TY 2015 Form 990

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

Davis Family Foundation

Employer identification number

01-0390443

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ))

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations .............. 4

Provide the following information about the supported organization(s).

(i)Name of supported organization	(ii) EIN	(iii) Type of organization (described on lines 1- 9 above (see instructions))	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) ME Medical Center	010238552	3	Yes		0	0
(B) Ptlnd Symphony Orchestra	016006058	7	Yes		6,980	0
(C) Univ of New England	010211810	2	Yes		0	0
(D) Ptlnd Museum of Art	010378420	7	Yes		50,000	0
Total 4					56,980	0

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2015

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10.

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2014 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2015. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2014. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2015. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2015

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513...
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2014 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2015 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2014 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2015. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2014. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2015

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Yes

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2015

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Yes

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Yes

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2015

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2015

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2015 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2015	(iii) Distributable Amount for 2015
1 Distributable amount for 2015 from Section C, line 6
2 Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......
e From 2014.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2015 distributable amount
i Carryover from 2010 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2015 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2015 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2016. Add lines 3j and 4c.
8 Breakdown of line 7:
a
b
c Excess from 2013.......
d From 2014.......
e From 2015.......

Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
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.

Schedule A (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

Davis Family Foundation

Employer identification number

01-0390443

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

			(a) Donor advised funds	(b) Funds and other accounts

1	Total number at end of year ....
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ....

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2015

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........

Part V

Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land ...
b	Buildings
c	Leasehold improvements
d	Equipment ...
e	Other ...
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..		0

Schedule D (Form 990) 2015

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b)Book value	(c)Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
(3)Other (A) Limited Partnership and Fund of Funds Interests	22,899,398	F
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	22,899,398

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2015

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation

Schedule D (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

See separate instructions. Right pointing arrow large image

Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization
Davis Family Foundation

Employer identification number

01-0390443

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.

For grantmakers.Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in region	(d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in region
	Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,	0	0	Investments	14,648,672
















3a	Sub-total .....	0	0		14,648,672
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		14,648,672

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015

Schedule F (Form 990) 2015

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(a)(c) Region	(b)(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of non-cash assistance	(h) Description of non-cash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2015

Schedule F (Form 990) 2015Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of non-cash assistance	(g) Description of non-cash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2015

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2015

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).

ReturnReference	Explanation

Schedule F (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization
Davis Family Foundation

Employer identification number
01-0390443

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section if applicable	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of non-cash assistance	(h) Purpose of grant or assistance

