Liabilities / Assets
3rd percentile
Higher debt load relative to assets than 3% of similar nonprofits.
Davis Family Foundation
990 • Fiscal year 2014 • EIN 01-0390443
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
7th percentile
Higher debt load relative to revenue than 7% of similar nonprofits.
Net Margin
3rd percentile
Higher net margin than 3% of similar nonprofits.
Top Officer Pay
5th percentile
Higher top officer pay than 5% of similar nonprofits.
Top officer pay equals 2.5% of source-year revenue.
Asset Growth
29th percentile
Faster asset growth than 29% of similar nonprofits.
Revenue Growth
8th percentile
Faster revenue growth than 8% of similar nonprofits.
Balance Sheet
Assets
Up$70,283,775
Up $524,194 (+0.8%) from 2013
Net Assets
Up$70,245,621
Up $517,428 (+0.7%) from 2013
Liabilities
Up$38,154
Up $6,766 (+22%) from 2013
Revenue And Expenses
Revenue
Down$1,809,162
Down $583,226 (-24%) from 2013
Expenses
Up$2,655,758
Up $201,070 (+8.2%) from 2013
Net Income
Down-$846,596
Down $784,296 (-1259%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2014 to Dec 31, 2014
- Signed
- Aug 11, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $13,136,294
Mission and Program Overview
Mission
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, theatre, drama, history, literature, the arts, or other similar cultural activities.
Award Grants
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $44,973,954 | $43,438,898 | ▼ $1,535,056 |
| Investments Other Securities | $24,247,778 | $26,440,769 | ▲ $2,192,991 |
| Savings and Temporary Cash Investments | $476,726 | $353,277 | ▼ $123,449 |
| Pledges and Grants Receivable | $8,300 | - | - |
| Total Assets | $69,759,581 | $70,283,775 | ▲ $524,194 |
| Other Assets Total | $52,823 | $50,831 | ▼ $1,992 |
| Liabilities | |||
| Other Liabilities | $23,740 | $27,075 | ▲ $3,335 |
| Accounts Payable and Accrued Expenses | $7,648 | $11,079 | ▲ $3,431 |
| Total Liabilities | $31,388 | $38,154 | ▲ $6,766 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $69,728,193 | $70,245,621 | ▲ $517,428 |
| Total Net Assets Fund Balance | $69,728,193 | $70,245,621 | ▲ $517,428 |
| Total Liabilities and Net Assets / Fund Balance | $69,759,581 | $70,283,775 | ▲ $524,194 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $26,440,769 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Anne Vaillancourt | Executive Director | PT | $38,857 | $6,273 | $45,130 |
| Anne B Pringle | Trustee | - | $5,000 | - | $5,000 |
| Kevin P McCarthy | Trustee | - | $5,000 | - | $5,000 |
| Michael R Currie | Trustee | - | $5,000 | - | $5,000 |
| Ralph I Lancaster Jr | Trustee | - | $5,000 | - | $5,000 |
| Samuel M DiCapua | Trustee | - | $5,000 | - | $5,000 |
Board Members and Trustees
| Name | Title |
|---|---|
| Rebekah A Bucci | Chair |
| David J Bucci | Trustee |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $0
- Investment Income
- $1,798,344
- Other Revenue
- $10,818
- Change in Net Assets
- $-846,596
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $1,583,032
- Revenue Not Reported on Financial Statements
- $226,130
- Revenue Not Reported on Form 990
- $1,379,024
- Other Revenue Adjustments
- $10,818
- Total Revenue per Audited Statements
- $2,962,056
- Total Revenue per Form 990
- $1,809,162
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $2,245,517 |
| Other Expenses | $340,111 |
| Salaries, Compensation, and Employee Benefits | $70,130 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $2,245,517 | - | - | $2,245,517 |
| Fees for Service Investment Mgmnt Fees | - | $215,312 | - | $215,312 |
| Current Officers, Directors, Trustees, and Key Employees | $25,000 | $45,130 | - | $70,130 |
| Fees for Services Management | - | $67,273 | - | $67,273 |
| Occupancy | - | $17,393 | - | $17,393 |
| Fees for Services Accounting | - | $10,485 | - | $10,485 |
| Office Expenses | - | $8,687 | - | $8,687 |
| Information Technology | - | $5,717 | - | $5,717 |
| Other Expenses | - | $2,912 | - | $2,912 |
| Conferences and Meetings | - | $2,252 | - | $2,252 |
| Insurance | - | $2,061 | - | $2,061 |
| Fees for Services Legal | - | $140 | - | $140 |
| Travel | - | $69 | - | $69 |
| Total Functional Expenses | $2,270,517 | $385,241 | $0 | $2,655,758 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $2,655,758 |
