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DAVIS EDUCATIONAL FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
DAVIS EDUCATIONAL FOUNDATION (EIN 04-2864042)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-09
IRS object ID
201222229349301387
Schema version
2011v1.2
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

FieldValueIRS element (for citing)
Timestamp2012-08-09T15:34:14-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN010523282EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Berry Dunn McNeil & Parker LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1100AddressLine1
CityPortlandCity
StateMEState
ZIP Code041041100ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042864042EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Davis Educational FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlDAVINameControl
Phone2078469132Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 Forest Falls Drive No 5AddressLine1
CityYarmouthCity
StateMEState
ZIP Code04096ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameAnne M VaillancourtName
TitleExecutive DirectorTitle
Phone2078469132Phone
Date Signed2012-08-08DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBarbara J McGuan CPAName
PTINP00219457PTIN
Phone2077752387Phone
Date Prepared2012-08-08DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonAnne M VaillancourtNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line130 Forest Falls Drive No 5AddressLine1
CityYarmouthCity
StateMEState
ZIP Code04096ZIPCode
FieldValueIRS element (for citing)
Gross Receipts5178727GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitedavisfoundations.orgWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1985YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionAwards GrantsActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees5TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-3577696InvestmentIncomePriorYear
Investment Income Current Year1807517InvestmentIncomeCurrentYear
Other Revenue Prior Year124355OtherRevenuePriorYear
Other Revenue Current Year144032OtherRevenueCurrentYear
Total Revenue Prior Year-3453341TotalRevenuePriorYear
Total Revenue Current Year1951549TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year3761408GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY3760309GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year366457SalariesEtcPriorYear
Salaries Etc Current Year443863SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year275485OtherExpensePriorYear
Other Expenses Current Year315329OtherExpensesCurrentYear
Total Expenses Prior Year4403350TotalExpensesPriorYear
Total Expenses Current Year4519501TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-7856691RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-2567952RevenuesLessExpensesCY
Total Assets BOY95361802TotalAssetsBOY
Total Assets EOY88991767TotalAssetsEOY
Total Liabilities BOY3039718TotalLiabilitiesBOY
Total Liabilities EOY2535079TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY92322084NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY86456688NetAssetsOrFundBalancesEOY
Mission DescriptionTo strengthen the undergraduate programs of public and private, regionally accredited baccalaureate degree granting colleges and universities located in New England through grants.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense3914452Expense
Grants3760309Grants
Revenue8564Revenue
DescriptionGrants made to colleges and universities in New England from organization assets, including direct investment related costs. See Schedule I for 2011 grants approved.Description
Total Program Service Expense3914452TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10969NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees5NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Anne VaillancourtBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2078469132TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line130 Forest Falls Drive No 5AddressLine1
CityYarmouthCity
StateMEState
ZIP Code04096ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
Frank A Tredinnick Jr
Past Trustee8.00X1500000
William S Reed
Chairman12.00X4000000X
Peter K Davis
Trustee8.00X000
Sister M Therese Antone
Trustee8.00X2000000
Richard W Cost
Trustee8.00X2000000
Edward J Shanahan
Trustee8.00X2000000
Judith B Wittenberg
Trustee8.00X2000000
Anne M Vaillancourt
Executive Director16.0090788015455X
FieldValueIRS element (for citing)
Total Reportable Comp From Org225788TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation15455TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1056364TotalRevenueColumn
Exclusion$1,056,364ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities3978331Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3227178Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities751153Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column751153TotalRevenueColumn
Exclusion$751,153ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmountRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Management Fees900099135468$135,468
Prior Year Grant Recov90009985648564
FieldValueIRS element (for citing)
Total Other Revenue144032TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1951549TotalRevenueColumn
Related Or Exempt Function Income8564RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,942,985ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total3760309Total
Program Services3760309ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total241243Total
Program Services135000ProgramServices
Management And General106243ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total163743Total
Management And General163743ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total10798Total
