DAVIS FAMILY FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DAVIS FAMILY FOUNDATION (EIN 01-0390443)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803189349301805
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T08:00:40-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041041100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010390443 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davis Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2078469132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Drive No 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne Mumme | PersonNm |
| Person Title | Director of Finance | PersonTitleTxt |
| Phone | 2078469132 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph R Byrne CPA | PreparerPersonNm |
| PTIN | P01289281 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.49.157.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 17:53:43 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4B911CF940901392101F49C7B224E295E6644E0B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8137B2580CE35FA01CCDEB6EA4E8E3B48DE58F96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Yvonne Mumme | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Drive No 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,462,685 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.davisfoundations.org | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | Award Grants | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,314,293 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,861,701 | CYInvestmentIncomeAmt |
| PY Other Revenue | $53,749 | PYOtherRevenueAmt |
| CY Other Revenue | $40,000 | CYOtherRevenueAmt |
| PY Total Revenue | $2,368,042 | PYTotalRevenueAmt |
| CY Total Revenue | $1,901,701 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,371,662 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,723,854 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $82,290 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $86,700 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $339,889 | PYOtherExpensesAmt |
| CY Other Expenses | $366,451 | CYOtherExpensesAmt |
| PY Total Expenses | $2,793,841 | PYTotalExpensesAmt |
| CY Total Expenses | $3,177,005 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$425,799 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,275,304 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,304,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,125,893 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,138 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,838 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $66,281,587 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,111,055 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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, theatre, drama, history, literature, the arts, or other similar cultural activities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,753,854 | ExpenseAmt |
| Grant | $2,723,854 | GrantAmt |
| Revenue | $40,000 | RevenueAmt |
| Desc | Grants allocated in support of 501(c)(3) & governmental organizations. See Schedule I for 2017 grants approved. | Desc |
| Total Program Service Expenses | $2,753,854 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yvonne Mumme | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2078469132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Drive No 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Rebekah A Bucci | |||||||
| Chairman | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| David J Bucci | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ralph I Lancaster | |||||||
| Past Trustee | 2.00 | 0.00 | Yes (X) | $7,500 | $0 | $0 | |
| Michael R Currie | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $7,500 | $0 | $0 | |
| Anne B Pringle | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $7,500 | $0 | $0 | |
| Samuel M DiCapua | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $7,500 | $0 | $0 | |
| Edward L Dilworth III | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $7,500 | $0 | $0 | |
