2019-10-31T10:10:06-05:00 2018-12-31 204193611 Batts Morrison Wales & Lee PA 801 North Orange Avenue Suite 800 Orlando FL 32801 990PF 2018-01-01 256041850 Arthur Vining Davis Foundation #2 ARTH 9043590670 814 N Highway A1A No 300 Ponte Vedra Beach FL 32082 Timothy Michel CFO 9043590670 2019-09-30 1 Michele M Wales P00428093 4077706000 2019-09-30 99.25.81.133 2019-09-30 13:21:37 ED P A7F67317B2BBBCD9BF94EB815CE7D51760DC5929 A7F67317B2BBBCD9BF94EB815CE7D51760DC5929 2018 2019-02-21 02:37:17Z X X 89803543 X X 437252 437252 1858348 1858348 4028530 20093094 4028530 1445 0 6325575 6324130 389984 141422 248562 102574 0 102574 82959 0 82959 57525 0 57525 14920 2984 11936 26640 0 26640 110068 33085 15515 40313 0 40313 63257 0 63257 88086 0 88086 976326 177491 737367 3790684 3790684 4767010 177491 4528051 1558565 6146639 668008 452356 452356 1850 1850 1850 6886683 8284598 8284598 79286022 67635949 67635949 7568878 6589645 6589645 6211836 6620818 6620818 168092 218327 218327 100791369 89803543 89803543 11537 5468 11537 5468 X 100779832 89798075 100779832 89798075 100791369 89803543 100779832 1558565 0 102338397 12540322 89798075 Publicly traded securities P 20093094 16064564 4028530 4028530 4028530 0 968527 92715916 0.010446 2153572 83131188 0.025906 4101984 85228072 0.048129 5221763 87239229 0.059856 4176250 83265818 0.050156 0.194493 0.038899 97265724 3783539 61466 3845005 4528051 X 61466 0 61466 0 61466 56000 5468 0 61468 X 2 0 0 0 0 0 0 0 0 0 1 1 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 5.00 0 0 0 Alicia Jaworski 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee 1.00 0 0 0 Amanda Davis 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee 1.00 0 0 0 Caleb N Davis 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee (Term ended 02/18) 0.50 0 0 0 Sarah Davis 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee (Term began 05/18) 0.75 0 0 0 Eric Davis 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee 1.00 0 0 0 Serena Davis Hall 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee 1.00 0 0 0 Meg Davis Maiden 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 Dr William Given Kee 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee (Term ended 05/18) 0.75 0 0 0 Dorry Kee 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Trustee (Term began 10/18) 0.50 0 0 0 Dr Nancy Cable 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 President (Term ended 08/2018) 11.00 83611 21149 0 Dr Dale Knobel 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Interim President (Term began 08/2018) 4.00 29508 0 0 Tim Michel 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Chief Financial Officer 15.00 59292 23471 0 Bank of New York Mellon Corporation 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 Corporate Trustee/Investme 1.00 217573 0 0 Adora Gross 814 N Highway A1A Suite 300 Ponte Vedra Beach FL 32082 VP for Administratio 15.00 52306 20882 0 0 NONE 0 0 98212099 534829 0 98746928 0 0 98746928 1481204 97265724 4863286 4863286 61466 61466 4801820 0 4801820 0 4801820 4528051 0 4528051 61466 4466585 4801820 4474845 0 0 4528051 4474845 0 0 53206 0 0 0 0 0 0 0 0 4748614 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 A Place to Turn Inc 99 Hartford Street Natick MA 01760 None Public charity Charitable purposes 2000 Cambridge School of Weston Inc 45 Georgian Road Weston MA 02493 None Public charity Charitable purposes 4000 Center for Large Landscape Conservation PO Box 1587 Bozeman MT 59771 None Public charity Charitable purposes - Religious literacy & interfaith leadership 20000 Center for the Arts in Natick 14 Summer Street Natick MA 01760 None Public charity Charitable purposes 1000 Charlottesville Women in Tech 977 Seminole Trl PMB 283 Charlottesville VA 22901 None Public Charity Charitable Purposes 4000 Colonial Williamsburg Foundation PO BOX 1776 Williamsburg VA 23187 None Public Charity Charitable Purposes 2000 Cornell University 377 Pine Tree Road Ithaca NY 14850 None Public Charity Charitable