Nonprofit · EIN 42-1431745
ATHENE CHARITABLE FOUNDATION
Tax-exempt · WEST DES MOINES, IA 50266
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $6,139,302 | $3,609,441 | $2,529,861 | $6,395,032 | $0 | $6,395,032 |
| December 31, 2024 | 990-PF | $3,535,835 | $4,044,157 | -$508,322 | $3,865,171 | $0 | $3,865,171 |
| December 31, 2023 | 990-PF | $4,083,868 | $3,300,460 | $783,408 | $4,373,493 | $0 | $4,373,493 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $6,000,000
- Dividends
- $139,302
Expenses
- Grants and similar amounts paid
- $3,478,550
- Disbursements for charitable purposes
- $3,609,018
- Excise tax on investment income
- $1,930
Balance sheet and other
- Total assets, start of year
- $3,865,171
- Total assets, end of year
- $6,395,032
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,395,032
- Fair market value of assets
- $6,907,484
- Qualifying distributions
- $3,609,018
- Net investment income
- $139,302
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRANT KVALHEIM 7700 MILLS CIVIC PARKWAY, MS 7C 16, WEST DES MOINES, IA 502663862 | DIRECTOR - PRESIDENT | 0.5 | $0 |
| RANDY EPRIGHT (BEG 0225) 7700 MILLS CIVIC PARKWAY, MS 7C 16, WEST DES MOINES, IA 502663862 | DIRECTOR - VICE PRESIDENT | 0.5 | $0 |
| KRISTI BURMA 7700 MILLS CIVIC PARKWAY, MS 7C 16, WEST DES MOINES, IA 502663862 | DIRECTOR - VICE PRESIDENT | 0.5 | $0 |
| RONA BERINOBIS 7700 MILLS CIVIC PARKWAY, MS 7C 16, WEST DES MOINES, IA 502663862 | SECRETARY & TREASURER | 0.5 | $0 |
| JAMES R BELARDI (THRU 0225) 7700 MILLS CIVIC PARKWAY, MS 7C 16, WEST DES MOINES, IA 502663862 | DIRECTOR - PRESIDENT | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R BELARDI 7700 MILLS CIVIC PARKWAY, MS 7C 16, WEST DES MOINES, IA 502663862 | DIRECTOR - PRESIDENT | 0.5 | $0 |
| GRANT KVALHEIM 7700 MILLS CIVIC PARKWAY, MS 7C 16, WEST DES MOINES, IA 502663862 | DIRECTOR - VICE PRESIDENT | 0.5 | $0 |
| KRISTI BURMA 7700 MILLS CIVIC PARKWAY, MS 7C 16, WEST DES MOINES, IA 502663862 | DIRECTOR - VICE PRESIDENT | 0.5 | $0 |
| RONA BERINOBIS 7700 MILLS CIVIC PARKWAY, MS 7C 16, WEST DES MOINES, IA 502663862 | SECRETARY & TREASURER | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James R Belardi 7700 Mills Civic Parkway, MS 7C 16, West Des Moines, IA 502663862 | Director - President | 0.5 | $0 |
| Grant Kvalheim 7700 Mills Civic Parkway, MS 7C 16, West Des Moines, IA 502663862 | Director - Vice President | 0.5 | $0 |
| Kristi Burma 7700 Mills Civic Parkwway, MS 7C 16, West Des Moines, IA 502663862 | Director - Vice President | 0.5 | $0 |
| Rona Berinobis 7700 Mills Civic Parkway, MS 7C 16, West Des Moines, IA 502663862 | Secretary & Treasurer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 7700 MILLS CIVIC PARKWAY MS 7C 16, WEST DES MOINES, IA 50266-3862
- In care of
- % RONA BERINOBIS
- Signed the 990-PF
- RONA BERINOBIS, SECRETARY & TREASURER
- Phone
- (800) 315-3346
- Website
- WWW.ATHENE.COM
- Return prepared by
- ERNST & YOUNG US LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1431745
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $6,395,032
- Income (IRS master file)
- $6,139,302
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $6,139,302 | $3,609,441 | $6,395,032 | XML |
| 990-PF | December 2024 | $3,535,835 | $4,044,157 | $3,865,171 | XML |
| 990-PF | December 2023 | $4,083,868 | $3,300,460 | $4,373,493 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 42-1431745).
Questions about ATHENE CHARITABLE FOUNDATION
- What is the EIN of ATHENE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ATHENE CHARITABLE FOUNDATION is 42-1431745.
- Is ATHENE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to ATHENE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ATHENE CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ATHENE CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ATHENE CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ATHENE CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ATHENE CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,139,302, expenses of $3,609,441 and total assets of $6,395,032 at year end.
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