DAVIS FAMILY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DAVIS FAMILY FOUNDATION (EIN 01-0390443)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-12
- IRS object ID
- 201502249349301135
- Schema version
- 2014v5.0
- 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 | 2015-08-12T09:36:48-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | Anne Vaillancourt | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2078469132 | PhoneNum |
| Signature | 2015-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara J McGuan CPA | PreparerPersonNm |
| PTIN | P00219457 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2015-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Anne Vaillancourt | 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 | $13,136,294 | 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 | $2,379,088 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,798,344 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,300 | PYOtherRevenueAmt |
| CY Other Revenue | $10,818 | CYOtherRevenueAmt |
| PY Total Revenue | $2,392,388 | PYTotalRevenueAmt |
| CY Total Revenue | $1,809,162 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,096,359 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,245,517 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $67,253 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $70,130 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $291,076 | PYOtherExpensesAmt |
| CY Other Expenses | $340,111 | CYOtherExpensesAmt |
| PY Total Expenses | $2,454,688 | PYTotalExpensesAmt |
| CY Total Expenses | $2,655,758 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$62,300 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$846,596 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,759,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,283,775 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,388 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,154 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,728,193 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $70,245,621 | 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 | $2,270,517 | ExpenseAmt |
| Grant | $2,245,517 | GrantAmt |
| Revenue | $10,818 | RevenueAmt |
| Desc | Grants allocated in support of 501(c)(3) organizations. See Schedule I for 2014 grants approved. | Desc |
| Total Program Service Expenses | $2,270,517 | 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 | 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 | 9 | 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 | Yes (1) | 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 | Anne Vaillancourt | 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 (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| David J Bucci | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Michael R Currie | ||||||
| Trustee | 2.00 | Yes (X) | $5,000 | $0 | $0 | |
| Ralph I Lancaster Jr | ||||||
| Trustee | 2.00 | Yes (X) | $5,000 | $0 | $0 | |
| Kevin P McCarthy | ||||||
| Trustee | 2.00 | Yes (X) | $5,000 | $0 | $0 | |
| Anne B Pringle | ||||||
| Trustee | 2.00 | Yes (X) | $5,000 | $0 | $0 | |
| Rebekah A Bucci | ||||||
| Chair | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Samuel M DiCapua | ||||||
| Trustee | 2.00 | Yes (X) | $5,000 | $0 | $0 | |
| Anne Vaillancourt | ||||||
| Executive Director | 16.00 | $38,857 | $0 | $6,273 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $63,857 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,273 | 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 | $843,225 | TotalRevenueColumnAmt |
| Exclusion | $843,225 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,282,251 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,327,132 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $955,119 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $955,119 | TotalRevenueColumnAmt |
| Exclusion | $955,119 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Year Grant Recovery | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,818 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,818 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,818 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,809,162 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,818 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,798,344 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,245,517 | TotalAmt |
