DAYTON FOUNDATION PLUS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DAYTON FOUNDATION PLUS INC (EIN 54-2101090)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201330459349302278
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T15:32:10-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310796034 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLAGEL HUBER FLAGEL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 SOUTH DIXIE DRIVE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45439 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542101090 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAYTON FOUNDATION PLUS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAYT | NameControl |
| Phone | 9372220410 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 KETTERING TOWER | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45423 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL M PARKS | Name |
| Title | PRESIDENT | Title |
| Phone | 9372220410 | Phone |
| Date Signed | 2013-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES CRAFT | Name |
| PTIN | P00013094 | PTIN |
| Phone | 9372993400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL M PARKS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 KETTERING TOWER | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4748810 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DAYTONFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENTDAYTON FOUNDATION PLUS, INC. IS A SECTION 509(A)(3) SUPPORTING ORGANIZATION TO THE DAYTON FOUNDATION INC., A SECTION 501(C)(3) PUBLICLY SUPPORTED COMMUNITY FOUNDATION. THE DAYTON FOUNDATION IS THE SOLE MEMBER OF THE DAYTON FOUNDATION PLUS, INC. THE DAYTON FOUNDATION FORMED THE DAYTON FOUNDATION PLUS,INC. TO CONDUCT ACTIVITIES TO RAISE MONEY AND GIFTS OF PROPERTY FROM INTERESTED INDIVIDUALS, CORPORATIONS, BUSINESS ORGANIZATIONS, GROUPS AND ASSOCIATIONS, AND DISTRIBUTE SUCH FUNDS EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED ("CODE"), AND IN A MANNER SUPPORTIVE OF THE CHARITABLE PURPOSES OF THE DAYTON FOUNDATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3854346 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3238248 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1804366 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1510562 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5658712 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4748810 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3042765 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2536996 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 475050 | OtherExpensePriorYear |
| Other Expenses Current Year | 532666 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3517815 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3069662 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2140897 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1679148 | RevenuesLessExpensesCY |
| Total Assets BOY | 43994231 | TotalAssetsBOY |
| Total Assets EOY | 44088607 | TotalAssetsEOY |
| Total Liabilities BOY | 1048107 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1232382 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 42946124 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 42856225 | NetAssetsOrFundBalancesEOY |
| Mission Description | DAYTON FOUNDATION PLUS, INC. IS A SECTION 509(A)(3) SUPPORTING ORGANIZATION TO THE DAYTON FOUNDATION, INC., A SECTION 501(C)(3) PUBLICLY SUPPORTED COMMUNITY FOUNDATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2536996 | Expense |
