2023-10-22T16:13:51-07:00 2022-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress Street Portland ME 04102 990 2022-01-01 222976811 DAVIS CONSERVATION FOUNDATION DAVI 2078469132 30 FOREST FALLS DR STE 5 YARMOUTH ME 04096 Yvonne Mumme Chief Finance and Admin. Officer 2078469132 2023-10-22 1 1 Joseph Byrne P01289281 2077752387 2023-10-22 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z Yvonne Mumme 30 Forest Falls Dr Ste 5 Yarmouth ME 04096 4061528 0 X www.davisfoundations.org/dcf X 1989 ME Award Grants 7 7 0 3 0 0 0 0 0 0 4570592 1566401 10000 0 4580592 1566401 801677 1036076 0 0 41237 34874 0 0 0 185825 154564 1028739 1225514 3551853 340887 38424297 30564237 85886 63853 38338411 30500384 To support the wise utilization, protection and advancement of our physical environment and the different natural forms of life that inhabit it, including wildlife, sea life and mankind as they are impacted by the environment. 0 0 1092870 1036076 0 Grants allocated in support of 501(c)(3) organizations. See Schedule I for 2022 grants approved. 0 0 0 1092870 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X Yvonne Mumme 2078469132 30 FOREST FALLS DR STE 5 YARMOUTH ME 04096 Yvonne B Mumme Chief Finance and Administrative Officer 8 0 X 19969 0 2905 Thomas M Armstrong Jr Trustee 1 0 X 3000 0 0 Thomas S Deans Trustee 1 0 X 3000 0 0 Jameson French Trustee 1 0 X 3000 0 0 Anne C J Hayden Trustee 1 0 X 3000 0 0 David J Bucci Chairman 1 0 X X 0 0 0 Rebekah A Bucci Trustee 1 0 X 0 0 0 Erin B Ambrose Trustee 1 0 X 0 0 0 31969 0 2905 0 0 0 1 Prio Wealth Management 265 Franklin St 20th FL Boston MA 02110 Investment Management 100538 1 0 0 481257 0 0 481257 0 0 0 0 0 0 0 0 0 0 3580271 0 2495127 0 1085144 0 1085144 0 0 1085144 0 1566401 0 0 1566401 1036076 1036076 0 0 0 0 0 0 34874 13087 21787 33587 30762 2825 8100 8100 95010 95010 3227 2036 1191 4326 3819 507 7155 5152 2003 49 49 0 424 261 163 657 365 292 Dues 1687 1214 473 0 Miscellaneous 342 49 293 0 0 1225514 1092870 132644 0 1848335 1485053 36512782 29025608 63180 53576 38424297 30564237 32723 25232 53163 38621 85886 63853 X 38338411 30500384 0 0 38338411 30500384 38424297 30564237 340887 -8178914 0 0 0 0 X 1 X 0 1 0 X X 5 Appalachian Mountain Club 046001677 7 1 0 0 Falmouth Conservation Trust 010372429 10 1 18000 0 Island Institute 222786731 7 1 0 0 Maine Audubon Society 010248780 10 1 0 0 Society for Protection of NH Forests 020222237 7 1 0 0 5 18000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 Schedule A, Part IV, Section B, Line 2 The supported organizations identified in Form 990, Schedule A, Part I appoint trustees who represent the charitable class benefited by the mission of the Organization and its supported organizations. These same trustees have a majority vote on the Organization's board and approve all granting decisions. Due to related party 38621 38621 1 Saco Valley Land Trust Inc PO Box 1581 Saco ME 04072 010433636 501(c)(3) 10000 Reach for Our Future Phase II - Expanding Capacity through Collaboration Maine Island Trail Association 100 KENSINGTON ST UNIT 2 PORTLAND ME 04103 010478709 501(c)(3) 10000 Partnering with Fishermen to Clean Derelict Gear from Maine Islands Great Pond Mountain Conservation Trust PO Box 266 Orland ME 044720266 010488464 501(c)(3) 25000 Growing the Dream, the Campaign for Great Pond Mountain Conservation Trust Gulf of Maine Research Institute 350 Commercial Street Portland ME 04101 010504905 501(c)(3) 10000 Understanding Ecological Services of Maine Aquaculture Farms Downeast Lakes Land Trust 4 Water St Grand Lake Stream ME 04668 010541131 501(c)(3) 17400 Stewardship Improvements to the Downeast Lakes Water Trail University of Maine System Inc 5703 Alumni Hall Ste 200 Orono ME 04469 016000769 501(c)(3) 21490 Monitoring Threatened Cats with Snow Track Genetics Western Foothills Land Trust PO Box 107 Norway ME 04268 016083123 501(c)(3) 10000 Acquisition of Twin Bridges Extension Parcels: Cummings