| Program Services | $2,245,517 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,130 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
| Management And General | $45,130 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,273 | TotalAmt |
| Management And General | $67,273 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140 | TotalAmt |
| Management And General | $140 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,485 | TotalAmt |
| Management And General | $10,485 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,312 | TotalAmt |
| Management And General | $215,312 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,687 | TotalAmt |
| Management And General | $8,687 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,717 | TotalAmt |
| Management And General | $5,717 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,393 | TotalAmt |
| Management And General | $17,393 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69 | TotalAmt |
| Management And General | $69 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,252 | TotalAmt |
| Management And General | $2,252 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,061 | TotalAmt |
| Management And General | $2,061 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Dues | $7,810 | $7,810 |
| Miscellaneous | $2,912 | $2,912 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,655,758 | TotalAmt |
| Program Services | $2,270,517 | ProgramServicesAmt |
| Management And General | $385,241 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $476,726 | BOYAmt |
| EOY | $353,277 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,300 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,973,954 | BOYAmt |
| EOY | $43,438,898 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,247,778 | BOYAmt |
| EOY | $26,440,769 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,823 | BOYAmt |
| EOY | $50,831 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,759,581 | BOYAmt |
| EOY | $70,283,775 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,648 | BOYAmt |
| EOY | $11,079 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,740 | BOYAmt |
| EOY | $27,075 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,388 | BOYAmt |
| EOY | $38,154 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,728,193 | BOYAmt |
| EOY | $70,245,621 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,728,193 | BOYAmt |
| EOY | $70,245,621 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,759,581 | BOYAmt |
| EOY | $70,283,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$846,596 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,379,024 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$15,000 | 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 TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ME Medical Center | ||||
| 010238552 | 3 | Yes (1) | $75,000 | $0 |
| Ptlnd Symphony Orchestra | ||||
| 016006058 | 7 | Yes (1) | $0 | $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 | $150,000 | SupportSumAmt |
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 | $26,440,769 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $26,440,769 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Related Parties | Desc |
| Amt | $27,075 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,075 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,962,056 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,379,024 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,379,024 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,583,032 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $215,312 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $10,818 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $226,130 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,809,162 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,444,628 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $15,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $15,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,429,628 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $215,312 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $10,818 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $226,130 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,655,758 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 4b - Other Adjustments: | Prior Year Grant Recovery 10,818. |
