2025-10-23T14:58:49+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP 835 N COLLEGE AVENUE INDIANAPOLIS IN 46202 990PF 2024-01-01 421431745 Athene Charitable Foundation ATHE 8003153346 7700 MILLS CIVIC PARKWAY MS 7C 16 WEST DES MOINES IA 502663862 RONA BERINOBIS Secretary & Treasurer 8003153346 2025-10-23 true Jennifer D Rhoderick P00395735 3176817000 2025-10-23 2024 2025-03-06 01:10:19Z X 4251669 X 3000000 136651 136651 399184 3388132 399184 0 0 0 0 0 0 3535835 535835 0 0 0 0 0 0 0 0 0 0 0 0 0 9159 659 0 0 0 0 0 130745 0 0 130745 139904 659 0 130745 3904253 3904253 4044157 659 0 4034998 -508322 535176 0 960706 3442378 3442378 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3412787 422793 809291 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4373493 3865171 4251669 0 0 0 0 0 0 X 4373493 3865171 4373493 3865171 4373493 3865171 4373493 -508322 0 3865171 0 3865171 FIRST TRUST GBL TACTICAL STG F P 2022-02-16 2024-11-01 58265 0 64318 -6053 0 -6053 FT-PREFERRED SECUR & INC ETF P 2022-02-16 2024-11-01 267303 0 290220 -22917 0 -22917 ISHARES CORE U.S. AGGREGATE P 2012-10-25 2024-11-01 112380 0 128672 -16292 0 -16292 ISHARES CORE U.S. AGGREGATE P 2019-07-31 2024-11-01 117266 0 133859 -16593 0 -16593 ISHARES CORE U.S. AGGREGATE P 2021-04-05 2024-11-01 156354 0 182222 -25868 0 -25868 SPDR PORTFOLIO S&P 600 SMALL P 2021-01-25 2024-11-01 23431 0 20765 2666 0 2666 SPDR PORTFOLIO S&P 600 SMALL P 2022-02-16 2024-11-01 493249 0 473036 20213 0 20213 SPDR S&P MIDCAP 400 ETF TRUST P 2021-01-25 2024-11-01 28313 0 22317 5996 0 5996 SPDR S&P MIDCAP 400 ETF TRUST P 2021-04-05 2024-11-01 127408 0 109146 18262 0 18262 SPDR S&P MIDCAP 400 ETF TRUST P 2022-02-16 2024-11-01 594569 0 518375 76194 0 76194 SPDR S&P 500 ETF TRUST P 2016-03-09 2024-11-01 162938 0 56868 106070 0 106070 SPDR S&P 500 ETF TRUST P 2021-04-05 2024-11-01 365897 0 260214 105683 0 105683 SPDR S&P 500 ETF TRUST P 2022-02-16 2024-11-01 728936 0 569921 159015 0 159015 VANGUARD FTSE DEVELOPED MKTS E P 2021-01-25 2024-11-01 30084 0 29116 968 0 968 VANGUARD FTSE DEVELOPED MKTS E P 2021-04-05 2024-11-01 75211 0 75741 -530 0 -530 VANGUARD FTSE DEVELOPED MKTS E P 2021-01-25 2024-11-01 46528 0 54158 -7630 0 -7630 399184 7439 0 7439 7439 9213 0 9213 1774 1774 0 false false false false false false false true true IA true false false false true true WWW.ATHENE.COM RONA BERINOBIS 5153424640 7700 MILLS CIVIC PARKWAY WEST DES MOINES IA 502663862 false false false true false false false false false false false false false false false false false false false false false false JAMES R BELARDI 7700 MILLS CIVIC PARKWAY MS 7C 16 WEST DES MOINES IA 502663862 DIRECTOR - PRESIDENT 0.50 0 0 0 GRANT KVALHEIM 7700 MILLS CIVIC PARKWAY MS 7C 16 WEST DES MOINES IA 502663862 DIRECTOR - VICE PRESIDENT 0.50 0 0 0 KRISTI BURMA 7700 MILLS CIVIC PARKWAY MS 7C 16 WEST DES MOINES IA 502663862 DIRECTOR - VICE PRESIDENT 0.50 0 0 0 RONA BERINOBIS 7700 MILLS CIVIC PARKWAY MS 7C 16 WEST DES MOINES IA 502663862 SECRETARY & TREASURER 0.50 0 0 0 0 0 OUR COATS AND BOOTS PROGRAM HELPS PREPARE ELEMENTARY SCHOOL CHILDREN FOR THE HARSH IOWA WINTER BY DONATING WINTER CLOTHES TO DES MOINES' MOST NEEDY FAMILIES. 