2011-02-15T07:43:57-06:00 2010-06-30 Flagel Huber Flagel & Co 3400 South Dixie Drive Dayton OH 45439 990 2009-07-01 542101090 DAYTON FOUNDATION PLUS INC DAYT 9372220410 500 KETTERING TOWER DAYTON OH 45423 MICHAEL M PARKS 9372220410 2011-02-09 1 Charles Craft 9372993400 2009 2016-02-24 21:20:13Z MICHAEL M PARKS 500 KETTERING TOWER DAYTON OH 45423 5627413 0 X WWW.DAYTONFOUNDATION.ORG X 2003 OH 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. 15 15 0 0 0 0 1057261 4526034 0 -1150254 1101379 0 -92993 5627413 3126741 1871662 0 0 0 0 529416 573036 3656157 2444698 -3749150 3182715 31746455 36773792 102621 196804 31643834 36576988 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. 0 0 1871662 0 DURING THE YEAR, DAYTON FOUNDATION PLUS, INC. MADE 234 GRANTS TO 135 DIFFERENT CHARITABLE ORGANIZATIONS FROM 37 FUNDS. 127702 0 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. 18350 0 VARIOUS PROGRAM EXPENSES PAID FROM THE JACK W. & SALLY D. EICHELBERGER FOUNDATION FUND. 2017714 1 1 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X The Organization 9372220410 500 KETTERING TOWER DAYTON OH 45423 CHARLES A JONES 0.30 X 0 0 0 THOMAS G BREITENBACH 0.30 X 0 0 0 FRANZ J HOGE 0.30 X 0 0 0 ELLEN IRELAND 0.30 X 0 0 0 HELEN JONES-KELLEY 0.30 X 0 0 0 JAMIE KING 0.30 X 0 0 0 DR GARY L LEROY 0.30 X 0 0 0 CRAIG J BROWN 0.30 X 0 0 0 VICKI PEGG 0.30 X 0 0 0 DOUG C SCHOLZ 0.30 X 0 0 0 RICHARD W SCHWARTZ 0.30 X 0 0 0 FRED C SETZER JR 0.30 X 0 0 0 JEROME TATAR 0.30 X 0 0 0 FRED E WEBER 0.30 X 0 0 0 ANITA J MOORE 0.30 X 0 0 0 COLLEEN M RYAN 0.30 X 0 0 0 CHARLES G SCHROEDER 0.30 X 0 0 0 MICHAEL M PARKS 0.80 X X X 0 302218 11020 STEPHEN D DARNELL 0.80 X 0 86483 8923 JOSEPH B BALDASARE 0.80 X 0 110524 6963 DEBORAH L GURKLIES 0.80 X 0 85867 3245 DIANE K TIMMONS 0.80 X 0 84815 4255 S TRACIE BOSHEARS 0.80 X 0 49264 2167 0 719171 36573 0 0 1 0 0 4526034 571519 4526034 902317 902317 199062 199062 199062 5627413 0 0 1101379 1871662 1871662 152799 152799 112890 112890 MISC--SEE SCHEDULE O 160448 160448 PROGRAM EXPENSES 146052 146052 MISC--SEE SCHEDULE O 847 847 2444698 2017714 426984 0 1743604 1734048 5577806 5602074 50738 51310 3713000 3713000 3713000 20288356 25295018 372951 378342 31746455 36773792 102621 196804 102621 196804 X 27323127 32316083 4320707 4260905 31643834 36576988 31746455 36773792 X 0 1 1 X 0 X X X 0 0 0 THE DAYTON FOUNDATION 316027287 7 1 1 1 2365005 1 2365005 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37 4526034 1871662 25295018 1 1 31643834 4526034 2772125 1871662 179249 314094 36576988 38468695 1057261 -4225965 3126741 221810 307606 31643834 0.88350 0.11650 0 0 3713000 3713000 3713000 5627413 2444698 3182715 1670746 79693 1750439 4933154 7298159 1670746 1670746 5627413 0 5627413 2365005 -79693 -79693 2444698 0 2444698 Part V, Line 4: Description of Intended Use of Endowment Funds: 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. Part X: Description of Uncertain Tax Positions Under FIN 48: 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, 2010. Part XI, Line 8 - Other Adjustments: ADJUSTMENT TO BENEFICIAL INTEREST IN LEAD TRUST: 79693. Part XIII, Line 2d - Other Adjustments: ADJUSTMENT TO BENEFICIAL INTEREST IN LEAD TRUST: -79693. 1 American Red Cross National Headquarters PO Box 37243 Washington DC 20013 530196605 501(c)(3) 15000 Disaster Relief Fund for Haiti American Red Cross Dayton Area Chapter PO Box 517 370 W First Street Dayton OH 45401 310537493 501(c)(3) 5500 Haiti Earthquake Relief Archbishop Alter High School 940 E David Road Kettering OH 45429 310652528 501(c)(3) 134362 General Support, Capital Campaign Arthur Morgan Institute for Community Solutions PO Box 243 Yellow Springs OH 45387 310502562 501(c)(3) 61494 General Support Calvary Chapel of the Sandhills 201 West South Street PO Box 102 Aberdeen NC 28315 562103846 501(c)(3) 