Ameritas Charitable Foundation

EIN 363428705 Private Foundation

Charlotte, NC 28202 |(402) 467-7828

Total Given 2020–2024
$6.3M
7 grants · $1.3M avg/year
based on 5 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$890K
typical big bets · $847K–$932K
grant size
20%
balanced · 1/5 multi-year
repeat
$18.2M
Assets (2024)
5
Distinct Recipients

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person LIZ RING CARLSON AMERITAS
Phone (402) 467-7828
Deadlines The Ameritas Charitable Foundation meets twice a year. In order to be responsive to the needs of the
How to Apply Applications should be mailed to the address above or sent via email to ACFgiving@ameritas.com and include the following information: (a) Organization name, address, EIN/TIN and website; (b) Chief Executive Officer name, telephone number and email address; (c) Contact person name and title, telephone number and email address; (d) Organization Mission Statement and Purpose of Request; (e) Funding request - amount requested, who and how many will be served, partnerships, and work plan; (f) Financial plan - project budget, development plan, and timing; (g) Supporting Material - operational budget, financial statements, review/audit opinion of financial statements, board of directors and staff.
Restrictions Preference will be given to funding requests from qualified applicants received from communities with an Ameritas presence. All organizations having 501(c)(3) tax-exempt status conferred by the Internal Revenue Service are eligible to apply for funding consideration as long as the organization has two years of audited or reviewed financial statements. Preference will be given to educational programs, but consideration will be given to civic, cultural, health and welfare requests. Generally, requests for support of debt retirement or operational deficits are not favored. Funding of any project, program or organization is limited to 10% of the total amount of the project, program or organizational budget. Funding is also limited to 5% of the total amount for capital campaigns.
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Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2020 $1.7M $19.0M $1.4M 2
2021 $2.0M $20.6M $3.0M 2
2022 $920K $17.0M $2.0M 1
2023 $760K $17.7M $659K 1
2024 $944K $18.2M $1.1M 1

Grant Size Distribution

Based on 7 grants on record

Minimum
$760K
25th Pctl
$847K
Median
$890K
Average
$905K
75th Pctl
$932K
Maximum
$1.1M

Geographic Distribution

Officers & Directors

Grants Awarded (7 total)

Purpose
See Statement 19 Various, NE $1,123,500 VARIOUS 2021
See Grants Attachment Lincoln, NE $943,500 VARIOUS 2024
See Grants Attachment Lincoln, NE $920,500 VARIOUS 2022
See Statement 18 Various, NE $890,500 VARIOUS 2021
See Attachment 13 Various, NE $872,000 VARIOUS 2020
See Attachment 12 Various, NE $822,147 Various 2020
See Grants Attachment Lincoln, NE $760,000 VARIOUS 2023

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