2012-08-09T15:34:14-05:00 2011-12-31 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2011-01-01 042864042 Davis Educational Foundation DAVI 2078469132 30 Forest Falls Drive No 5 Yarmouth ME 04096 Anne M Vaillancourt 2078469132 2012-08-08 1 Barbara J McGuan CPA P00219457 2077752387 2012-08-08 2011 2016-02-24 21:20:13Z Anne M Vaillancourt 30 Forest Falls Drive No 5 Yarmouth ME 04096 5178727 0 X davisfoundations.org X 1985 MA Awards Grants 6 6 5 0 0 0 0 0 0 0 -3577696 1807517 124355 144032 -3453341 1951549 3761408 3760309 0 0 366457 443863 0 0 0 275485 315329 4403350 4519501 -7856691 -2567952 95361802 88991767 3039718 2535079 92322084 86456688 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 3914452 3760309 8564 Grants made to colleges and universities in New England from organization assets, including direct investment related costs. See Schedule I for 2011 grants approved. 3914452 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 9 0 1 5 1 0 1 CJ 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X X Anne Vaillancourt 2078469132 30 Forest Falls Drive No 5 Yarmouth ME 04096 Frank A Tredinnick Jr 8.00 X 15000 0 0 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 20000 0 0 Judith B Wittenberg 8.00 X 20000 0 0 Anne M Vaillancourt 16.00 X 90788 0 15455 225788 0 15455 0 0 0 0 0 1056364 1056364 3978331 3227178 751153 751153 751153 Management Fees 900099 135468 135468 Prior Year Grant Recov 900099 8564 8564 144032 1951549 8564 0 1942985 3760309 3760309 241243 135000 106243 163743 163743 10798 10798 7251 7251 20828 20828 1964 1964 10533 10533 239909 239909 10213 10213 7221 7221 14398 14398 19143 19143 4924 4924 1620 1620 Dues 2774 2774 Miscellaneous 2630 2630 4519501 3914452 605049 0 11760009 1174742 69936353 73376117 13665440 14440908 95361802 88991767 32342 14790 3007376 2488050 0 32239 3039718 2535079 X 92322084 86456688 92322084 86456688 95361802 88991767 X -2567952 -3297444 X X 0 1 1 X 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 0 Limited Partnership Interests 14440908 F 14440908 Due To Related Parties 32239 32239 1951549 4519501 -2567952 -3297444 -3297444 -5865396 -1729836 -3297444 -3297444 1567608 239909 144032 383941 1951549 4135560 0 4135560 239909 144032 383941 4519501 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. 1 Bard College at Simon's Rock 84 Alford Road Great Barrington MA 012309702 141713034 501(c)(3) 150000 To 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 Street Longmeadow MA 01106 042103865 501(c)(3) 200000 To support a series of courses and an advising program to support students' academic, personal and professional development. Bennington College One College Drive Bennington VT 052016001 030179414 501(c)(3) 125000 To design curricular innovations, both substantive and structural, that serve a new and unique articulation of liberal arts outcomes. Boston College 140 Commonwealth Avenue Chestnut Hill MA 02467 042103545 501(c)(3) 253967 To 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 Way Boston MA 02215 042103547 501(c)(3) 150000 Support 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 Street Waltham MA 02453 042103552 501(c)(3) 280188 Support 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 Street Chicopee MA 010132839 042225850 501(c)(3) 200000 To support data driven decision making and strengthen undergraduate curriculum by establishing an Office of Institutional Assessment and Research. Dean College 99 Main Street Franklin MA 020381994 042104149 501(c)(3) 100000 Support 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 Way Needham MA 024921200 061519057 501(c)(3) 150160 A 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 St Lewiston ME 04240 010211781 92500 Support 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 Street Woods Hole MA 02543 042104690 501(c)(3) 263994 Support 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 1401 Boston MA 021081696 046002284 268000 To advance student learning assessment at public postsecondary higher education colleges and universities. New England Conservatory 290 Huntington Avenue Boston MA 02115 237225104 501(c)(3) 250000 Support 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 Road Standish ME 040845263 010212542 501(c)(3) 45000 To develop institutional and program assessment plans, including the introduction of e-portfolios. Saint Michael's College SMC Box 1 One Winooski Park Colchester VT 05439 030179403 501(c)(3) 214500 To 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 Street Northampton MA 01063 041843040 501(c)(3) 153000 To support faculty in using the core principles of knowledge building pedagogy to redesign curriculum and pedagogical practices. Unity College 90 Quaker Hill Road Unity ME 04901 010275130 501(c)(3) 134000 To develop, pilot and assess new and revised courses in support of the College's new academic master plan. Wabash College PO Box 628 Crawfordsville IN 47933 350868202 501(c)(3) 75000 To 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 Riverway Boston MA 022154716 042103639 501(c)(3) 115000 To complete implementation of interdisciplinary capstone courses and develop long-term assessment of learning in General Education. Worcester State University 486 Chandler Street Worcester MA 016022597 042760551 240000 To support faculty as they develop courses and student experiences that yield integrative learning. Yale University PO Box 208229 New Haven CT 065208229 060646973 501(c)(3) 300000 Support to design a new introductory biology course sequence emphasizing active learning and to provide pedagogical support to faculty and postdoctoral fellows. 20 1 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -3,297,444. Oversight of Audit Form 990, Part XI, Line 2c: The audit process has not changed from the prior year. 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