and Robinson Woodlands Scarborough Land Conservation Trust PO Box 1237 Scarborough ME 04070 010352474 501(c)(3) 20000 Protecting a Corridor Along the Nonesuch River Freeport Conservation Trust PO Box 433 Freeport ME 040320433 010357213 501(c)(3) 15000 Public Access Initiative Falmouth Conservation Trust PO Box 6172 Falmouth ME 041056172 010372429 501(c)(3) 18000 Experiential environmental education and community outreach with the Falmouth Land Trust Kennebec Estuary Land Trust PO Box 1128 Bath ME 045301128 010446468 501(c)(3) 15000 KELT's Bittner Project: Creating a Conservation and Recreational Hub Downeast Institute for Applied Marine Research and Education Inc PO Box 83 Beals ME 046110083 010452403 501(c)(3) 10000 Great Wass Island Land Purchase to Strengthen Downeast Marine Research and Ensure Access Friends of the Presumpscot River PO Box 1474 Westbrook ME 040981474 010472214 501(c)(3) 10000 Education and Outreach Coordinator Lake Stewards Of Maine 24 Maple Hill Road Auburn ME 042108774 010502630 501(c)(3) 10000 Lake Stewards of Maine Upgrading Statewide Invasive Aquatic Species Stewardship Rippleffect Inc PO Box 441 Portland ME 04112 010521260 501(c)(3) 20000 Rippleffect Outdoor Center Friends of Baxter State Park PO Box 322 Belfast ME 049150322 010535846 501(c)(3) 20000 Engaging Youth as Environmental Stewards in the Katahdin Region Maine Conservation Alliance 295 Water St Ste 9 Augusta ME 043304643 010541478 501(c)(3) 10000 Clean Energy for All Campaign Maine Appalachian Trail Land Trust PO Box 761 Portland ME 04104 010717546 501(c)(3) 15000 Keystone Parcels Project Bigelow Laboratory For Ocean Sciences 60 Bigelow Dr East Boothbay ME 045445700 016006001 501(c)(3) 20000 Understanding Forever Chemicals in Maine Estuaries Chebeague & Cumberland Land Trust Inc 371 Tuttle Rd No 2 Cumberland ME 040213654 016082716 501(c)(3) 10000 Protection of the Read Family Farm & Woods Lakes Region Conservation Trust PO Box 766 Center Harbor NH 032260766 020347918 501(c)(3) 10000 Land Conservation on Berry Bay, Ossipee Lake Kismet Rock Foundation PO Box 1744 North Conway NH 03860 020516308 501(c)(3) 10000 Kismet 2022 Summer Program Town of Hampton 100 Winnacunnet Rd Hampton NH 03842 026000361 Municipality 10000 Barkley Conservation Purchase Seacoast Science Center Inc 570 Ocean Blvd Rye NH 038702104 020526488 501(c)(3) 16095 Stories of Hope and Urgency from the Gulf of Maine Audubon Society of New Hampshire 84 Silk Farm Road Concord NH 033018311 026005322 501(c)(3) 30000 The State of New Hampshire's Birds: Spreading the Message Ammonoosuc Conservation Trust PO Box 191 Franconia NH 035800191 026121209 501(c)(3) 15000 Trailhead Parking Lots Improvement - Design phase Putney Mountain Association Inc PO Box 953 Putney VT 053460953 030316666 501(c)(3) 10000 Hinton Woods Project Upper Valley Trails Alliance Inc PO Box 1215 Norwich VT 050551215 030369847 501(c)(3) 10000 Upper Valley High School Trail Corps Upper Valley Trails Alliance Inc PO Box 1215 Norwich VT 050551215 030369847 501(c)(3) 15000 Strengthening Community Connections to Outdoor Recreation through Trail Finder - Fiscal sponsor for Vermont/New Hampshire Trail Finder Coalition Vermont Institute of Natural Science Inc PO Box 1281 Quechee VT 050591281 030231665 501(c)(3) 9000 Avian Influenza Testing - Malaria Monitoring- Equipment NorthWoods Stewardship Center PO Box 220 E Charleston VT 058330220 030346759 501(c)(3) 26000 Clyde River Access and Trails - A Collaborative Conservation Project Vermont River Conservancy 29 Main Street Unit 11 Montpelier VT 056023174 030347147 501(c)(3) 15000 Nulhegan River: Conservation and Public Access Bates College 2 Andrews Road Lewiston ME 04240 042103544 501(c)(3) 20000 The Basin Oyster Project: A community-based approach to oyster reef building Merrimack River Watershed Council Inc 60 Island Street No 246 Lawrence MA 018401835 042633281 501(c)(3) 12000 Diadromous Fish Habitat Restoration - Talbot