PeerBasis.org
Philanthropy & Grantmaking · VA

J F And Lake K Davis Trust

J F And Lake K Davis Trust's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $10,184 for John R Patterson, Trustee (FY 2024). Column F can include amounts from the filing and related organizations.

After indexing supported filing years to 2025 comparison dollars, the subject figure is $10,452. It is higher than the D + F figure for 42 of 155 peer organizations selected under the disclosed tier Same NTEE major group (T), nationwide + size band 0.67–1.5× revenue (approximately 27%; median $21,272). This is descriptive, not a reasonableness conclusion.

$57,640Total revenue (FY 2024)
$10,184Reported Part VII D + F figure
42 / 155Selected peers with a strictly lower 2025-dollar figure (approximately 27%)

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Review the selected comparables for J F And Lake K Davis Trust, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.

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Selected peer organizations

Actual selection tier: Same NTEE major group (T), nationwide + size band 0.67–1.5× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.

OrganizationStateRevenueD + F (2025 dollars)
John O Anthony TX$57,664 $5,515
Jean And Saul A Mintz Family Foundation LA$57,841 $15,243
The American Foundation For Jewish Education Inc NJ$58,048 $29,084
Nathalie & Theodore Jones Charitable MA$58,126 $10,824
Zimmerman Fund For Children MD$57,128 $36,068
United Way Dixie Inc UT$57,110 $18,902
Iirl Inc CA$58,300 $6,329
Nathalie & Theodore Jones Charitable MA$58,341 $10,803

View the organization record and available filings on ProPublica