Robert And Carole Julian Foundation

Omaha, NE
Tax-exempt since June 1997
EIN: 47-0800777

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$204k (2024)

Expenses

$404k (2024)

Total Assets

$4.11M (2024)

Total Liabilities

$1.53k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$204,323

Expenses

$404,482

Net Income

-$200,159

Net Assets

$4,109,112

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,848	0.9%
Dividends	$50,278	24.6%
Sales of Assets	$152,197	74.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$383,069	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,110,645
Total Liabilities	$1,533
Net Assets	$4,109,112

Compensation

Key Employees and Officers	Compensation	Other
Robert Shults (President And Treasurer)	$0	$0
Elizabeth Shults (Secretary And Director)	$0	$0
Carole Julian (Director)	$0	$0
Robert Julian (Director)	$0	$0
Grace Shults (Director)	$0	$0

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990-PF

Filed on Nov. 4, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$184,380

Expenses

$316,057

Net Income

-$131,677

Net Assets

$4,309,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,724	0.9%
Dividends	$42,948	23.3%
Sales of Assets	$139,708	75.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$300,781	95.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,310,804
Total Liabilities	$1,533
Net Assets	$4,309,271

Compensation

Key Employees and Officers	Compensation	Other
Robert Shults (President And Treasurer)	$0	$0
Elizabeth Shults (Secretary And Director)	$0	$0
Carole Julian (Director)	$0	$0
Robert Julian (Director)	$0	$0
Grace Shults (Director)	$0	$0

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990-PF

Filed on Nov. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$1,490,574

Expenses

$288,577

Net Income

$1,201,997

Net Assets

$4,440,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,418,612	95.2%
Interest Revenue	$573	0.0%
Dividends	$56,851	3.8%
Sales of Assets	$14,538	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$275,869	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,442,481
Total Liabilities	$1,533
Net Assets	$4,440,948

Compensation

Key Employees and Officers	Compensation	Other
Robert Shults (President And Treasurer)	$0	$0
Elizabeth Shults (Secretary And Director)	$0	$0
Carole Julian (Director)	$0	$0
Robert Julian (Director)	$0	$0
Grace Shults (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$188,601

Expenses

$238,238

Net Income

-$49,637

Net Assets

$3,238,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.0%
Dividends	$79,486	42.1%
Sales of Assets	$109,095	57.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,238	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,240,484
Total Liabilities	$1,533
Net Assets	$3,238,951

Compensation

Key Employees and Officers	Compensation	Other
Robert Shults (President And Treasurer)	$0	$0
Elizabeth Shults (Secretary And Director)	$0	$0
Carole Julian (Director)	$0	$0
Robert Julian (Director)	$0	$0
Grace Shults (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

$763,626

Expenses

$470,179

Net Income

$293,447

Net Assets

$3,288,588

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$679,498	89.0%
Interest Revenue	$45	0.0%
Dividends	$67,213	8.8%
Sales of Assets	$16,870	2.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$453,696	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,290,121
Total Liabilities	$1,533
Net Assets	$3,288,588

Compensation

Key Employees and Officers	Compensation	Other
Robert Shults (President And Treasurer)	$0	$0
Elizabeth Shults (Secretary And Director)	$0	$0
Carole Julian (Director)	$0	$0
Robert Julian (Director)	$0	$0
Grace Shults (Director)	$0	$0

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990-PF

Filed on Nov. 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$420,102

Expenses

$187,993

Net Income

$232,109

Net Assets

$2,995,141

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$478	0.1%
Dividends	$74,177	17.7%
Sales of Assets	$345,447	82.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,268	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,997,074
Total Liabilities	$1,933
Net Assets	$2,995,141

Compensation

Key Employees and Officers	Compensation	Other
Robert Julian (President)	$0	$0
Robert Shults (Secretary And Treasurer)	$0	$0
Carole Julian (Director)	$0	$0
Elizabeth Shults (Director)	$0	$0

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990-PF

Filed on Nov. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$888,451

Expenses

$168,862

Net Income

$719,589

Net Assets

$2,763,032

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$602,213	67.8%
Interest Revenue	$470	0.1%
Dividends	$71,177	8.0%
Sales of Assets	$214,591	24.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,815	89.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,764,965
Total Liabilities	$1,933
Net Assets	$2,763,032

Compensation

Key Employees and Officers	Compensation	Other
Robert Julian (President)	$0	$0
Robert Shults (Secretary And Treasurer)	$0	$0
Carole Julian (Director)	$0	$0
Elizabeth Shults (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$417,916

Expenses

$157,056

Net Income

$260,860

Net Assets

$2,043,443

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$104	0.0%
Dividends	$46,929	11.2%
Sales of Assets	$370,883	88.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,225	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,045,376
Total Liabilities	$1,933
Net Assets	$2,043,443

Compensation

Key Employees and Officers	Compensation	Other
Robert Julian (President)	$0	$0
Carole Julian (Vice President)	$0	$0
Elizabeth Shults (Secretary)	$0	$0
Robert Shults (Treasurer)	$0	$0

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990-PF

Filed on July 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$228,717

Expenses

$148,412

Net Income

$80,305

Net Assets

$1,784,433

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$34,458	15.1%
Sales of Assets	$194,251	84.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$132,353	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,786,366
Total Liabilities	$1,933
Net Assets	$1,784,433

Compensation

Key Employees and Officers	Compensation	Other
Robert Julian (President)	$0	$0
Carole Julian (Secretary/Treasurer)	$0	$0
Elizabeth Shults (Director)	$0	$0
Robert Shults (Director)	$0	$0

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990-PF

Filed on May 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$285,881

Expenses

$143,831

Net Income

$142,050

Net Assets

$1,704,128

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$33,877	11.9%
Sales of Assets	$251,999	88.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,330	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,706,061
Total Liabilities	$1,933
Net Assets	$1,704,128

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$323,208

Expenses

$104,866

Net Income

$218,342

Net Assets

$1,562,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,641	77.5%
Interest Revenue	$1	0.0%
Dividends	$30,406	9.4%
Sales of Assets	$42,160	13.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,259	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,564,011
Total Liabilities	$1,933
Net Assets	$1,562,078

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$156,100

Expenses

$136,585

Net Income

$19,515

Net Assets

$1,343,736

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$105,610	67.7%
Interest Revenue	$0
Dividends	$27,972	17.9%
Sales of Assets	$20,508	13.1%
Other Income	$2,010	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,300	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,345,669
Total Liabilities	$1,933
Net Assets	$1,343,736

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$27,544

Expenses

$101,570

Net Income

-$74,026

Net Assets

$1,324,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$875	3.2%
Interest Revenue	$0
Dividends	$26,669	96.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,525	96.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,326,154
Total Liabilities	$1,933
Net Assets	$1,324,221

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$129,635

Expenses

$80,651

Net Income

$48,984

Net Assets

$1,398,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$105,000	81.0%
Dividends	$24,635	19.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,897	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,400,180
Total Liabilities	$1,933
Net Assets	$1,398,247

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Robert And Carole Julian Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $204k (2024)

Expenses $404k (2024)

Total Assets $4.11M (2024)

Total Liabilities $1.53k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$204k (2024)

Expenses

$404k (2024)

Total Assets

$4.11M (2024)

Total Liabilities

$1.53k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001