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Nonprofit · EIN 42-1415998

TRANSAMERICA FOUNDATION

Tax-exempt · CEDAR RAPIDS, IA 52499

Financials

$9.6M$8.5M2023$6.8M$14.3M2024
Revenue Expenses · by fiscal year end
Financials of TRANSAMERICA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,832,668$14,265,975-$7,433,307$172,082,011$5,778,301$166,303,710
December 31, 2023990-PF$9,619,387$8,548,264$1,071,123$162,328,090$1,245,292$161,082,798
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,369,576
Interest
$1,419,652
Net gain from sales of assets
$3,106,290
Other income
-$62,850

Expenses

Grants and similar amounts paid
$13,150,334
Disbursements for charitable purposes
$8,091,419
Excise tax on investment income
$81,907

Balance sheet and other

Total assets, start of year
$162,328,090
Total assets, end of year
$172,082,011
Total liabilities, end of year
$5,778,301
Net assets, end of year
$166,303,710
Fair market value of assets
$172,082,011
Qualifying distributions
$8,091,419
Net investment income
$6,949,951

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-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ANDREW S WILLIAMS
6400 C STREET SW, CEDAR RAPIDS, IA 52499
DIRECTOR5$0
MAURICE PERKINS
6400 C STREET SW, CEDAR RAPIDS, IA 52499
PRESIDENT5$0
SCOTT ALBERTSON
6400 C STREET SW, CEDAR RAPIDS, IA 52499
CHIEF TAX OF5$0
CHAD MEYERS
6400 C STREET SW, CEDAR RAPIDS, IA 52499
DIRECTOR5$0
TIFFANY BAKER
6400 C STREET SW, CEDAR RAPIDS, IA 52499
VICE PRESIDE5$0
LAURA WIRTH
6400 C STREET SW, CEDAR RAPIDS, IA 52499
DIRECTOR5$0
ERIC HANSEN
6400 C STREET SW, CEDAR RAPIDS, IA 52499
TREASURER5$0
DAN REESE
6400 C STREET SW, CEDAR RAPIDS, IA 52499
ASSISTANT SE5$0
SEAN FANNING
6400 C ST SW, CEDAR RAPIDS, IA 52499
DIRECTOR5$0
DANIEL GOODMAN
6400 C ST SW, CEDAR RAPIDS, IA 52499
SECRETARY5$0
RYAN PATTERSON
6400 C ST SW, CEDAR RAPIDS, IA 52499
CHIEF INVES.5$0
990-PF for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
ANDREW S WILLIAMS
6400 C STREET SW, CEDAR RAPIDS, IA 52499
DIRECTOR0$0
MAURICE PERKINS
6400 C STREET SW, CEDAR RAPIDS, IA 52499
PRESIDENT0$0
SCOTT ALBERTSON
6400 C STREET SW, CEDAR RAPIDS, IA 52499
CHIEF TAX OF0$0
CHAD MEYERS
6400 C STREET SW, CEDAR RAPIDS, IA 52499
DIRECTOR0$0
TIFFANY BAKER
6400 C STREET SW, CEDAR RAPIDS, IA 52499
VICE PRESIDE0$0
LAURA WIRTH
6400 C STREET SW, CEDAR RAPIDS, IA 52499
DIRECTOR0$0
ERIC HANSEN
6400 C STREET SW, CEDAR RAPIDS, IA 52499
TREASURER0$0
STEVEN DAVID WEINBERG
6400 C STREET SW, CEDAR RAPIDS, IA 52499
SECRETARY0$0
SEAN FANNING
6400 C ST SW, CEDAR RAPIDS, IA 52499
DIRECTOR0$0
DANIEL GOODMAN
6400 C ST SW, CEDAR RAPIDS, IA 52499
ASSISTANT SE0$0
RYAN PATTERSON
6400 C ST SW, CEDAR RAPIDS, IA 52499
CHIEF EXEC.0$0

Address and contacts

Address (IRS master file)
6400 C ST SW, CEDAR RAPIDS, IA 52499-0003
In care of
% ERIC HANSEN
Signed the 990-PF
SCOTT ALBERTSON, CHIEF TAX OFFICER
Phone
(770) 248-3378
Return prepared by
BGHN ASSOCIATES PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
42-1415998
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$172,082,011
Income (IRS master file)
$71,630,607

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,832,668$14,265,975$172,082,011XML
990-TDecember 2024–––IRS
990-PFDecember 2023$9,619,387$8,548,264$162,328,090XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 42-1415998).

Questions about TRANSAMERICA FOUNDATION

What is the EIN of TRANSAMERICA FOUNDATION?
The employer identification number (EIN) of TRANSAMERICA FOUNDATION is 42-1415998.
Is TRANSAMERICA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to TRANSAMERICA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TRANSAMERICA FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of TRANSAMERICA FOUNDATION 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 TRANSAMERICA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of TRANSAMERICA FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does TRANSAMERICA FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,832,668, expenses of $14,265,975 and total assets of $172,082,011 at year end.

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