DAVIS EDUCATIONAL FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DAVIS EDUCATIONAL FOUNDATION (EIN 04-2864042)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349301276
- 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 | 2018-11-14T08:00:53-06:00 | 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 | 042864042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davis Educational 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 B 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 | 17:08:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8F3BF083BB17D4FB81C6888D3A269F4E82FBF667 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E262D3C9A45A77A46A0A2832CF74466488750570 | 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 B 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 | $16,321,905 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | davisfoundations.org | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Awards Grants | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $21,210 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $18,660 | 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 | $819,373 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,773,914 | CYInvestmentIncomeAmt |
| PY Other Revenue | $186,503 | PYOtherRevenueAmt |
| CY Other Revenue | $183,200 | CYOtherRevenueAmt |
| PY Total Revenue | $1,005,876 | PYTotalRevenueAmt |
| CY Total Revenue | $4,957,114 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,316,019 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,095,877 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $522,197 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $527,648 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $660,354 | PYOtherExpensesAmt |
| CY Other Expenses | $494,526 | CYOtherExpensesAmt |
| PY Total Expenses | $5,498,570 | PYTotalExpensesAmt |
| CY Total Expenses | $6,118,051 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,492,694 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,160,937 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $100,278,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,237,456 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,308,012 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,283,324 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $96,970,722 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $107,954,132 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To strengthen the undergraduate programs of public and private, regionally accredited baccalaureate degree granting colleges and universities located in New England through grants. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,255,164 | ExpenseAmt |
| Grant | $5,095,877 | GrantAmt |
| Revenue | $1,892 | RevenueAmt |
| Desc | Grants made to colleges and universities in New England from organization assets, including direct investment related costs. See Schedule I for 2017 grants approved. | Desc |
| Total Program Service Expenses | $5,255,164 | 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 | Yes (1) | 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 | 0 | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| 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 (9 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| William S Reed | ||||||||
| Chairman | 12.00 | 0.00 | Yes (X) | Yes (X) | $40,000 | $0 | $0 | |
| Sister M Therese Antone | ||||||||
| Trustee | 8.00 | 0.00 | Yes (X) | $25,000 | $0 | $0 | ||
| Richard W Cost | ||||||||
| Trustee | 8.00 | 0.00 | Yes (X) | $25,000 | $0 | $0 | ||
| Peter K Davis | ||||||||
| Trustee | 8.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Edward MacKay | ||||||||
| Trustee | 8.00 | 0.00 | Yes (X) | $25,000 | $0 | $0 | ||
| Judith B Wittenberg | ||||||||
| Trustee | 8.00 | 0.00 | Yes (X) | $25,000 | $0 | $0 | ||
| Yvonne B Mumme | ||||||||
| Director of Finance | 40.00 | 0.00 | Yes (X) | $8,077 | $0 | $0 | ||
| Anne M Vaillancourt | ||||||||
| Past Executive Director | 40.00 | 0.00 | Yes (X) | $117,617 | $0 | $16,056 | ||
| Leanne Greeley Bond | ||||||||
| Director of Grants & Programs | 40.00 | 0.00 | $104,707 | $0 | $15,073 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $370,401 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $31,129 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wellington Management Company | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 Congress Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Investment Consulting | ServicesDesc |
| Compensation | $132,887 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $898,659 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $21,210 | UnrelatedBusinessRevenueAmt |
| Exclusion | $877,449 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,240,046 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,364,791 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,875,255 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,875,255 | TotalRevenueColumnAmt |
| Exclusion | $3,875,255 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Management Fees | 900099 | $172,018 | $172,018 | |
| Miscellaneous Income | 900099 | $9,290 | $9,290 | |
| Prior Year Grant Recovery | 900099 | $1,892 | $1,892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $183,200 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,957,114 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,892 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $21,210 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,934,012 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,095,877 | TotalAmt |
