2016-09-28T09:14:04-05:00 2015-12-31 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2015-01-01 042864042 Davis Educational Foundation DAVI 2078469132 30 Forest Falls Drive No 5 Yarmouth ME 04096 Anne M Vaillancourt Executive Director 2078469132 2016-09-26 1 Joseph R Byrne CPA P01289281 2077752387 2016-09-26 2015 2017-02-10 21:41:12Z Anne M Vaillancourt 30 Forest Falls Drive No 5 Yarmouth ME 04096 14684620 0 X davisfoundations.org X 1985 MA Awards Grants 6 6 5 1 37172 36172 0 0 0 0 8428470 2548818 203528 177095 8631998 2725913 2582517 4453600 0 0 484887 505988 0 0 0 594208 664378 3661612 5623966 4970386 -2898053 107565404 99272458 1901514 2827362 105663890 96445096 To strengthen the undergraduate programs of public and private, regionally accredited baccalaureate degree granting colleges and universities located in New England through grants. 0 0 4611885 4453600 Grants made to colleges and universities in New England from organization assets, including direct investment related costs. See Schedule I for 2015 grants approved. 4611885 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 5 1 1 1 1 CJ 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA CA X X Anne Vaillancourt 2078469132 30 Forest Falls Drive No 5 Yarmouth ME 04096 William S Reed Chairman 12.00 X X 40000 0 0 Peter K Davis Trustee 8.00 X 0 0 0 Sister M Therese Antone Trustee 8.00 X 25000 0 0 Richard W Cost Trustee 8.00 X 25000 0 0 Judith B Wittenberg Trustee 8.00 X 25000 0 0 Edward MacKay Trustee 8.00 X 25000 0 0 Anne M Vaillancourt Executive Director 16.00 X 104612 0 18443 244612 0 18443 1 0 0 0 0 1233301 37172 1196129 13274224 11958707 1315517 1315517 1315517 Management Fees 900099 171406 171406 Prior Year Grant Recovery 900099 5689 5689 177095 2725913 5689 37172 2683052 4453600 4453600 263055 140000 123055 183627 183627 12366 12366 23929 23929 23011 23011 11399 11399 577099 577099 9389 9389 5687 5687 16163 16163 18285 18285 9303 9303 1977 1977 UBI Tax 10632 10632 Dues 3305 3305 Miscellaneous 1139 1139 5623966 4611885 1012081 0 936387 798318 71075375 74645508 23789586 23824430 11764056 4202 107565404 99272458 87195 140598 1780624 2648460 33695 38304 1901514 2827362 X 105663890 96445096 105663890 96445096 107565404 99272458 -2898053 -6320741 0 X 0 1 X 1 0 X X 2 Wellesley College 042103637 2 1 0 0 Dartmouth College 020222111 2 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 Part IV, Section B, Line 2 The supported organizations identified in Form 990, Schedule A, Part I appoint trustees who represent the charitable class benefited by the mission of the Organization and its supported organizations. These same trustees have a majority vote on the Organization's board and approve all granting decisions. 0 LLC and Limited Partnership Interests 23824430 F 23824430 Due To Related Parties 38304 38304 -4349022 -6320741 -6320741 1971719 577099 177095 754194 2725913 4869772 0 4869772 577099 177095 754194 5623966 Part XI, Line 4b - Other Adjustments: Management Fees 171,406. Prior Year Grant Recovery 5,689. Part XII, Line 4b - Other Adjustments: Management Fees 171,406. Prior Year Grant Recovery 5,689. 1 Albertus Magnus College 700 Prospect Street New Haven CT 06511 060646520 501(c)(3) 173100 For curricular redesign and faculty development to advance students' critical thinking skills and digital literacy in traditional, blended and online programs. Association of American Colleges & Universities 1818 R Street NW Washington DC 20009 521945674 501(c)(3) 322000 To work with eight public and private institutions in New England as they move to the next level of learning-intensive educational reform. Assumption College 500 Salisbury Street Worcester MA 01609 042105776 501(c)(3) 156675 To investigate whether manipulating emotions in the classroom influences learning success. Bay Path University 588 Longmeadow Street Longmeadow MA 01106 042103865 501(c)(3) 233550 To expand e-portfolio usage and create digital badges to more fully capture, validate and assess the undergraduate learning experience. Bay Path University 588 Longmeadow Street Longmeadow MA 01106 042103865 501(c)(3) 10000 To expand procurement and purchasing for the Cooperating Colleges of Greater Springfield. Bennington College One College Drive Bennington VT 05201 030179414 501(c)(3) 50000 To improve communications with newly accepted students. Boston Library Consortium 10 Milk Street Boston MA 02108 042605198 501(c)(3) 400000 To conduct an analysis of bibliographic records and recent circulation activity for print monographs at participating campuses. Bridgewater State University 131 Summer Street Bridgewater MA 02325 046002284 Massachusetts 200000 To implement prior learning assessment policies and practices within the five CONNECT institutions in southeastern Massachusetts. Castleton State College 62 Alumni Drive Castleton VT 05735 030213787 Vermont 10000 To develop an integrative learning program that teaches students how to integrate and transfer their learning -- over time, across courses, and between academic, personal and community settings. Colleges of the Fenway 375 Longwood Avenue Boston MA 02215 113682703 501(c)(3) 10000 To conduct a leadership institute on college financials. Fairfield