2024-10-22T15:46:58-07:00 2023-12-31 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 04104 990 2023-01-01 010390443 DAVIS FAMILY FOUNDATION DAVI 2078469132 30 Forest Falls Dr Ste 5 Yarmouth ME 04096 Yvonne Mumme Chief Finance and Admin. Officer 2078469132 2024-10-22 1 1 Joseph Byrne P01289281 2077752387 2024-10-22 2023 2024-10-15 13:58:12Z Yvonne Mumme 30 Forest Falls Dr Ste 5 Yarmouth ME 04096 12850527 0 X www.davisfoundations.org/dff X 1983 ME Award Grants 8 8 0 3 0 0 0 0 0 0 2390241 3234681 5000 8618 2395241 3243299 2947835 2015188 0 0 94811 98442 0 0 0 301281 319145 3343927 2432775 -948686 810524 76848033 89607909 148424 132909 76699609 89475000 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 2167856 2015188 8618 Grants allocated in support of 501(c)(3) & governmental organizations. See Schedule I for grants approved. 0 0 0 2167856 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 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 15.3 0 X 56560 0 8697 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 86560 0 8697 0 0 0 1 Prio Wealth 265 Franklin St Suite 2001 Boston MA 02110 Investment Management 148943 1 0 0 985190 0 0 985190 0 0 0 0 0 0 0 0 0 0 11856719 0 9607228 0 2249491 0 2249491 0 0 2249491 Prior period grant recovery 900099 8618 8618 0 0 0 0 0 0 8618 3243299 8618 0 3234681 2015188 2015188 98442 33844 64598 93687 83405 10282 4800 2400 2400 10450 10450 163223 163223 3725 1501 2224 13440 11817 1623 0 20191 13528 6663 109 103 6 1508 1370 138 2208 1194 1014 Dues 4958 3322 1636 0 Miscellaneous 846 184 662 0 2432775 2167856 264919 0 63702 30036 1853240 634414 2507 2633 56064384 65088851 18609902 23566481 102460 72775 151838 212719 76848033 89607909 41942 56557 106482 76352 148424 132909 X 76699609 89475000 0 0 76699609 89475000 76848033 89607909 810524 11964867 0 0 0 0 X 0 1 X 1 0 X X 4 MaineHealth dba Maine Medical Center 010238552 3 1 141837 0 Portland Symphony Orchestra 016006058 7 1 0 0 University of New England 010211810 2 1 0 0 Portland Museum of Art 010378420 7 1 0 0 4 141837 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 23566481 F 23566481 Lease Liability 76352 76352 15036325 11964867 0 0 0 11964867 3071458 163223 8618 171841 3243299 2260934 0 0 0 0 0 2260934 163223 8618 171841 2432775 Schedule D, Part XI, Line 4b Prior period grant recovery Schedule D, Part XII, Line 4b Prior period grant recovery 1 Telling Room 225 Commercial St Ste 201 Portland ME 04101 743136956 501(c)(3) 6000 Build Capacity of Literary Arts Education Programs Caribou Historical Society PO Box 8671 Caribou ME 04736 016054897 501(c)(3) 7000 Digital Equity Senior Docent Project Watershed Center for the Ceramic Arts 103 Cochran Road Edgecomb ME 04556 010427824 501(c)(3) 7000 Watershed Studio Surge Suppression System Dance Hall PO Box 691 Kittery ME 03904 450964224 501(c)(3) 7500 2023 Django by the Sea Gypsy Jazz Festival Maine Preservation PO Box 488 Yarmouth ME 04096 010319524 501(c)(3) 7500 Curriculum Development for Community Preservation Youth Programs Town of Ashland (Ashland Ambulance Service) PO Box 91017 Ashland ME 04732 016000053 Municipality 7613 Video Laryngoscopes Portland Lyric Theater 176 Sawyer Street South Portland ME 04106 237376760 501(c)(3) 7619 Exterior Repair: Soffits and Windowsills Replacement Kezar Falls Circulating Library PO Box 11 Parsonsfield ME 04047 010365890 501(c)(3) 8000 Accessibility Ramp Project Friends of the Strand Theatre Inc PO Box 433 Rockland ME 048410433 463330177 501(c)(3) 8550 Through the Fog: New Windows for the Historic Strand Theatre Celebration Barn Theater 190 Stock Farm Road South Paris ME 04281 237321583 501(c)(3) 10000 Repair and Protect the Basement Chesterville Center Union Meeting House Inc PO Box 73 Farmington