Hugo a and Thelma Aspegren Charitable Trust
Hugo a and Thelma Aspegren Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LINCOLN, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 7 grants totaling $265K. Net investment income was $1.1M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
+40.5% YoY
Annual Giving
$265K
-2.1% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$38K
+11.8% YoY
About Hugo a and Thelma Aspegren Charitable Trust
Based on IRS filings
Hugo a and Thelma Aspegren Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LINCOLN, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 7 grants totaling $265K. Net investment income was $1.1M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,988,498 | $2,126,625 | $2,263,297 |
| Revenue | $1,168,884 | $170,722 | $228,741 |
| Expenses | $307,011 | $307,394 | $306,454 |
| Qualifying Distributions | $284,771 | $288,255 | $280,233 |
| Net Investment Income | $1,147,923 | $152,426 | $210,320 |
| Distributable Amount | $315,399 | $285,391 | $284,527 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIRST NEBRASKA TRUST COMPANY | TRUSTEE-AS NEEDED | 3 | $38,612 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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