2022-10-11T17:18:52-07:00 2021-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress Street Portland ME 04102 990 2021-01-01 010390443 DAVIS FAMILY 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 12638060 0 X www.davisfoundations.org/dff X 1983 ME Award Grants 8 8 0 3 0 0 0 0 0 0 4456780 3879146 7101 25836 4463881 3904982 1843690 2493061 0 0 86209 88473 0 0 0 322075 348743 2251974 2930277 2211907 974705 82977016 94934752 50663 187119 82926353 94747633 To provide grants to colleges, universities, and other educational institutions; to hospitals and other health organizations with a primary interest in programs designed to increase the effectiveness or decrease the cost of medical care; and organizations whose customary and primary activity is to promote music, theater, drama, history, literature, the arts or similar cultural activities. 0 0 2644043 2493061 25836 Grants allocated in support of 501(c)(3) & governmental organizations. See Schedule I for 2021 grants approved. 0 0 0 2644043 1 0 0 0 0 0 0 0 0 0 0 1 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 12 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 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 16 0 X 50861 0 7612 Michael R Currie Trustee 2 0 X 6000 0 0 Anne B Pringle Trustee 2 0 X 6000 0 0 Samuel M DiCapua Trustee 2 0 X 6000 0 0 Edward L Dilworth III Trustee 2 0 X 6000 0 0 Al Noyes Trustee 2 0 X 6000 0 0 Rebekah A Bucci Chair 2 0 X X 0 0 0 David J Bucci Trustee 1 0 X 0 0 0 Colleen Bucci Liddy Trustee 2 0 X 0 0 0 80861 0 7612 0 0 0 1 Prio Wealth 265 Franklin St Suite 2001 Boston MA 02110 Investment Management 169123 1 0 0 1152872 0 0 1152872 0 0 0 0 0 0 0 0 0 0 11459352 0 8733078 0 2726274 0 2726274 0 0 2726274 Prior period grant recovery 900099 25836 25836 0 0 0 0 0 0 25836 3904982 25836 0 3879146 2493061 2493061 0 0 0 0 0 0 88473 32847 55626 81143 73506 7637 9450 9450 199660 199660 5106 2657 2449 22103 20482 1621 21985 14950 7035 446 414 32 1672 877 795 Dues 6492 5055 1437 0 Miscellaneous expense 686 194 492 2930277 2644043 286234 0 62247 55996 971098 3411466 2329 2507 64490058 68590469 17329687 22597606 121597 276708 82977016 94934752 50663 51351 135768 50663 187119 X 82926353 94747633 0 0 82926353 94747633 82977016 94934752 974705 10846575 0 0 0 0 X 1 X 0 1 0 X X 4 MaineHealth dba Maine Medical Center 010238552 3 1 0 0 Portland Symphony Orchestra 016006058 7 1 0 0 University of New England 010211810 2 1 150000 0 Portland Museum of Art 010378420 7 1 0 0 4 150000 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. Limited Partnership Interests 22597606 F 22597606 Lease liability 135768 135768 1 Bangor Symphony Orchestra PO Box 1441 Bangor ME 04402 010024645 501(c)(3) 15000 Bangor Symphony Orchestra's 2021-22 Season Maine Coast Regional Health Facilities 50 Union St Ellsworth ME 04605 010198331 501(c)(3) 50000 Northern Light Maine Coast Hospital Capital Campaign: Building on a Promise Victoria Mansion 109 Danforth Street Portland ME 04101 010207716 501(c)(3) 20000 Completing the Principal Facade: Restoring Victoria Mansion's Rooftop Balustrades Eastern Maine Medical Center 489 State Street Bangor ME 04401 010211501 501(c)(3) 38447 Complex Outpatient Antimicrobial Therapy (cOpAT) Model Pilot Program for Patients Requiring Long-term Antibiotics Eastport Public Library Association dba Peavey Memorial Library 26 Water St Eastport ME 04631 010211502 501(c)(3) 15000 Peavey Library Historic Exterior Restoration Project: Masonry Repointing and Replacement Cedars Nursing Care Center Inc 630 Ocean Avenue Portland ME 04103 010211517 501(c)(3) 10000 