130985 0 3611983 1800898 0 5412881 0 5412881 81193 5331688 266584 266584 7439 7439 259145 259145 259145 4034998 0 0 4034998 259145 0 2022 2021 2020 0 544705 649072 947040 1924298 2991405 7056520 4034998 0 0 0 259145 3775853 0 10832373 0 0 0 0 0 544705 10287668 649072 947040 1924298 2991405 3775853 ATHENE FOUNDATION ADMINISTRATION 7700 MILLS CIVIC PARKWAY MS 2B 10G WEST DES MOINES IA 502663862 8003153346 AtheneFoundation@athene.com COMPLETE COPY OF THE DONATION REQUEST INFORMATION APPLICATION. NO SUBMISSION DEADLINE. THE FOLLOWING LIST IS REQUIRED IN ORDER TO RECEIVE A GRANT: - BE A 501(C)(3) TAX EXEMPT ORGANIZATION OR THE FOREIGN PUBLIC CHARITY EQUIVALENT AS WELL AS GOVERNMENT INSTRUMENTALITIES (FOR CHARITABLE PURPOSES). - BE REGISTERED WITH THE SECRETARY OF STATE'S OFFICE IN THE STATE WHERE THE ORGANIZATION IS LOCATED. - BE BASED IN AND SERVE COMMUNITIES WHERE ATHENE EMPLOYEES LIVE AND WORK. - HAVE GOALS, EFFORTS OR ACTIVITIES THAT ARE ALIGNED WITH ONE OF ATHENE'S PILLARS - EDUCATION, HUMAN SEVICES, HEALTH & WELLNESS, ENVIRONMENTAL SUSTAINABILITY. - HAVE MISSION AND VALUES THAT ALIGN WITH THE FOUNDATION'S AND ATHENE'S MISSION AND VALUES, INCLUDING SUPPORTING DIVERSITY, EQUITY AND INCLUSION. - AGREE TO PROVIDE A POST-EVENT SUCCESS REPORT (WHAT WAS ACHIEVED WITH THE FOUNDATION'S DONATION). Young Women's Resource Center 818 5th Avenue Des Moines IA 50309 None PC Civic & Community 2500 American Heart Association 8805 Chambery Blvd 300 PMB 126 Johnston IA 50131 None PC Civic & Community 10000 Job Rides Inc PO Box 71264 Clive IA 50325 None PC Civic & Community 3000 Hip-Hope Inc PO Box 65342 West Des Moines IA 50265 None PC Civic & Community 7000 New Canaan Country School 635 Frogtown Road New Canaan IA 06840 None PC Civic & Community 5000 Capital City Pride 2643 Beaver Ave 170 Des Moines IA 50310 None PC Civic & Community 2500 Friends of Bermuda Community Foundation C/O Sterling House 1st Floor 16 W Hamilton Hamilton BD HM11 None PC Civic & Community 7917 Tech Journey Inc PO Box 42153 Urbandale IA 50323 None PC Civic & Community 5000 One Voice DSM 2323 Grand Ave Des Moines IA 50312 None PC Civic & Community 5000 DMARC Food Pantry C/O DMARC Food Pantry Network 100 Des Moines IA 50315 None PC Civic & Community 20000 Friends of YJI Attn WDMLA 646 South 34th Court West Des Moines IA 50265 None PC Civic & Community 2500 Best Buddies International-Iowa 7518 Hickman Rd Des Moines IA 50324 None PC Civic & Community 5000 Easter Seals of Iowa 401 NE 66th Ave Des Moines IA 50313 None PC Civic & Community 115000 IA Juneteenth Observance PO Box 3092 Des Moines IA 50316 None PC Civic & Community 3500 IA Healthiest State Initiative 301 Grand Ave Des Moines IA 50309 None PC Civic & Community 2500 United Way of Central Iowa 1111 9th Street Suite 100 Des Moines IA 50314 None PC Civic & Community 5000 Iowa Asian Alliance 6919 Vista Drive West Des Moines IA 50266 None PC Civic & Community 10000 Latino Resources Inc 4217 University Ave Suite 1 Des Moines IA 50311 None PC Civic & Community 5000 One Iowa PO Box 1419 Des Moines IA 50305 None PC Civic & Community 3000 Great Outdoors Foudation 501 SW 7th Street Suite G Granger IA 50109 None PC Civic & Community 1218333 ChildServe Foundation Attn Teri Wahlig MD PO Box 707 Johnston IA 50131 None PC Civic & Community 333334 Catholic Charities 601 Grand Ave Des Moines IA 50309 None PC Civic & Community 