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Nonprofit · EIN 54-6339007

THE J F AND LAKE K DAVIS TRUST

Also known as PATTERSON JOHN R TTEE

Tax-exempt · FINCASTLE, VA 24090

Financials

$57K$54K2023$58K$57K2024$81K$57K2025
Revenue Expenses · by fiscal year end
Financials of THE J F AND LAKE K DAVIS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$80,637$57,139$23,498$1,383,038$0$1,383,038
December 31, 2024990$57,640$56,587$1,053$1,332,518$0$1,332,518
December 31, 2023990$56,925$53,586$3,339$1,310,234$0$1,310,234
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$80,637
Net gain from sales of assets
$19,830
Other revenue
$0

Expenses

Grants and similar amounts paid
$44,412
Compensation of officers, directors and key employees
$10,354
Salaries, compensation and benefits (total)
$10,354
Professional fundraising fees
$0
Accounting fees
$1,050
Program services (functional)
$44,412
Management and general (functional)
$12,727

Balance sheet and other

Total assets, start of year
$1,332,518
Total assets, end of year
$1,383,038
Total liabilities, end of year
$0
Net assets, end of year
$1,383,038
Publicly traded securities
$1,381,896
Net assets without donor restrictions
$1,383,038
Gross receipts
$295,637
Employees
0
Year formed
1993
State of legal domicile
VA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN R PATTERSONTRUSTEE
Trustee or director
1$10,354
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
JOHN R PATTERSONTRUSTEE
Trustee or director
1$10,184
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JOHN R PATTERSONTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
2559 NACE RD, FINCASTLE, VA 24090-3236
In care of
% JOHN R PATTERSON
Signed the 990
JOHN R PATTERSON, TRUSTEE
Phone
(540) 992-4066
Return prepared by
Kembel Tax Service Inc

Mission

GRANTS TO OTHER 501C3 ORGANIZATIONS

990 for the year ended December 31, 2025

Program accomplishments

  • GRANTS MADE TO 501C3 ORGANIZATION PER TRUST INSTRUMENT JOY RANCH HOME FOR CHILDREN PO BOX 727 HILLSVILLE, VA 24343
    Expenses $14,804 · grants $14,804
  • GRANTS MADE TO 501C3 ORGANIZATION PER TRUST INSTRUMENT BOYS HOME INC 306 BOYS RANCH RD COVINGTON, VA 24426
    Expenses $14,804 · grants $14,804
  • GRANTS MADE TO 501C3 ORGANIZATION PER TRUST INSTRUMENT PATRICK HENRY BOYS AND GIRLS PLANTATION INC RT 2 BOX 125 BROOKNEAL VA 24598
    Expenses $14,804 · grants $14,804

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
54-6339007
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,383,038
Income (IRS master file)
$295,637

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$80,637$57,139$1,383,038XML
990December 2024$57,640$56,587$1,332,518XML
990December 2023$56,925$53,586$1,310,234XML
990December 2022$51,609$56,129$1,256,164IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-6339007).

Questions about THE J F AND LAKE K DAVIS TRUST

What is the EIN of THE J F AND LAKE K DAVIS TRUST?
The employer identification number (EIN) of THE J F AND LAKE K DAVIS TRUST is 54-6339007.
Is THE J F AND LAKE K DAVIS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to THE J F AND LAKE K DAVIS TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does THE J F AND LAKE K DAVIS TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE J F AND LAKE K DAVIS TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE J F AND LAKE K DAVIS TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of THE J F AND LAKE K DAVIS TRUST?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,354 (JOHN R PATTERSON, TRUSTEE).
How much revenue does THE J F AND LAKE K DAVIS TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $80,637, expenses of $57,139 and total assets of $1,383,038 at year end.

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