Management And General10798ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total7251Total
Management And General7251ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total20828Total
Management And General20828ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1964Total
Management And General1964ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total10533Total
Management And General10533ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total239909Total
Management And General239909ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total10213Total
Management And General10213ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total7221Total
Management And General7221ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total14398Total
Management And General14398ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total19143Total
Program Services19143ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total4924Total
Management And General4924ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total1620Total
Management And General1620ManagementAndGeneral

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
Dues27742774
Miscellaneous26302630

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4519501Total
Program Services3914452ProgramServices
Management And General605049ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY11760009BOY
EOY1174742EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY69936353BOY
EOY73376117EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY13665440BOY
EOY14440908EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY95361802BOY
EOY88991767EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY32342BOY
EOY14790EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY3007376BOY
EOY2488050EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY32239EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3039718BOY
EOY2535079EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY92322084BOY
EOY86456688EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY92322084BOY
EOY86456688EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY95361802BOY
EOY88991767EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-2567952ReconcilationRevenueExpenses
Reconcilation Other Changes-3297444ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (2 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
Wellesley College
0421036372111$0
Dartmouth College
0202221112111$0
FieldValueIRS element (for citing)
Total Number Of Supported Orgs2TotalNumberOfSupportedOrgs
Sum Of Amounts0SumOfAmounts

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionLimited Partnership InterestsDescription
Book Value14440908BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities14440908TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDue To Related PartiesDescription
Amount$32,239Amount
FieldValueIRS element (for citing)
Total Of Amounts32239TotalOfAmounts
Total Revenue1951549TotalRevenue
Total Expenses4519501TotalExpenses
Excess Or Deficit For Year-2567952ExcessOrDeficitForYear
Net Unrealized GL On Investments-3297444NetUnrealizedGLOnInvestments
Total Adjustments-3297444TotalAdjustments
Excess Or Deficit Per FS-5865396ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt-1729836TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-3297444NetUnrealizedGainsInvestments
Revenue Not Rptd F990-3297444RevenueNotRptdF990
Revenue Subtotal1567608RevenueSubtotal
Investment Expenses Not Included239909InvestmentExpensesNotIncluded
Other Revenues Not Included144032OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt383941RevenueNotRptdOnFinStmt
Total Revenue Per Form9901951549TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt4135560TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal4135560ExpensesSubtotal
Investment Expenses Not Included2239909InvestmentExpensesNotIncluded2
Other Expenses Not Included144032OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt383941ExpensesNotRptdOnFinStmt
Total Expenses Per Form9904519501TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierExplanationExplanation
Part XII, Line 4b - Other Adjustments:Management Fees 135,468. Prior Year Grant Recovery 8,564.
Part XIII, Line 4b - Other Adjustments:Management Fees 135,468. Prior Year Grant Recovery 8,564.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (21 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Bard College at Simon's Rock
84 Alford RoadGreat BarringtonMA012309702141713034501(c)(3)150000To support the inclusion of international content and perspectives into general education courses and to create on-campus programming to integrate study abroad more fully into students' academic development.
Bay Path College
588 Longmeadow StreetLongmeadowMA01106042103865501(c)(3)200000To support a series of courses and an advising program to support students' academic, personal and professional development.
Bennington College
One College DriveBenningtonVT052016001030179414501(c)(3)125000To design curricular innovations, both substantive and structural, that serve a new and unique articulation of liberal arts outcomes.
Boston College
140 Commonwealth AvenueChestnut HillMA02467042103545501(c)(3)253967To refine the functionality of an interactive, multimedia instructional software platform and support its deployment among a learning community of partner institutions.
Boston University
1 Silber WayBostonMA02215042103547501(c)(3)150000Support for faculty in the College of General Studies to assess 200 student e-portfolios using new student learning outcomes rubrics. Faculty will look for evidence of student achievement in critical thinking, reading, writing, and quantitative analysis in the freshman and sophomore years.
