Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
ITA GROUP FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 7000 VISTA DRIVE
  Room/suite
City or town
WEST DES MOINES
State or province
IA
Country  
ZIP or foreign postal code
50266
A Employer identification number

42-1462086
B Telephone number (see instructions)

5153263289
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$868,872J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 468,500
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 8,284 8,284  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,863
b Gross sales price for all assets on line 6a 99,515
7 Capital gain net income (from Part IV, line 2)... 6,863
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 483,647 15,147 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
82 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
122 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 204 0 0 0
25 Contributions, gifts, grants paid....... 381,015 381,015
26 Total expenses and disbursements. Add lines 24 and 25 ................ 381,219 0 0 381,015
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 102,428
b Net investment income (if negative, enter -0-) 15,147
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 684,767 272,048 272,048
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 85,651 Click to see attachment
List of Attached Documents:
// Content
600,798 		596,824
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 770,418 872,846 868,872
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 770,418 872,846
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 770,418 872,846
30 Total liabilities and net assets/fund balances (see instructions). 770,418 872,846
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
770,418
2
Enter amount from Part I, line 27a .....................
2
102,428
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
872,846
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
872,846
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a WELLS FARGO ADVISORS P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 99,515   92,652 6,863
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       6,863
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 6,863
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3 6,863
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 211
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 211
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 211
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 115
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 115
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 96
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofTIM HEASTON CFO Telephone no. (515) 326-3289

Located at7000 VISTA DRIVEWEST DES MOINESIA ZIP+450266
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BRENT VANDER WAAL PRESIDENT
1.00 		0 0 0
7000 VISTA DRIVE
WEST DES MOINES,IA50266
MELISSA HOFMANN SECRETARY
1.00 		0 0 0
7000 VISTA DRIVE
WEST DES MOINES,IA50266
TIM HEASTON TREASURER
1.00 		0 0 0
7000 VISTA DRIVE
WEST DES MOINES,IA50266
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
114,828
b
Average of monthly cash balances.......................
1b
606,705
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
721,533
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
721,533
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
10,823
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
710,710
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
35,536
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
35,536
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
211
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
211
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
35,325
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
35,325
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
35,325
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
381,015
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
381,015
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 35,325
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 298,905
b From 2021...... 241,912
c From 2022...... 278,986
d From 2023...... 305,624
e From 2024...... 262,229
f Total of lines 3a through e ........ 1,387,656
4Qualifying distributions for 2025 from Part
XI, line 4: $ 381,015
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 35,325
e Remaining amount distributed out of corpus 345,690
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,733,346
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		298,905
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,434,441
10 Analysis of line 9:
a Excess from 2021 .... 241,912
b Excess from 2022 .... 278,986
c Excess from 2023 .... 305,624
d Excess from 2024 .... 262,229
e Excess from 2025 .... 345,690
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

