2023-10-22T16:26:41-07:00 2022-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress Street Portland ME 04102 990 2022-01-01 010390443 DAVIS FAMILY FOUNDATION DAVI 2078469132 30 Forest Falls Dr Ste 5 Yarmouth ME 04096 Yvonne Mumme Chief Finance and Admin. Officer 2078469132 2023-10-22 1 1 Joseph Byrne P01289281 2077752387 2023-10-22 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z Yvonne Mumme 30 Forest Falls Dr Ste 5 Yarmouth ME 04096 9422301 0 X www.davisfoundations.org/dff X 1983 ME Award Grants 8 8 0 3 0 0 0 0 0 0 3879146 2390241 25836 5000 3904982 2395241 2493061 2947835 0 0 88473 94811 0 0 0 348743 301281 2930277 3343927 974705 -948686 94934752 76848033 187119 148424 94747633 76699609 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, theater, drama, history, literature, the arts or similar cultural activities. 0 0 3081182 2947835 5000 Grants allocated in support of 501(c)(3) & governmental organizations. See Schedule I for 2022 grants approved. 0 0 0 3081182 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X Yvonne Mumme 2078469132 30 Forest Falls Dr Ste 5 Yarmouth ME 04096 Yvonne B Mumme Chief Finance and Administrative Officer 16 0 X 56579 0 8232 Michael R Currie Trustee 2 0 X 6000 0 0 Anne B Pringle Trustee 2 0 X 6000 0 0 Samuel M DiCapua Trustee 2 0 X 6000 0 0 Edward L Dilworth III Trustee 2 0 X 6000 0 0 Al Noyes Trustee 2 0 X 6000 0 0 Rebekah A Bucci Chair 3.5 0 X X 0 0 0 David J Bucci Trustee 2 0 X 0 0 0 Colleen Bucci Liddy Trustee 2 0 X 0 0 0 86579 0 8232 0 0 0 1 Prio Wealth 265 Franklin St Suite 2001 Boston MA 02110 Investment Management 152857 1 0 0 1110759 0 0 1110759 0 0 0 0 0 0 0 0 0 0 8306542 0 7027060 0 1279482 0 1279482 0 0 1279482 Prior period grant recovery 900099 5000 5000 0 0 5000 2395241 5000 0 2390241 2947835 2947835 94811 33481 61330 74429 66422 8007 10100 10100 167881 167881 7777 4397 3380 12046 10352 1694 20432 13690 6742 49 49 1017 662 355 1863 963 900 Dues 4779 3202 1577 0 Miscellaneous 908 129 779 3343927 3081182 262745 0 55996 63702 3411466 1853240 2507 2507 68590469 56064384 22597606 18609902 135768 102460 140940 151838 94934752 76848033 51351 41942 135768 106482 187119 148424 X 94747633 76699609 0 0 94747633 76699609 94934752 76848033 -948686 -17099338 0 0 0 0 X 1 X 0 1 0 X X 4 MaineHealth dba Maine Medical Center 010238552 3 1 200000 0 Portland Symphony Orchestra 016006058 7 1 20000 0 University of New England 010211810 2 1 0 0 Portland Museum of Art 010378420 7 1 0 0 4 220000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 Schedule A, Part IV, Section B, Line 2 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. Limited Partnership Interests 18609902 F 18609902 Lease Liability 106482 106482 1 Sebago-Long Lake Region Chamber Music Festival PO Box 544 Harrison ME 040400544 237399387 501(c)(3) 6000 Healing Through Music: Outreach to Community and Care Centers Friends Of L C Bates Museum PO Box 159 Hinckley ME 049440159 270923210 501(c)(3) 6000 Creating a Connecting Children to Nature Resource Lending Library Monmouth Museum PO Box 352 Monmouth ME 04259 010360505 501(c)(3) 6500 Blossom House Renovations Greater Portland Landmarks Inc 93 High St Portland ME 041013811 010276272 501(c)(3) 7000 Equal Accessibility for the Portland Observatory Historical Society of Wells and Ogunquit Inc PO Box 801 Wells ME 040900801 010375785 501(c)(3) 7500 Historic Meetinghouse Exterior Painting George Stevens Academy 23 Union St Blue Hill ME 046145908 010247002 501(c)(3) 7500 Steelband Instrument Purchase Kingfield Pops PO Box 365 Kingfield ME 04947 202450086 501(c)(3) 7800 Reignite Kingfield Pops Maine State Ballet 348 US Route 1 Falmouth ME 04105 010420070 501(c)(3) 7879 Heat Pump Purchase and Installation Portland School Of Ballet 