2018 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, 2018

Assets

Cash $ 53,060 Interest receivable 583 Due from related parties, net 31,029 Investments 64,904,772 Other assets 800

Total assets $ 64,990,244

Liabilities and Net Assets

Liabilities Accounts payable $ 15,125

Total liabilities 15,125

Net assets without donor restrictions 64,975,119

Total liabilities and net assets $ 64,990,244 Davis Family Foundation Statement of Activities Year Ended December 31, 2018

Changes in net assets without donor restrictions Net (loss) return on investments $ (6,765,937)

Expenses Grantmaking Grants, net of returns $ 3,178,812 Grant related expenses 116,883

Total grantmaking expenses 3,295,695

General and administrative 74,304

Total expenses 3,369,999

Change in net assets without donor restrictions (10,135,936)

Net assets, beginning of year 75,111,055

Net assets, end of year $ 64,975,119

Davis Family Foundation Grants Made and Payable During the Year Ended December 31, 2018

Arts and Culture

1932 Criterion Theatre, Bar Harbor, Maine $5,000 Film for All

317 Main Community Music Center, Yarmouth, Maine $50,000 Come Together Capital Campaign

Abbe Museum, Bar Harbor, Maine $10,000 Decolonizing the Abbe Museum

Baldwin Historical Society, East Baldwin, Maine $10,000 Chadbourne Homestead Renovation

Bangor Symphony Orchestra, Bangor, Maine $7,500 Bernstein’s Candide and the American Sound

Bowdoin International Music Festival, Brunswick, Maine $10,000 Expanding Access to and Preserving a Legacy of Music Education and Performance

Brownfield Public Library, Brownfield, Maine $7,000 The Brownfield Public Library’s New Roof

Brunswick Naval Museum and Memorial Gardens, Brunswick, $3,000 Maine Flight Simulator Upgrade

Buck Memorial Library, Bucksport, Maine $10,000 Exterior Restoration of North Chimney and Portion of North Wall

Canton Historical Society, Canton, Maine $20,000 Canton Historical Society Paint Project

Castine Historical Society, Castine, Maine $11,715 Abbott School Painting and Restoration Project

Central Aroostook Historical Society, Mars Hill, Maine $10,000 Roof Replacement Central Aroostook Historical Society Headquarters

Chesterville Center Union Meeting House, Inc., Chesterville, $10,000 Maine Chesterville Center Union Meeting House Bell Tower Restoration Chocolate Church Arts Center, Bath, Maine $9,300 Develop a Multi-Pronged Marketing Plan to Coincide with the Organization’s Strategic Plan

Citizens for Squirrel Point, Arrowsic, Maine $10,000 Restoration and Safeguarding of Public Access to Squirrel Point Light Facility

Coastal Maine Botanical Gardens, Boothbay, Maine $50,000 Cultivating Joy: Strengthening CMBG’s Cultural, Educational. And Economic Impact

Creative Portland Corporation, Portland, Maine $10,000 Re-Past: Remembering Malaga

Curran Homestead, Orrington, Maine $15,000 Empowering New Generation: Three Spaces for Experiential Learning

Deer Isle – Stonington Historical Society, Deer Isle, Maine $15,000 Renovation of Sellers House Vault

Deertrees Foundation Ltd., Harrison, Maine $20,000 Theatre Safety – Bathroom Replacement

Eastport Arts Center, Eastport, Maine $15,000 First Impressions Last: A Frontal Facelift for the Eastport Arts Center

Eddington-Clifton Civic Center, Eddington, Maine $18,200 Exterior Repairs

Eighth Maine Regiment Memorial Association, Peaks Island, $15,000 Maine Eighth Maine Roof

Fort Kent Historical Society, Fort Kent, Maine $15,000 Paul D. Thibodeau Visitors Center Renovation

Franco American Heritage Center at St. Mary’s, Lewiston, Maine $15,000 Technology and Amenities Upgrades

Franklin Historical Society, Franklin, Maine $25,000 East Franklin Schoolhouse Renovation

Friends of Fort Knox, Bucksport, Maine $25,000 Two-Step Alley Roof Maintenance and Repair

Friends of Liberty Hall, Machiasport, Maine $28,000 Repair and Restoration of West Façade, Liberty Hall

Friends of Seguin Island Light Station, Bath, Maine $4,500 Fog Signal House Roof

Friends of the St. Lawrence Church, Portland, Maine $10,000 Exterior Maintenance: Painting and Gutter Repair/Replacement

Friends of the Strand Theatre, Rockland, Maine $3,226 Broadcast Satellite System Replacement

Friends of the Swan’s Island Lighthouse, Swan’s Island, Maine $10,000 Historical Restoration of the Burnt Coat Harbor Lighthouse Tower

