Assurity Life Foundation
Assurity Life Foundation is a private foundation based in Lincoln, Nebraska. It supports organizations through grants, with 2025 giving primarily to Nebraska recipients and many listed grantees located in Lincoln.
Assurity Life Foundation at a glance
In short: Assurity Life Foundation gave $488K across 60 grants in 2025 (avg $8K), mostly in Nebraska. 30% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $488,066
- -14.8% vs 2024
- Grants made (2025)
- 60
- -10.4% vs 2024
- Average grant
- $8,134
- -4.9% vs 2024
- Median grant
- $553
- Total assets
- $4,888,953
- -3.2% vs 2024
- New grantees (estimate)
- 30% first-time grantees (18 of 60, 2025)
- Primary geography
- Nebraska (99% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Assurity Life Foundation
- How to Apply
-
The filing lists Kathy Bateman as the contact and says application materials may be submitted on paper or electronically. It lists no deadlines and no restrictions on awards.
- Contact
Application contact: Kathy Bateman
Mailing address: 2000 Q Street, Lincoln, NE 68503
Phone: (402) 437-3474
Email: kbateman@assurity.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Assurity Life Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Malone Community Center ($139K). Together the top 10 received $452K.
Organizations only. It also paid 1 grant to individuals ($125), which are not listed by name.
Grant Size Distribution
286 grants across all recorded years
The most common grant size was under $50K: 275 grants of 286 (96%).
Geographic Focus
Where this funder awards grants
In 2025, 99% of grant dollars went to recipients in Nebraska and 1% to recipients in Iowa. Colorado, South Dakota, and Maryland each accounted for a reported 0% share. Many of the listed recipients were based in Lincoln.
Grant Distribution by State
Share of 2025 grant dollars across all 60 itemized grants.
States
Cities
Is Assurity Life Foundation open to new grantees?
30%
first-time grantees, 2025
In 2025, 18 of 60 grantees (30%) were first-time recipients. First grants averaged $1K; repeat grants $11K. How we count
Medians: $500 first-time, $803 repeat.
- 55% of 2025 grantees were also funded in 2024. Method
- Giving grew 147% from 2022 to 2025. Method
- In 2025 it paid out 161% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $198K (2022) to $573K (2024). In 2025 it made 60 grants totaling $488K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Malone Community Center Lincoln, NE | Eliminate Poverty & Honor African American Heritage | $138,600 |
| Foundation for LPS Lincoln, NE | Support for Public School Programs | $125,000 |
| United Way of Lincoln & Lancaster County Lincoln, NE | Community Support | $98,925 |
| Nebraska Wesleyan University Lincoln, NE | Liberal Arts Education | $26,000 |
| Greater Lincoln Chamber Foundation Lincoln, NE | Economic Development | $15,000 |
| SCC Educational Foundation Lincoln, NE | Scholarship Programs | $12,500 |
| NE Chamber Foundation Lincoln, NE | Support & Research of Economic Growth | $11,500 |
| Cedars Home for Children Foundation Lincoln, NE | Provide Safety & Stability for Children | $10,100 |
| Lincoln Community Foundation Lincoln, NE | Leadership & Community Resources | $10,000 |
| Madonna Foundation Lincoln, NE | Support for Rehab Hospitals | $4,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,888,953 | $336,135 | $498,610 | $488,066 | 60 | $488,066 | $325,591 | $302,458 |
| 2024 | $5,051,428 | $419,221 | $577,793 | $572,870 | 67 | $572,870 | $414,298 | $293,027 |
| 2023 | $5,210,000 | $252,739 | $338,613 | $334,719 | 61 | $334,719 | $248,845 | $286,267 |
| 2022 | $5,295,874 | $2,131,670 | $205,300 | $197,604 | 40 | $197,604 | $123,974 | $209,545 |
| 2021 | $3,369,504 | $389,576 | $422,570 | $415,784 | 58 | $415,784 | $382,790 | $231,874 |
| 2020 | $3,402,498 | $338,896 | $243,457 | $240,249 | 51 | — | $338,228 | $203,869 |
Under IRS private-foundation payout rules, Assurity Life Foundation reported a distributable amount of $302K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its grants support a range of organizations and activities. For example, Malone Community Center describes its mission as addressing multigenerational poverty in Lincoln while honoring African American heritage; Nebraska Wesleyan University describes its work as fostering intellectual and personal growth through a liberal arts education; and the Greater Lincoln Chamber Foundation says it promotes and supports the retention and expansion of local businesses.
