Funder DirectoryTRANSAMERICA INSTITUTE
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Private non-operating foundationEIN 260731198Est. 2025-06

TRANSAMERICA INSTITUTE

CEDAR RAPIDS, IA 52499

Total Assets

$5.0M

FY 2024

Annual Giving

FY 2024

Grants Made

0

FY 2024

Avg Grant

FY 2024

Grant Range

Typical

Deadlines

Applications

Programs & Activities

Program 1

$496K

Conducted research on retirement security and the intersections of health and financial well-being, including surveys and survey reports of workers and employers regarding workplace benefits and general retirement preparedness. Produced six research reports and convened an expert roundtable.

Program 2

$303K

Conducted public relations, traditional media relations, and digital outreach (i.e., website, social media) to help educate the public on trends, issues, and opportunities related to retirement security, workplace benefits, longevity, and health care coverage and wellness. Implemented a comprehensive new website. More than 90k website visitors during the year. More than 1.2k online media placements. 19 webinars/speaking engagements and co-sponsored 1 event.

Program 3

$50K

Produced biweekly podcast that explores a broad range of issues and shares practical tips related to health and wellness, employment, financial literacy, and retirement. 20 new episodes.

Program 4

$3K

Developed educational content for topics including health insurance coverage, health care options, and the saver's credit (tax credit). This educational countent was disseminated via the organization's website and in social media.

Focus Areas

Education

Financial Snapshot

2024 filing

Total Revenue

$5.7M

Total Expenses

$879K

Qualifying Distributions

$864K

Min. Investment Return

$4K

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