Expansion of Mindful Connections: A Community-Based Group for Individuals with Early to Moderate Memory Loss Maine Historical Society 489 Congress St Portland ME 04101 010211530 501(c)(3) 15000 Northern Threads: Two Centuries of Dress at Maine Historical Society Boys & Girls Clubs Of Southern Maine PO Box 7830 Portland ME 04112 010211543 501(c)(3) 49910 Reading Recovery Initiative Mount Desert Island Hospital 10 Wayman Lane Bar Harbor ME 04609 010211797 501(c)(3) 50000 Fixed-Place MRI Project Sweetser 50 Moody Street Saco ME 04072 010211807 501(c)(3) 20000 Sweetser's Curriculum Enrichment Project University of New England 716 Stevens Avenue Portland ME 04103 010211810 501(c)(3) 150000 Institute for Interprofessional Education and Practice St Joseph Hospital 360 Broadway Bangor ME 044020403 010212435 501(c)(3) 53710 Pinpoint Blue Hill Public Library Inc 5 Parker Point Rd Blue Hill ME 04614 010212602 501(c)(3) 15000 The Main Room Project: Adaptability and Design for Community Androscoggin Home Health Services Inc 15 Strawberry Avenue Lewiston ME 04240 010227184 501(c)(3) 42818 Identifying High-Risk Mainers with Predictive Analytics Who Would Benefit from Earlier Palliative Care Interventions Northern Light Blue Hill Hospital PO Box 931 Bangor ME 044020931 010227195 501(c)(3) 25000 Improved Technology for Better Outcomes: Hologic Selenia Dimensions 3-D Mammography Machine for Blue Hill Hospital Brick Store Museum 117 Main Street Kennebunk ME 04043 010238760 501(c)(3) 7125 Infrastructure Upgrades Ruggles House Society PO Box 116 Columbia Falls ME 046230116 010246546 501(c)(3) 9122 Ruggles House Roof Replacement and Exterior Paint Project Northern Light Health Home Care and Hospice 50 Foden Road South Portland ME 04106 010246804 501(c)(3) 40000 Home Telemonitoring for Economically Disadvantaged Mainers Maine Charitable Mechanic Association 519 Congress Street Portland ME 041013426 010248533 501(c)(3) 50000 Restoration and Repair of the Historic "Clerestory" Roof of Mechanics' Hall, Congress Street's Italianate Landmark Hubbard Free Library 115 Second St Hallowell ME 043471330 010248668 501(c)(3) 29121 Phase two of the Hubbard Library's energy efficiency improvements Bearnstow 84 Bearnstow Rd Mount Vernon ME 04352 010271792 501(c)(3) 10000 Year Three of 4-Year Bearnstow Restoration Childrens Center Early Intervention And Family Support 1 Alden Avenue Augusta ME 04330 010275447 501(c)(3) 100000 "Champion in EVERY Child" Children's Center Expansion Project Aroostook Mental Health Services Inc 180 Academy St Ste 3 Presque Isle ME 04769 010276859 501(c)(3) 100000 AMHC Expansion of Residential Adult Crisis Stabilization Unit in Aroostook County The Theater at Monmouth PO Box 385 Monmouth ME 04259 010287022 501(c)(3) 20000 Artist Housing Project: The Renovation of Toad Hall Final Phase Maine Family Planning PO Box 587 Augusta ME 043320587 010317679 501(c)(3) 20000 Primary Care Expansion in Aroostook County Maine Humanities Council 674 Brighton Ave Portland ME 041021012 010339295 501(c)(3) 7000 The Discussion Project Lovell Historical Society PO Box 166 Lovell ME 04051 010339744 501(c)(3) 10000 Restoration of the Second Floor of the Lovell Historical Society's Kimball-Stanford House Androscoggin Historical Society 2 Turner St Unit 8 Auburn ME 04210 010342762 501(c)(3) 6000 Catalog and Organize Storage for Archives and Artifacts not on Display Fifth Maine Regiment Museum PO Box 41 Peaks Island ME 041080041 010357895 501(c)(3) 10000 Fifth Maine Museum (FMM) 2022 Second Floor Window Restoration William A Farnsworth Library and Art Museum