2018-10-30T14:05:08-05:00 2017-12-31 204193611 Batts Morrison Wales & Lee PA 801 North Orange Avenue Suite 800 Orlando FL 32801 990PF 2017-01-01 256041850 Arthur Vining Davis Foundation #2 ARTH 9043590670 225 Water Street Suite 1510 Jacksonville FL 32202 Timothy Michel CFO 9043590670 2018-10-26 1 Michele M Wales P00428093 4077706000 2018-10-26 99.25.81.133 2018-10-26 12:28:01 ED P 4D9701B68557F9430A73DA0500A461604B81D5E7 A7F67317B2BBBCD9BF94EB815CE7D51760DC5929 2017 2018-06-14 16:35:46Z X 100791369 X X 409420 409420 1649074 1649074 3306437 17674617 3306437 28315 0 5393246 5364931 317745 136525 181220 160869 0 160869 103087 0 103087 7603 0 7603 17471 3494 13977 51510 0 51510 143622 23236 16758 38215 0 38215 61880 0 59415 14276 0 14276 158437 24840 133597 1074715 188095 780527 188000 188000 1262715 188095 968527 4130531 5176836 994870 668008 668008 4315 1850 1850 6282414 6886683 6886683 67497521 79286022 79286022 8257580 7568878 7568878 5027468 6211836 6211836 161025 168092 168092 88225193 100791369 100791369 3930 11537 3930 11537 X 88221263 100779832 88221263 100779832 88225193 100791369 88221263 4130531 8428038 100779832 0 100779832 Publicly traded securities P 17674617 14368180 3306437 3306437 3306437 0 2153572 83131188 0.025906 4101984 85228072 0.048129 5221763 87239229 0.059856 4176250 83265818 0.050156 3916514 78829313 0.049683 0.233730 0.046746 92715916 4334098 51768 4385866 968527 103537 0 103537 0 103537 92000 11537 0 103537 X 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 FL PA 1 0 0 0 0 1 www.avdf.org Office of the President 9043590670 225 Water Street Suite 1510 Jacksonville FL 32202 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JH Dow Davis 225 Water Street Suite 1510 Jacksonville FL 32202 Chairman 5.00 0 0 0 Caleb N Davis 225 Water Street Suite 1510 Jacksonville FL 32202 Trustee 1.00 0 0 0 Dr Christopher V Davis 225 Water Street Suite 1510 Jacksonville FL 32202 Trustee (Term ended 02/17) 0.25 0 0 0 Serena Davis Hall 225 Water Street Suite 1510 Jacksonville FL 32202 Trustee 1.00 0 0 0 Dr William Given Kee 225 Water Street Suite 1510 Jacksonville FL 32202 Trustee 1.00 0 0 0 Alicia Jaworski 225 Water Street Suite 1510 Jacksonville FL 32202 Trustee 1.00 0 0 0 John L Kee III 225 Water Street Suite 1510 Jacksonville FL 32202 Trustee 1.00 0 0 0 Amanda Davis 225 Water Street Suite 1510 Jacksonville FL 32202 Trustee 1.00 0 0 0 Eric Davis 225 Water Street Suite 1510 Jacksonville FL 32202 Trustee 1.00 0 0 0 Meg Davis Maiden 225 Water Street Suite 1510 Jacksonville FL 32202 Trustee (Term began 05/17) 0.75 0 0 0 Dr Nancy Cable 225 Water Street Suite 1510 Jacksonville FL 32202 President 15.00 107707 29235 0 Bank of New York Mellon Corporation 225 Water Street Suite 1510 Jacksonville FL 32202 Corporate Trustee/Investme 1.00 210038 0 0 Adora Gross 225 Water Street Suite 1510 Jacksonville FL 32202 VP for Administratio 15.00 47155 16469 0 Timothy Michel 225 Water Street Suite 1510 Jacksonville FL 32202 Chief Financial Offi 15.00 43759 17180 0 0 NONE 0 0 93372331 755503 0 94127834 0 0 94127834 1411918 92715916 4635796 4635796 103537 103537 4532259 28315 4560574 0 4560574 968527 0 968527 0 968527 4560574 882798 0 0 968527 882798 0 0 85729 0 0 0 0 0 0 0 0 4474845 0 0 0 Dr Nancy Cable Arthur Vining Davis 225 Water Street Suite 1510 Jacksonville FL 32202 9043590670 Applicants should submit a brief letter of inquiry describing the proposed project. A budget outline and narrative should also be appended. After evaluation of the initial proposal, further detailed information may be requested. Copies of audited financial statements for the recent years are sometimes requested. All proposals must have the support of the president or other primary executive of an institution. All prospective grantee partners should review the additional information provided in the respective program pages of the Foundation's web page. N/A The following activities/organizations are not supported by the Foundation: A) Institutions outside the U.S. and its possessions B) Assistance to individuals (except as chosen by a grantee institution under an organized scholarship program) C) Support for voter registration drives, voter education, efforts to influence elections or legislation D) Expenditures for non-charitable purposes E) Institutions primarily supported by governmental funds (except in environment and palliative care programs) F) Private foundations within sec. 509(A) of the 1969 Tax Reform Act Aspen Institute 1000 North Third Street Aspen CO 81611 None Public charity Charitable purposes 150000 Beth C Wright Cancer Resource Center PO Box 322 Ellsworth ME 04605 None Public charity Charitable purposes 1000 Cambridge School of Weston Inc 45 Georgian Road Weston MA 02493 None Public charity Charitable purposes 3000 Good Shepherd Food Bank PO Box 1807 Auburn ME 04211 None Public charity Charitable purposes 2000 Indian Lake Theatre 13 W Main Street Indian Lake NY 12842 None Public charity Charitable purposes 1000 Maine Public Broadcasting Corporation 1450 Lisbon Street Lewiston ME 04240 None Public charity Charitable purposes 2000 Natural Resources Council Inc 3 Wade Street Augusta ME 04330 None Public charity Charitable purposes 1000 North Anoka County Emergency Foodshelf PO Box 2 Cedar MN 55011 None Public charity Charitable purposes 8000 Rivers School Corporation 333 Winter Street Weston MA 02493 None Public charity Charitable purposes 4000 Seeds of Peace Inc 370 Lexington Avenue Room 1201 New York NY 10017 None Public charity Charitable purposes 2000 University of Vermont and State Agricultural College Foundation 411 Main Street Burlington VT 05401 None Public charity Charitable purposes 3000 Woods Hole Oceanographic Institution 569 Woods Hole Road-MS14 Woods Hole MA 02543 None Public charity Charitable purposes 2000 Xeroderma Pigmentosum Family Support Group 10259 Atlantis Drive Elk Grove CA 95624 None Public charity Charitable purposes 9000 188000 0 14 409420 14 1649074 01 28315 18 3306437 UBTI from partnership investments 900099 -3841 14 3841 -3841 5397087 0 5393246 0 0 0 0 0 0 0 0 0 0 Auditing & tax advisory services 17471 3494 13977 Form 990-PF, Part VIII, Line 1, Column b - Corporate Trustee Avrg Hrs/Wk As Corporate Trustee, BNY Mellon, N.A. provides administrative services such as acting as investment manager for the Foundation. These services require numerous individual bank employees' involvement in the activities of the Foundation and thus cannot be quantified on an hourly basis. Therefore, the Trustee's fees are not based upon an hourly basis but are calculated based upon factors such as the market value of the account and in accordance with the Trustee's agreement with the Foundation. 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