The J F And Lake K Davis Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 66,437 | 73,128 | −6,691 | 238.7 | 15% |
| 2012 | 66,704 | 67,249 | −545 | 263.0 | 16% |
| 2013 | 62,100 | 64,240 | −2,140 | 257.5 | 17% |
| 2014 | 60,547 | 62,734 | −2,187 | 278.9 | 18% |
| 2015 | 59,431 | 61,869 | −2,438 | 276.4 | 18% |
| 2016 | 57,136 | 61,926 | −4,790 | 274.2 | 18% |
| 2017 | 56,694 | 59,657 | −2,963 | 285.8 | 18% |
| 2018 | 56,608 | 58,817 | −2,209 | 276.1 | 18% |
| 2019 | 54,533 | 55,382 | −849 | 310.4 | 19% |
| 2020 | 54,253 | 53,825 | 428 | 327.7 | 20% |
| 2021 | 52,364 | 53,208 | −844 | 331.4 | 20% |
| 2022 | 51,609 | 56,129 | −4,520 | 268.6 | 20% |
| 2023 | 56,925 | 53,586 | 3,339 | 293.4 | 20% |
In its most recent public year (2023), this organization brought in $3,339 more than it spent. Its reserves stood at about 293.4 months of spending, up from 238.7 in 2011. Staff pay was 20% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
The J F And Lake K Davis Trust's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works