2025-10-30T18:50:22-07:00 2024-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress Street Portland ME 04102 990 2024-01-01 222976811 DAVIS CONSERVATION FOUNDATION DAVI 2078469132 30 FOREST FALLS DR STE 5 YARMOUTH ME 04096 Yvonne Mumme Chief Finance and Admin. Officer 2078469132 2025-10-29 1 1 Joseph Byrne P01289281 2077752387 2025-10-29 2024 2025-03-06 01:10:19Z Yvonne Mumme 30 Forest Falls Dr Ste 5 Yarmouth ME 04096 7220486 0 X www.davisfoundations.org/dcf X 1989 ME Award Grants 7 7 0 3 0 0 0 259130 0 0 1632636 3098516 0 0 1632636 3357646 1115719 1536283 0 0 36156 36163 0 0 0 174650 203613 1326525 1776059 306111 1581587 35733405 40317811 76566 69846 35656839 40247965 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 1603575 1536283 0 Grants allocated in support of 501(c)(3) organizations. See Schedule I for grants approved. 0 0 0 1603575 1 1 0 0 0 0 0 0 0 0 0 0 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 1 0 0 0 0 1 0 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 1 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 4.8 0 X 20041 0 3351 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 1.2 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 32041 0 3351 0 0 0 1 Prio Wealth 265 Franklin St Suite 2001 Boston MA 02110 Investment management 116859 1 0 0 0 0 0 259130 259130 259130 0 743763 0 0 743763 0 0 0 0 0 0 0 0 0 0 6217593 0 3862840 0 2354753 0 2354753 0 0 2354753 0 0 3357646 0 0 3098516 1536283 1536283 0 0 0 0 0 0 36163 13816 22347 42649 40278 2371 8325 8325 13250 13250 121222 121222 1615 783 832 5160 4549 611 7661 5516 2145 45 41 4 717 549 168 813 477 336 Dues 1752 1261 491 Miscellaneous 404 22 382 1776059 1603575 172484 0 373476 255180 35265589 39933569 94340 129062 35733405 40317811 32622 36294 43944 33552 76566 69846 X 35656839 40247965 0 0 35656839 40247965 35733405 40317811 1581587 3009539 0 0 0 0 X 1 X 0 1 0 X X 4 Appalachian Mountain Club 046001677 7 1 1000 0 Falmouth Conservation Trust 010372429 10 1 21000 0 Maine Audubon Society 010248780 10 1 20249 0 Society for Protection of NH Forests 020222237 7 1 76000 0 4 118249 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 Schedule A, Part IV, Section A, Line 5a Island Institute 22-2786731 was removed as a Representative Supported Organization (RSO) after the retirement of the Trustee representing the organization. Trustees determined that the remaining board was sized appropriately, and a replacement trustee was not needed at this time. The Island Institute was one of five organizations representing the class of organizations supported by the Organization. The class of organizations supported has not changed. The Trust document was amended to clarify that an RSO could be removed and Island Institute was removed from the document. The Trust already allowed for the addition and substitution of RSOs and RSOs had been added over time. 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED PARTIES 33552 33552 1 Maine Audubon Society 20 Gilsland Farm Rd Falmouth ME 04105 010248780 501(c)(3) 20249 New Training Curriculum for Maine's CoastWise Program to Reconnect Tidal Systems - $19,249. General Support $1,000. Maine Lakes Society PO Box 91 Yarmouth ME 04096 010322800 501(c)(3) 18500 Helping Homeowners Restore and Enhance Climate-Resilient Natural Shoreline Buffers Scarborough Land Conservation Trust PO Box 1237 Scarborough ME 04074 010352474 501(c)(3) 30000 Silver Brook Preserve Hirundo Wildlife Trust 1107 West Old Town Rd Old Town ME 04468 010359948 501(c)(3) 7000 Capacity Expansion Through Volunteerism Project Falmouth Conservation Trust PO Box 6172 Falmouth ME 041056172 010372429 501(c)(3) 21000 Increasing Climate Resilience on Blackstrap Hill Trails - $20,000. General support - $1,000. Laudholm Trust 342 Laudholm Farm Rd Wells ME 04090 010380763 501(c)(3) 7500 Enhancing Maine's Marine Invader Monitoring and Information Collaborative (MIMIC) Viles Arboretum 153 Hospital Street Augusta ME 043300700 010387300 501(c)(3) 25000 Viles Arboretum Conservation and Climate Change Educator Program Friends of Wilson Lake PO Box 560 Wilton ME 04294 010455202 501(c)(3) 7000 Volunteer Watershed Survey Coastal Maine Botanical Gardens Inc PO Box 234 Boothbay ME 04537 010476545 501(c)(3) 15000 The CMBG Seed Bank: Conserving Seeds of Maine Plant Species Most Vulnerable to Climate Change Maine