2024-05-10T08:02:35-05:00 2023-12-31 990PF 2023-01-01 470775374 Assurity Life Foundation % Kevin Faltin ASSU 4024766500 2000 Q Street Lincoln NE 68503 KEVIN FALTIN Treasurer 4024766500 2024-05-10 KEVIN FALTIN XXX-XX-XXXX false 1 AAL2 IAL1 2023 2023-04-26 12:10:37Z X 6178736 X X 3985 3985 151516 151516 97238 530000 97238 0 0 252739 252739 0 0 208 208 3686 3686 0 0 3894 3894 0 334719 334719 338613 3894 334719 -85874 248845 55063 96697 96697 2002076 0 0 0 1547550 2636076 3790921 1691185 2477227 2291118 0 0 0 0 0 0 5295874 5210000 6178736 0 0 0 X 5295874 5210000 5295874 5210000 5295874 5210000 5295874 -85874 0 5210000 0 5210000 97238 3459 0 3459 3459 5377 0 5377 1918 1918 false false false false false false false false true true NE true false false false false true Jenny Oelke 4024374382 2000 Q Street Lincoln NE 685033608 false false false false false false false false false false false false false false false false false false false false false false false false false false false SUSAN L KEISLER-MUNRO 2000 Q Street Lincoln NE 68503 PresidentCEODirector 1.000 0 DAVID D LOCKWOOD 2000 Q Street Lincoln NE 68503 Vice PresDirector 1.000 0 KEVIN G FALTIN 2000 Q Street Lincoln NE 68503 TreasurerDirector 1.000 0 JILL D FIDDLER 2000 Q Street Lincoln NE 68503 Secretary 1.000 0 DAVID S GRAFF 110 S 14TH ST Ste STE 301 Lincoln NE 68508 Director 1.000 0 KATHLEEN A FARRELL 6543 BLUE RIDGE LANE Lincoln NE 68516 Director 1.000 0 ANGELA L MUHLEISEN PO BOX 82535 Lincoln NE 685012535 Director 1.000 0 0 5783814 98946 0 5882760 0 5882760 88241 5794519 289726 289726 3459 3459 286267 286267 286267 334719 0 334719 286267 274731 273624 36380 183910 768645 334719 0 0 286267 48452 817097 0 274731 542366 273624 36380 183910 48452 0 0 0 0 0 0 0 0 0 0 TAMMY HALVORSEN 2000 Q Street Lincoln NE 68503 4024373504 thalvorsen@assurity.com Paper or Electronic None None Alzheimers Association of Nebraska 8790 F ST S-404 Omaha NE 68127 PC Medical Research Education 50 American Cancer Society PO Box 6704 Hagerstown MD 21741 PC Medical Research Education 630 American Heart Association 9900 Nicholas St Omaha NE 68114 PC Medical Research Education 1550 Asian Community & Cultural Center 144 N 44th St S-A Lincoln NE 68503 PC Sharing of Cultural Heritage 100 Basset & Beagle Rescue of the Heartland PO Box 554 Boys Town NE 68010 PC Animal Rescue 50 Best Friend Animal Society 5001 Angel Canyon Rd Kanab UT 847415000 PC Animal Rescue 50 Big Brothers Big Sisters of Central NE 715 W Anna St Grand Island NE 68801 PC Mentoring Program 75 Blue Star Mothers of America 664 252nd St Milford NE 68405 PC Support Military Personnel 220 Bright Lights 5561 S 48th St S-220 Lincoln NE 68516 PC Summer Learning Camps 600 Bryan Foundation 1600 S 48th St Lincoln NE 68509 PC Cancer Center 50000 Captial Humane Society 6500 S 70th St Lincoln NE 68516 PC Shelter Protect Animals 1845 Cedars Home for Children Foundation 6601 Pioneers Lincoln NE 68506 PC Provide Safety Stabilaity for Children 25 Center for American Paleolithic Research 2019 E 18th St Hays KS 67601 PC Outreach Educational Programs 500 Centerpointe 2633 P Street Lincoln NE 68503 PC Campaign for Healthy Minds Bodies 15000 Doane University 1014 Boswell Ave Crete NE 68333 PC Liberal Arts Education 3500 English Language Institute in China PO Box 3000 Fort Collins CO 80522 PC English Language Teaching Teams 250 Food Bank for the Heartland 10525 J Street Omaha NE 68127 PC Alleviate Hunger 1000 Food Bank of Lincoln 1221 Kingbird Rd Lincoln NE 68521 PC Alleviate Hunger 225 Foster Care Closet 643S S 25th 8 Lincoln NE 68510 PC Dignity to Youth in Crisis 20 Friendship Home PO Box 85358 Lincoln NE 68501 PC Provide Emergency Shelter 25 GFWC Raymond Women's Club PO Box 184 Raymond NE 68428 PC Community Improvement 500 Global Year Inc 330 Send Me Way Fairmount GA 30139 PC Student Ministry 1000 Greater Lincoln Chamber Foundation PO Box 83006 Lincoln NE 68501 PC Economic Development 15000 Hopespoke 2444 O Street Lincoln NE 68510 PC Meeting Mental Health Needs 1150 Iowa Farm Sanctuary 1696 250th St Oxford IA 52322 PC Animal Rescue 1075 I've Got a Name POP Box 6181 Lincoln NE 68516 PC Eliminate Trafficking 100 Junior Achievement of Lincoln 300 S 68th St Pl S-110 Lincoln NE 68510 PC Economic Education Programs 500 Lied Center for Performing