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
Under IRS private-foundation payout rules, Ameritas Charitable Foundation reported a distributable amount of $886K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include See Grants Attachment ($943,500).
| Recipient | Purpose | Amount |
|---|---|---|
| See Grants Attachment LINCOLN, NE | VARIOUS | $943,500 |
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 | — |
Frequently Asked Questions
How large is Ameritas Charitable Foundation?
As of 2024, Ameritas Charitable Foundation holds $16.1M in total assets with $1.1M in annual revenue. It awarded 1 grants totaling $944K in 2024.
Where does Ameritas Charitable Foundation operate?
Ameritas Charitable Foundation has awarded grants in Nebraska.
What size grants does Ameritas Charitable Foundation award?
In 2024, Ameritas Charitable Foundation awarded 1 grants totaling $944K — an average of about $944K per grant, based on its IRS Form 990 filings.
How much is Ameritas Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ameritas Charitable Foundation reported a distributable amount of $886K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ameritas Charitable Foundation's EIN?
Ameritas Charitable Foundation's EIN (Employer Identification Number) is 36-3428705. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Ameritas Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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