Purposes- Environmental Engagement, Stewardship, and Solutions 253000 Dakota Wicohan PO BOX 2 Morton MN 56270 None Public Charity Charitable Purposes 7000 Dana Farber Cancer Institute Inc 450 Brookline Ave Boston MA 02215 None Public Charity Charitable Purposes-Palliative Care 100000 Edward Waters College 1658 Kings Rd Jacksonville FL 32209 None Public Charity Charitable Purposes 2500 ETV Endowment of South Carolina Inc 401 E Kennedy St Suite B-1 Spartanburg SC 29302 None Public Charity Charitable Purposes 1000 Harvard University 1033 Massachusetts Ave Ste 3 Cambridge MA 02138 None Public Charity Charitable Purposes- Interfaith Leadership and Religious Literacy 30000 Hebrew Rehabiliation Center 1200 Centre St Roslindale MA 02131 None Public Charity Charitable Purposes- Inerfaith Leadership & Religious Literacy 76650 Illinois Wesleyan University PO BOX 2900 Bloomington IL 61702 None Public Charity Charitable Purposes- Private Higher Eductation 150000 Jacksonville Alliance for KIPP Schools Inc 1 Independent Dr STE 1600 Jacksonville FL 32202 None Public Charity Charitable Purposes 5000 Jacksonville Area Legal Aid Inc 126 West Adams Street Jacksonville FL 32202 None Public Charity Charitable Purposes 20000 Jacksonville Humane Society 8464 Beach Blvd Jacksonville FL 32216 None Public Charity Charitable Purposes 5000 Jacksonville Public Education Fund Inc 40 E Adams St STE 110 Jacksonville FL 32202 None Public Charity Charitable Purposes 5000 Jerusalem Peacebuilders 3300 Chimney Rock Suite 301 Houston TX 77056 None Public charity Charitable purposes 2000 Marine Conservation Biology Institute 4010 Stone Way N Ste 210 Seattle WA 98103 None Public charity Environmental Engagement, Stewardship, and Solutions 295000 Massachusetts Audubon Society Inc 208 S Great Road Gordon Hall Lincoln MA 01773 None Public charity Charitable purposes 2000 Massachusetts Institute of Technology 77 Massachusetts Ave NE49-3142 Cambridge MA 02139 None Public Charity Charitable Purposes-Private Higher Education 250000 McMurry University 1 McMurry Station Box 938 Abilene TX 79697 None Public Charity Charitable Purposes- Interfaith Leadership and Religious Literacy 100000 Meadville Lombard Theological 610 S Michigan Ave Chicago IL 60605 None Public charity Charitable Purposes- Interfaith Leadership and Religious Literacy 100000 Meriwether Lewis Parent Teacher Organization 1610 Owensville Rd Charlottesville VA 22901 None Public Charity Charitable Purposes 2000 Middlebury College 114 Old Chapel Rd Middlebury VT 05753 None Public Charity Charitable Purposes 5000 Middlesex School PO BOX 9122 Concord MA 01742 None Public Charity Charitable Purposes 2000 Museum of Science & History 1025 Museum Circle Jacksonville FL 32207 None Public charity Charitable purposes 10000 Nature Conservancy 4245 North Fairfax Dr Arlington VA 22203 None Public Charity Charitable Purposes- Environmental Engagement, Stewardship, and Solutions 250000 North Anoka County Emergency Foodshelf PO Box 2 Cedar MN 55011 None Public charity Charitable purposes 5000 North Texas Public Broadcasting Inc 3000 Harry Hines Blvd Dallas TX 75201 None Public charity Charitable purposes 6000 Oglala Lakota College PO BOX 490 Kyle SD 57752 None Public Charity Charitable Purposes- Private Higher Education 250000 One-Eighty Place PO Box 20038 Charleston SC 29413 None Public charity Charitable purposes 2000 Piedmont Environmental Council PO Box 460 Warrenton VA 20186 None Public Charity Charitable Purposes 2000 Pilgrim Church 25 South Main Street Sherborn MA 01770 None Public charity Charitable purposes 2000 Planned Parenthood of the Southern Finger Lakes Inc 620 W Seneca St Ithaca NY 14850 None Public Charity Charitable Purposes 1000 Planned Parenthood South Atlantic 100 S Boylan Ave Raleigh NC 27603 None Public Charity Charitable Purposes 3000 Preservation Society of Charleston 147 King Street Charleston SC 29401 None Public charity Charitable purposes 1000 Sherborn Community Center Foundation Inc PO Box 