Nonprofit · EIN 20-4818866
NATIONAL LIFE GROUP CHARITABLE FOUNDATION INC
Tax-exempt · MONTPELIER, VT 05604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,100,616 | $2,672,029 | $428,587 | $27,377,919 | $58,580 | $27,319,339 |
| December 31, 2023 | 990-PF | $3,764,370 | $3,056,772 | $707,598 | $24,058,202 | $52,890 | $24,005,312 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,403,635
- Dividends
- $467,455
- Interest
- $77,073
- Net gain from sales of assets
- $152,453
Expenses
- Grants and similar amounts paid
- $2,654,987
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,596,407
- Excise tax on investment income
- $9,688
Balance sheet and other
- Total assets, start of year
- $24,058,202
- Total assets, end of year
- $27,377,919
- Total liabilities, end of year
- $58,580
- Net assets, end of year
- $27,319,339
- Fair market value of assets
- $27,377,919
- Qualifying distributions
- $2,596,407
- Net investment income
- $696,981
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETH RUSNOCK NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | PRESIDENT & CEO, DIRECTOR | 0 | $0 |
| SHANNON SALEMBIER NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | CHIEF COUNSEL & SEC. (AS OF 5/7/24) | 0 | $0 |
| GREGORY M MATEJA NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | TREASURER | 0 | $0 |
| LISA F MULLER NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | ASSISTANT SECRETARY (AS OF 5/7/24) | 0 | $0 |
| JOSEPH HEASLIP NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | INVESTMENT OFFICER | 0 | $0 |
| JESS RUSSO NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | OPERATIONS OFFICER (THRU 8/27/24) | 0 | $0 |
| DAVID B SOCCODATO NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | TAX OFFICER, DIRECTOR (THRU 7/5/24) | 0 | $0 |
| EVA ZHANG NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | TAX OFFICER (AS OF 8/27/24) | 0 | $0 |
| DONNA LASICK NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | TAX OFFICER (THRU 8/27/24), DIRECTOR | 0 | $0 |
| THOMAS H MACLEAY NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | CHAIR | 0 | $0 |
| MEHRAN ASSADI NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | DIRECTOR | 0 | $0 |
| NIMESH MEHTA NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | DIRECTOR | 0 | $0 |
| DAWN MINTER NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | DIRECTOR | 0 | $0 |
| SCOTT ROGERS NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | DIRECTOR | 0 | $0 |
| MICHAEL VEILLEUX NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | DIRECTOR (AS OF 8/27/24) | 0 | $0 |
990-PF for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETH RUSNOCK NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | PRESIDENT & CEO, DIRECTOR | 0 | $0 |
| GREGORY M MATEJA NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | VP & TREASURER | 0 | $0 |
| LISA F MULLER NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | VP, CHIEF COUNSEL, SECRETARY | 0 | $0 |
| JOSEPH HEASLIP NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | INVESTMENT OFFICER | 0 | $0 |
| JESS RUSSO NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | OPERATIONS OFFICER | 0 | $0 |
| DAVID B SOCCODATO NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | TAX OFFICER, DIRECTOR | 0 | $0 |
| KEITH R PHELAN NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | TAX OFFICER (UNTIL 7/25/23) | 0 | $0 |
| DONNA LASICK NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | TAX OFFICER (AS OF 6/20/23) | 0 | $0 |
| LINDSAY E STAPLES NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | ASSISTANT SEC (UNTIL 10/20/23) | 0 | $0 |
| THOMAS H MACLEAY NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | CHAIR | 0 | $0 |
| MEHRAN ASSADI NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | DIRECTOR | 0 | $0 |
| NIMESH MEHTA NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | DIRECTOR | 0 | $0 |
| DAWN MINTER NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | DIRECTOR | 0 | $0 |
| SCOTT ROGERS NATIONAL LIFE GROUP 1 NATIONAL LIFE, DRIVE, MONTPELIER, VT 05604 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 NATIONAL LIFE DR, MONTPELIER, VT 05604-1000
- In care of
- % BETH RUSNOCK
- Signed the 990-PF
- DONNA LASICK, DIRECTOR
- Phone
- (802) 229-3947
- Return prepared by
- KPMG LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-4818866
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T200)
- Assets (IRS master file)
- $27,377,919
- Income (IRS master file)
- $3,519,497
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,100,616 | $2,672,029 | $27,377,919 | IRS |
| 990-PF | December 2023 | $3,764,370 | $3,056,772 | $24,058,202 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4818866).
Questions about NATIONAL LIFE GROUP CHARITABLE FOUNDATION INC
- What is the EIN of NATIONAL LIFE GROUP CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of NATIONAL LIFE GROUP CHARITABLE FOUNDATION INC is 20-4818866.
- Is NATIONAL LIFE GROUP CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to NATIONAL LIFE GROUP CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NATIONAL LIFE GROUP CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NATIONAL LIFE GROUP CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL LIFE GROUP CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of NATIONAL LIFE GROUP CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does NATIONAL LIFE GROUP CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,100,616, expenses of $2,672,029 and total assets of $27,377,919 at year end.
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