Ameritas Charitable Foundation
Ameritas Charitable Foundation is a private foundation, based in LINCOLN, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.1M in total assets. In 2024, it awarded 1 grants totaling $944K. Net investment income was $1.0M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$16.1M
+0.7% YoY
Annual Giving
$944K
+24.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$944K
+24.1% YoY
About Ameritas Charitable Foundation
Based on IRS filings
Ameritas Charitable Foundation is a private foundation, based in LINCOLN, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.1M in total assets. In 2024, it awarded 1 grants totaling $944K. Net investment income was $1.0M.
Ready to take the next step with Ameritas Charitable Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $16,122,351 | $16,014,539 | $16,133,787 |
| Revenue | $1,055,181 | $659,486 | $2,019,884 |
| Expenses | $947,369 | $778,734 | $985,842 |
| Qualifying Distributions | $943,500 | $760,000 | $920,500 |
| Net Investment Income | $1,029,615 | $642,439 | $1,995,193 |
| Distributable Amount | $885,910 | $836,141 | $870,829 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Robert M Jurgenmeier | PRESIDENT & DIRECTOR | 0.1 | — |
| SUSAN K WILKINSON | SECRETARY/TREASURER/DIRECTOR | 0.1 | — |
| Tonn M Ostergard | VP & DIRECTOR | 0.1 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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