Helen Davis Scholarship Fund Mt Tech

SAINT LOUIS, MO EIN: 81-6057116

Helen Davis Scholarship Fund Mt Tech is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grants totaling $86K. Net investment income was $134K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

+2.6% YoY

Annual Giving

$86K

+6.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$86K

+6.9% YoY

Under IRS private-foundation payout rules, Helen Davis Scholarship Fund Mt Tech reported a distributable amount of $100K for 2025 — the minimum it must pay out in qualifying distributions.

About Helen Davis Scholarship Fund Mt Tech

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $422K (100%)

States

Montana

Cities

Butte

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,433,566	$1,397,264	$1,272,050
Revenue	$161,916	$241,207	$137,711
Expenses	$125,575	$115,851	$122,508
Qualifying Distributions	$93,644	$88,449	$98,290
Net Investment Income	$134,405	$216,049	$114,250
Distributable Amount	$100,360	$93,577	$87,645

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Montana Technological University ($85,500).

Recipient	Purpose	Amount
MONTANA TECHNOLOGICAL UNIVERSITY BUTTE, MT	SCHOLARSHIPS	$85,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$27,214

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Helen Davis Scholarship Fund Mt Tech?

Helen Davis Scholarship Fund Mt Tech is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $1.4M in total assets as of 2025.

How large is Helen Davis Scholarship Fund Mt Tech?

As of 2025, Helen Davis Scholarship Fund Mt Tech holds $1.4M in total assets with $162K in annual revenue. It awarded 1 grants totaling $86K in 2025.

Where does Helen Davis Scholarship Fund Mt Tech operate?

Helen Davis Scholarship Fund Mt Tech has awarded grants in Montana.

What size grants does Helen Davis Scholarship Fund Mt Tech award?

In 2025, Helen Davis Scholarship Fund Mt Tech awarded 1 grants totaling $86K — an average of about $86K per grant, based on its IRS Form 990 filings.

How much is Helen Davis Scholarship Fund Mt Tech required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Helen Davis Scholarship Fund Mt Tech reported a distributable amount of $100K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen Davis Scholarship Fund Mt Tech's EIN?

Helen Davis Scholarship Fund Mt Tech's EIN (Employer Identification Number) is 81-6057116. IRS Form 990 filing data is available on this page for 2020–2025.