Falls ME 049400000 016014722 501(c)(3) 10000 Chesterville Meeting House Paint Restoration Completion Citizens for Squirrel Point PO Box 764 Bath ME 045300764 300193082 501(c)(3) 10000 Replace the Hiking Bridge that Controls Access to Squirrel Point Light and Bald Head Preserve Friends of Seguin Island 72 Front St Ste 3 Bath ME 04530 010420547 501(c)(3) 10000 Gateway to Seguin Girls Who Code Inc 1250 Broadway 17th Floor New York NY 10001 300728021 501(c)(3) 10000 Expanding Reach of 3rd-12th Grade Girls Who Code Afterschool Clubs in Maine Haystack Mountain School Of Crafts PO Box 518 Deer Isle ME 046270518 010243548 501(c)(3) 10000 Support Longtime and Impactful Teen Program Studio Based Learning Maine Humanities Council 674 Brighton Avenue Portland ME 04102 010339295 501(c)(3) 10000 Humanities Outreach: Maine Department of Corrections Maine State Music Theatre 22 Elm St Brunswick ME 040112402 010355212 501(c)(3) 10000 East Coast Premiere of Rapunzel, Part of MSMT's 2023 Theatre for Young Audiences Series North American Family Institute Inc 40 Park Lane Contoocook NH 03229 043161042 501(c)(3) 10000 Sound Garden to Promote the Social, Cognitive, Physical, and Emotional Well-being of Children. Old Head Tide Church Committee PO Box 138 Alna ME 04535 010365485 501(c)(3) 10000 Restoration of Head Tide Church Spire to Original 1838 Design Opera Maine PO Box 7733 Portland ME 041127733 010496860 501(c)(3) 10000 La Cenerentola (Cinderella) by Gioachino Rossini, a Professional Opera Production Accompanied by Multi-cultural Community Programming Opiate-Free Island Partnership Inc PO Box 295 Deer Isle ME 04627 821562516 501(c)(3) 10000 OUD Harm Reduction in the Deer Isle-Stonington Community Rufus Porter Museum PO Box 544 Bridgton ME 04009 743175428 501(c)(3) 10000 Museum Quality Shelving and Racks for New Climate Controlled Collections Storage Room Saco River Grange Hall Inc PO Box 1 Bar Mills ME 04004 010486343 501(c)(3) 10000 Accessible and Affordable Live Theatre The 1932 Criterion Theatre 35 Cottage St Bar Harbor ME 04609 203267346 501(c)(3) 10000 Improving the Sound Quality and Accessibility of the 1932 Criterion Theatre SPACE Gallery 538 Congress Street Portland ME 04101 510432635 501(c)(3) 12000 Strengthening Physical and Virtual Workplaces for SPACE's 20th Anniversary Strategic Plan Trekkers Inc 325 Old County Rd Rockland ME 04863 010537500 501(c)(3) 12400 Uplifting Rural Outcomes Through School Bonding and Connectedness Portland Chamber Music Festival PO Box 15385 Portland ME 041125385 010484781 501(c)(3) 12500 2024 Concert and Education Programs Lamoine Community Arts PO Box 1473 Ellsworth ME 04605 262452608 501(c)(3) 13000 LCA Basement Energy Efficiency Coastal Kids Preschool 12 Jackies Trl Damariscotta ME 045434253 223126832 501(c)(3) 14000 New Sensory Play Area for NAEYC-Accredited Preschool Chocolate Church Arts Center PO Box 252 Bath ME 04530 010348331 501(c)(3) 15000 Main Stage "Troll" Door Daponte String Quartet Foundation PO Box 201 Freeport ME 04032 223140085 501(c)(3) 15000 New Violinist Search Maine Charitable Mechanic Association 519 Congress Street Portland ME 04101 010248533 501(c)(3) 15000 Mechanics' Hall Building Master Plan Maine State Museum 83 State House Station Augusta ME 043330083 016000001 Municipality 15000 Art and Nature: Creating an Interactive Mural for Early Learners at the Maine State Museum Mothers Milk Bank Northeast Inc 377 Elliot St Newton Upper Falls MA 024641126 208063509 501(c)(3) 15000 Donor Milk for Healthy Babies: Developing Partnerships and Promoting Awareness for Access to Donor Milk Owls Head Transportation Museum 117 Museum St Owls Head ME 04854 222590547 501(c)(3) 15000 Owls Head Transportation Museum (OHTM) Race to Power the