| Al Noyes | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $5,000 | $0 | $0 | |
| Anne Vaillancourt | |||||||
| Past Executive Director | 16.00 | 0.00 | Yes (X) | $47,047 | $0 | $6,422 | |
| Yvonne B Mumme | |||||||
| Director of Finance | 16.00 | 0.00 | Yes (X) | $3,231 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $92,778 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,422 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $601,853 | TotalRevenueColumnAmt |
| Exclusion | $601,853 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,820,832 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,560,984 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,259,848 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,259,848 | TotalRevenueColumnAmt |
| Exclusion | $1,259,848 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Period Grant Recovery | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $40,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $40,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,901,701 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,861,701 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,723,854 | TotalAmt |
| Program Services | $2,723,854 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,700 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
| Management And General | $56,700 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,911 | TotalAmt |
| Management And General | $63,911 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,761 | TotalAmt |
| Management And General | $5,761 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,750 | TotalAmt |
| Management And General | $243,750 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,200 | TotalAmt |
| Management And General | $7,200 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,414 | TotalAmt |
| Management And General | $5,414 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,346 | TotalAmt |
| Management And General | $10,346 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,026 | TotalAmt |
| Management And General | $18,026 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $691 | TotalAmt |
| Management And General | $691 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322 | TotalAmt |
| Management And General | $322 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,982 | TotalAmt |
| Management And General | $1,982 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Dues | $7,760 | $7,760 |
| Miscellaneous | $1,288 | $1,288 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,177,005 | TotalAmt |
| Program Services | $2,753,854 | ProgramServicesAmt |
| Management And General | $423,151 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,487 | BOYAmt |
| EOY | $1,369,794 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,927,634 | BOYAmt |
| EOY | $54,547,591 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,907,272 | BOYAmt |
| EOY | $19,177,635 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,332 | BOYAmt |
| EOY | $30,873 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,304,725 | BOYAmt |
| EOY | $75,125,893 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,138 | BOYAmt |
| EOY | $14,838 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,138 | BOYAmt |
| EOY | $14,838 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,281,587 | BOYAmt |
| EOY | $75,111,055 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,281,587 | BOYAmt |
| EOY | $75,111,055 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,304,725 | BOYAmt |
| EOY | $75,125,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,275,304 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,104,772 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ME Medical Center | ||||
| 010238552 | 3 | Yes (1) | $0 | $0 |
| Ptlnd Symphony Orchestra | ||||
| 016006058 | 7 | Yes (1) | $15,000 | $0 |
| Univ of New England | ||||
| 010211810 | 2 | Yes (1) | $75,000 | $0 |
| Ptlnd Museum of Art | ||||