Inc 16 Museum Street Rockland ME 04841 010368070 501(c)(3) 20000 Olson House HSR (Historic Structure Report) Project Wendell Gilley Musem of Bird Carving 4 Herrick Rd Box 254 Southwest Hbr ME 046790254 010368574 501(c)(3) 20500 Collection Storage Expansion and Renovation Northern Light A R Gould Hospital 140 Academy Street Presque Isle ME 04769 010372148 501(c)(3) 50000 Northern Light AR Gould Hospital (NL ARG) Cardiac Telemonitoring Replacement and Expansion Boothbay Railway Village 586 Wiscasset Rd Boothbay ME 04537 010372829 501(c)(3) 25000 Railway Village Archival Building Historical Society of Wells and Ogunquit PO Box 801 Wells ME 040900801 010375785 501(c)(3) 13150 Meetinghouse Interior Painting & Restore Project Rangeley Friends of the Performing Arts Inc PO Box 333 Rangeley ME 049700000 010385416 501(c)(3) 20000 RFA Lakeside Theater facade and marquee improvement project Fort Kent Historical Society PO Box 181 Fort Kent ME 04743 010386599 501(c)(3) 35000 Daigle-Dube House foundation, roof, and porches restoration Central Maine Healthcare Corporation 300 Main Street Lewiston ME 04240 010386913 501(c)(3) 100000 CMH Cancer Care Center Mad Horse Theatre Company 24 Mosher St South Portland ME 04106 010422341 501(c)(3) 8463 Sound Design Improvements General Henry Knox Museum PO Box 326 Thomaston ME 048610326 010427323 501(c)(3) 20000 The General Henry Knox Museum Window Project Johnson Hall Performing Arts Center PO Box 777 Gardiner ME 043450777 010430677 501(c)(3) 50000 Renovation of the 1864 Johnson Hall Opera House Theater Cobscook Community Learning Center 10 Commissary Point Road Trescott TWP ME 04652 010449348 501(c)(3) 15000 Cobscook Experiential Programs: Growth, Equity, Access and Resilience During the Ongoing Pandemic Jobs for Maine's Graduates Inc 65 Stone Street Augusta ME 04330 010482628 501(c)(3) 30000 JMG's College Success Program in Southern Maine Portland Chamber Music Festival PO Box 15385 Portland ME 041125385 010484781 501(c)(3) 12500 2022 Concert Season and Strategic Initiatives Opera Maine PO Box 7733 Portland ME 04092 010496860 501(c)(3) 10000 The Elixir of Love by Gaetano Donizetti Sorrento Public Library Corporation PO Box 54 Sorrento ME 04677 010497094 501(c)(3) 10000 Sorrento Public Library: Historic Building Renovations Waterville Regional Arts and Community Center 10 Water St Ste 106 Waterville ME 04901 010505433 501(c)(3) 50000 Waterville Downtown Arts Center Friends of Cumston Hall PO Box 394 Monmouth ME 04259 010509117 501(c)(3) 10000 McCabe Lighting Upgrade Center Theatre Inc 20 E Main St Dover Foxcroft ME 044261414 010520096 501(c)(3) 15000 Digital Projector Upgrade Opera House Arts PO Box 56 Stonington ME 046810056 010526734 501(c)(3) 10000 Expanding our production capabilities with a new modern lighting control console Arts Center at Kingdom Falls 256 High Street Belfast ME 04915 010528831 501(c)(3) 15000 Glassblowing elective class at Waterfall Arts for BAHS students in the 2021/22 school year Salt Bay Chamberfest PO Box 1268 Damariscotta ME 04543 010533841 501(c)(3) 10000 Doors Open! Salt Bay Chambefest's 2021 Festival Trekkers Inc 325 Old County Rd Rockland ME 04863 010537500 501(c)(3) 15000 Uplifting the Aspirations of Rural Youth: Direct Youth Mentoring Program Challenger Learning Center of Maine 30 Venture Way Bangor ME 04401 010542376 501(c)(3) 25000 Maine Mice in Space Portland Public Library 5 Monument Square Portland ME 041014017 016000802 501(c)(3) 30000 Updating the lighting in the Library's Rines Auditorium to serve as a cultural meeting place Ogunquit Museum of American Art