Mills Dam Removal Bear-Paw Regional Greenways Post Office Box 19 Deerfield NH 030370019 043340659 501(c)(3) 10000 Coveland Farm Conservation Easement Kroka Expeditions 767 Forest Rd Route 123 Marlow NH 034560000 043341632 501(c)(3) 15000 Conservation Easements Completion Conservation Law Foundation Inc 62 Summer St Boston MA 021101008 046149986 501(c)(3) 20000 Restoring Maine's migratory fish population Maine Lakes Society PO Box 91 Yarmouth ME 040960091 010322800 501(c)(3) 15000 Reducing Barriers and Increasing Action: Best Management Practices Video Series Presumpscot Regional Land Trust Inc PO Box 33 Gorham ME 040380033 010426268 501(c)(3) 25000 East Windham Conservation and Outdoor Recreation Project Androscoggin Land Trust Inc PO Box 3145 Auburn ME 042123145 010452701 501(c)(3) 14087 Spruce Mountain Conservation Area Trail Development Gulf of Maine Lobster Foundation Inc PO Box 523 Kennebunk ME 040430523 010535494 501(c)(3) 15000 Student Drifters STEM Curriculum Project Ducks Unlimited Inc 1 Waterfowl Way Memphis TN 381202350 135643799 501(c)(3) 15000 Rachel Carson National Wildlife Refuge Tidal Marsh Restoration Schoodic Institute at Acadia National Park 9 Atterbury Cir Winter Harbor ME 04693 201054593 501(c)(3) 14250 Sustaining and Expanding Seaweed Citizen Science Northern Rivers Land Trust PO Box 112 Hardwick VT 058430112 208285018 501(c)(3) 15000 Wolcott Community Forest Ocean Alliance Inc 32 Horton St Gloucester MA 01930 222573677 501(c)(3) 10000 Innovative methods for monitoring and measuring large whale health Brunswick-Topsham Land Trust Inc 179 Neptune Drive Ste 200 Brunswick ME 04011 222714194 501(c)(3) 15000 Cathance River Conservation Corridor - Sczymecki parcel Cape Elizabeth Land Trust Inc 330 Ocean House Rd Cape Elizabeth ME 04107 222736834 501(c)(3) 10000 Protecting the Final Piece of the Cross Town Trail Midcoast Conservancy PO Box 439 Edgecomb ME 045560439 222658964 501(c)(3) 10000 Save Haystack Mountain - Fiscal Sponsor for Friends of Haystack Mountain New Hampshire Lakes Association Inc 17 Chenell Dr Ste One Concord NH 03301 222668396 501(c)(3) 15000 Get LakeSmart! Using Digital Marketing to Make LakeSmart the Norm in New Hampshire Greater Lovell Land Trust Inc PO Box 225 Lovell ME 040510225 222724055 501(c)(3) 25000 Kezar Corridor Lands: Protecting a Climate-Resilient Landscape Kittery Land Trust Inc PO Box 467 Kittery ME 039040467 222858759 501(c)(3) 8000 Nooney Farm Wetland Crossing Loon Echo Land TrustInc 8 Depot St Ste 4 Bridgton ME 040091368 222966924 501(c)(3) 20000 Rolfe Hill Land Protection Project Manomet Inc PO Box 1770 Manomet MA 023451770 223051362 501(c)(3) 15168 River Herring Network: Community-based monitoring to inform management and restoration Northern Forest Center Inc 18 North Main Street Concord NH 033014926 223458955 501(c)(3) 20000 Building Trails in Lancaster Town Forest College of the Atlantic 105 Eden St Bar Harbor ME 04609 237032625 501(c)(3) 10000 Acadia Scholars Program Trust for Public Land 3 Shipman Place Montpelier VT 05602 237222333 501(c)(3) 25000 Willey Woods Community Forest: Protecting Wildlife and Biodiversity in Vermont's Northeast Kingdom 30 Mile River Watershed Association PO Box 132 Mount Vernon ME 04352 261526329 501(c)(3) 10000 Pocasset Lake Watershed Survey, Landowner Education, and Community Capacity Building Waterville Community Land Trust Inc PO Box 1834 Waterville ME 04903 462879996 501(c)(3) 8450 Neighborhood Garden and Nature Park for the South End of Waterville Wild Seed Project PO Box 4301 Portland ME 041010501 465759154 501(c)(3) 10000 Wild Seed Project Native Seed Collection and Propagation Nursery Vermont Center for Ecostudies Inc PO Box 420 Norwich VT 05055 510639429 501(c)(3) 15000 The 2nd Vermont Butterfly Atlas (2023 - 2028) Maine Appalachian Trail Club Inc PO Box 7564 Portland ME 041127564 526047992 501(c)(3) 9436 Appalachian Trail Ridgerunners Vermont Huts Association Ltd PO Box 745 Stowe VT 05672 