| Program Services | $5,095,877 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,750 | TotalAmt |
| Program Services | $140,000 | ProgramServicesAmt |
| Management And General | $141,750 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,626 | TotalAmt |
| Management And General | $200,626 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,382 | TotalAmt |
| Management And General | $13,382 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,108 | TotalAmt |
| Management And General | $7,108 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,782 | TotalAmt |
| Management And General | $24,782 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,422 | TotalAmt |
| Management And General | $12,422 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,711 | TotalAmt |
| Management And General | $410,711 | 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 | $7,526 | TotalAmt |
| Management And General | $7,526 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,265 | TotalAmt |
| Management And General | $11,265 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,087 | TotalAmt |
| Management And General | $15,087 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,287 | TotalAmt |
| Program Services | $19,287 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,350 | TotalAmt |
| Management And General | $2,350 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,519 | TotalAmt |
| Management And General | $1,519 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Miscellaneous | $4,399 | $4,399 |
| Dues | $2,760 | $2,760 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,118,051 | TotalAmt |
| Program Services | $5,255,164 | ProgramServicesAmt |
| Management And General | $862,887 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,632 | BOYAmt |
| EOY | $1,180,899 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,100 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,662,863 | BOYAmt |
| EOY | $81,609,988 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,192,311 | BOYAmt |
| EOY | $28,393,412 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,928 | BOYAmt |
| EOY | $52,057 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,278,734 | BOYAmt |
| EOY | $111,237,456 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,904 | BOYAmt |
| EOY | $78,549 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,183,935 | BOYAmt |
| EOY | $3,163,488 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,173 | BOYAmt |
| EOY | $41,287 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,308,012 | BOYAmt |
| EOY | $3,283,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,970,722 | BOYAmt |
| EOY | $107,954,132 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,970,722 | BOYAmt |
| EOY | $107,954,132 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,278,734 | BOYAmt |
| EOY | $111,237,456 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,160,937 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,144,347 | 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 | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Wellesley College | ||||
| 042103637 | 2 | Yes (1) | $0 | $0 |
| Dartmouth College | ||||
| 020222111 | 2 | Yes (1) | $244,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $244,500 | 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 | LLC and Limited Partnership Interests | Desc |
| Book Value | $28,393,412 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,393,412 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due To Related Parties | Desc |
| Amt | $41,287 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $41,287 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,516,840 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,144,347 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $12,144,347 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,372,493 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $410,711 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $173,910 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $584,621 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,957,114 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,533,430 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,533,430 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $410,711 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $173,910 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $584,621 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,118,051 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 4b - Other Adjustments: | Management Fees 172,018. Prior Year Grant Recovery 1,892. |
| Part XII, Line 4b - Other Adjustments: | Management Fees 172,018. Prior Year Grant Recovery 1,892. |
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 | $8,455,808 | 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 | $8,455,808 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,455,808 | 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 (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Becker College | |||||||
| 61 Sever Street | Worcester | MA | 01609 | 042108346 | 501(c)(3) | $115,100 | To develop the capstone course, provide faculty development, and develop a customized assessment tool for the Agile Mindset program. |
| Bennington College | |||||||
