2021-10-22T13:30:07-05:00 2020-12-31 010523282 Berry Dunn McNeil & Parker LLC PO BOX 1100 Portland ME 041041100 990 2020-01-01 042864042 Davis Educational Foundation DAVI 2078469132 30 Forest Falls Drive No 5 Yarmouth ME 04096 Yvonne B Mumme Chief Finance and Admin Officer 2078469132 2021-10-20 1 Yvonne Mumme 999009999 Joseph R Byrne P01289281 2077752387 2021-10-20 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Yvonne B Mumme 30 Forest Falls Drive No 5 Yarmouth ME 04096 18021687 0 X davisfoundations.org X 1985 MA Awards Grants 6 6 5 1 7892 6892 0 0 0 0 -503335 3859473 197416 208205 -305919 4067678 2509133 6310505 0 0 572701 622546 0 0 0 497834 524755 3579668 7457806 -3885587 -3390128 111921358 118032353 1971792 2512843 109949566 115519510 To strengthen the undergraduate programs of public and private, regionally accredited baccalaureate degree granting colleges and universities located in New England through grants. 0 0 6679959 6310505 18490 Grants made to colleges and universities in New England from organization assets, including direct investment related costs. See Schedule I for 2020 grants approved. 6679959 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 5 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 MA CA X Yvonne Mumme 2078469132 30 Forest Falls Drive No 5 Yarmouth ME 04096 Leanne Greeley Bond Director of Grants & Programs 40.00 0.00 X 120239 0 21356 Yvonne B Mumme Chief Finance & Admin. Officer 40.00 0.00 X 120312 0 14482 Edward MacKay Chairman 12.00 0.00 X X 40000 0 0 Sister M Therese Antone Trustee 8.00 0.00 X 25000 0 0 Richard W Cost Trustee 8.00 0.00 X 25000 0 0 Richard Freeland Trustee 8.00 0.00 X 25000 0 0 Judith B Wittenberg Trustee 8.00 0.00 X 25000 0 0 Peter K Davis Trustee 8.00 0.00 X 0 0 0 380551 0 35838 2 0 0 0 Wellington Management Company 280 Congress Street Boston MA 02210 Investment Consulting 119269 1 507297 7892 499405 17306185 13954009 3352176 3352176 3352176 Management Fees 900099 189715 189715 Prior Year Grant Recovery 900099 18490 18490 208205 4067678 18490 7892 4041296 6310505 6310505 274704 119000 155704 279358 177208 102150 15603 14413 1190 22066 11605 10461 30815 13302 17513 22586 22586 10442 10442 433481 433481 10087 7423 2664 8479 7389 1090 17136 12086 5050 1126 1041 85 496 496 1745 1244 501 UBI Taxes 12979 12979 Dues 5064 3789 1275 Miscellaneous 1134 458 676 7457806 6679959 777847 0 725442 3366821 80746556 81437237 30398321 33175481 51039 52814 111921358 118032353 58640 87527 1875001 2385546 38151 39770 1971792 2512843 X 109949566 115519510 109949566 115519510 111921358 118032353 -3390128 8960072 0 X 0 1 X 1 0 X X 3 Wellesley College 042103637 2 1 25000 0 Northeastern University 041679980 2 1 25000 0 University System of New Hampshire 026000937 2 1 300000 0 3 350000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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. 0 LLC and Limited Partnership Interests 33175481 F 33175481 Due To Related Parties 39770 39770 12390297 8960072 4233 8964305 3425992 433481 208205 641686 4067678 6820353 4233 4233 6816120 433481 208205 641686 7457806 Part XI, Line 2d - Other Adjustments: FFCRA Tax Credit 4,233. Part XI, Line 4b - Other Adjustments: Management Fees 189,715. Prior Year Grant Recovery 18,490. Part XII, Line 2d - Other Adjustments: FFCRA Tax Credit 4,233. Part XII, Line 4b - Other Adjustments: Management Fees 189,715. Prior Year Grant Recovery 18,490. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investments 8683280 0 0 0 0 0 0 8683280 0 8683280 1 0 1 0 0 0 Part III Accounting Method: 1 Albertus Magnus College 700 Prospect Street New Haven CT 06511 060646520 501(c)(3) 25000 Developing Online Teaching Supports Anna Maria College 50 Sunset Lane Paxton MA 016121198 042002060 501(c)(3) 25000 Faculty Peer Mentors for Digital Teaching Babson College 231 Forest Street Babson Park MA 024570311 042103544 501(c)(3) 25000 Classroom Equipment for Distance Learning Bates College 2 Andrews Road Lewiston ME 04240 010211781 501(c)(3) 25000 Distance Learning Technology Becker College 61 Sever Street Worcester MA 01609 042108346 501(c)(3) 