Future Schoodic Arts for All PO Box 174 Winter Harbor ME 04693 010532230 501(c)(3) 15000 After-School Art Club Swans Island Educational Society PO Box 12 Swans Island ME 046850012 010317540 501(c)(3) 15000 Upgrading the Library's Internet Porch and Access Walkway Waterfall Arts 256 High Street Belfast ME 04915 010528831 501(c)(3) 15000 Glassblowing Elective Class at Waterfall Arts (WA) for Waldo County High School Students Waterville Historical Society 62 Silver Street Waterville ME 04901 016010923 501(c)(3) 15000 Waterville Center for Local History and Culture Owls Head Village Library Association PO Box 98 Owls Head ME 048540098 016020157 501(c)(3) 15500 Upgrade and Refurbish the Interior of our Aging Library to Increase Safety and Efficiency Northern Lighthouse Inc 172 Academy Street Presque Isle ME 04769 010547336 501(c)(3) 16000 Eye Movement Desensitization and Reprocessing Therapy (EMDR) Training for Clinicians Aroostook Arts And Education Center PO Box 1252 Presque Isle ME 04769 205036371 501(c)(3) 20000 Evolve Wintergreen Kids News Network and Integrate Templates for Expressive Arts Therapy Applications Cedars Nursing Care Center Inc 630 Ocean Avenue Portland ME 04103 010211517 501(c)(3) 20000 The Cedars Community Services Center: Telehealth Intervention Program for Seniors (TIPS) Central Aroostook County Emergency Medical Services Authority PO Box 338 Blaine ME 047340338 845080898 501(c)(3) 20000 Mechanical Stretcher to Reduce Risk for Patients and EMTs Colonial Theater Inc PO Box 2276 Augusta ME 04330 272159587 501(c)(3) 20000 Windows and Doors Rehabilitation Project Community Dental 190 Park Ave Portland ME 04102 237129502 501(c)(3) 20000 Improving Efficiency and Quality of Oral Health Care at Biddeford Dental Center Community Little Theatre Corp PO Box 262 Auburn ME 042120262 016013228 501(c)(3) 20000 Replacement of Stage Lighting and Sound Equipment Eastern Maine Children's Museum 74 Main St Bangor ME 044016304 010527022 501(c)(3) 20000 STEM Education for Maine FRIENDS OF THE FREEPORT COMMUNITY LIBRARY PO Box 126 Freeport ME 04032 274244185 501(c)(3) 20000 After School at FCL: Comprehensive Enrichment for Middle School Library Patrons Hampden Historical Society PO Box 456 Hampden ME 04444 016047415 501(c)(3) 20000 Basement Repairs for Long-term Structural Integrity of the Kinsley House Museum Sandcastle Clinical and Educational Services 72 Strawberry Ave Lewiston ME 04240 010506743 501(c)(3) 20000 Pediatric Speech Language Pathology Internships Sedgwick-Brooklin Historical Society PO Box 171 Sedgwick ME 04676 016020564 501(c)(3) 20000 Restoration of the Steeple of the Historic Sedgwick First Baptist Team Long Run 531 North Road Bethel ME 04217 822334534 501(c)(3) 20000 Early Literacy Program for Title 1 and Head Start Students Tate House Museum 1267 Westbrook St Portland ME 04102 201283552 501(c)(3) 20153 Preservation Projects to Maintain the Historic Tate and Means Houses Children's Museum & Theatre of Maine 250 Thompsons Pt Portland ME 041022654 010352258 501(c)(3) 21424 Children's Museum & Theatre of Maine: Centennial Anniversary Theatre Season Friends of First Baptist Church of Paris Maine PO Box 99 Paris ME 042710099 463849200 501(c)(3) 24000 Exterior Building Restoration of the Historic First Baptist Church of Paris Hill Alfond Youth & Community Center 126 North St Waterville ME 049014954 043341661 501(c)(3) 25000 Teaching Tech Literacy Bell Hill Meeting House Association 11 Jessie Lane Biddeford ME 04005 010424919 501(c)(3) 25000 Replace Main Tie Beam, Install Two New Bed Timbers and Repair Timber Frame Brunswick Naval Aviation Museum 179 Admiral Fitch Ave Brunswick ME 040112785 270926866 501(c)(3) 25000 Brunswick Naval Aviation Museum Exhibit Design Development