| Revenue | 0 | Revenue |
| Description | DURING THE YEAR, DAYTON FOUNDATION PLUS, INC. MADE 232 GRANTS TO 149 DIFFERENT CHARITABLE ORGANIZATIONS FROM 32 FUNDS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 116360 | Expense |
| Revenue | 0 | Revenue |
| Description | IN FY 2007, DAYTON FOUNDATION PLUS, INC., THROUGH ITS CHARITABLE SUBSIDIARY THE DAYTON FOUNDATION PLUS REALTY TWO, LLC, RECEIVED TITLE TO HAWTHORN HILL, THE HISTORIC HOME OF ORVILLE WRIGHT. THIS PROPERTY WILL BE RETAINED FOR HISTORIC PRESERVATION AND PUBLIC EDUCATIONAL PURPOSES, AS PART OF A BROADER EFFORT TO IDENTIFY AND PRESERVE FOR THE PUBLIC GOOD PROMINENT SITES OF AVIATION HERITAGE IN THE GREATER DAYTON AREA. THIS ACTIVITY SUPPORTS THE CHARITABLE PURPOSES AND MISSION OF THE DAYTON FOUNDATION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10317 | Expense |
| Revenue | 0 | Revenue |
| Description | VARIOUS PROGRAM EXPENSES PAID FROM THE JACK W. & SALLY D. EICHELBERGER FOUNDATION FUND. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2663673 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9372220410 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 KETTERING TOWER | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45423 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ELLEN IRELAND | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| HELEN JONES-KELLEY | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| DR GARY L LEROY | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| CRAIG J BROWN | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| DOUG C SCHOLZ | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| JEROME TATAR | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ANITA J MOORE | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| COLLEEN M RYAN | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| CHARLES G SCHROEDER | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| J NORMAN ECKSTEIN | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| DR RATNA PALAKODETI | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| JAMES R PANCOAST | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| WILLIAM L GILLISPIE | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| LISA E HANAUER | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| MAUREEN A LYNCH | ||||||
| GOVERNING BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| MICHAEL M PARKS | ||||||
| PRESIDENT/SECRETARY | 0.80 | 0 | 334491 | 12652 | X | |
| STEPHEN D DARNELL | ||||||
| V.P. FINANCE | 0.80 | 0 | 92076 | 10511 | X | |
| JOSEPH B BALDASARE | ||||||
| V.P. DEVELOPMENT | 0.80 | 0 | 116702 | 6878 | X | |
| DEBORAH L DULANEY | ||||||
| ADMINISTRATION DIRECTOR | 0.80 | 0 | 104906 | 1825 | X | |
| DIANE K TIMMONS | ||||||
| V.P. GRANTS & PROGRAMS | 0.80 | 0 | 90333 | 3680 | X | |
| S TRACIE BOSHEARS | ||||||
| ASSISTANT TREASURER | 0.80 | 0 | 51346 | 205 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 789854 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 35751 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3238248 | AllOtherContributions |
| Noncash Contributions | 1965112 | NoncashContributions |
| Total Contributions | 3238248 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 861108 | TotalRevenueColumn |
| Exclusion | $861,108 | ExclusionAmount |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 649454 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 649454 | TotalRevenueColumn |
