Julie Morsman Schroeder Foundation
The Julie Morsman Schroeder Foundation is a private foundation based in Omaha, Nebraska. It supports qualifying charitable organizations through grants; its 2025 filing lists grants to organizations in Nebraska.
Julie Morsman Schroeder Foundation at a glance
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.
- Annual giving (2025)
- $400,000
- +100.0% vs 2024
- Grants made (2025)
- 16
- +0.0% vs 2024
- Average grant
- $25,000
- +100.0% vs 2024
- Median grant
- $25,000
- Total assets
- $2,869,848
- -3.1% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 16, 2025; small sample)
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Julie Morsman Schroeder Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 13333 California Street, Omaha, NE 68154
Phone: (402) 393-8300
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Julie Morsman Schroeder Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Lauritzen Gardens ($50K). Together the top 10 received $366K.
Grant Size Distribution
77 grants across all recorded years
The most common grant size was under $50K: 73 grants of 77 (95%).
Geographic Focus
Where this funder awards grants
All grant dollars listed for 2025 went to recipients in Nebraska.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
States
Cities
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. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $127K (2021) to $400K (2025). In 2025 it made 16 grants totaling $400K.
Grants by year
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 |
Ready to take the next step with Julie Morsman Schroeder Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,869,848 | $336,212 | $426,815 | $400,000 | 16 | $413,407 | $322,804 | $275,925 |
| 2024 | $2,960,451 | $97,771 | $213,282 | $200,000 | 16 | $206,640 | $91,133 | $246,267 |
| 2023 | $3,075,962 | $468,702 | $199,403 | $188,000 | 16 | $193,701 | $148,248 | $197,350 |
| 2022 | $2,806,663 | $329,637 | $152,850 | $143,500 | 15 | $148,175 | $125,113 | $186,065 |
| 2021 | $2,629,876 | $314,111 | $135,316 | $126,500 | 14 | $130,687 | $109,444 | $170,928 |
| 2020 | $2,451,081 | $278,144 | $153,850 | $145,000 | 16 | — | $121,087 | $125,984 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s 2025 filing states that its direct charitable activity is to “support qualifying charitable organizations.” Its 2025 grants included organizations whose missions span arts and culture, museums, music education and performance, historic preservation, children’s learning, and conservation. For example, Opera Omaha describes its mission as enriching community life through professional opera and music theater, while the Museum of Nebraska Art says it celebrates Nebraska’s visual-art history. These are the grantees’ stated missions, not a mission statement for the foundation.
Grantmaking
In filing year 2025, the foundation awarded 16 grants totaling $400,000. Grant amounts ranged from $2,000 to $50,000, with a median of $25,000.
Notable 2025 grants included $50,000 each to Lauritzen Gardens, the Museum of Nebraska Art, Nebraska Land Trust, and Opera Omaha; $46,000 to Omaha’s Henry Doorly Zoo and Aquarium; $30,000 each to Omaha Children’s Museum, Rowe Audubon Sanctuary, and Spring Creek Prairie Audubon; and $20,000 to Joslyn Art Museum. Other listed recipients included Durham Museum, Joslyn Castle Trust, and Omaha Conservatory of Music, each receiving $10,000.
The grantees’ own descriptions illustrate the range of supported organizations. Omaha Children’s Museum says it engages children’s imaginations and creates excitement about learning through play. Joslyn Art Museum says it brings people together to explore art across time and cultures. Omaha Conservatory of Music describes itself as a nonprofit school that builds a diverse musical community through education and performance. Joslyn Castle Trust says it preserves the Joslyn family’s historic home and offers cultural programming.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Annette Huff as president, Ward Peters as vice president and treasurer, and Matt Darling as secretary.
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 does Julie Morsman Schroeder Foundation fund?
The foundation’s 2025 filing states that its direct charitable activity is to “support qualifying charitable organizations.” See mission & focus areas ↑
How do I apply for a grant from Julie Morsman Schroeder Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Julie Morsman Schroeder Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
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)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
Live grants for the work Julie Morsman Schroeder Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Julie Morsman Schroeder Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Julie Morsman Schroeder Foundation funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/julie-morsman-schroeder-foundation-morg_c00e3aa0a1c64a3394fde12c0d63a348
BibTeX
@misc{grantable_911820971_2026,
author = {{Grantable}},
title = {{Julie Morsman Schroeder Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/julie-morsman-schroeder-foundation-morg_c00e3aa0a1c64a3394fde12c0d63a348},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Julie Morsman Schroeder Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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