Volunteer Lake Monitoring Program dba Lake Stewards of Maine 24 Maple Hill Road Auburn ME 042108774 010502630 501(c)(3) 15000 Safeguarding Maine's Lakes: Resilient Strategies for a Changing Climate Friends of Baxter State Park PO Box 322 Belfast ME 049150322 010535846 501(c)(3) 20000 Engaging Youth as Environmental Stewards in the Katahdin Region Bigelow Laboratory For Ocean Sciences 60 Bigelow Dr East Boothbay ME 045445700 016006001 501(c)(3) 25000 Match Funding for Gulf of Maine Lobster Shell Disease Research Lake Winnipesaukee Association PO Box 1624 Meredith NH 03253 020332012 501(c)(3) 10000 Lake Winnipesaukee Comprehensive Protection Initiative Southeast Land Trust of New Hampshire 247 North River Road Epping NH 03042 020355374 501(c)(3) 25048 Birch Ridge Community Forest All-Access Trail Green Mountain Conservation Group PO Box 95 Effingham NH 038828468 020498020 501(c)(3) 10000 Environmental DNA Analysis as a Tool to Advance Conservation Management Upper Saco Valley Land Trust PO Box 2233 Conway NH 038182233 020521030 501(c)(3) 50000 Chain of Ponds Community Forest - A Landmark Conservation Effort for Biodiversity, Education and Climate Resilience Seacoast Science Center Inc 570 Ocean Blvd Rye NH 038702104 020526488 501(c)(3) 20000 SSC Splashes Out! Expanding Community-Based Environmental Education & Outreach Putney Mountain Association Inc PO Box 953 Putney VT 053460953 030316666 501(c)(3) 10000 Fall Brook Acquisition Windmill Hill Pinnacle Association PO Box 584 Saxtons River VT 051540000 030334367 501(c)(3) 20000 Widen the Reserve NorthWoods Stewardship Center PO Box 220 East Charleston VT 05833 030346759 501(c)(3) 25000 All Person's Trail Community Program Connecticut River Watershed Council 15 Bank Row St Greenfield MA 013013511 042148397 501(c)(3) 29790 Engineering Fieldwork for Stream Restoration Projects on the Ammonoosuc and Ashuelot Rivers 7 Lakes Alliance PO Box 250 Belgrade Lakes ME 049180250 043047156 501(c)(3) 7800 Sandy Coves Upland Conservation Plan South Hero Land Trust Inc PO Box 455 South Hero VT 054860455 043391477 501(c)(3) 10000 Islandacres Trail Project Conservation Law Foundation 62 Summer Street Boston MA 02110 046149986 501(c)(3) 35000 Fiscal Sponsor for Healthy Ocean Coalition's Gulf of Maine Healthy Ocean Advocacy Academy - $15,000. Maine Dam Removal and River Restoration - $20,000. Crabtree Neck Land Trust PO Box 273 Hancock ME 046400273 100011413 501(c)(3) 20000 Outdoor Education Collaboration Between Crabtree Neck Land Trust and Maine Outdoor School Ducks Unlimited Inc 1 Waterfowl Way Memphis TN 381202350 135643799 501(c)(3) 15000 Rachel Carson National Wildlife Refuge Tidal Marsh Restoration Phase II Sebasticook Regional Land Trust PO Box 184 Unity ME 049880184 202644192 501(c)(3) 10000 Expand Stewardship of Conserved Working Woodlands & Wild Lands in the Sebasticook Watershed Blue Hill Heritage Trust Inc PO Box 222 Blue Hill ME 046140222 222655830 501(c)(3) 15000 Accessible Trail & Viewing Platform at EdgeHill Coastal Mountains Land Trust 101 Mount Battie St Camden ME 048431519 222795691 501(c)(3) 20000 Town Pound Preserve, a Learning Landscape Manomet Inc PO Box 1770 Manomet MA 023451770 223051362 501(c)(3) 151275 Mud Matters: Improving our Understanding of Mudflat Habitat to Benefit Shellfish Resources and Harvester Livelihoods Francis Small Heritage Trust PO Box 414 Limerick ME 040480000 223055540 501(c)(3) 15000 Porter Hills Initiative: Phase II - Making Connections Northern Forest Center 18 North Main Street Concord NH 033014926 223458955 501(c)(3) 45000 Building Local Capacity for Climate Resilience and Community Forest Stewardship Maine Coast Heritage Trust 1 Bowdoin Mill Island St Topsham ME 040861265 237099105 501(c)(3) 181000 Marsh Restoration on the Coast of Maine New Hampshire Association of Conservation Commissions 54 Portsmouth St Concord NH 033015486 237367789 501(c)(3) 18400 Community Conservation Internship Program Green Mountain Conservancy PO Box 301 West Dummerston VT 053570301 270296118 501(c)(3) 15000 Old Oaks Headwaters Preserve Cold Hollow to Canada PO Box 406 Montgomry Ctr VT 054710406 364717953 501(c)(3) 20000 Hazen's Notch: A Conservation Opportunity in Vermont's Northern Green Mountains Maine Appalachian Trail Club Inc PO Box 7564 Portland ME 04112 526047992 501(c)(3) 16604 Hundred-Mile Wilderness Conservation