2013-08-07T10:34:02-05:00 2012-12-31 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2012-01-01 222976811 Davis Conservation Foundation DAVI 2078469132 30 Forest Falls Drive No 5 Yarmouth ME 04096 Anne Vaillancourt 2078469132 2013-08-06 1 Barbara J McGuan CPA P00219457 2077752387 2013-08-06 2012 2016-02-24 21:20:13Z Anne Vaillancourt 30 Forest Falls Drive No 5 Yarmouth ME 04096 2606401 0 X www.davisfoundations.org X 1989 ME Award Grants 8 8 0 2 0 0 0 250930 0 0 770874 123441 0 0 770874 374371 656280 754096 0 0 36249 35434 0 0 0 88459 85094 780988 874624 -10114 -500253 16340335 17764219 26626 28371 16313709 17735848 To support the wise utilization, protection and advancement of our physical environment and the different natural forms of life that inhabit it, including wildlife, sea life and mankind as they are impacted by the environment. 0 0 772120 754096 Grants allocated in support of 501(c)(3) organizations. See Schedule I for 2012 grants approved. 772120 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 8 0 1 0 0 1 CJ 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X X Anne Vaillancourt 2078469132 30 Forest Falls Drive No 5 Yarmouth ME 04096 Thomas M Armstrong Jr 1.00 X 2500 0 0 David J Bucci 1.00 X X 0 0 0 Rebekah A Bucci 1.00 X 0 0 0 Andrew A Cadot 1.00 X 2500 0 0 Thomas S Deans 1.00 X 2500 0 0 Anne C J Hayden 1.00 X 2500 0 0 Horace A Hildreth Jr 1.00 X 2500 0 0 Alden H Sawyer Jr 1.00 X 2500 0 0 Anne Vaillancourt 8.00 X 17877 0 2557 32877 0 2557 0 0 0 1 0 250930 250930 250930 331983 331983 2023488 2232030 -208542 -208542 -208542 374371 0 0 123441 754096 754096 35434 15000 20434 17135 17135 9568 9568 30317 30317 1845 1845 2492 2492 7792 7792 275 275 346 346 915 915 Allocated expenses 5704 5704 Foreign tax credit 2749 2749 Small equipment & suppl 2332 2332 Miscellaneous 1586 1586 2038 2038 874624 772120 102504 0 923088 352024 13043346 15011306 2343195 2382208 30706 18681 16340335 17764219 9814 10200 16812 18171 26626 28371 X 16313709 17735848 16313709 17735848 16340335 17764219 -500253 1922392 0 X 0 1 X 1 0 X X X 0 0 0 Appalachian Mtn Club 046001677 7 1 1 1 0 Falmouth Conserv Trust 010372429 9 1 1 1 0 Island Institute 222786731 7 1 1 1 10000 Maine Audubon Society 010248780 9 1 1 1 0 Soc for Prot of NH Forests 020222237 7 1 1 1 5000 5 15000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 LLC and Limited Partnership Interests 2382208 F 2382208 Due to Related Party 18171 18171 2266446 1922392 1922392 344054 30317 30317 374371 844307 0 844307 30317 30317 874624 Central America and the Caribbean 0 0 Investments 1314578 0 0 0 0 0 0 1314578 0 1314578 0 0 0 0 0 0 1 30 Mile River Watershed Association PO Box 132 Mount Vernon ME 04352 261526329 501(c)(3) 10000 Funding for the watershed protection program. Ammonoosuc Conservation Trust 107 Glessner Road Bethlehem NH 03574 026121209 501(c)(3) 20000 Funding to purchase 840 acres of forest land in the town of Easton and create the Cooley-Jericho Community Forest. Androscoggin Land Trust PO Box 3145 Auburn ME 04212 010452701 501(c)(3) 10000 Funding to purchase and steward 1,226 acres of land in Canton and Jay, Maine. Audubon Vermont 255 Sherman Hollow Road Huntington VT 05462 131624102 501(c)(3) 6000 Support to provide NRCS-financial incentives for forest landowners. Bear-Paw Regional Greenways PO Box 19 Deerfield NH 03037 043340659 501(c)(3) 10000 Funding to conserve 470 acres on Hinman Pond, Hooksett, MA. Blue Hill Heritage Trust PO Box 222 Blue Hill ME 04614 222655830 501(c)(3) 15000 To preserve 273 acres of land that includes a major peatland ecosystem. Boothbay Region Land Trust Inc 137 Townsend Avenue Boothbay Harbor ME 04538 010371869 501(c)(3) 10000 To purchase approximately 19 acres of the Cross River Farm that will connect Ovens Mouth west with the eastern peninsula. Catamount Trail Association 1 Mill Street Suite 350 Burlington VT 05401 222528441 501(c)(3) 6600 Support to create a Mad River Valley trail crew for summer 2012. Coastal Maine Botanical Gardens Inc PO Box 234 Boothbay ME 04537 010476545 501(c)(3) 10000 Funding to purchase computer software and internet hosting for the pilot program's first year. Cobscook Bay Resource Center 4 Favor Street Eastport ME 04631 010529806 501(c)(3) 9000 Funding for the personnel and legal expenses needed to incorporate a food marketing co-op. Conservation Law Foundation - Maine Office 47 Portland Street Suite 4 Portland ME 04101 046149986 501(c)(3) 15000 Support for environmental law/regulations, anadromous fish, and solid waste issues. Dan Hole Pond Watershed PO Box 8 Center Ossippee NH 03814 026121751 501(c)(3) 7500 Support