| Exclusion | $649,454 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4748810 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,510,562 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2536996 | Total |
| Program Services | 2536996 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209498 | Total |
| Management And General | 209498 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| MISC--SEE SCHEDULE O | 188066 | 188066 | |
| PROGRAM EXPENSES | 126677 | 126677 | |
| INVESTMENT CONSULTANT F | 7429 | 7429 | |
| MISC--SEE SCHEDULE O | 996 | 996 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3069662 | Total |
| Program Services | 2663673 | ProgramServices |
| Management And General | 405989 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1841165 | BOY |
| EOY | 1363017 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6142682 | BOY |
| EOY | 6094170 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47547 | BOY |
| EOY | 24907 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3713000 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3713000 | BOY |
| EOY | 3713000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32249837 | BOY |
| EOY | 32893513 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43994231 | BOY |
| EOY | 44088607 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1034405 | BOY |
| EOY | 1217236 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13702 | BOY |
| EOY | 15146 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1048107 | BOY |
| EOY | 1232382 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38006032 | BOY |
| EOY | 38004216 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4940092 | BOY |
| EOY | 4852009 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42946124 | BOY |
| EOY | 42856225 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43994231 | BOY |
| EOY | 44088607 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1679148 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1769047 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAYTON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316027287 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $3,005,371 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 3005371 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Funds Held | 44 | NumberFundsHeld |
| Contrib To Funds And Other Accounts | 3238248 | ContribToFundsAndOtherAccounts |
| Grants Funds And Other Accounts | 2536996 | GrantsFundsAndOtherAccounts |
| Aggregate Fund Value | 34256531 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42946124 | BeginningOfYearBalance |
| Contributions | 3238248 | Contributions |
| Investment Earnings Or Losses | -532273 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2536996 | GrantsOrScholarships |
| Other Expenditures | 141677 | OtherExpenditures |
| Administrative Expenses | 117201 | AdministrativeExpenses |
| End Of Year Balance | 42856225 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36576988 | BeginningOfYearBalance |
| Contributions | 3854346 | Contributions |
| Investment Earnings Or Losses | 5853886 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3042765 | GrantsOrScholarships |
| Other Expenditures | 98507 | OtherExpenditures |
| Administrative Expenses | 197824 | AdministrativeExpenses |
| End Of Year Balance | 42946124 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31643834 | BeginningOfYearBalance |
| Contributions | 4526034 | Contributions |
