2020-10-21T14:49:57-05:00 2019-12-31 204193611 Batts Morrison Wales & Lee PA 801 North Orange Avenue Suite 800 Orlando FL 32801 990PF 2019-01-01 256041850 Arthur Vining Davis Foundation #2 ARTH 9043590670 814 N Highway A1A No 300 Ponte Vedra Beach FL 32082 Timothy Michel CFO 9043590670 2020-10-20 1 Michele M Wales P00428093 4077706000 2020-10-20 64.88.174.3 2020-10-20 16:04:57 ED P 935CACE8365413C0D76314017BD70661184C200E 51A1A11EF64F90AF98A15CD3EC558DC1E21109ED 2019 2021-04-22 16:20:28Z X 102383763 X X 423467 423467 1785430 1785430 4231213 40350182 4231213 6099 6099 6446209 6446209 389611 135531 250455 121626 0 121626 96953 0 96953 1918 0 1918 15773 3155 12618 3501 0 3501 116000 35594 17687 33443 0 33443 82590 0 82590 85546 0 85546 946961 174280 706337 4123897 4123897 5070858 174280 4830234 1375351 6271929 452356 2102733 2102733 1850 1850 1850 8284598 9966706 9966706 67635949 74282382 74282382 6589645 6630799 6630799 6620818 9236504 9236504 218327 162789 162789 89803543 102383763 102383763 5468 6719 5468 6719 X 89798075 102377044 89798075 102377044 89803543 102383763 89798075 1375351 11203618 102377044 0 102377044 Publicly traded securities P 40350182 36118969 4231213 4231213 4231213 0 4466585 97265724 0.045921 968527 92715916 0.010446 2153572 83131188 0.025906 4101984 85228072 0.048129 5221763 87239229 0.059856 0.190258 0.038052 95370353 3629033 62719 3691752 4830234 X 62719 0 62719 0 62719 56000 6719 0 62719 X 0 0 0 0 0 0 0 0 0 0 0 0 1 1 FL PA 1 0 0 0 0 1 www.avdf.org Office of the President 9043590670 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JH Dow Davis 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Chairman (Term ended 02/19) 5.00 0 0 0 Serena Davis Hall 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Chair 5.00 0 0 0 Alicia Jaworski 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee (Term ended 02/19) 1.00 0 0 0 James Cote 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee (Term began 02/19) 1.00 0 0 0 Amanda Davis 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee 1.00 0 0 0 Christopher Davis 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee 1.00 0 0 0 Eric Davis 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee 1.00 0 0 0 Jonathan Davis 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee (Term began 05/19) 1.00 0 0 0 Sarah Davis 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee 1.00 0 0 0 John L Kee III 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee 1.00 0 0 0 Dorry Kee 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee 1.00 0 0 0 Dr Dale Knobel 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Interim President (Term ended 04/19) 4.00 32560 0 0 Dr Michael Murray 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 President (Term began 04/19) 20.00 89342 25250 0 Tim Michel 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Chief Financial Officer 16.00 59200 23569 0 Bank of New York Mellon Corporation 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Corporate Trustee/Investme 1.00 208509 0 0 Adora Gross 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 VP for Administratio 20.00 55500 24387 0 0 NONE 0 0 95978531 844162 0 96822693 0 0 96822693 1452340 95370353 4768518 4768518 62719 62719 4705799 0 4705799 0 4705799 4830234 0 4830234 62719 4767515 4705799 4748614 0 0 4830234 4748614 0 0 81620 0 0 0 0 0 0 0 0 4624179 0 0 0 Dr Michael J Murray Arthur Vining D 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 9043590670 Applicants should review the additional information provided in the grants section of the Foundation's web page at https://www.avdf.org/Grants/GrantseekingOrganizations.aspx. See additional information provided in the grants section of the Foundation's web page. The following activities/organizations are not supported by the Foundation: A) Institutions outside the U.S. and its possessions B) Assistance to individuals (except as chosen by a grantee institution under an organized scholarship program) C) Support for voter registration drives, voter education, efforts to influence elections or legislation D) Expenditures for non-charitable purposes E) Institutions primarily supported by governmental funds (except in environment and palliative care programs) F) Private foundations within sec. 509(A) of the 1969 Tax Reform Act Appalachain College Association 801 Brighton Avenue Richmond KY 40475 None Public Charity Charitable Purposes - Private Higher Education 100000 Associated Colleges of the South 2970 Clairmont Rd Ne STE 1030 Borookhaven GA 30329 None Public Charity Charitable purposes - Private Higher Education 100000 Bates College 216 Lane Hall 2 Andrews Road Lewiston ME 04240 None Public Charity Charitable Purposes - Private Higher Education 225000 Billion Oyster Project 10 South St Building Slip 7 New York NY 10004 None Public charity Charitable purposes 2500 Chesapeake Bay Foundation Inc 6 Herdndon Ave Annapolis MD 21403 None Public charity Charitable purposes - Environmental engagement, stewardship, and solutions 250000 Childrens Medical Center of Dallas 1935 Medical District Dr Dallas TX 75235 None Public charity Charitable purposes - Memorial grants 33334 Clark University 950 Main St Worcester MA 01610 None Public charity Charitable purposes - Private Higher Education 250000 Cummer Museum of Arts & Gardens 829 Riverside Ave Jacksonville FL 32204 None Public charity Charitable purposes - Local initiatives 10000 Denison University 100 W College St Granville OH 43023 None Public charity Charitable purposes - Private