25000 Faculty Online Teaching Support Bennington College One College Drive Bennington VT 052016001 030179414 501(c)(3) 25000 Classroom Upgrades for Hybrid Teaching Bentley University 175 Forest St Waltham MA 024524713 041081650 501(c)(3) 25000 Faculty Digital Innovators Boston Architectural College 320 Newbury Street Boston MA 021152703 042271070 501(c)(3) 25000 Faculty Development for Online Teaching Boston Library Consortium 745 Atlantic Avenue 8th Floor Boston MA 02111 042605198 501(c)(3) 10000 Open Textbook Library Review Bowdoin College 5700 College Station Brunswick ME 040118448 010215213 501(c)(3) 25000 Online Teaching Development Brandeis University 415 South Street Waltham MA 02453 042103552 501(c)(3) 25000 Hybrid Teaching Institute Bridgewater State University 131 Summer Street Bridgewater MA 02325 046002284 Massachusetts 25000 Online Teaching Resources Brown University One Prospect Street Box 1893 Providence RI 02912 050258809 501(c)(3) 25000 Course Design Institute Bryant University 1150 Douglas Pike Smithfield RI 029171284 050258810 501(c)(3) 25000 Supporting Hybrid-Flex Model Vermont State College System Castleton University 62 Alumni Drive Castleton VT 05735 030213787 Vermont 25000 Summer Institute for Online Teaching Central Connecticut State University 1615 Stanley Street New Britain CT 06050 061303381 Connecticut 150000 Improving and Expanding Campus-Wide General Education Assessment Clark University 950 Main Street Worcester MA 016101477 042111203 501(c)(3) 25000 Faculty Training and Professional Development Software Colby College 4342 Mayflower Hill Waterville ME 04901 010211497 501(c)(3) 25000 Undergraduate Learning Assistants Colby-Sawyer College 541 Main Street New London NH 03257 020222120 501(c)(3) 219583 Vocation and Practice Integration in the Curriculum Colby-Sawyer College 541 Main Street New London NH 03257 020222120 501(c)(3) 25000 Videoconferencing and Technology Upgrades College of Our Lady of the Elms 291 Springfield Street Chicopee MA 010132839 042225850 501(c)(3) 240000 Experiential Learning Mastering Success - Real World Ready! Learning Initiative College of the Holy Cross One College Street Worcester MA 016102395 042103558 501(c)(3) 25000 Enhancing LMS Infrastructure and Faculty Professional Development Colleges of the Fenway c/o MassArt 621 Huntington Ave Boston MA 02215 113682703 501(c)(3) 29500 Health Care Design Program Connecticut College 270 Mohegan Avenue New London CT 063204196 060646587 501(c)(3) 22410 Intensive Online Course Development Curry College 1071 Blue Hill Avenue Milton MA 02186 042199867 501(c)(3) 129038 Building a Sustainable Simulated Participant Program for a Simulation-Based Education Curry College 1071 Blue Hill Avenue Milton MA 02186 042199867 501(c)(3) 25000 Classroom Audiovisual Upgrades Dartmouth College 207 Parkhurst Hall Hanover NH 03755 020222111 501(c)(3) 25000 Faculty Development for Online Student Engagement Eastern Connecticut State University 83 Windham Street Willimantic CT 06226 061277820 501(c)(3) 244737 Implementation of New Learning Outcomes in the Liberal Arts Core Eastern Connecticut State University 83 Windham Street Willimantic CT 06226 061277820 501(c)(3) 25000 Training and Equipment for Faculty Development Emmanuel College 400 The Fenway Boston MA 02115 042105769 501(c)(3) 22400 Zoom License and Hybrid Course Development Endicott College 376 Hale Street Beverly MA 01915 042103567 501(c)(3) 25000 Faculty Institutes and Other Development Endicott College 376 Hale Street Beverly MA 01915 042103567 501(c)(3) 113762 News and Information Literacy Fairfield University 1073 North Benson Road Fairfield CT 068245195 060646623 501(c)(3) 25000 Developing Online Rubrics and Student Orientation Fitchburg State University 160 Pearl Street Fitchburg MA 014202697 046002284 501(c)(3) 25000 Open Educational Resources Faculty Committee Fitchburg State University 160 Pearl Street Fitchburg MA 014202697 046002284 501(c)(3) 250859 Building a Comprehensive Model of Career Advising Framingham State University 100 State Street PO Box 9101 Framingham MA 017019101 046002284 