Lucille and John B Dougherty Trust
The Lucille and John B Dougherty Trust is a private foundation based in Saint Louis, Missouri. Its filing states that 10% of annual net income is designated for charities named in the will, with remaining contributions restricted to charitable organizations in the Brazos County, Texas, area.
Lucille and John B Dougherty Trust at a glance
In short: Lucille and John B Dougherty Trust gave $225K across 22 grants in 2025 (avg $10K), mostly in Texas. 23% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $225,000
- +9.0% vs 2024
- Grants made (2025)
- 22
- +10.0% vs 2024
- Average grant
- $10,227
- -0.9% vs 2024
- Median grant
- $5,000
- Total assets
- $4,021,113
- -0.8% vs 2024
- New grantees (estimate)
- 23% first-time grantees (5 of 22, 2025; small sample)
- Primary geography
- Texas (62% 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 Lucille and John B Dougherty Trust
- How to Apply
-
The filing says the trust does not restrict giving to preselected organizations. Organizations are to submit requests using the grant application available through the Wells Fargo Bank Trust Department. The filing states that 10% of annual net income is for charities named in the will and that remaining contributions are restricted to charitable organizations in the Brazos County, Texas, area.
- Review Cycle
- July 31.
- Deadline
- July 31.
- Contact
Application contact: Wells Fargo Bank Trust Department
Mailing address: 100 North Main Street 6Th Floor, Winstonsalem, NC 27101
Phone: (704) 590-2828
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Lucille and John B Dougherty Trust
Who Lucille and John B Dougherty Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was First United Methodist Church of Bryan ($60K). Together the top 10 received $170K.
Grant Size Distribution
90 grants across all recorded years
The most common grant size was under $50K: 86 grants of 90 (96%).
Geographic Focus
Where this funder awards grants
The filing restricts remaining contributions to charitable organizations in the Brazos County, Texas, area. In 2025, grant dollars went to recipients in Texas (62%), Oklahoma (27%), Virginia (7%), Georgia (2%), and Montana (2%).
Grant Distribution by State
Share of 2025 grant dollars across all 22 itemized grants.
Cities
Is Lucille and John B Dougherty Trust open to new grantees?
23%
first-time grantees, 2025
In 2025, 5 of 22 grantees (23%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $5K; repeat grants $12K. How we count
Medians: $5K first-time, $5K repeat.
- 59% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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 2020 to 2025, annual grant giving ranged from $207K (2024) to $249K (2022). In 2025 it made 22 grants totaling $225K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First United Methodist Church of Bryan Blackwell, OK | General Operating | $60,000 |
| Hospice Brazos Valley Inc Bryan, TX | General Operating | $25,000 |
| Methodist Retirement Communities Bryan, TX | General Operating | $20,000 |
| Brazos Valley Rehabilitation Center Bryan, TX | General Operating | $12,000 |
| The Salvation Army Alexandria, VA | General Operating | $10,000 |
| St Joseph Regional Health Center Bryan, TX | General Operating | $10,000 |
| Brazos Valley Food Bank Inc Bryan, TX | General Operating | $10,000 |
| Health for All Clinic Inc Bryan, TX | General Operating | $10,000 |
| North Bryan Community Center Bryan, TX | General Operating | $7,500 |
| United Service Organizations Inc Arlington, VA | General Operating | $5,000 |
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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 | $4,021,113 | $276,363 | $309,142 | $225,000 | 22 | $247,582 | $180,164 | $270,212 |
| 2024 | $4,054,423 | $209,731 | $289,838 | $206,500 | 20 | $237,057 | $157,908 | $255,904 |
| 2023 | $4,135,191 | $216,973 | $307,109 | $228,500 | 13 | $257,489 | $161,176 | $239,447 |
| 2022 | $4,224,865 | $59,927 | $327,881 | $249,000 | 19 | $276,627 | $116,446 | $250,468 |
| 2021 | $4,494,551 | $380,345 | $293,840 | $217,000 | 16 | $239,916 | $326,414 | $274,958 |
| 2020 | $4,400,503 | $238,757 | $283,731 | $208,500 | 16 | — | $185,966 | $241,879 |
Under IRS private-foundation payout rules, Lucille and John B Dougherty Trust reported a distributable amount of $270K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants included organizations working in hospice care, disability services, health care, food access, child advocacy, mentoring, and community support. For example, Hospice Brazos Valley describes its mission as caring for people affected by life-limiting illness, grief, and loss. Health for All describes its work as providing free primary and preventive care to low-income, medically uninsured people in the Brazos Valley.
Grantmaking
In 2025, the trust made 22 grants totaling $225,000. Grants ranged from $3,000 to $60,000, with a median of $5,000. The largest listed grants were $60,000 to First United Methodist Church of Bryan in Blackwell, Oklahoma; $25,000 to Hospice Brazos Valley in Bryan, Texas; $20,000 to an individual recipient in Bryan; and $12,000 to Brazos Valley Rehabilitation Center in Bryan. The listed grants were for general operating support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Wells Fargo Bank N.A. as trustee.
Lucille and John B Dougherty Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2023
1 hr/week
$60K (2023) → $73K (2025)
Former officers (1)
- Former: Wells Fargo Bank NA (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $73K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Lucille and John B Dougherty Trust
How much does Lucille and John B Dougherty Trust give each year?
Lucille and John B Dougherty Trust gave $225K across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $207K across 20 grants.
What is Lucille and John B Dougherty Trust's typical grant size?
Lucille and John B Dougherty Trust's median grant in 2025 was $5,000, and its average grant was $10,227, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Lucille and John B Dougherty Trust that year got $5K on average.
Where does Lucille and John B Dougherty Trust give grants?
Lucille and John B Dougherty Trust gives mostly in Texas: 62% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Oklahoma (27%) and Virginia (7%). The most frequent recipient cities were Bryan, TX (14 grants) and College Sta, TX (2 grants).
Does Lucille and John B Dougherty Trust give general operating support?
Yes: 100% of Lucille and John B Dougherty Trust's 2025 grants with a stated purpose (22 of 22) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lucille and John B Dougherty Trust's largest grantees?
Lucille and John B Dougherty Trust's largest 2025 grantees include First United Methodist Church of Bryan ($60,000), Hospice Brazos Valley Inc ($25,000) and Methodist Retirement Communities ($20,000), according to its 2025 IRS Form 990-PF. Together they received 47% of its itemized 2025 grant dollars.
How large is Lucille and John B Dougherty Trust?
Lucille and John B Dougherty Trust reported $4.0M in total assets on its 2025 IRS Form 990-PF. It paid out $248K in qualifying distributions that year, against a required minimum of $270K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Lucille and John B Dougherty Trust fund?
No mission statement for the trust is provided. Its 2025 grants included organizations working in hospice care, disability services, health care, food access, child advocacy, mentoring, and community support. See mission & focus areas ↑
How do I apply for a grant from Lucille and John B Dougherty Trust?
The filing says the trust does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
Explore Open Grants
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Cite this profile
Grantable. (2026). Lucille and John B Dougherty Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/lucille-and-john-b-dougherty-trust-morg_d8563aa3039b4bb3a4e4fe6f2a6b8339
BibTeX
@misc{grantable_261444071_2026,
author = {{Grantable}},
title = {{Lucille and John B Dougherty Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/lucille-and-john-b-dougherty-trust-morg_d8563aa3039b4bb3a4e4fe6f2a6b8339},
note = {Accessed 2026-10-15. 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 Lucille and John B Dougherty 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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