20000 Investing In My Future Inc PO Box 652 Des Moines IA 50303 None PC Civic & Community 2450 Grace Fitness 2643 Beaver Ave PMB 171 Des Moines IA 50310 None PC Civic & Community 2500 NAMI Iowa 3839 Merle Hay Road Ste 229 Des Moines IA 50310 None PC Civic & Community 2500 IA Legal Aid Foundation 666 Walnut St Fl 25 Des Moines IA 50309 None PC Civic & Community 1000 Back 2 School Iowa 1021 North Dakota Ave Ames IA 50014 None PC Civic & Community 1500 Iowa Remembers Inc 605 NW 10th Circle Grimes IA 50111 None PC Civic & Community 2000 Scholarship America PO Box 772514 Detroit MI 48277 None PC Civic & Community 119500 West Des Moines Human Services Friends Foundation PO Box 65393 West Des Moines IA 50265 None PC Civic & Community 500 EveryStep Foundation 3000 Easton Blvd Des Moines IA 50317 None PC Civic & Community 5000 Jewels Academy 1620 Pleasant St Ste 216 Des Moines IA 50314 None PC Civic & Community 15000 Food Bank of Iowa PO Box 1517 Des Moines IA 50305 None PC Civic & Community 5000 United Way of Central Iowa 1111 9th Street Suite 100 Des Moines IA 50314 None PC Civic & Community 1339278 Healthy Birth Day Inc 1820 NW 118th St Suite 220 Clive IA 50325 None PC Civic & Community 15000 Big Brothers Big Sisters of Central Iowa 9051 Swanson Blvd Clive IA 50325 None PC Civic & Community 20000 Children's Cancer Connection 5701 Greendale Road Johnston IA 50131 None PC Civic & Community 15000 Proteus Inc 1221 Center Street Suite 16 Des Moines IA 50309 None PC Civic & Community 2500 Oakridge Neighborhood Services 1401 Center Street Des Moines IA 50314 None PC Civic & Community 5000 Gigi's Playhouse-Des Moines 6507 University Ave Windsor Heights IA 50324 None PC Civic & Community 5000 Greenwich United Way 2 Dearfield Drive Suite 300 Greenwich CT 06831 None PC Civic & Community 74129 Sleep In Heavenly Peace Inc 2100 SE 72nd Street Runnells IA 50237 None PC Civic & Community 15000 Wreaths Across America PO Box 249 Columbia Falls ME 04623 None PC Civic & Community 510 Greater Des Moines Habitat for Humanity Attn Amy Yeager PO Box 716 Des Moines IA 50303 None PC Civic & Community 166667 WesleyLife Foundation 5508 NW 88th St Johnston IA 50131 None PC Civic & Community 100000 United Way of Central Iowa 1111 9th Street Suite 100 Des Moines IA 50314 None PC Civic & Community 13000 Friends of Bermuda Community Foundation C/O Sterling House 1st Floor 16 W Hamilton Hamilton BD HM11 None PC Civic & Community 3150 United Way of Central Iowa 1111 9th Street Suite 100 Des Moines IA 50314 None PC Civic & Community 634 AMERICAN ONLINE GIVING FOUNDATION PO Box 645725 Pittsburgh PA 15264 None PC Civic & Community 181351 3904253 0 14 136651 18 399184 0 535835 0 535835 false false false false false false false false false false X X 1 ATHENE USA 7700 MILLS CIVIC PARKWAY WEST DES MOINES IA 50266 3000000 X ISHARES CORE U.S. AGGREGATE 0 0 SPDR S&P MIDCAP 400 ETF TRUST 69993 99677 SPDR S&P 500 ETF TRUST 124344 468864 VANGUARD FTSE DEVELOPED MKTS E 95543 95640 SPDR S&P 600 CMALL CAP EFT 85047 101070 VANGUARD FTSE EMERGING MARKETS 47866 44040 FIRST TRUST GBL TACTICAL STG F 0 0 FT-PREFERRED SECUR & INC ETF (FPE) 0 0 PURCHASE OF COATS AND BOOTS 130985 130985 2023 COATS AND BOOTS REFUND -240 -240 Foreign Taxes Paid 659 659 Federal Taxes Paid 8500 0