| 010378420 | 7 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $90,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Section B, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Limited Partnership and Fund of Funds Interests | Desc |
| Book Value | $19,177,635 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,177,635 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $11,722,723 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,104,772 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $10,104,772 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,617,951 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $243,750 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $40,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $283,750 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,901,701 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,893,255 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,893,255 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $243,750 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $40,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $283,750 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,177,005 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 4b - Other Adjustments: | Grant Recovery 40,000. |
| Part XII, Line 4b - Other Adjustments: | Grant Recovery 40,000. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $8,009,950 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $8,009,950 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,009,950 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (123 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Company of Girls | ||||||||
| PO Box 7527 | Portland | ME | 04112 | 050631726 | 501(c)(3) | $10,000 | Afterschool Arts Programming for Underserved Girls | |
| Alison Chase Performance | ||||||||
| PO Box 224 | Brooksville | ME | 04617 | 264048361 | 501(c)(3) | $7,500 | Beyond the Proscenium Performance Series | |
| American Academy of Pediatrics Maine Chapter Inc | ||||||||
| 30 Association Drive Box 190 | Manchester | ME | 04351 | 204901024 | 501(c)(3) | $30,000 | Statewide Assessment and Training for Medical Practices Utilizing SBIRT | |
| Anson Madison & Starks Ambulance Service | ||||||||
| PO Box 277 | Madison | ME | 04950 | 010445163 | 501(c)(3) | $20,000 | Power Stretcher Replacement | |
| Aroostook Medical Center | ||||||||
| 140 Academy Street | Presque Isle | ME | 04769 | 010372148 | 501(c)(3) | $35,000 | Digital Imaging Upgrades | |
| At a Bend in the Road | ||||||||
| 235 Berry Road | Hartford | ME | 04220 | 461327949 | 501(c)(3) | $21,800 | Roof Project | |
| Axiom Education & Training Center | ||||||||
| 3 Water Street | Machias | ME | 04654 | 465575353 | 501(c)(3) | $10,000 | Mobile Computer Lab for Supporting Out-of-School STEM in Washington County, ME | |
| Barbara Bush Foundation for Family Literacy Inc | ||||||||
| 516 N Adams Street | Tallahassee | FL | 323011112 | 260587238 | 501(c)(3) | $18,900 | Teen Trendsetting Reading Mentors | |
| Big Brothers Big Sisters of Southern Maine | ||||||||
| 195 Lancaster Street | Portland | ME | 04101 | 010475146 | 501(c)(3) | $20,000 | Big Readers Site-Based Mentoring Project | |
| Blue Hill Memorial Hospital | ||||||||
| 57 Water Street | Blue Hill | ME | 04614 | 010227195 | 501(c)(3) | $25,000 | Emergency Department Ultrasound | |
| Boys & Girls Clubs of Southern Maine | ||||||||
| PO Box 7830 | Portland | ME | 04112 | 010211543 | 501(c)(3) | $10,000 | Academic Success Programs | |
| Bridgton Historical Society | ||||||||
| PO Box 44 | Bridgton | ME | 04009 | 237300040 | 501(c)(3) | $20,000 | Temperance Barn Restoration | |
| Brownville Free Public Library | ||||||||
| PO Box 687 | Brownville | ME | 04414 | 016011321 | 501(c)(3) | $5,800 | Downstairs Room Project | |
| Camden Public Library | ||||||||
| 55 Main Street | Camden | ME | 04843 | 273304822 | 501(c)(3) | $25,000 | Creating a 21st Century Building | |
| Camden-Rockport Historical Society | ||||||||
| PO Box 747 | Rockport | ME | 04856 | 012671290 | 501(c)(3) | $10,000 | Roof Repairs Historic Homestead and Museum Buildings | |
| Cancer Community Center | ||||||||
