2020-07-13T08:20:39-05:00 2019-06-30 351476702 BRADY WARE & SCHOENFELD INC 3601 RIGBY ROAD SUITE 400 DAYTON OH 45342 990 2018-07-01 316037490 DAYTON HISTORY DAYT 9372932841 1000 CARILLON BOULEVARD DAYTON OH 454092023 BRADY KRESS PRESIDENT/CEO 9372932841 2020-07-10 1 THOMAS J GMEINER CPA P00197565 9372235247 2020-07-10 64.141.187.4 2020-07-10 11:14:05 ED P 83203A605FBB55B39A27F505A811942A47843142 83203A605FBB55B39A27F505A811942A47843142 2018 2021-01-29 14:40:06Z BRADY KRESS 1000 CARILLON BOULEVARD DAYTON OH 45409 8966980 0 X WWW.DAYTONHISTORY.ORG X 1940 OH TO OPERATE A HISTORICAL PARK AND MUSEUMS IN THE DAYTON, OH AREA. 17 16 234 500 295534 5811 7477660 4231073 2041835 2063023 148622 153361 1559998 1645984 11228115 8093441 0 0 0 0 2121414 2242211 0 0 119281 3261442 3324963 5382856 5567174 5845259 2526267 50824446 55880169 311825 2690148 50512621 53190021 X DAYTON HISTORY'S PURPOSE IS TO PROMOTE AND DISSEMINATE HISTORICAL KNOWLEDGE OF DAYTON AND MONTGOMERY COUNTY, OHIO AND THE SURROUNDING MIAMI VALLEY REGION, TO COLLECT AND PRESERVE HISTORICAL MATERIALS, TO RESTORE AND MAINTAIN LOCAL HISTORICAL BUILDINGS AND SITES AND TO PROVIDE QUALITY EDUCATIONAL EXPERIENCES FOR THE ENTIRE COMMUNITY. 0 0 2041538 262683 EDUCATIONAL SERVICES: GUIDED TOURS, HERITAGE DINING, ANNUAL HERITAGE FESTIVAL, SUMMER EDUCATIONAL CAMPS, HISTORICAL REENACTMENTS 2127554 701485 MUSEUM SERVICES: COLLECTIONS, ARTIFACTS AND EXHIBIT MAINTENANCE AND PRESERVATION OF BUILDINGS WHICH HOUSE HISTORICAL ARTIFACTS 680628 1099732 DEVELOPMENT AND MARKETING: ADMISSIONS, SPECIAL PARK EVENTS, EVENT RENTALS, MEMBERSHIP DEVELOPMENT 4849720 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 1 0 0 0 1 43 0 1 234 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X THE ORGANIZATION 9372932841 1000 CARILLON BOULEVARD DAYTON OH 454092023 MICHAEL LEESMAN CHAIR 1.00 X X 0 0 0 VALERIE LEMMIE VICE CHAIR 1.00 X X 0 0 0 JULIE SULLIVAN SECRETARY 1.00 X X 0 0 0 ROLAND GORDON TREASURER 1.00 X X 0 0 0 JERRY DURST BOARD MEMBER 1.00 X 0 0 0 GEORGE FOREST BOARD MEMBER 1.00 X 0 0 0 NICK KEYES BOARD MEMBER 1.00 X 0 0 0 PAUL LOCKHART BOARD MEMBER 1.00 X 0 0 0 KAREN MARSHAL BOARD MEMBER 1.00 X 0 0 0 RICK OMLOR BOARD MEMBER 1.00 X 0 0 0 MARY RIECK BOARD MEMBER 1.00 X 0 0 0 ROBERT TAFT BOARD MEMBER 1.00 X 0 0 0 KENDALL THOMPSON EX OFFICIO MEMBER 1.00 X 0 0 0 TIM WHITE JR BOARD MEMBER 1.00 X 0 0 0 MERLE WILBERDING BOARD MEMBER 1.00 X 0 0 0 STEPHEN WRIGHT BOARD MEMBER 1.00 X 0 0 0 BRADY KRESS PRESIDENT/CEO 40.00 X 138779 0 4540 138779 0 4540 1 0 0 0 0 382041 51925 21022 3776085 37278 4231073 MANAGEMENT FEES 541610 701485 701485 MUSEUM ADMISSIONS 713990 531402 531402 FACILITY RENTAL EVENTS 532000 295534 295534 DEVELOPMENTAL PROGRAM EVENTS 713990 271919 271919 MUSEUM PROGRAM EVENTS 713990 262683 262683 2063023 97949 97949 87076 0 87076 87076 87076 262655 207243 55412 55412 55412 97080 51925 41601 55479 55479 1785442 624695 1160747 1160747 INCOME FROM PERPETUAL TRUST DISTR 900099 337526 337526 MISCELLANEOUS 713990 5156 5156 342682 8093441 3270918 295534 295916 138780 20817 48573 69390 1766295 1541023 225272 146587 130586 15758 243 190549 169109 19029 2411 17484 17484 47539 8143 39396 189519 189519 88802 57049 31753 61643 7327 54316 425927 425927 2738 2738 2738 2738 1011729 1001611 10118 90619 90619 SPECIAL PROJECTS 318298 318298 CONTRACTED SERVICES 301573 249088 52485 DEVELOPMENT ACTIVITIES 172371 125134 47237 SUPPLIES 122372 112923 9449 471611 397071 74540 5567174 4849720 598173 119281 397633 211584 4285532 2790251 3505381 3685946 247808 304636 138725 195351 