| Part XII, Line 2d - Other Adjustments: | Voided Grant Award 15,000. |
| Part XII, Line 4b - Other Adjustments: | Prior Year Grant Recovery 10,818. |
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 | $16,269,577 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $16,269,577 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $16,269,577 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | 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 (105 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 317 Main Community Music Center | |||||||
| 317 Main Street | Yarmouth | ME | 04096 | 201424631 | 501(c)(3) | $10,000 | Funding to expand the financial aid fund and outreach programs for music lessons. |
| Abbe Museum | |||||||
| PO Box 286 | Bar Harbor | ME | 04609 | 010211777 | 501(c)(3) | $15,000 | Funding for a year-long exhibit of Wabanaki items borrowed from other Northeastern museums. |
| Aroostook Hospice Foundation dba Aroostook House of Comfort | |||||||
| PO Box 867 | Presque Isle | ME | 04769 | 270301534 | 501(c)(3) | $100,000 | Funding to build a six-bed residential facility to provide palliative and hospice care. |
| Association Culturelle et Historique du Mont-Carmel | |||||||
| PO Box 150 | Lille | ME | 04746 | 010423359 | 501(c)(3) | $50,000 | Funding to insulate and finish the interior of the new exhibition building. |
| Bagaduce Music Lending Library | |||||||
| PO Box 829 | Blue Hill | ME | 04614 | 222537865 | 501(c)(3) | $25,000 | Funding to renovate a building, connect to the town sewer, install bathroom facilities, and create 75 parking spaces for the new community arts center. |
| Bangor Symphony Orchestra | |||||||
| PO Box 1441 | Bangor | ME | 04402 | 010024645 | 501(c)(3) | $7,500 | Support for the ticket voucher program which provides free tickets to orchestra concerts for K-12 students. |
| Berwick Academy | |||||||
| 31 Academy Street | South Berwick | ME | 03908 | 010223755 | 501(c)(3) | $30,000 | Funding to renovate and repurpose the historic Oakes House and the Jewett Barn into an on-campus Wellness Center. |
| Boothbay Harbor Memorial Library | |||||||
| 4 Oak Street | Boothbay Harbor | ME | 04538 | 010224627 | 501(c)(3) | $20,000 | Support for the capital campaign to expand the 1840's library building by 20% and renovate existing space. |
| Cary Medical Center | |||||||
| 163 Van Buren Road Ste 1 | Caribou | ME | 04736 | 010530375 | $14,650 | Funding to host a three-day eating disorder training program for health professionals in northern Maine. | |
| Celebration Barn Theater | |||||||
| 190 Stock Farm Road | South Paris | ME | 04281 | 237321583 | 501(c)(3) | $20,000 | Support for interior renovations including flooring, heating, paint and lighting upgrades. |
| Center for Maine Contemporary Art | |||||||
| PO Box 147 | Rockport | ME | 04856 | 010282701 | 501(c)(3) | $10,000 | Support to bring mentor artists into four local elementary school classrooms twice a week for one month to provide art programs and professional development. |
| Chesterville Center Union Meeting House Inc | |||||||
| 72 Dutch Gap Road | Chesterville | ME | 04938 | 016014722 | 501(c)(3) | $10,000 | Funding for a wheelchair ramp, bathroom facility, heating system, and floor vapor barrier for the 1851 meeting house. |
| Children's Dyslexia Center | |||||||
| 1897 Congress Street | Portland | ME | 04102 | 043169620 | 501(c)(3) | $10,000 | Funding to train tutors for children with dyslexia in the structured, multisensory Orton-Gillingham method. |
| Children's Museum & Theatre of Maine | |||||||
| P O Box 4041 | Portland | ME | 04101 | 010352258 | 501(c)(3) | $15,000 | Support to partner with Youth and Family Outreach to develop and provide year-long literacy programs to three preschool classrooms. |
| Cottage Street Creative Exchange Inc | |||||||
| 13 Cottage Street | Norway | ME | 04268 | 205341276 | 501(c)(3) | $5,000 | Support to offer free afterschool dance classes at the school and at the studio, and to create a dance festival in Oxford Hills and Portland. |
| Creative Spaces | |||||||
| 14 Hanover St | Portland | ME | 04104 | 461310140 | 501(c)(3) | $10,000 | Support to construct thirty musician rehearsal studios in the newly leased warehouse. |