| One College Drive | Bennington | VT | 052016001 | 030179414 | 501(c)(3) | $10,000 | To supportTrustee Philanthropic Partnerships. |
| Boston College | |||||||
| 140 Commonwealth Avenue | Chestnut Hill | MA | 02467 | 042103545 | 501(c)(3) | $75,000 | To support faculty in creating and sustaining inclusive and welcoming classrooms for an increasingly diverse student population. |
| Brown University | |||||||
| One Prospect Street Box 1893 | Providence | RI | 02912 | 050258809 | 501(c)(3) | $225,000 | To facilitate student, faculty and community partnerships that integrate teaching, research and practice to advance undergraduate scholarship addressing social challenges facing communitities and society. |
| Castleton University | |||||||
| 62 Alumni Drive | Castleton | VT | 05735 | 030213787 | Vermont | $154,166 | To create an Integrative Learning Pathway within the General Education Program to encourage students to reflect on and connect their learning. |
| Clark University | |||||||
| 950 Main Street | Worcester | MA | 016101477 | 042111203 | 501(c)(3) | $158,095 | To create courses that allow students to connect what they learn in the classroom with real problems faced by professionals working in the social sciences field. |
| Colleges of the Fenway | |||||||
| 200 Riverway | Boston | MA | 02215 | 113682703 | 501(c)(3) | $100,000 | To increase the number of collaborations, across member colleges, leading to innovative shared academic programs while supporting student enrollment and retention. |
| Connecticut College | |||||||
| 270 Mohegan Avenue | New London | CT | 063204196 | 060646587 | 501(c)(3) | $10,000 | To research and plan for a new, web-based platform that will allow the three participating colleges to manage their procurement practices collaboratively to generate savings. |
| Dartmouth College | |||||||
| 207 Parkhurst Hall | Hanover | NH | 03755 | 020222111 | 501(c)(3) | $244,500 | To implement ePortfolios for all students and refine the directed self-placement process as tools for knowledge transfer within undergraduate writing. |
| Eastern Connecticut State University | |||||||
| 83 Windham Street | Willimantic | CT | 06226 | 061277820 | 501(c)(3) | $202,143 | Support for a two-year project to strengthen students' critical thinking, reading and writing skills beginning with the First Year Introduction (FYI 100) course and continuing through the Level 2 Writing Intensive (WI) course in each major. |
| Forum for the Future of Higher Education | |||||||
| MIT-E90-1210 One Main Street | Cambridge | MA | 02142 | 043333819 | 501(c)(3) | $300,000 | Support for an editorial partnership between the Forum for the Future of Higher Education and WGBH Educational Foundation designed to drive and inform the public around issues of higher education. |
| Gordon College | |||||||
| 255 Grapevine Road | Wenham | MA | 019841899 | 042104258 | 501(c)(3) | $196,033 | To design and implement an assessment system of student learning outcomes and to develop faculty leaders who can partner with administrators in supporting the new program. |
| Johnson State College | |||||||
| 337 College Hill | Johnson | VT | 05656 | 030213787 | Vermont | $224,646 | To create a new general education program for Johnson State and Lyndon State Colleges as they unite to become Northern Vermont University. |
| Lasell College | |||||||
| 1844 Commonwealth Avenue | Newton | MA | 024662716 | 042103585 | 501(c)(3) | $75,000 | To sustain the collaboration as it explores innovative means of lowering the cost of attending small independent colleges. |
| Lasell College | |||||||
| 1844 Commonwealth Avenue | Newton | MA | 024662716 | 042103585 | 501(c)(3) | $100,000 | Support to expand a pilot lower cost alternative program of study for college sophomores by creating a full-year of online education at significantly reduced cost. |
| University of Southern Maine | |||||||
| PO Box 9300 96 Falmouth Street | Portland | ME | 041049300 | 016000769 | 501(c)(3) | $228,996 | To support interdisciplinary faculty teams in creating or modifying courses to address environmental stewardship through community engagement. The project will span five New England states. |
| Marlboro College | |||||||
| PO Box A 2582 South Road | Marlboro | VT | 05344 | 030179593 | 501(c)(3) | $130,000 | To support curriculum development and assessment of student learning outcomes. |
| Merrimack College | |||||||
| 315 Turnpike Street | North Andover | MA | 01845 | 042103731 | 501(c)(3) | $229,346 | To institutionalize experiential education across the curricular, academic support and co-curricular offerings. |
| Middlebury College | |||||||
| 14 Old Chapel Road | Middlebury | VT | 05753 | 030179298 | 501(c)(3) | $120,000 | Support for advancement of digital pedagogy through courses focused on digital learning and research and the creation of senior work in digital form. |
| New England College | |||||||
| 98 Bridge Street | Henniker | NH | 032423298 | 020223955 | 501(c)(3) | $76,400 | Support to develop and implement a Student Success Plan and a Center for Student Success for first-year students. |
| Regis College | |||||||
| 235 Wellesley Street | Weston | MA | 024931571 | 042104451 | 501(c)(3) | $172,926 | To guide the Regis community in utilizing e-Portfolios to support reflective integrative learning among students and to aid the College in the assessment of student learning. |
| Rivier University | |||||||