517 Forest Ave Ste 2 Portland ME 041011536 010372997 501(c)(3) 8000 Sylvia Premiere Hope Historical Society 173 Main St Hope ME 048473501 010451298 501(c)(3) 9000 Heat Pump installation Center for Teaching and Learning 119 Cross Point Rd Edgecomb ME 045563226 010448173 501(c)(3) 9900 Fire-Resistant School Doors New England Suzuki Institute PO Box 11593 Portland ME 041047593 208206381 501(c)(3) 9945 Digital Pianos for New England Suzuki Institute Waldo Theatre Inc PO Box 587 Waldoboro ME 04572 010459306 501(c)(3) 10000 Maine Fall Fiddle Fest 2022 Winterport Free Library Association PO Box 650 Winterport ME 044960650 016015554 501(c)(3) 10000 Site Work for Installation of Handicap Ramp Wayfinder Schools PO Box 555 Camden ME 04843 010217639 501(c)(3) 10000 Passages Program Amistad 103 India St Portland ME 04101 010500860 501(c)(3) 10000 Unhoused Overdose and Infection Initiative Friends of the St Lawrence Church 76 Congress St Portland ME 041013617 010505729 501(c)(3) 10000 Exterior Project to address stone and woodwork deterioration, weather/water infiltration and maintenance Portsmouth Historical Society 10 Middle Street Portsmouth NH 03801 020240383 501(c)(3) 10000 Imagine That! The Power of Picture Books Fryeburg Rescue Association PO Box 177 Fryeburg ME 040370177 043347500 501(c)(3) 10000 Training Equipment- Simulaid manikins Bar Harbor Festival Corporation 59 Cottage St Fl 2 Bar Harbor ME 04609 132590315 501(c)(3) 10000 BHMF presents La Boheme Opera Performance and Education Seminar Bridgton Historical Society PO Box 44 Bridgton ME 040090044 237300040 501(c)(3) 10000 Remediation of the 1869 Bridgton Methodist Church Winter Harbor Music Festival PO Box 510 Winter Harbor ME 04607 270219933 501(c)(3) 10000 Winter Harbor Music Festival Community Opera Heart Of Ellsworth PO Box 954 Ellsworth ME 046050954 271127363 501(c)(3) 10000 Water Street Mural Project in Downtown Ellsworth Scribners Mill Preservation Inc 244 Scribners Mills Rd Harrison ME 04040 510212076 501(c)(3) 10000 Initial Funding to Create Paid Director Position ArtWaves 1345A State Hwy 102 Bar Harbor ME 04609 821844074 501(c)(3) 10000 Improving Heat and Ventilation Infrastructure Indigo Arts Alliance 60 Cove Street Portland ME 041013425 831809512 501(c)(3) 10000 Beautiful Blackbird Children's Book Festival 2023 Eastport Arts Center PO BOX 153 Eastport ME 04631 010436739 501(c)(3) 11000 Eastport Arts Center Workshop Floor Rebuild Presque Isle Air Museum Inc 650 Airport Dr Ste 10 Presque Isle ME 047692088 030511380 501(c)(3) 11496 Presque Isle Air Museum Floor Exhibit Expansion Project Penobscot Theatre Company 131 Main St Bangor ME 044016309 010387418 501(c)(3) 12000 Bangor Opera House Roof Repair Project Belfast Area Child Care Services Inc 1025 Waterville Rd Waldo ME 049153113 237328966 501(c)(3) 12000 Belfast Area Child Care Services: Transitional Leadership Development Project Monhegan Historical and Cultural Museum Association 1 Lighthouse Hill Monhegan ME 048520000 222572864 501(c)(3) 12500 Restoration of the Monhegan Island Light Tower St Marys Regional Medical Center PO Box 291 Lewiston ME 042430291 010211551 501(c)(3) 13000 Upgrading St. Mary's Regional Medical Center's Blood Bank Ecology Education Inc 184 Simpson Rd Saco ME 040729514 010522241 501(c)(3) 14110 Expanding The Ecology School's Impact and Innovation through the AgroEcology for Resilient Communities (ARC) Project Pierre Monteux Memorial Foundation PO Box 457 Hancock ME 04640 010279335 501(c)(3) 15000 Music Practice Studios Building Project Farmington Historical Society Inc PO Box 575 Farmington ME 04938 010377985 501(c)(3) 15000 Phase Two - Titcomb House Museum Expansion: Research Room, Barn and Exterior of Titcomb House North Yarmouth Academy 148 