Kellog+Foundation

W. K. Kellogg Foundation
1 Michigan Ave. E. Battle Creek, MI 49017-4005 Telephone: (269) 968-1611 URL: www.wkkf.org

Type of Grantmaker
Independent foundation

IRS Exemption Status
501(c)(3)

Additional Descriptor
Celebrity foundation: Business==== Financial Data ==== (yr. ended 8/31/10) Assets: $7,238,160,845 Total giving: $270,011,667

EIN
381359264

990-PF
2010 2009 2008 2007 2006 2006 2005 2004 2003 2002 2001 The IRS has announced processing errors on electronically filed Forms 990 for filing years 2007-2009. Learn More»



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//Note: If a donor is deceased, the symbol (‡) follows the name.// W.K. Kellogg‡

W.K. Kellogg Foundation Trust

Carrie Staines Kellogg Trust



Incorporated in 1930 in MI. Founded in 1930 by breakfast cereal pioneer W.K. Kellogg, who established his foundation with one primary goal in mind, "to help people help themselves." W.K. Kellogg donated more than $66 million in Kellogg Company stock and other investments to establish the W.K. Kellogg Foundation. The W.K. Kellogg Foundation Trust, which was set up by Mr. Kellogg, continues to own substantial equity in the Kellogg Company. The two organizations have enjoyed a long-standing relationship; however, the foundation is governed by an independent Board of Trustees and receives its income primarily from the trust's investments.

The foundation is a signatory to Philanthropy's Promise, and consequently, will be committing a significant percentage of their grantmaking dollars to meeting the needs of underserved communities, including the financial support of advocacy and civic engagement.

Giving primarily in the U.S., with emphases on MI, MS, and NM, funding also for programs focused in Southern Mexico, Haiti, and northeast Brazil. No support for religious purposes or for capital facilities. No grants to individuals, or for scholarships, endowment funds, development campaigns, films, equipment, publications, conferences, or radio and television programs unless they are an integral part of a project already being funded; no grants for operating budgets.

The Kellogg Foundation makes grants to organizations that embrace a similar mission of creating communities, systems, and nations in which all children have an equitable and promising future - one in which all children thrive. Grants fund programs and projects that support children, families, and communities as they strengthen and create conditions that propel children to achieve success as individuals and as contributors to the larger community and society.

The grantmaker has identified the following area(s) of interest:

Civic Engagement
Children and their families need opportunities to play an active role in their community and a vibrant nonprofit and philanthropic to support the attainment of the social good. The philanthropic sector has seen significant growth and an increase in "new philanthropists" including women and minorities. At the same time, there has been a decline in civic participation, especially by those vulnerable populations who most benefit from better representation in the democratic process. Through new civic/philanthropic partnerships, the foundation will inspire people - regardless of race, ethnicity, class, age and gender to act on behalf of vulnerable children and families.

Education and Learning
Children need environments that stimulate and support their natural curiosity and foster a passion for learning. Society must change how educational systems are structured to respond to the learning needs of the whole child and prepare young people for a fast-changing workforce. The foundation promotes the healthy development of children, and increase the ability of families to become civically engaged, obtain high-wage employment and enjoy health and well-being.

Employee Matching Gifts
The foundation matches gifts of all full-time employees, officers, trustees, and retired employees to eligible organizations having status as a public institution under Section 501(c)(3) and 509(a) of the Internal Revenue Code and foreign charitable organizations determined equivalent to a U.S. Section 501(c)(3) and 509(a) organization. This includes schools, government units, hospital or medical research facilities, religious organizations, and public-supported charities. Only direct gifts of cash or marketable securities to the charity by an eligible donor will be matched. The minimum gift is $25 and the maximum is $100,000 per eligible donor per calendar year. The maximum total corporate payout per employee, per year is $200,000. Gifts are matched on a two-to-one ratio. Contributions by the foundation may not be used to provide personal benefits to, or to discharge a pledge or other legal obligation of, the donor. Similarly, contributions by a donor that provide personal benefits to the donor or other person such as payments of tuition, membership dues, subscriptions, and other similar fees, are not eligible for matching grants by the foundation.

Family Economic Security
Children need economically secure families. The families of vulnerable children need opportunities to develop financial security and have meaningful career options. The foundation's intent is to help build financial independence (such as savings, retirement investments, home equity and college assistance for children) as a means to make families more able to succeed today and pass greater assets onto future generations.

Food, Health and Well-being
Children need love, high-quality food, physical activity, interaction with nature, and access to health care. This holistic view of children covers a breadth of factors, such as living without fear of violence in a place where the air and water is free from toxins and where health care and healthy food are accessible and affordable. Addressing these social determinants of well-being will build safe environments where all children can thrive and grow.