| 420 Main Street | Nashua | NH | 030605086 | 020223339 | 501(c)(3) | $205,379 | To employ the components of applied positive psychology through a connective framework of strengths-based pedagogies engaging faculty, academic advising, career services and student affairs professionals. |
| Sacred Heart University | |||||||
| 5151 Park Avenue | Fairfield | CT | 06825 | 660776644 | 501(c)(3) | $203,098 | Support to establish a critical thinking program as a component of the University's Core Curriculum. |
| Saint Michael's College | |||||||
| One Winooski Park Box 251 | Colchester | VT | 05439 | 030179403 | 501(c)(3) | $158,000 | Support for faculty as they deliver a new Liberal Studies curriculum and a new advising and mentoring program. |
| Thomas College | |||||||
| 180 West River Road | Waterville | ME | 04901 | 010563385 | 501(c)(3) | $141,835 | Support for course redesign to incorporate open source educational materials in lieu of textbooks. |
| Tufts University | |||||||
| 80 George Street | Medford | MA | 02155 | 042103634 | 501(c)(3) | $175,677 | To develop a curricular and pedagogical model to support authentic engagement in science for undergraduates at the introductory level. |
| Unity College | |||||||
| 90 Quaker Hill Road | Unity | ME | 04988 | 010275130 | 501(c)(3) | $291,000 | To design, pilot and implement a year-round campus model. |
| University of Maine at Machias | |||||||
| 9 OBrien Avenue | Machias | ME | 04654 | 016000769 | 501(c)(3) | $201,912 | Support for expansion of the Supplemental Instruction Program to all non-STEM courses. |
| University of Massachusetts Dartmouth | |||||||
| 285 Old Westport Road | Dartmouth | MA | 027472300 | 237336988 | 501(c)(3) | $10,000 | To implement an Incentive-based budget model. |
| University of Massachusetts Dartmouth | |||||||
| 285 Old Westport Road | Dartmouth | MA | 027472300 | 237336988 | 501(c)(3) | $166,000 | To implement an RCM process to provide incentives for management of allocated costs and to maximize revenue for all units throughout the campus. |
| University of New Haven | |||||||
| 300 Boston Post Road | West Haven | CT | 06516 | 060761704 | 501(c)(3) | $103,125 | To incorporate a series of learning modules in the first-year experience course to support the development of critical thinking skills while teaching students how to live and learn safely and intelligently in the online environment. |
| Wesleyan University | |||||||
| 237 High Street | Middletown | CT | 064590290 | 060646959 | 501(c)(3) | $50,000 | Support for a six-college collaboration to discover best practices in the teaching of oral communication skills to undergraduate students. |
| Worcester Polytechnic Institute | |||||||
| 100 Institute Road | Worcester | MA | 016092280 | 042760551 | 501(c)(3) | $240,000 | To facilitate student, faculty, and staff understanding of teamwork and team advisement in ways that value and utilize contributions of all team members. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 31 | 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 conducts site visits for colleges/universities seeking funding and requires progress and completion reports from the grantee. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 Chairman both review Form 990 prior to it being filed with the IRS or other State entity. |
| Form 990, Part VI, Section B, line 12c | The trustees disclose potential conflicts of interest annually. The disclosures are identified on a conflict of interest disclosure form. At the time the form is completed, the trustees discuss the disclosures to ensure no conflicts of interest exist. Trustees abstain from voting if a conflict exists. |
| Form 990, Part VI, Section B, line 15 | Employee performance and salary reviews are conducted annually on the anniversary of employment and consist of: a performance review, a determination of whether the employee's salary is consistent within the industry, and a determination as to whether the yearly increases reflect merit, inflation, and/or changes of responsibilities. The employee will provide a narrative of accomplishments over the past year and a description of goals for the upcoming year. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Form 990, Page 7, Part VII: | Five of six trustees of the Davis Educational Foundation receive trustee fees annually. Peter Davis is a family member and does not receive any compensation from the Foundation in any form. The Davis Educational Foundation supports payment of trustee fees because of the significant work necessary when evaluating applicants. The trustees conduct site visits for colleges/universities seeking funding, and therefore, they travel throughout New England. Site visits are conducted by trustees in order to properly evaluate the grantee applications. The Organization contends that these payments do not impair the independence of its trustees. |
| Schedule A, Part I, Line 11: | Per the declaration of trust, a majority of the trustees shall be appointed by the representative supported organization. The trustees determine the recipients of the Davis Educational Foundation grants each year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Wellesley College | ||||||||||
| 106 Central Street | Wellesley | MA | 024818203 | 042103637 | Educational Institution | MA | 501(c)(3) | Line 2 | N/A | 0 |
| Dartmouth College | ||||||||||
| 37 Dewey Field Road | Hanover | NH | 037551417 | 020222111 | Educational Institution | NH | 501(c)(3) | Line 2 | 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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