2021-11-04T15:17:06-07:00 2020-12-31 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2020-01-01 010390443 DAVIS FAMILY FOUNDATION DAVI 2078469132 30 Forest Falls Dr Ste 5 Yarmouth ME 04096 Yvonne Mumme Chief Finance and Admin. Officer 2078469132 2021-11-01 1 Joseph R Byrne P01289281 2077753287 2021-11-01 1 11 1 AAL2 2020 2022-09-23 18:48:47Z Yvonne Mumme 30 Forest Falls Dr Ste 5 Yarmouth ME 04096 36301195 0 X www.davisfoundations.org X 1983 ME Award Grants 8 8 0 3 0 0 0 0 0 0 3331320 4456780 5000 7101 3336320 4463881 2294075 1843690 0 0 82976 86209 0 0 0 408231 322075 2785282 2251974 551038 2211907 76068964 82977016 23334 50663 76045630 82926353 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 1979847 1843690 7101 Grants allocated in support of 501(c)(3) & governmental organizations. See Schedule I for 2020 grants approved. 0 0 0 1979847 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 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 10 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 48449 0 7760 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 2 0 X 0 0 0 Colleen Bucci Liddy Trustee 2 0 X 0 0 0 78449 0 7760 0 0 0 1 Prio Wealth 265 Franklin St Suite 2001 Boston MA 02110 Investment Management 100627 1 0 0 1006591 0 0 1006591 0 0 0 0 0 0 0 0 0 0 35287503 0 31837314 0 3450189 0 3450189 0 0 3450189 Prior period grant recovery 900099 7101 7101 0 0 0 0 0 0 7101 4463881 7101 0 4456780 1843690 1843690 0 0 0 0 0 0 86209 32621 53588 79242 71834 7408 4600 4600 194153 194153 6170 3781 2389 10042 8377 1665 17301 11766 5535 247 198 49 297 256 41 1579 835 744 Dues 7896 6489 1407 Miscellaneous Expenses 548 0 548 0 2251974 1979847 272127 0 57994 62247 546213 971098 2329 58003358 64490058 17432178 17329687 29221 121597 76068964 82977016 23334 50663 23334 50663 X 76045630 82926353 0 0 76045630 82926353 76068964 82977016 2211907 4668816 0 0 0 0 X 0 1 X 1 0 X X 4 Maine Medical Center 010238552 3 1 0 0 Portland Symphony Orchestra 016006058 7 1 0 0 University of New England 010211810 2 1 0 0 Portland Museum of Art 010378420 7 1 15000 0 4 15000 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 17329687 F 17329687 8931142 4668816 0 0 0 4668816 4262326 194454 7101 201555 4463881 2050419 0 0 0 0 0 2050419 194454 7101 201555 2251974 Schedule D, Part XI, Line 4b Recoveries of prior year grants. Schedule D, Part XII, Line 4b Recoveries of prior year grants 1 Friends of Seguin Island 72 Front Street Suite 3 Bath ME 04530 010420547 501(c)(3) 5400 Seguin Island Museum Portland Lyric Theater 176 Sawyer Street South Portland ME 04106 237376760 501(c)(3) 5940 Lyric Music Theater Auditorium Balcony Structural Repair McArthur Public Library 270 Main Street Biddeford ME 04005 010211533 501(c)(3) 6000 Reopening Projects and Direct Patron Services (COVID 19) LA Arts 221 Lisbon Street Lewiston ME 04240 010391208 501(c)(3) 6200 LA Arts Gallery Improvement Project History House Association Inc PO Box 832 66 Elm Street Skowhegan ME 04976 010217324 501(c)(3) 7000 Wabanaki Voices: Connecting Past, Present, Future Denmark Arts Center 50 West Main Street PO Box 813 Denmark ME 04022 223320354 501(c)(3) 7000 0 Growing Arts in Denmark; Affordable, Accessible, Absorbing! Palaver Strings 45 Exchange St 300E Portland ME 04101 474914834 501(c)(3) 7000 Palaver Music Center Strings Program Indigo Arts Alliance 60 Cove St Portland ME 04101 831809512 501(c)(3) 7500 Beautiful Blackbird Children's Book Festival and Series: Celebrating Writers Across the African Diaspora Sullivan-Sorrento Historical Society PO Box 44 Sullivan ME 04664 237195825 501(c)(3) 8000 0 Urann Historic Home project Farmington Public Library 117 Academy Street