National Life Group Charitable
MONTPELIER, VT EIN: 20-4818866
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
| 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 History
Grant recipients and amounts by year
No grants recorded for .
Who else does National Life Group Charitable fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
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) | — | — |
Geographic Focus
Where this funder has awarded grants
States
AlabamaArkansasArizonaCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaTennesseeTexasUtahVirginiaVermontWashingtonWisconsinWest Virginia
Cities
AberdeenAddisonAlbuquerqueAlexandriaAllenAlpharettaAmbiaAnkenyAnn ArborArden HillsArgyleArlingtonArlington HeightsArundelAtlantaAuburnAuroraAustinBala CynwydBalitmore
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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