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Nonprofit · EIN 25-1802024

KELLOGG COMPANY RETIREE WELFARE BENEFIT TRUST

Tax-exempt · BATTLE CREEK, MI 49016

Financials

$71.8M$777.3M2023$12.5M$180.5M2024
Revenue Expenses · by fiscal year end
Financials of KELLOGG COMPANY RETIREE WELFARE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$12,540,591$180,480,974-$167,940,383$251,474,185$10,386,616$241,087,569
December 31, 2023990$71,819,449$777,348,775-$705,529,326$416,490,117$6,648,180$409,841,937
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
-$7,282,778
Investment income
$19,823,369
Net gain from sales of assets
$5,885,365
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$178,660,786
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$416,490,117
Total assets, end of year
$251,474,185
Total liabilities, end of year
$10,386,616
Net assets, end of year
$241,087,569
Publicly traded securities
$239,299,673
Gross receipts
$615,477,638
Employees
0
Volunteers
0
Year formed
1987
State of legal domicile
MI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ERISA FINANCE COMMITTEEOVERSIGHT COMMITTEE
Trustee or director
1$0
THE NORTHERN TRUSTTRUSTEE
Institutional trustee
1$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ERISA FINANCE COMMITTEEOVERSIGHT COMMITTEE
Trustee or director
1$0
THE NORTHERN TRUSTTRUSTEE
Institutional trustee
1$0

Address and contacts

Address (IRS master file)
PO BOX 3599, BATTLE CREEK, MI 49016-3599
In care of
% KELLANOVA
Principal officer (990 for 2024)
KELLANOVA, PO BOX 3599, BATTLE CREEK, MI 490163599
Signed the 990
BERNARD WALSH, VICE PRESIDENT
Phone
(269) 961-2000
Return prepared by
BDO USA

Mission

PAYMENT OF MEDICAL AND DENTAL EXPENSES FOR RETIRED COLLECTIVELY-BARGAINED EMPLOYEES OF KELLANOVA.

990 for the year ended December 31, 2024

Program accomplishments

  • PAYMENT OF MEDICAL AND DENTAL EXPENSES FOR RETIRED COLLECTIVELY-BARGAINED EMPLOYEES OF KELLANOVA.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
25-1802024
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1998
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$251,474,185
Income (IRS master file)
$615,477,638

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$12,540,591$180,480,974$251,474,185IRS
990December 2023$71,819,449$777,348,775$416,490,117XML
990December 2022-$55,411,866$45,953,922$1,087,910,300IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-1802024).

Questions about KELLOGG COMPANY RETIREE WELFARE BENEFIT TRUST

What is the EIN of KELLOGG COMPANY RETIREE WELFARE BENEFIT TRUST?
The employer identification number (EIN) of KELLOGG COMPANY RETIREE WELFARE BENEFIT TRUST is 25-1802024.
Is KELLOGG COMPANY RETIREE WELFARE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1998.
Are donations to KELLOGG COMPANY RETIREE WELFARE BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does KELLOGG COMPANY RETIREE WELFARE BENEFIT TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of KELLOGG COMPANY RETIREE WELFARE BENEFIT TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KELLOGG COMPANY RETIREE WELFARE BENEFIT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of KELLOGG COMPANY RETIREE WELFARE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names KELLANOVA.
Who are the officers and directors of KELLOGG COMPANY RETIREE WELFARE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does KELLOGG COMPANY RETIREE WELFARE BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $12,540,591, expenses of $180,480,974 and total assets of $251,474,185 at year end.

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