Latin America and the Caribbean
In this region, the foundation seeks to help weave healthy, self-reliant communities in which children have real opportunities now and in the future through social, economic, and institutional development, focusing on vulnerable children, families and communities, especially indigenous and Afro-descent people. Building from past investments and potential opportunities, the following geographic regions will be priority places for Kellogg Foundation investments: 1) Mexico - Oaxaca, Chiapas, Guerrero, and Michoacan; 2) Central America - Guatemala (focusing on the areas that border Mexico, and the contiguous states to the north); Honduras and Nicaragua - Gulf Coastal areas with large Afro-descent populations; El Salvador - an urban area with a strong micro enterprise infrastructure. In addition, the foundation supports national and regional efforts to support the local work, especially as it pertains to economic development. An implementation plan is under development for the work in Mexico and Central America, where a regional office has been established in Mexico. Until these are complete, grantmaking in this region will be minimal. While reducing the scope of its work in South America and the Caribbean generally, the foundation has started a leadership and organizational development program focused on racial equity and social inclusion in Brazil, especially the northeast. This work is in its initial stages and all grantmaking in Brazil will be focused on this topic. Limited investments in the Caribbean, particularly Hati, will be considered as opportunities arise.

Michigan, Mississippi and New Mexico
As a general guideline, the foundation allocates 80 percent of its funding each year to the United States. The foundation targets just over half of their budgeted domestic dollars to the following three priority states: Michigan, Mississippi and New Mexico. The remaining domestic funds are spread across the U.S. in urban, suburban and rural communities.

Racial Equity
The foundation is striving to be an effective, anti-racist organization, that promotes racial equity. This commitment is a key part of the organization's broader mission to help all children thrive. Resources will be focused to strengthen and support a sustainable and accountable communications and media infrastructure, to invest in and build support of key organizations, to support other elements of the foundation's programming that are linked to efforts to eliminate racial disparities and inequities, and to support the dismantling of structural racism through research, legal strategies, policy and advocacy. In an effort to address the devastating impact of racial inequities on communities across the country, the foundation launched a five-year, $75 million initiative - America Healing - that aims to improve life outcomes for vulnerable children and their families by promoting racial healing and eliminating barriers to opportunities. During the first phase of America Healing, 119 organizations will receive grants totaling $14,613,709 specifically to support community-based organizations' healing efforts among racial and ethnic groups that address historic burdens, disparities and barriers to opportunity. Their efforts will focus within local communities to increase opportunities for children in education, health and economic areas. Grantees represent 29 states and the District of Columbia and all racial and ethnic population groups.

Southern Africa
In response to global economic conditions, the foundation adopted a more cost-effective model to fulfill its philanthropic mission in southern Africa. In June 2009, the foundation announced the closing of its office in Pretoria, South Africa. Today, it has an international team based in the United States, that continues to manage and evaluate the current foundation grants in the southern Africa region. The foundation anticipates that it may support a select number of opportunities that go hand-in-hand with its mission. While the foundation is not accepting unsolicited proposals for the southern Africa region, some of those opportunities for support may include Mission-Driven Investing. Mission-Driven Investing (MDI) is an investment program designed to help maximize the foundation's efforts to realize its mission. The approach goes beyond traditional grantmaking efforts to invest endowment dollars in for-profit enterprises that both realize market rates of return and improve the lives of vulnerable children.

Subjects
Agriculture

Agriculture/food

Community/economic development

Community development, neighborhood development

Education

Education, early childhood education

Elementary school/education

Health care

Health care, reform

Health organizations, association

Leadership development

Minorities/immigrants, centers/services

Rural development

Secondary school/education

Voluntarism promotion

Youth development, services

Youth, services

International Interests
Brazil

Haiti

Latin America

Mexico

Population Groups
African Americans/Blacks

Asians/Pacific Islanders

Children

Children/youth

Economically disadvantaged

Hispanics/Latinos

Immigrants/refugees

Indigenous peoples

Infants/toddlers

Minorities

Native Americans/American Indians

Single parents

Youth

National; international

Michigan

Mississippi

New Mexico

Employee matching gifts

Matching/challenge support

Mission-related investments/loans

Program development

Program evaluation

Seed money

Annual report

Financial statement

Grants list

Occasional report

Program policy statement

The foundation requires all proposals to be submitted via an initial process online at www.wkkf.org. Please contact the Proposal Processing office for assistance if you are having difficulty submitting your request online or don't have internet access. Please note only nonprofit organizations are eligible for funding from the foundation and grants are currently limited to programs focused in southern Mexico, Haiti, northeast Brazil, and the United States. While the foundation funds nationally in the United States, it prioritize funding in Michigan, Mississippi, and New Mexico. (While the foundation remains committed to the southern African region, it is not currently accepting proposal submissions.) Should you have additional questions, please contact the Central Proposal Processing office at (269) 969-2329. Application form required. Initial approach: Online submission is required. Contact the Central Proposal Processing office at (269) 969-2329 for instructions if unable to submit online

Copies of proposal: 1

Board meeting date(s): Monthly

Deadline(s): None

Final notification: 45 days

Applications accepted in the following language(s): English, Portuguese, and Spanish

Additional information: Please review the foundation's web site for detailed information about the foundation's current goals and programming before entering your proposal information. The web site also contains information regarding what to expect during the initial grant application process. A Frequently Asked Questions section on the site can likewise answer many of the general questions you may have regarding the foundation and its funding process. If your submission is selected for further development, you will be required to provide additional information.



