Nonprofit · EIN 36-6030614
W K KELLOGG FOUNDATION TRUST-T/A 5315
Tax-exempt · BATTLE CREEK, MI 49017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $918,847,590 | $458,111,727 | $460,735,863 | $9,186,896,995 | $378,258,888 | $8,808,638,107 |
| August 31, 2024 | 990-PF | $540,106,047 | $419,320,421 | $120,785,626 | $8,970,689,493 | $383,038,087 | $8,587,651,406 |
| August 31, 2023 | 990-PF | $396,754,982 | $404,079,257 | -$7,324,275 | $7,615,032,022 | $364,538,034 | $7,250,493,988 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $139,178,070
- Net gain from sales of assets
- $779,669,520
Expenses
- Grants and similar amounts paid
- $420,000,000
- Compensation of officers, directors and key employees
- $4,678,249
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $427,989,951
- Excise tax on investment income
- $12,255,389
Balance sheet and other
- Total assets, start of year
- $8,970,689,493
- Total assets, end of year
- $9,186,896,995
- Total liabilities, end of year
- $378,258,888
- Net assets, end of year
- $8,808,638,107
- Fair market value of assets
- $9,186,896,995
- Qualifying distributions
- $427,989,951
- Net investment income
- $914,633,388
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-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY 50 South LaSalle St B10, Chicago, IL 606031006 | CORPORATE TRUSTEE | 40 | $5,518,953 |
| RICHARD TSOUMAS ONE MICHIGAN AVE EAST, BATTLE CREEK, MI 49017 | TRUSTEE | 2 | $40,000 |
| LA JUNE MONTGOMERY TABRON ONE MICHIGAN AVE EAST, BATTLE CREEK, MI 49017 | TRUSTEE | 2 | $0 |
| STEVEN A CAHILLANE One Kellogg Square, Battle Creek, MI 49017 | TRUSTEE | 2 | $0 |
990-PF for the year ended August 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY 50 South LaSalle St B10, Chicago, IL 606031006 | CORPORATE TRUSTEE | 40 | $3,266,727 |
| RICHARD TSOUMAS ONE MICHIGAN AVE EAST, BATTLE CREEK, MI 49017 | TRUSTEE | 2 | $31,760 |
| RAMON MURGUIA ONE MICHIGAN AVE EAST, BATTLE CREEK, MI 49017 | TRUSTEE | 2 | $8,240 |
| LA JUNE MONTGOMERY TABRON ONE MICHIGAN AVE EAST, BATTLE CREEK, MI 49017 | TRUSTEE | 2 | $0 |
| STEVEN A CAHILLANE One Kellogg Square, Battle Creek, MI 49017 | TRUSTEE | 2 | $0 |
990-PF for the year ended August 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY 50 South LaSalle St B10, Chicago, IL 606031006 | CORPORATE TRUSTEE | 40 | $4,023,333 |
| RAMON MURGUIA ONE MICHIGAN AVENUE EAST, BATTLE CREEK, MI 49017 | TRUSTEE | 2 | $40,000 |
| LA JUNE MONTGOMERY TABRON ONE MICHIGAN AVENUE EAST, BATTLE CREEK, MI 49017 | TRUSTEE | 2 | $0 |
| STEVEN A CAHILLANE One Kellogg Square, Battle Creek, MI 49016 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1 MICHIGAN AVE E, BATTLE CREEK, MI 49017-4005
- In care of
- % THE NORTHERN TRUST COMPANY
- Signed the 990-PF
- JOHN COZZENS, CORPORATE TRUSTEE
- Phone
- (312) 630-8104
- Website
- www.wkkf.org
- Return prepared by
- CROWE LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 36-6030614
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1941
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $9,186,896,995
- Income (IRS master file)
- $2,009,849,118
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $918,847,590 | $458,111,727 | $9,186,896,995 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990-PF | August 2024 | $540,106,047 | $419,320,421 | $8,970,689,493 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990-PF | August 2023 | $396,754,982 | $404,079,257 | $7,615,032,022 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | 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 36-6030614).
Questions about W K KELLOGG FOUNDATION TRUST-T/A 5315
- What is the EIN of W K KELLOGG FOUNDATION TRUST-T/A 5315?
- The employer identification number (EIN) of W K KELLOGG FOUNDATION TRUST-T/A 5315 is 36-6030614.
- Is W K KELLOGG FOUNDATION TRUST-T/A 5315 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to W K KELLOGG FOUNDATION TRUST-T/A 5315 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does W K KELLOGG FOUNDATION TRUST-T/A 5315 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W K KELLOGG FOUNDATION TRUST-T/A 5315 due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did W K KELLOGG FOUNDATION TRUST-T/A 5315 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of W K KELLOGG FOUNDATION TRUST-T/A 5315?
- The 990-PF for the year ended August 31, 2025 lists 4 people; 2 received compensation from the organization, the highest $5,518,953 (THE NORTHERN TRUST COMPANY, CORPORATE TRUSTEE).
- How much revenue does W K KELLOGG FOUNDATION TRUST-T/A 5315 have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $918,847,590, expenses of $458,111,727 and total assets of $9,186,896,995 at year end.
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