2017 Annual Report
History and Mission
The Davis Family Foundation is a public charitable foundation founded in 1986 by Mr. and Mrs. H. Halsey Davis of Falmouth, Maine, to support areas of particular interest to them. These areas are:
1. Educational Organizations: colleges, universities, and other educational institutions. (Grants are not made to public elementary and secondary schools, nor to schools that receive financial support from a church or other religious organization. Trustees will consider requests from other educational organizations whose purpose is to promote systemic change in education or provide innovative programs whose objectives are to improve education).
2. Medical Organizations: hospitals, clinics and medical research organizations. (Trustees will consider requests from other similar health organizations for programs designed to increase the effectiveness or decrease the cost of medical care.)
3. Cultural and Arts Organizations: organizations whose customary and primary activity is to promote music, theater, drama, history, literature, the arts or other similar cultural activities.
By agreement with the Internal Revenue Service, the Foundation is restricted in its grantmaking to the above three categories.
Policies and Application Procedure
The Foundation accepts applications only from organizations that are tax-exempt under Section 501(c)(3) of the IRS code and not private foundations under Section 509(a) of the code. The Foundation has a 509(a)(3) status and is prohibited from making grants to other 509(a)(3) organizations. The Foundation will need evidence of the applicant’s 501(c)(3) and 509(a) status.
Geographic priorities: 1. Southern Maine; 2. Other parts of Maine; 3. Other parts of New England are a low priority.
The Foundation does not make grants to individuals, religious programs, fellowships, annual giving campaigns or for loans. The Foundation does not normally provide support for general operating needs (including ongoing salaries). Grants to endowment campaigns and scholarships have a low priority. Unless there are compelling reasons to do so, the Foundation does not award multiple-year grants. Organizations that receive a grant are required to wait 24 months from the deadline date before submitting subsequent requests. In addition, declined applicants should not submit a request for the same project within 12 months from the deadline date.
Trustees meet in March, June, September and December to consider requests. The respective submission deadlines are February 10, May 10, August 10 and November 10. Applications for deadlines that fall on a holiday or weekend must be received by the next business day. The Foundation does not accept applications via e-mail or mail. You may access the online application and submission guidelines by visiting our website. Proposals are judged on their merits and in comparison to others received. The Foundation normally notifies applicants of the Trustees’ decision within one week of each regular meeting, and applicants receiving grants may expect to receive payment within a month of notification. Organizations that receive grants from the Foundation are expected to submit completion reports.
Please direct questions to:
Davis Family Foundation Katie T. Paye, Program Officer 30 Forest Falls Drive, Suite 5 Yarmouth, ME 04096 Tel: 207 846-9132 www.davisfoundations.org [email protected]
Davis Family Foundation Balance Sheet December 31, 2017
Assets
Cash $ 65,741 Interest receivable 1,819 Due from related parties, net 29,054 Investments 75,029,279
Total assets $ 75,125,893
Liabilities and Net Assets
Liabilities Accounts payable $ 14,838
Total liabilities 14,838
Net assets Unrestricted net assets 75,111,055
Total liabilities and net assets $ 75,125,893 Davis Family Foundation Statement of Activities Year Ended December 31, 2017