| Crisis and Counseling Centers Inc | |||||||
| PO Box 558 | Augusta | ME | 04330 | 010288363 | 501(c)(3) | $15,000 | Funding to purchase laptops, mobile printers, and signature pads to reduce paperwork and provide remote access to patient records. |
| Deer Isle-Stonington Historical Society | |||||||
| PO Box 652 | Deer Isle | ME | 04627 | 016013511 | 501(c)(3) | $10,652 | Support to expand the archives vault and add a climate control system. |
| Denmark Arts Center | |||||||
| PO Box 813 | Denmark | ME | 04022 | 223320354 | 501(c)(3) | $5,700 | Funding to refurbish the 1883 art building formerly known as Oddfellows Hall. |
| Downeast Rail Heritage Preservation Trust | |||||||
| PO Box 950 | Bar Harbor | ME | 04609 | 161714124 | 501(c)(3) | $8,400 | Support for the experiential education program where children learn the history of locomotives and the development of the region while riding in a vintage train. |
| Dyer Library Association dba Dyer Library and Saco Museum | |||||||
| 371 Main Street | Saco | ME | 04072 | 010211500 | 501(c)(3) | $8,000 | Funding to replace 11 movable museum walls used to subdivide the museum gallery. |
| Eastern Maine Medical Center | |||||||
| c/o One Cumberland Place | Bangor | ME | 04401 | 010211501 | 501(c)(3) | $100,000 | A capital campaign to construct a new building for cardiovascular and neonatal intensive care services, and to remodel an existing building into a delivery suite. |
| Eastport Arts Center | |||||||
| PO Box 153 | Eastport | ME | 04631 | 010436739 | 501(c)(3) | $8,548 | Funding to purchase audio equipment for performances such as microphones, speakers, amplifier, mixer, cables and stands. |
| Educate Maine | |||||||
| 15 Monument Square 4th Floor | Portland | ME | 04101 | 203559947 | 501(c)(3) | $25,000 | Support to develop and disseminate the 2015 Education Indicators Report and launch a related public engagement campaign to encourage investment in early childhood initiatives. |
| Effingham Preservation Society | |||||||
| PO Box 151 | Effingham | NH | 03882 | 020509786 | 501(c)(3) | $7,800 | Funding to replace the roof on their 1816 historic building. |
| Fenix Theatre Company | |||||||
| 28 Woodmoor Road | South Portland | ME | 04106 | 263120354 | 501(c)(3) | $5,000 | Support to hire a managing director, add live sound, and cover general expenses to perform live Shakespeare at Deering Oaks Park in Portland, Maine. |
| Firehouse Arts at Winslow Station | |||||||
| 20 Center Street | Yarmouth | ME | 04096 | 452906304 | 501(c)(3) | $10,000 | Funding to complete the courtyard sculpture garden area and to offer free art workshops to the public. |
| Foundation for Blood Research | |||||||
| PO Box 190 | Scarborough | ME | 04074 | 237346415 | 501(c)(3) | $15,000 | Funding to develop kits to test arsenic in drinking water at World Health Organization cut-off levels which are less than Maine levels. |
| Foundation for Maine's Community Colleges | |||||||
| 54 Lighthouse Circle | South Portland | ME | 04106 | 271363414 | 501(c)(3) | $75,000 | Support to construct a math lab in York County Community College's new academic building to assist students in need of remedial math courses. |
| Franco-American Heritage Center (FAHC) | |||||||
| 46 Cedar Street | Lewiston | ME | 04241 | 010536445 | 501(c)(3) | $20,000 | Funding to purchase and install a fire suppression system in the Performance Hall. |
| Franklin Historical Society | |||||||
| PO Box 317 | Franklin | ME | 04634 | 010378440 | 501(c)(3) | $10,000 | Funding to replace the foundation and roof on the 1860's schoolhouse building. |
| Freeport Community Players | |||||||
| PO Box 483 | Freeport | ME | 04032 | 010454269 | 501(c)(3) | $5,000 | Support for advertising expenses to develop and market an arts and culture festival in Freeport, Maine. |
| Freeport Historical Society | |||||||
| 45 Main Street | Freeport | ME | 04032 | 010346944 | 501(c)(3) | $5,500 | Funding to survey Pettengill Farm to identify the locations of the wharf, brickyard, and kiln with participating high school students and community members. |
| Friends of Alfred Shaker Museum | |||||||
| PO Box 873 | Alfred | ME | 04002 | 010502613 | 501(c)(3) | $9,700 | Funding to renovate the second floor into a reading room and office, replace storm windows and add ultraviolet window protection. |