| 778 Main Street | South Portland | ME | 04106 | 010513301 | 501(c)(3) | $20,000 | Health & Wellness Program | |
| Cedars Nursing Care Center Inc | ||||||||
| 630 Ocean Avenue | Portland | ME | 04103 | 010211517 | 501(c)(3) | $25,000 | Cardiopulmonary Program Enhancement | |
| Central Maine Healthcare Corporation | ||||||||
| 300 Main Street | Lewiston | ME | 04240 | 010386913 | 501(c)(3) | $20,000 | Diabetes Prevention Program (CMH DDP) | |
| Challenger Learning Center of Maine | ||||||||
| 30 Venture Way | Bangor | ME | 04401 | 010542376 | 501(c)(3) | $25,000 | More STEM for Maine Students | |
| Charlotte Hobbs Memorial Library | ||||||||
| 227 Main Street PO Box 105 | Lovell | ME | 04051 | 016021794 | 501(c)(3) | $18,567 | Energy Sustainability Project Phase Two: Upgrading our HVAC and Electrical Systems. | |
| Cobscook Community Learning Center | ||||||||
| 10 Commissary Point Road | Trescott | ME | 04652 | 010449348 | 501(c)(3) | $25,000 | Cobscook Experiential Program for High School Students | |
| Committee to Restore the Abyssinian Meeting House | ||||||||
| PO Box 11064 | Portland | ME | 04104 | 043380711 | 501(c)(3) | $25,000 | The Committee to Restore The Abyssinian | |
| Community Dental | ||||||||
| 366 US Route 1 | Falmouth | ME | 04105 | 237129502 | 501(c)(3) | $19,434 | FY 2017 Fourth Quarter Equipment Upgrades | |
| Cornish Library Association dba Bonney Memorial Library | ||||||||
| PO Box 857 | Cornish | ME | 04020 | 016014486 | 501(c)(3) | $15,000 | Expansion and Improvement of the Bonney Memorial Library | |
| Dirigo Outdoor Programs dba Outdoor Sport Institute | ||||||||
| 552 Main Street | Caribou | ME | 04736 | 465191858 | 501(c)(3) | $25,000 | Empowering Maine Middle Schoolers through Outdoor Sport Education | |
| Eastern Maine Medical Center | ||||||||
| EMHS Foundation One Cumberland | Bangor | ME | 04401 | 010211501 | 501(c)(3) | $100,000 | Remarkable Begins With You A Modernization Project for EMMC | Place Suite 300 |
| Ecology Education Inc dba The Ecology School | ||||||||
| 8 Morris Avenue Bldg 1 | Saco | ME | 04072 | 010522241 | 501(c)(3) | $35,000 | Comprehensive Planning for the Ecology School at River Bend Farm (STEM) | |
| Elder Grey Meeting House - Cemetery Association | ||||||||
| 265 Chadbourne Ridge Road | North Waterboro | ME | 04061 | 016045733 | 501(c)(3) | $7,500 | Elder Grey Meetinghouse Restoration Project | |
| Everyman Repertory Theatre | ||||||||
| PO Box 938 | Rockport | ME | 04856 | 261909354 | 501(c)(3) | $10,000 | 2017-18 10th Season of Collaborative Professional Production | |
| Farnsworth Art Museum | ||||||||
| 16 Museum Street | Rockland | ME | 04841 | 010368070 | 501(c)(3) | $10,000 | Black and White: Louise Nevelson/Pedro Guerrero | |
| Friends of Lincoln Park | ||||||||
| 168 York Street | Portland | ME | 04101 | 463532216 | 501(c)(3) | $25,000 | Restoration of 1871 Lincoln Park Fountain | |
| Friends of Parsonsfield Seminary | ||||||||
| PO Box 163 | Parsonsfield | ME | 04047 | 222575506 | 501(c)(3) | $12,500 | Girls Portico Restoration and Heat Upgrade | |
| Friends of Soldiers Memorial Library | ||||||||
| PO Box 281 | Hiram | ME | 04041 | 452866183 | 501(c)(3) | $18,000 | Handicapped Access for 8 Hancock Avenue | |
| Fryeburg Academy | ||||||||
| 745 Main Street | Fryeburg | ME | 04037 | 010211505 | 501(c)(3) | $25,000 | Students in the Center | |
| Gardiner Library Association | ||||||||
| 152 Water Street | Gardiner | ME | 04345 | 510201464 | 501(c)(3) | $10,000 | Library Exterior Renovations (metal work) | |
| Gardiner Main Street | ||||||||
| PO Box 194 | Gardiner | ME | 04345 | 043669676 | 501(c)(3) | $25,000 | Phase 1 Redevelopment Dingley Block | |
| Gateway Milbridge | ||||||||
| PO Box 62 | Milbridge | ME | 04658 | 371793807 | 501(c)(3) | $25,000 | Milbridge Theater Project | |
| Great Cranberry Historical Society | ||||||||
| PO Box 12 | Cranberry Isles | ME | 04625 | 010484796 | 501(c)(3) | $12,000 | Improving Infrastructure to Preserve the Collection | |
| Greater Portland Landmarks Inc | ||||||||
| 93 High Street | Portland | ME | 04101 | 010276272 | 501(c)(3) | $20,000 | Enhancing the Visitor Experience at the Portland Observatory | |