Guilford Memorial Library, Guilford, Maine $24,000 Guilford Memorial Library Building Renovation/Restoration Project

Hampden Historical Society, Hampden, Maine $20,000 “Our History Lives Here” Capital Campaign

Herald Saeverud String Quartet Program – Passamaquoddy Bay $2,300 Symphony Orchestra, Eastport, Maine Maine Composer Premier

Hiram Historical Society - Hiram, ME $16,214 Great Ossipee Museum – Accessibility Project

History House Association dba Skowhegan History House $10,000 Museum & Research Center, Skowhegan, Maine Restore 8 Historic Museum Windows, Replace Framing and Restore Sash of 6 Basement Windows, and Restore 2 Basement Window Screens

Holocaust and Human Rights Center of Maine, Augusta, Maine $5,000 Glass Door for the Dorothy Alfond Hall

Jackman Moose River Historical Society, Jackman, Maine $10,000 Stabilization of Museum Building

Kneisel Hall, Blue Hill, Maine $5,000 New Studios

Lewiston-Auburn Community Little Theatre, Lewiston, Maine $20,000 2018 Great Falls Performing Arts Center Renovations

Long Lake Public Library, St. Agatha, Maine $2,125 Computers for Our Library

Lord’s Hill Meeting House, Inc., Effingham, New Hampshire $6,000 Painting Steeple

Maine Alliance for Arts Education, Augusta, Maine $10,000 Piloting Schoolwide Teacher-Based Arts Integration in Eastport K-8

Maine Forest and Logging Museum, Bradley, Maine $15,000 Safety and Access Improvements

Maine Historical Society, Portland, Maine $10,000 Maine’s Wabanaki: A Bicentennial Exhibition and Education Initiative

Maine Maritime Museum, Bath, Maine $25,000 Restoration of the Historic 1906 Schooner Mary E.

Maine Preservation, Yarmouth, Maine $25,000 Strathglass Park Neighborhood Rehabilitation Program

Maine Writers & Publishers Alliance, Portland, Maine $12,000 Expanding Organizational & Technical Capacity

Maine Youth Rock Orchestra, Portland, Maine $5,000 2019 Maine Made Tour

Matthews Museum of Maine Heritage, Union, Maine $4,000 Hodge School Floor Repair

Mayo Street Arts, Portland, Maine $15,000 Renovation of Theater Exit to Courtyard and Outdoor Classroom Space

Midcoast Music Academy, Rockland, Maine $5,000 Humming and Drumming: Music for Little Learners

Millinocket Memorial Library, Millinocket, Maine $25,000 Millinocket Memorial Library Centennial Renovation: A Future Library Project

Monhegan Historical and Cultural Museum Association, $10,000 Monhegan, Maine Ice Harvesting Exhibit Space

Moosehead Marine Museum, Inc., Greenville, Maine $20,000 Sunken Steamboats of Moosehead Lake

New Surry Repertory Theatre and Acting School, Inc., Blue Hill, $2,500 Maine 47th Season

Newport Cultural Center and Public Library, Newport, Maine $5,000 The Newport Cultural/Arts Expansion Project

Palermo Community Library, Palermo, Maine $12,576 Environmental Controls: The Single Most Important Factor in Ensuring a Long Life for Library Collections

Pejepscot Historical Society, Brunswick, Maine $20,000 Exterior Restoration of Joshua L. Chamberlain Museum: Phase I

Points North Institute, Camden, Maine $15,000 Recovery in Maine: Free Screening and Community Discussion Series Confronting the Opioid Epidemic

Poland Spring Preservation Society, Poland Spring, Maine $20,000 Repairs: All Souls Chapel and the Maine State Building

Portland Ballet Company, Portland, Maine $11,500 Safe Ballet Flooring

Portland Museum of Art, Portland, Maine $10,000 In the Vanguard: Haystack Mountain School of Crafts, 1950 -1969

Portland Stage Company, Portland, Maine $20,000 LED Lighting Upgrade

Rangeley Friends of the Performing Arts, Rangeley, Maine $25,000 Lakeside Theater Capital Improvements Project

Richville Library, Standish, Maine $10,000 Exterior Capital Improvement Project

Rufus Porter Museum, Bridgton, Maine $5,000 2018 Summer Education and Curatorial/Collections Internship Program

Sebago-Long Lake Music Festival, Harrison, Maine $3,000 From Age to Age

Skidompha Public Library, Damariscotta, Maine $10,000 Community Voices

Snowlion Repertory Company, Portland, Maine $5,000 Theater Production of the New Musical “Mesmerized”