| Friends of Fort Knox | |||||||
| PO Box 456 | Bucksport | ME | 04416 | 010478281 | 501(c)(3) | $20,000 | Funding for masonry repointing on the exterior granite blocks. |
| Friends of Little River Lighthouse | |||||||
| PO Box 671 | East Machias | ME | 04630 | 010499730 | 501(c)(3) | $12,775 | Funding to paint the Little River Light Station's tower and keeper's house. |
| Friends of Swan Island | |||||||
| PO Box 246 | Richmond | ME | 04357 | 810546043 | 501(c)(3) | $10,800 | Funding to remove lead paint on the 1763 Gardiner-Dumaresq House and adjacent Boathouse and repaint the exterior. |
| Friends of the Swan's Island Lighthouse | |||||||
| c/o Town Office | Swans Island | ME | 04685 | 264546654 | 501(c)(3) | $20,000 | Funding to restore the interior of the lighthouse tower. |
| Friends of the Zorach Fountain | |||||||
| PO Box 846 | Bath | ME | 04530 | 141856075 | 501(c)(3) | $10,000 | Funding for pond and landscape restoration to protect and enhance the Spirit of the Sea fountain sculpture. |
| Gardiner Library Association | |||||||
| 152 Water Street | Gardiner | ME | 04345 | 510201464 | 501(c)(3) | $25,000 | Funding to complete the lower level renovation which includes moisture mitigation, HVAC extension, and new light fixtures and furniture. |
| Gedakina Inc | |||||||
| PO Box 2478 | Bangor | ME | 04402 | 331075692 | 501(c)(3) | $10,000 | Funding for year two of the three-year reading initiative for Native American children ages birth to eighth grade. |
| The Good Will-Hinckley Home Association | |||||||
| PO Box 159 | Hinckley | ME | 04944 | 010211508 | 501(c)(3) | $5,200 | Funding to create a six-week series of STEM programs for fourth grade classrooms, present family astronomy fieldtrips, and hold a week-long astronomy day camp. |
| The Grand Theater | |||||||
| 165 Main Street | Ellsworth | ME | 04605 | 010332058 | 501(c)(3) | $14,000 | Funding to upgrade the existing website with ticketing software to allow patrons to choose seats as they purchase tickets online. |
| Hampden Historical Society | |||||||
| PO Box 456 | Hampden | ME | 04444 | 016047415 | 501(c)(3) | $19,500 | Funding to purchase and install a new heating system in the archival wing. |
| Health Access Network | |||||||
| PO Box 99 | Lincoln | ME | 04457 | 113650708 | 501(c)(3) | $27,281 | Funding to purchase panoramic digital x-ray equipment to improve dental care in rural Maine. |
| HealthInfoNet | |||||||
| 125 Presumpscot Street | Portland | ME | 04103 | 205150062 | 501(c)(3) | $50,000 | Support to convene stakeholders to create a strategy for implementing a shared electronic care plan for all Mainers. |
| Heartwood College of Art | |||||||
| 2 Main Street 17-223 | Biddeford | ME | 04005 | 020373379 | 501(c)(3) | $10,000 | Funding to partner with Southern Maine Health Care to offer a studio art program for cancer survivors and caregivers. |
| Herring Gut Learning Center | |||||||
| PO Box 286 | Port Clyde | ME | 04855 | 233007187 | 501(c)(3) | $10,000 | Funding for the experiential aquaponic science and business-based STEM program for at-risk middle school students. |
| HomeHealth - Visiting Nurses of Southern Maine | |||||||
| 15 Industrial Park Road | Saco | ME | 04072 | 222571902 | 501(c)(3) | $43,050 | Funding for equipment to expand telehealth services for patients with chronic illnesses. |
| IngenuityNE | |||||||
| 100 Hyde Rd | Farmington | CT | 06034 | 455482105 | 501(c)(3) | $25,000 | Funding for registration fees, materials, and sponsorships for Maine high school robotics teams to compete. |
| Inland Hospital | |||||||
| 200 Kennedy Memorial Drive | Waterville | ME | 04901 | 010217211 | 501(c)(3) | $25,000 | Funding to purchase a monitoring system to enable doctors and nurses to monitor a baby's vital statistics remotely. |
| Island Commons Resource Center | |||||||
| 132 Littlefield Road | Chebeague Island | ME | 04017 | 010496139 | 501(c)(3) | $15,000 | Funding to replace the kitchen floor, cabinets, and appliances, and to add a pantry. |
| Jobs for Maine's Graduates Inc | |||||||
| 45 Commerce Drive Suite 9 | Augusta | ME | 04430 | 010482628 | 501(c)(3) | $29,878 | Support to develop career-based applied learning lessons for middle school students in Southern Maine as part of a statewide Department of Education career preparation initiative. |
| John B Curtis Free Public Library | |||||||