| Greenville Junction Depot Friends | ||||||||
| PO Box 16 | Greenville | ME | 04441 | 352398137 | 501(c)(3) | $35,000 | Restoration of Canadian Pacific Railway Depot, Greenville Junction, Maine: Phase 3 | |
| Grime Studios | ||||||||
| PO Box 4776 | Portland | ME | 04112 | 472104306 | 501(c)(3) | $10,000 | Music Studio Development, Phase 2 | |
| Hancock County Auditorium Assoc dba The Grand Theater | ||||||||
| 165 Main Street | Ellsworth | ME | 04605 | 010332058 | 501(c)(3) | $24,500 | The Grand Roof Repair South Side | |
| Hancock County Trustees of Public Reservations dba Woodlawn | ||||||||
| PO Box 1478 | Ellsworth | ME | 04605 | 010215915 | 501(c)(3) | $50,000 | Campaign for Woodlawn | |
| Hospice of Southern Maine | ||||||||
| 180 US Route One | Scarborough | ME | 04074 | 010540180 | 501(c)(3) | $15,000 | Gosnell Memorial Hospice House Patient Room & Facility Improvement Project | |
| Hospice Volunteers of Hancock County | ||||||||
| 14 McKenzie Avenue | Ellsworth | ME | 04605 | 010385020 | 501(c)(3) | $15,000 | Strategic Broadening of Outreach and Impact of HVHC Support Services | |
| Hurricane Island Foundation | ||||||||
| PO Box 1280 | Rockland | ME | 04841 | 263511908 | 501(c)(3) | $30,000 | Capital Support for the Center for Science & Leadership for Modifications to Meet Requirements of Fire Marshal | |
| Institute for Humane Education | ||||||||
| PO Box 260 | Surry | ME | 04684 | 010530866 | 501(c)(3) | $10,000 | Expansion of the Solutionary Program in Maine Middle and High Schools | |
| Island Institute | ||||||||
| PO Box 648 386 Main Street | Rockland | ME | 048410648 | 222786731 | 501(c)(3) | $19,231 | Engaging Island and Coastal Studies Students in STEM Education through the Collaborative Aquaculture Project for Education (CAPE) | |
| IXplore STEM | ||||||||
| 1 Coveside Lane | Yarmouth | ME | 04096 | 472181601 | 501(c)(3) | $6,440 | Bio-Technology Education and Resource Program (Bio-Tech Ed) | |
| John Bapst Memorial High School | ||||||||
| 100 Broadway | Bangor | ME | 04401 | 010370309 | 501(c)(3) | $50,000 | Love the School! The Campaign for John Bapst | |
| Johnson Hall Performing Arts Center | ||||||||
| PO Box 777 280 Water Street | Gardiner | ME | 04345 | 010430677 | 501(c)(3) | $25,000 | Johnson Hall Stage Renovation | |
| Junior Achievement of Maine Inc | ||||||||
| 565 Congress Street Suite 306 | Portland | ME | 04101 | 010275159 | 501(c)(3) | $15,000 | Piloting the Redevelopment of Junior Achievement Elementary Programs in Maine | |
| Let's Get Ready | ||||||||
| 89 South Street Suite 401 | Boston | MA | 02111 | 311698832 | 501(c)(3) | $100,000 | Lets Get Ready Maine Statewide Expansion (Proactive Education Grant Proposal) | |
| Lincoln County Community Theater and Orchestra dba Lincoln Theater | ||||||||
| PO Box 237 | Damariscotta | ME | 04543 | 222491739 | 501(c)(3) | $25,000 | Renovating the Original Windows of the Historic Lincoln Theater | |
| Lincoln County Historical Association Inc | ||||||||
| PO Box 61 133 Federal Street | Wiscasset | ME | 04578 | 010239808 | 501(c)(3) | $25,000 | Exterior Remediation of the Museum and Old Jail | |
| Lincoln Health | ||||||||
| 35 Miles Street | Damariscotta | ME | 04543 | 010153960 | 501(c)(3) | $50,000 | Cornerstone Campaign | |
| Literacy Volunteers of Bangor | ||||||||
| 345 Hogan Road | Bangor | ME | 04401 | 237409749 | 501(c)(3) | $10,000 | Breaking the Cycle of Low Literacy through Family Education | |
| Louis T Graves Memorial Public Library | ||||||||
| PO Box 391 | Kennebunkport | ME | 04046 | 010262394 | 501(c)(3) | $40,000 | Mothers Wing Renovation | |
| Maine Academy of Modern Music | ||||||||
| 125 Presumpscot Street Unit 14 | Portland | ME | 04103 | 260835852 | 501(c)(3) | $10,000 | The Kids Are Alright Music Education Expansion | |
| Maine Center for Creativity | ||||||||
| 795 Congress Street | Portland | ME | 04102 | 202826251 | 501(c)(3) | $12,000 | Art All Around | |
| Maine Central Institute | ||||||||
| 295 Main Street | Pittsfield | ME | 04967 | 010212438 | 501(c)(3) | $15,000 | Founders Campaign | |
