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Julie Morsman Schroeder Foundation C/O Bridges Trust Attn Matt Darling EIN 91-1820971

Julie Morsman Schroeder Foundation C/O Bridges Trust Attn Matt Darling

EIN  91-1820971 Private foundation / grantmaker Omaha, NE
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Size
$100K–1M
What they do
A private foundation based in Omaha, NE. It reported about $336K in revenue for 2025.
Leadership
Annette Huff · President
Money in and out
$336K revenue, $427K expenses
Bottom line
—

A private foundation based in Omaha, NE. It reported about $336K in revenue for 2025. For fiscal year 2025 it reported $336K in revenue, $427K in expenses, and $2.9M in net assets.Pt I

Grants paid & assets · FY2025
Total revenue
$336K
Pt VIII · Ln 12
Total expenses
$427K
Pt IX · Ln 25
Net assets
$2.9M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$91K
Total assets
2.9M
deployed as grants and operations
Grants paid
400K
in FY2025
Grants made
16grants
total in period
Payout rate
14%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 16 grants · $400K · 2025–2025
Opera Omaha INCFY2025$50,000
Nebraska Land TrustFY2025$50,000
Museum of Nebraska ArtFY2025$50,000
Lauritzen GardensFY2025$50,000
Omaha's Henry Doorly Zoo and AquariumFY2025$46,000
Spring Creek Prairie AudubonFY2025$30,000
Rowe Audubon SanctuaryFY2025$30,000
Omaha Children's MuseumFY2025$30,000
Joslyn Art MuseumFY2025$20,000
Omaha Conservatory of MusicFY2025$10,000
Joslyn Castle TrustFY2025$10,000
Durham MuseumFY2025$10,000
Heron Haven Nature CenterFY2025$5,000
American Midwest BalletFY2025$5,000
KvnoFY2025$2,000
KiosFY2025$2,000

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$25K
Median grantPart XV$30K
Largest grantPart XV$50K

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$336K
FY2025▲ +244%
Expenses
$427K
FY2025▲ +100%
Total assets
$2.9M
FY2025▼ -3%
Total liabilities
$0
FY2025
Total revenue
$336K
Pt VIII · Ln 12
Total expenses
$427K
Pt IX · Ln 25
Net assets
$2.9M
Pt X · Ln 32
Total assetsPt II$2.9M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CJulie Morsman Schroeder Foundation C/O Bridges Trust Attn Matt Darling
EINHdr · item D91-1820971
Principal addressHdr · item COmaha, NE
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MNE
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T20Z)
Ruling yearIRS BMFOct 1997

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
Annette Huff
President
$0Pt VII · Sec A
Ward Peters
Vice President & Treasurer
$0Pt VII · Sec A
Matt Darling
Secretary
$0Pt VII · Sec A
See Julie Morsman Schroeder Foundation C/O Bridges Trust Attn Matt Darling executive salaries →

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Statement of Revenue

Part VIII
Investment income100%$336K
Total revenueLn 12$336K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.94 Operating & administrative $0.06
Grants & contributions paid94%$400K
Operating & administrative6%$27K
Total functional expensesLn 25$427K

Balance Sheet

Part X · end of year
CashLn 1$1K
Total assetsLn 16$2.9M
Total liabilitiesLn 26$0
Total net assetsLn 32$2.9M
Months of cash on handcomputed0.0

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $2.9M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $336K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $336K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $336K · Prior year $98K
+244%
Revenue CAGR
FY2020 $278K · FY2025 $336K
+4%
Net-asset trend (YoY)
End of year $2.9M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $336K · Expenses $427K
-27%
Liabilities-to-Assets
Total liabilities — · Total assets $2.9M
—
Net-asset ratio
Net assets $2.9M · Total assets $2.9M
100%
People & payroll
Highest Reported Total Compensation
Individual Annette Huff · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $427K
0%
Personnel share
not reported
Peer comparison

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

MetricThis orgPeer medianPercentile
Revenue growth 244%——

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)$336K revenue · viewing · ⤓ 990 PDF
FY2024$98K revenue · ⤓ 990 PDF
FY2023$469K revenue · ⤓ 990 PDF
FY2022$330K revenue · ⤓ 990 PDF
FY2021$314K revenue · ⤓ 990 PDF
FY2020$278K 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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