501(c)(3) 24320 Access to Quality Matters Framework Franklin W Olin College of Engineering Olin Way Needham MA 024921200 061519057 501(c)(3) 25000 Faculty Course Redevelopment and Workshops Gordon College 255 Grapevine Road Wenham MA 019841899 042104258 501(c)(3) 25000 Instructional Designer and Professional Development University System of New Hampshire Granite State College 25 Hall Street Concord NH 03301 026000937 New Hampshire 25000 Faculty Development Micro-credential Hampshire College 893 West Street Amherst MA 01002 046130872 501(c)(3) 25000 Faculty Development and Remote Learning Support Johnson & Wales University 8 Abbott Park Place Providence RI 02903 050306206 501(c)(3) 25000 Train the Trainer Approach to LMS Development University System of New Hampshire Keene State College 229 Main Street Keene NH 03435 026000937 New Hampshire 25000 Faculty Professional Development and Technology Resources University System of New Hampshire Keene State College 229 Main Street Keene NH 03435 026000937 New Hampshire 50000 Empowering Students to Design Integrated Learning Pathways Using the College-Wide Learning Outcomes Framework Laboure College 303 Adams Street Milton MA 02186 042134818 501(c)(3) 25000 Remote Teaching Support for Nursing and Other Faculty Lasell University 1844 Commonwealth Ave Newton MA 024662709 042103585 501(c)(3) 142655 LCMC Collaborative Programs Initiative - Phase 2: Scaling Lasell University 1844 Commonwealth Ave Newton MA 024662709 042103585 501(c)(3) 289175 Career Readiness Through Connected Learning Lasell University 1844 Commonwealth Ave Newton MA 024662709 042103585 501(c)(3) 25000 Student Online and Hybrid Learning Support University of Maine System University of Southern Maine Fiscal Sponsor fo Attn Research Service Center P O Box 9300 Portland ME 041049300 016000769 Maine 102782 Fusion Online Service Learning Project Maine College of Art 522 Congress Street Portland ME 041013378 010378758 501(c)(3) 25000 Instructional Designer and Webinar Development Maine College of Art 522 Congress Street Portland ME 041013378 010378758 501(c)(3) 103500 A New Learning Initiative for Student Success Maine Maritime Academy One Pleasant Street Castine ME 04420 016000724 501(c)(3) 25000 Consulting and Training for Online Teaching Merrimack College 315 Turnpike Street North Andover MA 01845 042103731 501(c)(3) 25000 Faculty Ambassador Program Mount Holyoke College 50 College Street South Hadley MA 010751496 042103578 501(c)(3) 25000 Software and Videoconferencing Equipment New England College 98 Bridge Street Henniker NH 032423298 020223955 501(c)(3) 24875 Digital Collaboration Software Nichols College 124 Center Road Box 5000 Dudley MA 015715000 042104778 501(c)(3) 25000 Faculty Trainings and Classroom Technology for Remote Technology Northeastern University 360 Huntington Avenue Boston MA 02115 041679980 501(c)(3) 25000 NU Start Norwich University 158 Harmon Drive Northfield VT 05663 030179424 501(c)(3) 9783 Technology for Online Learning Support Norwich University 158 Harmon Drive Northfield VT 05663 030179424 501(c)(3) 138917 Building a Humanities-Centered Interdisciplinary Curriculum to Foster Citizen Scholars Norwich University 158 Harmon Drive Northfield VT 05663 030179424 501(c)(3) 10000 Financial Literacy Program University System of New Hampshire Plymouth State University 17 High Street MSC 51 Plymouth NH 03264 026000937 New Hampshire 25000 Online Teaching Curriculum Providence College 1 Cunningham Square Providence RI 02918 050258932 501(c)(3) 25000 Staffing and Technology for Impactful Online Teaching Quinnipiac University 275 Mt Carmel Avenue Hamden CT 06518 060646701 501(c)(3) 25000 Teaching and Learning Bootcamps Rhode Island School of Design 2 College Street Providence RI 029032786 050258956 501(c)(3) 25000 Visual Collaboration Software Rivier University 420 Main Street Nashua NH 030605086 020223339 501(c)(3) 25000 Outfitting Classrooms for Remote Learning Roger Williams University One Old Ferry Road Bristol RI 028092921 050277222 501(c)(3) 25000 Synchronous Learning Technology Roger Williams University One Old