Scott K McDougle Jr Charitable Trust

Private foundation · Grantmaker Richmond, VA EIN: 90-0762955

Scott K McDougle Jr Charitable Trust is a private foundation, based in Richmond, VA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $894K in total assets. In 2025, it awarded 9 grants totaling $28K. Net investment income was $92K.

Key facts about Scott K McDougle Jr Charitable Trust

In short: Scott K McDougle Jr Charitable Trust gave $28K across 9 grants in 2025 (avg $3K), mostly in Virginia. Source: 2025 IRS Form 990-PF.

EIN
90-0762955
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$28,000
Grants made (2025)
9
Average grant
$3,111
Median grant
$3,000
Total assets
$893,890
Primary geography
Virginia (79% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$894K

+4.9% YoY

Annual Giving

$28K

-6.7% YoY

Grant Count

9

+0.0% YoY

Avg Grant Size

$3K

-6.7% YoY

Under IRS private-foundation payout rules, Scott K McDougle Jr Charitable Trust reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.

How Scott K McDougle Jr Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−18%). Method
  • In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

AshlandFredericksburgDoswellMechanicsvilleOklahoma CityRockvilleSt PetersburgMilford

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K10 grants2019 11 grants2020 10 grants2021 10 grants2022 10 grants2023 9 grants2024 9 grants2025

From 2019 to 2025, annual grant giving ranged from $16K (2020) to $34K (2022). In 2025 it made 9 grants totaling $28K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

St Michaels The Archangel High Scho: $4KSt Michaels The Archangel HighScho$4KAmerican Cancer Society: $3KAmerican Cancer Society$3KAmerican Heart Association: $3KAmerican Heart Association$3KAshland Christian Emergency Service: $3KAshland Christian EmergencyService$3KAbingdon Episcopal Church: $3KAbingdon Episcopal Church$3KHanover Christmas Mother: $3KHanover Christmas Mother$3KHanover Humane Society Inc: $3KHanover Humane Society Inc$3KMechanicsvill Emergency Churches: $3KMechanicsvill EmergencyChurches$3KNuns Of the Academy of the Sisters: $3KNuns Of the Academy of theSisters$3K

The largest 2025 recipient was St Michaels The Archangel High Scho ($4K). Together the top 9 received $28K.

Grant Size Distribution

48 grants across all recorded years

48<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 48 grants of 48 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Michaels The Archangel High Scho Fredericksburg, VAPrivate School$4,000
American Cancer Society Oklahoma City, OKCancer research$3,000
American Heart Association St Petersburg, FLResearch for heart disease$3,000
Ashland Christian Emergency Service Ashland, VAEmergency services$3,000
Abingdon Episcopal Church White Marsh, VAChurch support$3,000
Hanover Christmas Mother Doswell, VATo help needy families$3,000
Hanover Humane Society Inc Ashland, VAAnimal Welfare$3,000
Mechanicsvill Emergency Churches Mechanicsville, VAChurch support$3,000
Nuns Of the Academy of the Sisters Rockville, VACatholic Church support$3,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$893,890$852,134$816,217
Revenue$103,582$96,678$42,943
Expenses$61,032$60,081$49,476
Qualifying Distributions$48,546$48,594$40,585
Net Investment Income$92,473$85,191$34,052
Distributable Amount$49,453$46,137$41,438

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 23, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS July 8, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Scott K McDougle Jr Charitable Trust is led by Charles W Bruggeman, Trustee on every filing since 2019 — the only officer listed, and compensated.

Officers on the 2025 filing

  • Charles W Bruggeman

    Trustee

    On filings since 2019

    5 hrs/week

    $10K (2019) → $14K (2025)

Data from IRS Form 990 filings, 2019–2025. "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

Charles W Bruggeman — Trustee: $14KCharles W BruggemanTrustee$14K

The highest reported compensation on the 2025 filing was $14K, to Charles W Bruggeman (Trustee).

Frequently asked questions about Scott K McDougle Jr Charitable Trust

How much does Scott K McDougle Jr Charitable Trust give each year?

Scott K McDougle Jr Charitable Trust gave $28K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 9 grants.

What is Scott K McDougle Jr Charitable Trust's typical grant size?

Scott K McDougle Jr Charitable Trust's median grant in 2025 was $3,000, and its average grant was $3,111, across 9 grants on its 2025 IRS Form 990-PF.

Where does Scott K McDougle Jr Charitable Trust give grants?

Scott K McDougle Jr Charitable Trust gives mostly in Virginia: 79% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Oklahoma (11%) and Florida (11%). The most frequent recipient cities were Ashland, VA (2 grants).

Does Scott K McDougle Jr Charitable Trust give general operating support?

Not in 2025: none of the 9 grants with a stated purpose on Scott K McDougle Jr Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.

Who are Scott K McDougle Jr Charitable Trust's largest grantees?

Scott K McDougle Jr Charitable Trust's largest 2025 grantees include St Michaels The Archangel High Scho ($4,000), American Cancer Society ($3,000) and American Heart Association ($3,000), according to its 2025 IRS Form 990-PF. Together they received 36% of its itemized 2025 grant dollars.

How large is Scott K McDougle Jr Charitable Trust?

Scott K McDougle Jr Charitable Trust reported $894K in total assets on its 2025 IRS Form 990-PF. It paid out $49K in qualifying distributions that year, against a required minimum of $49K (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 is Scott K McDougle Jr Charitable Trust's EIN?

Scott K McDougle Jr Charitable Trust's EIN (Employer Identification Number) is 90-0762955. IRS Form 990 filing data is available on this page for 2019–2025.

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

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