Helen Ella & Flory Trust FBO Nebr Annual

Private foundation · Grantmaker 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 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

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Lincoln

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

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

Nebraska United Methodist Foundation: $32KNebraska United MethodistFoundation$32K

The largest 2025 recipient was Nebraska United Methodist Foundation ($32K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Nebraska United Methodist Foundation Lincoln, NEThe Gift to Be Used IN$31,900

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 26, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 7, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 10, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 7, 2026)
  7. 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

Union Bank & Trust Company — Trustee: $7KUnion Bank & Trust…Trustee$7K

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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