HC Davis Fund

Private foundation · Grantmaker San Antonio, TX EIN: 74-6050406

HC Davis Fund is a private foundation, based in San Antonio, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $544K in total assets. Net investment income was $12K.

HC Davis Fund at a glance

Total assets
$544,000
+0.4% vs 2024
Revenue (2025)
$12,198
-12.6% vs 2024
Net investment income (2025)
$12,198
-12.6% vs 2024
Expenses (2025)
$10,158
+456.3% vs 2024
Latest 990 filing
Form 990-PF, 2025 View filing

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

Who HC Davis Fund funds

How this funder distributes its grants

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 3 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

San Antonio

How HC Davis Fund gives

  • Giving grew 196% from 2020 to 2023. Method
  • In 2023 it paid out 31% 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K1 grant2020 1 grant2021 0 grants2022 2 grants2023 0 grants2024 0 grants2025

From 2020 to 2023, annual grant giving ranged from $3K (2020) to $9K (2023). In 2023 it made 2 grants totaling $9K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Brandon M Curry San Antonio, TXMedical$5,000
1 grant to individuals Recipients not named —$3,867
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$544,000$12,198$10,158———$12,198$30,329
2024$541,960$13,952$1,826———$13,952$30,168
2023$529,834$-2,437$19,637$8,8672$8,867$5,683$29,066
2022$551,908$7,386$11,624———$7,386$12,927
2021$556,146$16,516$28,386$3,3211$3,321$16,516$29,490
2020$568,016$9,483$28,558$3,0001—$9,483$26,316

Under IRS private-foundation payout rules, HC Davis Fund reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

HC Davis Fund's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Joseph J. Helminiak

    Officer

    On filings since 2023

    No compensation reported

  • Alexander E. Blue

    Officer

    On filings since 2024

    No compensation reported

  • Anthony Mata

    Officer

    On filings since 2024

    No compensation reported

  • Mike Golahon

    Officer

    On filings since 2024

    No compensation reported

  • Stewart D. Shaw

    Officer

    On filings since 2024

    No compensation reported

Former officers (18)
  • Former: James C. Williams IV (2023) — Officer
  • Former: Mats-Ove Jaerpenfjord (2023) — Officer
  • Former: Oscar Reyes (2023) — Officer
  • Former: Tom Veltri (2023) — Officer
  • Former: Jaime Garza (2021–2022) — Officer
  • Former: Anthony Kimball (2022) — Officer
  • Former: Harrisonbuxton (2022) — Officer
  • Former: Nick Rramos (2022) — Officer
  • Former: Trey Geheart (2022) — Officer
  • Former: Anthony Trujillo (2021) — Officer
  • Former: Curtis Ogburn (2021) — Officer
  • Former: Gordon Scheible (2021) — Officer
  • Former: Jason Triggs (2021) — Officer
  • Former: Charles A. Kee (2020) — Officer
  • Former: Jason West (2020) — Officer
  • Former: Make Lafferty (2020) — Officer
  • Former: Robert Park (2020) — Officer
  • Former: Ron Havens (2020) — Officer

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.

Frequently asked questions about HC Davis Fund

How large is HC Davis Fund?

HC Davis Fund reported $544K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $12K.

Where does HC Davis Fund operate?

HC Davis Fund has awarded grants in Texas.

How much is HC Davis Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, HC Davis Fund reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is HC Davis Fund's EIN?

HC Davis Fund's EIN (Employer Identification Number) is 74-6050406. IRS Form 990 filing data is available on this page for 2020–2025.

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

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 20, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 31, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from HC Davis Fund'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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