| Total Expenses per Audited Statements | $2,444,628 |
| Expenses per Audited Statements | $2,429,628 |
| Expenses Not Reported on Financial Statements | $226,130 |
| Expenses Not Reported on Form 990 | $15,000 |
| Other Expense Adjustments | $10,818 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Aroostook Hospice Foundation dba Aroostook House of Comfort | Presque Isle, ME | 501(c)(3) | Funding to build a six-bed residential facility to provide palliative and hospice care. | $100,000 |
| Eastern Maine Medical Center | Bangor, ME | 501(c)(3) | A capital campaign to construct a new building for cardiovascular and neonatal intensive care services, and to remodel an existing building into a delivery suite. | $100,000 |
| Southern Maine Agency on Aging | Scarborough, ME | 501(c)(3) | Support to create two Adult Day Centers for people with dementia: a new purpose-built center in Biddeford and a renovated building in Falmouth. | $100,000 |
| Foundation for Maine's Community Colleges | South Portland, ME | 501(c)(3) | Support to construct a math lab in York County Community College's new academic building to assist students in need of remedial math courses. | $75,000 |
| Maine Medical Center | Portland, ME | 501(c)(3) | Funding to assist patients with end-of-life care planning through patient educational materials, POLST facilitator training, and updates to the electronic medical record system to document wishes. | $75,000 |
| Maine Quality Counts | Manchester, ME | 501(c)(3) | Support to transition Community Care Teams to a sustainable multi-payer system. | $75,000 |
| University of New England | Biddeford, ME | 501(c)(3) | Funding to renovate the 180 year-old Alumni Hall into a space for student events, a study lounge, and office space suites. | $75,000 |
| Association Culturelle et Historique du Mont-Carmel | Lille, ME | 501(c)(3) | Funding to insulate and finish the interior of the new exhibition building. | $50,000 |
| HealthInfoNet | Portland, ME | 501(c)(3) | Support to convene stakeholders to create a strategy for implementing a shared electronic care plan for all Mainers. | $50,000 |
| Maine College of Art | Portland, ME | 501(c)(3) | Funding to offer recreational youth circus programs at the former industrial site Thompson Point and develop a permanent home for the Conservatory. | $50,000 |
| New England Electric Railway Historical Society dba Seashore Trolley Museum | Kennebunkport, ME | 501(c)(3) | Funding to improve buildings on the museum campus to protect and display the collection of vintage vehicles and artifacts. | $50,000 |
| Quoddy Tides Foundation | Eastport, ME | 501(c)(3) | Support to complete the renovation of their 1887 art center, to create artist residency housing, and to create a publication on the architectural and landscape history of Eastport, Maine. | $45,000 |
| HomeHealth - Visiting Nurses of Southern Maine | Saco, ME | 501(c)(3) | Funding for equipment to expand telehealth services for patients with chronic illnesses. | $43,050 |
| Tate House Museum | Portland, ME | 501(c)(3) | Funding for drainage around the 1755 Tate House as part of the moisture reduction renovation project. | $38,000 |
| My Place Teen Center | Westbrook, ME | 501(c)(3) | Support for the two-year internship program for high school students designed to keep them in school and increase their graduation rates. | $35,000 |
| Berwick Academy | South Berwick, ME | 501(c)(3) | Funding to renovate and repurpose the historic Oakes House and the Jewett Barn into an on-campus Wellness Center. | $30,000 |
| Jobs for Maine's Graduates Inc | Augusta, ME | 501(c)(3) | Support to develop career-based applied learning lessons for middle school students in Southern Maine as part of a statewide Department of Education career preparation initiative. | $29,878 |
| Health Access Network | Lincoln, ME | 501(c)(3) | Funding to purchase panoramic digital x-ray equipment to improve dental care in rural Maine. | $27,281 |
| Bagaduce Music Lending Library | Blue Hill, ME | 501(c)(3) | Funding to renovate a building, connect to the town sewer, install bathroom facilities, and create 75 parking spaces for the new community arts center. | $25,000 |
