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.
Helen Ella & Flory Trust FBO Nebr Annual at a glance
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.
- Annual giving (2025)
- $31,900
- +5.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $31,900
- +5.3% vs 2024
- Median grant
- $31,900
- Total assets
- $493,292
- -3.4% vs 2024
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Helen Ella & Flory Trust FBO Nebr Annual funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Nebraska United Methodist Foundation Lincoln, NE | The Gift to Be Used IN | $31,900 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $493,292 | $23,324 | $40,515 | $31,900 | 1 | $33,432 | $17,050 | $28,517 |
| 2024 | $510,460 | $48,873 | $38,531 | $30,300 | 1 | $31,766 | $42,105 | $27,629 |
| 2023 | $500,080 | $31,548 | $35,275 | $28,500 | 1 | $29,820 | $26,093 | $26,389 |
| 2022 | $503,778 | $9,834 | $40,418 | $32,500 | 1 | $33,751 | $7,778 | $27,468 |
| 2021 | $535,073 | $63,927 | $41,608 | $33,500 | 1 | $35,031 | $57,584 | $30,719 |
| 2020 | $512,625 | $20,436 | $36,622 | $29,500 | 1 | — | $14,805 | $27,861 |
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.
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.
Data update history
(7)
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
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