813630363 501(c)(3) 15000 Grout Pond Hut Friends of Katahdin Woods and Waters PO Box 18177 Portland ME 041128177 815102906 501(c)(3) 10000 Expanding Place-Based Learning in the Katahdin Region Francis Malcolm Science Center Inc PO Box 186 Easton ME 04740 825256576 501(c)(3) 10000 Exploring the Black Spruce Bog Holbrook Community Foundation 984 Cundys Harbor Rd Harpswell ME 04079 861162382 501(c)(3) 5200 The Importance of Trees to Climate Change and Marine Environment - Fiscal sponsor for Harpswell News Maine Gearshare PO Box 8738 Portland ME 04104 872553485 501(c)(3) 25000 Maine GearShare - Gear Library Testing & Expansion Berlin Pond Watershed Association PO Box 828 Montpelier VT 05601 874380362 501(c)(3) 10000 Crandall Farm Conservation Project Bull Creek Common Lands 60 Herring Hill Rd Athens VT 051434491 871446590 501(c)(3) 10000 Community Forest, Athens, Vermont 68 0 Schedule I, Part I, Line 2 The Organization requires a completion report after one year. 0 0 0 0 0 0 0 0 0 Yvonne B Mumme Chief Finance and Administrative Officer 19969 0 0 0 0 0 1398 0 1508 0 22875 0 0 Schedule J, Part I See Form 990 Part VII, Line 5: Yvonne Mumme, Chief Finance and Administrative Officer for the Organization, receives compensation from Davis Educational Foundation, an unrelated organization, for services rendered to the filing organization. Yvonne's unrelated organization compensation was as follows: Salary - $19,969 and Benefits $1,508. These amounts are included in the amounts listed on Part II. A retirement contribution of $1,398 was paid by the Organization. Form 990, Part VI, Section A, Line 2 Trustees Rebekah Bucci, Erin Ambrose and David Bucci have a family relationship. Form 990, Part VI, Section A, Line 8b There are no committees with the authority to act on behalf of the governing body. Form 990, Part VI, Section B, Line 11b Prior to filing, the chief finance and administrative officer (CFAO) reviews the 990 in detail, comparing it to the foundation's financial statements and other records for accuracy, and comparing it to the prior year filing to make sure any large variances or changes to responses are accurate. Any questions or concerns are resolved with the independent CPA firm who reviewed the return. The CFAO provides a copy of the final draft to the board chair, highlighting any unusual items or changes from prior years. The board chair reviews the final draft just prior to filing to ensure responses are consistent with financial reporting, governance practices and activities of the foundation, resolving any questions with the CFAO. Additionally, the return is provided to the entire board prior to filing. Form 990, Part VI, Section B, Line 12c Possible conflicts of interest are discussed by the trustees and staff at each regularly scheduled meeting. Where a potential conflict does exist, the trustees will disclose to the board and the disclosure will be noted in the minutes. If a real conflict exists, the trustee will abstain from voting and this action will be disclosed in the minutes. Form 990, Part VI, Section C, Line 19 The organization makes its governing documents and conflict of interest policy available to the public upon request. The Organization publishes its financial statements in its annual report which is available to the public on its website. Falmouth Conservation Trust PO Box 6172 Falmouth ME 04105 010372429 Land Conservation ME 501(c)(3) Line 10 N/A 0 Island Institute PO Box 648 Rockland ME 04841 222786731 Land Conservation ME 501(c)(3) Line 7 N/A 0 Maine Audubon Society 20 Gisland Farm Road Falmouth ME 04105 010248780 Wildlife Conservation ME 501(c)(3) Line 10 N/A 0 Appalachian Mountain Club 5 Joy St Boston MA 02108 046001677 Land Conservation MA 501(c)(3) Line 7 N/A 0 Society for the Protection of New Hampshire Forests 54 Portsmouth Street Concord NH 03301 020222237 Land Conservation NH 501(c)(3) Line 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0