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DAYTON FOUNDATION CHARITABLE: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
DAYTON FOUNDATION CHARITABLE (EIN 31-1330325)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-15
IRS object ID
201241369349303384
Schema version
2010v3.4
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-15T11:38:48-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FLAGEL HUBER FLAGEL & COBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13400 SOUTH DIXIE DRIVEAddressLine1
CityDAYTONCity
StateOHState
ZIP Code45439ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN311330325EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1DAYTON FOUNDATION CHARITABLE ACCOUNTS INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlDAYTNameControl
Phone9372220410Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 KETTERING TOWERAddressLine1
CityDAYTONCity
StateOHState
ZIP Code45423ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICHAEL M PARKSName
TitlePRESIDENTTitle
Phone9372220410Phone
Date Signed2012-05-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCHARLES CRAFTName
Phone9372993400Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMICHAEL M PARKSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1500 KETTERING TOWERAddressLine1
CityDAYTONCity
StateOHState
ZIP Code45423ZIPCode
FieldValueIRS element (for citing)
Gross Receipts253107GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.DAYTONFOUNDATION.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1991YearFormation
State Legal DomicileOHStateLegalDomicile
Activity Or Mission DescriptionSEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENTDAYTON FOUNDATION CHARITABLE ACCOUNTS, 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 CHARITABLE ACCOUNTS, INC. THE DAYTON FOUNDATION FORMED DAYTON FOUNDATION CHARITABLE ACCOUNTS, INC. AS A DONOR-DESIGNATED ENDOWMENT FUND 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, AND IN A MANNER SUPPORTIVE OF THE CHARITABLE PURPOSES OF THE DAYTON FOUNDATION.ActivityOrMissionDescription
Nbr Voting Members Governing Body15NbrVotingMembersGoverningBody
Nbr Independent Voting Members15NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year44773ContributionsGrantsPriorYear
Contributions Grants Current Year43527ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year98619InvestmentIncomePriorYear
Investment Income Current Year209580InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year143392TotalRevenuePriorYear
Total Revenue Current Year253107TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year277686GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY306497GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year81609OtherExpensePriorYear
Other Expenses Current Year93217OtherExpensesCurrentYear
Total Expenses Prior Year359295TotalExpensesPriorYear
Total Expenses Current Year399714TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-215903RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-146607RevenuesLessExpensesCY
Total Assets BOY4338187TotalAssetsBOY
Total Assets EOY4896227TotalAssetsEOY
Total Liabilities BOY1600TotalLiabilitiesBOY
Total Liabilities EOY6656TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4336587NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4889571NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionDAYTON FOUNDATION CHARITABLE ACCOUNTS, 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 CHARITABLE ACCOUNTS, INC. THE DAYTON FOUNDATION FORMED DAYTON FOUNDATION CHARITABLE ACCOUNTS, INC. AS A DONOR-DESIGNATED ENDOWMENT FUND 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, AND IN A MANNER SUPPORTIVE OF THE CHARITABLE PURPOSES OF THE DAYTON FOUNDATION.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense306497Expense
DescriptionDURING THE YEAR, THE DAYTON FOUNDATION CHARITABLE ACCOUNTS, INC. MADE 262 GRANTS TO 178 DIFFERENT CHARITABLE ORGANIZATIONS FROM 37 FUNDS.Description
Total Program Service Expense306497TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members15NbrVotingGoverningBodyMembers
Number Independent Voting Members15NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9372220410TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1500 KETTERING TOWERAddressLine1
CityDAYTONCity
StateOHState
ZIP Code45423ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (26 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
CHARLES A JONES
GOVERNING BOARD MEMBER0.30X000
