing body”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“This organization has a sole institutional trustee and does not have a governing body”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The trustee receives and reviews the form 990.”

Form 990, Page 6, Part VI, Line 19

“No documents are made available to the public”

Filing and Contact Details

Filer

Filer Name
C F Kellogg Est M M Kellogg Unitrust
EIN
13-6788755
Phone
2122502500
Address
PO BOX 1297 CHURCH ST STATION, NEW YORK, NY 10008

Signing Officer

Name
Deutsche Bank Trust Co Na
Title
Vice President
Phone
2122502500
Signed
2025-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deutsche Bank Trust
Formed
1980
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FL, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Adjustments include partnership sales adj $3,296, ctf book tax adj $3,009, partnership distribution adj $1,514, ctf fees $1,098, py roc adj ($1,514), mutual fund timing adj ($66), ctf timing adj ($129), partnership income adjustment ($2,373), cost basis adj ($17)”

Raw XML Appendix309 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt250
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IRS990/PartialLiquidationInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE RECEIVES AND REVIEWS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADJUSTMENTS INCLUDE PARTNERSHIP SALES ADJ $3,296, CTF BOOK TAX ADJ $3,009, PARTNERSHIP DISTRIBUTION ADJ $1,514, CTF FEES $1,098, PY ROC ADJ ($1,514), MUTUAL FUND TIMING ADJ ($66), CTF TIMING ADJ ($129), PARTNERSHIP INCOME ADJUSTMENT ($2,373), COST BASIS ADJ ($17)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/ReturnTs02025-11-10T15:01:33-06:00
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ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,476,044
Liabilities
$0
Net assets
$1,476,044
Revenue
$123,733
Expenses
$41,153
Net income
$82,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.12$0.04$0.08
2023Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.10$0.04$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.07$0.04$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.17$0.04$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.06$0.04$0.02
2019Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.08$0.04$0.04
2018Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.11$0.04$0.07
2017Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.05$0.03$0.02
2016Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.03$0.03$0.01
2015Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.06$0.03$0.03
2014Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.10$0.03$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $1M-$5M nonprofits