University North Benson Road Fairfield CT 06824 060646623 501(c)(3) 10000 To develop a strategic plan. Five Colleges Incorporated 97 Spring Street Amherst MA 01002 046134696 501(c)(3) 280000 To improve accessibility of information technology resources and continuity of operations planning at member colleges. Franklin Pierce University 40 University Drive Rindge NH 03461 020263136 501(c)(3) 10000 To engage facilitation and analytic expertise to assist University leaders in strategic review and planning of institutional and academic models and programs. Husson University One College Circle Bangor ME 04401 010271210 501(c)(3) 142400 To develop a new general education curriculum, train faculty in instruction and evaluation, and establish infrastructure for ongoing program oversight, assessment, and revision. Lasell College 1844 Commonwealth Avenue Newton MA 02466 042103585 501(c)(3) 69000 To continue course design and assessment of the new core curriculum. Lasell College 1844 Commonwealth Avenue Newton MA 02466 042103585 501(c)(3) 10000 To develop and pilot the Sophomore Away Option. Lesley University 29 Everett Street Cambridge MA 02138 042103589 501(c)(3) 175137 To create new pedagogical projects that integrate visual literacy across the liberal arts and science disciplines and professional majors. Marlboro College PO Box A Marlboro VT 05344 030179593 501(c)(3) 10000 To conduct a college-wide undergraduate faculty retreat. Massachusetts College of Liberal Arts 375 Church Street North Adams MA 01247 046002284 501(c)(3) 40000 To implement predictive software that alerts faculty, advisors, and students of patterns that indicate a student may need support. Mount Holyoke College 50 College Street South Hadley MA 01075 042103578 501(c)(3) 10000 Planning for academic department clusters. Northeastern University 360 Huntington Avenue Boston MA 02115 041679980 501(c)(3) 202829 To study self-directed learning and adaptive expertise in students completing one, two and three co-op placements. Saint Joseph's College 278 Whites Bridge Road Standish ME 04084 010212542 501(c)(3) 10000 To compile and produce The Big Data Book. Salem State University 352 Lafayette Street Salem MA 01970 042325342 501(c)(3) 258185 To redesign all sections of select high enrollment courses to incorporate active learning. Salem State University 352 Lafayette Street Salem MA 01970 042325342 501(c)(3) 10000 To conduct budget modeling. Salve Regina University 100 Ochre Point Avenue Newport RI 02840 050259080 501(c)(3) 10000 To conduct University fora and strategic planning for cost control. Simmons College 300 The Fenway Boston MA 02115 042103629 501(c)(3) 299676 To support professional development and curriculum design for a new undergraduate core curriculum. Stonehill College 320 Washington Street Easton MA 02357 042104229 501(c)(3) 233800 To advance an integrated mentoring and advising plan with the goal of providing each student a transformational educational experience. University of Connecticut 352 Mansfield Rd Unit 1133 Storrs CT 06269 066070722 501(c)(3) 99998 To pilot the use of Open Textbooks as a cost-saving measure for students. University of Massachusetts at Boston 100 Morrissey Boulevard Boston MA 02125 043167352 501(c)(3) 331737 To incorporate e-portfolios into campus assessment systems to improve and strengthen assessment of student learning and better integrate the learning goals of general education and undergraduate majors. University of New England 11 Hills Beach Road Biddeford ME 04005 010211810 501(c)(3) 10000 To create an integrated business plan that includes finance, enrollment and academics. University of New Hampshire Service Building Durham NH 03824 026000937 501(c)(3) 323323 To coordinate interdisciplinary STEM material, peer student mentoring, and redesigned pedagogical approaches to improve student persistence to degree in the biological sciences and the skill level of biological sciences graduates. Wesleyan University 237 High Street Middletown CT 06459 060646959 501(c)(3) 300000 To increase the number of courses in the undergraduate curriculum incorporating project-based teaching and learning methods. Wheaton College 26 East Main Street Norton MA 02766 042103638 501(c)(3) 10000 To engage faculty in a retention working group and retention summit. Worcester Polytechnic Institute 100 Institute Road Worcester MA 01609 042760551 Massachusetts 10000 To modify campus systems to accommodate students who pursue co-op placements or master's degrees while earning their bachelor's degree in four years. 34 0 Part I, Line 2: The Organization conducts site visits for colleges/universities seeking funding and requires progress and completion reports from the grantee. Form 990, Part VI, Section B, line 11 The Executive Director and the chairman of the board review Form 990 prior to the document's filing, and the Executive Director signs the return. 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. 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, prorated for the amount of time each trustee has been on the board. 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. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0