| Investment Earnings Or Losses | 2772125 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1871662 | GrantsOrScholarships |
| Other Expenditures | 179249 | OtherExpenditures |
| Administrative Expenses | 314094 | AdministrativeExpenses |
| End Of Year Balance | 36576988 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38468695 | BeginningOfYearBalance |
| Contributions | 1057261 | Contributions |
| Investment Earnings Or Losses | -4225965 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3126741 | GrantsOrScholarships |
| Other Expenditures | 221810 | OtherExpenditures |
| Administrative Expenses | 307606 | AdministrativeExpenses |
| End Of Year Balance | 31643834 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.88680 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11320 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3713000 | InvestmentCostOrOtherBasis |
| Book Value | 3713000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3713000 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTERFUND PAYABLE TO THE DAYTON FOUNDATION (EIN 31-6027287) | Description |
| Amount | $15,146 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 15146 | TotalOfAmounts |
| Total Revenue | 4748810 | TotalRevenue |
| Total Expenses | 3069662 | TotalExpenses |
| Excess Or Deficit For Year | 1679148 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1833338 | NetUnrealizedGLOnInvestments |
| Other | $64,291 | OtherAmount |
| Total Adjustments | -1769047 | TotalAdjustments |
| Excess Or Deficit Per FS | -89899 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2915472 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1833338 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1833338 | RevenueNotRptdF990 |
| Revenue Subtotal | 4748810 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4748810 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3005371 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -64291 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -64291 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3069662 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3069662 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO INITIATE, PROMOTE, ORGANIZE, SPONSOR, CONTRIBUTE TO AND GENERALLY FURTHER CHARITABLE, EDUCATIONAL, CIVIC, RELIGIOUS AND COMMUNITY ACTIVITIES, UNDERTAKINGS AND INSTITUTIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION DETERMINES THE RECOGNITION OF UNCERTAIN TAX POSITIONS, IF APPLICABLE, THAT MAY SUBJECT THE ORGANIZATION TO UNRELATED BUSINESS INCOME TAX BY APPLYING A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAX AUTHORITIES. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE FOUNDATION'S EXEMPT STATUS IN JEOPARDY AS OF JUNE 30, 2012. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | ADJUSTMENT TO BENEFICIAL INTEREST IN LEAD TRUST 79,291. INTERFUND TRANSFER TO THE DAYTON FOUNDATION (31-6027287) -15,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: 64,291. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | ADJUSTMENT TO BENEFICIAL INTEREST IN LEAD TRUST -79,291. INTERFUND TRANSFER TO THE DAYTON FOUNDATION (31-6027287) 15,000. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (61 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| THE AMERICAN FRIENDS OF THE EPISCOPAL DIOCESE OF JERUSALEM | |||||||
| 25 OLD KINGS HIGHWAY N SUITE 13 | DARIEN | CT | 06820 | 596155008 | 501(C)(3) | 6555 | FAMILY SUPPORT PROJECT |
| ANIMAL HUMANE SOCIETY OF OURAY COUNTY INC | |||||||
