Nonprofit · EIN 47-6109477
HELEN-ELLA & FLORY TRUST FUND BENEFICIARY BOARD OF TTEES OF ST
Tax-exempt · LINCOLN, NE 68512
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $15,774 | $13,261 | $2,513 | $204,287 | $0 | $204,287 |
| December 31, 2024 | 990-PF | $9,567 | $12,356 | -$2,789 | $201,761 | $0 | $201,761 |
| December 31, 2023 | 990-PF | $8,846 | $12,539 | -$3,693 | $204,531 | $0 | $204,531 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $6,594
- Net gain from sales of assets
- $9,180
Expenses
- Grants and similar amounts paid
- $10,818
- Compensation of officers, directors and key employees
- $1,582
- Disbursements for charitable purposes
- $11,270
- Excise tax on investment income
- $193
Balance sheet and other
- Total assets, start of year
- $201,761
- Total assets, end of year
- $204,287
- Total liabilities, end of year
- $0
- Net assets, end of year
- $204,287
- Fair market value of assets
- $253,934
- Qualifying distributions
- $11,270
- Net investment income
- $15,774
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 | $1,582 |
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 | $1,470 |
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 | $1,278 |
Address and contacts
- Address (IRS master file)
- 1801 PINE LAKE RD, LINCOLN, NE 68512-3690
- Signed the 990-PF
- BRAD PHILSON, 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
- 47-6109477
- 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)
- $204,287
- Income (IRS master file)
- $51,479
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $15,774 | $13,261 | $204,287 | XML |
| 990-PF | December 2024 | $9,567 | $12,356 | $201,761 | XML |
| 990-PF | December 2023 | $8,846 | $12,539 | $204,531 | 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 47-6109477).
Questions about HELEN-ELLA & FLORY TRUST FUND BENEFICIARY BOARD OF TTEES OF ST
- What is the EIN of HELEN-ELLA & FLORY TRUST FUND BENEFICIARY BOARD OF TTEES OF ST?
- The employer identification number (EIN) of HELEN-ELLA & FLORY TRUST FUND BENEFICIARY BOARD OF TTEES OF ST is 47-6109477.
- Is HELEN-ELLA & FLORY TRUST FUND BENEFICIARY BOARD OF TTEES OF ST 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 BENEFICIARY BOARD OF TTEES OF ST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN-ELLA & FLORY TRUST FUND BENEFICIARY BOARD OF TTEES OF ST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN-ELLA & FLORY TRUST FUND BENEFICIARY BOARD OF TTEES OF ST 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 BENEFICIARY BOARD OF TTEES OF ST 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 BENEFICIARY BOARD OF TTEES OF ST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,582 (UNION BANK & TRUST COMPANY, TRUSTEE).
- How much revenue does HELEN-ELLA & FLORY TRUST FUND BENEFICIARY BOARD OF TTEES OF ST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $15,774, expenses of $13,261 and total assets of $204,287 at year end.
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