Changes in unrestricted net assets Return on investments Interest and dividends $ 601,853 Investment management and custodial fees (243,750) Realized gains on sale of investments 1,259,848 Net unrealized gains on investments 10,104,772
Return on investments 11,722,723
Expenses Program services Grants, net of grants returned or reduced 2,683,854 Trustee fees 30,000
Total program services expenses 2,713,854
Management and general expenses 179,401
Total expenses 2,893,255
Change in unrestricted net assets 8,829,468
Net assets, beginning of year 66,281,587
Net assets, end of year $ 75,111,055
Davis Family Foundation Grants Made and Payable During the Year Ended December 31, 2017
Arts and Culture
A Company of Girls, Portland, Maine $10,000 Afterschool Arts Programming for Underserved Girls
Acorn Productions, Portland, Maine $2,500 Expansion of the Naked Shakespeare Series
Alison Chase Performance, Brooksville, Maine $7,500 Beyond the Proscenium Performance Series
Beals Historical Society, Beals, Maine $3,412 Cold Storage Electrical Project
Boothbay Railway Village, Boothbay, Maine $5,000 Artisan Days
Bridgton Historical Society, Bridgton, Maine $20,000 Temperance Barn Restoration
Brownville Free Public Library, Brownville, Maine $5,800 Downstairs Room Project
Camden Public Library, Camden, Maine $25,000 Creating a 21st Century Building
Camden-Rockport Historical Society, Rockport, Maine $10,000 Roof Repairs – Historic Homestead and Museum Buildings
Charlotte Hobbs Memorial Library, Lovell, Maine $18,567 Energy Sustainability Project Phase Two: Upgrading HVAC and Electrical Systems
Cold Comfort Productions, Inc., Belfast, Maine $4,450 Basic Theater Lighting
Committee to Restore the Abyssinian Meeting House, Portland, Maine $25,000 Committee to Restore the Abyssinian
Cornish Library Association dba Bonney Memorial Library, Cornish, Maine $15,000 Expansion and Improvement of the Bonney Memorial Library
Cottage Street Creative Exchange, Norway, Maine $4,980 Cottage Street Dances
Cushing Public Library, Cushing, Maine $5,000 Cushing Connects: The Library as Fulcrum for Creative Thinking and Learning
Elder Grey Meeting House – Cemetery Association, North Waterboro, Maine $7,500 Elder Grey Meeting House Restoration Project
Ellsworth Community Music Institute, Ellsworth, Maine $3,000 ECMI’s Children’s Chorus
Everyman Repertory Theatre, Rockport, Maine $10,000 2017-18 10th Season of Collaborative Professional Production
Farnsworth Art Museum, Rockland, Maine $10,000 Black and White: Louise Nevelson/Pedro Guerrero
Friends of Congress Square Park, Portland, Maine $5,000 In the Square Arts Programming Series
Friends of Lincoln Park, Portland, Maine $25,000 Restoration of 1871 Lincoln Park Fountain
Friends of Parsonsfield Seminary, Parsonsfield, Maine $12,500 Girls’ Portico Restoration and Heat Upgrade
Friends of Soldiers Memorial Library, Hiram, Maine $18,000 Handicapped Access for 8 Hancock Avenue
Gardiner Library Association, Gardiner, Maine $10,000 Library Exterior Renovations
Gardiner Main Street, Gardiner, Maine $25,000 Phase 1 Redevelopment – Dingley Block
Gateway Milbridge, Milbridge, Maine $25,000 Milbridge Theater Project
Great Cranberry Historical Society, Cranberry Isles, Maine $12,000 Improving Infrastructure to Preserve the Collection
Greater Portland Landmarks, Inc., Portland, Maine $20,000 Enhancing the Visitor Experience at the Portland Observatory
Greenville Junction Depot Friends, Greenville, Maine $35,000 Restoration of Canadian Pacific Railway Depot, Phase 3
Grime Studios, Portland, Maine $10,000 Music Studio Development, Phase 2
Hancock County Auditorium Associates dba The Grand Theater, Ellsworth, Maine $24,500 The Grand Roof Repair – South Side
Hancock County Trustees of Public Reservations dba Woodlawn, Ellsworth, Maine $50,000 Campaign for Woodlawn
Johnson Hall Performing Arts Center, Gardiner, Maine $25,000 Johnson Hall Stage Renovation