PO Box 815 Ogunquit ME 03907 016010628 501(c)(3) 25000 Windows to the Future Deer Isle-Stonington Historical Society PO Box 652 Deer Isle ME 04627 016013511 501(c)(3) 20000 Renovation and Expansion of Archival Storage Space Bay Chamber Concerts and Music School PO Box 599 Rockport ME 04856 016023519 501(c)(3) 10000 Bay Chamber Concerts Screen Door Summer Music Festival Milestone Foundation Inc 65 India Street Portland ME 04101 016024344 501(c)(3) 10000 Remote Recovery Infrastructure Peninsula Ambulance Corps PO Box 834 Blue Hill ME 04614 016028972 501(c)(3) 16889 Increasing Efficiency, Effectiveness, and Safety of Patients and EMS Personnel North Yarmouth Historical Society 10 Village Square Rd North Yarmouth ME 04097 016046644 501(c)(3) 25000 Old Town House is Moving Into the Future Capital Campaign Wentworth-Douglass Hospital 789 Central Ave Dover NH 03820 020260334 501(c)(3) 25000 Enhancing Heart Failure Patients' Care through Life-Saving Remote Monitoring Technology Charles A Dean Memorial Hospital and Nursing Home 364 Pritham Avenue Greenville ME 044417214 043341666 501(c)(3) 75000 Northern Light CA Dean - A Moosehead Legacy: Preserving the Promise Virginia Project Inc PO Box 231 Bath ME 04530 043364532 501(c)(3) 10000 Virginia Pre-Commissioning Package Hurricane Island Outward Bound School PO Box 800 Camden ME 04843 046089174 501(c)(3) 10000 The Thriving Classroom: Supporting Students' Social, Emotional, and Academic Growth A Company of Girls PO Box 7527 Portland ME 04112 050631726 501(c)(3) 10000 Arts-Based Empowerment, Leadership & Resiliency Afterschool Programming for Underserved Girls Penobscot Community Health Center 103 Maine Ave Bangor ME 044014330 010514750 501(c)(3) 22840 Infant Hearing Tests - Enabling Continued Service to Central and Northern Maine Schoodic Arts for All 427 Main St Winter Harbor ME 046933228 010532230 501(c)(3) 10000 The New 3Rs at an Old Schoolhouse: Renovations, Resources, and Revenue Charlotte Hobbs Memorial Library PO Box 105 Lovell ME 040510105 016021794 501(c)(3) 20000 Exterior Building Repainting, Main Street Porch & Foundation Stabilization and Repair Midcoast Youth Theater PO Box 43 Brunswick ME 040110043 161666378 501(c)(3) 10000 Midcoast Youth Theater's Return To The Stage! Tate House Museum 1267 Westbrook St Portland ME 04102 201283552 501(c)(3) 20000 Updated Gutter and Downspout System and Improved Drainage at Tate House Apex Youth Connection PO Box 783 Biddeford ME 04005 203684834 501(c)(3) 10301 Increasing access to education through mentorship, engagement, and aspirations-building Aroostook Arts And Education Center PO Box 1252 Presque Isle ME 04769 205036371 501(c)(3) 20000 Expand After School and Summer Arts Programs to Area Youth Regardless of Ability to Pay MaineHealth Care at Home 15 Industrial Park Rd Saco ME 04072 222571902 501(c)(3) 17000 Lifeline Alert Systems for Homebound Hospice Patients Maine Alliance for Arts Education PO Box 872 Augusta ME 04332 222710493 501(c)(3) 10000 Expanding the Pilot: County-wide Group Theater Integration Training for English Teachers in Washington County (WaCo) Deertrees Theatre Limited 156 Deertrees Rd Harrison Road ME 04040 222930292 501(c)(3) 10000 Light Project Maine Mathematics and Science Alliance PO Box 2246 Augusta ME 04338 223181644 501(c)(3) 7500 Increasing Equitable Access to STEM Learning in Maine Lincolnville Historical Society PO Box 204 Lincolnville ME 04849 223263511 501(c)(3) 28200 Beach Schoolhouse Restoration Project: Preserving the Past, Creating Our Future Literacy Volunteers of America - Bangor Maine 354 Hogan Road