54496 34464 34824437 14467196 19880619 20357241 2240835 2399117 20073417 25901579 50824446 55880169 284190 1274325 27635 60216 0 1355607 311825 2690148 X 31368242 31308244 9479012 12150655 9665367 9731122 50512621 53190021 50824446 55880169 X 2526267 85378 65755 X X 0 1 X 1 0 X X X 1 THE DAYTON FOUNDATION 316027287 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10070512 X X X 0 0 494435 1786 12435 1832 506824 459989 4349 43085 12988 494435 410496 56396 6903 459989 432182 -1403 20283 410496 412904 20578 1300 432182 1.00000 1 0 233116 233116 25247813 9325976 15921837 1437651 1160057 277594 7905857 3981163 3924694 20357241 COLLECTIONS 10070512 BENEFICIAL INTEREST IN PERPETUAL TRUST 9414818 CONSTRUCTION IN PROCESS 6416249 25901579 X 8894593 85378 1207 732051 818636 8075957 17484 17484 8093441 6217193 1207 666296 667503 5549690 17484 17484 5567174 PART III, LINE 4: THE COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. THE COLLECTIONS ARE ON DISPLAY IN VARIOUS EXHIBITS AT THE PARK. IT IS THE POLICY OF THE ORGANIZATION THAT PROCEEDS FROM THE SALE OF ANY COLLECTION ITEMS ARE TO BE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS. PART X, LINE 2: THE ORGANIZATION 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. THE ORGANIZATION HAS NO TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDED JUNE 30, 2016 THROUGH 2018 COULD BE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. HOWEVER, THERE ARE CURRENTLY NO AUDITS OR EXAMINATIONS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 65,755. COGS 624,695. FUNDRAISING EXPENSES 41,601. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 624,695. SPECIAL EVENTS COSTS RECLASSIFIED ON FORM 990 41,601. RINGING IN THE HOLIDAYS 71360 34725 36635 10409 FLEURS DE FETE 77645 17200 60445 31192 149005 51925 97080 41601 41601 55479 MARY RIECK BOARD MEMBER 115586 HVAC 0 SCHEDULE L PART IV MARY RIECK'S COMPANY, RIECK MECHANICAL, IS A HVAC CONTRACTOR AND PERFORMED WORK FOR THE ORGANIZATION AT LESS THAN OR EQUAL TO FAIR MARKET VALUE RATES. X VARIOUS 119 37278 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THIRD PARTY BROKERAGE SERVICES ARE USED TO RECEIVE AND SELL SECURITIES FOR THE ENTITY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE, WHICH MAKES A RECOMMENDATION TO THE GOVERNING BOARD TO FILE THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS HANDED OUT, SIGNED OFF, AND REVIEWED BY THE FINANCE COMMITTEE CHAIR ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIRMAN OF THE BOARD, WHO IS ALSO THE HEAD OF THE EXECUTIVE COMMITTEE, CONDUCTS THE REVIEW, MAKES THE COMPENSATION RECOMMENDATION, AND ADVISES THE EXECUTIVE COMMITTEE, WHO MAKES THE DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 65,755. FORM 990, PART XII, LINE 2C THERE HAS BEEM NO CHANGE IN THIS PROCESS FROM THE PREVIOUS YEAR. DAYTON HISTORY REALTY LLC 1000 CARILLON BLVD DAYTON OH 45409 316037490 REAL ESTATE MANAGEMENT OH DAYTON HISTORY CARILLON CATERING 1000 CARILLON BLVD DAYTON OH 45409 273797767 HOSPITALITY MANAGEMENT OH DAYTON HISTORY HAWTHORNE HILL LLC 1000 CARILLON BLVD DAYTON OH 45409 316037490 HISTORIC PROPERTY MANAGEMENT OH DAYTON HISTORY PATTERSON HOMESTEAD LLC 1000 CARILLON BLVD DAYTON OH 45409 316037490 HISTORIC PROPERTY MANAGEMENT OH DAYTON HISTORY DAYTON HISTORY HERITAGE HOUSE LLC 1000 CARILLON BLVD DAYTON OH 45409 316037490 HISTORIC PROPERTY MANAGEMENT OH DAYTON HISTORY THE DAYTON FOUNDATION 40 N MAIN ST STE 500 DAYTON OH 45423 316027287 COMMUNITY FOUNDATION OH 501(C)(3) 170(B)(1)(A) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1