Skip to content
ProPublica Donate

Helen S Davis Scholarship Trust No 3

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$160k (2025)

Expenses
$115k (2025)

Total Assets
$1.4M (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$160,415
Expenses
$115,283
Net Income
$45,132
Net Assets
$1,396,448
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $52,809
32.9%
Sales of Assets $107,606
67.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $85,218
73.9%
Compensation of Officers* $26,349
22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,396,448
Total Liabilities $0
Net Assets $1,396,448
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $26,349 $0

Document Links

Fiscal Year Ending Aug.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$203,021
Expenses
$126,901
Net Income
$76,120
Net Assets
$1,351,370
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $51,847
25.5%
Sales of Assets $151,174
74.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $100,551
79.2%
Compensation of Officers* $28,365
22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,351,370
Total Liabilities $0
Net Assets $1,351,370
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $28,365 $0

Document Links

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,906
Expenses
$118,740
Net Income
$7,166
Net Assets
$1,275,252
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $51,208
40.7%
Sales of Assets $73,593
58.5%
Other Income $1,105
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,788
80.7%
Compensation of Officers* $26,267
22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,275,252
Total Liabilities $0
Net Assets $1,275,252
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $26,267 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$85,656
Expenses
$107,587
Net Income
-$21,931
Net Assets
$1,260,866
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $51,809
60.5%
Sales of Assets $33,847
39.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,284
74.6%
Compensation of Officers* $29,371
27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,260,866
Total Liabilities $0
Net Assets $1,260,866
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $29,371 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$129,045
Expenses
$101,783
Net Income
$27,262
Net Assets
$1,280,170
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,892
33.2%
Sales of Assets $86,153
66.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,695
76.3%
Compensation of Officers* $28,681
28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,280,170
Total Liabilities $0
Net Assets $1,280,170
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $28,681 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,932
Expenses
$103,879
Net Income
-$48,947
Net Assets
$1,252,513
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $44,543
81.1%
Sales of Assets $7,876
14.3%
Other Income $2,513
4.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,293
78.3%
Compensation of Officers* $24,751
23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,252,514
Total Liabilities $1
Net Assets $1,252,513
Compensation
Key Employees and Officers Compensation Other
Ifs Fiduciary Tax Services (See Stmt. 6) $24,751 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$84,411
Expenses
$123,686
Net Income
-$39,275
Net Assets
$1,301,460
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $49,347
58.5%
Sales of Assets $27,193
32.2%
Other Income $7,871
9.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $98,052
79.3%
Compensation of Officers* $26,206
21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,301,461
Total Liabilities $1
Net Assets $1,301,460
Compensation
Key Employees and Officers Compensation Other
Ifs Fiduciary Tax Services (See Stmt. 6) $26,206 $0

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$93,793
Expenses
$157,768
Net Income
-$63,975
Net Assets
$1,340,736
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,622
42.2%
Sales of Assets $52,671
56.2%
Other Income $1,500
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $122,203
77.5%
Compensation of Officers* $28,015
17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,340,736
Total Liabilities $0
Net Assets $1,340,736
Compensation
Key Employees and Officers Compensation Other
Ifs Fiduciary Tax Services (See Stmt. 6) $0 $0

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$101,146
Expenses
$88,811
Net Income
$12,335
Net Assets
$1,403,350
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,854
2.8%
Dividends $37,367
36.9%
Sales of Assets $57,251
56.6%
Other Income $3,674
3.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $67,388
75.9%
Compensation of Officers* $26,280
29.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,403,350
Total Liabilities $0
Net Assets $1,403,350
Compensation
Key Employees and Officers Compensation Other
Ifs Fiduciary Tax Services (See Stmt. 6) $26,280 $0
Dave Ashby (Selection Comm.) $0 $0
Bill Lannan (Selection Comm.) $0 $0

Document Links

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50,284
Expenses
$100,702
Net Income
-$50,418
Net Assets
$1,407,204
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $51
0.1%
Dividends $44,768
89.0%
Sales of Assets $6,448
12.8%
Other Income -$983
Notable Expenses Percent of Total Expenses
Charitable Disbursements $75,413
74.9%
Compensation of Officers* $25,276
25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,407,204
Total Liabilities $0
Net Assets $1,407,204
Compensation
Key Employees and Officers Compensation Other
Wellsfargo Wealth Management (Comm. Trustee) $0 $0
Dave Ashby (Selection Comm.) $0 $0
Bill Lannan (Selection Comm.) $0 $0

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$123,214
Expenses
$106,523
Net Income
$16,691
Net Assets
$1,457,622
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $50,246
40.8%
Sales of Assets $73,281
59.5%
Other Income -$318
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,241
75.3%
Compensation of Officers* $27,693
26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,457,622
Total Liabilities $0
Net Assets $1,457,622
Compensation
Key Employees and Officers Compensation Other
Wellsfargo Wealth Management (Comm. Trustee) $27,693 $0
Dave Ashby (Selection Comm.) $0 $0
Bill Lannan (Selection Comm.) $0 $0
Robert Whitsitt Md (Selection Commi) $0 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$164,893
Expenses
$79,526
Net Income
$85,367
Net Assets
$1,440,931
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $28
0.0%
Dividends $47,510
28.8%
Sales of Assets $118,064
71.6%
Other Income -$709
Notable Expenses Percent of Total Expenses
Charitable Disbursements $57,049
71.7%
Compensation of Officers* $27,223
34.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,440,931
Total Liabilities $0
Net Assets $1,440,931
Compensation
Key Employees and Officers Compensation Other
Wellsfargo Wealth Management (Comm. Trustee) $27,223 $0
Dave Ashby (Selection Comm.) $0 $0
Bill Lannan (Selection Comm.) $0 $0
Robert Whitsitt Md (Selection Commi) $0 $0

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$82,338
Expenses
$97,347
Net Income
-$15,009
Net Assets
$1,355,564
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $51,394
62.4%
Sales of Assets $29,773
36.2%
Other Income $1,165
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,177
79.3%
Compensation of Officers* $25,731
26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,355,564
Total Liabilities $0
Net Assets $1,355,564

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,042
Expenses
$95,153
Net Income
-$52,111
Net Assets
$1,370,573
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8
0.0%
Dividends $44,050
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $72,835
76.5%
Compensation of Officers* $24,401
25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,370,573
Total Liabilities $0
Net Assets $1,370,573

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$113,421
Expenses
$103,124
Net Income
$10,297
Net Assets
$1,422,684
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $41
0.0%
Dividends $49,777
43.9%
Sales of Assets $63,603
56.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,563
87.8%
Compensation of Officers* $18,869
18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,422,684
Total Liabilities $0
Net Assets $1,422,684

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us