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. 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
84 grants across all recorded years
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).
| Recipient | Purpose | Amount |
|---|---|---|
| THE SALVATION ARMY ALEXANDRIA, VA | GENERAL OPERATING | $10,000 |
| TEXAS RAMP PROJECT RICHARDSON, TX | GENERAL OPERATING | $5,000 |
| BRAZOS INTERFAITH IMMIGRATION NETWORK BRYAN, TX | GENERAL OPERATING | $5,000 |
| THE ELIZABETH HOUSE MATERNITY HOME COLLEGE STATION, TX | GENERAL OPERATING | $5,000 |
| FIRST UNITED METHODIST CHURCH OF BRYAN BLACKWELL, OK | GENERAL OPERATING | $65,000 |
| ST JOSEPH REGIONAL HEALTH CENTER BRYAN, TX | GENERAL OPERATING | $10,000 |
| BRAZOS VALLEY REHABILITATION CENTER BRYAN, TX | GENERAL OPERATING | $12,000 |
| METHODIST RETIREMENT COMMUNITIES BRYAN, TX | GENERAL OPERATING | $22,500 |
| TWIN CITY MISSION BRYAN, TX | GENERAL OPERATING | $2,500 |
| UNITED WAY OF THE BRAZOS VALLEY INC BRYAN, TX | GENERAL OPERATING | $3,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | 1 | $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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.