Polley Lillian Helms Tua

MILWAUKEE, WI EIN: 47-6188006

Polley Lillian Helms Tua is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 1 grants totaling $109K. Net investment income was $269K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.9M

+8.9% YoY

Annual Giving

$109K

-19.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$109K

-19.1% YoY

Under IRS private-foundation payout rules, Polley Lillian Helms Tua reported a distributable amount of $111K for 2025 — the minimum it must pay out in qualifying distributions.

About Polley Lillian Helms Tua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $590K (100%)

States

Nebraska

Cities

Lincoln

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,903,858	$1,747,491	$1,870,232
Revenue	$300,156	$50,293	$214,546
Expenses	$143,782	$172,248	$164,938
Qualifying Distributions	$114,110	$139,747	$137,072
Net Investment Income	$268,948	$41,459	$186,514
Distributable Amount	$110,841	$105,866	$107,111

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Lincoln City Libraries ($109,425).

Recipient	Purpose	Amount
LINCOLN CITY LIBRARIES LINCOLN, NE	GENERAL OPERATING	$109,425

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
US BANK NA	CORP TRUSTEE	1	$31,854

Frequently Asked Questions

How large is Polley Lillian Helms Tua?

As of 2025, Polley Lillian Helms Tua holds $1.9M in total assets with $300K in annual revenue. It awarded 1 grants totaling $109K in 2025.

Where does Polley Lillian Helms Tua operate?

Polley Lillian Helms Tua has awarded grants in Nebraska.

What size grants does Polley Lillian Helms Tua award?

In 2025, Polley Lillian Helms Tua awarded 1 grants totaling $109K — an average of about $109K per grant, based on its IRS Form 990 filings.

How much is Polley Lillian Helms Tua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Polley Lillian Helms Tua reported a distributable amount of $111K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.