2022-10-11T16:57:30-07:00 2021-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress Street Portland ME 04102 990 2021-01-01 222976811 DAVIS CONSERVATION FOUNDATION DAVI 2078469132 30 FOREST FALLS DR STE 5 YARMOUTH ME 04096 Yvonne Mumme Chief Finance and Admin. Officer 2078469132 2022-10-11 1 Joseph Byrne P01289281 2077752387 2022-10-11 1 11 1 AAL2 2021 2022-09-23 18:48:47Z Yvonne Mumme 30 Forest Falls Dr Ste 5 Yarmouth ME 04096 7419262 0 X www.davisfoundations.org/dcf X 1989 ME Award Grants 7 7 0 3 0 0 500000 0 0 0 1364501 4570592 0 10000 1864501 4580592 811220 801677 0 0 41604 41237 0 0 0 150516 185825 1003340 1028739 861161 3551853 32803851 38424297 65628 85886 32738223 38338411 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 872136 801677 10000 Grants allocated in support of 501(c)(3) organizations. See Schedule I and Schedule F for 2021 grants approved. 0 0 0 872136 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 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 25431 0 3806 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 37431 0 3806 0 0 0 1 Prio Wealth Management 265 Franklin St 20th FL Boston MA 02110 Investment Management 105056 1 0 0 478237 0 0 478237 0 0 0 0 0 0 0 0 0 0 6931025 0 2838670 0 4092355 0 4092355 0 0 4092355 Prior period grant recovery 900099 10000 10000 0 0 0 0 0 0 10000 4580592 10000 0 4570592 791677 791677 10000 10000 41237 13724 27513 40577 36759 3818 9450 9450 109574 109574 2372 1231 1141 11084 10274 810 9060 6161 2899 283 248 35 836 438 398 Dues 2246 1527 719 Miscellaneous 343 97 246 1028739 872136 156603 0 745572 1848335 31999940 36512782 0 58339 63180 32803851 38424297 28900 32723 36728 53163 65628 85886 X 32738223 38338411 0 0 32738223 38338411 32803851 38424297 3551853 2048335 0 0 0 0 X 1 X 0 1 0 X X 5 Appalachian Mountain Club 046001677 7 1 15000 0 Falmouth Conservation Trust 010372429 10 1 0 0 Island Institute 222786731 7 1 0 0 Maine Audubon Society 010248780 10 1 19759 0 Society for Protection of NH Forests 020222237 7 1 10000 0 5 44759 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 53163 53163 North America (including Canada and Mexico, but not the United States) Engaging Community Volunteers in the Care of Nature 10000 Check 1 0 0 0 0 0 0 0 1 Lake Wesserunsett Association PO Box 3101 Skowhegan ME 04976 010537348 501(c)(3) 5290 Increasing Conservation Activity in the Lake Wesserunsett Watershed Lakes Environment Association 230 Main Street Bridgton ME 04009 237120682 501(c)(3) 5300 LEA Trail Systems Repairs and Upgrades Center for Coastal Studies Inc PO Box 1036 Provincetown MA 026571036 042609788 501(c)(3) 7010 Monitoring gray seal and white shark behavior: coastal bluff observations. Maine Adaptive Sports and Recreation 8 Sundance Ln Newry ME 042513228 010388818 501(c)(3) 7100 Access for ME - expanding outdoor recreation access for all Maine Association Of Conservation Districts PO Box 541 Portland ME 041120541 222503739 501(c)(3) 7400 Conservation Landscape Certification Cobscook Community Learning Center 10 Commissary Point Road Trescott TWP ME 04652 010449348 501(c)(3) 7500 Sustaining and Expanding Outdoor Recreation and Ecological Exploration Programs Cold Hollow to Canada PO Box 406 Montgomery VT 05471 364717953 501(c)(3) 8500 Community Outreach for Northern Forest Land Conservation & Stewardship Northern Forest Canoe Trail Inc 8 State Route 17 Waitsfield VT 05673 030363813 501(c)(3) 9500 Expanding Recreational Opportunities along Maine's Moose River Massachusetts Audubon Society 208 South Great Road Lincoln MA 01773 042104702 501(c)(3) 9968 Joppa Flats Salt Marsh