Kellogg Company Retiree Welfare Benefit Trust

Battle Creek, MI
Tax-exempt since May 1998
EIN: 25-1802024

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Type of Nonprofit

Designated as a 501(c)9 Voluntary employees beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

−$55.4M (2022)

Expenses

$46M (2022)

Total Assets

$1.09B (2022)

Total Liabilities

$11.3M (2022)

Source: Form 990 tax filings from 2010 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Revenue

-$55,411,866

Expenses

$45,953,922

Net Income

-$101,365,788

Net Assets

$1,076,572,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	-$19,794,348
Investment Income	$28,028,086
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$63,645,604
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,937,656	6.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,087,910,300
Total Liabilities	$11,338,073
Net Assets	$1,076,572,227

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust (Trustee)	$2,937,656	$0	$0
Erisa Finance Committee (Oversight Committee)	$0	$0	$0

990

Filed on Nov. 2, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$59,498,016

Expenses

$51,159,920

Net Income

$8,338,096

Net Assets

$1,428,851,739

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	-$11,524,380
Investment Income	$30,167,832	50.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$40,854,564	68.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,583,224	3.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,437,118,362
Total Liabilities	$8,266,623
Net Assets	$1,428,851,739

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust (Trustee)	$1,583,224	$0	$0
Erisa Finance Committee (Oversight Committee)	$0	$0	$0

990

Filed on Nov. 7, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$27,279,207

Expenses

$41,296,527

Net Income

-$14,017,320

Net Assets

$1,338,490,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	-$7,373,462
Investment Income	$25,209,813	92.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,442,856	34.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$602,069	1.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,341,702,615
Total Liabilities	$3,212,460
Net Assets	$1,338,490,155

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust (Trustee)	$602,069	$0	$0
Erisa Finance Committee (Oversight Committee)	$0	$0	$0

990

Filed on Nov. 4, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$69,765,451

Expenses

$48,403,693

Net Income

$21,361,758

Net Assets

$1,229,450,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	-$11,777,452
Investment Income	$24,519,349	35.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$57,023,554	81.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$573,748	1.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,231,174,886
Total Liabilities	$1,723,890
Net Assets	$1,229,450,996

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust (Trustee)	$573,748	$0	$0
Erisa Finance Committe (Oversight Committee)	$0	$0	$0

990

Filed on Nov. 10, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$27,297,757

Expenses

$53,285,284

Net Income

-$25,987,527

Net Assets

$1,035,694,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	-$8,359,383
Investment Income	$28,009,294	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$7,647,846	28.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$378,275	0.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,037,035,344
Total Liabilities	$1,340,531
Net Assets	$1,035,694,813

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust (Trustee)	$378,275	$0	$0
Erisa Finance Committee (Oversight Committee)	$0	$0	$0

990

Filed on Nov. 6, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$35,074,691

Expenses

$50,175,180

Net Income

-$15,100,489

Net Assets

$1,178,280,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	-$9,585,578
Investment Income	$23,046,065	65.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$21,614,204	61.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$312,054	0.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,179,340,894
Total Liabilities	$1,060,314
Net Assets	$1,178,280,580

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust (Trustee)	$312,054	$0	$0
Erisa Finance Committee (Oversight Committee)	$0	$0	$0

990

Filed on Nov. 13, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$30,896,403

Expenses

$51,439,999

Net Income

-$20,543,596

Net Assets

$1,038,808,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	-$9,554,372
Investment Income	$21,248,730	68.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$19,202,045	62.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$428,367	0.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,039,990,143
Total Liabilities	$1,181,805
Net Assets	$1,038,808,338

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust (Trustee)	$428,367	$0	$0
Erisa Finance Committee (Oversight Committee)	$0	$0	$0

990

Filed on Nov. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$29,808,810

Expenses

$50,876,150

Net Income

-$21,067,340

Net Assets

$996,926,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	-$10,065,572
Investment Income	$24,553,640	82.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$15,320,742	51.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$396,266	0.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$998,845,974
Total Liabilities	$1,919,776
Net Assets	$996,926,198

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust (Trustee)	$396,266	$0	$0
Erisa Finance Committee (Oversight Committee)	$0	$0	$0

990

Filed on Nov. 10, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$47,041,429

Expenses

$52,024,827

Net Income

-$4,983,398

Net Assets

$1,118,976,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	-$4,606,859
Investment Income	$19,921,302	42.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$31,726,986	67.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,120,054,902
Total Liabilities	$1,078,291
Net Assets	$1,118,976,611

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Revenue

$42,054,883

Expenses

$48,288,392

Net Income

-$6,233,509

Net Assets

$1,105,016,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	-$6,982,704
Investment Income	$18,761,083	44.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$30,276,504	72.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,106,337,022
Total Liabilities	$1,320,302
Net Assets	$1,105,016,720

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$63,784,542

Expenses

$50,694,042

Net Income

$13,090,500

Net Assets

$987,587,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	-$4,932,724
Investment Income	$19,420,019	30.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$49,297,247	77.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$991,163,292
Total Liabilities	$3,575,312
Net Assets	$987,587,980

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$43,575,081

Expenses

$55,119,453

Net Income

-$11,544,372

Net Assets

$909,876,949

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	-$3,797,500
Investment Income	$16,743,672	38.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$28,586,610	65.6%
Net Inventory Sales	$0
Other Revenue	$2,042,299	4.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$912,416,660
Total Liabilities	$2,539,711
Net Assets	$909,876,949

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$308,478,020

Expenses

$52,558,057

Net Income

$255,919,963

Net Assets

$954,074,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$276,294,370	89.6%
Investment Income	$8,735,694	2.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$21,541,542	7.0%
Net Inventory Sales	$0
Other Revenue	$1,906,414	0.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$963,185,325
Total Liabilities	$9,110,742
Net Assets	$954,074,583

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
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Updated April 24, 2024

Kellogg Company Retiree Welfare Benefit Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$55.4M (2022)

Expenses $46M (2022)

Total Assets $1.09B (2022)

Total Liabilities $11.3M (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2010

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

−$55.4M (2022)

Expenses

$46M (2022)

Total Assets

$1.09B (2022)

Total Liabilities

$11.3M (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2004