(1) A Company of Girls PO Box 7527 Portland,ME04112	05-0631726	501(c)(3)	10,000	Support for their year-long afterschool arts and mentoring program for girls ages 7-18 in Greater Portland.
(2) American Red Cross of Maine - Southern Maine Chapter 2401 Congress Street Portland,ME04102	53-0196605	501(c)(3)	50,000	Support for the purchase, outfitting and operation of a new Bloodmobile.
(3) Aroostook Medical Center PO Box 151 Presque Isle,ME04769	01-0372148	501(c)(3)	44,500	Support to update equipment with the purchase of dialysis chairs and a hemodialysis machine.
(4) ArtVan 7 Park Street Bath,ME04530	45-2301696	501(c)(3)	10,000	Support to provide art therapy programs for low-income youth.
(5) At a Bend in the Road 235 Berry Road Hartford,ME04220	46-1327949	501(c)(3)	20,000	Support to purchase a modular classroom to provide specialized therapy to children who have suffered severe trauma and abuse.
(6) Atlantic Challenge Foundation dba The Apprenticeshop 655 Main Street Rockland,ME04841	22-3132234	501(c)(3)	20,000	Support to renovate the shop building and create space for offices and public programs.
(7) Bangor Ballet 14 State Street Bangor,ME04401	01-0494559	501(c)(3)	7,420	Support to produce a full-length performance of Sleeping Beauty.
(8) Bates College 215 College Street Lewiston,ME04240	01-0211781	501(c)(3)	10,000	Support for an exhibition of contemporary photography featuring interrelationships between the human and natural worlds.
(9) Bigelow Laboratory for Ocean Sciences 60 Bigelow Drive East Boothbay,ME04544	01-6006001	501(c)(3)	7,500	Support for 10 high school teachers to participate in the four-day science immersion program which includes a curricular tool kit to improve ocean science education in their classrooms.
(10) Blue Hill Memorial Hospital 57 Water Street Blue Hill,ME04614	01-0227195	501(c)(3)	33,000	Support to purchase a full-size adult mannequin for their clinical staff training program.
(11) Bowdoin College 5800 College Station Brunswick,ME04011	01-0215213	501(c)(3)	10,000	Support for an African art exhibit demonstrating how relationships with the land have defined the country, including work from the 19th and 20th century.
(12) Bowdoin International Music Festival Inc 6300 College Station Brunswick,ME04011	04-3384601	501(c)(3)	7,000	Support to purchase new recording, ticketing and performance equipment.
(13) Breakwater School dba Breakwater Learning 856 Brighton Avenue Portland,ME04102	01-0249577	501(c)(3)	30,000	Support to develop skill content for a statewide learning program that recognizes accomplishments beyond the classroom with a digital badging portfolio.
(14) Bridgton Public Library 1 Church Street Bridgton,ME04009	01-6006524	501(c)(3)	16,900	Support to renovate and insulate the windows of the 1913 Library building, which is listed on the National Register of Historic Places.
(15) Broadreach Family & Community Services 5 Stephenson Lane Belfast,ME04915	01-0471985	501(c)(3)	10,000	To train 10 preschool teachers in delivery of a therapeutic, nature-based learning curriculum specifically designed for preschool children at risk of reading failure.
(16) Cancer Community Center 778 Main Street South Portland,ME04106	01-0513301	501(c)(3)	10,000	Support for their wellness programs, which include movement, nutrition and mental well-being classes.
(17) Caribou Public Library Foundation 30 High Street Caribou,ME04736	47-3065951	501(c)(3)	10,000	Funding to purchase a ScanPro2000 and historical figure standees.
(18) Caterpillar Hill Initiative 328 Sedgwick Hill Road Sedgwick,ME04676	41-2172414	501(c)(3)	9,500	Support to purchase sound system equipment for their newly constructed outdoor amphitheater.
(19) Catherine McAuley High School 631 Stevens Avenue Portland,ME04103	01-0287867	501(c)(3)	20,000	Strategic planning support to enhance academic leadership, student enrollment and facility improvements.
(20) Center for Furniture Craftsmanship 25 Mill Street Rockport,ME04856	01-0517984	501(c)(3)	10,000	Support to incorporate digital fabrication into the school's curriculum by acquiring a ShopBot CNC milling machine.
(21) Challenger Learning Center of Maine 30 Venture Way Bangor,ME04401	01-0542376	501(c)(3)	10,000	Support to underwrite the cost of bringing the STEM space program to schools throughout Maine.
(22) Chase Emerson Memorial Library PO Box 9 Deer Isle,ME04627	01-6013197	501(c)(3)	10,300	Support to improve library climate control through exterior wall repair, repair or replacement of damaged windows, and installation of a heat pump.
(23) Cherryfield-Narraguagus Historical Society PO Box 122 Cherryfield,ME04622	01-6046136	501(c)(3)	15,000	Support to restore the 1898 train station for use as an information center and museum.