| Maine Children's Home for Little Wanderers | ||||||||
| 93 Silver Street | Waterville | ME | 04901 | 010267392 | 501(c)(3) | $26,446 | Full STEAM Ahead | |
| Maine Coast Memorial Hospital | ||||||||
| 50 Union Street | Ellsworth | ME | 04605 | 010198331 | 501(c)(3) | $25,000 | Breast Clinic 3D Imaging Technology | |
| Maine Coast Waldorf School | ||||||||
| 57 Desert Road | Freeport | ME | 04032 | 222551072 | 501(c)(3) | $20,000 | Educational Support Center | |
| Maine Discovery Museum | ||||||||
| 74 Main Street | Bangor | ME | 04401 | 010527022 | 501(c)(3) | $20,000 | STEM Outreach | |
| Maine Mathematics and Science Alliance | ||||||||
| 219 Capitol Street Suite 3 | Augusta | ME | 04333 | 223181644 | 501(c)(3) | $25,000 | Experiential Math Project | |
| Maine Robotics | ||||||||
| 30 Main Street 1 | Orono | ME | 04473 | 202639766 | 501(c)(3) | $20,395 | Maine Robotics Equipment Upgrade | |
| Mid Coast Hospital | ||||||||
| 123 Medical Center Drive | Brunswick | ME | 04011 | 010215911 | 501(c)(3) | $20,000 | Mid Coast Communities Aging in Place Advancing Better Living for Elders | |
| Nasson Center Redevelopment Inc dba Nasson Community Center | ||||||||
| 457 Main Street | Springvale | ME | 04083 | 743029645 | 501(c)(3) | $5,700 | Little Theater Refurbishment Needs | |
| New England Electric Railway Historical Society dba Seashore Trolley Museum | ||||||||
| PO Box A | Kennebunkport | ME | 04046 | 010244457 | 501(c)(3) | $25,000 | Preserve, Protect & Present: Enclosure and Expansion of Fairview Carbarn | |
| Northeast Historic Film | ||||||||
| P O Box 900 | Bucksport | ME | 04416 | 222823713 | 501(c)(3) | $10,000 | Reaching Out to the People of Maine | |
| Norway Historical Society | ||||||||
| 471 Main Street | Norway | ME | 042685921 | 010392792 | 501(c)(3) | $10,000 | Second Floor Building Renovation | |
| Norway Landmarks Preservation Society | ||||||||
| PO Box 525 | Norway | ME | 04268 | 270244250 | 501(c)(3) | $20,000 | Readapting the Gingerbread House | |
| Norway Maine Opera House Corporation | ||||||||
| PO Box 271 | Norway | ME | 04268 | 010528379 | 501(c)(3) | $25,000 | Special Project: Capacity Building and Strategic Planning | |
| Old Berwick Historical Society | ||||||||
| PO Box 296 | South Berwick | ME | 03908 | 010360460 | 501(c)(3) | $8,000 | The Forgotten Frontier: A Teacher Workshop | |
| One Longfellow Square | ||||||||
| 181 State Street Suite 201 | Portland | ME | 04101 | 383833355 | 501(c)(3) | $6,000 | Install New Stage Lighting System | |
| Patten Free Library | ||||||||
| 33 Summer Street | Bath | ME | 04530 | 010211539 | 501(c)(3) | $20,000 | Teen Space Relocation and Redesign (building/renovations) | |
| Pine Tree Society | ||||||||
| PO Box 518 149 Front Street | Bath | ME | 04530 | 010212442 | 501(c)(3) | $15,000 | Mental Health Expansion to More Effectively Serve Maine Children with Disabilities | |
| Portland Chamber Music Festival | ||||||||
| PO Box 15385 | Portland | ME | 04112 | 010484781 | 501(c)(3) | $10,000 | Special Initiatives for PCMFs 25th Anniversary Season | |
| Portland Opera Repertory Theatre dba Opera Maine | ||||||||
| PO Box 7733 | Portland | ME | 04112 | 010496860 | 501(c)(3) | $15,000 | Opera Maines 2017 Summer Opera Festival | |
| Portland Public Library | ||||||||
| 5 Monument Square | Portland | ME | 04101 | 016000802 | 501(c)(3) | $45,800 | Portland Public Library Peaks Island Branch Renovation | |
| Portland Symphony Orchestra | ||||||||
| 50 Monument Square 2nd floor | Portland | ME | 04101 | 016006058 | 501(c)(3) | $15,000 | PSO Website Redesign & Launch | |
| Prescott Park Arts Festival | ||||||||
| PO Box 4370 | Portsmouth | NH | 03802 | 020370018 | 501(c)(3) | $10,000 | Summer Musical Flying and Costume Support | |
| Quinnipiac University | ||||||||
| 275 Mt Carmel Avenue | Hamden | CT | 065181908 | 060646701 | 501(c)(3) | $14,400 | Rural Immersion at Northern Maine Medical Center, Fort Kent, Maine | |
| Rangeley Lakes Region Historical Society | ||||||||
| PO Box 521 | Rangeley | ME | 04970 | 237223622 | 501(c)(3) | $10,000 | Restoration and Exhibit Projects for Rangeley Heritage Museum | |