Stockton Springs Community Library, Stockton Springs, Maine $1,500 Bookshelves for “Mary’s Room”

Sullivan-Sorrento Historical Society, Sullivan, Maine $8,500 Urann Historic Home Project

The McLaughlin Foundation, South Paris, Maine $10,000 Transformative Gardens – Final Design

Timelines Community, Inc., Thorndike, Maine $20,000 The Farwell Project

Topsham Public Library, Topsham, Maine $5,000 Furniture Upgrades

Town of Columbia Falls, Columbia Falls, Maine $15,000 Union Hall Restoration and Revitalization Project

Town of Rockport, Rockport, Maine $25,000 Rockport Town Library Building Campaign

Turner Public Library, Turner, Maine $8,000 Teen Project

Vassalboro Historical Society, Vassalboro, Maine $10,000 Catching Up with Collections Stewardship at the Vassalboro Historical Society

Waldo Theatre, Waldoboro, Maine $20,000 Raise the Roof! A Campaign to Bring Back the Waldo Theatre

Washington Library Association, Washington, Maine $3,400 Gibbs Library Air Conditioning

Western Maine Play Museum, Wilton, Maine $4,800 Play Museum Courtyard Project

Total Arts and Culture $ 1 , 084,856

Education

Atlantic Challenge Foundation dba The Apprenticeshop, Rockland, Maine $20,000 Shop Building Renovation for Structural Protection and Energy Efficiency

Bates College, Lewiston, Maine $25,000 STEAM Power

Bridgton Academy, North Bridgton, Maine $50,000 Cleaves Hall Renovation

Castine Early Learning Center dba Community Childhood Learning Place, $17,300 Castine, Maine Repurposing the 1895 Standpipe: Windows

Catherine Morrill Day Nursery, Portland, Maine $8,000 Sprinkler Head Replacement Project Challenger Learning Center of Maine, Bangor, Maine $100,000 The Expedition Mars Learning Experience

Coastal Kids Preschool, Damariscotta, Maine $12,000 NAEYC-Certified Toddler Classroom #2

Community Bicycle Center, Biddeford, Maine $25,000 Roof Replacement: Ensuring Facility Integrity for Community-Based Education Partnerships

Downeast Institute for Applied Marine Research and Education, Beals, $35,000 Maine Let’s Find Out How to Protect Maine Species in the Natural Habitat

Good Will-Hinckley Home Association, Hinckley, Maine $11,550 Exploring Earth and Sky: Better Understanding the World We Live In

Gulf of Maine Research Institute, Portland, Maine $90,000 Unlocking Teachers’ Potential to Inspire STEM Engagement Equitably Across Maine

Hebron Academy, Hebron, Maine $50,000 Outfitting the Kaneb Center for Science and Engineering

Hurricane Island Outward Bound School, Camden, Maine $15,000 Newry Staff House Project

Island Readers and Writers: An Initiative for Maine Children, Mt. Desert, $10,000 Maine Getting the Right Start

Jobs for Maine’s Graduates, Augusta, Maine $25,000 Southern Maine JMG Middle School Program

Juniper Hill School for Place-Based Education, Alna, Maine $35,150 Expansion to Accommodate Nature-Based Pre-School Workshops and Teacher Training

Kieve-Wavus Education, Inc., Nobleboro, Maine $6,350 Kieve-Wavus Programming at King Middle School: Support for Educator- in-Residence

Literacy Volunteers of America, Waterville Area, Waterville, Maine $2,500 Expanding Our Family Literacy Program

Maine College of Health Professions, Lewiston, Maine $30,000 Innovative Technology to Enhance Health Care Student Education

Maine Mathematics and Science Alliance, Augusta, Maine Experiential STEM $100,000

Morrison Center, Scarborough, Maine $50,000 Renovation of Residential Home for Children with Development and Intellectual Disabilities

My Place Teen Center, Westbrook, Maine $50,000 Kitchen Renovation

Olympia Snowe Women’s Leadership Institute, Portland, Maine $50,000 Program Growth for the Institute’s “My Values,” “My Voice,” and “My Vision” Program

Penquis Community Action, Inc., Bangor, Maine $23,376 Penquis Conscious Discipline Advanced Training and Coaching

Portland Community Squash, Portland, Maine $16,000 Portland Community Squash: Supporting the Expansion of Rally Portland

Rural Aspirations Project, Bar Harbor, Maine $43,306 Maine Forest Collaborative

Saint Joseph’s College, Standish, Maine $75,000 A First Class SIM Learning Environment for Nursing Majors to the New Center for Nursing Innovation

Spirit Series, Inc., Yarmouth, Maine $20,000 SPIRIT SERIES-Maine 2019 SPIRITWORKS Teacher Certification Initiative