(24) Cheverus High School 267 Ocean Avenue Portland,ME04103	01-0211785	501(c)(3)	40,000	Support to provide each student with an iPad and shift to student-centered education using upgraded digital technology.
(25) Chewonki Foundation 485 Chewonki Neck Road Wiscasset,ME04578	01-0269460	501(c)(3)	35,000	A pilot project that will organize community partners to create integrated experiential programming for the Wiscasset school system, grades K through 12.
(26) Child and Family Opportunities Inc PO Box 648 Ellsworth,ME04605	01-0288757	501(c)(3)	10,000	To purchase High Scope literacy materials for 21 early childhood education classrooms in Washington and Hancock counties.
(27) Citizens for Squirrel Point 458 Bald Head Rd Arrowsic,ME04530	30-0193082	501(c)(3)	20,000	Support to stabilize and restore Squirrel Point Light, one of four navigational aids along the Kennebec River's 11-mile stretch from the Atlantic to Bath, Maine.
(28) Cobscook Community Learning Center 10 Commissary Point Road Trescott,ME04652	01-0449348	501(c)(3)	20,000	Support to hire faculty and develop curriculum to add a third year of programs to the alternative high school.
(29) Community Bicycle Center PO Box 783 Biddeford,ME04005	20-3684834	501(c)(3)	6,654	Support for the youth job-skills program which teaches how to build a business through the hands-on process of reconditioning bikes for the community.
(30) Community Dental 366 US Route 1 Falmouth,ME04105	23-7129502	501(c)(3)	34,669	Support to establish a fully-equipped surgical suite in the new dental health center, which will enable specialty care for adult patients with complex needs.
(31) Eastport Public Library Association 26 Water Street Eastport,ME04631	01-0211502	501(c)(3)	10,000	Support to transition the library catalogue to digital format.
(32) Engine Inc PO Box 1681 Biddeford,ME04005	27-2463118	501(c)(3)	7,000	Funding for training, equipment, and software for the Compass Project program, which will provide Design/Build classes for youth at Thornton Academy.
(33) Everyman Repertory Theatre PO Box 938 Rockport,ME04856	26-1909354	501(c)(3)	10,000	Support to underwrite the production costs to create three collaborative theater performances.
(34) Farnsworth Art Museum 16 Museum Street Rockland,ME04841	01-0368070	501(c)(3)	20,000	Support to create an exhibition of the 1960s artist and printmaker, Donald Saff.
(35) Fiddlehead Art & Science Center 25 Shaker Road Gray,ME04039	01-0543069	501(c)(3)	8,000	Support for an adult theater production, a community choral group, and increased theater activities in their summer camp and afterschool programs.
(36) Figures of Speech Theatre 77 Durham Road Freeport,ME04032	01-0432620	501(c)(3)	15,000	Support for equipment to create a musical theater rendition of The Little Match Girl Passion using puppetry, actors, and projected film.
(37) Frances Perkins Center PO Box 281 Newcastle,ME04553	26-4371534	501(c)(3)	10,000	Support for a feasibility study to purchase the 1837 Perkins Homestead.
(38) Friends of Parsonsfield Seminary PO Box 163 Parsonsfield,ME04047	22-2575506	501(c)(3)	11,301	Support for the next phase of restoring Doe Hall, a national historic landmark, through work on the right front portico.
(39) Friends of the Eastern Promenade PO Box 16025 Portland,ME04112	75-3240986	501(c)(3)	10,000	Funding to renovate the design and landscape of the Jacob Cousins Memorial, which commemorates the first Jewish soldier to perish in World War I.
(40) Friends of the Kotzschmar Organ Inc PO Box 7455 Portland,ME04112	01-0378598	501(c)(3)	15,000	Funding for audio, video, and web technology upgrades to expand the Organization's educational and outreach efforts.
(41) Friends of the Marsh River Theater PO Box 160 Brooks,ME04921	01-0511804	501(c)(3)	15,000	Support to purchase and install vinyl siding as a permanent solution to maintaining the theater's exterior.
(42) Haystack Mountain School of Crafts PO Box 518 Deer Isle,ME04627	01-0243548	501(c)(3)	10,000	Support to train high school teachers and students in digital fabrication techniques through MIT's distance graduate program.
(43) Henry D Moore Parish House and Library PO Box 127 Steuben,ME04680	04-3382516	501(c)(3)	12,500	Support to improve the facility with painting and new signage.
(44) Historical Society of Wells and Ogunquit PO Box 801 Wells,ME04090	01-0375785	501(c)(3)	20,000	Funding to complete restoration of the Meeting House windows.
(45) History House Assoc dba Skowhegan History House Museum & Research Ctr PO Box 832 Skowhegan,ME04976	01-0217324	501(c)(3)	7,691	Support to digitize 300 newspaper editions, and preserve an antique civil war uniform and accessories.
(46) Hospice of Southern Maine 180 US Route One Scarborough,ME04074	01-0540180	501(c)(3)	10,000	Support to analyze and interpret patient data, and develop a business plan to increase access to hospice care for underserved patients in Southern Maine.