| 1163 Main Road | Bradford | ME | 04110 | 010507047 | 501(c)(3) | $9,424 | Funding to insulate the exterior basement walls and attic, and replace weather stripping on doors and windows. |
| LearningWorks | |||||||
| 181 Brackett Street | Portland | ME | 04102 | 010353682 | 501(c)(3) | $11,745 | Support to purchase 20 Microsoft tablets and software to assist students in obtaining valuable computer literacy skills. |
| Maine Coast Memorial Hospital | |||||||
| 50 Union Street | Ellsworth | ME | 04605 | 010198331 | 501(c)(3) | $15,000 | Funding to renovate the nurses' station and nursery and purchase an infant warmer, chairs, and beds to accommodate an increase in deliveries caused by the closure of Blue Hill Memorial Hospital's Obstetric department. |
| Maine College of Art | |||||||
| 255 Congress Street | Portland | ME | 04101 | 010378758 | 501(c)(3) | $50,000 | Funding to offer recreational youth circus programs at the former industrial site Thompson Point and develop a permanent home for the Conservatory. |
| Maine Dental Health Out-Reach Inc | |||||||
| PO Box 275 | Winthrop | ME | 04364 | 203074754 | 501(c)(3) | $25,000 | Support to provide comprehensive oral health services to 700 children pre-K-12 in Central and Western Maine. |
| Maine Medical Center | |||||||
| 22 Bramhall Street | Portland | ME | 04102 | 010238552 | 501(c)(3) | $75,000 | Funding to assist patients with end-of-life care planning through patient educational materials, POLST facilitator training, and updates to the electronic medical record system to document wishes. |
| Maine Quality Counts | |||||||
| PO Box 190 | Manchester | ME | 04351 | 204935972 | 501(c)(3) | $75,000 | Support to transition Community Care Teams to a sustainable multi-payer system. |
| Maine State Ballet | |||||||
| 348 US Route One | Falmouth | ME | 04105 | 010420070 | 501(c)(3) | $5,000 | Support to install a new dance floor and to clean and protect the existing soundboard. |
| Maine Youth Leadership | |||||||
| PO Box 11483 | Portland | ME | 04104 | 942974607 | 501(c)(3) | $5,000 | Funding to host a four-day leadership seminar at the University of Southern Maine for select tenth-grade students throughout Maine. |
| Mark and Emily Turner Memorial Library | |||||||
| 39 Second St | Presque Isle | ME | 04769 | 016149025 | 501(c)(3) | $15,000 | Funding to install a self-checkout system, expand the youth book collection, and purchase three MacBook Pro computers. |
| The McLaughlin Foundation | |||||||
| P O Box 492 | South Paris | ME | 04281 | 010509638 | 501(c)(3) | $15,000 | Support to develop a master plan for the newly acquired 1.6-acre Curtis House, an 1840's homestead. |
| Meridian Stories | |||||||
| 24 Cunningham Road | Freeport | ME | 04032 | 800903817 | 501(c)(3) | $15,000 | Funding to challenge middle and high school students to produce a curricular-driven digital story. |
| Morrison Center | |||||||
| 60 Chamberlain Road | Scarborough | ME | 04074 | 010243254 | 501(c)(3) | $25,000 | Support to improve safety with photo ID badges, automated glass doors, surveillance equipment, and a security system plan. |
| Museum L-A | |||||||
| 35 Canal Street | Lewiston | ME | 04240 | 010504257 | 501(c)(3) | $10,000 | Funding for an interactive exhibit on the making of music in Lewiston-Auburn from the 1950s to 1970s. |
| My Place Teen Center | |||||||
| 755 Main Street | Westbrook | ME | 04092 | 010509578 | 501(c)(3) | $35,000 | Support for the two-year internship program for high school students designed to keep them in school and increase their graduation rates. |
| New England Electric Railway Historical Society dba Seashore Trolley Museum | |||||||
| PO Box A | Kennebunkport | ME | 04046 | 010244457 | 501(c)(3) | $50,000 | Funding to improve buildings on the museum campus to protect and display the collection of vintage vehicles and artifacts. |
| North Haven Library Inc | |||||||
| PO Box 486 | North Haven | ME | 04583 | 016016566 | 501(c)(3) | $6,000 | Funding to blow cellulose into the walls and crawlspace where there is currently no insulation. |
| Northeast Historic Film | |||||||
| P O Box 900 | Bucksport | ME | 04416 | 222823713 | 501(c)(3) | $10,000 | Support to partner with the Maine State Library to make historical analog videos available to the public in digital format. |
| One Longfellow Square | |||||||
