Polley Lillian Helms Tua

Private foundation · Grantmaker Eagan, MN EIN: 47-6188006

Polley Lillian Helms Tua is a private foundation, based in Eagan, MN. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $2.2M in total assets. In 2026, it awarded 1 grant totaling $98K. Net investment income was $380K.

Key facts about Polley Lillian Helms Tua

In short: Polley Lillian Helms Tua gave $98K across 1 grant in 2026 (avg $98K), mostly in Nebraska. Source: 2026 IRS Form 990-PF.

EIN
47-6188006
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$97,611
Grants made (2026)
1
Average grant
$97,611
Median grant
$97,611
Total assets
$2,176,865
Primary geography
Nebraska (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$2.2M

+14.3% YoY

Annual Giving

$98K

-10.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$98K

-10.8% YoY

Under IRS private-foundation payout rules, Polley Lillian Helms Tua reported a distributable amount of $115K for 2026 — the minimum it must pay out in qualifying distributions.

How Polley Lillian Helms Tua gives

  • Giving fell 26% from 2023 to 2026. Method
  • In 2026 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 all 1 itemized 2026 grant dollars.

States

Cities

Lincoln

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grants20201 grants20211 grants20221 grants20231 grants20241 grants20251 grants2026

From 2020 to 2026, annual grant giving ranged from $98K (2026) to $135K (2024). In 2026 it made 1 grant totaling $98K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2026

Lincoln City Libraries: $98KLincoln City Libraries$98K

The largest 2026 recipient was Lincoln City Libraries ($98K).

Grant Size Distribution

5 grants across all recorded years

<$50K1$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Lincoln City Libraries Lincoln, NEGeneral Operating$97,611

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020202120222023202420252026
Metric202620252024
Total Assets$2,176,865$1,903,858$1,747,491
Revenue$412,146$300,156$50,293
Expenses$138,553$143,782$172,248
Qualifying Distributions$100,910$114,110$139,747
Net Investment Income$379,699$268,948$41,459
Distributable Amount$115,143$110,841$105,866

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS July 10, 2026)
  2. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Polley Lillian Helms Tua's only listed officer is US Bank N A, Trustee on the 2026 filing (compensated).

Officers on the 2026 filing

  • US Bank N A

    Trustee

    New on the 2026 filing

    1 hr/week

    $33K (2026)

Former officers (1)
  • Former: US Bank NA (2020–2025) — Corp Trustee

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

US Bank N a — Trustee: $33KUS Bank N aTrustee$33K

The highest reported compensation on the 2026 filing was $33K, to US Bank N a (Trustee).

Frequently asked questions about Polley Lillian Helms Tua

How much does Polley Lillian Helms Tua give each year?

Polley Lillian Helms Tua gave $98K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $109K across 1 grant.

How large is Polley Lillian Helms Tua?

Polley Lillian Helms Tua reported $2.2M in total assets on its 2026 IRS Form 990-PF. It paid out $101K in qualifying distributions that year, against a required minimum of $115K (roughly 5% of its investment assets).

Where does Polley Lillian Helms Tua operate?

Polley Lillian Helms Tua has awarded grants in Nebraska.

What is Polley Lillian Helms Tua's EIN?

Polley Lillian Helms Tua's EIN (Employer Identification Number) is 47-6188006. IRS Form 990 filing data is available on this page for 2020–2026.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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