UNITED WAY OF CENTRAL IOWA

1111 9TH ST
DES MOINES,IA50314 		NONE   GENERAL FUND 115,315

THE HOME DEPOT FOUNDATION

2455 PACES FERRY ROAD NW
ATLANTA,GA30339 		NONE   GENERAL FUND 30,000

BOYS & GIRLS CLUB OF SAN FRANCISCO

380 FULTON STREET
SAN FRANCISCO,CA94102 		NONE   GENERAL FUND 15,000

CHILDSERVE

5406 MERLE HAY RD
JOHNSTON,IA50131 		NONE   GENERAL FUND 12,000

MEALS ON WHEELS ATLANTA

1705 COMMERCE DR NW
ATLANTA,GA30318 		NONE   GENERAL FUND 10,000

MEALS ON WHEELS SAN FRANCISCO

2230 JERROLD AVE
SAN FRANCISCO,CA94124 		NONE   GENERAL FUND 10,000

SAVANNAH COLLEGE OF ART & DESIGN

342 BULL ST
SAVANNAH,GA31401 		NONE   GENERAL FUND 10,000

CHILDREN'S HEALTHCARE OF ATLANTA

1575 NORTHEAST EXPRESSWAY NE
ATLANTA,GA30329 		NONE   GENERAL FUND 7,500

GREATER DES MOINES PUBLIC ART FOUNDATION

1915 GRAND AVENUE
DES MOINES,IA503093311 		NONE   GENERAL FUND 5,000

BIG BROTHERS BIG SISTERS OF CENTRAL IOWA

2130 GRAND AVE
DES MOINES,IA50312 		NONE   GENERAL FUND 5,000

BRAVO GREATER DES MOINES

805 GRAND AVENUE SUITE 250
DES MOINES,IA50309 		NONE   GENERAL FUND 5,000

RYSE YOUTH EMERGENCY CARE FUND

3939 BISSELL AVE
RICHMOND,CA94805 		NONE   GENERAL FUND 4,500

POLLEN INITIATIVE

PO BOX 1493
ALAMEDA,CA94501 		NONE   GENERAL FUND 4,000

ELLIPSIS

7225 NW 58TH
JOHNSTON,IA50131 		NONE   GENERAL FUND 4,000

THE CHILDREN'S TRUST OF MASSACHUSETTS

55 COURT STREET FLOOR 4
BOSTON,MA02108 		NONE   GENERAL FUND 4,000

THE LEUKEMIA & LYMPHOMA SOCIETY NEW ENGLAND REGION

PO BOX 22470
NEW YORK,NY10087 		NONE   GENERAL FUND 4,000

PRINCIPAL CHARITY CLASSIC

801 GRAND AVENUE
DES MOINES,IA50309 		NONE   GENERAL FUND 4,000

CRADLES TO CRAYONS

281 NEWTONVILLE AVE
NEWTON,MA02460 		NONE   GENERAL FUND 3,500

JUNIOR ACHIEVEMENT OF CENTRAL IOWA

6100 GRAND AVENUE
DES MOINES,IA50312 		NONE   GENERAL FUND 3,500

MARKETING RESEARCH EDUCATION FOUNDATION

4662 SLATER ROAD
EAGAN,MN55122 		NONE   GENERAL FUND 3,500

TECH GOES HOME

867 BOYLSTON STREET 5TH FLOOR
BOSTON,MA02116 		NONE   GENERAL FUND 3,500

THE GREATER BOSTON FOOD BANK

70 SOUTH BAY AVENUE
BOSTON,MA02118 		NONE   GENERAL FUND 3,000

SWEAT MAKES CENTS (SMC)

1395 EAST COBB DRIVE 72821
MARIETTA,GA30068 		NONE   GENERAL FUND 3,000

RED CROSS

2116 GRAND AVENUE
DES MOINES,IA50312 		NONE   GENERAL FUND 3,000

ABOVE BEYOND CANCER

1915 GRAND AVENUE
DES MOINES,IA50309 		NONE   GENERAL FUND 2,500

MICHIGAN STATE UNIVERSITY

426 AUDITORIUM ROAD
EAST LANSING,MI48824 		NONE   GENERAL FUND 2,500

RAISING READERS IN THE HEARTLAND

5820 NW 142ND AVENUE
POLK CITY,IA50226 		NONE   GENERAL FUND 2,500

DES MOINES BALLET

655 WALNUT ST
DES MOINES,IA50309 		NONE   GENERAL FUND 2,500

LOVE FOR RED INC

7868 BEECHTREE LANE
WEST DES MOINES,IA50266 		NONE   GENERAL FUND 2,500

BREAKTHROUGH T1D

4515 FLEUR DRIVE SUITE 203
DES MOINES,IA50321 		NONE   GENERAL FUND 2,500

WESLEY COMMUNITY SERVICES (WESLEYLIFE)