(47) Houlton Regional Health Services Foundation dba Health Services Foundation PO Box 1231 Houlton,ME04730	22-2511768	501(c)(3)	10,000	Support to purchase a coagulation analyzer for Houlton Regional Hospital.
(48) Island Institute PO Box 648 Rockland,ME04841	22-2786731	501(c)(3)	15,000	Support to develop an aquaculture curriculum for Maine island and coastal elementary, middle and high school students.
(49) Island Readers and Writers An Initiative for Maine Children PO Box 227 Mount Desert,ME04660	75-3225744	501(c)(3)	15,000	A pilot project working with teachers in two Washington County middle schools to develop literary curriculum aligned with Common Core.
(50) Jackson Laboratory 600 Main Street Bar Harbor,ME04609	01-0211513	501(c)(3)	50,000	Support to collect tumor samples and create patient-derived mouse models to test new chemotherapies.
(51) Junior Achievement of Maine Inc 82 Elm Street Portland,ME04101	84-1267604	501(c)(3)	15,000	Support to deliver work readiness, financial literacy and entrepreneurship training to students at Scarborough Middle School.
(52) Kennebec Valley Family Dentistry 269 Water Street Augusta,ME04330	26-3322306	501(c)(3)	75,000	Support for Phase One: to renovate, expand and move the clinic into a new and larger building.
(53) Let's Get Ready 89 South Street Suite 401 Boston,MA02111	31-1698832	501(c)(3)	20,000	Support for the college preparatory program for low-income and first-generation high school students in Southern Maine.
(54) LifeFlight Foundation PO Box 899 Camden,ME04843	52-2377085	501(c)(3)	35,000	Support for medical equipment to transform the new aircrafts into flying hospitals.
(55) Lincoln County Children's Services dba Coastal Kids Preschool 12 Jackies Trail Damariscotta,ME04543	22-3126832	501(c)(3)	10,000	Support to purchase the equipment and furniture necessary for accreditation by the National Association for the Education of Young Children (NAEYC).
(56) Lincoln County Historical Association Inc PO Box 61 Wiscasset,ME04578	01-0239808	501(c)(3)	15,000	Support to create primary school educational programs about rural life in Maine between 1760-1860.
(57) LincolnHealth 35 Miles Street Damariscotta,ME04543	01-0153960	501(c)(3)	25,000	Funding to support the second and third year of a collaborative community paramedicine pilot in Lincoln County.
(58) Lovell Historical Society PO Box 166 Lovell,ME04051	01-0339744	501(c)(3)	10,000	Funding to paint the exterior of the 1839 historic Kimball-Stanford House.
(59) Mabel Wadsworth Women's Health Center 700 Mount Hope Avenue Suite 420 Bangor,ME04401	22-2667466	501(c)(3)	15,000	Support to purchase an ultrasound machine, provide staff training, and conduct outreach for the program.
(60) Mad Horse Theatre Company 24 Mosher Street South Portland,ME04106	01-0422341	501(c)(3)	10,000	Support to mark the theater's 30th season with a marketing campaign to broaden their audience.
(61) Mahoosuc Kids Association 19 Crescent Lane Bethel,ME04217	55-0818435	501(c)(3)	10,000	Support for the year-round afterschool and summer education programs benefitting middle and high school aged youth in the Bethel area.
(62) Maine 4-H Foundation 5717 Corbett Hall Orono,ME04469	01-6011487	501(c)(3)	20,000	Support to expand the 4th-9th grade pilot agricultural science program to 4-H Learning Centers and their regional school systems.
(63) Maine College of Health Professions 70 Middle Street Lewiston,ME04240	01-0356077	501(c)(3)	35,000	Funding to purchase new radiology equipment as the current equipment is outdated and no longer functioning properly.
(64) Maine Discovery Museum 74 Main Street Bangor,ME04401	01-0527022	501(c)(3)	14,500	Program development and scholarship support for their STEM-based afterschool, summer and vacation programs.
(65) Maine Forest and Logging Museum PO Box 104 Bradley,ME04444	01-6019448	501(c)(3)	15,000	Funding to make repairs and improvements to the sawmill museum structure.
(66) Maine Highlands Senior Center PO Box 693 DoverFoxcroft,ME04426	45-5213907	501(c)(3)	35,000	Funding to renovate the historic 1882 Central Hall building into an adult day service center.
(67) Maine Historical Society 489 Congress Street Portland,ME04101	01-0211530	501(c)(3)	25,000	Support to create an exhibit of 19th-century hand-painted banners, each representing a trade or craft commissioned by the Maine Charitable Mechanic Association.
(68) Maine Irish Heritage Center PO Box 7588 Portland,ME04112	81-0546468	501(c)(3)	25,000	Support to develop an architectural master plan to guide future renovations.
(69) Maine Jazz Camp Van Brunt Station Brooklyn,NY11215	01-0391592	501(c)(3)	11,000	Support to offer scholarships to immigrant and economically disadvantaged middle and high school students in Maine.