Bangor ME 04401 237409749 501(c)(3) 7000 Teach One, Reach One: Rebuilding a community-based program in a post-pandemic environment Maine Academy of Modern Music 125 Presumpscot St Unit 14 Portland ME 04013 260835852 501(c)(3) 6000 Making Music at the Children's Museum and Theater of Maine (CMTM) Hurricane Island Foundation PO Box 1280 Rockland ME 048411280 263511908 501(c)(3) 50000 Hurricane Island Bunkhouse Sprinkler System Project Foundation for Maine's Community Colleges 54 Lighthouse Cir S Portland ME 041061661 271363414 501(c)(3) 60590 Washington County Community College Photovoltaic Panel System for Solar Energy Training Lets Get Ready Inc 89 South St Ste 104 Boston MA 02111 311698832 501(c)(3) 50000 Let's Get Ready & Southern Maine Community College Success Program Partnership Greenville Junction Depot Friends PO Box 16 Greenville ME 04441 352398137 501(c)(3) 35000 Depot Freight Shed Interior Construction and Remodeling Friends of Soldiers Memorial Library 85 Main Street Hiram ME 04041 452866183 501(c)(3) 6500 Arts Center at 8 Hancock Main Floor Third Exit to Improve Safety and Convenience Wood Island Life Saving Station Association PO Box 11 Kittery Point ME 03905 453543669 501(c)(3) 25000 Wood Island Station Restoration, Phase Six - "the shortest short haul railway in New England" Tree Street Youth 144 Howe Street Lewiston ME 04240 460942854 501(c)(3) 15000 Tree Street Pre-K Bridge Program Friends of Congress Square Park PO Box 5056 Portland ME 041010756 463549049 501(c)(3) 7500 2022 In the Square Programming IXplore STEM 1 Coveside Ln Yarmouth ME 04096 472181601 501(c)(3) 9675 Bio-Technology Education and Resource Program (Bio-Tech Ed) Porter Memorial Library 92 Court St Machias ME 04654 510183477 501(c)(3) 15000 Chimney repair Gardiner Library Association 152 Water Street Gardiner ME 04345 510201464 501(c)(3) 14000 Exterior trim painting Wesserunsett Arts Council PO Box 94 Skowhegan ME 04947 521649281 501(c)(3) 20000 Skowhegan Opera House Revitalization Nasson Center Redevelopment Inc 457 Main Street Springvale ME 04083 743029645 501(c)(3) 9000 Sound and Technical Equipment for Little Theatre Telling Room 225 Commercial St Ste 201 Portland ME 041016605 743136956 501(c)(3) 15000 Support for the 2021-22 Anthology Project - Theme: MYSTERY Western Maine Play Museum PO Box 1161 Wilton ME 04924 800959538 501(c)(3) 25000 Western Maine Play Museum Pavillion Millay House Rockland PO Box 831 Rockland ME 04841 815364939 501(c)(3) 20000 Rehabilitation of the South Side of Millay House, a Double House at 198-200 Broadway, Rockland Unity Public Library PO Box 338 Unity ME 04988 861364165 501(c)(3) 15000 The Children's Room at the Unity Public Library 96 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 50862 0 0 0 0 0 3569 0 4043 0 58474 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 - $50,862 and Benefits $4,043. These amounts are included in the amounts listed on Part II. Form 990, Part VI, Section A, Line 2 Trustees Rebekah Bucci, David Bucci, and Colleen Bucci Liddy 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. MaineHealth dba Maine Medical Center 22 Bramhall St Portland ME 04102 010238552 Acute Care Hospital ME 501(c)(3) Line 3 N/A 0 PORTLAND MAINE SYMPHONY ORCHESTRA PO BOX 3573 PORTLAND ME 041043573 016006058 SYMPHONY ORCHESTRA ME 501(c)(3) Line 7 N/A 0 UNIVERSITY OF NEW ENGLAND 11 HILLS BEACH RD BIDDEFORD ME 04005 010211810 UNIVERSITY ME 501(c)(3) Line 2 N/A 0 PORTLAND MUSEUM OF ART 7 CONGRESS SQUARE PORTLAND ME 04101 010378420 EDUCATIONAL MUSEUM ME 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