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
Under IRS private-foundation payout rules, Hugo a and Thelma Aspegren Charitable Trust reported a distributable amount of $315K for 2024 — the minimum it must pay out in qualifying distributions.
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
Ready to take the next step with Hugo a and Thelma Aspegren Charitable Trust?
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
Among its reported 2024 grants, the largest include The Nature Conservancy ($112,750), Arbor Day Foundation ($75,000), St Paul United Methodist Church ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CONSERVATION NEBRASKA Lincoln, NE | PROVIDE EDUCATIONAL AND CHARITABLE SERVICES. | $25,000 |
| LINCOLN CHILDRENS MUSEUM Lincoln, NE | PROVIDE EDUCATIONAL AND CHARITABLE SERVICES. | $4,000 |
| ARBOR DAY FOUNDATION Lincoln, NE | PROVIDE EDUCATIONAL AND CHARITABLE SERVICES. | $75,000 |
| THE NATURE CONSERVANCY Arlington, VA | PROVIDE EDUCATIONAL AND CHARITABLE SERVICES. | $112,750 |
| THE SOLIDAGO CONSERVANCY Lincoln, NE | PROVIDE EDUCATIONAL AND CHARITABLE SERVICES. | $10,000 |
| ST PAUL UNITED METHODIST CHURCH Omaha, NE | PROVIDE EDUCATIONAL AND CHARITABLE SERVICES. | $30,000 |
| THE FOUNDATION FOR LINCOLN PUBLIC SCHOOLS Lincoln, NE | PROVIDE EDUCATIONAL AND CHARITABLE SERVICES. | $8,250 |
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
Frequently Asked Questions
What is 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. It holds $3.0M in total assets as of 2024.
How large is Hugo a and Thelma Aspegren Charitable Trust?
As of 2024, Hugo a and Thelma Aspegren Charitable Trust holds $3.0M in total assets with $1.2M in annual revenue. It awarded 7 grants totaling $265K in 2024.
Where does Hugo a and Thelma Aspegren Charitable Trust operate?
Hugo a and Thelma Aspegren Charitable Trust has awarded grants in Nebraska, South Carolina, Tennessee, Virginia.
What size grants does Hugo a and Thelma Aspegren Charitable Trust award?
In 2024, Hugo a and Thelma Aspegren Charitable Trust awarded 7 grants totaling $265K — an average of about $38K per grant, based on its IRS Form 990 filings.
How much is Hugo a and Thelma Aspegren Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Hugo a and Thelma Aspegren Charitable Trust reported a distributable amount of $315K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Hugo a and Thelma Aspegren Charitable Trust's EIN?
Hugo a and Thelma Aspegren Charitable Trust's EIN (Employer Identification Number) is 47-6232760. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Hugo a and Thelma Aspegren Charitable Trust's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Bryan Hospital Kearney
KEARNEY, NE
Assets
$384.9M
Grants
2
Total Given
$11K
Johnson Student Scholarship & Loan
ORD, NE
Assets
—
Grants
0
Total Given
—
Saint Elizabeth Regional Medical Center
LINCOLN, NE
Assets
$483.9M
Grants
6
Total Given
$546K
The Charles and Mary Heider
OMAHA, NE
Assets
—
Grants
151
Total Given
$30.8M
Phillip and Terri Schrager Foundation
OMAHA, NE
Assets
$740K
Grants
32
Total Given
$1.2M
Fraternal Ord of Eagles Aerie 592
HASTINGS, NE
Assets
$134K
Grants
1
Total Given
$8K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Hugo a and Thelma Aspegren Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Hugo a and Thelma Aspegren Charitable Trust to a real strategy.