(70) Maine Maritime Museum 243 Washington Street Bath,ME04530	01-0271477	501(c)(3)	25,000	Support to design and install a permanent exhibit about the Maine lobstering industry.
(71) Maine Mathematics and Science Alliance 218 Capitol Street Suite 3 Augusta,ME04330	22-3181644	501(c)(3)	10,000	Support to implement a two-month professional development program for teachers of afterschool STEM programs.
(72) Maine Preservation 233 West Main Street Yarmouth,ME04096	01-0319524	501(c)(3)	15,000	Support for a program which identifies, markets and sells historically significant properties to new owners who agree to preserve and rehabilitate them.
(73) Maine Robotics 30 Main Street 1 Orono,ME04473	20-2639766	501(c)(3)	20,000	Support to purchase laptops for the computer science and engineering robotics programs.
(74) Mayo Street Arts 10 Mayo Street Portland,ME04101	27-1461543	501(c)(3)	12,000	Support to underwrite the cost of performances which reflect the diversity in their neighborhood and audiences.
(75) Mid-Coast Health Net dba Knox County Health Clinic 22 White Street Rockland,ME04841	01-0528885	501(c)(3)	26,000	Support to purchase dental equipment for the oral health expansion project, a partnership effort with PenBay and Waldo General Hospitals.
(76) Millinocket Historical Society PO Box 11 Millinocket,ME04462	01-0364235	501(c)(3)	15,000	Support to begin rehabilitating the second floor of the building.
(77) North Yarmouth Academy 148 Main Street Yarmouth,ME04096	01-0211536	501(c)(3)	25,000	Funding for equipment, technology and professional development to establish an Innovation Lab for grades 1-12, which will further integrate STEM and the arts into the curriculum.
(78) Northeast Hearing and Speech Center Inc 75 West Commercial Street Suite 205 205 Portland,ME04101	01-0228262	501(c)(3)	19,432	Support to provide 12 preschool teachers with professional development, coaching, and resource books to teach language and phonology in the classroom.
(79) Oasis Health Network Inc dba Oasis Free Clinics 66 Baribeau Drive Suite 9/10 Box 1 Brunswick,ME04011	01-0497587	501(c)(3)	15,500	Support to conduct an organizational and strategic planning assessment in preparation for an expansion of services.
(80) Old York Historical Society PO Box 312 York,ME03909	22-2474846	501(c)(3)	10,000	Support to preserve a rare set of 18th century American embroidered bed hangings and create a permanent installation for them in the Museum's gallery.
(81) Opera House Arts PO Box 56 Stonington,ME04681	01-0526734	501(c)(3)	10,000	Support for the artist residency program to provide grade K-12 teachers with professional development in STEM learning through the arts.
(82) Otisfield Historical Society 202 Scribner Hill Road Otisfield,ME04270	01-0376940	501(c)(3)	15,000	Support to renovate the 1905 Old Town House's new addition with electrical, plumbing, well and septic systems (listed on the National Register of Historic Places).
(83) Oxford County Mental Health Services 150 Congress Street Rumford,ME04276	01-0466967	501(c)(3)	22,000	Support to implement Electronic Health Records (EHR) to provide real-time access for mobile crisis workers and other community-based service providers.
(84) Palermo Community Library PO Box 102 Palermo,ME04354	01-0521539	501(c)(3)	13,670	Support to pave the Library's driveway and parking lot.
(85) Passamaquoddy Bay Symphony Orchestra PO Box 114 Eastport,ME04631	57-1166377	501(c)(3)	5,500	Support to invite three Maine composers to submit new works which will be premiered during the Spring Concert Series.
(86) Peregrine Corporation dba STRIVE 10 Atlantic Place South Portland,ME04106	01-0473116	501(c)(3)	25,000	Support to purchase assistive technology devices, including iPads and Apple TV's, as part of their renovation capital campaign.
(87) Poland Historical Society 1229 Maine Street Poland,ME04274	01-0503299	501(c)(3)	5,315	Support to purchase and install new lighting for the museum interior.
(88) Poland Spring Academy 14 Hope Springs Road Poland,ME04274	01-0527934	501(c)(3)	10,000	Support to increase staff and expand the K-5th grade speech and language program.
(89) Portland Community Health Center 180 Park Avenue Portland,ME04102	45-4960453	501(c)(3)	22,824	Support to install wide area network internet technology to connect each of its four clinical sites.
(90) Portland Conservatory of Music 202 Woodford Street Portland,ME04103	01-0495589	501(c)(3)	10,000	Support to provide music instruction to youth ages 8-18 at the Mayo Street Arts Center.
(91) Portland Lyric Theater 176 Sawyer Street South Portland,ME04106	23-7376760	501(c)(3)	28,000	Support to install an air-conditioning system for the theater space, which will enable greater year-round use of the facility, and increase operational efficiency.
