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Form 990-PFTax year 2024EIN 36-3428705

Ameritas Charitable Foundation

A private foundation in Lincoln, NE. Its return for tax year 2024 reports $943,500 paid in grants, listed in an attachment that is not in the e-file.

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Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Liz Ring Carlson Ameritas
Charitable Foundation
Ostreet Lincoln, NE 68510
(402) 467-7828
[email protected]
Form and materials
Business Rationale for application should be sent to [email protected]. The invitaiton to apply online will be emailed via Benevity Grants. Online Application Platform requires the following information: (A) Cause Summary; including name, TIN, Address, Website, Mission Statement, and Contact Information (b) Project details; including project name, type, focus area, geographic reach, state, timeline, and description (c) Other Information: a. If approved, how do you plan to spend this grant? b. Confirmed Partners and their roles. c. Why do you think Ameritas would be a good partner for your organization? d. Is your organization open to all, and do you practice Diversity, Equity, and Inclusion? (d) Required Attachments a. Board of Directors b. Project Budget & Financial Plan c. Most recent Audited Statements d. Any other support deemed necessary
Deadlines
The Ameritas Charitable Foundation meets twice a year. In order to be responsive to the needs of the
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.

Assets and giving by year

5 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $943,500

    Grants listed
    In an attachment
    Assets, end of year
    $16,122,351

  • Tax year 2023

    $760,000

    Grants listed
    In an attachment
    Assets, end of year
    $16,014,539

  • Tax year 2022

    $920,500

    Grants listed
    In an attachment
    Assets, end of year
    $16,133,787

  • Tax year 2021

    $890,500

    Grants listed
    In an attachment
    Assets, end of year
    $15,099,745

  • Tax year 2020

    $822,147

    Grants listed
    In an attachment
    Assets, end of year
    $13,005,016

Grants paid in 2024

Grants listed in an attachment (not in the e-file)

As listed on the return.

  1. This return lists its grants in an attachment that is not in the IRS e-file: $943,500 in all.

Approved for future payment

1 grant

Approved in 2024 and not yet paid.

  1. This return lists its grants in an attachment that is not in the IRS e-file: $0 in all.

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Robert M JurgenmeierPRESIDENT & DIRECTOR Hours 0.1Pay $0
  • Susan K WilkinsonSECRETARY/TREASURER/DIRECTOR Hours 0.1Pay $0
  • Tonn M OstergardVP & DIRECTOR Hours 0.1Pay $0

The return

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