5508 NW 88TH ST
JOHNSTON,IA50131 		NONE   GENERAL FUND 2,500

BIG BROTHERS BIG SISTERS

9051 SWANSON BLVD
CLIVE,IA50325 		NONE   GENERAL FUND 2,500

YWCA BOSTON

140 CLARENDON ST
BOSTON,MA02116 		NONE   GENERAL FUND 2,500

BOYS AND GIRLS CLUB OF CENTRAL IOWA

1421 WALKER ST
DES MOINES,IA50316 		NONE   GENERAL FUND 2,200

MAKE-A-WISH - GEORGIA

1775 THE EXCHANGE SE 200
ATLANTA,GA30339 		NONE   GENERAL FUND 2,000

KAT6 FOUNDATION

3 LOUISE DR
WEST NYACK,NY10994 		NONE   GENERAL FUND 2,000

CAN PLAY

6500 GRAND AVE
WEST DES MOINES,IA50266 		NONE   GENERAL FUND 2,000

THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

PO BOX 4777
NEW YORK,NY101634777 		NONE   GENERAL FUND 2,000

DOROTHY'S HOUSE

PO BOX 57672
DES MOINES,IA50317 		NONE   GENERAL FUND 2,000

MEALS FROM THE HEARTLAND

357 LINCOLN ST
WEST DES MOINES,IA50265 		NONE   GENERAL FUND 2,000

OPERATION FEED ATL

1700 NORTHSIDE DRIVE SUITE A7 5127
ATLANTA,GA30318 		NONE   GENERAL FUND 2,000

HOPE MINISTRIES

PO BOX 862
DES MOINES,IA50304 		NONE   GENERAL FUND 2,000

NATIONAL KIDNEY FOUNDATION

30 E 33RD STREET
NEW YORK,NY10016 		NONE   GENERAL FUND 2,000

FOSTER VILLAGE

15400 FITZHUGH RD
DRIPPING SPRINGS,TX78620 		NONE   GENERAL FUND 1,800

MCNAY ART MUSEUM

6000 N NEW BRAUNFELS AVE
SAN ANTONIO,TX78209 		NONE   GENERAL FUND 1,500

SAGINAW CHILDREN'S ZOO

1730 S WASHINGTON AVE
SAGINAW,MI48601 		NONE   GENERAL FUND 1,500

ASSOCIATION OF BUSINESS AND INDUSTRY FOUNDATION

400 EAST COURT AVE SUITE 100
DES MOINES,IA50309 		NONE   GENERAL FUND 1,500

IOWA HEALTHIEST STATE INITIATIVE

301 GRAND AVE
DES MOINES,IA50309 		NONE   GENERAL FUND 1,500

SAN FRANCISCO GAY MEN'S CHORUS

170 VALENCIA STREET
SAN FRANCISCO,CA94103 		NONE   GENERAL FUND 1,500

WAUKEE AREA CHRISTIAN SERVICES

1155 SE BOONE DR
WAUKEE,IA50263 		NONE   GENERAL FUND 1,500

PACE CENTER FOR GIRLS

6745 PHILLIPS INDUSTRIAL BOULEVARD
JACKSONVILLE,FL32256 		NONE   GENERAL FUND 1,500

COMMUNITY SERVINGS

179 ARMORY STREET
BOSTON,MA02130 		NONE   GENERAL FUND 1,500

SPECIAL OLYMPICS OF IOWA

551 DOVETAIL RD
GRIMES,IA50111 		NONE   GENERAL FUND 1,500

DMARC

100 ARMY POST RD
DES MOINES,IA50315 		NONE   GENERAL FUND 1,500

MANY HANDS

709 MAIN STREET
PELLA,IA50219 		NONE   GENERAL FUND 1,250

ALS ASSOCIATION IOWA CHAPTER

3636 WESTOWN PARKWAY 204
WEST DES MOINES,IA50266 		NONE   GENERAL FUND 1,000

HOME INC

1618 6TH AVE
DES MOINES,IA50314 		NONE   GENERAL FUND 1,000

DYSAUTONOMIA INTERNATIONAL INC

PO BOX 596
EAST MORICHES,NY11940 		NONE   GENERAL FUND 1,000

AMERICAN CANCER SOCIETY

PO BOX 715
DES MOINES,IA50303 		NONE   GENERAL FUND 1,000

AMERICAN RED CROSS - IOWA REGION

216 GRAND AVE
DES MOINES,IA50312 		NONE   GENERAL FUND 1,000

HEALTHY BIRTH DAY

1820 NW 118TH ST
CLIVE,IA50325 		NONE   GENERAL FUND 1,000

EASTER SEALS

401 NE 66TH AVENUE
DES MOINES,IA50313 		NONE   GENERAL FUND 1,000

ANIMAL RESCUE LEAGUE OF IOWA

5452 NE 22ND ST
DES MOINES,IA50313 		NONE   GENERAL FUND 1,000

CHILDREN'S CANCER CONNECTION

5701 GREENDALE RD
JOHNSTON,IA50131 		NONE   GENERAL FUND 1,000

FAMILIES FORWARD

