Nonprofit · EIN 27-6820275
KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TR
Tax-exempt · CHICAGO, IL 60601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $82,278,135 | $70,922,521 | $11,355,614 | $791,274,956 | $0 | $791,274,956 |
| December 31, 2023 | 990 | $51,673,149 | $90,227,904 | -$38,554,755 | $926,429,108 | $0 | $926,429,108 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $10,629,639
- Investment income
- $71,648,496
- Net gain from sales of assets
- $40,759,549
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $66,863,271
- Compensation of officers, directors and key employees
- $45,365
- Salaries, compensation and benefits (total)
- $45,365
- Professional fundraising fees
- $0
- Legal fees
- $21,788
- Accounting fees
- $46,200
- Program services (functional)
- $66,863,271
- Management and general (functional)
- $4,059,250
Balance sheet and other
- Total assets, start of year
- $926,429,108
- Total assets, end of year
- $791,274,956
- Total liabilities, end of year
- $0
- Net assets, end of year
- $791,274,956
- Gross receipts
- $553,309,494
- Employees
- 0
- Year formed
- 2011
- State of legal domicile
- IL
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| The Northern Trust Company | Trustee Institutional trustee | 40 | $45,365 |
| Employee Benefits Admin Board | Trustee Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 40 | $49,981 |
| EMPLOYEE BENEFITS ADMIN BOARD | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 200 E RANDOLPH ST STE 7500, CHICAGO, IL 60601-7012
- In care of
- % THE NORTHERN TRUST COMPANY
- Principal officer (990 for 2024)
- Kourtney Karleski
- Signed the 990
- Kourtney Karleski, Vice President
- Phone
- (800) 543-5335
- Return prepared by
- Fuller Tax
Mission
The purpose of this trust is to provide retiree medical and life insurance coverage as set forth in the Kraft Heinz Company Retiree Health and Welfare Benefits Plan which is funded through this trust.
Program accomplishments
- To provide retiree benefits under the Kraft Heinz Company Retiree Health and Welfare Benefits Plan.Expenses $66,863,271
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-6820275
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $791,274,956
- Income (IRS master file)
- $553,309,494
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $82,278,135 | $70,922,521 | $791,274,956 | XML |
| 990 | December 2023 | $51,673,149 | $90,227,904 | $926,429,108 | XML |
| 990 | December 2022 | $3,981,195 | $81,733,792 | $887,938,749 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 27-6820275).
Questions about KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TR
- What is the EIN of KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TR?
- The employer identification number (EIN) of KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TR is 27-6820275.
- Is KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2013.
- Are donations to KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TR 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 KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TR 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 KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TR 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 KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TR?
- The 990 for the year ended December 31, 2024 names Kourtney Karleski.
- Who are the officers and directors of KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TR?
- The 990 for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $45,365 (The Northern Trust Company, Trustee).
- How much revenue does KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $82,278,135, expenses of $70,922,521 and total assets of $791,274,956 at year end.
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