Arts 301 N 12th St Lincoln NE 68588 PC Support Development of Performing Arts 100 Lighthouse 2601 N Street Lincoln NE 68510 PC After School Program 2500 Lincoln Animal Ambassadors PO Box 67072 Lincoln NE 68506 PC Prevention of Animal Homelessness 50 Lincoln Arts Council 211 N 14th St Lincoln NE 68508 PC Emerging Artist Program 2500 Lincoln Children's Zoo 222 S 27th St Lincoln NE 68502 PC Enrich Lives With Living Things 3025 Lincoln Community Foundation 215 Centennial Mall South S-100 Lincoln NE 68508 PC Provide Leadership Community Resources 31000 Lincoln Parks Foundation 3131 O St S-301 Lincoln NE 68510 PC Prairie Corridor Youth Football Expansion 20000 Lincoln Rotary Club #14 Foundation PO Box 83843 Lincoln NE 68501 PC Education Youth Services Civic Endeavors 1000 Lux Center for the Arts 2601 N 48th St Lincoln NE 68504 PC Understanding Appreciation of Art 1500 Malone Community Center 2032 U Street Lincoln NE 68503 PC Champion Support Against Poverty 15958 Matt Talbot Kitchen & Outreach PO Box 80935 Lincoln NE 68501 PC Meals for Working Poor Homeless 100 Mosaic Foundation 4980 S 118th St Omaha NE 68137 SO I Advocate for Individuals w Intellectual Disabilities 500 Nebraska State Chamber Foundation 1128 Lincoln Mall S-302 Lincoln NE 68508 PC Support Research of Economic Growth 20000 Nebraska Children's Home Society 4939 S 118th St Omaha NE 68137 PC Provide Safe Loving Care for Children 500 Nebraska Council on Economic Education PO Box 880404 Lincoln NE 68588 PC Advance Economic Literacy 1000 Nebraska Lutheran Outdoor Ministries 27416 Ranch Rd Ashland NE 68003 PC Christian Leadership Cam 250 Nebraska Public Media Foundation 1800 N 33rd St Lincoln NE 68503 PC Support of Public Media 84 Nebraska Transition College 6901 N 13th St Lincoln NE 68521 PC Empower Individuals with Autism 250 Nebraska Wesleyan University 5000 St Paul Ave Lincoln NE 68504 PC Liberal Arts Education 26000 Ovarian Cancer Research Fund 14 Pennsylvania Plaza S-2110 New York NY 10122 PC Support Cancer Research 75 Peoples City Mission PO Box 80636 Lincoln NE 68501 PC Support City Mission Shelter 45 Pregnancy Center 111 Plaza Terrance Lincoln NE 68510 PC Womens Medical Services 750 Raymond Parks & Rec Group 14700 Fourth St Raymond NE 68428 PC Outdoor Recreation 250 Salvation Army 615 Slaters Lane 1112 Alexandria VA 22314 PC Meet Human Needs 25 Nebraska Art Association dba Sheldon Museum of Art PO Box 880300 Lincoln NE 68588 PC Art Education Exhibitions 2500 Spring Creek Audubon 11700 SW 100 St Denton NE 68339 PC Wildlife Refuge 100 Tabitha Foundation 4720 Randolph Street Lincoln NE 68510 SO I Elder Care 16692 Table Grace Ministries 1611 1/2 Farnam St Omaha NE 68102 PC Hunger Outreach 200 The Childrens Home Project PO Box 8006 Chandler AZ 85246 PC Education and Safety of Children 1000 The Leukemia & Lymphoma Society 3 International Drive Suite 200 Rye Brook NY 10573 PC Cancer Research Education Support 800 United Way of Lincoln & Lancaster County 238 S 13th St Lincoln NE 68508 PC Community Support 85750 Wachiska Audubon Society 4547 Calvert St S-10 Lincoln NE 68506 PC Conserve Restore Natura Ecosystems 50 Wildlife Rescue Team PO Box 80127 Lincoln NE 68501 PC Animal Rescue 75 YWCA Lincoln 5631 S 48th St S-410 Lincoln NE 68516 PC Empower Women Children 5050 334719 14 653 14 154848 14 97238 252739 252739 false false false false false false false false false false Vanguard Total Bond Mkt 2012-12 Purchase 2023-05 05042023 183000 191221 Cost -8221 Vanguard Devel Markets 2012-12 Purchase 2023-05 05042023 36000 30823 Cost 5177 Vanguard Large Cap Index 2012-12 Purchase 2023-02 02062023 158000 98646 Cost 59354 Vanguard Real Estate Inde 2012-12 Purchase 2023-06 06202023 10000 13701 Cost -3701 Vanguard Small Cap Index 2012-12 Purchase 2023-02 02062023 78000 54567 Cost 23433 Vanguard Mid Cap Index 2012-12 Purchase 2023-02 02072023 65000 43804 Cost 21196 Vanguard Total Bond Market Index Fund 2477227 2291118 Vanguard Developed Markets Index Fund 515450 624124 Vanguard Emerging Markets Stock Index Fund 290182 306497 Vanguard Large Cap Index Fund 725769 1284402 Vanguard Mid Cap Index Fund 402461 622678 Vanguard Real Estate Index Fund 282909 322125 Vanguard Small Cap Index Fund 419305 631095 Bank Fees 28 28 Investment Expenses 180 180 Investment Income Tax 3686 3686