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National Life Group Charitable

MONTPELIER, VT EIN: 20-4818866 Website

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

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

& Structure:**

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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

47states
+39 more states

Cities

AberdeenAddisonAlbuquerqueAlexandriaAllenAlpharettaAmbiaAnkenyAnn ArborArden HillsArgyleArlingtonArlington HeightsArundelAtlantaAuburnAuroraAustinBala CynwydBalitmore

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%
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6M$11M$17M$22M20202021202220232024
Metric202420232022
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

$0$843K$2M$3M$3M1 grants20201 grants20211 grants2022731 grants2023757 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

LET'S GROW KIDS$125KCHAMPLAIN HOUSING TRUST$60KBOSTON CHILDRENS HOSPITAL$50KTHE VERMONT YOUTH CONSER…$50KTHE FAMILY PLACE$35KSPECTRUM YOUTH & FAMILY …$30KCHAMPLAIN VALLEY OFFICE …$25KKING STREET CENTER$25KPREVENT CHILD ABUSE-VERM…$20KCOMMITTEE ON TEMPORARY S…$20K

Grant Size Distribution

103 grants across all recorded years

96<$50K3$50–100K1$100–250K$250–500K$500K–1M3$1–5M$5M+

Open Grants

1 open opportunity from National Life Group Charitable

Giving History

Grant recipients and amounts by year

No grants recorded for .

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

NameTitleHoursCompensation
BETH RUSNOCKPRESIDENT & CEO, DIRECTOR
SHANNON SALEMBIERCHIEF COUNSEL & SEC. (AS OF 5/7/24)
GREGORY M MATEJATREASURER
LISA F MULLERASSISTANT SECRETARY (AS OF 5/7/24)
JOSEPH HEASLIPINVESTMENT OFFICER
JESS RUSSOOPERATIONS OFFICER (THRU 8/27/24)
DAVID B SOCCODATOTAX OFFICER, DIRECTOR (THRU 7/5/24)
EVA ZHANGTAX OFFICER (AS OF 8/27/24)
DONNA LASICKTAX OFFICER (THRU 8/27/24), DIRECTOR
THOMAS H MACLEAYCHAIR
MEHRAN ASSADIDIRECTOR
NIMESH MEHTADIRECTOR
DAWN MINTERDIRECTOR
SCOTT ROGERSDIRECTOR
MICHAEL VEILLEUXDIRECTOR (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

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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