| PO BOX 2096 | RIDGWAY | CO | 81432 | 841266231 | 501(C)(3) | 40000 | ANGEL RIDGE RANCH ANIMAL FACILITY |
| ARCHBISHOP ALTER HIGH SCHOOL | |||||||
| 940 E DAVID ROAD | KETTERING | OH | 45429 | 310652528 | 501(C)(3) | 126500 | GENERAL SUPPORT |
| ARTHUR MORGAN INSTITUTE FOR COMMUNITY SOLUTIONS | |||||||
| PO BOX 243 | YELLOW SPRINGS | OH | 45387 | 310502562 | 501(C)(3) | 38169 | GENERAL SUPPORT AND VARIOUS PROJECTS |
| CAROLINA BIBLE COLLEGE | |||||||
| 817 S MCPHERSON CHURCH ROAD | FAYETTEVILLE | NC | 28303 | 561388743 | 501(C)(3) | 45000 | GENERAL SUPPORT |
| THE CHILDREN'S MEDICAL CENTER | |||||||
| ONE CHILDRENS PLAZA | DAYTON | OH | 45404 | 310672132 | 501(C)(3) | 25000 | GENERAL SUPPORT |
| CHILDREN'S MEDICAL CENTER FOUNDATION | |||||||
| ONE CHILDRENS PLAZA | DAYTON | OH | 45404 | 311045247 | 501(C)(3) | 120000 | CAREHOUSE CAPITAL CAMPAIGN AND VARIOUS PROJECTS |
| CHRIST EPISCOPAL CHURCH | |||||||
| 20 W FIRST STREET | DAYTON | OH | 454021269 | 310549097 | 501(C)(3) | 10000 | CITY HEART GRANT |
| CITYFOLK | |||||||
| 126 N MAIN STREET SUITE 220 | DAYTON | OH | 45402 | 311030297 | 501(C)(3) | 50000 | BLUE GRASS CONCERT AND 2012 CITYFOLK FESTIVAL |
| DAYTON CRAYONS TO CLASSROOMS | |||||||
| 1511 KUNTZ ROAD | DAYTON | OH | 454041232 | 261594574 | 501(C)(3) | 10000 | GENERAL SUPPORT |
| CULTURE WORKS | |||||||
| 126 N MAIN STREET SUITE 210 | DAYTON | OH | 454021766 | 237412338 | 501(C)(3) | 23000 | GENERAL SUPPORT |
| DAYBREAK | |||||||
| 605 S PATTERSON BOULEVARD | DAYTON | OH | 45402 | 310864474 | 501(C)(3) | 10500 | GENERAL SUPPORT |
| DAYTON FOUNDATION DEPOSITORY | |||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 311044298 | 501(C)(3) | 20000 | TRANSFER TO KEN AND PEG CHAMPNEY FUND |
| THE DAYTON FOUNDATION | |||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 316027287 | 501(C)(3) | 19500 | GENERAL SUPPORT AND VARIOUS PROJECTS |
| DAYTON HISTORY | |||||||
| 1000 CARILLON BOULEVARD | DAYTON | OH | 454092023 | 316037490 | 501(C)(3) | 122000 | VARIOUS PROJECTS |
| DAYTON PHILHARMONIC ORCHESTRA | |||||||
| 109 N MAIN STREET SUITE 200 | DAYTON | OH | 45402 | 316000101 | 501(C)(3) | 30000 | GENERAL SUPPORT |
| DAYTON PUBLIC RADIO-WDPR | |||||||
| 126 N MAIN STREET SUITE 110 | DAYTON | OH | 45402 | 311007460 | 501(C)(3) | 5000 | GENERAL SUPPORT |
| EATON COMMUNITY SCHOOLS | |||||||
| 307 N CHERRY STREET | EATON | OH | 45320 | 310682544 | 501(C)(3) | 100000 | COMMUNITY ATHLETIC AND WELLNESS COMPLEX |
| ELDER HIGH SCHOOL | |||||||
| 3900 VINCENT AVENUE | CINCINNATI | OH | 45205 | 310538520 | 501(C)(3) | 9250 | ATHLETIC BOOSTERS |
| THE FOODBANK INC | |||||||
| 427 WASHINGTON STREET | DAYTON | OH | 45402 | 861082880 | 501(C)(3) | 5000 | GENERAL SUPPORT |
| FRIENDS OF AULLWOOD INC | |||||||
| 1000 AULLWOOD ROAD | DAYTON | OH | 454141129 | 310968010 | 501(C)(3) | 213100 | VARIOUS PROJECTS AND SCHOLARSHIPS |
| GREATER DAYTON PRO LIFE EDUCATION FOUNDATION | |||||||
| 425 N FINDLAY STREET | DAYTON | OH | 45404 | 310918872 | 501(C)(3) | 20000 | VARIOUS PROJECTS |
| HARVARD UNIVERSITY | |||||||
| 700 HOLYOKE CENTER | CAMBRIDGE | MA | 02138 | 530199180 | 501(C)(3) | 5000 | GENERAL SUPPORT |
| HEAVEN'S CORNER FOR ENDANGERED ANIMALS | |||||||
| 399 QUINN ROAD | WEST ALEXANDRIA | OH | 45381 | 311670901 | 501(C)(3) | 50000 | GENERAL SUPPORT |
| HOSPICE OF DAYTON FOUNDATION | |||||||
| 324 WILMINGTON AVENUE | DAYTON | OH | 45420 | 311769696 | 501(C)(3) | 96000 | GENERAL SUPPORT AND VARIOUS PROJECTS |
| CITY OF HUBER HEIGHTS | |||||||