Lincoln County Community Theater and Orchestra dba Lincoln Theater, Damariscotta, $25,000 Maine Renovating the Original Windows of the Historic Lincoln Theater
Lincoln County Historical Association, Inc., Wiscasset, Maine $25,000 Exterior Remediation of the Museum and Old Jail
Louis T. Graves Memorial Public Library, Kennebunkport, ME $40,000 Mothers Wing Renovation
Maine Academy of Modern Music, Portland, Maine $10,000 The Kids are Alright Music Education Expansion
Maine Center for Creativity, Portland, Maine $12,000 Art All Around
Maine Granite Industry Historical Society and Museum, Mount Desert, Maine $1,820 Shelving for Archival Storage Room
Midcoast Symphony Orchestra, Brunswick, Maine $5,000 May 2018 Performance Expenses for MSO Guest Soloist and World-Class Pianist Lisa de la Salle
Nasson Center Redevelopment, Inc. dba Nasson Community Center, Springvale, Maine $5,700 Little Theater Refurbishment Needs
New England Electric Railway Historical Society dba Seashore Trolley Museum, $25,000 Kennebunkport, Maine Preserve, Protect & Present: Enclosure and Expansion of Fairview Carbarn
Northeast Historic Film, Bucksport, Maine $10,000 Reaching Out to the People of Maine
Norway Historical Society, Norway, Maine $10,000 Second Floor Building Renovation
Norway Landmarks Preservation Society, Norway, Maine $20,000 Readapting the Gingerbread House
Norway Maine Opera House Corporation, Norway, Maine $25,000 Special Project: Capacity Building and Strategic Planning
Old Berwick Historical Society, South Berwick, Maine $8,000 The Forgotten Frontier: A Teacher Workshop
One Longfellow Square, Portland, Maine $6,000 Install New Stage Lighting System
Opera House Arts, Stonington, Maine $5,000 Creative Stages Arts Learning
Oratorio Chorale, Brunswick, Maine $3,200 “Messiah” Concert: Support for Professional Musicians
Otisfield Historical Society, Otisfield, Maine $5,000 Repair and Paint Exterior of the Old Town House
Patten Free Library, Bath, Maine $20,000 Teen Space Relocation and Redesign
Portland Chamber Music Festival, Portland, Maine $10,000 Special Initiatives for PCMF’s 25th Anniversary Season
Portland Opera Repertory Theatre dba Opera Maine $15,000 Opera Maine’s 2017 Summer Opera Festival
Portland Public Library, Portland, Maine $45,800 Portland Public Library Peaks Island Branch Renovation
Portland Symphony Orchestra, Portland, Maine $15,000 PSO Website Redesign and Launch
Prescott Park Arts Festival, Portsmouth, New Hampshire $10,000 Summer Musical Flying and Costume Support
Rangeley Lakes Region Historical Society, Rangeley, Maine $10,000 Restoration and Exhibit Projects for Rangeley Heritage Museum
River Tree Arts, Kennebunk, Maine $12,000 Performance Hall Renovation
Salt Bay Chamberfest, Damariscotta, Maine $8,000 Bach and Xenakis, Outside and in the Round
Schoodic Arts for All, Winter Harbor, Maine $5,000 Technology Upgrades for Improved Performance
Schoolhouse Arts Center, Standish, Maine $10,000 School House Furnace Replacement Project
Seal Bay Festival, Vinalhaven, Maine $4,500 Seal Bay Festival 2017 Concert Season, “Seeing Sound”
South China Public Library, South China, Maine $20,000 Relocation and Expansion
Spaulding Memorial Library, Sebago, Maine $10,450 Library Building Improvements
Special Children’s Friends, Bath, Maine $10,000 New Building Project
Spruce Head Community Hall and Historical Association, Spruce Head, Maine $15,000 Spruce Head Community Hall Preservation Project
Stonington Public Library, Stonington, Maine $30,000 All Aboard
Strawbery Banke Museum, Portsmouth, New Hampshire $10,000 2018 Curatorial Exhibit: “Vice”
The Brick Store Museum, Kennebunk, Maine $8,200 Multi-Generational Learning Opportunities at the Museum
The Maine Project for Fine Art Conservation, Portland, Maine $3,000 Internship Program
