Helen Ella & Flory Trust Fbo Nebr Annual

LINCOLN, NE EIN: 47-6109476

Helen Ella & Flory Trust Fbo Nebr Annual is a private foundation, based in LINCOLN, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $510K in total assets. In 2024, it awarded 1 grants totaling $30K. Net investment income was $42K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$510K

+2.1% YoY

Annual Giving

$30K

+6.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$30K

+6.3% YoY

Under IRS private-foundation payout rules, Helen Ella & Flory Trust Fbo Nebr Annual reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About Helen Ella & Flory Trust Fbo Nebr Annual

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $154K (100%)

States

Nebraska

Cities

Lincoln

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$510,460	$500,080	$503,778
Revenue	$48,873	$31,548	$9,834
Expenses	$38,531	$35,275	$40,418
Qualifying Distributions	$31,766	$29,820	$33,751
Net Investment Income	$42,105	$26,093	$7,778
Distributable Amount	$27,629	$26,389	$27,468

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Nebraska United Methodist Foundation ($30,300).

Recipient	Purpose	Amount
NEBRASKA UNITED METHODIST FOUNDATION LINCOLN, NE	GIFT TO BE USED IN THE	$30,300

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Helen Ella & Flory Trust Fbo Nebr Annual?

As of 2024, Helen Ella & Flory Trust Fbo Nebr Annual holds $510K in total assets with $49K in annual revenue. It awarded 1 grants totaling $30K in 2024.

Where does Helen Ella & Flory Trust Fbo Nebr Annual operate?

Helen Ella & Flory Trust Fbo Nebr Annual has awarded grants in Nebraska.

What size grants does Helen Ella & Flory Trust Fbo Nebr Annual award?

In 2024, Helen Ella & Flory Trust Fbo Nebr Annual awarded 1 grants totaling $30K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Helen Ella & Flory Trust Fbo Nebr Annual required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen Ella & Flory Trust Fbo Nebr Annual reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen Ella & Flory Trust Fbo Nebr Annual's EIN?

Helen Ella & Flory Trust Fbo Nebr Annual's EIN (Employer Identification Number) is 47-6109476. IRS Form 990 filing data is available on this page for 2020–2024.