Phillip and Terri Schrager Foundation

Private foundation · Grantmaker Omaha, NE EIN: 23-7184025
EducationHigher educationPhilanthropyNonprofitsReligion

The Phillip and Terri Schrager Foundation is a private foundation based in Omaha, Nebraska. Its 2025 filing lists grants for exempt charitable purposes to organizations in Nebraska.

Key facts about Phillip and Terri Schrager Foundation

In short: Phillip and Terri Schrager Foundation gave $1.8M across 27 grants in 2025 (avg $66K), mostly in Nebraska. 4% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
23-7184025
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$1,772,685
Grants made (2025)
27
Average grant
$65,655
Median grant
$10,000
New grantees (estimate)
4% first-time grantees (1 of 27, 2025)
Total assets
$565,182
Primary geography
Nebraska (100% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$565K

-23.6% YoY

Annual Giving

$1.8M

+50.8% YoY

Grant Count

27

-15.6% YoY

Avg Grant Size

$66K

+78.7% YoY

Under IRS private-foundation payout rules, Phillip and Terri Schrager Foundation reported a distributable amount of $354K for 2025 — the minimum it must pay out in qualifying distributions.

Is Phillip and Terri Schrager Foundation open to new grantees?

4%

first-time grantees, 2025

In 2025, 1 of 27 grantees (4%) were first-time recipients. First grants averaged $10K; repeat grants $68K. How we count

Medians: $10K first-time, $10K repeat.

  • 78% of 2025 grantees were also funded in 2024. Method
  • Giving grew 188% from 2022 to 2025. Method
  • In 2025 it paid out 500% 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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s listed 2025 grants include support for organizations whose own missions span community services, education, the arts, hunger relief, and child welfare. For example, Food Bank for the Heartland says its mission is to eliminate hunger in the Heartland by ensuring consistent access to healthy foods, while Project Harmony says it works to protect and support children and end child abuse and neglect. Omaha Conservatory of Music describes its work as building a diverse musical community through education and performance.

Grantmaking

In 2025, the foundation reported 27 grants totaling $1,772,685. Individual grants ranged from $270 to $548,323, with a median grant of $10,000. Its largest grants included $548,323 to The Jewish Federation of Omaha, $503,197 to Chabad House, $274,967 to Westside Foundation, and $166,799 to University of Nebraska Foundation. Other listed awards included $62,344 to Community Information Trust and $25,000 each to Boys and Girls Clubs of the Midlands, Girls Inc of Omaha, Omaha Conservatory of Music, and Project Harmony.

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Geographic Focus

Where this funder awards grants

All grant dollars in 2025 went to recipients listed in Nebraska.

Grant Distribution by State

6states

Share of 2025 grant dollars across all 27 itemized grants.

Cities

OmahaWashingtonAspenArlingtonLos AngelesNorfolkCouncil BluffsLincolnSterling Ridge DWinnebago

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M30 grants2020 37 grants2021 47 grants2022 37 grants2023 32 grants2024 27 grants2025

From 2020 to 2025, annual grant giving ranged from $615K (2022) to $3.2M (2021). In 2025 it made 27 grants totaling $1.8M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

The Jewish Federation of Omaha: $548KThe Jewish Federation of Omaha$548KChabad House: $503KChabad House$503KWestside Foundation: $275KWestside Foundation$275KUniversity of Nebraska Foundation: $167KUniversity of NebraskaFoundation$167KCommunity Information Trust: $62KCommunity Information Trust$62KBoys and Girls Clubs of the Midlands: $25KBoys and Girls Clubs of theMidlands$25KGirls Inc of Omaha: $25KGirls Inc of Omaha$25KOmaha Conservatory of Music: $25KOmaha Conservatory of Music$25KProject Harmony: $25KProject Harmony$25KFood Bank for the Heartland: $20KFood Bank for the Heartland$20K

The largest 2025 recipient was The Jewish Federation of Omaha ($548K). Together the top 10 received $1.7M.