| 6131 TAYLORSVILLE ROAD | DAYTON | OH | 454242951 | 316000101 | 501(C)(3) | 50000 | AMPHITHEATRE PROJECT |
| THE HUMAN RACE THEATRE COMPANY | |||||||
| 126 N MAIN STREET SUITE 300 | DAYTON | OH | 45402 | 311176135 | 501(C)(3) | 70500 | GENERAL SUPPORT AND VARIOUS PROJECTS |
| HUMANE SOCIETY OF GREATER DAYTON | |||||||
| 1661 NICHOLAS ROAD | DAYTON | OH | 45417 | 310537073 | 501(C)(3) | 25100 | GENERAL SUPPORT AND VARIOUS PROJECTS |
| KETTERING MEDICAL CENTER FOUNDATION | |||||||
| 3535 SOUTHERN BOULEVARD | KETTERING | OH | 45429 | 237419897 | 501(C)(3) | 17500 | GENERAL SUPPORT AND VARIOUS PROJECTS |
| LIMA CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 720 S CABLE ROAD | LIMA | OH | 458053496 | 344465253 | 501(C)(3) | 7000 | GENERAL SUPPORT |
| LIMA COMMUNITY FOUNDATION | |||||||
| PO BOX 1086 | LIMA | OH | 458021086 | 346577091 | 501(C)(3) | 10000 | GENERAL SUPPORT |
| METHODIST UNIVERSITY INC | |||||||
| 5400 RAMSEY STREET | FAYETTEVILLE | NC | 283111498 | 560657294 | 501(C)(3) | 14750 | GENERAL SUPPORT |
| MIAMI VALLEY HOSPITAL FOUNDATION | |||||||
| 31 WYOMING STREET | DAYTON | OH | 454092753 | 311040231 | 501(C)(3) | 30000 | GENERAL SUPPORT |
| MT ST MARY SEMINARY OF THE WEST ATHENAEUM OF OHIO NORWOOD | |||||||
| 6616 BEECHMONT AVENUE | CINCINNATI | OH | 45230 | 310537076 | 501(C)(3) | 15000 | GENERAL SUPPORT |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | 830204184 | 501(C)(3) | 5000 | WYSS CAMPUS |
| NEXT | |||||||
| PO BOX 77006 | SEATTLE | WA | 98177 | 208565593 | 501(C)(3) | 47229 | BIBLE PRINTING AND DISTRIBUTION |
| PREBLE COUNTY HISTORICAL SOCIETY INC | |||||||
| 7693 SWARTSEL ROAD | EATON | OH | 45320 | 237161557 | 501(C)(3) | 25000 | AMPITHEATER PROJECT |
| RIDING CENTRE ASSOCIATION | |||||||
| 1117 E HYDE ROAD | YELLOW SPRINGS | OH | 453879756 | 310835665 | 501(C)(3) | 7000 | GENERAL SUPPORT |
| SALEM CHURCH OF GOD | |||||||
| 6500 SOUTHWAY ROAD | CLAYTON | OH | 45315 | 310552292 | 501(C)(3) | 20472 | GENERAL SUPPORT |
| THE SALVATION ARMY | |||||||
| 1000 N KEOWEE STREET | DAYTON | OH | 45404 | 135562351 | 501(C)(3) | 63200 | GENERAL SUPPORT |
| SAMARITAN HEALTH FOUNDATION | |||||||
| 2222 PHILADELPHIA DRIVE SUITE 500 | DAYTON | OH | 45406 | 237296923 | 501(C)(3) | 101500 | GENERAL SUPPORT AND VARIOUS PROJECTS |
| THE SHAKA FRANKLIN FOUNDATION FOR YOUTH | |||||||
| 8101 E DARTMOUTH AVENUE 11 | DENVER | CO | 80231 | 841163379 | 501(C)(3) | 5000 | JAMAICA ICE HOCKEY TEAM |
| SMITH COLLEGE | |||||||
| 33 ELM STREET | NORTHAMPTON | MA | 01063 | 041843040 | 501(C)(3) | 7000 | TEBETAN STUDIES IN INDIA PROGRAM |
| SOUTHBROOK CHRISTIAN CHURCH | |||||||
| 9095 WASHINGTON CHURCH ROAD | MIAMISBURG | OH | 45342 | 311170733 | 501(C)(3) | 200000 | GENERAL SUPPORT |
| ST CHARLES PARISH CATHOLIC CHURCH | |||||||
| 2200 WEST ELM STREET | LIMA | OH | 45805 | 346407479 | 501(C)(3) | 7000 | GENERAL SUPPORT |
| ST CHARLES BORROMEO CHURCH | |||||||
| 4500 ACKERMAN BOULEVARD | KETTERING | OH | 45429 | 310656787 | 501(C)(3) | 19000 | GENERAL SUPPORT AND VARIOUS PROJECTS |
| ST GERARD CATHOLIC CHURCH | |||||||
| 240 W ROBB AVENUE | LIMA | OH | 45801 | 344429512 | 501(C)(3) | 7000 | GENERAL SUPPORT |
| ST JOHN'S CATHOLIC CHURCH | |||||||
| 777 S MAIN STREET | LIMA | OH | 45804 | 344466333 | 501(C)(3) | 7000 | GENERAL SUPPORT |
| ST JOSEPH CENTRAL CATHOLIC SCHOOL | |||||||
| 702 CROGHAN STREET | FREMONT | OH | 43420 | 310746247 | 501(C)(3) | 5000 | GENERAL SUPPORT |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| PO BOX 50 | MEMPHIS | TN | 381019929 | 620646012 | 501(C)(3) | 5000 | DISCOVER THE DREAM EVENT |