Farmington ME 04938 016010068 501(c)(3) 8575 Protect the Passerby: Installing Snow Guards on the Roof Herring Gut Learning Center 59 Factory Lane Port Clyde ME 04855 233007187 501(c)(3) 9000 0 Fresh to Salt: Flowing Together Wayfinder Schools PO Box 555 Camden ME 04843 010217639 501(c)(3) 10000 Passages Program Portland Ballet Company 517 Forest Ave Ste 2 Portland ME 04101 010372997 501(c)(3) 10000 Victorian Nutcracker Renovations Farmington Historical Society PO Box 575 Farmington ME 04938 010377985 501(c)(3) 10000 Titcomb House Museum Expansion Maine State Ballet 348 US Route 1 Falmouth ME 04105 010420070 501(c)(3) 10000 Upgrading Lights in Maine State Ballet's Lopez Theater Oasis Health Network Inc 66 Baribeau Drive Ste 5B Box 1 Brunswick ME 04011 010497587 501(c)(3) 10000 Increasing Dental Access for Uninsured Adults Community Little Theatre Corp PO Box 262 Auburn ME 04212 016013228 501(c)(3) 10000 0 Emergency Repairs to Exterior Entrance Canopy Structures Penobscot Marine Museum 2 Church St PO Box 498 Searsport ME 04974 016015647 501(c)(3) 10000 Fowler-True-Ross House Restoration Maine Forest and Logging Museum PO Box 104 Bradley ME 04411 016019448 501(c)(3) 10000 Expanding, improving and maintaining access to under-utilized museum structures. Albion Public Library 18 Main St PO Box 355 Albion ME 049100355 016168280 501(c)(3) 10000 0 Albion Public Library Renovation and Addition Damariscotta Montessori School 93 Center Street Nobleboro ME 04555 200216368 501(c)(3) 10000 0 Outdoor Classroom and Garden Expansion Maine Robotics 167 Bennoch Rd Orono ME 04473 202639766 501(c)(3) 10000 0 Maine Robotics Equipment Upgrade Friends of Liberty Hall PO Box 22 Machiasport ME 04655 205821797 501(c)(3) 10000 Restoration of Liberty Hall's Rear Facade: Phase 3, part 2 Northeast Historic Film PO Box 900 Bucksport ME 04416 222823713 501(c)(3) 10000 Funding to Repair the Alamo Theatre Fly Loft Shalom House 106 Gilman Street Portland ME 04102 237119236 501(c)(3) 10000 Shalom House Art Program Belfast Area Child Care Services Inc 1025 Waterville Road Waldo ME 04915 237328966 501(c)(3) 10000 0 Install an energy-efficient propane heating system to replace an irreparable oil furnace Mayo Street Arts 10 Mayo Street Portland ME 04101 271461543 501(c)(3) 10000 Accessibility renovations including a wheelchair lift, front entrance, concessions area and welcome mural. ArtVan 10 State Road PMB 272 Bath ME 04530 452301696 501(c)(3) 10000 0 Art Bag Mobile Art Therapy Connections for Youth New England Steam Corporation PO Box 302 Winterport ME 04496 461459338 501(c)(3) 10000 Locomotive 470 Tender Spring Replacement The Eastport Arts Center 36 Washington St PO Box 153 Eastport ME 04631 010436739 501(c)(3) 10500 Facing the Future: New Entrance is Top Need to Enter the New Norm Kezar Falls Circulating Library 2 Wadleigh Street PO Box 11 Parsonsfield ME 04047 010365890 501(c)(3) 12000 0 Window Restoration Project 2020 Robbinston Historical Society PO Box 34 Robbinston ME 04671 010531359 501(c)(3) 12000 0 Grace Chapel Rehabilitation Lincoln County Historical Association Inc PO Box 61 Wiscasset ME 04578 010239808 501(c)(3) 13000 0 Interior Remediation and Restoration of the Museum and Old Jail in Wiscasset Apex Youth Connection PO Box 783 45 Granite Street Biddeford ME 04005 203684834 501(c)(3) 13346 0 School-based STEM and workplace readiness programs Southwest Harbor-Tremont Nursing Service 26 Village Green Way PO Box 437 Southwest Harbor ME 04679 010271579 501(c)(3) 14042 0 Handheld portable radio replacement. Fryeburg Academy 745 Main Street Fryeburg ME 04037 010211505 501(c)(3) 15000 2020 Campus Reopening Initiative During Covid Kennebec