2021-05-15T07:30:48-05:00 2020-06-30 310796034 FLAGEL HUBER FLAGEL 3400 SOUTH DIXIE DRIVE DAYTON OH 45439 990 2019-07-01 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 2021-05-12 1 CHARLES CRAFT P00013094 9372993400 2019 2022-09-23 18:48:47Z STEPHEN D DARNELL 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 638189 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. 15 15 0 0 0 0 19680 283490 0 0 399741 354699 0 0 419421 638189 396746 354428 0 0 0 0 0 0 0 423971 296810 820717 651238 -401296 -13049 6816750 6637042 6816750 6637042 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 544574 354428 DURING THE YEAR, THE DAYTON FOUNDATION CHARITABLE ACCOUNTS, INC. APPROVED 118 GRANTS TO 81 DIFFERENT CHARITABLE ORGANIZATIONS FROM 22 FUNDS. 544574 1 1 0 0 0 1 0 0 0 0 0 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 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 CRAIG J BROWN GOVERNING BOARD MEMBER 0.25 X 0 0 0 DAVID T MILLER GOVERNING BOARD MEMBER 0.25 X 0 0 0 ANITA J MOORE GOVERNING BOARD MEMBER 0.25 X 0 0 0 J NORMAN ECKSTEIN GOVERNING BOARD MEMBER 0.25 X 0 0 0 DR RATNA PALAKODETI GOVERNING BOARD MEMBER 0.25 X 0 0 0 JAMES R PANCOAST CHAIR, GOVERNING BOARD 0.25 X 0 0 0 WILLIAM L GILLISPIE GOVERNING BOARD MEMBER 0.25 X 0 0 0 LISA E HANAUER GOVERNING BOARD MEMBER 0.25 X 0 0 0 MAUREEN A LYNCH 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 523438 21458 STEPHEN D DARNELL V.P. FINANCE 0.75 X 0 130419 14430 JOSEPH B BALDASARE CHIEF DEVELOPMENT OFFICER 0.75 X 0 164562 40 S TRACIE BOSHEARS ASSISTANT TREASURER 0.75 X 0 68307 222 MICHELLE LOVELY V.P. DEVELOPMENT 0.75 X 0 166730 17338 JEANNE S HOLIHAN ADMINISTRATION VP 0.75 X 0 151555 114 NAN-C MOSS VAN VP SCHOLARSHIP SERVICES 0.75 X 0 69807 3281 CHRIS SMITH VP MARKETING & PUBLIC RELA 0.75 X 0 107628 6130 BARBRA STONEROCK COMMUNITY ENGAGEMENT 0.75 X 0 129118 114 0 1511564 63127 0 0 1 0 0 10000 273490 33940 283490 145324 145324 209375 0 209375 209375 209375 638189 0 0 354699 354428 354428 49449 49449 1238 1238 190146 190146 MISC--SEE SCHEDULE O 55638 55638 MISC--SEE SCHEDULE O 339 339 651238 544574 106664 0 165597 136646 1983 1359 6649170 6499037 6816750 6637042 88 1000 6815750 6636954 6816750 6637042 X 0 0 6816750 6637042 X -13049 -165747 178796 X X 0 1 X 1 0 X X 1 THE DAYTON FOUNDATION 316027287 7 1 651237 0 1 651237 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 28 273490 354428 6636954 1 1 0 AGENT LIABILITIES 6636954 6636954 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, 2020. THE FOUNDATION'S FORM 990, RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX, FOR THE YEARS ENDED JUNE 30, 2017 THROUGH 2019 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 AMERICAN HEART ASSOCIATION INC 7272 GREENVILLE AVENUE DALLAS TX 752314596 135613797 501(C)(3) 5000 GENERAL SUPPORT ARCHBISHOP ALTER HIGH SCHOOL 940 E DAVID ROAD DAYTON OH 454295512 310652528 SCHOOL 5000 GENERAL SUPPORT CENTER FOR REPRODUCTIVE RIGHTS 199 WALTER STREET 22ND FLOOR NEW YORK NY 10038 133669731 501(C)(3) 28700 UNRESTRICTED CHAMINADE JULIENNE CATHOLIC HIGH SCHOOL 505 S LUDLOW STREET DAYTON OH 454029847 310832408 SCHOOL 7000 UNRESTRICTED DAYTON HISTORY 1000 CARRILLON BOULEVARD DAYTON OH 45409 316037490 501(C)(3) 12200 UNRESTRICTED AND VARIOUS PROJECTS FIRST UNITED METHODIST CHURCH 113 W CENTRAL AVENUE VAN WERT OH 45891 344451869 501(C)(3) 10000 UNRESTRICTED GUTTMACHER INSTITUTE 125 MAIDEN LANE 7TH FLOOR NEW YORK NY 10038 132890727 501(C)(3) 28700 UNRESTRICTED HOUSE OF BREAD PO BOX 60277 DAYTON OH 454026422 311076425 501(C)(3) 16000 UNRESTRICTED & BILL EVANS GUEST ASSISTANCE FUND MULTIPLE MYELOMA RESEARCH FOUNDATION 383 MAIN AVENUE 5TH FLOOR NORWALK CT 06851 061504413 501(C)(3) 5000 UNRESTRICTED NATIONAL FAMILY PLANNING AND REPRODUTIVE HEALTH ASSOC INC 1025 VERMONT AVE NW SUITE 800 WASHINGTON DC 20005 237323629 501(C)(3) 28700 UNRESTRICTED NATIONWIDE CHILDRENS HOSPITAL FOUNDATION 700 CHILDRENS DRIVE COLUMBUS OH 43215 311036370 501(C)(3) 86000 SCHOLARSHIP FOR CARDIAC FELLOWS OTTERBEIN UNIVERSITY 1 S GROVE ST WESTERVILLE OH 43081 314379532 501(C)(3) 5000 UNRESTRICTED SIMON KENTON BRIDGES OF HOPE PO BOX 241 XENIA OH 45385 810827749 501(C)(3) 5000 UNRESTRICTED ST CHARLES BORROMEO CHURCH 4500 ACKERMAN BLVD KETTERING OH 45429 310656787 CHURCH 5000 UNRESTRICTED THE FOODBANK INC 56 ARMOR PLACE DAYTON OH 45417 861082880 501(C)(3) 5000 COVID-19 ASSISTANCE THE HOPE FOUNDATION 24 FRANK LLOYD WRIGHT DRIVE ANN ARBOR MI 48105 742655302 501(C)(3) 5000 UNRESTRICTED THE SALVATION ARMY 1000 N KEOWEE STREET DAYTON OH 45404 135562351 501(C)(3) 9180 UNRESTRICTED & RED KETTLE CLUB VAN WERT COUNTY FOUNDATION 138 E MAIN STREET VAN WERT OH 45891 340907558 501(C)(3) 6000 SELF-RELIANCE AWARD 15 3 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 350987 0 89044 0 83407 0 0 0 21458 0 544896 0 0 JOSEPH B BALDASARE CHIEF DEVELOPMENT OFFICER 0 150928 0 0 0 13634 0 0 0 40 0 164602 0 0 MICHELLE LOVELY V.P. DEVELOPMENT 0 154304 0 0 0 12426 0 0 0 17338 0 184068 0 0 JEANNE S HOLIHAN ADMINISTRATION VP 0 142388 0 0 0 9167 0 0 0 114 0 151669 0 0 X 2 33940 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. 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 178,796. 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 DAYTON HISTORY 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 316037490 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 MORAINE CADDY SCHOLARSHIP FUND 1401 S MAIN STREET SUITE 100 DAYTON OH 45409 311773877 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 0 0