Robert W Baltzell Foundation
Robert W Baltzell Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OMAHA, NE. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it awarded 25 grants totaling $150K. Net investment income was $38K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.3M
+57.5% YoY
Annual Giving
$150K
+49.5% YoY
Grant Count
25
+38.9% YoY
Avg Grant Size
$6K
+7.6% YoY
Under IRS private-foundation payout rules, Robert W Baltzell Foundation reported a distributable amount of $226K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert W Baltzell Foundation
Based on IRS filings
Robert W Baltzell Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OMAHA, NE. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it awarded 25 grants totaling $150K. Net investment income was $38K.
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 | $5,331,641 | $3,384,759 | $3,393,542 |
| Revenue | $2,122,233 | $108,638 | $1,429,489 |
| Expenses | $175,351 | $117,421 | $29,802 |
| Qualifying Distributions | $149,500 | $100,000 | $15,000 |
| Net Investment Income | $38,292 | $91,217 | $29,318 |
| Distributable Amount | $225,879 | $146,406 | $114,434 |
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
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Creighton UNIVERSITY ($36,000), Project Harmony ($10,000), Salvation Army ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Folds of honor Foundation Tulsa, OK | general | $5,000 |
| Creighton UNIVERSITY Omaha, NE | general | $36,000 |
| CHILDRENS HOSPITAL FOUNDATION OMAHA, NE | GENERAL | $5,000 |
| THE HOPE CENTER OMAHA OMAHA, NE | GENERAL | $3,000 |
| TUNNEL TO TOWERS FOUNDATION STATEN ISLAND, NY | GENERAL | $3,000 |
| PROJECT HARMONY OMAHA, NE | GENERAL | $10,000 |
| SALVATION ARMY OMAHA, NE | GENERAL | $10,000 |
| FOOTHILLS FOOD BANK CAVE CREEK, AZ | GENERAL | $5,000 |
| BURKE UNITED CHRISTIAN MINISTRY MORGANTON, NC | GENERAL | $6,000 |
| ST JUDES CHILDRENS HOSPITAL MEMPHIS, TN | GENERAL | $4,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Robert W Baltzell | President | 5 | — |
| Karla Baltzell | Secretary | — | — |
| Beau W Baltzell | Vice President | — | — |
| Corey L Baltzell | Director | — | — |
| Elizabeth Trujillo | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert W Baltzell Foundation?
Robert W Baltzell Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OMAHA, NE. It holds $5.3M in total assets as of 2024.
How large is Robert W Baltzell Foundation?
As of 2024, Robert W Baltzell Foundation holds $5.3M in total assets with $2.1M in annual revenue. It awarded 25 grants totaling $150K in 2024.
Where does Robert W Baltzell Foundation operate?
Robert W Baltzell Foundation has awarded grants in Arizona, Florida, Georgia, Kentucky, Maryland, North Carolina, Nebraska, New York, Oklahoma, Tennessee, Texas, Virginia.
What size grants does Robert W Baltzell Foundation award?
In 2024, Robert W Baltzell Foundation awarded 25 grants totaling $150K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Robert W Baltzell Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert W Baltzell Foundation reported a distributable amount of $226K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert W Baltzell Foundation's EIN?
Robert W Baltzell Foundation's EIN (Employer Identification Number) is 87-4150771. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Robert W Baltzell 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.