2014-08-06T12:21:37-05:00 2013-12-31 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2013-01-01 042864042 Davis Educational Foundation DAVI 2078469132 30 Forest Falls Drive No 5 Yarmouth ME 04096 Anne M Vaillancourt Executive Director 2078469132 2014-08-05 1 Barbara J McGuan CPA P00219457 2077752387 2014-08-05 2013 2015-11-30 17:44:51Z Anne M Vaillancourt 30 Forest Falls Drive No 5 Yarmouth ME 04096 17026311 0 X davisfoundations.org X 1985 MA Awards Grants 6 6 5 1 0 0 500000 0 0 0 2480919 9907849 126663 143586 3107582 10051435 3831343 3379414 0 0 410742 442701 0 0 0 439236 438490 4681321 4260605 -1573739 5790830 97105803 108096899 2236785 2306934 94869018 105789965 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 3535206 3379414 Grants made to colleges and universities in New England from organization assets, including direct investment related costs. See Schedule I for 2013 grants approved. 3535206 1 0 0 0 0 0 0 0 0 0 0 1 0 1 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 1 6 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 William S Reed Chairman 12.00 X X 40000 0 0 Peter K Davis Trustee 8.00 X 0 0 0 Sister M Therese Antone Trustee 8.00 X 25000 0 0 Richard W Cost Trustee 8.00 X 25000 0 0 Judith B Wittenberg Trustee 8.00 X 25000 0 0 Edward MacKay Trustee 8.00 X 21233 0 0 Anne M Vaillancourt Executive Director 16.00 X 91121 0 14514 227354 0 14514 0 0 0 0 0 1022697 1022697 15860028 6974876 8885152 8885152 8885152 Management Fees 900099 143586 143586 143586 10051435 0 0 10051435 3379414 3379414 241868 136233 105635 155751 155751 10224 10224 15342 15342 19516 19516 10636 10636 361886 361886 9318 9318 5650 5650 14127 14127 19559 19559 7653 7653 1818 1818 Temporary Hire 3415 3415 Dues 2675 2675 Miscellaneous 1753 1753 4260605 3535206 725399 0 980730 629860 83205522 75594618 12919551 17920594 0 13951827 97105803 108096899 24441 28658 2179506 2245053 32838 33223 2236785 2306934 X 94869018 105789965 94869018 105789965 97105803 108096899 5790830 5130117 0 X 0 1 X 1 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 LLC and Limited Partnership Interests 17920594 F 17920594 Investment Sales Proceeds Receivable 13916270 Due From Related Parties 35557 13951827 Due To Related Parties 33223 33223 14676080 5130117 5130117 9545963 361886 143586 505472 10051435 3755133 0 3755133 361886 143586 505472 4260605 Part XI, Line 4b - Other Adjustments: Management Fees 143,586. Part XII, Line 4b - Other Adjustments: Management Fees 143,586. 1 The Boston Conservatory 8 The Fenway Boston MA 02215 042126597 501(c)(3) 156915 To support faculty development for new academic initiatives and curricular changes to foster greater integration of the liberal arts in the artistic disciplines. Emerson College 120 Boylston Street Boston MA 021164624 041286950 501(c)(3) 200000 To support new curriculum in response to technological and information trends in the communication sector and to pilot revised processes for future curriculum revision. Fitchburg State University 160 Pearl Street Fitchburg MA 014202697 046002284 501(c)(3) 200000 To establish web-based academic advising, degree audit, and transfer articulation tools to help students and their advisors optimize curriculum requirements and establish a plan for graduation within four years. Forum for the Future of Higher Education MIT E48-402 238 Main Sreet Cambridge MA 02142 043333819 501(c)(3) 300000 To support on campus, WGBH Higher Education Desk's programming on trends in higher education. Green Mountain College One Brennan Ciricle Poultney VT 057641199 030179299 501(c)(3) 293500 To support a comprehensive program in the first and sophomore year program that improves retention and reduces time to degree while improving academic performance and enhancing preparation for post-graduate opportunities. Lasell College 1844 Commonwealth Avenue Newton MA 024662716 042103585 501(c)(3) 180500 To develop an integrated curriculum that engages students at every stage of their intellectual and professional development, achieves measurable learning outcomes, and links liberal arts learning with the habits, dispositions and methodologies of students' majors. Massachusetts College of Liberal Arts 375 Church Street North Adams MA 012474100 046002284 501(c)(3) 25000 To explore options for increasing four-year graduation rates through expanded advising practices and the use of data analytics. Merrimack College 315 Turnpike Street North Andover MA 01845 042103731 501(c)(3) 200000 To create a Center for Excellence in Teaching and Learning to improve student learning outcomes through improved teaching practice and pedagogies. Mount Holyoke College 50 College Street South Hadley MA 010751496 042103578 501(c)(3) 175000 To create a dynamic model of the College's financial operations, allowing for the examination of potential reductions or consolidations in real time, and project their likely impact. New England Board of Higher Education 45 Temple Place Boston MA 021111305 042207418 501(c)(3) 98000 To underwrite the Leadership Summit on Cost in Higher Education for college and university presidents, trustees, chief academic officers and chief financial officers. New England Board of Higher Education 45 Temple Place Boston MA 021111305 042207418 501(c)(3) 57500 To research, analyze and develop a whitepaper and conduct roundtables on current and alternative business models for higher education. Rivier University 420 Main Street Nashua NH 030605086 020223339 501(c)(3) 105000 To develop courses and an assessment plan for the first two years of the new core curriculum. The core curriculum is focused on foundational skills and knowledge, as well as the psychosocial well-being and growth of students. Roger Williams University One Old Ferry Road Bristol RI 028092921 050277222 501(c)(3) 120000 To support faculty in implementing community engagement opportunities that allow students to build critical thinking skills and work on complex, real-world projects. Southern New Hampshire University 2500 North River Road Manchester NH 031061045 020274509 501(c)(3) 205550 To support curricular and pedagogical research, implementation, and training to extend a three-year program option to the entire undergraduate business population. Thomas College 180 West River Road Waterville ME 04901 010563385 501(c)(3) 135731 To pilot a compressed, intensive three-year Bachelor of Science program designed to reduce costs for students pursuing degrees in business-related fields. Tufts University Ballou Hall 2nd Floor Medford MA 02155 042103634 501(c)(3) 94355 To leverage the educational benefits of student diversity, reflect on teaching practices, and develop a set of best practices for creating classroom environments where all students can learn. University of Hartford 200 Bloomfield Avenue West Hartford CT 06117 060731360 501(c)(3) 222958 To revise thirteen introductory, gateway, and critical upper-level courses by using a flipped classroom approach to improve student learning in the majors. University of Maine at Presque Isle 181 Main Street Presque Isle ME 04769 016000769 501(c)(3) 197946 To support faculty in transitioning the University curriculum to a proficiency-based educational model. University of New England 11 Hills Beach Road Biddeford ME 040059599 010211810 501(c)(3) 120000 To facilitate the inclusion of digital literacy projects in core curriculum humanities courses, pilot a scalable writing fellows program, and reduce the number of developmental writing course sections. University of Vermont 353 Waterman Building 85 South Prospect Street Burlington VT 054050160 030179440 501(c)(3) 291459 To support implementation and assessment of a campus-wide writing and information literacy skills initiative. 20 0 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. Form 990, Page 7, Part VII: Four of five 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 0