How much did JEFFERY AND PATRICIA DAVIS grant in FY2025?

A cause breakdown isn’t shown here: 62% of JEFFERY AND PATRICIA DAVIS’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02FY2025 · 10 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

Under $10k6 grants · $33k
$10k–50k4 grants · $62k

$8,000

Median grant

States reached

$2.0M

Total assets

Largest grants

EDUCATION SUCCESS FOUNDATION$22,000
OAK HILL FOUNDATION$20,000
SCHOOL OF THE HOLY CHILDHOOD$10,000
MARY CARIOLA CENTER$10,000
MCC FOUNDATION$8,000
PLUTA CANCER FOUNDATION$5,000
NATIVITY PREPARATORY ACADEMY$5,000
BIVONA CHILD ADVOCACY CENTER$5,000
RONALD MCDONALD HOUSE$5,000
VETERANS OUTREACH CENTER$5,000

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY25–25, $8k) land where the poverty rate runs at 14% — the area typically sits at 11%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

92%of every dollar goes to organizations you’ve funded before.

$423k · 14 repeat orgs$35k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +204% since the first grant, against +45% for the ones you funded once.

14 repeat relationships — 7 still active in FY2025, 7 since wound down; 3 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$423k

$2k

Median revenue growth · since first grant

+204%

+45%

Still filing today

43%

50%

New vs renewed · share of each year

In FY2025, 65% of grant dollars renewed an existing relationship; $33k went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

EducationCrime & LegalHealthArts & CultureHuman ServicesOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

ES
EDUCATION SUCCESS FOUNDATION
5× · 2021–2025 · $72k · revenue +133%
RM
RONALD MCDONALD HOUSE
8× · 2018–2025 · $56k · revenue +204%
VETERANS OUTREACH CENTER
8× · 2018–2025 · $40k · revenue +51%

Funded once

TM
TRINITY MONTESSORI SCHOOLgraduated
one grant, 2021 · $1k · revenue +45%
WD
WILLOW DOMESTIC VIOLENCE CENTER
one grant, 2018 · $1k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

Montessori for All

Montessori for All operates a Montessori school, using a research-based approach to education.

Education

Manhattan Christian School

Education - private school grades preschool through twelfth

—

Montessori Regional Charter School

To provide a superior Montessori program of study that will develop lifelong learners. Children will be prepared academically, emotionally, and socially by creating a love of learning through

Education

Montessori Education Centre Charter

Commitment to development of the whole child by providing students a well- rounded, individualized educational and developmental experience that is grounded on montessori principles.

Education

Mountain Village Montessori Charter School

Education

Christian Montessori Academy Inc

In a Christ-centered environment, CMA educates the whole child using the Montessori Method.

Education

Zinnia Montessori School Inc

The Organization offers a holistic approach to the development of young children by nurturing body, mind, and spirit in a joy-filled classroom to promote a lifelong love of learning.

Education

Cathedral Hill Montessori School

To provide a safe, beautiful, and authentic Montessori learning environment; to serve an inclusive community of multicultural and economically diverse families; and to support children in becoming confident, independent, and compassionate…

Human Services

Rochester Christian School Inc

To offer a Christ centered education which is of unsurpassed quality in the Rochester area.

Education

Montessori School of New York

Conduct a school where children learn through the montessori method

Education

Montessori Center School of Santa

Operation and maintenance of a private Montessori school for approximately 230 students.

Education

Richmond Montessori School Inc

Education of children ages 2 to 14 years.

—

For reference, the grantee most central to the portfolio’s shape is Mcc Foundation Inc and the most unlike its peers is Oak Hill Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

9 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

9/9

Grantees still filing

8/9

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$281,837Education$83,000Crime & Legal$40,000Health$25,000Arts & Culture$20,000Human Services$8,000

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Max and Marian Farash CharitableNY15.9× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Max and Marian Farash Charitable · United Way of Greater Rochester And · Rochester Area Community Foundation · Waldron Rise Foundation Inc · The Charles and Mary Crossed Foundation · Paychex Charitable Foundation Inc · Esl Charitable Foundation · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation JEFFERY AND PATRICIA DAVIS funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2025

’20’21’22’23’24’25

no gov moneyreceives it· size = income

0get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–50%

typical government reliance, FY20–25

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: EQUICENTER.

Agentic due diligence · confidence × risk

Financial management

low risk

~25 months of operating runway; revenue grew over 8 filed years.

Track record & reputation

low risk

8 years of Form 990 filings, still active; revenue up 3.1× since.

Legal standing

low risk

US 501(c)(3); EIN 331082985 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on EQUICENTER, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

On trackFinancial stability— Roughly 25 months of cash on hand.
On trackSustained operations— Filing through 2024; revenue grew over the period.
On trackReliance on your funding— Your grants peaked at 0% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Jeffery and Patricia Davis?

Find your warmest path to Jeffery and Patricia Davis through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

JEFFERY AND PATRICIA DAVIS

What you funded, over time

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

9 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Jeffery and Patricia Davis?

More from the funding graph

JEFFERY AND PATRICIA DAVIS

What you funded, over time

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

9 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Jeffery and Patricia Davis?

More from the funding graph