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

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.

Ready to take the next step with Lucille and John B Dougherty Trust?

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

No grants recorded for .

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

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

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