| Educate Maine | Portland, ME | 501(c)(3) | Support to develop and disseminate the 2015 Education Indicators Report and launch a related public engagement campaign to encourage investment in early childhood initiatives. | $25,000 |
| Gardiner Library Association | Gardiner, ME | 501(c)(3) | Funding to complete the lower level renovation which includes moisture mitigation, HVAC extension, and new light fixtures and furniture. | $25,000 |
| IngenuityNE | Farmington, CT | 501(c)(3) | Funding for registration fees, materials, and sponsorships for Maine high school robotics teams to compete. | $25,000 |
| Inland Hospital | Waterville, ME | 501(c)(3) | Funding to purchase a monitoring system to enable doctors and nurses to monitor a baby's vital statistics remotely. | $25,000 |
| Maine Dental Health Out-Reach Inc | Winthrop, ME | 501(c)(3) | Support to provide comprehensive oral health services to 700 children pre-K-12 in Central and Western Maine. | $25,000 |
| Morrison Center | Scarborough, ME | 501(c)(3) | Support to improve safety with photo ID badges, automated glass doors, surveillance equipment, and a security system plan. | $25,000 |
| Penobscot Valley Hospital | Lincoln, ME | 501(c)(3) | Funding to purchase new obstetrical equipment to provide additional pre-and-postnatal care services. | $25,000 |
| Presque Isle Historical Society | Presque Isle, ME | 501(c)(3) | Support to renovate the Maysville Grange building to become a seasonal museum dedicated to the Aroostook War. | $25,000 |
| Theater At Monmouth | Monmouth, ME | 501(c)(3) | Funding to renovate the Victorian Toad Hall for artist housing and production shops to increase use of the buildings during the theater's off-season. | $25,000 |
| Town of Whiting | Whiting, ME | 501(c)(3) | Funding to replace the window sills and clapboards and to install a vapor barrier to the exterior of the building. | $25,000 |
| Trekkers | Thomaston, ME | 501(c)(3) | Funding for year four of a six-year expansion of the expeditionary learning programs. | $25,000 |
| University of Maine | Orono, ME | 501(c)(3) | Funding to partner with six middle and high school science teachers to test new teaching materials and classroom assessment of students' ability to make sense of data and graphs. | $25,000 |
| Wells Public Library Foundation | Wells, ME | - | Funding to renovate the existing library and build an attached two-story addition. | $25,000 |
| Boothbay Harbor Memorial Library | Boothbay Harbor, ME | 501(c)(3) | Support for the capital campaign to expand the 1840's library building by 20% and renovate existing space. | $20,000 |
| Celebration Barn Theater | South Paris, ME | 501(c)(3) | Support for interior renovations including flooring, heating, paint and lighting upgrades. | $20,000 |
| Franco-American Heritage Center (FAHC) | Lewiston, ME | 501(c)(3) | Funding to purchase and install a fire suppression system in the Performance Hall. | $20,000 |
| Friends of Fort Knox | Bucksport, ME | 501(c)(3) | Funding for masonry repointing on the exterior granite blocks. | $20,000 |
| Friends of the Swan's Island Lighthouse | Swans Island, ME | 501(c)(3) | Funding to restore the interior of the lighthouse tower. | $20,000 |
| Simpson Memorial Library | Carmel, ME | 501(c)(3) | Funding for the capital campaign to build an addition to the library and renovate the original structure to include a bathroom and running water. | $20,000 |
| Society for the Preservation of New England Antiquities dba Historic New En | Boston, MA | 501(c)(3) | Funding for Phase 1 of the Castle Tucker mansion restoration which includes paint, masonry, roof replacement, and window treatment. | $20,000 |
| Hampden Historical Society | Hampden, ME | 501(c)(3) | Funding to purchase and install a new heating system in the archival wing. | $19,500 |
| Southern Maine Health Care | Biddeford, ME | 501(c)(3) | Funding to purchase fitness equipment to expand the cardiopulmonary rehabilitation program. | $18,721 |
| Waynflete School | Portland, ME | - | Support for the 24-day residential summer marine science program for Maine high school students. | $16,000 |
| Abbe Museum | Bar Harbor, ME | 501(c)(3) | Funding for a year-long exhibit of Wabanaki items borrowed from other Northeastern museums. | $15,000 |