Main St Yarmouth ME 040966712 010211536 501(c)(3) 15000 Educational technology, equipment, and programs in the multipurpose room of NYA's fitness and wellness center Eddington-Clifton Civic Center PO Box 306 Eddington ME 044280306 010390608 501(c)(3) 15000 Addition Foundation Repairs Penobscot Marine Museum PO Box 498 Searsport ME 049740498 016015647 501(c)(3) 15000 Nickels-Colcord-Duncan House Restoration Project - Exterior Paint Maine Forest and Logging Museum Inc PO Box 104 Bradley ME 044110104 016019448 501(c)(3) 15000 2022 Restoration & Improvement Project Maine Art Gallery 15 Warren St Wiscasset ME 045784032 010246129 501(c)(3) 15000 Remediate water infiltration into basement by repairing foundation masonry and installing an exterior perimeter drain Maine Media College PO Box 200 Rockport ME 048560200 205933625 501(c)(3) 15000 Installation of Acoustic Panels in the Focus Building on Maine Media's Campus in Rockport Curran Homestead 139 Kenduskeag Avenue Bangor ME 04401 223236711 501(c)(3) 15000 A Carriage Barn; Space for Collections, An Archives, Library, Hands On Learning, & Demos First Amendment Museum At The Gannett House 184 State Street Augusta ME 04430 273984372 501(c)(3) 15000 Completing the First Amendment Museum (FAM) Permanent Exhibition Design: Prototype Fabrication Stage Downeast Institute for Applied Marine Research and Education Inc PO Box 83 Beals ME 046110083 010452403 501(c)(3) 16500 Let's Find Out - Mobile Marine Libraries for Local Schools Northeast Historic Film PO Box 900 Bucksport ME 044160900 222823713 501(c)(3) 16654 Final Phase of Masonry Repairs to Alamo Theatre Building Raymond-Casco Historical Society PO Box 1055 Raymond ME 040711055 300229869 501(c)(3) 19750 Watkins Blacksmith Shop Project Portland Maine Symphony Orchestra 50 Monument Square Fl 2 Portland ME 04101 016006058 501(c)(3) 20000 Recording Project: Living Mexican Composers Inland Hospital 200 Kennedy Memorial Dr Waterville ME 049014595 010217211 501(c)(3) 20000 Northern Light Inland Hospital Surgical Care Thomas College 180 W River Rd Waterville ME 049015066 010263385 501(c)(3) 20000 Capacity Building for Campus Mental Health Coastal Maine Botanical Gardens Inc PO Box 234 Boothbay ME 04537 010476545 501(c)(3) 20000 Improving Signage to Deepen Learning and Enhance Guest Experience at Coastal Maine Botanical Gardens Mainegeneral Health 35 Medical Center Parkway Augusta ME 04330 043369653 501(c)(3) 20000 Transport to Treatment: A picture is worth a thousand words Belfast Maskers PO Box 541 Belfast ME 04915 223062350 501(c)(3) 20000 The Belfast Maskers--Build the Bazz Norway Landmarks Preservation Society PO Box 525 Norway ME 04268 270244250 501(c)(3) 20000 Restoring the Gingerbread House Points North Institute PO Box 836 Camden ME 048430836 451622247 501(c)(3) 20000 Funding for production of the annual all-documentary Camden International Film Festival and Points North Forum Portland Ovations 120 Exchange St Portland ME 04101 010350707 501(c)(3) 21500 Wabanaki Stories Hancock County Auditorium Associates 165 Main St Ellsworth ME 04605 010332058 Municipality 25000 HVAC UPGRADE - Energy Efficient Air Quality Moosehead Marine Museum Inc PO Box 1151 Greenville ME 04441 010356422 501(c)(3) 25000 Keep Kate Cruising Campaign Phase I Quoddy Tides Foundation 43 Water Street Eastport ME 04631 016046843 501(c)(3) 25000 Phase Two: Transforming the Masonic Building, the Tides Institute & Eastern Coast of Maine Gould Academy 39 Church St Bethel ME 042173809 010211509 501(c)(3) 25000 Increasing Student and Faculty Engagement in Outdoor Education through Investments in Equipment and Infrastructure Jesup Memorial Library 34 Mount Desert St Bar Harbor ME 046091727 010214017 501(c)(3) 25000 Expanding Our