(92) Portland Museum of Art Seven Congress Square Portland,ME04101	01-0378420	501(c)(3)	50,000	Support to reinstall the collection, revitalize the galleries, and develop an online and digital catalogue.
(93) Portland Opera Repertory Theatre PO Box 7733 Portland,ME04112	01-0496860	501(c)(3)	15,000	Support for the 2015 summer opera festival, which includes one opera concert and an expanded young artist program.
(94) Portland Public Library 5 Monument Square Portland,ME04101	01-6000802	501(c)(3)	35,000	Support to present a month-long schedule of collaborative programming, events and exhibits centered on William Shakespeare's First Folio.
(95) Portland Stage Company PO Box 1458 Portland,ME04104	51-0143171	501(c)(3)	30,000	Support for their education programming which serves over 9,500 K-12 public school students in the Greater Portland area.
(96) Portland Symphony Orchestra 50 Monument Square 2nd floor Portland,ME04101	01-6006058	501(c)(3)	6,980	Support to repair the Steinway piano, which is co-owned with Portland Ovations.
(97) Rangeley Friends of the Performing Arts PO Box 333 Rangeley,ME04970	01-0385416	501(c)(3)	20,000	Funding to renovate the projection room into a multi-purpose space with improved functionality and up-to-date light, sound and projection equipment.
(98) Rangeley Lakes Region Historical Society PO Box 521 Rangeley,ME04970	23-7223622	501(c)(3)	10,000	Support to build a monument of the historic 19th century Rangeley Boat.
(99) Readfield Union Meeting House Company 158 Thorp Shores Road Readfield,ME04355	01-0393119	501(c)(3)	35,000	Funding to resolve moisture issues and rebuild the floor substructure of the Readfield Union Meeting House, which is on the National Register of Historic Places.
(100) Rufus Porter Museum PO Box 544 Bridgton,ME04009	74-3175428	501(c)(3)	10,000	Support to update the exhibit, create an in-school traveling history curriculum, and continue the internship program.
(101) Saco River Theatre PO Box 1 Bar Mills,ME04004	01-0486343	501(c)(3)	7,500	Support for the commissioning, development and production of The Restoration, a new play written for the Saco River Theater.
(102) Sacopee Rescue Unit Inc PO Box 367 Kezar Falls,ME04047	01-0345195	501(c)(3)	15,074	Support to purchase a hydraulic lift stretcher to transfer patients in and out of the ambulance.
(103) Schoolhouse Arts Center PO Box 140 Standish,ME04084	01-0453418	501(c)(3)	20,000	Funding to upgrade to a digital lighting system with cyclorama, which would allow more precise lighting control and the use of special effects.
(104) Seacoast Waldorf School 403 Harold L Dow Highway Eliot,ME03903	02-0497925	501(c)(3)	25,000	Support for renovations to their existing building as well as construction of a new building to accommodate a new middle school curriculum.
(105) Seven Eagles Media Production 117 Ten Road Bradley,ME04411	20-5641521	501(c)(3)	7,000	Support for a statewide initiative to bring native american culture to audiences through performance arts.
(106) Shalom House 106 Gilman Street Portland,ME04102	23-7119236	501(c)(3)	10,000	Support to provide therapeutic art programs to adults with mental illness.
(107) Spirit Series Inc 91 Sea Spray Reach Yarmouth,ME04096	20-3799463	501(c)(3)	10,000	Support to provide drama-based literacy curriculum for grades 4-8 in five Southern Maine schools.
(108) Spruce Head Community Hall & Historical Association PO Box 323 Spruce Head,ME04859	01-0467239	501(c)(3)	10,000	Support to construct a new foundation and raise the building onto the piers.
(109) Spurwink Services Inc 899 Riverside Street Portland,ME04103	01-0319802	501(c)(3)	15,000	Funding to pilot sensory rooms at six school locations with the goal of reducing behavioral escalations and improving learning outcomes.
(110) Strawbery Banke Museum Inc PO Box 300 Portsmouth,NH03802	02-0260158	501(c)(3)	10,000	Support for the design and installation of a permanent exhibit on the maritime history of Portsmouth during the 18th and 19th centuries.
(111) Sullivan-Sorrento Historical Society PO Box 44 Sullivan,ME04664	23-7195825	501(c)(3)	11,000	Support to renovate the exterior of the 1800s building with new clapboards, windows, and painting.
(112) Sunrise Opportunities PO Box 88 Machias,ME04654	01-0407276	501(c)(3)	17,500	Support for the week-long oral health clinic conducted in partnership with New York University College of Dentistry in Machias.
(113) The Iris Network 189 Park Avenue Portland,ME04102	01-0196359	501(c)(3)	25,000	Start-up support for furnishings and the first year of programming at the new rehabilitation center for the blind and visually impaired.