THOMAS G BREITENBACH
GOVERNING BOARD MEMBER0.30X000
FRANZ J HOGE
GOVERNING BOARD MEMBER0.30X000
ELLEN IRELAND
GOVERNING BOARD MEMBER0.30X000
HELEN JONES-KELLEY
GOVERNING BOARD MEMBER0.30X000
DR GARY L LEROY
GOVERNING BOARD MEMBER0.30X000
CRAIG J BROWN
GOVERNING BOARD MEMBER0.30X000
VICKI PEGG
GOVERNING BOARD MEMBER0.30X000
DOUG C SCHOLZ
GOVERNING BOARD MEMBER0.30X000
RICHARD W SCHWARTZ
GOVERNING BOARD MEMBER0.30X000
FRED C SETZER JR
GOVERNING BOARD MEMBER0.30X000
JEROME TATAR
GOVERNING BOARD MEMBER0.30X000
FRED E WEBER
GOVERNING BOARD MEMBER0.30X000
ANITA J MOORE
GOVERNING BOARD MEMBER0.30X000
COLLEEN M RYAN
GOVERNING BOARD MEMBER0.30X000
CHARLES G SCHROEDER
GOVERNING BOARD MEMBER0.30X000
J NORMAN ECKSTEIN
GOVERNING BOARD MEMBER0.30X000
DR RATNA PALAKODETI
GOVERNING BOARD MEMBER0.30X000
JAMES R PANCOAST
GOVERNING BOARD MEMBER0.30X000
MICHAEL M PARKS
PRESIDENT/SECRETARY0.80039586111594XXX
STEPHEN D DARNELL
V.P. FINANCE0.8008670911221X
JOSEPH B BALDASARE
V.P. DEVELOPMENT0.8001108717218X
DEBORAH L DULANEY
ADMINISTRATION DIRECTOR0.800954963805X
DIANE K TIMMONS
V.P. GRANTS & PROGRAMS0.800879403551X
S TRACIE BOSHEARS
ASSISTANT TREASURER0.800493661844X
JAMIE KING
GOVERNING BOARD MEMBER0.30000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs826243TotalReportableCompFrmRltdOrgs
Total Other Compensation39233TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions43527AllOtherContributions
Noncash Contributions8978NoncashContributions
Total Contributions43527TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column117579TotalRevenueColumn
Exclusion$117,579ExclusionAmount

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities92001Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column92001TotalRevenueColumn
Exclusion$92,001ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column253107TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$209,580ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total306497Total
Program Services306497ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total36522Total
Management And General36522ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total1183Total
Management And General1183ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total9838Total
Management And General9838ManagementAndGeneral

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
MISC--SEE SCHEDULE O4555445554
MISC--SEE SCHEDULE O120120

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total399714Total
Program Services306497ProgramServices
Management And General93217ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY211443BOY
EOY145954EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2306BOY
EOY0EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY4124438BOY
EOY4750273EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY4338187BOY
EOY4896227EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY1600BOY
EOY6656EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1600BOY
EOY6656EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY4336587BOY
EOY4889571EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4336587BOY
EOY4889571EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4338187BOY
EOY4896227EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-146607ReconcilationRevenueExpenses
Reconcilation Other Changes699591ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type2XSupportingOrg509a3Type2
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE DAYTON FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
EIN316027287EIN
Type Of Organization7TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$399,714Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts399714SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number Funds Held37NumberFundsHeld
Contrib To Funds And Other Accounts43527ContribToFundsAndOtherAccounts
Grants Funds And Other Accounts306497GrantsFundsAndOtherAccounts
Aggregate Fund Value4896227AggregateFundValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance4336587BeginningOfYearBalance
Contributions43527Contributions
Investment Earnings Or Losses872649InvestmentEarningsOrLosses
Grants Or Scholarships306497GrantsOrScholarships
Other Expenditures9838OtherExpenditures
Administrative Expenses46857AdministrativeExpenses
End Of Year Balance4889571EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance4183178BeginningOfYearBalance
Contributions44773Contributions
Investment Earnings Or Losses433215InvestmentEarningsOrLosses