Public Library for the Next 100 Years Lubec Memorial Library 55 Water St Lubec ME 046521146 010284221 501(c)(3) 25000 Library Community Room Expansion and Digital Upgrade Poland Spring Preservation Society PO Box 444 Poland Spring ME 042740444 010347068 501(c)(3) 25000 All Souls Chapel Restoration Learning Works 181 Brackett St Portland ME 041023857 010353682 501(c)(3) 25000 LearningWorks YouthBuild (LWYB) Expansion LA Public Theatre Inc 31 Maple St Lewiston ME 042406518 010466131 501(c)(3) 25000 Theatrical Drapery, Lighting Console and Safety Upgrades Portland Conservatory of Music 28 Neal St Portland ME 04102 010495589 501(c)(3) 25000 Building Harmony Campaign: Phase Two Renovations Franco American Heritage Center at St Marys 46 Cedar St Lewiston ME 042407804 010536445 501(c)(3) 25000 Save Our Stones Gardiner Main Street PO Box 194 Gardiner ME 043450194 043669676 501(c)(3) 25000 Saving Lady and the Birds Frances Perkins Center PO Box 281 Newcastle ME 045530281 264371534 501(c)(3) 25000 HVAC System Installation at Frances Perkins Homestead National Historic Landmark Maine School Garden Network 28 State House Station Augusta ME 043330028 461015017 501(c)(3) 25000 Working Together to Get Maine Students Learning Outside: A Collaboration between MSGN, MAITC, ReTreeUS Portland Stage Company Inc PO Box 1458 Portland ME 041041458 510143171 501(c)(3) 25000 Making An Entrance Capital Campaign - Elevator Upgrade Calais Community Hospital 24 Hospital Ln Calais ME 046191329 862728785 501(c)(3) 25000 Digital Mammography Equipment Replacement Trustees Of St Josephs College 278 Whites Bridge Road Standish ME 040845263 010212542 501(c)(3) 41349 Developing Maine's First Campus-Based Integrated Studies Program for Students with Intellectual Disabilities Side x Side Inc 636 Congress St Portland ME 041013304 472078278 501(c)(3) 45000 Building Capacity to Empower Teachers and Students through Arts Integration American National Red Cross 2401 Congress Street Portland ME 04102 530196605 501(c)(3) 45000 Blood Transportation Vehicle United Society of Shakers 707 Shaker Rd New Gloucester ME 042602652 010317232 501(c)(3) 50000 Shaker Village Herb House Cultural & Traditional Arts Center Blue Hill Memorial Hospital Inc PO Box 931 Bangor ME 044020931 010227195 501(c)(3) 50000 Northern Light Blue Hill Hospital Capital Campaign: The Next Century of Care - Keeping the Promise Junior Achievement of Maine Inc 565 Congress St Ste 306 Portland ME 041018301 010275159 501(c)(3) 50000 Breaking the Cycle of Poverty: Financial Literacy and Workforce Readiness for Southern Maine Low-income Youth Woodfords Family Service 15 Saunders Way Ste 900 Westbrook ME 040924836 010278395 501(c)(3) 50000 Woodfords' Psychiatric Primary Care Physician (PCP) Consultation Pilot Program Rippleffect Inc PO Box 441 Portland ME 04112 010521260 501(c)(3) 50000 Rippleffect Outdoor Center partnership with Portland Public Schools & the City of Portland Mid-Coast Health Net Inc 22 White Street Rockland ME 048412978 010528885 501(c)(3) 50000 Strategic Planning for a Community Health Center to serve Knox County and beyond University Of Southern Maine Foundation PO Box 9330 Portland ME 04104 043350930 501(c)(3) 50000 Building a Center for the Arts on USM's Portland Campus Capital Kids 244 Water St Augusta ME 04330 352489579 501(c)(3) 50000 Restorative & Mental Wellness Educational Programs Olympia Snowe Womens Leadership Institute One Canal Plaza Ste 501 Portland ME 04101 461398374 501(c)(3) 50000 My Values, My Voice, and My Vision program. College of the Atlantic 105 Eden St Bar Harbor ME 04609 237032625 501(c)(3) 60000 Establishment of a Multidisciplinary Center for Materials Fabrication and Analysis at College of the Atlantic Great Schools