8 THOMAS
IRVINE,CA92618 		NONE   GENERAL FUND 1,000

EARLHAM SOCCER CLUB

16883 358TH CT
EARLHAM,IA50072 		NONE   GENERAL FUND 1,000

CAMP FIRE HEART OF IOWA

5615 HICKMAN RD
DES MOINES,IA50310 		NONE   GENERAL FUND 1,000

DES MOINES COMMUNITY PLAYHOUSE

831 42ND ST
DES MOINES,IA50312 		NONE   GENERAL FUND 1,000

CHRYSALIS

1248 8TH ST SUITE 101
WEST DES MOINES,IA50265 		NONE   GENERAL FUND 1,000

CHILDREN'S HOSPITAL CORPORATION DBA BOSTON CHILDREN'S HOSPITAL

300 LONGWOOD AVE
BOSTON,MA02115 		NONE   GENERAL FUND 1,000

BY DEGREES FOUNDATION

1171 7TH AVE
DES MOINES,IA50321 		NONE   GENERAL FUND 1,000

WORKCAMPNE

189 CHARLES BANCROFT HWY
LITCHFIELD,NH03052 		NONE   GENERAL FUND 1,000

GREATER DES MOINES HABITAT FOR HUMANITY

2200 E EUCLID AVE
DES MOINES,IA50317 		NONE   GENERAL FUND 1,000

TAKE THIS INC

9805 NE 116TH ST SUITE 7411
KIRKLAND,WA98034 		NONE   GENERAL FUND 1,000

CAUSE OF EFFECT FITNESS

1995B METROPOLITAN PKWY SW
ATLANTA,GA30315 		NONE   GENERAL FUND 1,000

WHISKERS TNR

PO BOX 54
MARTENSDALE,IA50160 		NONE   GENERAL FUND 1,000

PRISON BOOK PROGRAM

1306 HANCOCK ST
QUINCY,MA02169 		NONE   GENERAL FUND 1,000

RAISE THE BAR INITIATIVE

10022 AGATE LANE
JOHNSTON,IA50131 		NONE   GENERAL FUND 1,000

STORM ROBOTICS

954 HUNTER WAY
MILTON,GA30004 		NONE   GENERAL FUND 1,000

SLEEP IN HEAVENLY PEACE - WARREN COUNTY IOWA CHAPTER

PO BOX 301
NORWALK,IA50211 		NONE   GENERAL FUND 1,000

NORTH FULTON COMMUNITY CHARITIES

11275 ELKINS RD
ROSWELL,GA30076 		NONE   GENERAL FUND 1,000

KESEM HARVARD UNDERGRADUATE

59 SHEPHERD ST BOX 24
CAMBRIDGE,MA02138 		NONE   GENERAL FUND 1,000

MORE THAN WORDS

56 FELTON ST
WALTHAM,MA02453 		NONE   GENERAL FUND 1,000

PINE STREET INN

444 HARRISON AVE
BOSTON,MA02118 		NONE   GENERAL FUND 1,000

WOMEN'S MONEY MATTERS

6 LIBERTY SQUARE 2697
BOSTON,MA02109 		NONE   GENERAL FUND 1,000

THE SEEING EYE

1 SEEING EYE WY
MORRISTOWN,NJ07960 		NONE   GENERAL FUND 1,000

THE GLIOBLASTOMA RESEARCH ORGANIZATION

2045 BISCAYNE BLVD 189
MIAMI,FL331375025 		NONE   GENERAL FUND 1,000

MY BROTHER'S TABLE

98 WILLOW STREET
LYNN,MA01901 		NONE   GENERAL FUND 1,000

UNITYPOINT HEALTH - DES MOINES FOUNDATION DBA BLANK CHILDREN'S HOSPITAL

1415 WOODLAND AVE SUITE E-200
DES MOINES,IA50309 		NONE   GENERAL FUND 1,000

SYNGAP RESEARCH FUND

2856 CURIE PL
SAN DIEGO,CA921224136 		NONE   GENERAL FUND 1,000

LIVING HISTORY FARMS

11121 HICKMAN RD
URBANDALE,IA50322 		NONE   GENERAL FUND 1,000

PROJECT ANGEL HEART

4950 WASHINGTON ST
DENVER,CO80216 		NONE   GENERAL FUND 1,000

YMCA SUPPORTIVE HOUSING CAMPUS

501 GRAND AVE
DES MOINES,IA50309 		NONE   GENERAL FUND 750

CAPITAL CITY PRIDE

2643 BEAVER AVE 170
DES MOINES,IA50310 		NONE   GENERAL FUND 500

URBAN DREAMS

601 FOREST AVE
DES MOINES,IA50314 		NONE   GENERAL FUND 500

VIRGINA DOWN SYNDROME ASSOCIATION

1504 SANTA ROSE RD 124
RICHMOND,VA23229 		NONE   GENERAL FUND 500

MADHATTER KNITS

1255 CORPORATE CENTER DR STE 300
MONTEREY PARK,CA917547656 		NONE   GENERAL FUND 500

WEST DES MOINES HUMAN SERVICES FRIENDS FOUNDATION

139 6TH ST