//Note: An asterisk (*) following an individual's name indicates an officer who is also a trustee or director.//
 * Sterling K. Speirn**,* Chief Executive Officer and President
 * La June Montgomery-Tabron**, Chief Operating Officer and Treasurer
 * James E. McHale**, Chief of Staff
 * Gail C. Christopher**, Vice President, Program Strategy
 * Joel R. Wittenberg**, Vice President and C.I.O.
 * Joanne K. Krell**, Vice President, Communications
 * Gregory B. Taylor**, Vice President, Program Strategy
 * Susan Katz Froning**, Corp. Secretary and General Counsel
 * Roderick D. Gillum**
 * Dorothy A. Johnson**

Affiliation(s):

//Alexander F. Victor Foundation, Secretary//


 * Fred P. Keller**

Affiliation(s):

//Cascade Engineering, Chief Executive Officer and Founder//


 * Hanmin Liu**
 * Cynthia H. Milligan**

Affiliation(s):

//University of Nebraska-Lincoln, Dean, College of Business Admin.//

//Wells Fargo & Co., Director//

//The Gallup Organization, Director//

//Bryan LGH Health Center Foundation, Chairperson//


 * Wenda Weekes Moore**
 * Bobby Moser**
 * Ramon Murguia**
 * Joseph M. Stewart**
 * Richard M. Tsoumas**

Number of Staff
102 full-time professional

44 full-time support



Regional Associations of Grantmakers
Council of Michigan Foundations

Minnesota Council on Foundations

New Mexico Association of Grantmakers

Northern California Grantmakers

Ohio Grantmakers Forum

Philanthropy Northwest

Affinity Groups
Asian Americans/Pacific Islanders in Philanthropy

Association of Black Foundation Executives

Association of Small Foundations

Funders' Network for Smart Growth and Livable Communities

Grantmakers for Children, Youth and Families

Grantmakers for Education

Grantmakers for Effective Organizations

Grassroots Grantmakers

Hispanics in Philanthropy

More for Mission

National Alliance for Hispanic Health

Native Americans in Philanthropy

Philanthropy for Active Civic Engagement (PACE)

Associations and Other Philanthropic Organizations
Council on Foundations

Independent Sector

Michigan Nonprofit Association

Year ended 8/31/10:
Assets: $7,238,160,845 (market value)

Expenditures: $358,022,541

Total giving: $270,011,667

Qualifying distributions: $336,126,232

Giving activities include:

$266,431,866 for grants

$3,579,801 for employee matching gifts

$1,142,320 for foundation-administered programs



County: Calhoun

Metropolitan area: Battle Creek, MI

Congressional district: Michigan District 7



The following grants were reported in 2010: $1,500,000 to Greater New Orleans Foundation, New Orleans, LA. To improve outcomes for vulnerable New Orleans children, ages 0-8, through community and civic engagement, next generation leadership development and collaboration, payable over 1 year. $1,200,000 to Detroit Parent Network, Detroit, MI. To engage, connect, and empower parents and families of Detroit Public Schools' students to achieve academic and social success through sustained parent support, resources, leadership development, and training, payable over 1 year. $400,000 to Center for Rural Affairs, Lyons, NE. To increase low-income children's access to healthy food, increase number of family farmers producing healthy food in environmentally sound manner, improve long-term economic viability of sustainable and organic farming, and strengthen rural and urban communities through food and agriculture-based development, payable over 1 year. $93,391 to GELEDES Institute of Black Women, Sao Paulo, Brazil. To inform and educate public opinion on racial issues in Brazil, payable over 1 year. $85,000 to New Mexico Center on Law and Poverty, Albuquerque, NM. To improve well-being of immigrant children in New Mexico by increasing family access to, and participation in, public benefits programs that affect overall health, payable over 1 year. $24,988 to Consejo de Organizaciones de la Sociedad Civil de Sinaloa, A.C., Mazatlan, Mexico. To promote social development programs in Mazatlan through creation of municipal fund, payable over 1 year. $10,000 to University of Mississippi, Jackson, MS. To encourage dialogue between community residents and health care providers on issues of racial and ethnic disparities in health care by implementing lecture series, payable over 1 year.