2024-05-14T11:01:24-05:00 2023-06-30 310796034 FLAGEL HUBER FLAGEL 3400 SOUTH DIXIE DRIVE DAYTON OH 45439 990 2022-07-01 311330325 DAYTON FOUNDATION CHARITABLE ACCOUNTS INC DAYT 9372220410 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 STEPHEN D DARNELL V.P. OF FINANCE 9372220410 2024-05-13 1 STEPHEN DARNELL 999009999 1 KEVIN HAGSTROM P01342096 9372993400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X STEPHEN D DARNELL 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 224947 0 X WWW.DAYTONFOUNDATION.ORG X 1991 OH SEE 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. X 15 15 0 0 0 0 26500 36701 0 0 492763 188246 0 0 519263 224947 303801 152191 0 0 0 0 0 0 0 496377 6003567 800178 6155758 -280915 -5930811 6007611 0 6007611 0 0 0 X DAYTON 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. 0 0 6107387 152191 DURING THE YEAR, THE DAYTON FOUNDATION CHARITABLE ACCOUNTS, INC. MADE 64 GRANTS TO 56 DIFFERENT CHARITABLE ORGANIZATIONS FROM 15 FUNDS. 6107387 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 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 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 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 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 RAKESH ARORA GOVERNING BOARD MEMBER 0.25 X 0 0 0 DAVID T MILLER CHAIR GOVERNING BOARD 0.25 X 0 0 0 ART HARLAN GOVERNING BOARD MEMBER 0.25 X 0 0 0 J NORMAN ECKSTEIN GOVERNING BOARD MEMBER 0.25 X 0 0 0 L TONY ORTIZ GOVERNING BOARD MEMBER 0.25 X 0 0 0 ALICE MCCOLLUM GOVERNING BOARD MEMBER 0.25 X 0 0 0 VALERIE LEMMIE GOVERNING BOARD MEMBER 0.25 X 0 0 0 JOSH STUCKEY GOVERNING BOARD MEMBER 0.25 X 0 0 0 MARTHA SHAKER GOVERNING BOARD MEMBER 0.25 X 0 0 0 MARVA COSBY GOVERNING BOARD MEMBER 0.25 X 0 0 0 THOMAS J BECKER GOVERNING BOARD MEMBER 0.25 X 0 0 0 GEORGE E FOREST GOVERNING BOARD MEMBER 0.25 X 0 0 0 CASSIE BARLOW GOVERNING BOARD MEMBER 0.25 X 0 0 0 JANICE L CULVER GOVERNING BOARD MEMBER 0.25 X 0 0 0 JAMES VAUGHN GOVERNING BOARD MEMBER 0.25 X 0 0 0 MICHAEL M PARKS PRESIDENT/SECRETARY 0.75 X 0 753621 20807 STEPHEN D DARNELL V.P. FINANCE 0.75 X 0 145491 16508 JOSEPH B BALDASARE CHIEF DEVELOPMENT OFFICER 0.75 X 0 130945 38 S TRACIE BOSHEARS ASSISTANT TREASURER 0.75 X 0 71454 4129 MICHELLE LOVELY V.P. DEVELOPMENT 0.75 X 0 192276 19014 JEANNE S HOLIHAN ADMINISTRATION VP 0.75 X 0 192891 147 CHRIS SMITH VP MARKETING & PUBLIC RELA 0.75 X 0 129621 5751 BARBRA STONEROCK COMMUNITY ENGAGEMENT 0.75 X 0 143957 336 0 1760256 66730 0 0 1 0 0 36701 36701 77333 77333 110913 0 110913 110913 110913 224947 0 0 188246 152191 152191 20608 20608 5955196 5955196 MISC--SEE SCHEDULE O 26534 26534 MISC--SEE SCHEDULE O 1229 1229 6155758 6107387 48371 0 133906 0 0 0 1139 0 0 0 0 0 0 0 5872566 0 0 0 0 0 6007611 0 6007611 0 6007611 0 X 0 0 6007611 0 X -5930811 -76800 6007611 X X 0 1 X 1 0 X X 1 THE DAYTON FOUNDATION 316027287 7 1 6155758 0 1 6155758 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 36701 152191 0 1 1 0 X PART X, LINE 2: 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, 2023. THE FOUNDATION'S FORM 990, RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX, FOR THE YEARS ENDED JUNE 30, 2020 THROUGH 2022 COULD BE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. HOWEVER, THERE ARE NO AUDITS OR EXAMINATIONS IN PROGRESS. 1 DAYTON HISTORY 1000 CARILLON BOULEVARD DAYTON OH 454092023 501 C3 11250 0 UNRESTRICTED AND VARIOUS PROJECTS MULTIPLE MYELOMA RESEARCH FOUNDATION 383 MAIN AVENUE 5TH FLOOR NORWALK CT 06851 501 C3 7000 0 UNRESTRICTED NATIONWIDE CHILDRENS HOSPITAL FOUNDATION 700 CHILDRENS DRIVE COLUMBUS OH 43215 501 C3 5400 0 FOR FUNDING OF RESPITE/RECHARGE ROOMS THE SALVATION ARMY EAST TERRITORY RAY AND JOAN KROC CORPS COMMUNITY CENTER DAYTON OH 45404 501 C3 8000 0 UNRESTRICTED WAWASEE AREA CONSERVANCY FOUNDATION INC PO BOX 548 SYRACUSE IN 46567 501 C3 9400 0 UNRESTRICTED CHAMINADE JULIENNE CATHOLIC HIGH SCHOOL 505 S LUDLOW ST DAYTON OH 45402 310832408 501 C3 7500 0 UNRESTRICTED AMERICAN RED CROSS NATIONAL HEADQUARTERS PO BOX 37243 WASHINGTON DC 20013 530196605 501 C3 8000 0 UNRESTRICTED DAYTON PERFORMING ARTS ALLIANCE 126 N MAIN ST SUITE 210 DAYTON OH 45402 316000101 501 C3 10500 0 UNRESRICTED RONALD MCDONALD HOUSE CHARITIES OF NORTH CENTRAL FLORIDA 2121 SW 16TH STREET GAINESVILLE FL 32608 591887896 501 C3 12000 0 VARIOUS PROJECTS ST CHRISTOPHER SCHOOL 405 E NATIONAL RD VANDALIA OH 46567 310621118 501 C3 7500 0 UNRESTRICTED 10 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. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL M PARKS PRESIDENT/SECRETARY 0 476427 0 176000 0 101194 0 0 0 20807 0 774428 0 0 MICHELLE LOVELY V.P. DEVELOPMENT 0 177237 0 0 0 15039 0 0 0 19014 0 211290 0 0 JEANNE S HOLIHAN ADMINISTRATION VP 0 178931 0 0 0 13960 0 0 0 147 0 193038 0 0 STEPHEN D DARNELL V.P. FINANCE 0 132205 0 0 0 13286 0 0 0 16508 0 161999 0 0 X 1 30701 FMV ON DATE OF GIFT 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES THE DAYTON FOUNDATION, INC., A RELATED ORGANIZATION, TO PROCESS NON-CASH CONTRIBUTIONS. TRANSFER TO DAYTON FOUNDATION DEPOSITORY 2022-12-31 42419 CASH 311044298 DAYTON FOUNDATION DEPOSITORY 1401 S MAIN STREET STE 100 DAYTON OH 45409 501(C)(3) TRANSFER TO THE DAYTON FOUNDATION 2022-12-31 5907977 CASH 316027287 THE DAYTON FOUNDATION 1401 S MAIN STREET STE 100 DAYTON OH 45409 501(C)(3) 1 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: MICHAEL M. PARKSMICHELLE LOVELYJOSEPH B. BALDASAREJEANNE S. HOLIHANSTEPHEN D. DARNELLBARBARA STONEROCKCHRIS SMITHS. TRACIE BOSHEARS PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: ALL OF THE PERSONS LISTED ABOVE ARE THE CURENT OFFICERS AND EMPLOYEES OF THE DAYTON FOUNDTION. THE DAYTON FOUNDATION CHARITABLE ACCOUNTS WAS A TYPE II SUPPORTING ORGANIZATION FOR THE DAYTON FOUNDATION.ALL OF THE PERSONS LISTED ABOVE ARE THE CURRENT OFFICERS OF THE DAYTON FOUNDATION DEPOSITORY, WHICH IS ALSO A TYPE II SUPORTING ORGANIZATION OF THE DAYTON FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B 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 9: CHANGE IN VALUE OF FUNDS HELD FOR OTHERS 6,007,611. 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, OTHER EXPENSES: ADMINISTRATIVE 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 24B, OTHER EXPENSES: LIQUIDATION FEES PAID ON GIFTS OF SECURITIES AND CREDIT CARD FEES. STATEMENT REGARDING OPERATING EXPENSES: THE DAYTON FOUNDATION, AS IT IS KNOWN PUBLICLY, IS COMPOSED OF A NUMBER OF LEGAL ENTITIES. THE TOTAL ASSETS OF ALL THESE ENTITIES COMPRISE THE ORGANTIZATION 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 ENTITES. IN TOTAL, TWELVE LEGAL ENTITIES COMPRISE THE DAYTON FOUNDATION. THE DAYTON FOUNDATION 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 316027287 COMMUNITY FOUNDATION OH 501(C)(3) 170(B)(1) (A)(VI) N/A 0 THE DAYTON FOUNDATION DEPOSITORY 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 311044298 COMMUNITY FOUNDATION OH 501(C)(3) 170(B)(1) (A)(VI) THE DAYTON FOUNDATION 0 THE DAYTON FOUNDATION PLUS INC 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 542101090 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) THE DAYTON FOUNDATION 0 THE OHIO COMMUNITY POOLED ANNUITY TRUST 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 593788888 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) THE DAYTON FOUNDATION 0 THE DISABILITY FOUNDATION 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 311725978 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) THE DAYTON FOUNDATION 0 GREENER PASTURES FOUNDATION 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 311725746 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) THE DAYTON FOUNDATION 0 THE HUNDRED CLUB OF DAYTON 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 237046227 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) THE DAYTON FOUNDATION 0 THE HARRY W AND MARGARET MOORE FOUNDATION INC 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 316040186 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) THE DAYTON FOUNDATION 0 LEARN TO EARN DAYTON 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 810823777 SUPPORTING ORGANIZATION OH 501(C)(3) 509(A)(3) THE DAYTON FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0