| ST MARY OF THE WOODS CHURCH | |||||||
| 464 MADISON AVENUE | RUSSELLS POINT | OH | 43348 | 344440865 | 501(C)(3) | 5000 | GENERAL SUPPORT |
| ST PETER'S EPISCOPAL CHURCH | |||||||
| PO BOX 390390 | CAMBRIDGE | MA | 02139 | 042182434 | 501(C)(3) | 5000 | GENERAL SUPPORT |
| ST ROSE CATHOLIC CHURCH | |||||||
| 222 S WEST STREET | LIMA | OH | 45801 | 344435166 | 501(C)(3) | 7000 | GENERAL SUPPORT |
| THINK TANK INC | |||||||
| 137 E MAIN STREET SUITE 125 | SPRINGFIELD | OH | 45502 | 203742833 | 501(C)(3) | 25000 | CIRCLES FOUNDATION |
| UNITED WAY OF CHITTENDEN COUNTY INC | |||||||
| 412 FARRELL STREET SUITE 200 | SOUTH BURLINGTON | VT | 05403 | 030217229 | 501(C)(3) | 5000 | VERMONT DISASTER RELIEF FUND |
| UNITED WAY OF LEE COUNTY INC | |||||||
| 7273 CONCOURSE DRIVE | FT MEYERS | FL | 33908 | 591005169 | 501(C)(3) | 5000 | LEE AND COLLIER COUNTIES |
| UNITED WAY OF THE GREATER DAYTON AREA | |||||||
| 33 W FIRST STREET SUITE 500 | DAYTON | OH | 45402 | 310536658 | 501(C)(3) | 17000 | TOCQUEVILLE SOCIETY |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||
| 1200 TENTH AVENUE S | BIRMINGHAM | AL | 352941280 | 636005396 | 501(C)(3) | 10000 | ANTARCTICA RESEARCH |
| UNIVERSITY OF DAYTON | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 454692964 | 310536715 | 501(C)(3) | 196000 | GENERAL SUPPORT, VARIOUS PROJECTS AND SCHOLARSHIPS |
| VANDALIA-BUTLER EMERGENCY FOOD CENTER | |||||||
| PO BOX 141 | VANDALIA | OH | 45377 | 311678743 | 501(C)(3) | 5000 | GENERAL SUPPORT |
| VICTORIA THEATRE ASSOCIATION | |||||||
| 138 N MAIN STREET | DAYTON | OH | 45402 | 310897638 | 501(C)(3) | 12100 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 61 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: DAYTON FOUNDATION PLUS, INC. REVIEWS ALL RECOMMENDATIONS FOR THE USE OF GRANT FUNDS TO ASSURE THAT THEY WILL BE USED EXCLUSIVELY FOR CHARITABLE PURPOSES. ALL DISTRIBUTIONS ARE MADE DIRECTLY TO THE CHARITABLE ORGANIZATION TO WHICH THE GRANT IS AWARDED. ALL GRANT APPLICATIONS ARE REVEIWED TO INSURE THAT DISTRIBUTIONS WILL NOT BE USED FOR ANY PRIVATE BENEFIT OR FOR ANY POLITICAL ACTIVITIES OR CAMPAIGNS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL M PARKS | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 334491 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 12652 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 347143 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1965112 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | VARIOUS BROKERS/BANKS ARE USED TO SELL DONATED SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WILL BE E-MAILED TO THE OFFICERS OF THE GOVERNING BODY FOR THEIR REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD AND COMMITTEE MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,833,338. ADJUSTMENT TO BENEFICIAL INTEREST IN LEAD TRUST 79,291. INTERFUND TRANSFER TO THE DAYTON FOUNDATION (31-6027287) -15,000. TOTAL TO FORM 990, PART XI, LINE 5: -1,769,047. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE PROCESSES FOR OVERSEEING THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED SINCE THE PRIOR YEAR. | |
| FORM 990, PART IX, LINE 24A | ADMINISTRATIVE FEES PAID TO THE DAYTON FOUNDATION. OPERATING EXPENSES ARE PAID BY THE DAYTON FOUNDATION, INC. FUNDS IN THE DAYTON FOUNDATION PLUS, INC. ARE ASSESSED FEES THAT ARE TRANSFERRED TO THE DAYTON FOUNDATION TO OFFSET THE COSTS INCURRED TO OPERATE DAYTON FOUNDATION, PLUS, INC. | OTHER EXPENSES |