| 181 State Street Suite 201 | Portland | ME | 04101 | 383833355 | 501(c)(3) | $7,100 | Funding to produce five concerts that represent music first played and recorded during the defining social movements that shaped America. |
| Pejepscot Historical Society | |||||||
| 159 Park Row | Brunswick | ME | 04011 | 016024157 | 501(c)(3) | $10,000 | Support to repair and seal the foundation, chimney, and roof of the Chamberlain Museum. |
| Peninsula Pan Inc | |||||||
| PO Box 195 | Blue Hill | ME | 04614 | 010540524 | 501(c)(3) | $7,500 | Support for the annual steel drum festival in Blue Hill, Maine where bands of all ages and from throughout New England gather to perform pan music. |
| Penobscot Theatre Company | |||||||
| 115 Main Street 4th Floor | Bangor | ME | 04401 | 010387418 | 501(c)(3) | $10,000 | Funding to purchase a third spotlight and repair sections of the building's rear brick wall. |
| Penobscot Valley Hospital | |||||||
| 7 Transalpine Road | Lincoln | ME | 04457 | 010545327 | 501(c)(3) | $25,000 | Funding to purchase new obstetrical equipment to provide additional pre-and-postnatal care services. |
| Penquis Community Action Program Inc | |||||||
| 262 Harlow Street | Bangor | ME | 04402 | 016023748 | 501(c)(3) | $10,000 | Funding to implement barcode technology for electronic medication administration records in three assisted living facilities. |
| The Pierre Monteux Memorial Foundation Inc | |||||||
| PO Box 457 | Hancock | ME | 04640 | 010279335 | 501(c)(3) | $10,000 | Funding to renovate, repair, and upgrade the school's concert hall and housing, and site planning for a new multipurpose facility. |
| Poland Spring Preservation Society | |||||||
| PO Box 444 | Poland | ME | 04274 | 010347068 | 501(c)(3) | $15,000 | Funding for equipment to develop an audio historic presentation for walking tours and a visual presentation for guests with limited mobility. |
| Presque Isle Historical Society | |||||||
| PO Box 285 | Presque Isle | ME | 04769 | 010463933 | 501(c)(3) | $25,000 | Support to renovate the Maysville Grange building to become a seasonal museum dedicated to the Aroostook War. |
| Quoddy Tides Foundation | |||||||
| PO Box 161 | Eastport | ME | 04631 | 016046843 | 501(c)(3) | $45,000 | Support to complete the renovation of their 1887 art center, to create artist residency housing, and to create a publication on the architectural and landscape history of Eastport, Maine. |
| Schoodic International Sculpture Symposium | |||||||
| PO Box 122 | Steuben | ME | 04680 | 943450216 | 501(c)(3) | $10,000 | Support for the biennial sculpture symposium in which seven artists will publicly create stone sculptures over six weeks. |
| Simpson Memorial Library | |||||||
| PO Box 186 | Carmel | ME | 04419 | 010436781 | 501(c)(3) | $20,000 | Funding for the capital campaign to build an addition to the library and renovate the original structure to include a bathroom and running water. |
| Society for the Preservation of New England Antiquities dba Historic New En | |||||||
| 141 Cambridge Street | Boston | MA | 02114 | 042104937 | 501(c)(3) | $20,000 | Funding for Phase 1 of the Castle Tucker mansion restoration which includes paint, masonry, roof replacement, and window treatment. |
| Somali Bantu Youth Association of Maine | |||||||
| PO Box 7149 | Lewiston | ME | 04243 | 263099485 | 501(c)(3) | $10,000 | Funding to provide a full year of culturally appropriate enrichment programming for immigrant and refugee children grades K-5. |
| Southern Maine Agency on Aging | |||||||
| 136 US Route 1 | Scarborough | ME | 04074 | 010360259 | 501(c)(3) | $100,000 | Support to create two Adult Day Centers for people with dementia: a new purpose-built center in Biddeford and a renovated building in Falmouth. |
| Southern Maine Health Care | |||||||
| One Medical Center Drive | Biddeford | ME | 04005 | 010179500 | 501(c)(3) | $18,721 | Funding to purchase fitness equipment to expand the cardiopulmonary rehabilitation program. |
| Stanley Museum Inc | |||||||
| PO Box 77 | Kingfield | ME | 04947 | 010379498 | 501(c)(3) | $10,000 | Funding to paint the exterior of the 1903 Stanley Museum. |
| Stockton Springs Community Library | |||||||
| PO Box 293 | Stockton Springs | ME | 04981 | 010596652 | 501(c)(3) | $15,000 | Funding to insulate the library's basement, walls, and attic. |
| Stonington Public Library | |||||||
