Helen Ella & Flory Trust Fund

Lincoln, NE
Tax-exempt since July 1980
EIN: 47-6109476

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$48.9k (2024)

Expenses

$38.5k (2024)

Total Assets

$510k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$48,873

Expenses

$38,531

Net Income

$10,342

Net Assets

$510,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,314	33.4%
Sales of Assets	$31,825	65.1%
Other Income	$734	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,766	82.4%
Compensation of Officers*	$6,669	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$510,460
Total Liabilities	$0
Net Assets	$510,460

Compensation

Key Employees and Officers	Compensation	Other
Union Bank & Trust Company (Trustee)	$6,669	$0

990-PF

Filed on March 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$31,548

Expenses

$35,275

Net Income

-$3,727

Net Assets

$500,080

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,599	46.3%
Sales of Assets	$16,949	53.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,820	84.5%
Compensation of Officers*	$5,952	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$500,080
Total Liabilities	$0
Net Assets	$500,080

Compensation

Key Employees and Officers	Compensation	Other
Union Bank & Trust Company (Trustee)	$5,952	$0

990-PF

Filed on March 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$9,834

Expenses

$40,418

Net Income

-$30,584

Net Assets

$503,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,053	> 100%
Sales of Assets	-$3,219
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,751	83.5%
Compensation of Officers*	$6,255	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$503,778
Total Liabilities	$0
Net Assets	$503,778

Compensation

Key Employees and Officers	Compensation	Other
Union Bank & Trust Company (Trustee)	$6,255	$0

990-PF

Filed on March 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$63,927

Expenses

$41,608

Net Income

$22,319

Net Assets

$535,073

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,994	21.9%
Sales of Assets	$49,933	78.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,031	84.2%
Compensation of Officers*	$7,028	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$535,073
Total Liabilities	$0
Net Assets	$535,073

Compensation

Key Employees and Officers	Compensation	Other
Union Bank & Trust Company (Trustee)	$7,028	$0

990-PF

Filed on Sept. 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$20,436

Expenses

$36,622

Net Income

-$16,186

Net Assets

$512,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,881	53.2%
Sales of Assets	$9,555	46.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,873	84.3%
Compensation of Officers*	$6,238	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$512,625
Total Liabilities	$1
Net Assets	$512,624

Compensation

Key Employees and Officers	Compensation	Other
Union Bank & Trust Company (Trustee)	$6,238	$0

990-PF

Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$23,607

Expenses

$36,261

Net Income

-$12,654

Net Assets

$528,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,348	60.8%
Sales of Assets	$9,259	39.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,382	83.8%
Compensation of Officers*	$6,285	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$528,133
Total Liabilities	$1
Net Assets	$528,132

Compensation

Key Employees and Officers	Compensation	Other
Union Bank & Trust Company (Trustee)	$6,285	$0

990-PF

Filed on April 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$38,180

Expenses

$37,325

Net Income

$855

Net Assets

$540,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,650	41.0%
Sales of Assets	$22,530	59.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,415	84.2%
Compensation of Officers*	$6,471	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$540,405
Total Liabilities	$0
Net Assets	$540,405

Compensation

Key Employees and Officers	Compensation	Other
Union Bank & Trust Company (Trustee)	$6,471	$0

990-PF

Filed on April 24, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$31,180

Expenses

$37,029

Net Income

-$5,849

Net Assets

$539,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,094	45.2%
Sales of Assets	$17,086	54.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,920	80.8%
Compensation of Officers*	$6,493	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$539,576
Total Liabilities	$0
Net Assets	$539,576

Compensation

Key Employees and Officers	Compensation	Other
Union Bank & Trust Company (Trustee)	$6,493	$0

990-PF

Filed on April 16, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$46,302

Expenses

$31,318

Net Income

$14,984

Net Assets

$546,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$597	1.3%
Dividends	$11,010	23.8%
Sales of Assets	$34,695	74.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,737	82.2%
Compensation of Officers*	$6,081	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$546,005
Total Liabilities	$0
Net Assets	$546,005

Compensation

Key Employees and Officers	Compensation	Other
Union Bank & Trust Company (Trustee)	$6,081	$0

990-PF

Filed on May 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$36,898

Expenses

$36,257

Net Income

$641

Net Assets

$531,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64	0.2%
Dividends	$11,791	32.0%
Sales of Assets	$25,043	67.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,631	81.7%
Compensation of Officers*	$6,049	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$531,021
Total Liabilities	$0
Net Assets	$531,021

Compensation

Key Employees and Officers	Compensation	Other
Union Bank & Trust Company (Trustee)	$6,049	$0

990-PF

Filed on April 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$42,314

Expenses

$34,148

Net Income

$8,166

Net Assets

$530,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$82	0.2%
Dividends	$15,206	35.9%
Sales of Assets	$27,026	63.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,635	83.9%
Compensation of Officers*	$5,577	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$530,380
Total Liabilities	$0
Net Assets	$530,380

Compensation

Key Employees and Officers	Compensation	Other
Union Bank & Trust Company (Trustee)	$5,577	$0

990-PF

Filed on March 20, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$25,989

Expenses

$35,941

Net Income

-$9,952

Net Assets

$522,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$118	0.5%
Dividends	$13,277	51.1%
Sales of Assets	$12,316	47.4%
Other Income	$278	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,232	84.1%
Compensation of Officers*	$5,408	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$522,214
Total Liabilities	$0
Net Assets	$522,214

Compensation

Key Employees and Officers	Compensation	Other
Union Bank And Trust Company (Trustee)	$5,408	$0

990-PF

Filed on April 30, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$34,218

Expenses

$36,772

Net Income

-$2,554

Net Assets

$532,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,081	49.9%
Sales of Assets	$17,137	50.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	81.6%
Compensation of Officers*	$5,214	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$532,166
Total Liabilities	$1
Net Assets	$532,165

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$30,728

Expenses

$35,678

Net Income

-$4,950

Net Assets

$534,719

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,791	51.4%
Sales of Assets	$14,937	48.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,000	81.3%
Compensation of Officers*	$5,372	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$534,720
Total Liabilities	$1
Net Assets	$534,719

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Helen Ella & Flory Trust Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $48.9k (2024)

Expenses $38.5k (2024)

Total Assets $510k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$48.9k (2024)

Expenses

$38.5k (2024)

Total Assets

$510k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2020

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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2009

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