Lucille and John B Dougherty Trust

SAINT LOUIS, MO EIN: 26-1444071

Lucille and John B Dougherty Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 20 grants totaling $207K. Net investment income was $158K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.1M

-2.0% YoY

Annual Giving

$207K

-9.6% YoY

Grant Count

20

+53.8% YoY

Avg Grant Size

$10K

-41.3% YoY

Under IRS private-foundation payout rules, Lucille and John B Dougherty Trust reported a distributable amount of $256K for 2024 — the minimum it must pay out in qualifying distributions.

About Lucille and John B Dougherty Trust

Based on IRS filings

Lucille and John B Dougherty Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 20 grants totaling $207K. Net investment income was $158K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AlexandriaBlackwellBryanCollege StaCollege StationConcordHoustonMidlandRichardsonSan AntonioThe Woodlands

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$105K$209K$314K$418K20202021202220232024
Metric202420232022
Total Assets$4,054,423$4,135,191$4,224,865
Revenue$209,731$216,973$59,927
Expenses$289,838$307,109$327,881
Qualifying Distributions$237,057$257,489$276,627
Net Investment Income$157,908$161,176$116,446
Distributable Amount$255,904$239,447$250,468

Giving Over Time

Total grant dollars and number of grants per year

$0$62K$125K$187K$249K16 grants202016 grants202119 grants202213 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FIRST UNITED METHODIST C…$65KHOSPICE BRAZOS VALLEY INC$25KMETHODIST RETIREMENT COM…$23KBRAZOS VALLEY REHABILITA…$12KTHE SALVATION ARMY$10KST JOSEPH REGIONAL HEALT…$10KBRYAN ISD EDUCATION FOUN…$8KTEXAS RAMP PROJECT$5KBRAZOS INTERFAITH IMMIGR…$5KTHE ELIZABETH HOUSE MATE…$5K

Grant Size Distribution

84 grants across all recorded years

81<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Lucille and John B Dougherty Trust

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First United Methodist Church of Bryan ($65,000), Hospice Brazos Valley Inc ($25,000), Methodist Retirement Communities ($22,500).

RecipientPurposeAmount
THE SALVATION ARMY ALEXANDRIA, VAGENERAL OPERATING$10,000
TEXAS RAMP PROJECT RICHARDSON, TXGENERAL OPERATING$5,000
BRAZOS INTERFAITH IMMIGRATION NETWORK BRYAN, TXGENERAL OPERATING$5,000
THE ELIZABETH HOUSE MATERNITY HOME COLLEGE STATION, TXGENERAL OPERATING$5,000
FIRST UNITED METHODIST CHURCH OF BRYAN BLACKWELL, OKGENERAL OPERATING$65,000
ST JOSEPH REGIONAL HEALTH CENTER BRYAN, TXGENERAL OPERATING$10,000
BRAZOS VALLEY REHABILITATION CENTER BRYAN, TXGENERAL OPERATING$12,000
METHODIST RETIREMENT COMMUNITIES BRYAN, TXGENERAL OPERATING$22,500
TWIN CITY MISSION BRYAN, TXGENERAL OPERATING$2,500
UNITED WAY OF THE BRAZOS VALLEY INC BRYAN, TXGENERAL OPERATING$3,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

WELLS FARGO BANK N ATRUSTEE$63K

From 2024 filing

NameTitleHoursCompensation
WELLS FARGO BANK N ATRUSTEE1$63,170

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Lucille and John B Dougherty Trust?

Lucille and John B Dougherty Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $4.1M in total assets as of 2024.

How large is Lucille and John B Dougherty Trust?

As of 2024, Lucille and John B Dougherty Trust holds $4.1M in total assets with $210K in annual revenue. It awarded 20 grants totaling $207K in 2024.

Where does Lucille and John B Dougherty Trust operate?

Lucille and John B Dougherty Trust has awarded grants in New Hampshire, Oklahoma, Texas, Virginia.

What size grants does Lucille and John B Dougherty Trust award?

In 2024, Lucille and John B Dougherty Trust awarded 20 grants totaling $207K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Lucille and John B Dougherty Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lucille and John B Dougherty Trust reported a distributable amount of $256K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lucille and John B Dougherty Trust's EIN?

Lucille and John B Dougherty Trust's EIN (Employer Identification Number) is 26-1444071. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Lucille and John B Dougherty Trust's focus areas in our free grants database

Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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