20000 General Support Catholic Relief Services PO Box 17152 Baltimore MD 21298 135563422 501(c)(3) 10000 Haiti Relief Fund Catholic Social Services of the Miami Valley 922 W Riverview Avenue Dayton OH 45402 310536645 501(c)(3) 56500 General Support Children's Medical Center Foundation One Childrens Plaza Dayton OH 45404 311045247 501(c)(3) 25050 General Support Christ Episcopal Church 20 W First Street Dayton OH 454021269 310549097 501(c)(3) 15000 General Support CITYFOLK 126 N Main Street Suite 220 Dayton OH 45402 311030297 501(c)(3) 40000 General Support Dayton Crayons to Classrooms 1511 Kuntz Road Dayton OH 454041232 261594574 501(c)(3) 5000 General Support Culture Works 126 N Main Street Suite 210 Dayton OH 454021766 237412338 501(c)(3) 53700 General Support Daybreak 605 S Patterson Boulevard Dayton OH 45402 310864474 501(c)(3) 23000 General Support Dayton History 1000 Carillon Boulevard Dayton OH 454092023 316037490 501(c)(3) 93000 General Support Dayton Philharmonic Orchestra Association 109 N Main Street Suite 200 Dayton OH 45402 316000101 501(c)(3) 10000 General Support Elder High School 3900 Vincent Avenue Cincinnati OH 45205 310538520 501(c)(3) 9650 General Support Elizabeth's New Life Center 359 Forest Avenue Suite 203 Dayton OH 45405 311381901 501(c)(3) 5100 General Support First Tee Chapter of the Sandhills 295 Pinehurst Avenue Suite 1-A Southern Pines NC 28387 562248641 501(c)(3) 10000 General Support Friends of Aullwood Inc 1000 Aullwood Road Dayton OH 454141129 310968010 501(c)(3) 122125 General Support Greater Dayton Pro Life Education Foundation DBA Life Resource Center 425 N Findlay Street Dayton OH 45404 310918872 501(c)(3) 30000 General Support Harvard College 124 Mount Auburn Street Cambridge MA 02138 042103580 501(c)(3) 10000 General Support HOSPICE OF DAYTON FOUNDATION 324 WILMINGTON AVE DAYTON OH 45420 311769696 501(c)(3) 55700 GENERAL SUPPORT The Human Race Theatre Company 126 N Main Street Suite 300 Dayton OH 45402 311176135 501(c)(3) 50000 General Support K12 GALLERY FOR YOUNG PEOPLE 510 E THIRD STREET DAYTON OH 45402 311459482 501(C)(3) 13000 GENERAL SUPPORT Lima Community Foundation PO Box 1086 Lima OH 458021086 346577091 501(c)(3) 10000 General Support Miami Valley Hospital Foundation 31 Wyoming Street Dayton OH 454092753 311040231 501(c)(3) 37500 General Support MIAMI VALLEY LITERACY COUNCIL 333 W FIRST STREET SUITE 130 DAYTON OH 45402 237120146 501(c)(3) 24000 GENERAL SUPPORT Moraine Caddy Scholarship Fund 500 Kettering Tower Dayton OH 45423 311773877 501(c)(3) 25000 The Moraine Caddy Scholarship Fund Mt St Mary Seminary of the West Athenaeum of Ohio Norwood 6616 Beechmont Avenue Cincinnati OH 45230 310537076 501(c)(3) 30000 General Support Olney Friends School 61830 Sandy Ridge Road Barnesville OH 437139706 340235480 501(c)(3) 40000 New Gymnasium Riding Centre Association 1117 E Hyde Road Yellow Springs OH 453879756 310835665 501(c)(3) 6000 General Support Salem Church of God PO Box 39 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) 54500 General Support Joseph J and Marie P Schedel Foundation 19255 W Portage River South Road Elmore OH 43416 346557721 501(c)(3) 10000 General Support Smith College 33 Elm Street Northampton MA 010630024 041843040 501(c)(3) 7500 Five College Tibetan Studies in India Program St Charles Parish Catholic Church 2200 West Elm Street Lima OH 45805 346407479 501(c)(3) 14000 General Support St Charles Borromeo Church 4500 Ackerman Boulevard Kettering OH 45429 310656787 501(c)(3) 10420 General Support St Joseph Central Catholic School 702 Croghan Street Fremont OH 43420 310746247 501(c)(3) 5000 General Support St Leonard 8100 Clyo Road Centerville OH 45458 341940863 501(c)(3) 30000 Capital Campaign St Leonard Foundation 8100 Clyo Road Centerville OH 45458 320102715 501(c)(3) 50000 Capital Campaign