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Moeller Charitable Tr EIN 30-6090407

Moeller Charitable Tr

EIN  30-6090407 Private foundation / grantmaker Lincoln, NE
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Size
<$100K
What they do
A private foundation based in Lincoln, NE. It reported about $82K in revenue for 2025.
Leadership
First Nebraska Trust Company · Trustee · $28K
Money in and out
$82K revenue, $243K expenses
Bottom line
—

A private foundation based in Lincoln, NE. It reported about $82K in revenue for 2025. For fiscal year 2025 it reported $82K in revenue, $243K in expenses, and $2.3M in net assets.Pt I

Grants paid & assets · FY2025
Total revenue
$82K
Pt VIII · Ln 12
Total expenses
$243K
Pt IX · Ln 25
Net assets
$2.3M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$161K
Total assets
2.3M
deployed as grants and operations
Grants paid
196K
in FY2025
Grants made
15grants
total in period
Payout rate
9%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 15 grants · $196K · 2025–2025
Clyde Malone Community CenterFY2025$25,000
Fresh Start HomeFY2025$21,000
Tabitha FoundationFY2025$20,000
Lincoln Children's MuseumFY2025$15,000
Heartland Cancer FoundationNE · FY2025$15,000
White Cane FoundationFY2025$10,000
Nebraska Lutheran Outdoor MinFY2025$10,000
MilkworksFY2025$10,000
Food FortNE · FY2025$10,000
Food Bank of Lincoln INCNE · FY2025$10,000
Family Service LincolnFY2025$10,000
Educare of Lincoln INCNE · FY2025$10,000
Down Syndrome Association for FamFY2025$10,000
Community Action PartnershipFY2025$10,000
Bravebe Child Advocacy CenterFY2025$10,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV4
Average grantPart XV$13K
Median grantPart XV$10K
Largest grantPart XV$25K
Top cause focusNTEEEducation (7%)

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$82K
FY2025▼ -90%
Expenses
$243K
FY2025▲ +15%
Total assets
$2.3M
FY2025▼ -7%
Total liabilities
$0
FY2025
Total revenue
$82K
Pt VIII · Ln 12
Total expenses
$243K
Pt IX · Ln 25
Net assets
$2.3M
Pt X · Ln 32
Total assetsPt II$2.3M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CMoeller Charitable Tr
EINHdr · item D30-6090407
Principal addressHdr · item CLincoln, NE
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MNE
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T20)
Ruling yearIRS BMFNov 2004

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$28,268Pt VII · Sec A
See Moeller Charitable Tr executive salaries →

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Statement of Revenue

Part VIII
Investment income100%$82K
Total revenueLn 12$82K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.81 Operating & administrative $0.19
Grants & contributions paid81%$196K
Operating & administrative19%$47K
Total functional expensesLn 25$243K

Balance Sheet

Part X · end of year
CashLn 1$225K
Total assetsLn 16$2.3M
Total liabilitiesLn 26$0
Total net assetsLn 32$2.3M
Months of cash on handcomputed11.1

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $2.3M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $82K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $82K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $82K · Prior year $831K
-90%
Revenue CAGR
FY2020 $218K · FY2025 $82K
-18%
Net-asset trend (YoY)
End of year $2.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $82K · Expenses $243K
-195%
Liabilities-to-Assets
Total liabilities — · Total assets $2.3M
—
Net-asset ratio
Net assets $2.3M · Total assets $2.3M
100%
People & payroll
Highest Reported Total Compensation
Individual First Nebraska Trust Company · Reported title TRUSTEE · Highest reported compensation $28K · Total expenses $243K
12%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth -90%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$82K revenue · viewing · ⤓ 990 PDF
FY2024$831K revenue · ⤓ 990 PDF
FY2023$109K revenue · ⤓ 990 PDF
FY2022$102K revenue · ⤓ 990 PDF
FY2021$232K revenue · ⤓ 990 PDF
FY2020$218K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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