Sweetser, Saco, Maine $15,000 Interactive White Board Project and Software

The Opportunity Alliance, South Portland, Maine $40,000 Project SERve

The Watershed Community Institute dba The Watershed Community $15,000 School, Camden, Maine New Schoolhouse Initiative

Thornton Academy, Saco, Maine $35,000 Athletic Complex Capital Campaign

Trekkers, Thomaston, Maine $29,700 Trekkers High School Support Program

University of Maine at Farmington, Farmington, Maine $38,495 UMF Sweatt-Winter Early Care and Education Center Improvement Plan

University of Maine at Presque Isle, Presque Isle, Maine $50,000 Innovation in Clinical Experiences in Recruiting and Training Future Medical Laboratory Technicians

University of Maine System – Chancellor’s Office, Bangor, Maine $6,500 Engaging with the ACRL Framework: A Catalyst for Exploring Our Teaching Practice

University of Southern Maine, Portland, Maine $10,000 Maine LEAP Year 3 Match & Postsecondary Student Voice Strategy

Total Education $1,235,227

Medical

Aroostook Agency on Aging, Presque Isle, Maine $15,000 Aroostook Aging and Disability Resource Center

Aroostook Mental Health Services, Inc., Caribou, Maine $40,000 AMHC Roof Replacement

Community Health and Counseling Services, Bangor, Maine $12,000 Primary Care Practice Start-Up

Daniel Hanley Center for Health Leadership, Portland, Maine $10,000 Improving Health by Mitigating Detrimental Impacts of Social Determinants of Health in Maine

Fryeburg Rescue Association, Fryeburg, Maine $15,000 Zoll X Series

Greater Portland Health, Portland, Maine $25,000 Telehealth Services for Portland’s Public Housing Sites

Kennebec Valley Dental Coalition, Waterville, Maine $35,000 Preserving Safety Net Dental Services for Central Maine

Kennebec Valley Family Dentistry, Augusta, Maine $28,000 Emergency Replacement of X-Ray Machine and Request for Additional Items

Kennebec Valley Mental Health Center dba Kennebec Behavioral Health, $20,000 Waterville, Maine Topsham Clubhouse

Maine Dental Health Out-Reach, Inc., Winthrop, Maine $15,000 School Oral Health Program

Maine Family Planning, Augusta, Maine $15,000 The Reproductive Empowerment Project

Maine Medical Center, Portland, Maine $200,000 The NEXT 150 – The Campaign for Maine Medical Center MaineHealth Care at Home, Saco, Maine $24,800 Connected Care Clinics: Nurse-Led Health Clinics with Telehealth for Long Island and Chebeague Island

Mercy Hospital, Portland, Maine $100,000 Fore River II

Mid-Coast Health Net dba Knox County Health Clinic, Rockland, Maine $22,000 Improving Dental Care for Low Income Families

Milestone Foundation, Inc., Portland, Maine $10,000 Homeless Outreach and Mobile Engagement (HOME) Team

Northern Light Inland Hospital, Waterville, Maine $30,000 RehabWorks Equipment Upgrades

Northern Lighthouse, Inc., Presque Isle, Maine $7,000 Technology and Human Services

Oasis Health Network, Inc. dba Oasis Free Clinics, Brunswick, Maine $10,000 Free Care Navigation Pilot

Pen Bay Medical Center, Rockland, Maine $100,000 New Patient Health Center

Penobscot Community Health Center, Bangor, Maine $50,000 Brining the Future to the Past: Utilizing Telemedicine to Maximize Limited Resources in the Care of Maine’s Elders

Southern Maine Agency on Aging, Scarborough, Maine $35,000 “Agewell” Evidence-Based Prevention Program

Spurwink Services, Portland, Maine $25,000 Spurwink Project Access: Utilizing Remote Access HER to Improve Behavioral Health Care

Sunrise Opportunities, Machias, Maine $15,000 Washington County Dental Outreach Clinic

Wentworth-Douglass Hospital, Dover, New Hampshire $16,000 Upgrade of Digital Panoramic Radiographic Equipment

Total Medical $874,800

TOTAL GRANTS $3,194,883

Davis Family Foundation

Trustees

David J. Bucci Rebekah A. Bucci, Chair Michael. R. Currie Samuel M. DiCapua Edward L. Dilworth III Colleen Bucci Liddy Al Noyes Anne B. Pringle

Staff

Yvonne B. Mummé, Chief Finance and Administrative Officer Katie T. Paye, Program Officer Lisa M. Smith, Grants Associate

Member of Exponent Philanthropy Maine Association of Nonprofits Maine Philanthropy Center