Resilience Project Blue Hill Heritage Trust Inc PO Box 222 Blue Hill ME 046140222 222655830 501(c)(3) 10000 Wallamatogus Mountain Conservation Project Boothbay Harbor Waterfront Preservation PO Box 55 Boothbay Harbor ME 04538 831192450 501(c)(3) 10000 Building the Boothbay Harbor Eastside Waterfront Park Cape Elizabeth Land Trust 330 Ocean House Road Cape Elizabeth ME 04107 222736834 501(c)(3) 10000 Conservation of Maxwell Farm, Cape Elizabeth Five Rivers Conservation Trust 10 Ferry Street Suite 311-A Concord NH 03301 020427594 501(c)(3) 10000 Pletcher Farm Conservation Easement Downeast Lakes Land Trust 4 Water St Grand Lake Stream ME 04668 010541131 501(c)(3) 10000 Downeast Lakes Land Trust Headquarters Project Forest Stewards Guild 2019 Galisteo Street Suite N7 Santa Fe NM 87505 850446866 501(c)(3) 10000 Forestry for Maine Birds, Fish, and Climate Change Resiliency Frenchman Bay Conservancy 72 Tidal Falls Road Hancock ME 04640 222849309 501(c)(3) 10000 Strengthening Collaboration on Conservation, Stewardship, and Recreation in Downeast Maine Great Works Regional Land Trust 610 Main Street Ogunquit ME 03907 222736228 501(c)(3) 10000 GWRLT Trail Map and Website Update Hinesburg Land Trust PO Box 137 Hinesburg VT 054610137 223067389 501(c)(3) 10000 Hinesburg Town Forest Carse Addition & Conservation Project Kennebec Land Trust 331 Main St Winthrop ME 04364 010440729 501(c)(3) 10000 Hewett Oak Hill Campaign Lubec Community Outreach Center PO Box 41 Lubec ME 04652 455414678 501(c)(3) 10000 Lubec Community Outreach Center's Summer Rec and Enrichment Program Maine Timber Research and Environmental Education Foundation 535 Civic Center Drive Augusta ME 04330 010453264 501(c)(3) 10000 2021 Forests of Maine Teachers' Tours Northeast Wilderness Trust 17 State Street Suite 302 Montpelier VT 05602 010729039 501(c)(3) 10000 The Bramhall Preserve: Habitat for Moose, Brook Trout & Mature Forest Birds - Bridgewater Hollow, Vermont Portland Parks Conservancy 212 Canco Road Suite A Portland ME 04103 831417957 501(c)(3) 10000 Protecting Portland's Parks and Open Space through Volunteer Engagement Portland Trails 305 Commercial Street Portland ME 04101 010463028 501(c)(3) 10000 Engaging Community Volunteers in Land Care Society for the Protection of New Hampshire Forests 54 Portsmouth St Concord NH 03301 020222237 501(c)(3) 10000 Creek Farm Education and Outreach Classroom Upgrades Somerset Woods Trustees PO Box 833 Skowhegan ME 04976 016016350 501(c)(3) 10000 Weston Woods & Waters Expansion Phippsburg Land Trust PO Box 123 Phippsburg ME 04562 222996402 501(c)(3) 10000 Winnegance River Herring Fishway Repairs Acton Shapleigh Youth Conservation Corp PO Box 47 Springvale ME 04083 204795221 501(c)(3) 11000 Continue the Erosion Control Crew at Current Level of Service Maine Master Naturalist Program 153 Hospital Street Augusta ME 04330 275523424 501(c)(3) 12000 Maine Master Naturalist Course in Washington County South Portland Land Trust PO Box 2312 South Portland ME 04106 010427972 501(c)(3) 12500 Digging In: Engaging Diverse Communities in Conservation Work University of New Hampshire Foundation Inc 9 Edgewood Rd Durham NH 03824 020437506 501(c)(3) 13650 Great Bay Eelgrass Restoration Volunteer Monitoring and Community Engagement Appalachian Mountain Club 10 City Square Boston MA 02129 046001677 501(c)(3) 15000 Restoring Trout and Salmon Habitat in Maine's 100-Mile Wilderness Appalachian Trail Conference PO Box 807 Harpers Ferry WV 254250807 526046689 501(c)(3) 15000 Restoring Endangered Atlantic Salmon Habitat on Henderson Brook Atlantic Salmon Federation 