| Children's Museum & Theatre of Maine | Portland, ME | 501(c)(3) | Support to partner with Youth and Family Outreach to develop and provide year-long literacy programs to three preschool classrooms. | $15,000 |
| Crisis and Counseling Centers Inc | Augusta, ME | 501(c)(3) | Funding to purchase laptops, mobile printers, and signature pads to reduce paperwork and provide remote access to patient records. | $15,000 |
| Foundation for Blood Research | Scarborough, ME | 501(c)(3) | Funding to develop kits to test arsenic in drinking water at World Health Organization cut-off levels which are less than Maine levels. | $15,000 |
| Island Commons Resource Center | Chebeague Island, ME | 501(c)(3) | Funding to replace the kitchen floor, cabinets, and appliances, and to add a pantry. | $15,000 |
| Maine Coast Memorial Hospital | Ellsworth, ME | 501(c)(3) | Funding to renovate the nurses' station and nursery and purchase an infant warmer, chairs, and beds to accommodate an increase in deliveries caused by the closure of Blue Hill Memorial Hospital's Obstetric department. | $15,000 |
| Mark and Emily Turner Memorial Library | Presque Isle, ME | 501(c)(3) | Funding to install a self-checkout system, expand the youth book collection, and purchase three MacBook Pro computers. | $15,000 |
| Meridian Stories | Freeport, ME | 501(c)(3) | Funding to challenge middle and high school students to produce a curricular-driven digital story. | $15,000 |
| Poland Spring Preservation Society | Poland, ME | 501(c)(3) | Funding for equipment to develop an audio historic presentation for walking tours and a visual presentation for guests with limited mobility. | $15,000 |
| Stockton Springs Community Library | Stockton Springs, ME | 501(c)(3) | Funding to insulate the library's basement, walls, and attic. | $15,000 |
| The McLaughlin Foundation | South Paris, ME | 501(c)(3) | Support to develop a master plan for the newly acquired 1.6-acre Curtis House, an 1840's homestead. | $15,000 |
| Cary Medical Center | Caribou, ME | 501(c)(3) | Funding to host a three-day eating disorder training program for health professionals in northern Maine. | $14,650 |
| The Grand Theater | Ellsworth, ME | 501(c)(3) | Funding to upgrade the existing website with ticketing software to allow patrons to choose seats as they purchase tickets online. | $14,000 |
| Friends of Little River Lighthouse | East Machias, ME | 501(c)(3) | Funding to paint the Little River Light Station's tower and keeper's house. | $12,775 |
| Stonington Public Library | Stonington, ME | 501(c)(3) | Funding to insulate the exterior walls, attic and crawl space to reduce air infiltration and fuel costs. | $12,000 |
| LearningWorks | Portland, ME | 501(c)(3) | Support to purchase 20 Microsoft tablets and software to assist students in obtaining valuable computer literacy skills. | $11,745 |
| Friends of Swan Island | Richmond, ME | 501(c)(3) | Funding to remove lead paint on the 1763 Gardiner-Dumaresq House and adjacent Boathouse and repaint the exterior. | $10,800 |
| Deer Isle-Stonington Historical Society | Deer Isle, ME | 501(c)(3) | Support to expand the archives vault and add a climate control system. | $10,652 |
| 317 Main Community Music Center | Yarmouth, ME | 501(c)(3) | Funding to expand the financial aid fund and outreach programs for music lessons. | $10,000 |
| Center for Maine Contemporary Art | Rockport, ME | 501(c)(3) | Support to bring mentor artists into four local elementary school classrooms twice a week for one month to provide art programs and professional development. | $10,000 |
| Chesterville Center Union Meeting House Inc | Chesterville, ME | 501(c)(3) | Funding for a wheelchair ramp, bathroom facility, heating system, and floor vapor barrier for the 1851 meeting house. | $10,000 |
| Children's Dyslexia Center | Portland, ME | 501(c)(3) | Funding to train tutors for children with dyslexia in the structured, multisensory Orton-Gillingham method. | $10,000 |
| Creative Spaces | Portland, ME | 501(c)(3) | Support to construct thirty musician rehearsal studios in the newly leased warehouse. | $10,000 |
| Firehouse Arts at Winslow Station | Yarmouth, ME | 501(c)(3) | Funding to complete the courtyard sculpture garden area and to offer free art workshops to the public. | $10,000 |
