Dugan Charitable Trust
Dugan Charitable Trust is a private foundation based in Chattanooga, Tennessee. Its 2025 filing reports grants to 19 charitable organizations, including organizations in Tennessee and other states.
Dugan Charitable Trust at a glance
In short: Dugan Charitable Trust gave $332K across 19 grants in 2025 (avg $17K), top state Tennessee. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $331,855
- +46.3% vs 2024
- Grants made (2025)
- 19
- +0.0% vs 2024
- Average grant
- $17,466
- +46.3% vs 2024
- Median grant
- $9,218
- Total assets
- $6,609,062
- -1.2% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 19, 2025; small sample)
- Primary geography
- Tennessee (44% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Dugan Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 832 Georgia Avenue Suite 210, Chattanooga, TN 37402
Phone: (423) 803-2292
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Dugan Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Ocoee Regional Cancer Foundation ($111K). Together the top 10 received $249K.
Grant Size Distribution
75 grants across all recorded years
The most common grant size was under $50K: 73 grants of 75 (97%).
Geographic Focus
Where this funder awards grants
The 2025 grants went to organizations in multiple states. Tennessee accounted for 44% of grant dollars, followed by the District of Columbia at 11%, Missouri at 8%, and California and Pennsylvania at 6% each.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
States
Cities
Is Dugan Charitable Trust open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 19 grantees (0%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving grew 251% from 2022 to 2025. Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2022–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $94K (2022) to $332K (2025). In 2025 it made 19 grants totaling $332K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ocoee Regional Cancer Foundation Cleveland, TN | To Fulfill the Exempt Purposes of the Charity | $110,618 |
| Cato Institute Washington, DC | To Fulfill the Exempt Purposes of the Charity | $18,437 |
| Lee University Cleveland, TN | To Fulfill the Exempt Purposes of the Charity | $18,437 |
| Loyola Hugh School of Los Angeles Los Angeles, CA | To Fulfill the Exempt Purposes of the Charity | $18,437 |
| Saint Louis University St. Louis, MO | To Fulfill the Exempt Purposes of the Charity | $18,437 |
| Thomas Jefferson University Philadelphia, PA | To Fulfill the Exempt Purposes of the Charity | $18,437 |
| Catholic Education Foundation Louisville, KY | To Fulfill the Exempt Purposes of the Charity | $18,436 |
| Buckner Shoes for Orphan Souls Mesquite, TX | To Fulfill the Exempt Purposes of the Charity | $9,218 |
| Chattanooga Area Food Bank Chattanooga, TN | To Fulfill the Exempt Purposes of the Charity | $9,218 |
| Dominican Sisters of Hawthorne Hawthorne, NY | To Fulfill the Exempt Purposes of the Charity | $9,218 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,609,062 | $193,570 | $378,932 | $331,855 | 19 | $349,955 | $169,424 | $322,538 |
| 2024 | $6,688,117 | $977,234 | $273,519 | $226,839 | 19 | $226,839 | $61,706 | $339,263 |
| 2023 | $5,929,755 | $3,857,075 | $131,537 | $105,284 | 19 | $105,284 | $101,248 | $206,283 |
| 2022 | $1,919,611 | $2,004,471 | $97,813 | $94,445 | 18 | $94,445 | $1,103 | $8,560 |
Under IRS private-foundation payout rules, Dugan Charitable Trust reported a distributable amount of $323K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for universities, charitable service organizations, and policy organizations. For example, Thomas Jefferson University describes its work as education, research, and discovery across fields including health, medicine, business, and engineering. The Chattanooga Area Food Bank says it works to eliminate hunger by feeding, nourishing, and empowering people. The Cato Institute describes its mission as advancing liberty, limited government, free markets, and peace.
Grantmaking
In filing year 2025, the foundation awarded 19 grants totaling $331,855. Grants ranged from $9,218 to $110,618, with a median grant of $9,218.
The largest reported grant was $110,618 to Ocoee Regional Cancer Foundation. Other notable 2025 grants included $18,437 each to Cato Institute, Lee University, Loyola High School of Los Angeles, Saint Louis University, and Thomas Jefferson University, and $18,436 to Catholic Education Foundation. Chattanooga Area Food Bank received $9,218.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Pendleton Square Trust Company as bank trustee.
Dugan Charitable Trust's only listed officer is Pendleton Square Trust Company, Bank Trustee on every filing since 2022 (uncompensated).
Officers on the 2025 filing
Pendleton Square Trust Company
Bank Trustee
On filings since 2022
1 hr/week
$3K (2022) → $0 (2025)
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $41K, to Pendleton Square Trust Company (Bank Trustee).
Frequently asked questions about Dugan Charitable Trust
How much does Dugan Charitable Trust give each year?
Dugan Charitable Trust gave $332K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $227K across 19 grants.
What is Dugan Charitable Trust's typical grant size?
Dugan Charitable Trust's median grant in 2025 was $9,218, and its average grant was $17,466, across 19 grants on its 2025 IRS Form 990-PF.
Where does Dugan Charitable Trust give grants?
Dugan Charitable Trust's top state is Tennessee, with 44% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were District of Columbia (11%) and Missouri (8%). The most frequent recipient cities were Washington, DC (3 grants) and Cleveland, TN (2 grants).
Who are Dugan Charitable Trust's largest grantees?
Dugan Charitable Trust's largest 2025 grantees include Ocoee Regional Cancer Foundation ($110,618), Cato Institute ($18,437) and Lee University ($18,437), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is Dugan Charitable Trust?
Dugan Charitable Trust reported $6.6M in total assets on its 2025 IRS Form 990-PF. It paid out $350K in qualifying distributions that year, against a required minimum of $323K (roughly 5% of its investment assets).
What does Dugan Charitable Trust fund?
No mission statement for the foundation is provided. Its 2025 grants include support for universities, charitable service organizations, and policy organizations. See mission & focus areas ↑
How do I apply for a grant from Dugan Charitable Trust?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Dugan Charitable Trust's EIN?
Dugan Charitable Trust's EIN (Employer Identification Number) is 88-6608324. IRS Form 990 filing data is available on this page for 2022–2025.
Does Dugan Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 8, 2026)
- IRS filings on file for fiscal years 2022–2024
Explore Open Grants
Browse active grant opportunities in Dugan Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Dugan Charitable Trust funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/dugan-charitable-trust-morg_2be0c6a71842468a96393552d0568d40
BibTeX
@misc{grantable_886608324_2026,
author = {{Grantable}},
title = {{Dugan Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/dugan-charitable-trust-morg_2be0c6a71842468a96393552d0568d40},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Dugan Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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