14 Maine Street Suite 202 Brunswick ME 04011 132618801 501(c)(3) 15000 Walton's Mill Dam Removal and Park Revitalization Coastal Mountains Land Trust 101 Mount Battie St Camden ME 04843 222795691 501(c)(3) 15000 Learning Landscapes - Outdoor Education Programs Downeast Salmon Federation PO Box 201 Columbia Falls ME 04623 010532938 501(c)(3) 15000 Critical Salmon Habitat Restoration and Climate Change Resilience Project Hearty Roots Inc PO Box 302 Bristol ME 045390302 821493131 501(c)(3) 15000 Connecting Children to Nature with Outdoor Adventure Programming Maine Farmland Trust Inc 97 Main St Belfast ME 049156536 010528014 501(c)(3) 15000 Protecting the Agricultural Land and York River Habitats of the Blaisdell Brothers Family Farm National Audubon Society 255 Sherman Hollow Rd Huntington VT 05462 131624102 501(c)(3) 15000 Advancing the Scope and Scale of Bird-Friendly Maple Natural Resources Council of Maine 3 Wade Street Augusta ME 04330 010270690 501(c)(3) 15000 Healthy Waters Presumpscot Regional Land Trust PO Box 33 Gorham ME 040380033 010426268 501(c)(3) 15000 Creating a Conservation Corridor and Welcoming Multi-Use Trail System Town of Brunswick 85 Union Street Brunswick ME 04011 016000089 Municipality 15000 Merrymeeting Park Vermont Youth Conservation Corps Inc 1949 East Main Street Richmond VT 05477 030328834 501(c)(3) 15000 Jobs, Skills & Access in the State Parks Windmill Hill Pinnacle Association 35 Sleepy Valley Road Athens VT 05143 030334367 501(c)(3) 15000 Lily Pond Highlands Parcel Acquisition and Conservation Maine Natural History Observatory 317 Guzzle Rd Gouldsboro ME 04607 200718450 501(c)(3) 16200 Building Capacity: Tracking the Status of Maine Seaweeds Maine Audubon Society 20 Gilsland Farm Rd Falmouth ME 041052157 010248780 501(c)(3) 19759 Who are those bugs in my stream and what do they tell us about water quality? Allagash Wilderness Waterway Foundation PO Box 1141 Bangor ME 04402 453597466 501(c)(3) 20000 Allagash Inventory, Ecological Assessment, and Long Term Monitoring (NRIM) Friends of Casco Bay 43 Slocum Dr South Portland ME 04106 010452620 501(c)(3) 20000 Baykeeping: Climate Change and Community Action Friends of Lower and Middle Lead Mountain Ponds 170 Point Road Hancock ME 04640 453635502 501(c)(3) 20000 Creating Fish Passage and Protecting Wetland Habitat at Lower Lead Mountain Pond Maine Outdoor Wellness Center PO Box 634 Turner ME 04282 352672765 501(c)(3) 20000 Maine Outdoor Wellness Center Nordic Skiing and Mountain Bike Trails Midcoast Conservancy PO Box 439 Edgecomb ME 045560439 222658964 501(c)(3) 20000 Purchasing Perkins Property to Protect Liberty Woods & Sheepscot River High Peaks Alliance PO Box 987 Farmington ME 049380987 273160688 501(c)(3) 25000 Conserving the Perham Stream Birding Trail Maine Center for Coastal Fisheries PO Box 27 Stonington ME 04681 270069386 501(c)(3) 25000 Building a Coastal Observing and Monitoring Network in the Eastern Gulf of Maine Maine Coast Heritage Trust 1 Bowdoin Mill Island St Topsham ME 040861265 237099105 501(c)(3) 25000 Woodward Point Accessible Trail Three Rivers Land Trust PO Box 295 Alfred ME 04002 010539771 501(c)(3) 25000 Sanford Community Forest Project Town of Burke Vermont 212 School Street West Burke VT 05871 036000408 Municipality 25000 Burke Community Forest 56 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 25431 0 0 0 0 0 1786 0 2021 0 29238 0 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 - $25,431 and Benefits $2,021. These amounts are included in the amounts listed on Part II. 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