National Life Group Charitable
National Life Group Charitable is a corporate foundation based in Montpelier, Vermont, established in 2007. The foundation supports nonprofit organizations through grants and sponsorships, with a focus on proven programs that address community needs. The foundation operates with a philosophy of strong corporate citizenship that extends beyond financial contributions to include employee volunteerism and community engagement.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$27.4M
+13.8% YoY
Annual Giving
$2.7M
-21.3% YoY
Grant Count
757
+3.6% YoY
Avg Grant Size
$4K
-24.0% YoY
Under IRS private-foundation payout rules, National Life Group Charitable reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's mission centers on building strong community connections and supporting organizations involved in:
- Arts and culture
- Environment
- Health
- Housing
- Human services
- Community development
The foundation has identified two primary corporate causes: ending childhood hunger and supporting youth mental health. Additionally, the foundation operates the LifeChanger of the Year program, which recognizes K-12 educators and school employees across the country who make significant differences in students' lives.
Grantmaking
Proposals should demonstrate:
Grant Range
s range from $1,000 to $750,000
Average Grant
$20,000
Grant Types
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Geographic Focus
Where this funder awards grants
The vast majority of funding is concentrated in:
- Central and northern Vermont
- Dallas, Texas area
These regions represent where National Life Group employees live and work. The foundation also funds projects across numerous U.S. cities and states, including Atlanta, Boston, Chicago, and New York, as well as smaller communities. The LifeChanger of the Year program operates nationwide.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Giving:
- Total assets: $24.1 million to $27.4 million (varies by filing date)
- Annual foundation budget: $2.8 million
- Total giving: $2.6 million to $3.4 million annually
- Total revenues: $3.1 million
- Total expenses: $2.7 million
- Giving rate: Approximately 13.5% of assets
Grant Activity:
- Number of grants awarded annually: 246 to 449 grants
- Percentage of new applicants funded: 12%
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $27,377,919 | $24,058,202 | $21,452,764 |
| Revenue | $3,100,616 | $3,764,370 | $3,080,975 |
| Expenses | $2,672,029 | $3,056,772 | $1,990,721 |
| Qualifying Distributions | $2,596,407 | $3,045,087 | $1,990,721 |
| Net Investment Income | $696,981 | $701,566 | $80,825 |
| Distributable Amount | $1,202,852 | $1,374,926 | $943,098 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
103 grants across all recorded years
Open Grants
1 open opportunity from National Life Group Charitable
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Let's Grow Kids ($125,000), Champlain Housing Trust ($60,000), Boston Childrens Hospital ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHILDRENS LITERACY FOUNDATION WATERBURY CENTER, VT | CHILDREN LITERACY | $6,000 |
| BUILDING BRIGHT FUTURES WILLISTON, VT | EDUCATION | $5,000 |
| JANET S MUNT FAMILY ROOM BURLINGTON, VT | FAMILY SUPPORT | $7,500 |
| BRIGHTER HORIZON FOUNDATION PHILADELPHIA, PA | POVERTY SUPPORT | $3,000 |
| SAVING HOPE ANIMAL RESCUE FORT WORTH, TX | ANIMAL RESCUE | $1,000 |
| GMT VOCATIONAL FOUNDATION LAKE VILLA, IL | EDUCATION | $1,000 |
| HELPING HANDS ENDING HUNGER INC KEMP PRIMARY SCHOOL HAMPTON, GA | CHILDHOOD HUNGER | $2,196 |
| RAE'S HOPE ROCKWALL, TX | YOUTH DEVELOPMENT | $1,804 |
| CHAMPLAIN HOUSING TRUST BURLINGTON, VT | COMMUNITY DEVELOPMENT | $60,000 |
| BOSTON CHILDRENS HOSPITAL BOSTON, MA | HOSPITAL | $50,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Beth Rusnock – President and Chief Executive Officer, Director
- Shannon Salembier – Chief Counsel and Secretary
- Sarah Vanbeck – Treasurer
- Ross Sneyd – Vice President
All leadership personnel report no compensation for their roles.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BETH RUSNOCK | PRESIDENT & CEO, DIRECTOR | — | — |
| SHANNON SALEMBIER | CHIEF COUNSEL & SEC. (AS OF 5/7/24) | — | — |
| GREGORY M MATEJA | TREASURER | — | — |
| LISA F MULLER | ASSISTANT SECRETARY (AS OF 5/7/24) | — | — |
| JOSEPH HEASLIP | INVESTMENT OFFICER | — | — |
| JESS RUSSO | OPERATIONS OFFICER (THRU 8/27/24) | — | — |
| DAVID B SOCCODATO | TAX OFFICER, DIRECTOR (THRU 7/5/24) | — | — |
| EVA ZHANG | TAX OFFICER (AS OF 8/27/24) | — | — |
| DONNA LASICK | TAX OFFICER (THRU 8/27/24), DIRECTOR | — | — |
| THOMAS H MACLEAY | CHAIR | — | — |
| MEHRAN ASSADI | DIRECTOR | — | — |
| NIMESH MEHTA | DIRECTOR | — | — |
| DAWN MINTER | DIRECTOR | — | — |
| SCOTT ROGERS | DIRECTOR | — | — |
| MICHAEL VEILLEUX | DIRECTOR (AS OF 8/27/24) | — | — |
Recent News & Activity
Recent developments and announcements
The foundation has increased its charitable giving in recent years, awarding $1.56 million to 132 nonprofits supporting youth mental health and hunger relief. The foundation also strengthened community support with a 22 percent increase to its foundation budget.
$1.56M Awarded to 132 Nonprofits Supporting Youth ...Recent grantees have included organizations such as Hunger Free Vermont, Let's Grow Kids, and Vermont Foodbank, each receiving $125,000 grants.
The foundation operates Do Good Fest, an annual community event featuring live music performances, with proceeds supporting community causes. The foundation has also partnered with the Vermont Community Foundation to match donations from Do Good Fest to Vermont Foodbank.
National Life announces Vermont Community Foundation ...Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does National Life Group Charitable fund?
The foundation's mission centers on building strong community connections and supporting organizations involved in: • Arts and culture • Environment • Health • Housing • Human services • Community development The foundation has identified two primary corporate causes: **ending childhood hunger** and **supporting youth mental health**. Additionally, the foundation operates the LifeChanger of the Year program, which recognizes K-12 educators and school employees across the country who make signif…
How do I apply for a grant from National Life Group Charitable?
**Grant Types & Structure:** • General grants program (open January 1 – March 31 annually) • Sponsorships (applications reviewed on a rolling basis) • Employee matching gifts to higher education institutions (up to $500 per contributor, per year) • Memorial donations • Share the Good campaign (dollar-for-dollar matching of employee donations to nonprofits, up to $2,000 per employee) **Grant Characteristics:** • Annual foundation budget: $2.8 million • Grant sizes range from $1,000 to $750,000 •…
Where does National Life Group Charitable make grants?
The vast majority of funding is concentrated in: • Central and northern Vermont • Dallas, Texas area These regions represent where National Life Group employees live and work. The foundation also funds projects across numerous U.S. cities and states, including Atlanta, Boston, Chicago, and New York, as well as smaller communities. The LifeChanger of the Year program operates nationwide.
What size grants does National Life Group Charitable award?
In 2024, National Life Group Charitable awarded 757 grants totaling $2.7M — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is National Life Group Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, National Life Group Charitable reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is National Life Group Charitable's EIN?
National Life Group Charitable's EIN (Employer Identification Number) is 20-4818866. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in National Life Group Charitable's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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