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Also known as: % WELLS FARGO BANK NA
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Lucille And John B Dougherty Trust is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 2008. The principal officer is Wells Fargo Bank N A. It holds total assets of $4.1M. Annual income is reported at $1.8M. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2015 to 2023. Grantmaking is concentrated in Texas. According to available records, Lucille And John B Dougherty Trust has made 70 grants totaling $924K, with a median grant of $8K. Annual giving has grown from $209K in 2020 to $498K in 2022. Individual grants have ranged from $3K to $75K, with an average award of $13K. The foundation has supported 29 unique organizations. Grant recipients are concentrated in Texas. Contributions to this foundation are tax-deductible.
Smallest Grant
$4K
Median Grant
$10K
Average Grant
$14K
Largest Grant
$35K
Based on 16 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Lucille And John B Dougherty Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 70 grants. Its grantmaking reaches organizations primarily in TX.
Lucille And John B Dougherty Trust has distributed a total of $924K across 70 grants. The median grant size is $8K, with an average of $13K. Individual grants have ranged from $3K to $75K.
The application deadline is JULY 31. As provided for in the will, the following are to receive at least 10 percent of the annual net income: first united methodist church, bryan, tx; methodist retirement services, inc, the woodlands, tx; brazos valley rehabilitation center, bryan, tx; college of science, texas a&m university, college station, tx. The remaining contributions are restricted to charitable organizations in the brazos county, tx area.
Lucille And John B Dougherty Trust is headquartered in SAINT LOUIS, MO.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank Na | TRUSTEE | $62K | $0 | $62K |
Total Giving
$307K
Total Assets
$4.1M
Fair Market Value
$5.1M
Net Worth
$4.1M
Grants Paid
$229K
Contributions
N/A
Net Investment Income
$161K
Distribution Amount
$239K
Total: $2.6M
Total Grants
70
Total Giving
$924K
Average Grant
$13K
Median Grant
$8K
Unique Recipients
29
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| First United Methodist ChurchFOR RELIGIOUS PURPOSES | Bryan, TX | $75K | 2022 |
| St Joseph FoundationFOR CHARITABLE PURPOSES | Bryan, TX | $30K | 2022 |
| Salvation ArmyFOR CHARITABLE PURPOSES | Bryan, TX | $8K | 2022 |
| Hospice Of Brazos ValleyFOR CHARITABLE PURPOSES | Bryan, TX | $30K | 2022 |
| Methodist Retirement CommunitiesFOR CHARITABLE PURPOSES | The Woodlands, TX | $25K | 2022 |
| Brazos Valley Rehabilitation CenterFOR CHARITABLE PURPOSES | Bryan, TX | $15K | 2022 |
| Bryan Isd Education FoundationFOR EDUCATIONAL PURPOSES | Bryan, TX | $10K | 2022 |
| Brazos Valley Food BankFOR CHARITABLE PURPOSES | Bryan, TX | $8K | 2022 |
| Health For AllFOR CHARITABLE PURPOSES | Bryan, TX | $8K | 2022 |
| A Home Base For Transitioning FosteFOR CHARITABLE PURPOSES | Bryan, TX | $5K | 2022 |
| Brazos Interfaith ImmigrationFOR CHARITABLE PURPOSES | Bryan, TX | $5K | 2022 |
| Brazos Maternal Child HealthFOR CHARITABLE PURPOSES | Bryan, TX | $5K | 2022 |
| Voices For ChildrenFOR CHARITABLE PURPOSES | Bryan, TX | $5K | 2022 |
| Reach ProjectFOR CHARITABLE PURPOSES | College Station, TX | $5K | 2022 |
| Scotty'S HouseFOR CHARITABLE PURPOSES | Bryan, TX | $4K | 2022 |
| United Way Of The Brazos ValleyFOR CHARITABLE PURPOSES | Bryan, TX | $4K | 2022 |
| Twin City MissionFOR CHARITABLE PURPOSES | Bryan, TX | $3K | 2022 |
| Children'S Museum Of The Brazos ValFOR EDUCATIONAL PURPOSES | Bryan, TX | $3K | 2022 |
| Basin Dream Center For OrphansFOR CHARITABLE PURPOSES | Midland, TX | $3K | 2022 |
| Methodist Retirement Communities Fbo Crestview Retirement Building FundFOR CHARITABLE PURPOSES | The Woodlands, TX | $20K | 2021 |
| A Home Base For Transitioning Foster YouthFOR CHARITABLE PURPOSES | Bryan, TX | $10K | 2021 |
| Texas Ramp ProjectFOR CHARITABLE PURPOSES | College Station, TX | $10K | 2021 |
| Patriot Paws Service DogsFOR CHARITABLE PURPOSES | College Station, TX | $9K | 2021 |
| United Service OrganizationsFOR CHARITABLE PURPOSES | Houston, TX | $5K | 2021 |