| FORM 990, PART IX, LINE 24D | LIQUIDATION FEES ON GIFTS OF SECURITIES. | OTHER EXPENSES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| THE DAYTON FOUNDATION PLUS REALTY TWO LLC | |||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 371568670 | HOLDS TITLE TO HAWTHORNE HILL--ORVILLE WRIGHT'S HISTORIC HOME | OH | 0 | 3713000 | DAYTON FOUNDATION PLUS INC |
| THE DAYTON FOUNDATION PLUS REALTY THREE LLC | |||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 208251097 | CHARITABLE--INACTIVE SINGLE-MEMBER LLC | OH | DAYTON FOUNDATION PLUS INC | ||
Form990 Schedule R Part II Form990ScheduleRPartII (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE DAYTON FOUNDATION | |||||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 316027287 | COMMUNITY FOUNDATION | OH | 501(C)(3) | 170(B)(1) (A)(VI) | N/A | 0 | |
| THE DAYTON FOUNDATION DEPOSITORY | |||||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 311044298 | COMMUNITY FOUNDATION | OH | 501(C)(3) | 170(B)(1) (A)(VI) | 0 | THE DAYTON FOUNDATION | |
| DAYTON FOUNDATION CHARITABLE ACCOUNTS INC | |||||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 311330325 | SUPPORTING ORGANIZATION | OH | 501(C)(3) | 509(A)(3) | 0 | THE DAYTON FOUNDATION | |
| DAYTON HISTORY | |||||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 316037490 | SUPPORTING ORGANIZATION | OH | 501(C)(3) | 509(A)(3) | 0 | THE DAYTON FOUNDATION | |
| THE OHIO COMMUNITY POOLED ANNUITY TRUST | |||||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 593788888 | SUPPORTING ORGANIZATION | OH | 501(C)(3) | 509(A)(3) | 0 | THE DAYTON FOUNDATION | |
| THE DISABILITY FOUNDATION | |||||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 311725978 | SUPPORTING ORGANIZATION | OH | 501(C)(3) | 509(A)(3) | 0 | THE DAYTON FOUNDATION | |
| RAIDER PAVILION FOUNDATION | |||||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 200443066 | SUPPORTING ORGANIZATION | OH | 501(C)(3) | 509(A)(3) | 0 | THE DAYTON FOUNDATION | |
| GREENER PASTURES FOUNDATION | |||||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 311725746 | SUPPORTING ORGANIZATION | OH | 501(C)(3) | 509(A)(3) | 0 | THE DAYTON FOUNDATION | |
| AMERICAN SOCIETY OF EPHESUS | |||||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 346560998 | SUPPORTING ORGANIZATION | OH | 501(C)(3) | 509(A)(3) | 0 | THE DAYTON FOUNDATION | |
| THE GLENNON FAMILY CHARITABLE TRUST | |||||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 316615264 | SUPPORTING ORGANIZATION | OH | 501(C)(3) | 509(A)(3) | 0 | THE DAYTON FOUNDATION | |
| THE HUNDRED CLUB OF DAYTON | |||||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 237046227 | SUPPORTING ORGANIZATION | OH | 501(C)(3) | 509(A)(3) | 0 | THE DAYTON FOUNDATION | |
| THE HARRY W AND MARGARET MOORE FOUNDATION INC | |||||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 316040186 | SUPPORTING ORGANIZATION | OH | 501(C)(3) | 509(A)(3) | 0 | THE DAYTON FOUNDATION | |
| MORAINE CADDY SCHOLARSHIP FUND | |||||||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | 311773877 | SUPPORTING ORGANIZATION | OH | 501(C)(3) | 509(A)(3) | 0 | THE DAYTON FOUNDATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE DAYTON FOUNDATION | ||
| O | 188066 | ACTUAL EXPENSES |
| THE DAYTON FOUNDATION | ||
| B | 19500 | ACTUAL AMOUNT |
| DAYTON HISTORY | ||
| B | 122000 | ACTUAL AMOUNT |
| THE DAYTON FOUNDATION DEPOSITORY | ||
| B | 20000 | ACTUAL AMOUNT |
| THE DAYTON FOUNDATION | ||
| Q | 15000 | ACTUAL AMOUNT |