Transamerica Foundation

Private foundation · EIN 42-1415998 · since 1994transamerica.com/about-us/transamerica-foundation·Updated 13 October 2026

At a glance

$8.1M
Annual giving, 2024 tax year
From the Form 990-PF filing
Open to applications
Fixed application deadlines · unsolicited applications welcome

Key takeaways

  • The Transamerica Foundation funds work in social and financial empowerment, covering financial literacy and job-skills education, arts access for youth and underserved people, community development, civic engagement, inclusion, health education and services, and access to food, housing and clothing, so a good fit is organisations whose programmes sit within these themes.
  • It expects organisations to be active in a market where Transamerica operates, to offer employees and stakeholders opportunities to contribute time, effort or knowledge, and to present a distinct and innovative initiative, so be ready to show how your project meets these points.
  • It paid $8,091,419 in grants in the year, with $13,150,334 committed, and it accepts applications with fixed deadlines from January 1 to November 1, so apply within that window and allow time for its evaluation of location and priorities.
  • Applications are made by completing its grant application and emailing it to its grants address.
  • It does not fund individuals, athletes or athletic organizations, conferences, seminars or trips, courtesy or goodwill advertising, fellowships, fraternal organizations, K-12 school fundraisers or events, political parties, campaigns or candidates, religious or denominational organizations (except specific programs broadly promoted and available to anyone free from religious orientation), or social organizations, so check you do not fall into one of these categories before applying.

Overview

Transamerica Foundation is a US private foundation based in Cedar Rapids, IA.

What they fund

Profile derived from the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) and its website, with every statement checked against those sources. Sources read on 7 October 2026.

Priority Areas

The Transamerica Foundation supports non-profit organisations that improve the well-being of the communities where Transamerica employees live and work. Its focus is financial and social empowerment, with the aim of creating more resilient communities where people can live longer, more fulfilling lives. It backs partnerships that expand people’s opportunities and capabilities, broaden social networks and access to essential services, and build financial awareness, knowledge and skills or provide tools for financial resilience. Its examples include financial literacy and job-skills education, access to the arts for youth and underserved people, community development, civic engagement, inclusion, health education and services, and access to food, housing and clothing. Organisations are expected to be active in a market where Transamerica operates, offer opportunities for employees and stakeholders to contribute, and present a distinct and innovative initiative.

Themes

  • Social empowerment
  • Financial empowerment

What They Don't Fund

  • Individuals
  • Athletes or athletic organizations
  • Conferences, seminars, or trips
  • Courtesy or goodwill advertising
  • Fellowships
  • Fraternal organizations
  • K-12 school fundraisers or events
  • Political parties, campaigns, or candidates
  • Religious or denominational organizations, except for specific programs broadly promoted and available to anyone free from religious orientation
  • Social organizations

How to apply

Complete the grant application and email the completed application to shtransamericafound@transamerica.com.

Deadlines: Applications are accepted from January 1 to November 1.

Application success factors

What the foundation says:

  • Grant requests are evaluated based on the location and priorities of the charitable programme or organisation.
  • The organisation must be active in a market where Transamerica operates.
  • The initiative should offer employees and stakeholders opportunities to contribute time, effort or knowledge.
  • The initiative should be distinct and innovative.

Officers and directors

  • Ryan Patterson — Chief Inves.
  • Daniel Goodman — Secretary
  • Sean Fanning — Director
  • Dan Reese — Assistant Secretary
  • Eric Hansen — Treasurer
  • Laura Wirth — Director
  • Tiffany Baker — Vice President
  • Chad Meyers — Director
  • Scott Albertson — Chief Tax Officer
  • Maurice Perkins — President
  • Andrew S Williams — Director

From the latest Form 990-PF filing

3 years of tax filings

YearTotal expensesGrants paidAssetsFiling document
2022 tax year$11,416,664$10,368,780$152,120,492Filing for 2022 tax year
2023 tax year$8,548,264$7,532,045$162,328,090Filing for 2023 tax year
2024 tax year$14,265,975$8,091,419$172,082,011Filing for 2024 tax year

Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.

Sources

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