| Franklin Historical Society | Franklin, ME | 501(c)(3) | Funding to replace the foundation and roof on the 1860's schoolhouse building. | $10,000 |
| Friends of the Zorach Fountain | Bath, ME | 501(c)(3) | Funding for pond and landscape restoration to protect and enhance the Spirit of the Sea fountain sculpture. | $10,000 |
| Gedakina Inc | Bangor, ME | 501(c)(3) | Funding for year two of the three-year reading initiative for Native American children ages birth to eighth grade. | $10,000 |
| Heartwood College of Art | Biddeford, ME | 501(c)(3) | Funding to partner with Southern Maine Health Care to offer a studio art program for cancer survivors and caregivers. | $10,000 |
| Herring Gut Learning Center | Port Clyde, ME | 501(c)(3) | Funding for the experiential aquaponic science and business-based STEM program for at-risk middle school students. | $10,000 |
| Museum L-A | Lewiston, ME | 501(c)(3) | Funding for an interactive exhibit on the making of music in Lewiston-Auburn from the 1950s to 1970s. | $10,000 |
| Northeast Historic Film | Bucksport, ME | 501(c)(3) | Support to partner with the Maine State Library to make historical analog videos available to the public in digital format. | $10,000 |
| Pejepscot Historical Society | Brunswick, ME | 501(c)(3) | Support to repair and seal the foundation, chimney, and roof of the Chamberlain Museum. | $10,000 |
| Penobscot Theatre Company | Bangor, ME | 501(c)(3) | Funding to purchase a third spotlight and repair sections of the building's rear brick wall. | $10,000 |
| Penquis Community Action Program Inc | Bangor, ME | 501(c)(3) | Funding to implement barcode technology for electronic medication administration records in three assisted living facilities. | $10,000 |
| Schoodic International Sculpture Symposium | Steuben, ME | 501(c)(3) | Support for the biennial sculpture symposium in which seven artists will publicly create stone sculptures over six weeks. | $10,000 |
| Somali Bantu Youth Association of Maine | Lewiston, ME | 501(c)(3) | Funding to provide a full year of culturally appropriate enrichment programming for immigrant and refugee children grades K-5. | $10,000 |
| Stanley Museum Inc | Kingfield, ME | 501(c)(3) | Funding to paint the exterior of the 1903 Stanley Museum. | $10,000 |
| The Pierre Monteux Memorial Foundation Inc | Hancock, ME | 501(c)(3) | Funding to renovate, repair, and upgrade the school's concert hall and housing, and site planning for a new multipurpose facility. | $10,000 |
| Town of Columbia Falls | Columbia Falls, ME | 501(c)(3) | Funding for building renovations which include interior finish work, septic system installation, and water supply connections. | $10,000 |
| Union Historical Society | Union, ME | 501(c)(3) | Funding to reduce basement water and moisture levels by installing equipment and renovating the building. | $10,000 |
| Waterville Opera House | Waterville, ME | - | Support to convert lighting fixtures to LED. | $10,000 |
| Friends of Alfred Shaker Museum | Alfred, ME | 501(c)(3) | Funding to renovate the second floor into a reading room and office, replace storm windows and add ultraviolet window protection. | $9,700 |
| Waterford Library Association | Waterford, ME | - | Support for building improvements to create a specialized Children's Reading Room, update the septic system, and install bookcases. | $9,618 |
| John B Curtis Free Public Library | Bradford, ME | 501(c)(3) | Funding to insulate the exterior basement walls and attic, and replace weather stripping on doors and windows. | $9,424 |
| Eastport Arts Center | Eastport, ME | 501(c)(3) | Funding to purchase audio equipment for performances such as microphones, speakers, amplifier, mixer, cables and stands. | $8,548 |
| Vinalhaven Eldercare Services Inc | Vinalhaven, ME | 501(c)(3) | Funding to transition to an electronic medical records system for the eldercare facility. | $8,500 |
| Downeast Rail Heritage Preservation Trust | Bar Harbor, ME | 501(c)(3) | Support for the experiential education program where children learn the history of locomotives and the development of the region while riding in a vintage train. | $8,400 |