Behavioral Health 67 Eustis Parkway Waterville ME 04901 010265559 501(c)(3) 15000 Home & Community-Based Treatment Program Portland Museum of Art 7 Congress Sq Portland ME 04101 010378420 501(c)(3) 15000 PMA Payson Building Accessibility Project Gulf of Maine Research Institute 350 Commercial Street Portland ME 04101 010504905 501(c)(3) 15000 Discovering a Digital Field Notebook to Foster Connected Learning Ecosystems Freedom Community Historical Society 52 Pleasant St Freedom ME 04941 010539071 501(c)(3) 15000 0 Keen Hall Restoration-Phase Three Phillips Historical Society Museum PO Box 216 8 Pleasant Street Phillips ME 04966 016029334 501(c)(3) 15000 0 Phillips Historical Society Essential Museum Maintenance and Repair for 2020 Fryeburg Rescue Association 89 Bridgton Rd Fryeburg ME 04051 043347500 501(c)(3) 15000 Lucas Device Purchase Mabel Wadsworth Women's Health Center 700 Mt Hope Ave Ste 420 Bangor ME 04401 222667466 501(c)(3) 15000 Primary Care Practice Improvements Curran Homestead Inc PO Box 107 Orrington ME 04474 223236711 501(c)(3) 15000 The Learning Barn: Re-Purposing Old Spaces for New Learning Places at 19th Century Curran Village Scribner's Mill Preservation Inc 244 Scribners Mills Rd Harrison ME 04040 510212076 501(c)(3) 15000 Construction of an Educational Exhibit Timber Framed Building Irish Heritage Center PO Box 7588 Portland ME 041127588 810546468 501(c)(3) 15000 Bell Tower Restoration Project Sandcastle Preschool Program Foundation Inc 72 Strawberry Ave Lewiston ME 04240 010506743 501(c)(3) 17000 Sandcastle Telehealth Expansion Bar Harbor Historical Society 127 West Street Bar Harbor ME 04609 010342596 501(c)(3) 20000 Preserving the Collection (Artifacts and Archives) Poland Spring Preservation Society PO Box 444 Poland Spring ME 04274 010347068 501(c)(3) 20000 0 All Souls Chapel Restoration Downeast Institute for Applied Marine Research and Education PO Box 83 39 Wildflower Ln Beals ME 04611 010452403 501(c)(3) 20000 Let's Find Out How to Learn From a Distance with DEI Museum L-A 35 Canal St Box A7 Lewiston ME 04240 010504257 501(c)(3) 20000 0 Bringing Museum L-A's Exhibits and Tours Online for All to Enjoy Rippleffect Inc PO Box 441 Portland ME 04112 010521260 501(c)(3) 20000 Rippleffect & Portland Middle School: All Students Outside Initiative Kennebec Valley Dental Coalition DBA Waterville Community Dental Center 2 Evergreen Dr Oakland ME 04963 010524329 501(c)(3) 20000 A New Model to Meet Children's Oral Health Needs in Maine's Rural Head Start Programs. Eastern Maine Children's Museum 74 Main Street Bangor ME 04401 010527022 501(c)(3) 20000 Discover From Home Pejepscot Historical Society 159 Park Row Brunswick ME 04011 016024157 501(c)(3) 20000 0 Restoration and Repair of Chimneys on Skolfield-Whittier House and Pejepscot Museum & Research Center Property Timelines Community Inc PO Box 11 Thorndike ME 04986 133888191 501(c)(3) 20000 Farwell Museum and General Store Spirit Series Inc 91 Sea Spray Reach Yarmouth ME 04096 203799463 501(c)(3) 20000 SPIRIT SERIES At Home Initiative Maine Media College 70 Camden St Rockport ME 04856 205933625 501(c)(3) 20000 Serving a broader and more diverse community through Digital Resources. Association Culturelle et Historique du Mont-Carmel PO Box 150 Lille ME 04746 222813830 501(c)(3) 20000 0 La Vie Encore Portland Community Squash 66 Noyes Street Portland ME 04103 462787590 501(c)(3) 20000 Portland Community Squash 2021 Program Support Through COVID-19 Boys & Girls Clubs of Kennebec Valley 14 Pray Street Gardiner ME 04345 600001275 501(c)(3) 20000 Boys & Girls Club of Kennebec Valley (BGCKV) Makerspace with STEAM Programming Saving Smiles of Maine