J F AND LAKE K DAVIS TRUST

EIN: 546339007 501(c)(3) Philanthropy & Grantmaking

FINCASTLE, VA

Total Revenue
$57,640
Total Expenses
$56,587
Total Assets
$1,332,518
Net Assets
$1,332,518
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
VA
Phone
5409924066
Tax Period
2024-01-01 to 2024-12-31

J F AND LAKE K DAVIS TRUST, founded in 1993, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $54K in total revenue in fiscal year 2020. Net assets of $1.5M represent 325 months of operating reserves.

Mission

GRANTS TO OTHER 501C3 ORGANIZATIONS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $57,640
Other Revenue $0
TOTAL REVENUE $57,640

Expense Breakdown

Grants Paid $44,151
Salaries & Benefits $10,184
Fundraising Expenses $0
Program Expenses $44,151
Other Expenses $2,252
TOTAL EXPENSES $56,587

Year-over-Year Comparison

2024 2023 Change
Revenue $57,640 $56,925 +0.0%
Expenses $56,587 $53,586 +0.1%
Net Income $1,053 $3,339 -0.7%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
1
$10,184
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN R PATTERSON TRUSTEE 1.00
Director
$10,184 $0 $10,184
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $57,640 $56,587 $1,332,518 $1,053
2023 $56,925 $53,586 $1,310,234 $3,339
2022 $51,609 $56,129 $1,256,164 $-4,520
2021 $52,364 $53,208 $1,469,305 $-844
2020 $54,253 $53,825 $1,470,030 $428
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