Nonprofit · EIN 47-6232760
HUGO A AND THELMA ASPEGREN CHARITABLE TR
Tax-exempt · LINCOLN, NE 68501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $207,732 | $367,415 | -$159,683 | $2,828,815 | $0 | $2,828,815 |
| December 31, 2024 | 990-PF | $1,168,884 | $307,011 | $861,873 | $2,988,498 | $0 | $2,988,498 |
| December 31, 2023 | 990-PF | $170,722 | $307,394 | -$136,672 | $2,126,625 | $0 | $2,126,625 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $155,384
- Net gain from sales of assets
- $52,348
Expenses
- Grants and similar amounts paid
- $295,250
- Compensation of officers, directors and key employees
- $39,688
- Disbursements for charitable purposes
- $315,589
- Excise tax on investment income
- $2,589
Balance sheet and other
- Total assets, start of year
- $2,988,498
- Total assets, end of year
- $2,828,815
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,828,815
- Fair market value of assets
- $7,153,453
- Qualifying distributions
- $315,589
- Net investment income
- $207,732
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 |
|---|---|---|---|
| FIRST NEBRASKA TRUST COMPANY PO 81667, LINCOLN, NE 685011667 | TRUSTEE-AS NEEDED | 3 | $39,688 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST NEBRASKA TRUST COMPANY PO 81667, LINCOLN, NE 685011667 | TRUSTEE-AS NEEDED | 3 | $38,612 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST NEBRASKA TRUST COMPANY PO 81667, LINCOLN, NE 685011667 | TRUSTEE-AS NEEDED | 3 | $34,040 |
Address and contacts
- Address (IRS master file)
- FIRST NEBRASKA TRUST CO BOX 81667, LINCOLN, NE 68501-0000
- In care of
- % FIRST NEBRASKA TRUST COMPANY
- Signed the 990-PF
- Jaime Hemmerling, TRUST OFFICER
- Phone
- (402) 477-2200
- Return prepared by
- Labenz & Associates 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
- 47-6232760
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $2,828,815
- Income (IRS master file)
- $687,949
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $207,732 | $367,415 | $2,828,815 | IRS |
| 990-PF | December 2024 | $1,168,884 | $307,011 | $2,988,498 | IRS |
| 990-PF | December 2023 | $170,722 | $307,394 | $2,126,625 | 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 47-6232760).
Questions about HUGO A AND THELMA ASPEGREN CHARITABLE TR
- What is the EIN of HUGO A AND THELMA ASPEGREN CHARITABLE TR?
- The employer identification number (EIN) of HUGO A AND THELMA ASPEGREN CHARITABLE TR is 47-6232760.
- Is HUGO A AND THELMA ASPEGREN CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to HUGO A AND THELMA ASPEGREN CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HUGO A AND THELMA ASPEGREN CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HUGO A AND THELMA ASPEGREN CHARITABLE TR 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 HUGO A AND THELMA ASPEGREN CHARITABLE TR 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 HUGO A AND THELMA ASPEGREN CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $39,688 (FIRST NEBRASKA TRUST COMPANY, TRUSTEE-AS NEEDED).
- How much revenue does HUGO A AND THELMA ASPEGREN CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $207,732, expenses of $367,415 and total assets of $2,828,815 at year end.
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All nonprofits in LINCOLN · Nebraska · Philanthropy, voluntarism and grantmaking foundations