2 Sherborn MA 01770 None Public charity Charitable purposes 1000 Skidmore College 815 N Broadway Saratoga Springs NY 12866 None Public charity Private higher education 302000 Spartanburg Methodist College 1000 Powell Mill Road Spartanburg SC 29301 None Public charity Charitable purposes 4000 St Johns Riverkeeper Inc 2800 University Blvd N Jacksonville FL 32211 None Public Charity Charitable Purposes 2500 St Stephens Episcopal Church 67 Anson Street Charleston SC 29401 None Public charity Charitable purposes 3000 Stanford University 326 Galvez Street Stanford CA 94305 None Public Charity Charitable Purposes- Private Higher Education 250000 Texas Scottish Rite Hospital for Children 2222 Welborn St Dallas TX 75219 None Public Charity Charitable Purposes 3000 The Catholic Charities Food Bank of the Southern Tier 388 Upper Oakwood Ave Elmira NY 14903 None Public Charity Charitable Purposes 3000 The Children's Inn at NIH Inc 7 West Drive Bethesda MD 20814 None Public Charity Charitable Purposes 4000 The Finger Lakes Land Trust Inc 202 E Court St Ithaca NY 14850 None Public Charity Charitable Purposes 2000 The University of the South School of Theology 735 University Ave Sewanee TN 37383 None Public charity Chariable purposes-Private Higher Education 300000 The Young Mens Christian Association of Florida's First Coast Inc 40 E Adams St STE 210 Jacksonville FL 32202 None Public Charity Charitable Purposes 2500 Tioga County Rural Ministry Inc 143 North Ave Owego NY 13827 None Public Charity Charitable Purposes 3000 Union Theological Seminary 3041 Broadway New York NY 10027 None Public Charity Charitable Purposes- Interfaith Leadership and Religious Literacy 50000 University of Vermont and State Agricultural College Foundation 411 Main Street Burlington VT 05401 None Public charity Charitable purposes 4000 Visiting Nurse Association of Texas 1600 Viceroy Dr STE 400 Dallas TX 75235 None Public Charity Charitable Purposes 3000 Wake Forest University 1834 Wake Forest Road Winston Salem NC 27109 None Public charity Charitable purposes- Interfaith Leadership and Religious Literacy 98034 WETA 3939 Campbell Avenue Arlington VA 22206 None Public charity Charitable purposes- Public educational media 500000 White Oak Conservation Foundation 227 W Monroe St STE 4800 Chicago IL 60606 None Public Charity Charitable Purposes 20000 Woods Hole Oceanographic Institution 569 Woods Hole Road-MS14 Woods Hole MA 02543 None Public charity Charitable purposes 2000 Woods Hole Research Center Inc 149 Woods Hole Rd Falmouth MA 02540 None Public Charity Charitable Purposes- Environmental Engagement, Stewardship, and Solutions 250000 World Affairs Council of Jacksonville 100 Festival Park Ave Jacksonville FL 32202 None Public charity Charitable purposes 2500 Xeroderma Pigmentosum Family Support Group 10259 Atlantis Drive Elk Grove CA 95624 None Public charity Charitable purposes 3000 3790684 0 14 437252 14 1858348 01 1445 18 4028530 UBTI from partnership investments 900099 -6870 14 6870 -6870 6332445 0 6325575 0 0 0 0 0 0 0 0 0 0 Auditing & tax advisory services 14920 2984 11936 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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3/12/2015 3.5% 3/15/2025 SEC ID:84756NAF6 47731 47731 SUMITOMO MITSUI BANKING CORP DTD 1/17/2018 2.514% 1/17/2020 SEC ID:865622CJ1 79411 79411 TELEFONICA EMISIONES SAU DTD 4/29/2013 4.57% 4/27/2023 SEC ID:87938WAR4 77038 77038 TOYOTA MOTOR CREDIT CORP DTD 3/12/2015 2.15% 3/12/2020 SEC ID:89236TCF0 103784 103784 U D R INC DTD 8/23/2016 2.95% 9/1/2026 SEC ID:90265EAL4 55306 55306 UNITEDHEALTH GROUP INC DTD 6/19/2018 3.5% 6/15/2023 SEC ID:91324PDJ8 75647 75647 VERIZON COMMUNICATIONS DTD 8/1/2016 2.625% 8/15/2026 SEC ID:92343VDD3 176793 176793 WASTE MANAGEMENTINC DTD 2/26/2015 3.125% 3/1/2025 SEC ID:94106LBA6 82549 82549 DREYFUS GLOBAL REAL RETURN FUND SEC ID:007565120 1854808 1854808 AT&T INC SEC ID:00206R102 20463 20463 ABBVIE INC. 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