National Wildlife Federation 11100 Wildlife Center Dr Reston VA 201905361 530204616 501(c)(3) 34950 Engaging Tribes and Indigenous Partners to Advance Northeast Conservation Nature Conservancy - Vermont Chapter 575 Stone Cutters Way Montpelier VT 05602 530242652 501(c)(3) 15000 Conserving 700 Forested Acres at Bear's Nest Wilderness Preserve in Vermont Vermont Huts Association PO box 745 Stowe VT 05672 813630363 501(c)(3) 11500 Velomont Trail and Huts - Connecting Communities Hearty Roots Inc PO Box 302 Bristol ME 045390302 821493131 501(c)(3) 15000 Intergenerational Impact The Forest Stewards Guild 2019 Galisteo St Ste N7 Santa Fe NM 875052111 850446866 501(c)(3) 10000 Sustaining Ash in New York, Vermont, and Maine Friends of Tucker Mountain Inc PO Box 284 Newbury VT 050510284 853959692 501(c)(3) 10000 All Persons Accessible Trail at Tucker Mountain Town Forest (Phase 1) Friends of Constitution Park Ossipee PO Box 880 Center Ossipee NH 038140880 873584906 501(c)(3) 15000 Deer Run All Accessible Trail Small Woodland Owners Association of Maine PO Box 836 Augusta ME 043320838 010360072 501(c)(3) 20000 Tree Identification Program Maine Island Trail Association 100 Kensington Street Portland ME 04103 010478709 501(c)(3) 10000 Island Storm Support 2024 Maine Conservation Alliance 295 Water Street Ste 9 Augusta ME 04330 010541478 501(c)(3) 10000 Advancing Conservation Policies through Maine's Environmental Priorities Coalition Somerset Woods Trustees PO Box 833 Skowhegan ME 04976 016016350 501(c)(3) 8000 Parkman Hill Farm Western Foothills Land Trust PO Box 107 Norway ME 04268 016083123 501(c)(3) 12000 Otisfield Community Forest, Moose Pond Society for the Protection of New Hampshire Forests 54 Portsmouth Street Concord NH 03301 020222237 501(c)(3) 76000 Connecting with our Community in Concord, NH - $75,000. General support - $1,000. Mount Washington Observatory PO Box 2310 North Conway NH 03860 020225135 501(c)(3) 17050 Improving Understandings of Climate Change Through Undergraduate Training in Meteorology Loon Preservation Committee PO Box 604 Moultonborough NH 032540604 020451944 501(c)(3) 27294 PFAS in New Hampshire's Loons Kismet Rock Foundation PO Box 1744 North Conway NH 03860 020516308 501(c)(3) 10000 Kismet 2024: Grit, Empathy & Love University System of New Hampshire University of New Hampshire 105 Main St Durham NH 03824 026000937 501(c)(3) 37170 Integrated Assessment of PFAS Contamination in the Southern Gulf of Maine Marine Food Web Upper Valley Trails Alliance Inc PO Box 1215 Norwich VT 05055 030369847 501(c)(3) 10000 Upper Valley High School Trail Corps and Trail Stewards Maine Association Of Conservation Districts PO Box 541 Portland ME 041120541 222503739 501(c)(3) 6000 Northern Forest Stewardship Outreach Education Program Ocean Alliance 32 Horton St Gloucester MA 01930 222573677 501(c)(3) 20000 Whale Research & Conservation on the Gulf of Maine Brunswick-Topsham Land Trust 179 Neptune Drive Suite 200 Brunswick ME 04011 222714194 501(c)(3) 50000 Conservation of Pleasant Hill Road Corridor - Hill Property Great Works Regional Land Trust PO Box 151 South Berwick ME 03908 222736228 501(c)(3) 20000 Trail Accessibility & Wayfinding College of the Atlantic 105 Eden Street Bar Harbor ME 04609 237032625 501(c)(3) 14300 A Research Initiative to Study the Impact of Climate Change on Baleen Whales in the Gulf of Maine New Learning Journey 700 Bragg Hill Rd Waitsfield VT 056737080 474879926 501(c)(3) 25000 Returning Land to the Mi'kmaq Nation in Littleton, ME Friends of Taunton Bay PO Box 411 Hancock ME 04640 611454478 501(c)(3) 14353 Community-Based Water Quality Monitoring Program for the Taunton Bay Watershed 62 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 20041 0 0 0 0 0 1403 0 1948 0 23392 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 - $20,041 and Benefits $1,948. These amounts are included in the amounts listed on Part II. A retirement contribution of $1,403 was paid by the Organization. X 2 259130 Stock Market Value 0 0 0 0 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 4 The Trust was amended to make it clear that Trustees could remove a Representative Supporting Organization. One Representative Supporting Organization was removed See Schedule A Part IV note regarding Line 5a. 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