| Dyer Library Association dba Dyer Library and Saco Museum | Saco, ME | 501(c)(3) | Funding to replace 11 movable museum walls used to subdivide the museum gallery. | $8,000 |
| Effingham Preservation Society | Effingham, NH | 501(c)(3) | Funding to replace the roof on their 1816 historic building. | $7,800 |
| Bangor Symphony Orchestra | Bangor, ME | 501(c)(3) | Support for the ticket voucher program which provides free tickets to orchestra concerts for K-12 students. | $7,500 |
| Peninsula Pan Inc | Blue Hill, ME | 501(c)(3) | Support for the annual steel drum festival in Blue Hill, Maine where bands of all ages and from throughout New England gather to perform pan music. | $7,500 |
| Tri-County Literacy | Bath, ME | 501(c)(3) | Support to provide educational sessions and materials to low-income parents of children enrolled in Head Start to foster early literacy development at home. | $7,500 |
| One Longfellow Square | Portland, ME | 501(c)(3) | Funding to produce five concerts that represent music first played and recorded during the defining social movements that shaped America. | $7,100 |
| Town of Andover | Andover, ME | 501(c)(3) | Funding to replace old lighting and electrical fixtures to meet current safety codes. | $7,000 |
| North Haven Library Inc | North Haven, ME | 501(c)(3) | Funding to blow cellulose into the walls and crawlspace where there is currently no insulation. | $6,000 |
| Denmark Arts Center | Denmark, ME | 501(c)(3) | Funding to refurbish the 1883 art building formerly known as Oddfellows Hall. | $5,700 |
| Freeport Historical Society | Freeport, ME | 501(c)(3) | Funding to survey Pettengill Farm to identify the locations of the wharf, brickyard, and kiln with participating high school students and community members. | $5,500 |
| The Good Will-Hinckley Home Association | Hinckley, ME | 501(c)(3) | Funding to create a six-week series of STEM programs for fourth grade classrooms, present family astronomy fieldtrips, and hold a week-long astronomy day camp. | $5,200 |
| Cottage Street Creative Exchange Inc | Norway, ME | 501(c)(3) | Support to offer free afterschool dance classes at the school and at the studio, and to create a dance festival in Oxford Hills and Portland. | $5,000 |
| Fenix Theatre Company | South Portland, ME | 501(c)(3) | Support to hire a managing director, add live sound, and cover general expenses to perform live Shakespeare at Deering Oaks Park in Portland, Maine. | $5,000 |
| Freeport Community Players | Freeport, ME | 501(c)(3) | Support for advertising expenses to develop and market an arts and culture festival in Freeport, Maine. | $5,000 |
| Maine State Ballet | Falmouth, ME | 501(c)(3) | Support to install a new dance floor and to clean and protect the existing soundboard. | $5,000 |
| Maine Youth Leadership | Portland, ME | 501(c)(3) | Funding to host a four-day leadership seminar at the University of Southern Maine for select tenth-grade students throughout Maine. | $5,000 |
International Summary
- Offices
- 0
- Employees
- 0
- Spending
- $16,269,577
International Compliance
- Activity in boycott countries
- No
- Foreign corporation ownership
- No
- Foreign partnership interest
- No
- Interest in foreign trust
- No
- Passive foreign investment company interest
- No
- Transfers to foreign corporations
- No
International Activities
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | Investments | - | 0 | 0 | $16,269,577 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Due to Related Parties | $27,075 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Backup withholding compliance
- Yes
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- Yes
- CEO compensation reviewed
- No
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
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 entire board of trustees 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.”
Filing and Contact Details
Filer
- Filer Name
- Davis Family Foundation
- EIN
- 01-0390443
- Phone
- 2078469132
- Address
- 30 Forest Falls Drive No 5, Yarmouth, ME 04096
Signing Officer
- Name
- Anne Vaillancourt
- Title
- Executive Director
- Phone
- 2078469132
- Signed
- 2015-08-11
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Anne Vaillancourt
- Formed
- 1983
- Legal Domicile
- Me
- Voting Board Members
