Lucille and John B Dougherty Trust
EIN 261444071Total Given 2016–2023
$1.5M
121 grants · $192K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$8K
typical small grants · $4K–$18K
grant size
41%
supporter · 24/58 multi-year
repeat
$5.1M
Assets (2023)
58
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
WELLS FARGO BANK TRUST DEPARTMENT
Phone
(979) 776-3267
Deadlines
JULY 31
How to Apply
ORGANIZATIONS ARE TO SUBMIT REQUESTS ON BANK TRUST DEPARTMENT'S GRANT APPLICATION AVAILABLE AT: HTTPS://WWW.WELLSFARGO.COM/PRIVATEFOUNDATIONGRANTS/DOUGHERTY.
Restrictions
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
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $296K | $4.9M | $168K | 26 |
| 2017 | $200K | $5.1M | $152K | 17 |
| 2018 | $135K | $4.7M | $250K | 14 |
| 2019 | N/A | $5.1M | $171K | N/A |
| 2020 | $208K | $5.4M | $239K | 16 |
| 2021 | $217K | $5.7M | $380K | 16 |
| 2022 | $249K | $4.8M | $60K | 19 |
| 2023 | $228K | $5.1M | $217K | 13 |
Grant Size Distribution
Based on 121 grants on record
Minimum
$1K
25th Pctl
$4K
Median
$8K
Average
$13K
75th Pctl
$18K
Maximum
$75K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
Trustee
WN
Wells Fargo Bank Na
7 yrs
Trustee
WN
Wells Fargo Bank Na
7 yrs
Trustee
WN
Wells Fargo Bank Na
7 yrs
Trustee
WN
Wells Fargo Bank Na
7 yrs
Trustee
WN
Wells Fargo Bank Na
7 yrs
Trustee
WN
Wells Fargo Bank Na
7 yrs
Trustee
WN
Wells Fargo Bank Na
7 yrs
Trustee
Grants Awarded (121 total)
| Purpose | ||||
|---|---|---|---|---|
| First United Methodist Church | Bryan, TX | $75,000 | FOR RELIGIOUS PURPOSES | 2022 |
| First United Methodist Church of | Blackwell, OK | $70,000 | GENERAL OPERATING | 2023 |
| First United Methodist Church | Bryan, TX | $45,000 | FOR CHARITABLE PURPOSES | 2016 |
| First United Methodist Church | Bryan, TX | $40,000 | FOR CHARITABLE PURPOSES | 2017 |
| First United Methodist Church | Bryan, TX | $35,000 | FOR CHARITABLE PURPOSES | 2020 |
| First United Methodist Church | Bryan, TX | $35,000 | FOR CHARITABLE PURPOSES | 2021 |
| First United Methodist Church | Bryan, TX | $35,000 | FOR CHARITABLE PURPOSES | 2018 |
| Hospice of Brazos Valley | Bryan, TX | $30,000 | FOR CHARITABLE PURPOSES | 2021 |
| St Joseph Foundation | Bryan, TX | $30,000 | FOR CHARITABLE PURPOSES | 2021 |
| Hospice of Brazos Valley | Bryan, TX | $30,000 | FOR CHARITABLE PURPOSES | 2022 |
| St Joseph Foundation | Bryan, TX | $30,000 | FOR CHARITABLE PURPOSES | 2022 |
| St Joseph Regional Health Center | Bryan, TX | $30,000 | GENERAL OPERATING | 2023 |
| Hospice Brazos Valley Inc | Bryan, TX | $30,000 | GENERAL OPERATING | 2023 |
| Brazos Valley Food Bank | Bryan, TX | $30,000 | FOR CHARITABLE PURPOSES | 2016 |
| Brazos Valley Rehabilitation Center | Bryan, TX | $30,000 | FOR CHARITABLE PURPOSES | 2016 |
| Hospice of Brazos Valley | Bryan, TX | $30,000 | FOR CHARITABLE PURPOSES | 2016 |
| St Joseph Foundation | Bryan, TX | $30,000 | FOR CHARITABLE PURPOSES | 2016 |
| Health for All | Bryan, TX | $25,000 | FOR CHARITABLE PURPOSES | 2020 |
| Hospice of Brazos Valley | Bryan, TX | $25,000 | FOR CHARITABLE PURPOSES | 2020 |
| Methodist Retirement Communities | The Woodlands, TX | $25,000 | FOR CHARITABLE PURPOSES | 2022 |
| Methodist Retirement Communities | Bryan, TX | $25,000 | GENERAL OPERATING | 2023 |
| Habitat for Humanity Bryancollege Station | Bryan, TX | $25,000 | FOR CHARITABLE PURPOSES | 2016 |
| Methodist Retirement Communities Fbo Crestview Retirement Building Fund | The Woodlands, TX | $25,000 | FOR CHARITABLE PURPOSES | 2016 |
| Brazos Valley Food Bank | Bryan, TX | $25,000 | FOR CHARITABLE PURPOSES | 2017 |
| Brazos Valley Rehabilitation Center | Bryan, TX | $25,000 | FOR CHARITABLE PURPOSES | 2017 |