(114) The Landing School of Boatbuilding and Design 286 River Road Arundel,ME04046	01-0355980	501(c)(3)	20,000	Support to purchase Computer Numeric Control equipment to teach students how to use computer-based machining in the boat building industry.
(115) The Music Hall 28 Chestnut Street Portsmouth,NH03801	02-0403452	501(c)(3)	10,000	Support for artist fees and production costs associated with their community outreach programs.
(116) The Opportunity Alliance 50 Lydia Lane South Portland,ME04106	01-0274725	501(c)(3)	25,000	To continue the teacher coaching program that improves the quality of teaching and provides a system of professional development for Head Start teachers.
(117) The Penobscot School 28 Gay Street Rockland,ME04841	01-0432067	501(c)(3)	20,000	Support to renovate the kitchen and provide language learning through culinary activities.
(118) The Public Theatre 31 Maple Street Lewiston,ME04240	01-0466131	501(c)(3)	10,000	Support to underwrite the cost of bringing live theater to youth through in-school matinees and subsidized tickets.
(119) The Telling Room 225 Commercial Street Suite 201 Portland,ME04101	74-3136956	501(c)(3)	20,000	Support for the 2015-2016 Anthology, a themed writing and art project engaging approximately 1,500 students throughout the year.
(120) Town of Mount Vernon 1997 North Road Mount Vernon,ME04352	01-6000283	Mount Vernon, ME	25,000	Support to perform energy efficiency and accessibility renovations, and to expand the existing space by 1,100 sq. ft. to accommodate educational, arts and cultural programming for youth.
(121) Town of Swan's Island PO Box 11 Swans Island,ME04685	01-6000391	Swan's Island, ME	10,000	Support to restore the floors in the great hall, vestibule and stairwell of the 1909 Oddfellow's Hall.
(122) Town of Windham 8 School Road Windham,ME04062	01-6000440	Windham, ME	25,000	Support for library renovations to increase space functionality, staff efficiencies, and capacity for cultural and thematic programming.
(123) Tree Street Youth 144 Howe Street Lewiston,ME04240	46-0942854	501(c)(3)	25,000	Support for a capital campaign to double their space, including a large multi-purpose room, new rooms for middle and high school programs, an improved college and career center and a secure main entrance and lobby.
(124) Trustees of Bloomfield Academy dba Skowhegan Free Public Library 9 Elm Street Skowhegan,ME04976	01-0211488	501(c)(3)	15,000	Support to install new flooring, a component of the basement renovation project to construct two bathrooms, a staff kitchenette, genealogy room, meeting room and computer area.
(125) United Cerebral Palsy of Maine 700 Mount Hope Avenue Suite 320 Bangor,ME04401	23-7193853	501(c)(3)	9,403	Funding for curriculum development and implementation of a program which will work with the parents of 28 special needs children in the Bangor area to prevent child abuse and neglect.
(126) United Society of Shakers 707 Shaker Road New Gloucester,ME04274	01-0317232	501(c)(3)	6,200	Funding for event-related expenses, performance fees, and artist stipends to host the 8th annual Native American Summer Market.
(127) Victoria Mansion 109 Danforth Street Portland,ME04101	01-0207716	501(c)(3)	30,000	Support to develop engineering documents to guide workers through all subsequent phases of the historic restoration project.
(128) Vienna Union Hall Association PO Box 16 Vienna,ME04360	46-2214924	501(c)(3)	13,750	Support to repair and paint the exterior siding, trim, doors and metal roof of the 1888 Vienna Union Hall.
(129) Waterfall Arts 256 High Street Belfast,ME04915	01-0528831	501(c)(3)	8,850	Support for the Youth & Family Outreach Arts Program.
(130) Watershed Center for the Ceramic Arts 19 Brick Hill Road Newcastle,ME04553	01-0427824	501(c)(3)	14,600	Support for a survey, master site plan and engineering assessment to determine expanded classroom and community space locations.
(131) Wayfinder Schools PO Box 65 New Gloucester,ME04260	01-0217639	501(c)(3)	15,000	Support for the alternative high school programs for at-risk youth and teen parents.
(132) Weld Free Public Library PO Box 120 Weld,ME04285	01-0266487	501(c)(3)	15,000	Support to restore the 1930's Library building back to the architect's original intent and update with energy efficiencies.
(133) Wells Branch Community League PO Box 1326 Wells,ME04090	47-3046289	501(c)(3)	19,150	Support to restore the windows, shingle the roof, and repaint the 150-year-old meeting house.
(134) Western Maine Play Museum PO Box 1161 Wilton,ME04294	80-0959538	501(c)(3)	50,000	Support to renovate a donated building into a children's museum through exterior improvements and modernized heating and cooling systems.
(135) Wintergreen Arts Center PO Box 1252 Presque Isle,ME04769	20-5036371	501(c)(3)	10,000	Support to continue their afterschool and summer arts programs for students in grades 1-12.