Other 2025 recipients include organizations whose stated missions concern community giving and leadership, longer and healthier lives, youth mentoring, local service initiatives, and support for working-poor and homeless people. These are the grantees’ descriptions of their own missions.
Grantmaking
In 2025, the foundation awarded 60 grants totaling $488,066. Grants ranged from $26 to $138,600, with a median grant of $553. Recent annual giving was $572,870 across 67 grants in 2024 and $334,719 across 61 grants in 2023.
The largest 2025 grants included $138,600 to Malone Community Center for “Eliminate Poverty & Honor African American Heritage,” $125,000 to Foundation for LPS for public school programs, and $98,925 to United Way of Lincoln & Lancaster County for community support. Other notable awards included $26,000 to Nebraska Wesleyan University for liberal arts education, $15,000 to Greater Lincoln Chamber Foundation for economic development, and $12,500 to SCC Educational Foundation for scholarship programs.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Susan L. Keisler-Munro as President, CEO, and Director; David D. Lockwood as Vice President and Director; Kevin G. Faltin as Treasurer and Director; Jill D. Fiddler as Secretary; and Kathleen A. Farrell, Ryan D. Downs, Marc E. LeBaron, and Corinna S. Vokoun as Directors.
Assurity Life Foundation's 2025 filing lists 8 officers; none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kathleen A. Farrell
Director
On filings since 2021
1 hr/week
No compensation reported
Marc E. Lebaron
Director
On filings since 2022
1 hr/week
No compensation reported
Ryan D. Downs
Director
On filings since 2022
1 hr/week
No compensation reported
Corinna S. Vokoun
Director
On filings since 2024
1 hr/week
No compensation reported
David D. Lockwood
Vice Presdirector
On filings since 2020
1 hr/week
No compensation reported
Kevin G. Faltin
Treasurerdirector
On filings since 2020
1 hr/week
No compensation reported
Jill D. Fiddler
Secretary
On filings since 2021
1 hr/week
No compensation reported
Susan L. Keisler-Munro
Presidentceodirector
On filings since 2022
1 hr/week
No compensation reported
Former officers (7)
- Former: Angela L. Muhleisen (2020–2023) — Director
- Former: David S. Graff (2020–2023) — Director
- Former: Lyn W. Ziegenbein (2020–2022) — Director
- Former: Thomas E. Henning (2020–2022) — Director
- Former: Caren L. Hamilton (2021–2022) — Director
- Former: Steven D. Erwin (2021) — Director
- Former: William R. Cintani (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Assurity Life Foundation
How much does Assurity Life Foundation give each year?
Assurity Life Foundation gave $488K across 60 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $573K across 67 grants.
What is Assurity Life Foundation's typical grant size?
Assurity Life Foundation's median grant in 2025 was $553, and its average grant was $8,134, across 60 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Assurity Life Foundation that year got $1K on average.
Where does Assurity Life Foundation give grants?
Assurity Life Foundation gives mostly in Nebraska: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lincoln, NE (30 grants) and Omaha, NE (10 grants).
Does Assurity Life Foundation give general operating support?
Not in 2025: none of the 60 grants with a stated purpose on Assurity Life Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Animal Rescue" (7 grants), "Alleviate Hunger" (3 grants) and "Animal Shelter" (3 grants).
Who are Assurity Life Foundation's largest grantees?
Assurity Life Foundation's largest 2025 grantees include Malone Community Center ($138,600), Foundation for LPS ($125,000) and United Way of Lincoln & Lancaster County ($98,925), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($125), which are not listed by name. Together they received 74% of its itemized 2025 grant dollars.
How large is Assurity Life Foundation?
Assurity Life Foundation reported $4.9M in total assets on its 2025 IRS Form 990-PF. It paid out $488K in qualifying distributions that year, against a required minimum of $302K (roughly 5% of its investment assets).
What does Assurity Life Foundation fund?
No foundation mission statement is provided. Its grants support a range of organizations and activities. See mission & focus areas ↑
How do I apply for a grant from Assurity Life Foundation?
The filing lists Kathy Bateman as the contact and says application materials may be submitted on paper or electronically. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Assurity Life Foundation's EIN?
Assurity Life Foundation's EIN (Employer Identification Number) is 47-0775374. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Assurity Life Foundation funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/assurity-life-foundation-morg_baa43af18a704d5892167f99379c07f8
BibTeX
@misc{grantable_470775374_2026,
author = {{Grantable}},
title = {{Assurity Life Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/assurity-life-foundation-morg_baa43af18a704d5892167f99379c07f8},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Assurity Life Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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