Grants Or Scholarships277686GrantsOrScholarships
Administrative Expenses46893AdministrativeExpenses
End Of Year Balance4336587EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3730050BeginningOfYearBalance
Contributions1324469Contributions
Investment Earnings Or Losses-577836InvestmentEarningsOrLosses
Grants Or Scholarships233543GrantsOrScholarships
Administrative Expenses59962AdministrativeExpenses
End Of Year Balance4183178EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Total Revenue253107TotalRevenue
Total Expenses399714TotalExpenses
Excess Or Deficit For Year-146607ExcessOrDeficitForYear
Net Unrealized GL On Investments699591NetUnrealizedGLOnInvestments
Total Adjustments699591TotalAdjustments
Excess Or Deficit Per FS552984ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt952698TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments699591NetUnrealizedGainsInvestments
Revenue Not Rptd F990699591RevenueNotRptdF990
Revenue Subtotal253107RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990253107TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt399714TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal399714ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990399714TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
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, 2011.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (18 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistancePurpose Of GrantPurposeOfGrant
AMERICAN LUNG ASSOCIATION OF OHIO
1950 ARLINGATE LANECOLUMBUSOH43228314379531501(C)(3)5000N/AN/AGENERAL SUPPORT
AMERICAN RED CROSS DAYTON AREA CHAPTER
370 W FIRST ST PO BOX 517DAYTONOH45401310537493501(C)(3)6500N/AN/AGENERAL SUPPORT AND DISASTER RELIEF FUND
ASHLAND UNIVERSITY
305 FOUNDERS HALLASHLANDOH44805340714626501(C)(3)15000N/AN/AKEM HALL ENDOWMENT FUND
THE DAYTON ART INSTITUTE
456 BELMONTE PARK NORTHDAYTONOH45405310537480501(C)(3)12800N/AN/AGENERAL SUPPORT
DAYTON PHILHARMONIC ORCHESTRA ASSOCIATION
109 N MAIN ST SUITE 200DAYTONOH45402316000101501(C)(3)18699N/AN/AGENERAL SUPPORT AND VARIOUS PROJECTS
EMMANUEL LUTHERAN CHURCH
4865 WILMINGTON PIKEDAYTONOH45440310838106501(C)(3)5000N/AN/AGENERAL SUPPORT
GRACE LUTHERAN CHURCH
860 BANYAN BOULEVARDNAPLESFL34102596217292501(C)(3)5000N/AN/AGENERAL SUPPORT
GRACEWORKS LUTHERAN SERVICES
6430 INNER MISSION WAYDAYTONOH45459310540159501(C)(3)7500N/AN/AVARIOUS PROJECTS
KETTERING HOLIDAY AT HOME FOUNDATION
PO BOX 292564DAYTONOH45429311195311501(C)(3)10000N/AN/AGENERAL SUPPORT
HOSPICE OF DAYTON FOUNDATION
324 WILMINGTON AVEDAYTONOH45420311769696501(C)(3)5700N/AN/AGENERAL SUPPORT
KETTERING MEDICAL CENTER FOUNDATION
3535 SOUTHERN BOULEVARDKETTERINGOH45429237419897501(C)(3)10000N/AN/ASCHUSTER HEART HOSPITAL
THE SALVATION ARMY
1000 N KEOWEE STDAYTONOH45404135562351501(C)(3)6900N/AN/AGENERAL SUPPORT
SICSA
2600 WILMINGTON PIKEKETTERINGOH45419237367199501(C)(3)21394N/AN/AGENERAL SUPPORT AND PURCHASE OF VAN
ST PAUL THE APOSTLE CATHOLIC CHURCH
313 NORTH STATE STREETWESTERVILLEOH43082314424935501(C)(3)5000N/AN/AGENERAL SUPPORT
VAN WERT HIGH SCHOOL BAND PARENTS
PO BOX 1032VAN WERTOH45891900428274501(C)(3)10000N/AN/APODIUM, COMPUTER AND PERCUSSION EQUIPMENT
WELLNESS COMMUNITY GREATER CINCINNATI
8044 MONTGOMERY ROAD SUITE 385CINCINNATIOH45236311287785501(C)(3)5000N/AN/AGENERAL SUPPORT
WRIGHT STATE UNIVERSITY FOUNDATION
3640 COLONEL GLENN HIGHWAYDAYTONOH45324237019799501(C)(3)13850N/AN/AVARIOUS PROJECTS AND SCHOLARSHIPS
YMCA OF GREATER DAYTON
111 W FIRST ST SUITE 207DAYTONOH45402310537517501(C)(3)13400N/AN/AGENERAL SUPPORT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants18TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: AS DETAILED IN THE ENTITY'S ARTICLES OF INCORPORATION, DAYTON FOUNDATION CHARITABLE ACCOUNTS, 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 REVIEWED TO INSURE THAT DISTRIBUTIONS WILL NOT BE USED FOR ANY PRIVATE BENEFIT OR FOR ANY POLITICAL ACTIVITIES OR CAMPAIGNS.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonMICHAEL M PARKSNamePerson
Base Compensation Filing Org0BaseCompensationFilingOrg
Comp Based On Related Orgs279035CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs116826BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs11594NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org0TotalCompensationFilingOrg
Total Compensation Related Orgs407455TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 WILL BE E-MAILED TO THE OFFICERS OF THE GOVERNING BODY FOR THEIR REVIEW.