St Peter in Chains Cathedral 325 West 8th Street Cincinnati OH 45202 310537508 501(c)(3) 5000 General Support St Peter's Episcopal Church PO Box 390390 Cambridge MA 02139 042182434 501(c)(3) 8000 Afterworks Program St Vincent de Paul Society 1133 S Edwin C Moses Boulevard Suite 300 Dayton OH 45417 311011485 501(c)(3) 5900 Supportive Transitional Housing Program United Way of Lee County Inc 7275 Concourse Drive Ft Meyers FL 33908 591005169 501(c)(3) 5000 General Support United Way of the Greater Dayton Area 33 W First Street Suite 500 Dayton OH 45402 310536658 501(c)(3) 26000 General Support University of Dayton 300 College Park Dayton OH 454692964 310536715 501(c)(3) 322000 General Support VICTORIA THEATRE ASSOCIATION 138 N MAIN STREET DAYTon OH 45402 310897638 501(c)(3) 11000 GENERAL SUPPORT Wegerzyn Gardens Foundation 1301 E Siebenthaler Avenue Dayton OH 45414 593767465 501(c)(3) 9500 General Support Westminster Presbyterian Church 125 N Wilkinson Street Dayton OH 45402 310537175 501(c)(3) 15000 General Support YMCA of Greater Dayton 111 W First Street Suite 207 Dayton OH 454021105 310537517 501(c)(3) 6000 General Support Young Life PO Box 520 Colorado Springs CO 809010520 840385934 501(c)(3) 31500 General Support 51 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL M PARKS 0 302218 0 0 0 0 0 0 0 11020 0 313238 0 0 X 3 571519 FMV ON DATE OF GIFT 0 0 1 1 Third Party Use: Part I, Line 32b: VARIOUS BROKERS/BANKS ARE USED TO SELL DONATED SECURITIES. 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 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 OTHER EXPENSES 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 OFFSETT THE COSTS INCURRED TO OPERATE DAYTON FOUNDATION, PLUS, INC. FORM 990, PART IX, LINE 24c OTHER EXPENSES LIQUIDATION FEES ON GIFTS OF SECURITIES. 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 THE DAYTON FOUNDATION 500 KETTERING TOWER DAYTON OH 45423 316027287 COMMUNITY FOUNDATION OH 501(C)(3) 170(B)(1) (A)(VI) N/A THE DAYTON FOUNDATION DEPOSITORY 500 KETTERING TOWER DAYTON OH 45423 311044298 COMMUNITY FOUNDATION OH 501(C)(3) 170(B)(1) (A)(VI) THE DAYTON FOUNDATION DAYTON FOUNDATION CHARITABLE ACCOUNTS INC 500 KETTERING TOWER DAYTON OH 45423 311330325 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) THE DAYTON FOUNDATION DAYTON HISTORY 500 KETTERING TOWER DAYTON OH 45423 316037490 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) 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) THE DAYTON FOUNDATION THE DISABILITY FOUNDATION 500 KETTERING TOWER DAYTON OH 45423 311725978 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) THE DAYTON FOUNDATION RAIDER PAVILION FOUNDATION 500 KETTERING TOWER DAYTON OH 45423 200443066 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) THE DAYTON FOUNDATION GREENER PASTURES FOUNDATION 500 KETTERING TOWER DAYTON OH 45423 311725746 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) THE DAYTON FOUNDATION AMERICAN SOCIETY OF EPHESUS 500 KETTERING TOWER DAYTON OH 45423 346560998 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) THE DAYTON FOUNDATION THE GLENNON FAMILY CHARITABLE TRUST 500 KETTERING TOWER DAYTON OH 45423 316615264 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) THE DAYTON FOUNDATION THE HUNDRED CLUB OF DAYTON 500 KETTERING TOWER DAYTON OH 45423 237046227 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) 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) THE DAYTON FOUNDATION MORAINE CADDY SCHOLARSHIP FUND 500 KETTERING TOWER DAYTON OH 45423 311773877 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) THE DAYTON FOUNDATION 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 THE DAYTON FOUNDATION O 160448 THE DAYTON FOUNDATION Q 22065 DAYTON HISTORY B 93000 MORAINE CADDY SCHOLARSHIP FUND B 25000 DAYTON FOUNDATION DEPOSITORY Q 90825