Nonprofit · EIN 36-3428705
AMERITAS CHARITABLE FOUNDATION
Tax-exempt · LINCOLN, NE 68510
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,055,181 | $947,369 | $107,812 | $16,122,351 | $0 | $16,122,351 |
| December 31, 2023 | 990-PF | $659,486 | $778,734 | -$119,248 | $16,014,539 | $0 | $16,014,539 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $101,490
- Dividends
- $437,689
- Interest
- $22,678
- Net gain from sales of assets
- $493,324
Expenses
- Grants and similar amounts paid
- $943,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $943,500
- Excise tax on investment income
- $14,312
Balance sheet and other
- Total assets, start of year
- $16,014,539
- Total assets, end of year
- $16,122,351
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,122,351
- Fair market value of assets
- $18,186,050
- Qualifying distributions
- $943,500
- Net investment income
- $1,033,484
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 |
|---|---|---|---|
| Robert M Jurgenmeier 5900 O STREET, LINCOLN, NE 685102234 | PRESIDENT & DIRECTOR | 0.1 | $0 |
| SUSAN K WILKINSON 5900 O STREET, LINCOLN, NE 685102234 | SECRETARY/TREASURER/DIRECTOR | 0.1 | $0 |
| Tonn M Ostergard 5900 O STREET, LINCOLN, NE 685102234 | VP & DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM W LESTER 5900 O STREET, LINCOLN, NE 685102234 | PRESIDENT & DIRECTOR | 0.1 | $0 |
| SUSAN K WILKINSON 5900 O STREET, LINCOLN, NE 685102234 | SECRETARY/TREASURER/DIRECTOR | 0.1 | $0 |
| Tonn M Ostergard 5900 O STREET, LINCOLN, NE 685102234 | VP & DIRECTOR | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 5900 O ST, LINCOLN, NE 68510-2234
- In care of
- % AMERITAS LIFE INSURANCE CORP
- Signed the 990-PF
- Susan Wilkinson, Secretary &Treasurer
- Phone
- (402) 467-7828
- Return prepared by
- PwC US Tax 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
- 36-3428705
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $16,122,351
- Income (IRS master file)
- $5,337,314
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,055,181 | $947,369 | $16,122,351 | XML |
| 990-PF | December 2023 | $659,486 | $778,734 | $16,014,539 | 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 36-3428705).
Questions about AMERITAS CHARITABLE FOUNDATION
- What is the EIN of AMERITAS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of AMERITAS CHARITABLE FOUNDATION is 36-3428705.
- Is AMERITAS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to AMERITAS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AMERITAS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AMERITAS CHARITABLE FOUNDATION 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 AMERITAS CHARITABLE FOUNDATION 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 AMERITAS CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does AMERITAS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,055,181, expenses of $947,369 and total assets of $16,122,351 at year end.
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