National Life Group Charitable Foundation
EIN 204818866
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$9.2M
734 grants · $2.3M avg/year
based on 4 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$1K
typical micro grants · $500–$3K
grant size
0%
transactional · 1/614 multi-year
repeat
$24.1M
Assets (2023)
614
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
See Statement 2
Phone
(802) 229-3947
Deadlines
Application must be submitted online. See attached paperwork - Statement #2.
How to Apply
See Statement #2.
Restrictions
Application must be submitted online. See attached paperwork - Statement #2.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $2.0M | $2.2M | $1K | 1 |
| 2021 | $1.9M | $20.3M | $20.0M | 1 |
| 2022 | $2.0M | $21.5M | $3.1M | 1 |
| 2023 | $3.4M | $24.1M | $3.8M | 731 |
Grant Size Distribution
Based on 734 grants on record
Minimum
$40
25th Pctl
$500
Median
$1K
Average
$13K
75th Pctl
$3K
Maximum
$2.0M
Geographic Distribution
Texas Counties Served
19.5% of US grants
· Rank #2 of 40 states
$691K across
143 grants
14 of 254 counties
Top 10 counties
- 1 Dallas
- 2 Collin
- 3 Tarrant
- 4 Denton
- 5 Travis
- 6 Jasper
- 7 Ellis
- 8 Hidalgo
- 9 Harris
- 10 Grayson
+4 more
counties
· 4 grants
· $2K
Officers & Directors
TM
Thomas H Macleay
4+ yrs
Chair
Leadership
LM
Lisa F Muller
4+ yrs
Vice President, Chief Counsel, Secretary
Leadership
BR
Beth Rusnock
7+ yrs
President & Ceo, Director
Leadership
GM
Gregory M Mateja
Vice President & Treasurer
Leadership
NM
Nimesh Mehta
Director
MA
Mehran Assadi
4+ yrs
Director
DS
David B Soccodato
7+ yrs
Tax Officer, Director
SR
Scott Rogers
Director
DM
Dawn Minter
Director
LS
Lindsay E Staples
Assistant Sec
DL
Donna Lasick
Tax Officer
KP
Keith R Phelan
4+ yrs
Tax Officer
JR
Jess Russo
Operations Officer
JH
Joseph Heaslip
Investment Officer
TM
Thomas H Macleay
4+ yrs
Chairman
Leadership
BR
Beth Rusnock
7+ yrs
President & Ceo
Leadership
RS
Ross Sneyd
3 yrs
Vice President
Leadership
SV
Sarah Vanbeck
3 yrs
Treasurer
Leadership
LM
Lisa F Muller
4+ yrs
Secretary
Leadership
CF
Catherine C Fisk
3 yrs
Assistant Secretary
Leadership
MA
Mehran Assadi
4+ yrs
Director
CG
Christopher Graff
3 yrs
Director
BR
Beth Rusnock
7+ yrs
Director
DS
David B Soccodato
7+ yrs
Director
DS
David B Soccodato
7+ yrs
Tax Officer
KP
Keith R Phelan
4+ yrs
Tax Officer
TM
Thomas H Macleay
4+ yrs
Chairman
Leadership
BR
Beth Rusnock
7+ yrs
President & Ceo
Leadership
RS
Ross Sneyd
3 yrs
Vice President
Leadership
SV
Sarah Vanbeck
3 yrs
Treasurer
Leadership
LM
Lisa F Muller
4+ yrs
Secretary
Leadership
CF
Catherine C Fisk
3 yrs
Assistant Secretary
Leadership
MA
Mehran Assadi
4+ yrs
Director
CG
Christopher Graff
3 yrs
Director
BR
Beth Rusnock
7+ yrs
Director
DS
David B Soccodato
7+ yrs
Director
DS
David B Soccodato
7+ yrs
Tax Officer
KP
Keith R Phelan
4+ yrs
Tax Officer
BR
Beth Rusnock
7+ yrs
President & Ceo
Leadership
TM
Thomas H Macleay
4+ yrs
Chairman
Leadership
RS
Ross Sneyd
3 yrs
Vice President
Leadership
SV
Sarah Vanbeck
3 yrs
Treasurer
Leadership
CF
Catherine C Fisk
3 yrs
Assistant Secretary
Leadership
LM
Lisa F Muller
4+ yrs
Secretary
Leadership
DS
David B Soccodato
7+ yrs
Director
BR
Beth Rusnock
7+ yrs
Director
CG
Christopher Graff
3 yrs
Director
MA
Mehran Assadi
4+ yrs
Director
KP
Keith R Phelan
4+ yrs
Tax Officer
DS
David B Soccodato
7+ yrs
Tax Officer
Grants Awarded (734 total)
| Purpose | ||||
|---|---|---|---|---|
| See attached list Statement #3 | Montpelier, VT | $1,990,721 | Charitable contributions | 2022 |
| See attached list Statement #3 | Montpelier, VT | $1,971,184 | Charitable contributions | 2020 |
| See attached list Statement #3 | Montpelier, VT | $1,864,456 | Charitable contributions | 2021 |
| Vermont Community Foundation | Middlebury, VT | $750,000 | COMMUNITY SUPPORT | 2023 |
| Let'S Grow Kids | Burlington, VT | $125,000 | CHILDREN SUPPORT | 2023 |
| Hunger Free Vermont | South Burlington, VT | $125,000 | POVERTY SUPPORT | 2023 |
| Vermont Foodbank | Barre, VT | $125,000 | FOODBANK | 2023 |
| North Texas Food Bank | Plano, TX | $115,000 | FOOD BANK | 2023 |
| Champlain Housing Trust | Burlington, VT | $60,000 | COMMUNITY DEVELOPMENT | 2023 |
| Montpelier Senior Activity Center | Montpelier, VT | $50,000 | MEAL SUPPORT | 2023 |
| Vermont Youth Conservation Corps (Vycc) | Richmond, VT | $50,000 | FOOD SECURITY | 2023 |
| Hunger Free Vermont | South Burlington, VT | $50,000 | POVERTY SUPPORT | 2023 |
| Boston Children'S Hospital | Boston, MA | $50,000 | HOSPITAL | 2023 |
| Parkland Health Foundation | Dallas, TX | $41,700 | HEALTHCARE | 2023 |
| Communities in Schools of the Dallas Region Inc | Dallas, TX | $40,000 | SCHOOL CASE MANAGEMENT | 2023 |
| The Family Place Parent Child Center | Dallas, TX | $35,000 | FAMILY SUPPORT | 2023 |
| Vermont Council on Rural Development | Montpelier, VT | $35,000 | COMMUNITY SUPPORT | 2023 |
| Spectrum Youth and Family Services | Burlington, VT | $30,000 | FAMILY SUPPORT | 2023 |
| Parkland Foundation | Dallas, TX | $25,000 | HEALTHCARE | 2023 |
| Champlain Valley Office of Economic Opportunity | Burlington, VT | $25,000 | FOOD ASSISTANCE | 2023 |
| King Street Center | Burlington, VT | $25,000 | YOUTH SUPPORT | 2023 |
| Community Harvest of Central Vermont | Berlin, VT | $25,000 | HUNGER | 2023 |
| Montpelier Alive | Montpelier, VT | $25,000 | COMMUNITY SUPPORT | 2023 |
| Vermont Foodbank | Barre, VT | $23,448 | FOOD BANK | 2023 |
| Committee on Temporary Shelter (Cots) | Burlington, VT | $20,000 | CHILD HOMELESSNESS SUPPORT | 2023 |