| Rangeley Region Health Center Inc | ||||||||
| PO Box 722 25 Dallas Hill Road | Rangeley | ME | 049700722 | 010485045 | 501(c)(3) | $15,000 | Capital Request for ASCENT Rangeley Lakes Rehab | |
| River Tree Arts | ||||||||
| 35 Western Avenue | Kennebunk | ME | 04043 | 010411857 | 501(c)(3) | $12,000 | Performance Hall Renovation | |
| Salt Bay Chamberfest | ||||||||
| PO Box 1268 | Damariscotta | ME | 04543 | 010533841 | 501(c)(3) | $8,000 | Bach and Xenakis, Outside and in the Round | |
| Schoolhouse Arts Center | ||||||||
| PO Box 140 | Standish | ME | 04084 | 010453418 | 501(c)(3) | $10,000 | Schoolhouse Furnace replacement Project | |
| South China Public Library | ||||||||
| PO Box 417 | South China | ME | 04358 | 010380392 | 501(c)(3) | $20,000 | Relocation and Expansion | |
| Spaulding Memorial Library | ||||||||
| PO Box 300 | Sebago | ME | 04029 | 016015105 | 501(c)(3) | $10,450 | Library Building Improvements | |
| Special Children's Friends | ||||||||
| 33 Summer Street | Bath | ME | 04605 | 010630872 | 501(c)(3) | $10,000 | New Building Project | |
| Spruce Head Community Hall & Historical Association | ||||||||
| PO Box 323 | Spruce Head | ME | 04859 | 010467239 | 501(c)(3) | $15,000 | Spruce Head Community Hall Preservation Project | |
| St Mary's Regional Medical Center | ||||||||
| Development Office PO Box 7291 | Lewiston | ME | 042437291 | 010211551 | 501(c)(3) | $50,000 | Environment matters - A Facility Improvement Project | |
| Stonington Public Library | ||||||||
| PO Box 441 | Stonington | ME | 04681 | 010339251 | 501(c)(3) | $30,000 | All Aboard | |
| Strawbery Banke Museum Inc | ||||||||
| PO Box 300 | Portsmouth | NH | 03802 | 020260158 | 501(c)(3) | $10,000 | 2018 Curatorial Exhibit: Vice | |
| The Brick Store Museum | ||||||||
| 117 Main Street | Kennebunk | ME | 04043 | 010238760 | 501(c)(3) | $8,200 | Multi-Generational Learning Opportunities at the Museum. | |
| The Center for Teaching and Learning | ||||||||
| 119 Cross Point Road | Edgecomb | ME | 04556 | 010448173 | 501(c)(3) | $20,000 | Forty Days in the Woods at School | |
| The Maine Girls' Academy | ||||||||
| 631 Stevens Avenue | Portland | ME | 04103 | 010287867 | 501(c)(3) | $20,000 | Reinventing The Maine Girls Academy | |
| The Pierre Monteux Memorial Foundation Inc | ||||||||
| PO Box 457 | Hancock | ME | 04640 | 010279335 | 501(c)(3) | $15,000 | Expanding and Improving Students Residence and Practice Facilities | |
| The Range Light Keepers | ||||||||
| 58 Iron Mine Road | Arrowsic | ME | 04530 | 043383876 | 501(c)(3) | $25,000 | Kennebec River Range Lights Restoration | |
| The Susan L Curtis Charitable Foundation | ||||||||
| 1321 Washington Avenue Suite 104 | Portland | ME | 04103 | 010324705 | 501(c)(3) | $12,000 | CSC SpARCs Special Camps | |
| The Telling Room | ||||||||
| 225 Commercial Street Suite 201 | Portland | ME | 04101 | 743136956 | 501(c)(3) | $10,000 | The Telling Rooms 2017-2018 Anthology Project: COLOR | |
| Thomaston Historical Society | ||||||||
| PO Box 384 | Thomaston | ME | 04861 | 010345176 | 501(c)(3) | $15,000 | Conservation and Restoration of Knox Farmhouse A National Historic Landmark | |
| Town of Corinna | ||||||||
| 8 Levi Stewart Drive | Corinna | ME | 04928 | 016000121 | Corinna, Maine | $8,635 | Museum Display and Security Upgrades | |
| Town of Tremont | ||||||||
| PO Box 159 | Bernard | ME | 04612 | Tremont, Maine | $20,000 | Bass Harbor Memorial Library Expansion Project | ||
| Tree Street Youth | ||||||||
| 144 Howe St | Lewiston | ME | 04240 | 460942854 | 501(c)(3) | $35,000 | Little Kids Rock Too Phase 2 of the Campaign for Growth | |
| Tri-County Literacy | ||||||||
| 34 Wing Farm Parkway | Bath | ME | 04530 | 542127254 | 501(c)(3) | $10,000 | Read with Me Family Literacy Program | |
| University of New England | ||||||||
| 11 Hills Beach Road | Biddeford | ME | 04005 | 010211810 | 501(c)(3) | $75,000 | The Digital Sciences Academy at UNE | |
| University of Southern Maine | ||||||||
| P O Box 9300 | Portland | ME | 041049300 | 016000769 | 501(c)(3) | $75,000 | Maine Roads to Quality (Proactive Education Grant Proposal) | |
