Nonprofit · EIN 42-1114774
WITTERN FAMILY CHARITABLE FOUNDATION
Tax-exempt · CLIVE, IA 50325
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $403,935 | $80,499 | $323,436 | $3,272,253 | $0 | $3,272,253 |
| March 31, 2024 | 990-PF (amended) | $482,422 | $211,962 | $270,460 | $2,949,197 | $0 | $2,949,197 |
| March 31, 2023 | 990-PF (amended) | $218,257 | $129,570 | $88,687 | $2,679,047 | $0 | $2,679,047 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $31,794
- Dividends
- $100,751
- Net gain from sales of assets
- $271,390
Expenses
- Grants and similar amounts paid
- $77,400
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $77,400
- Excise tax on investment income
- $5,169
Balance sheet and other
- Total assets, start of year
- $2,949,197
- Total assets, end of year
- $3,272,253
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,272,253
- Fair market value of assets
- $3,308,076
- Qualifying distributions
- $77,400
- Net investment income
- $372,141
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEIDI CHICO 8040 UNIVERSITY BLVD, CLIVE, IA 50325 | PRESIDENT & SECRETARY | 0.5 | $0 |
| FA WITTERN III 8040 UNIVERSITY BLVD, CLIVE, IA 50325 | VICE PRESIDENT/ TREASURER | 0.5 | $0 |
990-PF for the year ended March 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEIDI CHICO 8040 UNIVERSITY BLVD, DES MOINES, IA 50325 | PRESIDENT & SECRETARY | 0.5 | $0 |
| F A WITTERN III 8040 UNIVERSITY BLVD, DES MOINES, IA 50325 | VICE PRESIDENT/ TREASURER | 0.5 | $0 |
990-PF for the year ended March 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEIDI CHICO 8040 UNIVERSITY BLVD, DES MOINES, IA 50325 | PRESIDENT & SECRETARY | 0.5 | $0 |
| F A WITTERN III 8040 UNIVERSITY BLVD, DES MOINES, IA 50325 | VICE PRESIDENT/ TREASURER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 8040 UNIVERSITY BLVD, CLIVE, IA 50325-1118
- In care of
- % JAMIE SERATT
- Signed the 990-PF
- HEIDI CHICO, PRESIDENT
- Phone
- (515) 274-3641
- Return prepared by
- DELOITTE TAX 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1114774
- 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
- 1979
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,272,253
- Income (IRS master file)
- $919,283
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $403,935 | $80,499 | $3,272,253 | XML |
| 990-PF | March 2024 | $482,422 | $211,962 | $2,949,197 | XML |
| 990-PF | March 2023 | $218,257 | $129,570 | $2,679,047 | XML |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 42-1114774).
Questions about WITTERN FAMILY CHARITABLE FOUNDATION
- What is the EIN of WITTERN FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WITTERN FAMILY CHARITABLE FOUNDATION is 42-1114774.
- Is WITTERN FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to WITTERN FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WITTERN FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WITTERN FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WITTERN FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of WITTERN FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended March 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does WITTERN FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $403,935, expenses of $80,499 and total assets of $3,272,253 at year end.
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