Brandeis University
415 South StreetWalthamMA02453042103552501(c)(3)280188Support for a comprehensive system of assessment of student learning outcomes in the College of Arts and Sciences.
College of Our Lady of the Elms
291 Springfield StreetChicopeeMA010132839042225850501(c)(3)200000To support data driven decision making and strengthen undergraduate curriculum by establishing an Office of Institutional Assessment and Research.
Dean College
99 Main StreetFranklinMA020381994042104149501(c)(3)100000Support to plan, design and implement a revised general education curriculum focused on communication, critical thinking, and quantitative reasoning.
Franklin W Olin College of Engineering
Olin WayNeedhamMA024921200061519057501(c)(3)150160A series of faculty development modules in which faculty deliver short, intensive courses for faculty colleagues during winter intersession and summer break.
Maine Campus Compact
F/S Bates College 220 College StLewistonME0424001021178192500Support to develop an online course and learning community for college faculty from 6-9 Maine higher education institutions. Participating faculty will create syllabi for online service-learning courses.
Marine Biological Laboratory
7 MBL StreetWoods HoleMA02543042104690501(c)(3)263994Support for the SES program to provide individual students from large research universities and small liberal arts colleges a semester of study and hands-on work with research scientists at the Marine Biological Laboratory and its field sites on Cape Cod.
Massachusetts Department of Higher Education
One Ashburton Place Room 1401BostonMA021081696046002284268000To advance student learning assessment at public postsecondary higher education colleges and universities.
New England Conservatory
290 Huntington AvenueBostonMA02115237225104501(c)(3)250000Support for a program of coursework, mentoring, internships, and special projects to teach students program and organizational managements skills.
Saint Joseph's College
278 Whites Bridge RoadStandishME040845263010212542501(c)(3)45000To develop institutional and program assessment plans, including the introduction of e-portfolios.
Saint Michael's College
SMC Box 1 One Winooski ParkColchesterVT05439030179403501(c)(3)214500To establish a leadership model of faculty fellows and an assessment coordinator to work with faculty as they develop assessment strategies and instruments for new general education courses.
Smith College
7 Elm StreetNorthamptonMA01063041843040501(c)(3)153000To support faculty in using the core principles of knowledge building pedagogy to redesign curriculum and pedagogical practices.
Unity College
90 Quaker Hill RoadUnityME04901010275130501(c)(3)134000To develop, pilot and assess new and revised courses in support of the College's new academic master plan.
Wabash College
PO Box 628CrawfordsvilleIN47933350868202501(c)(3)75000To support a cohort of New England colleges in completing the national assessment study to examine the conditions and practices that promote liberal education outcomes.
Wheelock College
200 RiverwayBostonMA022154716042103639501(c)(3)115000To complete implementation of interdisciplinary capstone courses and develop long-term assessment of learning in General Education.
Worcester State University
486 Chandler StreetWorcesterMA016022597042760551240000To support faculty as they develop courses and student experiences that yield integrative learning.
Yale University
PO Box 208229New HavenCT065208229060646973501(c)(3)300000Support to design a new introductory biology course sequence emphasizing active learning and to provide pedagogical support to faculty and postdoctoral fellows.
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants20TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule I, Part I, Line 2: The Organization conducts site visits for colleges/universities seeking funding and requires progress and completion reports from the grantee.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Form 990, Part VI, Section B, line 11The 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 12cThe 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 15Employee 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 19The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
Form 990, Part XI, line 5:Net unrealized losses on investments: -3,297,444.Changes in Net Assets or Fund Balances:
Form 990, Part XI, Line 2c:The audit process has not changed from the prior year.Oversight of Audit
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.Trustee Fees
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.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
Wellesley College
106 Central StreetWellesleyMA024818203042103637Educational InstitutionMA501(c)(3)Line 2N/A0
Dartmouth College
37 Dewey Field RoadHanoverNH037551417020222111Educational InstitutionNH501(c)(3)Line 2N/A0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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