The Pierre Monteux Memorial Foundation, Inc., Hancock, ME $15,000 Expanding and Improving Students Residence and Practice Facilities
The Range Light Keepers, Arrowsic, Maine $25,000 Kennebec River Range Lights Restoration
The Telling Room, Portland, Maine $10,000 The Telling Room’s 2017-2018 Anthology Project: COLOR
Thomaston Historical Society, Thomaston, Maine $15,000 Conservation and Restoration of Knox Farmhouse – A National Historic Landmark
Town of Corinna, Corinna, Maine $8,635 Museum Display and Security Upgrades
Town of Tremont, Bernard, Maine $20,000 Bass Harbor Memorial Library Expansion Project
Victoria Mansion, Portland, Maine $25,000 Reception Room Conservation
Waterfall Arts, Belfast, Maine $5,000 Support for 2018 Youth & Family Outreach Program
Watershed Center for the Ceramic Arts, Newcastle, Maine $20,000 Facilities for Program Expansion: Phase II – Studio Design and Construction
Waterville Public Library, Waterville, Maine $15,000 Technology Enhancements
Watts Hall Community Players, Thomaston, Maine $5,490 Lighting Project for Watts Hall Auditorium
Wells Public Library Foundation, Wells, Maine $25,000 Wells Public Library Growing Again
West Gouldsboro Village Improvement Association, Gouldsboro, Maine $30,000 West Gouldsboro Village Church and Village Library – Restoration/Preservation
Western Maine Art Group, Norway, Maine $10,000 Renovations to the Matolcsy Center
Whitneyville Library and Whatnot Association, Whitneyville, Maine $25,000 New Library
Wintergreen Arts Center, Presque Isle, Maine $5,000 Wintergreen Arts and Education Programs
Woman’s Literary Union of Androscoggin County, Auburn, ME $20,000 2017 Foss Mansion Renovation
Wood Island Life Saving Station, Kittery Point, Maine $25,000 Wood Island Life Saving Station Rehabilitation, Phase Two
$1,227,504 Total Arts and Culture
Education
Axiom Education and Training Center, Machias, Maine $10,000 Mobile Computer Lab for Supporting Out-of-School STEM in Washington County, ME
Barbara Bush Foundation for Family Literacy, Tallahassee, FL $18,900 Teen Trendsetting Reading Mentors
Big Brothers Big Sisters of Southern Maine, Portland, Maine $20,000 Big Readers Site-Based Mentoring Project
Boys and Girls Clubs of Southern Maine, Portland, Maine $10,000 Academic Success Programs
Challenger Learning Center of Maine, Bangor, Maine $25,000 More STEM for Maine Students
Cobscook Community Learning Center, Trescott, Maine $25,000 Cobscook Experiential Program for High School Students
Dirigo Outdoor Programs dba Outdoor Sport Institute, Caribou, Maine $25,000 Empowering Maine Middle Schoolers through Outdoor Sport Education
Ecology Education Inc., dba The Ecology School, Saco, Maine $35,000 Comprehensive Planning for the Ecology School at Riverbend Farm
Fryeburg Academy, Fryeburg, Maine $25,000 Students in the Center
Gedakina, Inc., Bangor, Maine $5,000 Our Stories
Hurricane Island Foundation, Rockland, Maine $30,000 Capital Support for the Center for Science & Leadership for Modifications to Meet Requirements of Fire Marshall
Institute for Humane Education, Surry, Maine $10,000 Expansion of the Solutionary Program in Maine Middle and High Schools
Island Institute, Rockland, Maine $19,231 Engaging Island and Coastal Studies Students in STEM Education through the Collaborative Aquaculture Project for Education (CAPE) iXplore STEM, Yarmouth, Maine $6,440 Bio-Technology Education and Resource Program
John Bapst Memorial High School, Bangor, Maine $50,000 Love the School! The Campaign for John Bapst
Junior Achievement of Maine, Portland, Maine $15,000 Piloting the Redevelopment of Junior Achievement Elementary Programs in Maine
Let’s Get Ready, Boston, Massachusetts $100,000 Let’s Get Ready Maine Statewide Expansion
Literacy Volunteers of Bangor, Bangor, Maine $10,000 Breaking the Cycle of Low Literacy through Family Education
Maine Central Institute, Pittsfield, Maine $15,000 Founders Campaign