| PO Box 441 | Stonington | ME | 04681 | 010339251 | 501(c)(3) | $12,000 | Funding to insulate the exterior walls, attic and crawl space to reduce air infiltration and fuel costs. |
| Tate House Museum | |||||||
| 1267 Westbrook Street | Portland | ME | 04102 | 201283552 | 501(c)(3) | $38,000 | Funding for drainage around the 1755 Tate House as part of the moisture reduction renovation project. |
| Theater At Monmouth | |||||||
| PO Box 385 | Monmouth | ME | 04259 | 010287022 | 501(c)(3) | $25,000 | Funding to renovate the Victorian Toad Hall for artist housing and production shops to increase use of the buildings during the theater's off-season. |
| Town of Andover | |||||||
| PO Box 219 | Andover | ME | 04216 | 016000049 | $7,000 | Funding to replace old lighting and electrical fixtures to meet current safety codes. | |
| Town of Columbia Falls | |||||||
| PO Box 100 | Columbia Falls | ME | 04623 | 010351434 | $10,000 | Funding for building renovations which include interior finish work, septic system installation, and water supply connections. | |
| Town of Whiting | |||||||
| PO Box 101 | Whiting | ME | 04691 | 010351149 | $25,000 | Funding to replace the window sills and clapboards and to install a vapor barrier to the exterior of the building. | |
| Trekkers | |||||||
| 41 Buttermilk Drive | Thomaston | ME | 04861 | 010537500 | 501(c)(3) | $25,000 | Funding for year four of a six-year expansion of the expeditionary learning programs. |
| Tri-County Literacy | |||||||
| 34 Wing Farm Parkway | Bath | ME | 04530 | 542127254 | 501(c)(3) | $7,500 | Support to provide educational sessions and materials to low-income parents of children enrolled in Head Start to foster early literacy development at home. |
| Union Historical Society | |||||||
| PO Box 154 | Union | ME | 04862 | 237378930 | 501(c)(3) | $10,000 | Funding to reduce basement water and moisture levels by installing equipment and renovating the building. |
| University of Maine | |||||||
| 101 College Avenue | Orono | ME | 04469 | 016000769 | 501(c)(3) | $25,000 | Funding to partner with six middle and high school science teachers to test new teaching materials and classroom assessment of students' ability to make sense of data and graphs. |
| University of New England | |||||||
| 11 Hills Beach Road | Biddeford | ME | 04005 | 010211810 | 501(c)(3) | $75,000 | Funding to renovate the 180 year-old Alumni Hall into a space for student events, a study lounge, and office space suites. |
| Vinalhaven Eldercare Services Inc | |||||||
| PO Box 624 | Vinalhaven | ME | 04863 | 043380438 | 501(c)(3) | $8,500 | Funding to transition to an electronic medical records system for the eldercare facility. |
| Waterford Library Association | |||||||
| PO Box 176 | Waterford | ME | 04088 | 237043620 | 501(c)(3) | $9,618 | Support for building improvements to create a specialized Children's Reading Room, update the septic system, and install bookcases. |
| Waterville Opera House | |||||||
| 93 Main Street 3rd Floor | Waterville | ME | 04901 | 510159481 | 501(c)(3) | $10,000 | Support to convert lighting fixtures to LED. |
| Waynflete School | |||||||
| 360 Spring Street | Portland | ME | 04102 | 010211565 | 501(c)(3) | $16,000 | Support for the 24-day residential summer marine science program for Maine high school students. |
| Wells Public Library Foundation | |||||||
| c/o Wells Public Library | Wells | ME | 04090 | 454551792 | 501(c)(3) | $25,000 | Funding to renovate the existing library and build an attached two-story addition. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 105 | 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, Executive Director for the Organization, receives compensation from Davis Educational Foundation, an unrelated organization, for services rendered to the filing organization. Anne's unrelated organization compensation was as follows: Salary: $38,857 Benefits: $6,273 | 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 B, line 11 | The executive director and the entire board of trustees review Form 990 prior to the document's filing, and the executive director 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. |
| Form 990, Part XI, line 9: | Voided Grant Award -15,000. |
| 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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