Community School 585 Sound Drive Mount Desert ME 046600000 465403427 501(c)(3) 25000 Barn Renovation: Middle School Classroom, School Library, and Community Space Continuum Arts Collective 76 Lower Main St North Berwick ME 039066712 811474197 501(c)(3) 25000 Art and Music as a Means to Remove Barriers East Blue Hill Library Association PO Box 267 Blue Hill ME 046140267 222557445 501(c)(3) 25000 The Next Chapter: The Campaign for the East Blue Hill Public Library Eighth Maine Regiment Memorial Association PO Box 8 Peaks Island ME 04108 912085202 501(c)(3) 25000 Restructure of our Veranda Porch Gulf of Maine Research Institute 350 Commercial Street Portland ME 04101 010504905 501(c)(3) 25000 Findings from the Field: Empowering the Next Generation of Scientists through an Immersive Writing Experience Maine Public DBA Maine Public Broadcasting Corporation 1450 Lisbon Street Lewiston ME 04240 223171529 501(c)(3) 25000 Maine Public New Rural Radio Signals Mainely Smiles 166 Regan Lane Portland ME 04103 874255473 501(c)(3) 25000 Expansion of MaineCare Oral Health Provider Network Oasis Health Network Inc 66 Baribeau Dr Ste B Box 1 Brunswick ME 040113230 010497587 501(c)(3) 25000 Oasis Free Clinics Relocation and Expansion Portland Public Library 5 Monument Square Portland ME 041014017 016000802 501(c)(3) 25000 Ensuring a Safe Experience for Patrons and Staff at Portland Public Library University of Maine 5703 Alumni Hall Suite 200 Orono ME 04469 016000769 501(c)(3) 25000 Educating for the Athletic Trainer Gap: Creating Maine's First Athletic Training Simulation Laboratory Wood Island Life Saving Station Association 75 Pepperrell Rd Kittery Point ME 039055111 453543669 501(c)(3) 25000 Wood Island Life Saving Station Restoration, Phase Eight - Installing the Finished Flooring Watts Hall Community Players 62 Water St Thomaston ME 048613741 821167038 501(c)(3) 35000 Watts Hall Safety Improvement Project Camp Kita Inc PO Box 238 North Berwick ME 03906 463190172 501(c)(3) 37000 Kita Medical Facility - Opening Doors Bay Chamber Concerts and Music School PO Box 599 Rockport ME 04856 016023519 501(c)(3) 40000 Bay Chamber Acoustical Treatment Project Hospice of Southern Maine 390 US Route One Scarborough ME 04074 010540180 501(c)(3) 45000 Gosnell Sustainability - Integrating Energy Efficient HVAC Systems and Upgrades to Improve Patient Comfort, Reduce Operating Costs, and Protect the Environment Bangor Young Mens Christian Association 17 Second Street Bangor ME 044016133 010211485 501(c)(3) 50000 Site Work for an Innovative, Evidence-based YMCA Early Education Center Bay School PO Box 950 Blue Hill ME 046140950 010370827 501(c)(3) 50000 Building a new Childcare Center Mount Desert Island Hospital 10 Wayman Lane Bar Harbor ME 046091625 010211797 501(c)(3) 50000 MDI Hospital Core Generation Renovation Project: Construction of a Central Utility Plant Milestone Recovery 65 India St Portland ME 041014209 016024344 501(c)(3) 100000 Expanding Substance Use Treatment for Low-Income Mainers MaineHealth dba Maine Medical Center 22 Bramhall Street Portland ME 04102 010238552 501(c)(3) 141837 Contingency Management: An Evidence-Based Treatment Strategy to Address Psychostimulant Use Disorder Great Schools Partnership Inc 482 Congress St Ste 500 Portland ME 041013484 263834610 501(c)(3) 281759 Boosting Student Learning & Educator Opportunity: A Maine Opportunity Culture Network 80 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 56560 0 0 0 0 0 3961 0 4736 0 65257 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 - $56,560 and Benefits $4,736. 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 85 Exchange St 4th Fl PORTLAND ME 04101 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