to purchase Thurley Forest, a 220 acre parcel of forestland. Downeast Coastal Conservancy PO Box 760 Machias ME 04654 010430078 501(c)(3) 10000 Funding for the acquisition and stewardship of two properties totaling 1,000 acres. Downeast Lakes Land Trust PO Box 75 Grand Lake Stream ME 04637 010541131 501(c)(3) 20000 Funding to acquire the 22,000-acre West Grand Lake Community Forest. Five Rivers Conservation Trust 31 Warren Street Concord NH 03301 020427594 501(c)(3) 10000 Funding toward the purchase of four conservation easements. Francis Small Heritage Trust PO Box 414 Limerick ME 04048 223055540 501(c)(3) 8000 Funding to hire an executive director. Great Bay Resource Protection Partnership 54 Portsmouth Street Concord NH 03301 020222237 501(c)(3) 10000 Support to expand and update the conservation plan to include all towns in the watershed. Great Bay Trout Unlimited PO Box 1121 Dover NH 03821 381612715 501(c)(3) 10000 Support for phase 2 of the Thompson Brook fish passage and habitat enhancement project. Gulf of Maine Lobster Foundation PO Box 523 Kennebunk ME 04043 010535494 501(c)(3) 10000 Funding for 5 community shoreline cleanup days, outreach, and an education program and video. Harris Center for Conservation Education 83 Kings Highway Hancock NH 03449 237085105 501(c)(3) 8000 Funding to expand a citizen science project to locate and document vernal pools on private and public land in Peterborough, NH. Island Institute 386 Main Street PO Box 648 Rockland ME 048410648 222786731 501(c)(3) 10000 Funding to create maps showing fisheries habitat and ecosystem interactions based on local fishermen's knowledge to share with fisheries managers. Kennebec Estuary Land Trust PO Box 1128 Bath ME 04530 010446468 501(c)(3) 15000 Funding to purchase a 146 acre parcel of forest land, the Krejsa Property, and manage it as a community forest. Kennebunkport Conservation Trust PO Box 7004 Cape Porpoise ME 04014 237271573 501(c)(3) 10000 Support to construct a wetlands crossing and trail on the Batson River property. Kittery Land Trust PO Box 467 Kittery ME 03904 222858759 501(c)(3) 15000 Funding to purchase an agricultural easement on Rustlewood Farm in Kittery and Eliot Maine. Laudholm Trust PO Box 1007 Wells ME 04090 010380763 501(c)(3) 10000 Support to purchase a 35 KW photovoltaic system, prepare an alternative energy options study and develop an education program. Maine Appalachian Trail Club Inc PO Box 283 Augusta ME 043320283 526047992 501(c)(3) 10000 Funding for two caretakers and a ridgerunner on the Maine AT. Maine Appalachian Trail Land Trust PO Box 761 Portland ME 04104 010717546 501(c)(3) 25000 Funding for the fee and acquisition of Crocker Mountain and Orbeton Stream. Maine Congress of Lake Associations PO Box 426 Belgrade ME 04917 010322800 501(c)(3) 10000 Support to transfer the LakeSmart Program from the Maine Department of Environmental Protection to MCOLA. Maine Island Trail Association 58 Fore St Building 30 3rd Fl Portland ME 04101 010478709 501(c)(3) 10000 Support for a full time stewardship manager. Maine Lobstermen's Community Alliance 386 Main Street PO Box 648 Rockland ME 048410648 222786731 501(c)(3) 12000 Funding for the Maine Lobstermen Leadership Institute pilot to recruit and train the next generation of lobster conservation stewards. Maine Milfoil Initiative 278 Whites Bridge Road Standish ME 040845263 010212542 501(c)(3) 13000 Support for the summer internship program. Monadnock Conservancy PO Box 337 Keene NH 03431 223030420 501(c)(3) 10000 Support for staff and interns to provide conservation workshops. Mount Vernon Community Partnership Corp 1664 North Road Mount Vernon ME 04352 030370114 501(c)(3) 7000 Support to conduct a water quality survey on Minnehonk Lake to identify sources of polluted run off. Nature Conservancy Massachusetts Chapter 99 Bedford Street 5th Floor Boston MA 02111 530242652 501(c)(3) 10000 Funding for training, supplies, and fishing quota leases to tag and release Atlantic halibut. Nature Conservancy Vermont Chapter 27 State Street Montpelier VT 05602 530242652 501(c)(3) 10000 Support for the four-state collaboration that works with towns, citizens and local organizations to reduce forest fragmentation. Northern Forest Canoe Trail Inc PO Box 565 Waitsfield VT 05673 030363813 501(c)(3) 10000 Funding for three seasonal interns and to develop a program training manual. Northwest Atlantic Marine Alliance PO Box 7066 Gloucester MA 01930 010516646 501(c)(3) 15000 Support to work with healthcare institutions to map out a process to shift seafood purchasing to at least 50% local within 2 