Leola W and Charles H Hugg Trust Xxxxx8007
The Leola W. & Charles H. Hugg Trust is a private foundation based in Chicago, Illinois, established under the will of Leola Wheeless Hugg of Houston, Texas. The trust was created in memory of James N. and Lillian C. Wheeless, Leola's parents. Mrs. Hugg was a devoted and long-time school teacher who was raised and educated in Williamson County, Texas.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.3M
+0.3% YoY
Annual Giving
$417K
-3.7% YoY
Grant Count
151
-5.6% YoY
Avg Grant Size
$3K
+2.0% YoY
Under IRS private-foundation payout rules, Leola W and Charles H Hugg Trust Xxxxx8007 reported a distributable amount of $527K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust was established for the benefit of deserving Williamson County, Texas students. According to the terms of the trust, scholarship awards are made to deserving Williamson County students pursuant to the policies and procedures of the trustees.
The foundation's grant-making focuses on Education, Philanthropy, Voluntarism & Grantmaking, and Professional Societies & Associations, with primary funding activity in Texas, Oklahoma, and New York.
Grantmaking
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Geographic Focus
Where this funder awards grants
The trust primarily funds in Texas, Oklahoma, and New York. The scholarship program specifically targets Williamson County, Texas students.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | Amount |
|---|---|
| Total Assets | $8,331,915 |
| Total Annual Giving | $417,175 |
(Financial data sourced from most recent IRS Form 990 filing, updated March 24, 2026)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,331,915 | $8,310,565 | $8,185,055 |
| Revenue | $630,138 | $716,148 | $546,220 |
| Expenses | $571,959 | $596,751 | $642,860 |
| Qualifying Distributions | $489,810 | $499,442 | $526,581 |
| Net Investment Income | $553,129 | $591,685 | $527,116 |
| Distributable Amount | $527,480 | $478,136 | $508,116 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cindy Foka ($3,950), Hailey Young ($3,950), Havalah Simon ($3,950).
| Recipient | Purpose | Amount |
|---|---|---|
| KEILAH ARMSTRONG NACOGDOCHES, TX | SCHOLARSHIP | $1,900 |
| LAJUANA HILTON COLLEGE STATION, TX | SCHOLARSHIP | $3,450 |
| LAUREN ROBERTS COLLEGE STATION, TX | SCHOLARSHIP | $1,200 |
| ERIN GUERRERO Fort Worth, TX | SCHOLARSHIP | $3,450 |
| RILEY FUTRELL Seguin, TX | SCHOLARSHIP | $1,900 |
| MADELINE BAKER San Antonio, TX | SCHOLARSHIP | $3,450 |
| SLOANE DIAMOND Athens, GA | SCHOLARSHIP | $1,725 |
| LAKEN COLLEY FAYETTEVILLE, AR | SCHOLARSHIP | $3,450 |
| MADELINE YEAGER NORMAN, OK | SCHOLARSHIP | $3,450 |
| SHAE WHITNEY GEORGETOWN, TX | SCHOLARSHIP | $3,450 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Contact Information
Mailing Address: The Leola W. and Charles H. Hugg Trust c/o Southwestern University SU Box 745 1001 E University Ave Georgetown, TX 78626
Email: huggtrust@southwestern.edu
Frequently Asked Questions
What does Leola W and Charles H Hugg Trust Xxxxx8007 fund?
The trust was established for the benefit of deserving Williamson County, Texas students. According to the terms of the trust, scholarship awards are made to deserving Williamson County students pursuant to the policies and procedures of the trustees. The foundation's grant-making focuses on Education, Philanthropy, Voluntarism & Grantmaking, and Professional Societies & Associations, with primary funding activity in Texas, Oklahoma, and New York.
How do I apply for a grant from Leola W and Charles H Hugg Trust Xxxxx8007?
**Grant Amounts:** Typical awards range from $500 to $5,225. **Total Annual Giving:** $417,175 (based on most recent IRS 990 filing from 2024) **Scholarship Eligibility:** The Hugg Trust Scholarship is available to students who meet all three criteria: • Attended the last two years of high school at a Williamson County, Texas school • Resided in Williamson County, Texas during their last two years of high school • Are in the top 25% of their class
Where does Leola W and Charles H Hugg Trust Xxxxx8007 make grants?
The trust primarily funds in Texas, Oklahoma, and New York. The scholarship program specifically targets Williamson County, Texas students.
What size grants does Leola W and Charles H Hugg Trust Xxxxx8007 award?
In 2024, Leola W and Charles H Hugg Trust Xxxxx8007 awarded 151 grants totaling $417K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Leola W and Charles H Hugg Trust Xxxxx8007 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Leola W and Charles H Hugg Trust Xxxxx8007 reported a distributable amount of $527K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Leola W and Charles H Hugg Trust Xxxxx8007's EIN?
Leola W and Charles H Hugg Trust Xxxxx8007's EIN (Employer Identification Number) is 74-1907673. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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