Grant Size Distribution

180 grants across all recorded years

158<$50K5$50–100K10$100–250K3$250–500K3$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 158 grants of 180 (88%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Jewish Federation of Omaha Omaha, NEExempt Charitable Purposes$548,323
Chabad House Omaha, NEExempt Charitable Purposes$503,197
Westside Foundation Omaha, NEExempt Charitable Purposes$274,967
University of Nebraska Foundation Omaha, NEExempt Charitable Purposes$166,799
Community Information Trust Omaha, NEExempt Charitable Purposes$62,344
Boys and Girls Clubs of the Midlands Omaha, NEExempt Charitable Purposes$25,000
Girls Inc of Omaha Omaha, NEExempt Charitable Purposes$25,000
Omaha Conservatory of Music Omaha, NEExempt Charitable Purposes$25,000
Project Harmony Omaha, NEExempt Charitable Purposes$25,000
Food Bank for the Heartland Omaha, NEExempt Charitable Purposes$20,000

Financial History

Multi-year comparison from IRS filings

Filing year Grants reported Grant count
2025 $1,772,685 27
2024 $1,175,780 32
2023 $1,013,929 37
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$565,182$739,716$946,104
Revenue$237,034$371,480$113,777
Expenses$1,777,057$1,245,986$1,097,882
Qualifying Distributions$1,772,685$1,175,780$1,013,929
Net Investment Income$122,216$343,730$95,527
Distributable Amount$354,411$355,604$337,807

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 8, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Terri L. Schrager as president; Jeffrey Schrager as vice president; Timothy Schrager as treasurer and director; Angel Goldman as secretary and director; Richard A. Schrager, Harley Schrager, Jack Schrager, and Beth Schrager as directors; and Tiffany Polifka as executive director.

Phillip and Terri Schrager Foundation is led by Terri L. Schrager, President on every filing since 2020; none of the 9 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Terri L. Schrager

    President

    On filings since 2020

    No compensation reported

  • Tiffany Polifka

    Executive Director

    On filings since 2024

    20 hrs/week

    No compensation reported

  • Angel Goldman

    Secretary & Director

    On filings since 2020

    No compensation reported

  • Beth Schrager

    Director

    On filings since 2020

    No compensation reported

  • Harley Schrager

    Director

    Treasurer & Director → Director, 2024

    On filings since 2020

    No compensation reported

  • Jack Schrager

    Director

    On filings since 2020

    No compensation reported

  • Richard A. Schrager

    Director

    On filings since 2020

    No compensation reported

  • Timothy Schrager

    Treasurer & Director

    Director → Treasurer & Director, 2024

    On filings since 2020

    No compensation reported

  • Jeffrey Schrager

    Vice President

    On filings since 2020

    No compensation reported

Former officers (1)
  • Former: Carolyn Jackson (2020–2024) — Former Executive 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.

Contact

Mailing address: 311 S 89Th Court, Omaha, NE 68114
Phone: (402) 505-6300

Frequently asked questions about Phillip and Terri Schrager Foundation

How much does Phillip and Terri Schrager Foundation give each year?

Phillip and Terri Schrager Foundation gave $1.8M across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.2M across 32 grants.

What is Phillip and Terri Schrager Foundation's typical grant size?

Phillip and Terri Schrager Foundation's median grant in 2025 was $10,000, and its average grant was $65,655, across 27 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Phillip and Terri Schrager Foundation that year got $10K on average.

Where does Phillip and Terri Schrager Foundation give grants?

Phillip and Terri Schrager 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 (24 grants).

Who are Phillip and Terri Schrager Foundation's largest grantees?

Phillip and Terri Schrager Foundation's largest 2025 grantees include The Jewish Federation of Omaha ($548,323), Chabad House ($503,197) and Westside Foundation ($274,967), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.

How large is Phillip and Terri Schrager Foundation?

Phillip and Terri Schrager Foundation reported $565K in total assets on its 2025 IRS Form 990-PF. It paid out $1.8M in qualifying distributions that year, against a required minimum of $354K (roughly 5% of its investment assets).

What does Phillip and Terri Schrager Foundation fund?

The foundation’s listed 2025 grants include support for organizations whose own missions span community services, education, the arts, hunger relief, and child welfare. See mission & focus areas ↑

How do I apply for a grant from Phillip and Terri Schrager Foundation?

The foundation states that it 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 Phillip and Terri Schrager Foundation's EIN?

Phillip and Terri Schrager Foundation's EIN (Employer Identification Number) is 23-7184025. IRS Form 990 filing data is available on this page for 2020–2025.

Does Phillip and Terri Schrager Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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