Helen Davis Scholar 2 Carroll College
Helen Davis Scholar 2 Carroll College is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 1 grant totaling $93K. Net investment income was $140K.
Helen Davis Scholar 2 Carroll College at a glance
In short: Helen Davis Scholar 2 Carroll College gave $93K across 1 grant in 2025 (avg $93K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $93,000
- +9.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $93,000
- +9.4% vs 2024
- Median grant
- $93,000
- Total assets
- $1,516,445
- +2.5% vs 2024
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Helen Davis Scholar 2 Carroll College funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Carroll College ($93K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Helen Davis Scholar 2 Carroll College gives
- Giving grew 22% from 2022 to 2025. Method
- In 2025 it paid out 96% 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
From 2020 to 2025, annual grant giving ranged from $70K (2020) to $97K (2023). In 2025 it made 1 grant totaling $93K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Carroll College Helena, MT | Scholarships | $93,000 |
Ready to take the next step with Helen Davis Scholar 2 Carroll College?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,516,445 | $168,793 | $131,752 | $93,000 | 1 | $101,401 | $140,232 | $105,850 |
| 2024 | $1,479,313 | $180,072 | $124,359 | $85,000 | 1 | $93,791 | $153,767 | $99,902 |
| 2023 | $1,423,726 | $203,811 | $130,473 | $97,000 | 1 | $105,714 | $178,903 | $92,338 |
| 2022 | $1,350,374 | $77,281 | $113,812 | $76,000 | 1 | $85,202 | $51,118 | $105,492 |
| 2021 | $1,383,747 | $110,778 | $103,954 | $70,000 | 1 | — | $85,531 | $102,587 |
| 2020 | $1,379,852 | $55,567 | $101,128 | $70,000 | 1 | — | $31,488 | $83,675 |
Under IRS private-foundation payout rules, Helen Davis Scholar 2 Carroll College reported a distributable amount of $106K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen Davis Scholar 2 Carroll College's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$31K (2021) → $28K (2025)
Former officers (1)
- Former: IRS Fiduciary TAX Services (2020) — See Stmt.
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $28K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Helen Davis Scholar 2 Carroll College
How much does Helen Davis Scholar 2 Carroll College give each year?
Helen Davis Scholar 2 Carroll College gave $93K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $85K across 1 grant.
How large is Helen Davis Scholar 2 Carroll College?
Helen Davis Scholar 2 Carroll College reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $101K in qualifying distributions that year, against a required minimum of $106K (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.
Where does Helen Davis Scholar 2 Carroll College operate?
Helen Davis Scholar 2 Carroll College has awarded grants in Montana.
What is Helen Davis Scholar 2 Carroll College's EIN?
Helen Davis Scholar 2 Carroll College's EIN (Employer Identification Number) is 81-6057117. 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
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Helen Davis Scholar 2 Carroll College's focus areas in our free grants database
Similar Funders
Funders with grantees in common
M J Murdock Charitable Trust
Vancouver, WA
The M.J. Murdock Charitable Trust funds nonprofit capacity-building and projects in arts and culture, civic and community services, education, health and environmental stewardship, and scientific research across Alaska, Idaho, Montana, Oregon, and Washington. Its 2024 median grant was $87,000, with awards ranging from $4,000 to about $1.55 million. Eligible organizations can submit a Letter of Inquiry; full applications are by invitation.
Assets
$2.0B
Grants
797
Total Given
$116.6M
The Fortin Foundation of Florida Inc
Palm Beach, FL
The Fortin Foundation of Florida supports a broad range of charitable work, including animal rescue, youth services, health care, food assistance, education, and the arts, primarily in Florida and Montana. In 2024, grants ranged from $2,500 to $165,000, with a median of $15,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$32.3M
Grants
62
Total Given
$1.8M
The Martin Family Foundation
Casper, WY
The Martin Family Foundation funds Christian-aligned work in faith-based education, support for people who are poor or at risk, the sanctity of human life, and evangelization and discipleship, with a preference for project support. It prioritizes Colorado, Wyoming, and Montana—especially Denver, Casper, and Billings—and its 2024 grants ranged from $2,500 to $515,000, with a median of $25,000. The foundation says it funds only preselected organizations and does not accept unsolicited requests.
Assets
$35.9M
Grants
51
Total Given
$2.4M
Treacy Foundation
Helena, MT
The Treacy Foundation supports nonprofits, primarily for capital campaigns, capital improvements, and maintenance, and provides college scholarships to eligible Montana and Idaho students. Its 2025 grants ranged from $1,500 to $102,500, with a median of $15,000; it is based in Helena, Montana, and supports organizations in its community. Applicants may submit a one-page letter of intent, after which the foundation decides whether to invite a full application.
Assets
$43.7M
Grants
103
Total Given
$2.4M
Edna Louise Mason Tr
Chicago, IL
Assets
$156K
Grants
2
Total Given
$7K
Audrey Wilber-Ewing Registered Nursing
Great Falls, MT
Assets
$897K
Grants
7
Total Given
$60K
More similar funders
More Funders in Missouri
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Helen Davis Scholar 2 Carroll College'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.
Helen Davis Scholar 2 Carroll College down — hundreds of funders to go?