Higher Education 275000 Doctors Without Borders USA Inc 40 Rector Street 16th Floor New York NY 10001 None Public charity Charitable purposes - Memorial grants 33333 Drake University 2507 University Avenue Kinne Alumni Development Center Des Moines IA 50311 None Public charity Charitable purposes - Interfaith leadership & religious literacy 93000 Edward Waters College 1658 Kings Rd Jacksonville FL 32209 None Public Charity Charitable Purposes - Local initiatives 5000 Freedom Forum Institute 1207 18th Street South Nashville TN 37212 None Public charity Charitable purposes - Interfaith leadership & religious literacy 200000 Friends of the Library-Ponte Vedra Beach Inc PO Box 744 Ponte Vedra FL 32004 None Public charity Charitable purposes - Local initiatives 2500 Harvard University 1033 Massachusetts Ave Ste 3 Cambridge MA 02138 None Public Charity Charitable Purposes- Interfaith Leadership and Religious Literacy 250000 Hebrew College 160 Herrick Rd Newnton Center MA 02459 None Public charity Charitable purposes - Interfaith leadership & religious literacy 250000 Independent Media Institute 18 West 21st Street Suite 901 New York NY 10010 None Public charity Charitable purposes 25000 Jacksonville Zoological Society Inc 370 Zoo Pkwy Jacksonville FL 32218 None Public charity Charitable purposes - Local initiatives 10000 Legacy of Care Health Center Inc 4850 Motor Yacht Dr Jacksonville FL 32225 None Public charity Charitable purposes - Local initiatives 2500 Lincoln University 1570 Baltimore Pike Lincoln University PA 19352 None Public Charity Charitable purposes - Private Higher Education 250000 Monteray Bay Aquarium Research Institute 7700 Sandholdt Rd Moss Landing CA 95039 None Public Charity Charitable purposes - Environmental engagement, stewardship, and solutions 250000 Multiple Myeloma Research Foundation Inc 383 Main Avenue 5th Floor Norwalk CT 06851 None public Charity Charitable purposes - Memorial grants 15000 Museum of Science & History of Jacksonville Inc 1025 Museum Circle Jacksonville FL 32207 None Public charity Charitable purposes - Local initiatives 10000 National Center for Family Philanthropy 1667 K Street Nw Ste 550 Washington DC 20036 None Public charity Charitable purposes - Honorary grants 10000 National Trust for the Humanities 232 7th St Ne Washington DC 20002 None Public Charity Charitable purposes - Honorary grants 10000 Natural Resources Council Inc 3 Wade Street Augusta ME 04330 None Public charity Charitable purposes - Memorial grants 50000 Nonprofit Center of Northeast Florida Inc 40 East Adams Street Ste 100 Jacksonville FL 32202 None Public Charity Charitable purposes - Local initiatives 5000 North Anoka County Emergency Foodshelf PO Box 2 18511 Hwy 65 Cedar MN 55011 None Public charity Charitable purposes 4000 North Texas Public Broadcasting Inc 3000 Harry Hines Blvd Dallas TX 75201 None Public charity Charitable purposes 6000 Ocean Conservancy Inc 1300 19th Street NW 8th Floor Washington DC 20036 None Public Charity Charitable purposes - Environmental engagement, stewardship, and solutions 272000 Planned Parenthood of Greater Texas 7424 Greenville Ave Suite 206 Dallas TX 75231 None Public Charity Charitable purposes - Memorial grants 33333 Pomona College 150 E 8th St Claremont CA 91711 None Public Charity Charitable purposes - Private Higher Education 250000 St Johns Riverkeeper Inc 2800 University Blvd N Jacksonville FL 32211 None Public Charity Charitable Purposes - Local initiatives 5000 Stetson University 421 N Woodland Blvd Unit 8286 DeLand FL 32723 None Public Charity Charitable purposes - Private Higher Education 299647 Tanenbaum Center of Interreligious Understanding 55 Broad Street 17th Floor New York NY 10004 None Public Charity Charitable purposes - Interfaith leadership & religious literacy 128000 Texas Scottish Rite Hospital for Children 2222 Welborn St Dallas TX 75219 None Public Charity Charitable Purposes 3000 Trinity University One Trinity Place Box 49 San Antonio TX 78212 None public Charity Charitable purposes - Private Higher Education 275000 Tusculum University PO Box 5100 Greenville TN 37742 None Public Charity Charitable purposes - Private Higher Education 52750 Union of Concerned Scientists Two Brattle Square 6th Floor Cambridge MA 02138 None Public Charity Charitable purposes - Memorial grants 50000 United Way of Northeast Florida Inc 40 East Adams Street 200 Jacksonville FL 32202 None Public Charity Charitable purposes - Local initiatives 20000 Visiting Nurse Association of Texas 1600 Viceroy Dr STE 400 Dallas TX 75235 None Public Charity Charitable Purposes 3000 WJCT Inc 100 Festival Park Ave Jacksonville FL 32202 None Public Charity Charitable purposes - Local initiatives 5000 4123897 0 14 423467 14 1785430 01 6099 18 4231213 UBTI from partnership investments 900099 664 14 -664 664 6445545 0 6446209 0 0 0 0 0 0 0 0 0 0 Auditing & tax advisory services 15773 3155 12618 Form 990-PF, Part VIII, Line 1, Column b - Corporate Trustee Avrg Hrs/Wk As Corporate Trustee, BNY Mellon, N.A. provides administrative services such as acting as investment manager for the Foundation. These services require numerous individual bank employees' involvement in the activities of the Foundation and thus cannot be quantified on an hourly basis. Therefore, the Trustee's fees are not based upon an hourly basis but are calculated based upon factors such as the market value of the account and in accordance with the Trustee's agreement with the Foundation. 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