Ferry Road Bristol RI 028092921 050277222 501(c)(3) 207049 Advancing a Community Engaged Core Curriculum Roger Williams University One Old Ferry Road Bristol RI 028092921 050277222 501(c)(3) 2500 Financial Literacy and Value Focus Groups Sacred Heart University 5151 Park Avenue Fairfield CT 06825 660776644 501(c)(3) 25000 SHU-Flex Course Delivery Model Saint Anselm College 100 Saint Anselm Drive Manchester NH 031021310 020222182 501(c)(3) 25000 Faculty Development Plan for Alternative Instruction Modes Saint Michael's College One Winooski Park Box 251 Colchester VT 05439 030179403 501(c)(3) 25000 Technology Planning and Investments Salve Regina University 100 Ochre Point Avenue Newport RI 028404192 050259080 501(c)(3) 303075 Aligning Curriculum, Mission, and Teaching through Targeted High-Impact Practices Salve Regina University 100 Ochre Point Avenue Newport RI 028404192 050259080 501(c)(3) 25000 Implementing a Flexible Teaching and Learning Model Smith College 10 Elm Street Northampton MA 01063 041843040 501(c)(3) 25000 Technology to Enhance Teaching Southern Connecticut State University 501 Crescent Street New Haven CT 065151355 061363115 501(c)(3) 25000 Digital Field Placements Southern New Hampshire University 2500 North River Road Manchester NH 031061045 020274509 501(c)(3) 184000 The Center for Project Based-Learning Southern New Hampshire University 2500 North River Road Manchester NH 031061045 020274509 501(c)(3) 10000 Retention and Persistence Analysis and Interventions Sterling College 16 Sterling Drive Craftsbury Common VT 05827 030197728 501(c)(3) 25000 Technology Upgrades for Remote and Hybrid Instruction Stonehill College 320 Washington St Easton MA 023576110 042104229 501(c)(3) 25000 Faculty Learning Community Facilitators Suffolk University 8 Ashburton Place Boston MA 02108 042133255 501(c)(3) 25000 Faculty Fellows in Multi-Modal Learning Thomas College 180 West River Road Waterville ME 04901 010563385 501(c)(3) 25000 Faculty Professional Development Workshops Trinity College 300 Summit Street Hartford CT 061063100 060646927 501(c)(3) 20000 Remote Delivery of Introductory Physics Tufts University 80 George Street Medford MA 02155 042103634 501(c)(3) 153968 Faculty Awakenings in a Time of Crisis Unity College 90 Quaker Hill Road Unity ME 04988 010275130 501(c)(3) 25000 Sustainable Education Business Unit in Hybrid Learning University of Maine System University of Maine 5703 Alumni Hall Ste 101 Orono ME 044695703 016000769 501(c)(3) 25000 Faculty-Led Remote Learning Initiatives University of Maine System 15 Estabrook Dr Orono ME 04469 016000769 501(c)(3) 297000 Creating Culture Change through Collaboration University of Massachusetts System One Beacon Street Floor 33 Boston MA 02108 043167352 501(c)(3) 100000 Payroll Shared Services Design and Implementation Project University of New Hampshire 51 College Rd Durham NH 038243585 026000937 501(c)(3) 25000 Online Resource Hub University of New Haven 300 Boston Post Road West Haven CT 06516 060761704 501(c)(3) 234457 Transforming Courses Through Open Pedagogy University of Rhode Island 79 Upper College Road Kingston RI 02881 056014351 501(c)(3) 25000 New Faculty Teaching and Learning Orientation University of Saint Joseph 1678 Asylum Avenue West Hartford CT 061172700 060646829 501(c)(3) 25000 Hybrid Flexible Pedagogy Workshops University of Saint Joseph 1678 Asylum Avenue West Hartford CT 061172700 060646829 501(c)(3) 96970 Universal Design for Learning Initiative University of Maine System University of Southern Maine P O Box 9301 Portland ME 041049301 016000769 501(c)(3) 10000 Open Educational Resources Initiatives University of Vermont 85 South Prospect Street 353 Waterman Building Burlington VT 054050160 030179440 501(c)(3) 126200 The Catamount Core: Implementing Mission-Driven General Education University of Vermont 85 South Prospect Street 353 Waterman Building Burlington VT 054050160 030179440 501(c)(3) 25000 Undergraduate Teaching Assistant Project University System of New Hampshire 5 Chenell Drive Concord NH 03301 026000937 New Hampshire 300000 Finance & Administrative