ALL BOARD AND COMMITTEE MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS.FORM 990, PART VI, SECTION B, LINE 12C
THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 699,591.FORM 990, PART XI, LINE 5:
THE PROCESSES FOR OVERSEEING THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED SINCE THE PRIOR YEAR.FORM 990, PART XII, LINE 2C:
OTHER EXPENSESADMINISTRATIVE FEES PAID TO THE DAYTON FOUNDATION. OPERATING EXPENSES ARE PAID BY THE DAYTON FOUNDATION, INC. FUNDS IN THE DAYTON FOUNDATION CHARITABLE ACCOUNTS, INC. ARE ASSESSED FEES THAT ARE TRANSFERRED TO THE DAYTON FOUNDATION, INC. TO OFFSET THE COSTS INCURRED TO OPERATE DAYTON FOUNDATION CHARITABLE ACCOUNTS, INC.FORM 990, PART IX, LINE 24A
OTHER EXPENSESLIQUIDATION FEES PAID ON GIFTS OF SECURITIES AND CREDIT CARD FEES.FORM 990, PART IX, LINE 24B
STATEMENT REGARDING OPERATING EXPENSESTHE DAYTON FOUNDATION, AS IT IS KNOWN PUBLICLY, IS COMPOSED OF A NUMBER OF LEGAL ENTITIES. THE TOTAL ASSETS OF ALL THESE ENTITIES COMPRISE THE ORGANIZATION THAT THE PUBLIC KNOWS AS "THE DAYTON FOUNDATION." THE PRIMARY RELATED ENTITIES ARE: DAYTON FOUNDATION DEPOSITORY EIN 31-1044298, DAYTON FOUNDATION CHARITABLE ACCOUNTS, INC. EIN 31-1330325, AND DAYTON FOUNDATION PLUS, INC., EIN 54-2101090. THE OPERATING EXPENSES FOR THESE FOUR PRIMARY ENTITIES RESIDE WITH THE DAYTON FOUNDATION, EIN 31-6027287, EVEN THOUGH THEY ARE USED TO SERVICE ALL OF THESE ENTITIES. IN TOTAL, FIFTEEN LEGAL ENTITIES COMPRISE THE DAYTON FOUNDATION.FORM 990, PART IX, LINE 24A

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (13 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
THE DAYTON FOUNDATION
500 KETTERING TOWERDAYTONOH45423316027287COMMUNITY FOUNDATIONOH501(C)(3)170(B)(1) (A)(VI)N/A0
THE DAYTON FOUNDATION DEPOSITORY
500 KETTERING TOWERDAYTONOH45423311044298COMMUNITY FOUNDATIONOH501(C)(3)170(B)(1) (A)(VI)0THE DAYTON FOUNDATION
THE DAYTON FOUNDATION PLUS INC
500 KETTERING TOWERDAYTONOH45423542101090SUPPORTING ORGANIZATIONOH501(C)(3)509(A)(3)0THE DAYTON FOUNDATION
DAYTON HISTORY
500 KETTERING TOWERDAYTONOH45423316037490SUPPORTING ORGANIZATIONOH501(C)(3)509(A)(3)0THE DAYTON FOUNDATION
THE OHIO COMMUNITY POOLED ANNUITY TRUST
500 KETTERING TOWERDAYTONOH45423593788888SUPPORTING ORGANIZATIONOH501(C)(3)509(A)(3)0THE DAYTON FOUNDATION
THE DISABILITY FOUNDATION
500 KETTERING TOWERDAYTONOH45423311725978SUPPORTING ORGANIZATIONOH501(C)(3)509(A)(3)0THE DAYTON FOUNDATION
RAIDER PAVILION FOUNDATION
500 KETTERING TOWERDAYTONOH45423200443066SUPPORTING ORGANIZATIONOH501(C)(3)509(A)(3)0THE DAYTON FOUNDATION
GREENER PASTURES FOUNDATION
500 KETTERING TOWERDAYTONOH45423311725746SUPPORTING ORGANIZATIONOH501(C)(3)509(A)(3)0THE DAYTON FOUNDATION
AMERICAN SOCIETY OF EPHESUS
500 KETTERING TOWERDAYTONOH45423346560998SUPPORTING ORGANIZATIONOH501(C)(3)509(A)(3)0THE DAYTON FOUNDATION
THE GLENNON FAMILY CHARITABLE TRUST
500 KETTERING TOWERDAYTONOH45423316615264SUPPORTING ORGANIZATIONOH501(C)(3)509(A)(3)0THE DAYTON FOUNDATION
THE HUNDRED CLUB OF DAYTON
500 KETTERING TOWERDAYTONOH45423237046227SUPPORTING ORGANIZATIONOH501(C)(3)509(A)(3)0THE DAYTON FOUNDATION
THE HARRY W AND MARGARET MOORE FOUNDATION INC
500 KETTERING TOWERDAYTONOH45423316040186SUPPORTING ORGANIZATIONOH501(C)(3)509(A)(3)0THE DAYTON FOUNDATION
MORAINE CADDY SCHOLARSHIP FUND
500 KETTERING TOWERDAYTONOH45423311773877SUPPORTING ORGANIZATIONOH501(C)(3)509(A)(3)0THE DAYTON FOUNDATION
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
THE DAYTON FOUNDATION
O45554ACTUAL EXPENSES
THE DAYTON FOUNDATION
Q9838ACTUAL AMOUNT TRANSFERRED