WEST DES MOINES,IA50265 		NONE   GENERAL FUND 500

CENTRAL IOWA SHELTER & SERVICES

1420 MULBERRY STREET
DES MOINES,IA50309 		NONE   GENERAL FUND 500

NAMI IOWA

3839 MERLE HAY RD 228
DES MOINES,IA50310 		NONE   GENERAL FUND 500

YOUNG WOMEN'S RESOURCE CENTER

818 5TH AVE
DES MOINES,IA50309 		NONE   GENERAL FUND 500

KEEP IOWA BEAUTIFUL

PO BOX 1056
JOHNSTON,IA50131 		NONE   GENERAL FUND 500

DES MOINES CHORAL SOCIETY

PO BOX 13449
DES MOINES,IA50310 		NONE   GENERAL FUND 500

EVERYSTEP

3000 EASTON BLVD
DES MOINES,IA50317 		NONE   GENERAL FUND 500

DES MOINES REFUGEE SUPPORT

420 WATSON POWELL JR WAY 100
DES MOINES,IA50309 		NONE   GENERAL FUND 500

DES MOINES COMMNITY ORCHESTRA

PO BOX 1796
DES MOINES,IA50306 		NONE   GENERAL FUND 500

MID-IOWA COUNCIL BOY SCOUTS OF AMERICA

6123 SCOUT TRAIL
DES MOINES,IA50321 		NONE   GENERAL FUND 500

IOWA ESGR INC

7105 NW 70TH AVE
JOHNSTON,IA50131 		NONE   GENERAL FUND 500

NO FOOT TOO SMALL

1150 5TH ST SUITE 152
CORALVILLE,IA52241 		NONE   GENERAL FUND 500

CAN DO CANCER

PO BOX 602
ANKENY,IA50021 		NONE   GENERAL FUND 500

TEAM RUNFREE

1415 JANET CIR
ADEL,IA500031911 		NONE   GENERAL FUND 500

FOOD BANK OF IOWA

2220 E 17TH ST
DES MOINES,IA50316 		NONE   GENERAL FUND 500

GIRL SCOUTS OF GREATER IOWA

10715 HICKMAN ROAD
DES MOINES,IA50322 		NONE   GENERAL FUND 500

THE BAOBAB HOME

PO BOX 77
BAGAMOYO    
TZ 		NONE   GENERAL FUND 200
Total ................................. 3a 381,015
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 8,284  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 6,863  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 15,147 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,147
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
ITA GROUP FOUNDATION
 
Employer identification number

42-1462086
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
ITA GROUP FOUNDATION
  		Employer identification number
42-1462086
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ITA GROUP INC
 
7000 VISTA DR
 
WEST DES MOINES, IA50266

$ 335,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
HARTMANN STUDIOS
 
1117 PERIMETER CENTER W N415
 
ATLANTA, GA30338

$ 80,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
CHADWICK MARTIN BAILEY INC
 
2 OLIVER ST 11TH FLOOR
 
BOSTON, MA02109

$ 48,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
ITA GROUP FOUNDATION
  		Employer identification number

42-1462086
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
ITA GROUP FOUNDATION
  		Employer identification number

42-1462086
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 InvestmentsOtherSchedule2
Name:
ITA GROUP FOUNDATION
EIN:
42-1462086
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENTS AT COST 600,798 596,824

TY 2025 OtherExpensesSchedule
Name:
ITA GROUP FOUNDATION
EIN:
42-1462086
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SERVICE FEES 122 0 0 0


TY 2025 TaxesSchedule
Name:
ITA GROUP FOUNDATION
EIN:
42-1462086
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BALANCE DUE 82 0 0 0