- 7
- Independent Board Members
- 7
- Employees
- 0
- Volunteers
- 2
Preparer
- Firm
- Berry Dunn McNeil & Parker LLC
- Address
- PO Box 1100, Portland, ME 04104-1100
- Preparer
- Barbara J McGuan CPA
- Phone
- 2077752387
Supplemental Narrative
Additional Explanations
Form 990, Part XI, line 9:
“Voided Grant Award -15,000.”
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 Family Foundation grants each year.”
Financial Statement Notes
Part XI, Line 4B - Other Adjustments:
“Prior Year Grant Recovery 10,818.”
Part XII, Line 2D - Other Adjustments:
“Voided Grant Award 15,000.”
Part XII, Line 4B - Other Adjustments:
“Prior Year Grant Recovery 10,818.”
Raw XML AppendixShowing 400 of 1,465 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990ScheduleF/SubtotalSpentAmt | 0 | 16269577 |
| IRS990ScheduleF/TotalEmployeeCnt | 0 | 0 |
| IRS990ScheduleF/TotalOfficeCnt | 0 | 0 |
| IRS990ScheduleF/TotalSpentAmt | 0 | 16269577 |
| IRS990ScheduleF/TransferToForeignCorpInd | 0 | 0 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 100000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 50000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 4 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 5 | 7500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 6 | 30000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 7 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 8 | 14650 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 9 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 10 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 11 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 12 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 13 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 14 | 5000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 15 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 16 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 17 | 10652 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 18 | 5700 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 19 | 8400 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 20 | 8000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 21 | 100000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 22 | 8548 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 23 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 24 | 7800 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 25 | 5000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 26 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 27 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 28 | 75000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 29 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 30 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 31 | 5000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 32 | 5500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 33 | 9700 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 34 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 35 | 12775 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 36 | 10800 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 37 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 38 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 39 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 40 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 41 | 5200 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 42 | 14000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 43 | 19500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 44 | 27281 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 45 | 50000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 46 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 47 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 48 | 43050 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 49 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 50 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 51 | 15000 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $70,283,775
- Liabilities
- $38,154
- Net assets
- $70,245,621
- Revenue
- $1,809,162
- Expenses
- $2,655,758
- Net income
- -$846,596
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