Nonprofit · EIN 47-6109476
HELEN-ELLA & FLORY TRUST FUND
Tax-exempt · LINCOLN, NE 68512
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $23,324 | $40,515 | -$17,191 | $493,292 | $0 | $493,292 |
| December 31, 2024 | 990-PF | $48,873 | $38,531 | $10,342 | $510,460 | $0 | $510,460 |
| December 31, 2023 | 990-PF | $31,548 | $35,275 | -$3,727 | $500,080 | $0 | $500,080 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,208
- Net gain from sales of assets
- $5,116
Expenses
- Grants and similar amounts paid
- $31,900
- Compensation of officers, directors and key employees
- $6,980
- Disbursements for charitable purposes
- $33,432
- Excise tax on investment income
- $237
Balance sheet and other
- Total assets, start of year
- $510,460
- Total assets, end of year
- $493,292
- Total liabilities, end of year
- $0
- Net assets, end of year
- $493,292
- Fair market value of assets
- $608,765
- Qualifying distributions
- $33,432
- Net investment income
- $23,324
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION BANK & TRUST COMPANY 1801 PINE LAKE ROAD, LINCOLN, NE 68512 | TRUSTEE | 1 | $6,980 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION BANK & TRUST COMPANY 1801 PINE LAKE ROAD, LINCOLN, NE 68512 | TRUSTEE | 1 | $6,669 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION BANK & TRUST COMPANY 6801 S 27TH STREET, LINCOLN, NE 68512 | TRUSTEE | 1 | $5,952 |
Address and contacts
- Address (IRS master file)
- 1801 PINE LAKE RD, LINCOLN, NE 68512-3690
- In care of
- % UNION BANK & TRUST COMPANY TTEE
- Signed the 990-PF
- MICHAEL HENKENIUS, CORP. TRUSTEE
- Phone
- (402) 483-9613
- Return prepared by
- UTS SOLUTIONS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-6109476
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $493,292
- Income (IRS master file)
- $113,319
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $23,324 | $40,515 | $493,292 | XML |
| 990-PF | December 2024 | $48,873 | $38,531 | $510,460 | XML |
| 990-PF | December 2023 | $31,548 | $35,275 | $500,080 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-6109476).
Questions about HELEN-ELLA & FLORY TRUST FUND
- What is the EIN of HELEN-ELLA & FLORY TRUST FUND?
- The employer identification number (EIN) of HELEN-ELLA & FLORY TRUST FUND is 47-6109476.
- Is HELEN-ELLA & FLORY TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to HELEN-ELLA & FLORY TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN-ELLA & FLORY TRUST FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN-ELLA & FLORY TRUST FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN-ELLA & FLORY TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HELEN-ELLA & FLORY TRUST FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,980 (UNION BANK & TRUST COMPANY, TRUSTEE).
- How much revenue does HELEN-ELLA & FLORY TRUST FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,324, expenses of $40,515 and total assets of $493,292 at year end.
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