2013-08-07T14:07:49-05:00 2012-12-31 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2012-01-01 042864042 Davis Educational Foundation DAVI 2078469132 30 Forest Falls Drive No 5 Yarmouth ME 04096 Anne M Vaillancourt 2078469132 2013-08-06 1 Barbara J McGuan CPA P00219457 2077752387 2013-08-06 2012 2016-02-24 21:20:13Z Anne M Vaillancourt 30 Forest Falls Drive No 5 Yarmouth ME 04096 6515948 0 X davisfoundations.org X 1985 MA Awards Grants 5 5 5 1 0 0 0 500000 0 0 1807517 2480919 144032 126663 1951549 3107582 3760309 3831343 0 0 443863 410742 0 0 0 315329 439236 4519501 4681321 -2567952 -1573739 88991767 97105803 2535079 2236785 86456688 94869018 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 3970320 3831343 653 Grants made to colleges and universities in New England from organization assets, including direct investment related costs. See Schedule I for 2012 grants approved. 3970320 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 1 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 0 1 CJ 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X X Anne Vaillancourt 2078469132 30 Forest Falls Drive No 5 Yarmouth ME 04096 William S Reed 12.00 X X 40000 0 0 Peter K Davis 8.00 X 0 0 0 Sister M Therese Antone 8.00 X 20000 0 0 Richard W Cost 8.00 X 20000 0 0 Edward J Shanahan 8.00 X 13400 0 0 Judith B Wittenberg 8.00 X 20000 0 0 Anne M Vaillancourt 16.00 X 89387 0 12784 202787 0 12784 0 0 0 0 0 500000 500000 1295193 1295193 4594092 3408366 1185726 1185726 1185726 Management Fees 900099 126010 126010 Prior Year Grant Recovery 900099 653 653 126663 3107582 653 0 2606929 3831343 3831343 215571 113400 102171 157030 157030 10992 10992 12114 12114 15035 15035 10172 10172 359313 359313 13091 13091 5035 5035 15586 15586 25577 25577 5566 5566 1672 1672 Dues 2463 2463 Miscellaneous 761 761 4681321 3970320 711001 0 1174742 980730 73376117 83205522 14440908 12919551 88991767 97105803 14790 24441 2488050 2179506 32239 32838 2535079 2236785 X 86456688 94869018 86456688 94869018 88991767 97105803 -1573739 9986069 0 X 0 1 X 1 0 X X X 0 0 0 Wellesley College 042103637 2 1 1 1 0 Dartmouth College 020222111 2 1 1 1 0 2 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 LLC and Limited Partnership Interests 12919551 F 12919551 Due To Related Parties 32838 32838 12607675 9986069 9986069 2621606 359313 126663 485976 3107582 4195345 0 4195345 359313 126663 485976 4681321 Part XI, Line 4b - Other Adjustments: Management Fees 126,010. Prior Year Grant Recovery 653. Part XII, Line 4b - Other Adjustments: Management Fees 126,010. Prior Year Grant Recovery 653. Central America and the Caribbean 0 0 Investments 11964961 0 0 0 0 0 0 11964961 0 11964961 0 0 0 0 0 0 1 Berklee College of Music 1140 Boylston Street Boston MA 02215 042300472 501(c)(3) 69000 To support the College's expansion of the first semester faculty advising program to the entire first year. The grant specifically funds the development and customization of electronic advising resources. Boston Consortium for Higher Education 1763 Great Plain Avenue Curie House Olin College Needham MA 02492 043427564 501(c)(3) 300000 Funding to support the development or expansion of the procurement initiative, the health insurance captive, and CEVoNE. The Consortium will also explore possible projects in technology, energy, and other operational areas. Bryant University 1150 Douglas Pike Smithfield RI 029171284 050258810 501(c)(3) 147500 To support faculty development, assessment activities, and the use of assessment data to improve curricular design and delivery of an interdisciplinary first-year program. College of the Atlantic 105 Eden Street Bar Harbor ME 04609 237032625 501(c)(3) 146302 To expand ecology education through classroom instruction and field based research of a watershed ecosystem. The project involves five new or revised intermediate courses and initial population of a GIS database for longitudinal study. Franklin W Olin College of Engineering Olin Way Needham MA 024921200 061519057 501(c)(3) 131402 To support teams of faculty from New England colleges and universities in Olin's summer Institute for Innovative in Engineering Education. Following the institute, Olin faculty will work with the teams as collaborative consultants to co-design specific changes. Massachusetts Department of Higher Education One Ashburton Place Room 1401 Boston MA 021081696 046002284 328580 Support to fine-tune and prepare for system-wide learning outcomes assessment and continued support for campus-level assessment. Massachusetts Institute of Technology 