Partnership Inc 482 Congress St Ste 500 Portland ME 041013484 263834610 501(c)(3) 66906 Boosting Student Learning & Educator Opportunity: A Maine Opportunity Culture Network Morrison Center PO Box 1539 Scarborough ME 04070 010243254 501(c)(3) 75000 Scarborough Children's Residential Project Colby College 5600 Mayflower Hill Drive Waterville ME 049018841 010211497 501(c)(3) 75000 Equipment/Facilities/Technology Request - Museum Gallery Updates LifeFlight Foundation PO Box 899 Camden ME 048430899 522377085 501(c)(3) 75000 Complete the Fleet-LifeFlight Helicopter Campaign Mercy Hospital 144 State Street Portland ME 041013795 010211534 501(c)(3) 100000 Expanding Access to Pediatric Integrated Behavioral Health Services in Maine Eastern Maine Healthcare Systems 268 Stillwater Ave Bangor ME 044013980 010459837 501(c)(3) 100000 Acadia for All: Expanding Access to Mental Health Services for all Mainers University of Maine at Augusta 46 University Drive Augusta ME 04330 016000769 501(c)(3) 100000 Reentry Support Pilot for Justice-Impacted Students Northeastern University 360 Huntington Avenue Boston MA 021155000 041679980 501(c)(3) 100000 Broadening Rural Maine Access to Biotechnology with the Microsoft HoloLens MaineHealth 22 Bramhall St Portland ME 041023134 010238552 501(c)(3) 200000 Greater Portland Comprehensive Addiction Medicine Program (CAMP) to treat individuals with substance use disorder - Maine Medical Center Foundation for Maines Community Colleges 54 Lighthouse Cir S Portland ME 041061661 271363414 501(c)(3) 250000 Maine Connection: Young Men to College and Careers 94 0 Schedule I, Part I, Line 2 The Organization requires a completion report after one year. 0 0 0 0 0 0 0 0 0 Yvonne B Mumme Chief Finance and Administrative Officer 56579 0 0 0 0 0 3961 0 4271 0 64811 0 0 0 Schedule J, Part I See Form 990 Part VII, Line 5: Yvonne Mumme, Chief Finance and Administrative Officer for the Organization, receives compensation from Davis Educational Foundation, an unrelated organization, for services rendered to the filing organization. Yvonne's unrelated organization compensation was as follows: Salary - $56,579 and Benefits $4,271. These amounts are included in the amounts listed on Part II. A retirement contribution of $3,961 was paid by the Organization. Form 990, Part VI, Section A, Line 2 Trustees Rebekah Bucci, David Bucci, and Colleen Bucci Liddy have a family relationship. Form 990, Part VI, Section A, Line 8b There are no committees with the authority to act on behalf of the governing body. Form 990, Part VI, Section B, Line 11b Prior to filing, the chief finance and administrative officer (CFAO) reviews the 990 in detail, comparing it to the foundation's financial statements and other records for accuracy, and comparing it to the prior year filing to make sure any large variances or changes to responses are accurate. Any questions or concerns are resolved with the independent CPA firm who reviewed the return. The CFAO provides a copy of the final draft to the board chair, highlighting any unusual items or changes from prior years. The board chair reviews the final draft just prior to filing to ensure responses are consistent with financial reporting, governance practices and activities of the foundation, resolving any questions with the CFAO. Additionally, the return is provided to the entire board prior to filing. 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 and 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. MaineHealth dba Maine Medical Center 22 Bramhall St 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 SYMPHONY ORCHESTRA ME 501(c)(3) Line 7 N/A 0 UNIVERSITY OF NEW ENGLAND 11 HILLS BEACH RD 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0