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

135

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2015

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of non-cash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of non-cash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference	Explanation
Part I, Line 2:	The Organization requires a completion report after one year.

Schedule I (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

Davis Family Foundation

Employer identification number

01-0390443

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization?

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization?

Any related organization? .........................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2015

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column(B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)

Schedule J (Form 990) 2015

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
Part VII, Line 5:	Anne Vaillancourt, Executive Director for the Organization, receives compensation from Davis Educational Foundation, an unrelated organization, for services rendered to the filing organization. Anne's unrelated organization compensation was as follows: Salary: $41,845 Benefits: $7,377

Schedule J (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

Davis Family Foundation

Employer identification number

01-0390443

Return Reference	Explanation
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.
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.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

Davis Family Foundation

Employer identification number

01-0390443

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)Maine Medical Center 22 Bramhall Street Portland,ME04102 01-0238552	Acute Care Hospital	ME	501(c)(3)	Line 3	N/A		No
(2)Portland Maine Symphony Orchestra PO Box 3573 Portland,ME041043573 01-6006058	Presentation of Symphony Performances	ME	501(c)(3)	Line 7	N/A		No
(3)University of New England 11 Hill Beach Road Biddeford,ME04005 01-0211810	University	ME	501(c)(3)	Line 2	N/A		No
(4)Portland Museum of Art 7 Congress Square Portland,ME04101 01-0378420	Educational Museum	ME	501(c)(3)	Line 7	N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2015

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No

Schedule R (Form 990) 2015

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2015

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2015

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2015

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: Award Grants
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	8
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	8
5	Total number of individuals employed in calendar year 2015 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	2
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,798,344	1,092,594
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	10,818	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,809,162	1,092,594
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	2,245,517	2,478,115
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	70,130	75,472
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	340,111	338,056
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,655,758	2,891,643
19	Revenue less expenses. Subtract line 18 from line 12.......	-846,596	-1,799,049
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	70,283,775	64,394,372
21	Total liabilities (Part X, line 26).............	38,154	13,479
22	Net assets or fund balances. Subtract line 21 from line 20.....	70,245,621	64,380,893

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 2,504,365 including grants of $ 2,478,115 ) (Revenue $ )
	Grants allocated in support of 501(c)(3) organizations. See Schedule I for 2015 grants approved.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses2,504,365

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) David J Bucci...................................................................... Trustee	2.00 .................	X		0	0	0
(2) Michael R Currie...................................................................... Trustee	2.00 .................	X		5,000	0	0
(3) Ralph I Lancaster Jr...................................................................... Trustee	2.00 .................	X		5,000	0	0
(4) Anne B Pringle...................................................................... Trustee	2.00 .................	X		5,000	0	0
(5) Rebekah A Bucci...................................................................... Chair	2.00 .................	X	X	0	0	0
(6) Samuel M DiCapua...................................................................... Trustee	2.00 .................	X		5,000	0	0
(7) Edward L Dilworth III...................................................................... Trustee	2.00 .................	X		3,750	0	0
(8) Tim Hussey...................................................................... Trustee	2.00 .................	X		2,500	0	0
(9) Anne Vaillancourt...................................................................... Executive Director	16.00 .................		X	41,845	0	7,377

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	68,095	0	7,377

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a-1f:$
h Total.Add lines 1a-1f.......

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g Total.Add lines 2a–2f.....

3 Investment income (including dividends, interest, and othersimilar amounts) ..........			806,979			806,979
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss)......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		8,128,246
b	Less: cost or other basis and sales expenses		7,842,631
c	Gain or (loss)		285,615
d	Net gain or (loss).....			285,615			285,615
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			1,092,594	0	0	1,092,594

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	2,478,115	2,478,115
2	Grants and other assistance to individuals in the United States. See Part IV, line 22
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	75,472	26,250	49,222
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......	65,263		65,263
b	Legal .........
c	Accounting ...........	10,970		10,970
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	212,214		212,214
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......	10,850		10,850
14	Information technology ......	5,687		5,687
15	Royalties ..
16	Occupancy ...........	16,331		16,331
17	Travel ............	190		190
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	503		503
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	2,219		2,219
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Dues	7,820		7,820
b	Miscellaneous	6,009		6,009
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	2,891,643	2,504,365	387,278	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1
2	Savings and temporary cash investments .........		353,277	2	242,800
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............			4
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
				6
7	Notes and loans receivable, net ....			7
8	Inventories for sale or use ........			8
9	Prepaid expenses and deferred charges ......			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		43,438,898	11	41,198,481
12	Investments—other securities. See Part IV, line 11 .....		26,440,769	12	22,899,398
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........		50,831	15	53,693
16	Total assets. Add lines 1 through 15 (must equal line 34)...		70,283,775	16	64,394,372

17	Accounts payable and accrued expenses .....	11,079	17	13,479
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D	27,075	25	0
26	Total liabilities. Add lines 17 through 25..	38,154	26	13,479

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	70,245,621	27	64,380,893
28	Temporarily restricted net assets ...........		28
29	Permanently restricted net assets		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund ...		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	70,245,621	33	64,380,893
34	Total liabilities and net assets/fund balances ........	70,283,775	34	64,394,372

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No