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 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 16 grants totaling $200K. Net investment income was $91K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
-3.8% YoY
Annual Giving
$200K
+6.4% YoY
Grant Count
16
+0.0% YoY
Avg Grant Size
$13K
+6.4% YoY
Under IRS private-foundation payout rules, Julie Morsman Schroeder Foundation reported a distributable amount of $246K for 2024 — the minimum it must pay out in qualifying distributions.
About Julie Morsman Schroeder Foundation
Based on IRS filings
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 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 16 grants totaling $200K. Net investment income was $91K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,960,451 | $3,075,962 | $2,806,663 |
| Revenue | $97,771 | $468,702 | $329,637 |
| Expenses | $213,282 | $199,403 | $152,850 |
| Qualifying Distributions | $206,640 | $193,701 | $148,175 |
| Net Investment Income | $91,133 | $148,248 | $125,113 |
| Distributable Amount | $246,267 | $197,350 | $186,065 |
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 2024
Grant Size Distribution
77 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lauritzen Gardens ($25,000), Museum of Nebraska Art ($25,000), Nebraska Land Trust ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN MIDWEST BALLET OMAHA, NE | COMMUNITY CHARITY | $2,500 |
| DURHAM MUSEUM OMAHA, NE | COMMUNITY CHARITY | $5,000 |
| HERON HAVEN NATURE CENTER OMAHA, NE | COMMUNITY CHARITY | $2,500 |
| JOSLYN ART MUSEUM OMAHA, NE | COMMUNITY CHARITY | $10,000 |
| JOSLYN CASTLE TRUST OMAHA, NE | COMMUNITY CHARITY | $5,000 |
| KIOS OMAHA, NE | COMMUNITY CHARITY | $1,000 |
| KVNO OMAHA, NE | COMMUNITY CHARITY | $1,000 |
| LAURITZEN GARDENS OMAHA, NE | COMMUNITY CHARITY | $25,000 |
| MUSEUM OF NEBRASKA ART KEARNEY, NE | COMMUNITY CHARITY | $25,000 |
| NEBRASKA LAND TRUST LINCOLN, NE | COMMUNITY CHARITY | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANNETTE HUFF | DIRECTOR | 1 | — |
| MICHAEL L SULLIVAN | DIRECTOR | 1 | — |
| WARD PETERS | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $3.0M in total assets as of 2024.
How large is Julie Morsman Schroeder Foundation?
As of 2024, Julie Morsman Schroeder Foundation holds $3.0M in total assets with $98K in annual revenue. It awarded 16 grants totaling $200K in 2024.
Where does Julie Morsman Schroeder Foundation operate?
Julie Morsman Schroeder Foundation has awarded grants in Nebraska.
What size grants does Julie Morsman Schroeder Foundation award?
In 2024, Julie Morsman Schroeder Foundation awarded 16 grants totaling $200K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Julie Morsman Schroeder Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Julie Morsman Schroeder Foundation reported a distributable amount of $246K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Julie Morsman Schroeder Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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