PO Box 119 28 Smith Road Ste 1 Windsor ME 04363 721592162 501(c)(3) 20000 0 Saving Smiles for Miles Program - Teledentistry Millay House Rockland PO Box 831 Rockland ME 04841 815364939 501(c)(3) 20000 Rehabilitation of the interior of the Millay House Rockland, 198-200 Broadway Whitefield Library PO Box 5 Whitefield ME 04353 825446750 501(c)(3) 20000 Whitefield Library & Community Center Building Renovation Project Rice Public Library 8 Wentworth Street Kittery ME 03904 010215686 501(c)(3) 25000 Transforming the 19th Century Rice Building into a 21st Century Library: Community Room AV System Opportunity Alliance 50 Lydia Lane South Portland ME 04106 010274725 501(c)(3) 25000 Collective Action: Supporting Children's Social Emotional Learning and Mental Health Coastal Maine Botanical Gardens Inc 132 Botanical Gardens Drive Boothbay ME 04537 010476545 501(c)(3) 25000 The Great Story of the Little People and The Giant Trolls University of Maine 5703 Alumni Hall Ste 101 Orono ME 044695703 016000769 501(c)(3) 26750 UMaine Summer Bridge Pilot Ecology Education Inc 184 Simpson Rd Saco ME 04072 010522241 501(c)(3) 45000 Implementing Innovative AgroEcology and Human Ecology Curricula for Students at River Bend Farm MRH Corp DBA Northern Light Mayo Hospital 897 W Main St Dover Foxcroft ME 04426 843689003 501(c)(3) 45237 Piscataquis County Telehealth Expansion North Yarmouth Academy 148 Main Street Yarmouth ME 04096 010211536 501(c)(3) 50000 STEM Education at NYA Penobscot Bay Medical Center 22 White Street Rockland ME 04841 010238552 501(c)(3) 50000 Emergency Department Renovation and Expansion Project at Pen Bay Medical Center Unity College of Liberal Arts and Sciences 90 Quaker Hill Road Unity ME 04988 010275130 501(c)(3) 50000 TERRAIN at Unity College Spurwink Services 901 Washington Ave Suite 100 Portland ME 04103 010319802 501(c)(3) 50000 Spurwink Project ECCO (Enhancing Care and Community Online) Eastern Maine Healthcare Systems DBA Northern Light A R Gould Hospital 140 Academy Street Presque Isle ME 04769 010372148 501(c)(3) 50000 0 Improving access to care in rural northern Maine: Northern Light A.R. Gould Critical Care Ambulance Olympia Snowe Women's Leadership Institute One Canal Plaza Ste 501 Portland ME 04101 461398374 501(c)(3) 50000 The Olympia Snowe Women's Leadership Institute's "My Values," "My Voice," and "My Vision" program. Maine Behavioral Healthcare 78 Atlantic Place South Portland ME 04106 010238552 501(c)(3) 75000 Transforming Access to Behavioral Healthcare for Maine Individuals with Autism and Developmental Disorders Eastern Maine Community College 354 Hogan Road Bangor ME 04401 010416015 Municipality 75000 EMCC: A Student-First Approach to Responsive Education and Training in the Technical Skills Jackson Laboratory 600 Main Street Bar Harbor ME 04609 010211513 501(c)(3) 100000 Genome-wide CRISPR knockout screen to identify ecDNA dependencies. Aroostook Mental Health Services Inc 180 Academy Street Suite 3 Presque Isle ME 04769 010276859 501(c)(3) 100000 AMHC Expansion of Residential Adult Crisis Stabilization Services (ACSU) into Washington County Foundation for Maine's Community Colleges 54 Lighthouse Circle South Portland ME 04106 271363414 501(c)(3) 100000 Central Maine Community College Criminal Justice Simulation Center 81 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 48449 0 0 0 0 0 3879 0 3881 0 56209 0 Schedule J, Part I 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 - $48,449 and Benefits $3,881. 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 for review 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. 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