77 Massachusetts Ave Cambridge MA 02139 042103594 501(c)(3) 231292 To support revision of an undergraduate statistics course to include new pedagogy, new interactive technology, and the use of real-world examples and methodology. New England Institute of Technology 2500 Post Road Warwick RI 02886 050312747 501(c)(3) 119200 Support to create a faculty development program to assist faculty in incorporating oral and written communication and quantitative reasoning in the major fields of study. Nichols College 124 Center Road Box 5000 Dudley MA 015715000 042104778 501(c)(3) 47800 To support integrated learning experiences through the creation and expansion of student writing and communication fellows. Rhode Island School of Design 2 College Street Providence RI 029032786 050258956 501(c)(3) 160331 To support greater interdisciplinary teaching and learning between studio and humanities departments and to focus on writing instruction to improve student writing. Sacred Heart University 5151 Park Avenue Fairfield CT 06825 660776644 501(c)(3) 109588 To support faculty from all departments teaching in the First Year Seminar to incorporate student writing and oral communication learning outcomes. University of Saint Joseph 1678 Asylum Avenue West Hartford CT 061172700 060646829 501(c)(3) 147125 Support to launch a program of expanded professional development opportunities to full-time, part-time and adjunct faculty. Sea Education Association PO Box 6 Woods Hole MA 02536 042702102 501(c)(3) 66556 To update the curriculum by creating distinct, complementary teaching modules that excite students to learn about the marine environment by placing it in the context of important societal issues. Springfield College 263 Alden Street Springfield MA 011093797 042104329 501(c)(3) 225000 To support a faculty curriculum development and assessment initiative to serve student learning outcomes in critical thinking and oral communication. Suffolk University 8 Ashburton Place Boston MA 021082770 042133255 501(c)(3) 107200 To assist faculty, staff and administrators as they research, implement and assess new teaching strategies to meet strategic plan curriculum objectives of hybrid teaching and learning, multi-cultural competencies, and students as entrepreneurial and innovative thinkers. University of Maine System - Chancellor's Office 16 Central Street Bangor ME 044011805 016000769 501(c)(3) 300000 Support for the first year of an in-depth review of administrative costs and structures at all levels, and in all divisions and bring forward recommendations to improve administrative efficiencies and services. University of Massachusetts Lowell One University Avenue Lowell MA 01854 043167352 501(c)(3) 300000 To establish a Virtual Student Service Center to provide self-service access, simplified processes, and increased integration of services currently delivered independently by the offices of the Registrar, Student Financial Services, and Financial Aid. The reconfigured services will pre-empt the need for additional staff as the campus continues its path of rapid growth. University of New Hampshire Service Building 51 College Road Durham NH 038243585 026000937 501(c)(3) 303742 Support to assist faculty at UNH and other New England colleges and universities to develop multimedia instructional presentations informed by multimedia principles of learning. The project will develop templates and instructions that can be used by faculty to create presentations that improve students' learning, retention, and transfer of course-based knowledge. University of New Haven 300 Boston Post Road West Haven CT 06516 060761704 501(c)(3) 185500 To support existing faculty in teaching and reinforcing technical communication skills within the engineering currciula. University System of New Hampshire 25 Concord Road Durham NH 03824 026000937 150000 Consulting support to facilitate recommendations to alter decision-making responsibility and authority between individual campuses and the system. Worcester Polytechnic Institute 100 Institute Road Worcester MA 016092280 042760551 501(c)(3) 255225 To support the expansion of the Great Problems Seminar from serving 25 percent to the entire freshman class. The Seminars use a project-based, multi-disciplinary approach to solving real-world challenges developing student skills in research, writing, and presentation. 21 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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. Trustee Fees 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