Maine Children’s Home for Little Wanderers, Waterville, ME $26,446 Full STEAM Ahead
Maine Coast Waldorf School, Freeport, Maine $20,000 Educational Support Center
Maine Discovery Museum, Bangor, Maine $20,000 STEM Outreach
Maine Mathematics and Science Alliance, Augusta, Maine $25,000 Experiential Math Project
Maine Robotics, Orono, Maine $20,395 Maine Robotics Equipment Upgrade
Quinnipiac University, Hamden, Connecticut $14,400 Rural Immersion at Northern Maine Medical Center
The Center for Teaching and Learning, Edgecomb, Maine $20,000 Forty Days in the Woods at School
The Maine Girls’ Academy, Portland, Maine $20,000 Reinventing the Maine Girls’ Academy
The New School, Kennebunk, Maine $3,804 Upgrading Technology in the Classroom
The Susan L. Curtis Charitable Foundation, Portland, Maine $12,000 CSC SpARCs Special Camps
Tree Street Youth, Lewiston, Maine $35,000 Little Kids Rock Too – Phase 2 of the Campaign for Growth
Tri-County Literacy, Bath, Maine $10,000 Read with Me Family Literacy Program
University of New England, Biddeford, Maine $75,000 The Digital Sciences Academy at UNE
University of Southern Maine, Portland, Maine $75,000 Maine Roads to Quality
Wayfinder Schools, New Gloucester, Maine $10,000 Opportunity Farm
Wolfe’s Neck Farm Foundation, Freeport, Maine $30,000 Planning and Designing the Smith Center for Education, and the Kitchen and Children’s Farm Discovery Gardens, and Trail System
Total Education $836,616
Medical
American Academy of Pediatrics, Maine Chapter, Inc, Manchester, Maine $30,000 Statewide Assessment and Training for Medical Practices Utilizing SBIRT
Anson, Madison & Starks Ambulance Service, Madison, Maine $20,000 Power Stretcher Replacement
Aroostook Medical Center, Presque Isle, Maine $35,000 Digital Imaging Upgrades
At a Bend in the Road, Hartford, Maine $21,800 Roof Project
Blue Hill Memorial Hospital, Blue Hill, Maine $25,000 Emergency Department Ultrasound
Cancer Community Center, South Portland, ME $20,000 Health & Wellness Program
Cedars Nursing Care Center, Portland, Maine $25,000 Cardiopulmonary Program Enhancement
Central Maine Healthcare Corporation, Lewiston, Maine $20,000 Diabetes Prevention Program
Community Dental, Falmouth, Maine $19,434 FY 2017 Fourth Quarter Equipment Upgrades
Eastern Maine Medical Center, Bangor, Maine $100,000 Remarkable Begins with You – A Modernization Project for EMMC
Hospice of Southern Maine, Scarborough, Maine $15,000 Gosnell Memorial Hospice House – Patient Room and Facility Improvement Project
Hospice Volunteers of Hancock County, Ellsworth, Maine $15,000 Strategic Broadening of Outreach and Impact of HVHC Support Services
LincolnHealth, Damariscotta, Maine $50,000 Cornerstone Campaign
Maine Coast Memorial Hospital, Ellsworth, Maine $25,000 Breast Clinic 3D Imaging Technology
Mid Coast Hospital, Brunswick, Maine $20,000 Mid Coast Communities Aging in Place – Advancing Better Living for Elders
Pine Tree Society, Bath, Maine $15,000 Mental Health Expansion to More Effectively Serve Maine Children with Disabilities
Rangeley Region Health Center, Inc., Rangeley, Maine $15,000 Capitol Request for ASCENT Rangeley Lakes Rehab
Shalom House, Portland, Maine $3,500 Shalom House Art Program
St. Mary’s Regional Medical Center, Lewiston, Maine $50,000 Environment Matters – A Facility Improvement Project
VNA Home Health Hospice, South Portland, Maine $20,000 Smart Classrooms: Supporting the Pathways to Clinical Excellence Education Expansion
Total Medical $519,734
TOTAL GRANTS $2,723,854
Davis Family Foundation
Trustees
David J. Bucci Rebekah A. Bucci, Chair Michael. R. Currie Samuel M. DiCapua Edward L. Dilworth III Ralph I. Lancaster, Jr. Al Noyes Anne B. Pringle
Staff
Yvonne B. Mummé, Director of Finance Katie T. Paye, Program Officer Lisa M. Smith, Grants Associate
Member of Exponent Philanthropy Maine Association of Nonprofits Maine Philanthropy Center