Helen Ella & Flory Trust FBO Nebr Annual
Helen Ella & Flory Trust FBO Nebr Annual is a private foundation, based in Lincoln, NE. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $493K in total assets. In 2025, it awarded 1 grant totaling $32K. Net investment income was $17K.
Key facts about Helen Ella & Flory Trust FBO Nebr Annual
In short: Helen Ella & Flory Trust FBO Nebr Annual gave $32K across 1 grant in 2025 (avg $32K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- EIN
- 47-6109476
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $31,900
- Grants made (2025)
- 1
- Average grant
- $31,900
- Median grant
- $31,900
- Total assets
- $493,292
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$493K
-3.4% YoY
Annual Giving
$32K
+5.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$32K
+5.3% YoY
Under IRS private-foundation payout rules, Helen Ella & Flory Trust FBO Nebr Annual reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.
How Helen Ella & Flory Trust FBO Nebr Annual gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 117% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $29K (2023) to $34K (2021). In 2025 it made 1 grant totaling $32K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Nebraska United Methodist Foundation ($32K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Nebraska United Methodist Foundation Lincoln, NE | The Gift to Be Used IN | $31,900 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $493,292 | $510,460 | $500,080 |
| Revenue | $23,324 | $48,873 | $31,548 |
| Expenses | $40,515 | $38,531 | $35,275 |
| Qualifying Distributions | $33,432 | $31,766 | $29,820 |
| Net Investment Income | $17,050 | $42,105 | $26,093 |
| Distributable Amount | $28,517 | $27,629 | $26,389 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 7, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Helen Ella & Flory Trust FBO Nebr Annual's only listed officer is Union Bank & Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Union Bank & Trust Company
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $7K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Union Bank & Trust Company (Trustee).
Frequently asked questions about Helen Ella & Flory Trust FBO Nebr Annual
How much does Helen Ella & Flory Trust FBO Nebr Annual give each year?
Helen Ella & Flory Trust FBO Nebr Annual gave $32K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 1 grant.
How large is Helen Ella & Flory Trust FBO Nebr Annual?
Helen Ella & Flory Trust FBO Nebr Annual reported $493K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets).
Where does Helen Ella & Flory Trust FBO Nebr Annual operate?
Helen Ella & Flory Trust FBO Nebr Annual has awarded grants in Nebraska.
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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