| Victoria Mansion | ||||||||
| 109 Danforth Street | Portland | ME | 04101 | 010207716 | 501(c)(3) | $25,000 | Reception Room Conservation | |
| VNA Home Health Hospice | ||||||||
| 50 Foden Rd | South Portland | ME | 04106 | 010246804 | 501(c)(3) | $20,000 | Smart Classrooms: Supporting the Pathways to Clinical Excellence Education Expansion | |
| Watershed Center for the Ceramic Arts | ||||||||
| 19 Brick Hill Road | Newcastle | ME | 045539716 | 010427824 | 501(c)(3) | $20,000 | Facilities for Program Expansion: Phase II Studio Design and Construction | |
| Waterville Public Library | ||||||||
| 73 Elm Street | Waterville | ME | 04903 | 010228705 | Waterville, Maine | $15,000 | Technology Enhancements | |
| Watts Hall Community Players | ||||||||
| 62 Water Street | Thomaston | ME | 04861 | 821167038 | 501(c)(3) | $5,490 | Lighting Project for Watts Hall Auditorium | |
| Wayfinder Schools | ||||||||
| PO Box 65 | New Gloucester | ME | 04260 | 010217639 | 501(c)(3) | $10,000 | Opportunity Farm | |
| Wells Public Library Foundation | ||||||||
| Wells Public Library 1434 Post Road | Wells | ME | 04090 | 454551792 | 501(c)(3) | $25,000 | Wells Public Library Growing Again | Road |
| West Gouldsboro Village Improvement Association | ||||||||
| 43 Taft Point Road | Gouldsboro | ME | 04607 | 943480771 | 501(c)(3) | $30,000 | West Gouldsboro Village Church and Village Library Restoration/Preservation | |
| Western Maine Art Group | ||||||||
| PO Box 122 | Norway | ME | 04268 | 237192554 | 501(c)(3) | $10,000 | Renovations to the Matolcsy Art Center | |
| Whitneyville Library and Whatnot Association | ||||||||
| 51 School Street | Whitneyville | ME | 04654 | 010328098 | 501(c)(3) | $25,000 | New Library | |
| Wolfe's Neck Farm Foundation | ||||||||
| 184 Burnett Road | Freeport | ME | 04032 | 222586116 | 501(c)(3) | $30,000 | Planning and Designing the Smith Center for Education, and the Kitchen and Childrens Farm Discovery Gardens, and Trail System | |
| Woman's Literary Union of Androscoggin County | ||||||||
| 19 Elm Street | Auburn | ME | 04210 | 016011541 | 501(c)(3) | $20,000 | 2017 Foss Mansion Renovation | |
| Wood Island Life Saving Station Association | ||||||||
| PO Box 11 | Kittery Point | ME | 03905 | 453543669 | 501(c)(3) | $25,000 | Wood Island Life Savings Station Rehabilitation, Phase Two | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 123 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Organization requires a completion report after one year. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part VII, Line 5: | FormAndLineReferenceDesc |
| Explanation | Anne Vaillancourt, Past Executive Director for the Organization, received compensation from Davis Educational Foundation, an unrelated organization, for services rendered to the filing organization. Anne's unrelated organization compensation was as follows: Salary: $47,047 Benefits: $6,422 Yvonne Mumme, Director of Finance 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: $3,231 Benefits: $0 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Rebekah Bucci and David Bucci have a family relationship. |
| 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 | The Director of Finance and the entire board of trustees review Form 990 prior to the document's filing, and the Director of Finance signs the return. |
| 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, 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. |
| Schedule A, Part I, Line 11: | Per the declaration of the trust, a majority of the trustees shall be appointed by the representative supported organizations. The trustees determine the recipients of the Davis Family Foundation grants each year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Maine Medical Center | ||||||||||
| 22 Bramhall Street | 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 | Presentation of Symphony Performances | ME | 501(c)(3) | Line 7 | N/A | 0 |
| University of New England | ||||||||||
| 11 Hill Beach Road | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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