Organizational Restructure Phase 3 Vermont State Colleges System Vermont Technical College 124 Admin Dr Randolph Center VT 05061 030213787 Vermont 25000 Hybrid and Remote Classes and Labs Wellesley College 106 Central Street Wellesley MA 024818203 042103637 501(c)(3) 25000 Faculty Development and Remote Learning Technologies Wentworth Institute of Technology 550 Huntington Avenue Boston MA 021155998 041958460 501(c)(3) 17990 Supporting Applied Mathematics Faculty Wesleyan University 237 High Street Middletown CT 064590290 060646959 501(c)(3) 69000 Ideals into Practice Wesleyan University 237 High Street Middletown CT 064590290 060646959 501(c)(3) 25000 Developing Online and Hybrid Course Materials Western New England University 1215 Wilbraham Road Springfield MA 011192684 042108376 501(c)(3) 25000 Training and Equipment for Distance Learning Wheaton College 26 East Main Street Norton MA 027660930 042103638 501(c)(3) 200000 Implementing a New Core Curriculum: Combining Tradition with Preparation for the Future Wheaton College 26 East Main Street Norton MA 027660930 042103638 501(c)(3) 25000 Professional Development Workshops Worcester Polytechnic Institute 100 Institute Road Worcester MA 016092280 042760551 501(c)(3) 25000 Faculty Champions for Online Learning 85 0 Part I, Line 2: The Organization conducts site visits for colleges/universities seeking funding and requires progress and completion reports from the grantee. Form 990, Part VI, Section A, line 4 During 2020, the Organization removed Dartmouth College as a Representative Supported Organization and added Univeristy System of New Hampshire and Northeastern University. Form 990, Part VI, Section A, line 8b There are no committees with 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 audited 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 prepared 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. Form 990, Part VI, Section B, line 12c The trustees disclose potential conflicts of interest annually. The disclosures are identified on a conflict of interest disclosure form. At the time the form is completed, the trustees discuss the disclosures to ensure no conflicts of interest exist. Trustees abstain from voting if a conflict exists. Form 990, Part VI, Section B, line 15 Employee performance and salary reviews are conducted annually on the anniversary of employment and consist of: a performance review, a determination of whether the employee's salary is consistent within the industry, and a determination as to whether the yearly increases reflect merit, inflation, and/or changes of responsibilities. The employee will provide a narrative of accomplishments over the past year and a description of goals for the upcoming year. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Page 7, Part VII: Five of six trustees of the Davis Educational Foundation receive trustee fees annually. Peter Davis is a family member and does not receive any compensation from the Foundation in any form. The Davis Educational Foundation supports payment of trustee fees because of the significant work necessary when evaluating applicants. The trustees conduct site visits for colleges/universities seeking funding, and therefore, they travel throughout New England. Site visits are conducted by trustees in order to properly evaluate the grantee applications. The Organization contends that these payments do not impair the independence of its trustees. Schedule A, Part I, Line 11: Per the declaration of trust, a majority of the trustees shall be appointed by the representative supported organization. The trustees determine the recipients of the Davis Educational Foundation grants each year. Wellesley College 106 Central Street Wellesley MA 024818203 042103637 Educational Institution MA 501(c)(3) Line 2 N/A 0 Northeastern University 716 Columbus Ave Boston MA 02120 041679980 Educational Institution MA 501(c)(3) Line 2 N/A 0 University System of New Hampshire 5 Chenell Drive Suite 301 Concord NH 03301 026000937 Educational Institution NH N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0