Helen Davis Scholarship Trust Med School
EIN 816056734Total Given 2016–2025
$602K
89 grants · $60K avg/year
based on 10 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $5K–$5K
grant size
8%
transactional · 6/72 multi-year
repeat
$2.0M
Assets (2025)
72
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
WELLS FARGO PRIVATE CLIENT SERVICES
Phone
(888) 730-4933
Deadlines
JULY 15 ANNUALLY
How to Apply
FORM AVAILABLE UPON REQUEST
Restrictions
RESIDENTS OF MONTANA WHO ARE ATTENDING MEDICAL SCHOOL
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $72K | $1.7M | $50K | 12 |
| 2017 | $60K | $1.8M | $101K | 11 |
| 2018 | $115K | $1.8M | $94K | 4 |
| 2020 | $70K | $1.7M | $55K | 1 |
| 2021 | $65K | $2.1M | $129K | 15 |
| 2022 | $67K | $1.7M | $86K | 16 |
| 2023 | $82K | $1.8M | $126K | 15 |
| 2025 | $70K | $2.0M | $160K | 15 |
Grant Size Distribution
Based on 89 grants on record
Minimum
$2K
25th Pctl
$5K
Median
$5K
Average
$7K
75th Pctl
$5K
Maximum
$100K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
IS
Ifs Fiduciary Tax Services
3 yrs
See Stmt. 6
IS
Ifs Fiduciary Tax Services
3 yrs
See Stmt. 6
IS
Ifs Fiduciary Tax Services
3 yrs
See Stmt. 6
DA
Dave Ashby
2 yrs
Selection Comm
BL
Bill Lannan
2 yrs
Selection Comm
WM
Wellsfargo Wealth Management
Comm. Trustee
BL
Bill Lannan
2 yrs
Selection Comm
DA
Dave Ashby
2 yrs
Selection Comm
Grants Awarded (89 total)
| Purpose | ||||
|---|---|---|---|---|
| Center for Scholarship Administrati | Taylors, SC | $100,000 | SCHOLARSHIPS FOR MEDICAL SCHOOL STUDENTS | 2018 |
| Center for Scholarship Awards | Taylors, SC | $70,000 | MEDICAL SCHOOL SCHOLARSHIPS | 2020 |
| Anfin Erickson Oregon Health Scienc | Portland, OR | $10,000 | MEDICAL SCHOOL SCHOLARSHIP | 2016 |
| Aaron Smith | Seattle, WA | $8,000 | MEDICAL SCHOOL SCHOLARSHIP | 2016 |
| Aaron Smith | Seattle, WA | $8,000 | MEDICAL SCHOOL SCHOLARSHIP | 2017 |
| Joseph Steffans | Seattle, WA | $7,500 | MEDICAL SCHOOL SCHOLARSHIP | 2016 |
| Tomasz Olejnik | Des Moines, IA | $7,000 | MEDICAL SCHOOL SCHOLARSHIP | 2016 |
| Tomasz Olejnik | Des Moines, IA | $7,000 | MEDICAL SCHOOL SCHOLARSHIP | 2017 |
| University of Washington Co Anna Gillan | Bozeman, MT | $5,550 | SCHOLARSHIP | 2023 |
| North Dakota School of Medicine Co Levi | Grand Forks, ND | $5,525 | SCHOLARSHIP | 2023 |
| University of Washington Co Isbah Khan | Bozeman, MT | $5,525 | SCHOLARSHIP | 2023 |
| Pacific Northwest University Co Jessica | Yakima, WA | $5,450 | SCHOLARSHIP | 2023 |
| University of Washington School of Medic | Bozeman, MT | $5,450 | SCHOLARSHIP | 2023 |
| University of Washington Co Trey Dschaa | Seatlle, WA | $5,450 | SCHOLARSHIP | 2023 |
| University of Washington Co Ellen Guyer | Bozeman, MT | $5,450 | SCHOLARSHIP | 2023 |
| University of Washington Co Nicholas Jo | Seattle, WA | $5,450 | SCHOLARSHIP | 2023 |
| University of Washington Co Jesi Kenned | Bozeman, MT | $5,450 | SCHOLARSHIP | 2023 |
| University of Washington Co Chloe Koess | Bozeman, MT | $5,450 | SCHOLARSHIP | 2023 |
| University of Washington Co Hans Minzin | Seattle, WA | $5,450 | SCHOLARSHIP | 2023 |
| University of Washington Co Jakob Plage | Seattle, WA | $5,450 | SCHOLARSHIP | 2023 |
| University of Washington Co Lindsey Ril | Seattle, WA | $5,450 | SCHOLARSHIP | 2023 |
| University of Washington Co Nathaniel | Seattle, WA | $5,450 | SCHOLARSHIP | 2023 |
| University of Washington Co Jenna Stark | Seattle, WA | $5,450 | SCHOLARSHIP | 2023 |
| Shelby Traeger | Seattle, WA | $5,000 | SCHOLARSHIP FOR MEDICAL SCHOOL | 2018 |
| Michale Anderson | Seattle, WA | $5,000 | SCHOLARSHIP FOR MEDICAL SCHOOL | 2018 |