Helen Davis Scholarship Trust Med School
Helen Davis Scholarship Trust Med School is a private foundation based in Saint Louis, Missouri. Its 2025 filing reports grants for scholarships, and its 2024 filing states that awards are restricted to Montana residents attending medical school.
Key facts about Helen Davis Scholarship Trust Med School
In short: Helen Davis Scholarship Trust Med School gave $71K across 15 grants in 2025 (avg $5K), mostly in Washington. Source: 2025 IRS Form 990-PF.
- EIN
- 81-6056734
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $70,500
- Grants made (2025)
- 15
- Average grant
- $4,700
- Median grant
- $5,000
- Total assets
- $1,396,448
- Primary geography
- Washington (86% of itemized 2025 grant dollars)
- How to apply
- The foundation does not restrict giving to preselected organizations. Full details ↓
- Deadline
- July 15 annually, as stated on the 2024 filing.
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
+3.3% YoY
Annual Giving
$71K
-16.8% YoY
Grant Count
15
+15.4% YoY
Avg Grant Size
$5K
-27.9% YoY
Under IRS private-foundation payout rules, Helen Davis Scholarship Trust Med School reported a distributable amount of $96K for 2025 — the minimum it must pay out in qualifying distributions.
How Helen Davis Scholarship Trust Med School gives
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 89% 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.
Grantmaking
In filing year 2025, the foundation gave $70,500 through 15 grants. Grants ranged from $4,250 to $5,000, with a median of $5,000. Listed recipients included the University of Washington School of Medicine (multiple scholarships, including grants of $5,000 and $4,250), Loma Linda University School of Medicine FBO ($5,000), Pacific Northwest University FBO Peyton Lipp ($5,000), and the University of North Dakota FBO Levi Coon ($5,000).
Review Cycle
July 15 annually, as stated on the 2024 filing. The July 15, 2026 deadline has passed.
How to Apply
The foundation does not restrict giving to preselected organizations. The 2024 filing says to contact Wells Fargo Private Client Services; the form is available upon request. Awards are restricted to Montana residents attending medical school.
Ready to take the next step with Helen Davis Scholarship Trust Med School?
Geographic Focus
Where this funder awards grants
The 2024 filing restricts awards to Montana residents attending medical school. In 2025, 86% of grant dollars went to recipients in Washington, 7% to California, and 7% to North Dakota.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $65K (2021) to $85K (2024). In 2025 it made 15 grants totaling $71K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Univ of Washington School of Medicine ($56K across 12 grants). Together the top 2 received $61K.
Organizations only. It also paid 2 individual scholarships ($10,000), which are not listed by name.
Grant Size Distribution
74 grants across all recorded years
The most common grant size was under $50K: 74 grants of 74 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Univ of Washington School of Medicine Seattle, WA | Scholarship | $5,000 |
| Loma Linda Univ School of Medicine FBO Loma Linda, CA | Scholarship | $5,000 |
| Univ of Washington School of Medicine Seattle, WA | Scholarship | $5,000 |
| Univ of Washington School of Medicine Seattle, WA | Scholarship | $5,000 |
| Univ of Washington School of Medicine Seattle, WA | Scholarship | $5,000 |
| 2 individual scholarships Recipients not named | — | $10,000 |
| Univ of Washington School of Medicine Seattle, WA | Scholarship | $5,000 |
| Univ of Washington School of Medicine Seattle, WA | Scholarship | $5,000 |
| Univ of Washington School of Medicine Seattle, WA | Scholarship | $4,250 |
| Univ of Washington School of Medicine Seattle, WA | Scholarship | $4,250 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,396,448 | $160,415 | $115,283 | $70,500 (15) |
| 2024 | $1,351,370 | $203,021 | $126,901 | $84,750 (13) |
| 2023 | $1,275,252 | $125,906 | $118,740 | $82,000 (15) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,396,448 | $1,351,370 | $1,275,252 |
| Revenue | $160,415 | $203,021 | $125,906 |
| Expenses | $115,283 | $126,901 | $118,740 |
| Qualifying Distributions | $85,218 | $100,551 | $95,788 |
| Net Investment Income | $133,897 | $178,658 | $102,091 |
| Distributable Amount | $95,993 | $90,697 | $91,760 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
Wells Fargo Bank N.A. is listed as trustee on the 2025 filing.
Helen Davis Scholarship Trust Med School'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
$29K (2021) → $26K (2025)
Former officers (1)
- Former: IFS 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 $26K, to Wells Fargo Bank N a (Trustee).
Contact
Application contact: Wells Fargo Private Client Services
Mailing address: PO Box 597, Helena, MT 59624
Phone: (888) 730-4933
Frequently asked questions about Helen Davis Scholarship Trust Med School
How much does Helen Davis Scholarship Trust Med School give each year?
Helen Davis Scholarship Trust Med School gave $71K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $85K across 13 grants.
What is Helen Davis Scholarship Trust Med School's typical grant size?
Helen Davis Scholarship Trust Med School's median grant in 2025 was $5,000, and its average grant was $4,700, across 15 grants on its 2025 IRS Form 990-PF.
Where does Helen Davis Scholarship Trust Med School give grants?
Helen Davis Scholarship Trust Med School gives mostly in Washington: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (7%) and North Dakota (7%). The most frequent recipient cities were Seattle, WA (12 grants).
Does Helen Davis Scholarship Trust Med School give general operating support?
Not in 2025: none of the 15 grants with a stated purpose on Helen Davis Scholarship Trust Med School's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (15 grants).
How large is Helen Davis Scholarship Trust Med School?
Helen Davis Scholarship Trust Med School reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $85K in qualifying distributions that year, against a required minimum of $96K (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.
How do I apply for a grant from Helen Davis Scholarship Trust Med School?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Helen Davis Scholarship Trust Med School's EIN?
Helen Davis Scholarship Trust Med School's EIN (Employer Identification Number) is 81-6056734. 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. Research dossier generated September 2026.
Here's the math on researching Helen Davis Scholarship Trust Med School by hand.
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