years. Opportunity Center of North Franklin County PO Box 454 Phillips ME 04966 760770074 501(c)(3) 5640 Support to construct a permanent concrete dam that will annually drawdown water to reduce phosphorus levels. Phippsburg Land Trust PO Box 123 Phippsburg ME 04562 222996402 501(c)(3) 15000 Support for the purchase and stewardship of an 8.39 waterfront parcel on Spirit Pond in Phippsburg. Presumpscot Regional Land Trust PO Box 33 Gorham ME 04038 010426268 501(c)(3) 10000 Funding to hire their first-ever executive director. Royal River Conservation Trust PO Box 90 Yarmouth ME 04096 010472430 501(c)(3) 7500 Support to expand the Royal River Water Trail, including land acquisition outreach, trail maps, and dam removal feasibility study. Scarborough Land Conservation Trust PO Box 1237 Scarborough ME 040701237 010352474 501(c)(3) 15000 Funding for acquisition and stewardship costs for Warren Woods, a 160-acre parcel in Scarborough, Maine. The Conservation Fund 1655 North Fort Myer Drive Arlington VA 22209 521388917 501(c)(3) 15000 Funding for 3-years to cover the costs to conserve and steward 12,013 acres of land at the head of the St. Croix River. The York Land Trust PO Box 1241 York Harbor ME 03911 222793161 501(c)(3) 15000 Funding to puchase a 119 acre parcel that connects to existing conservation land. Town of Orland PO Box 67 Orland ME 04472 016000309 10000 Support to conduct a feasibility study to determine the condition of the dam and fish ladder and to assess all options, from repair to removal. Town of Thomaston PO Box 299 Thomaston ME 04861 016000396 10000 Funding to purchase a 10.5 acre parcel that will connect town forest lands and expand hiking trails. Trust for Public Land - Maine 30 Danforth Street Suite 106 Portland ME 04101 237222333 501(c)(3) 25000 To purchase Crocker Mountain and Obregon Stream, conservation priorities in the High Peaks area. Trust for Public Land - Vermont 3 Shipman Place Montpelier VT 056022832 237222333 501(c)(3) 10000 To purchase 370 acres of former quarry land as an addition to the Barre Town Forest. University of Maine 101 College Avenue Orono ME 04469 016000769 501(c)(3) 9076 Support to research the ecophysiology of coastal pitch pine communities. University of New Hampshire Foundation Inc Elliott Alumni Center 9 Edgewood Road Durham NH 03824 020437506 501(c)(3) 15000 Support to analyze the historical DNA of Atlantic cod at Turner Farm in Penobscot Bay and use the results to inform management strategies. Upper Saco Valley Land Trust PO Box 424 North Conway NH 03860 020521030 501(c)(3) 10000 Funding to purchase a conservation easement on 170.5 acres of productive farmland in Fryeburg, Maine. Vermont Land Trust 8 Bailey Avenue Montpelier VT 05602 030264836 501(c)(3) 10000 Support to purchase and conserve the 1,161-acre Bolton Valley Nordic and Backcountry property in Bolton, VT. White River Partnership Inc PO Box 705 South Royalton VT 05068 030371746 501(c)(3) 15000 Funding to extract flood deposited gravel from streams and replace damaged culverts. York County Soil and Water Conservation Districts PO Box 541 Portland ME 04112 222503739 501(c)(3) 6000 Funding to expand invasive aquatic species educational outreach and early detection training. 54 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The Organization requires a completion report after one year. 0 0 0 0 0 0 0 0 0 Supplemental Information Part III 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: $17,877 Benefits: $2,557 X 1 250930 Stock Market Value 0 0 1 Third Party Use: Part I, Line 32b: The Organization sells contributions of securities through its investment broker. All gifts of securities are sold as soon as administratively possible. 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 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 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. 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 Conservation Foundation grants each year. Falmouth Conservation Trust PO Box 6172 Falmouth ME 04105 010372429 Land Conservation ME 501(c)(3) Line 9 N/A 0 Island Institute 386 Main Street PO Box 648 Rockland ME 04841 222786731 Land Conservation ME 501(c)(3) Line 7 N/A 0 Maine Audubon Society 20 Gilsland Farm Road Falmouth ME 04105 010248780 Wildlife Conversation ME 501(c)(3) Line 9 N/A 0 Appalachian Mountain Club 5 Joy Street Boston MA 02108 046001677 Land Conservation MA 501(c)(3) Line 7 N/A 0 Society for the Protection of New Hampshire Forests 54 Portsmouth Street Concord NH 03301 020222237 Land Conservation NH 501(c)(3) Line 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0