Financials

WKKF and the W.K. Kellogg Foundation Trust are committed to managing financial resources efficiently and effectively.

Annually, independent auditors are engaged to audit our financial statements and review the effectiveness of our internal controls. Results of our audits are typically released in December.

The foundation and trust also each complete Form 990-PFs, an informational return for U.S. private foundations filed with the IRS reporting assets, investments, expenses and grant activity. The 990-PF is due in January, but an extension is typically requested to provide time to gather investment portfolio documentation.