Julie Morsman Schroeder Foundation
Julie Morsman Schroeder Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Omaha, NE. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 16 grants totaling $400K. Net investment income was $323K.
Key facts about Julie Morsman Schroeder Foundation
In short: Julie Morsman Schroeder Foundation gave $400K across 16 grants in 2025 (avg $25K), mostly in Nebraska. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 91-1820971
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $400,000
- Grants made (2025)
- 16
- Average grant
- $25,000
- Median grant
- $25,000
- New grantees (estimate)
- 0% first-time grantees (0 of 16, 2025)
- Total assets
- $2,869,848
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.9M
-3.1% YoY
Annual Giving
$400K
+100.0% YoY
Grant Count
16
+0.0% YoY
Avg Grant Size
$25K
+100.0% YoY
Under IRS private-foundation payout rules, Julie Morsman Schroeder Foundation reported a distributable amount of $276K for 2025 — the minimum it must pay out in qualifying distributions.
Is Julie Morsman Schroeder Foundation open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 16 grantees (0%) were first-time recipients. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving grew 179% from 2022 to 2025. Method
- In 2025 it paid out 150% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 16 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
77 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| LAURITZEN GARDENS Omaha, NE | COMMUNITY CHARITY | $50,000 |
| MUSEUM OF NEBRASKA ART Kearney, NE | COMMUNITY CHARITY | $50,000 |
| NEBRASKA LAND TRUST Lincoln, NE | COMMUNITY CHARITY | $50,000 |
| OPERA OMAHA INC Omaha, NE | COMMUNITY CHARITY | $50,000 |
| OMAHA'S HENRY DOORLY ZOO AND AQUARIUM Omaha, NE | COMMUNITY CHARITY | $46,000 |
| OMAHA CHILDREN'S MUSEUM Omaha, NE | COMMUNITY CHARITY | $30,000 |
| ROWE AUDUBON SANCTUARY Gibbon, NE | COMMUNITY CHARITY | $30,000 |
| SPRING CREEK PRAIRIE AUDUBON Denton, NE | COMMUNITY CHARITY | $30,000 |
| JOSLYN ART MUSEUM Omaha, NE | COMMUNITY CHARITY | $20,000 |
| DURHAM MUSEUM Omaha, NE | COMMUNITY CHARITY | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,869,848 | $2,960,451 | $3,075,962 |
| Revenue | $336,212 | $97,771 | $468,702 |
| Expenses | $426,815 | $213,282 | $199,403 |
| Qualifying Distributions | $413,407 | $206,640 | $193,701 |
| Net Investment Income | $322,804 | $91,133 | $148,248 |
| Distributable Amount | $275,925 | $246,267 | $197,350 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 23, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 23, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
Leadership & Key People
Officers and directors from IRS filings
Julie Morsman Schroeder Foundation is led by Annette Huff, President since 2025 (on filings since 2021); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Annette Huff
President
Director → President, 2025
On filings since 2021
1 hr/week
No compensation reported
Ward Peters
Vice President & Treasurer
Director → Vice President & Treasurer, 2025
On filings since 2021
1 hr/week
No compensation reported
Matt Darling
Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (4)
- Former: Michael L. Sullivan (2020–2024) — Director
- Former: Annette Huff Ward Peters (2020) — Director
- Former: James Erixon (2020) — Director
- Former: Mary C. Schroeder (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Julie Morsman Schroeder Foundation
How much does Julie Morsman Schroeder Foundation give each year?
Julie Morsman Schroeder Foundation gave $400K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 16 grants.
What is Julie Morsman Schroeder Foundation's typical grant size?
Julie Morsman Schroeder Foundation's median grant in 2025 was $25,000, and its average grant was $25,000, across 16 grants on its 2025 IRS Form 990-PF.
Where does Julie Morsman Schroeder Foundation give grants?
Julie Morsman Schroeder Foundation gives mostly in Nebraska: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Omaha, NE (12 grants).
Does Julie Morsman Schroeder Foundation give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on Julie Morsman Schroeder Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Charity" (16 grants).
Who are Julie Morsman Schroeder Foundation's largest grantees?
Julie Morsman Schroeder Foundation's largest 2025 grantees include Lauritzen Gardens ($50,000), Museum of Nebraska Art ($50,000) and Nebraska Land Trust ($50,000), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.
How large is Julie Morsman Schroeder Foundation?
Julie Morsman Schroeder Foundation reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $413K in qualifying distributions that year, against a required minimum of $276K (roughly 5% of its investment assets).
What is Julie Morsman Schroeder Foundation?
Julie Morsman Schroeder Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Omaha, NE. It holds $2.9M in total assets as of 2025.
What is Julie Morsman Schroeder Foundation's EIN?
Julie Morsman Schroeder Foundation's EIN (Employer Identification Number) is 91-1820971. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Julie Morsman Schroeder Foundation by hand.
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