Robert W Baltzell Foundation
The Robert W Baltzell Foundation is a private foundation based in Omaha, Nebraska. Its 2024 filing lists grants to charitable organizations, with most grant dollars going to recipients in Nebraska.
Robert W Baltzell Foundation at a glance
In short: Robert W Baltzell Foundation gave $150K across 25 grants in 2024 (avg $6K), mostly in Nebraska. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $149,500
- +49.5% vs 2023
- Grants made (2024)
- 25
- +38.9% vs 2023
- Average grant
- $5,980
- +7.6% vs 2023
- Median grant
- $5,000
- Total assets
- $5,331,641
- +57.5% vs 2023
- Primary geography
- Nebraska (76% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Robert W Baltzell 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: PO Box 541116, Omaha, NE 68154
Phone: (402) 697-8897
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Robert W Baltzell Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Creighton UNIVERSITY ($36K). Together the top 10 received $102K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
Nebraska recipients received 76% of 2024 grant dollars. Other leading recipient states were North Carolina (4%), Oklahoma (3%), Arizona (3%), and Tennessee (3%).
Grant Distribution by State
Share of 2024 grant dollars across all 25 itemized grants.
States
Cities
How Robert W Baltzell Foundation gives
- 64% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out 66% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). 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 2022 to 2024, annual grant giving ranged from $15K (2022) to $150K (2024). In 2024 it made 25 grants totaling $150K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Creighton UNIVERSITY Omaha, NE | general | $36,000 |
| Project Harmony Omaha, NE | General | $10,000 |
| Salvation Army Omaha, NE | General | $10,000 |
| Foodbank of the Heartland Omaha, NE | General | $10,000 |
| American Red Cross Omaha, NE | General | $10,000 |
| Burke United Christian Ministry Morganton, NC | General | $6,000 |
| Folds of honor Foundation Tulsa, OK | general | $5,000 |
| Childrens Hospital Foundation Omaha, NE | General | $5,000 |
| Foothills Food Bank Cave Creek, AZ | General | $5,000 |
| St Augustine Indian Mission Winnebago, NE | General | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $5,331,641 | $2,122,233 | $175,351 | $149,500 | 25 | $149,500 | $38,292 | $225,879 |
| 2023 | $3,384,759 | $108,638 | $117,421 | $100,000 | 18 | $100,000 | $91,217 | $146,406 |
| 2022 | $3,393,542 | $1,429,489 | $29,802 | $15,000 | 2 | $15,000 | $29,318 | $114,434 |
| 2021 | $1,993,855 | $1,993,855 | — | — | — | — | — | $539 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is available. Its 2024 grants show support for organizations working in areas including education, child protection, food assistance, homelessness services, and health care. For example, Project Harmony describes its mission as protecting and supporting children and working to end child abuse and neglect. Creighton University describes itself as a Catholic and Jesuit university; Folds of Honor Foundation provides educational scholarships to qualifying families of service members and first responders killed or disabled while serving. Foothills Food Bank provides food and financial assistance to its local community. Open Door Mission serves people experiencing homelessness and poverty, and Operation Smile provides surgery for people born with cleft conditions and other surgical needs.
Grantmaking
In 2024, the foundation reported 25 grants totaling $149,500. Grants ranged from $1,500 to $36,000, with a median grant of $5,000. The largest grant was $36,000 to Creighton University in Omaha, Nebraska. Other notable grants included $10,000 each to Project Harmony, the Salvation Army, Foodbank of the Heartland, and the American Red Cross, all in Omaha.
Additional 2024 grants included $6,000 to Burke United Christian Ministry in Morganton, North Carolina; $5,000 to Folds of Honor Foundation in Tulsa, Oklahoma; $5,000 to Foothills Food Bank in Arizona; and $4,000 to Open Door Mission in Omaha.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Robert W Baltzell as President, Karla Baltzell as Secretary, Beau W Baltzell as Vice President, and Corey L Baltzell and Elizabeth Trujillo as Directors.
Robert W Baltzell Foundation is led by Robert W Baltzell, President on every filing since 2021; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Robert W Baltzell
President
On filings since 2021
5 hrs/week
No compensation reported
Corey L Baltzell
Director
On filings since 2021
No compensation reported
Elizabeth Trujillo
Director
On filings since 2021
No compensation reported
Beau W Baltzell
Vice President
On filings since 2021
No compensation reported
Karla Baltzell
Secretary
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2024. "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 Robert W Baltzell Foundation
How much does Robert W Baltzell Foundation give each year?
Robert W Baltzell Foundation gave $150K across 25 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $100K across 18 grants.
What is Robert W Baltzell Foundation's typical grant size?
Robert W Baltzell Foundation's median grant in 2024 was $5,000, and its average grant was $5,980, across 25 grants on its 2024 IRS Form 990-PF.
Where does Robert W Baltzell Foundation give grants?
Robert W Baltzell Foundation gives mostly in Nebraska: 76% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Omaha, NE (11 grants).
Does Robert W Baltzell Foundation give general operating support?
Yes: 100% of Robert W Baltzell Foundation's 2024 grants with a stated purpose (25 of 25) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Robert W Baltzell Foundation's largest grantees?
Robert W Baltzell Foundation's largest 2024 grantees include Creighton UNIVERSITY ($36,000), Project Harmony ($10,000) and Salvation Army ($10,000), according to its 2024 IRS Form 990-PF. Together they received 37% of its itemized 2024 grant dollars.
How large is Robert W Baltzell Foundation?
Robert W Baltzell Foundation reported $5.3M in total assets on its 2024 IRS Form 990-PF. It paid out $150K in qualifying distributions that year, against a required minimum of $226K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Robert W Baltzell Foundation fund?
No mission statement for the foundation is available. Its 2024 grants show support for organizations working in areas including education, child protection, food assistance, homelessness services, and health care. See mission & focus areas ↑
How do I apply for a grant from Robert W Baltzell 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 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.
Does Robert W Baltzell 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
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
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Cite this profile
Grantable. (2026). Robert W Baltzell Foundation funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/robert-w-baltzell-foundation-morg_98018c0a16e94bfca295adfdea023bfc
BibTeX
@misc{grantable_874150771_2026,
author = {{Grantable}},
title = {{Robert W Baltzell Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/robert-w-baltzell-foundation-morg_98018c0a16e94bfca295adfdea023bfc},
note = {Accessed 2026-10-11. 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 Robert W Baltzell 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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