2013-05-03T13:51:21-05:00 2012-06-30 310796034 FLAGEL HUBER FLAGEL 3400 SOUTH DIXIE DRIVE DAYTON OH 45439 990 2011-07-01 316037490 DAYTON HISTORY DAYT 9372932841 1000 CARILLON BOULEVARD DAYTON OH 454092023 BRADY KRESS 9372932841 2013-03-21 1 CHARLES CRAFT P00013094 9372993400 2011 2016-02-25 16:41:14Z BRADY KRESS 1000 CARILLON BOULEVARD DAYTON OH 454092023 6973457 0 X WWW.DAYTONHISTORY.ORG X 1943 OH TO OPERATE A HISTORICAL PARK AND MUSEUMS IN THE DAYTON, OH AREA. 17 17 105 0 536886 -21941 3132879 4865619 1497848 1345204 76560 42160 212368 524999 4919655 6777982 0 0 0 0 1281583 1378490 0 0 168227 2101626 2122997 3383209 3501487 1536446 3276495 31439585 34304776 1093208 1097001 30346377 33207775 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 779183 154932 EDUCATIONAL SERVICES: GUIDED TOURS, HERITAGE DINING, ANNUAL HERITAGE FESTIVAL, SUMMER EDUCATIONAL CAMPS, HISTORICAL REENACTMENTS 1578784 369286 MUSEUM SERVICES: COLLECTIONS, ARTIFACTS AND EXHIBIT MAINTENANCE AND PRESERVATION OF BUILDINGS WHICH HOUSE HISTORICAL ARTIFACTS 645086 452061 DEVELOPMENT AND MARKETING: ADMISSIONS, SPECIAL PARK EVENTS, EVENT RENTALS, MEMBERSHIP DEVELOPMENT 3003053 1 1 0 0 0 0 0 1 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 31 0 1 105 1 1 1 0 0 0 0 1 1 0 0 X 17 17 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 ERIC CLUXTON 1.00 X 0 0 0 DEAN ALEXANDER 1.00 X 0 0 0 KATE ERVIN 1.00 X 0 0 0 ED GALLAGHER 1.00 X 0 0 0 ROBERT GRESHAM 1.00 X 0 0 0 ELLEN IRELAND 1.00 X 0 0 0 RAYMOND KEYTON 1.00 X 0 0 0 MICHAEL LEESMAN 1.00 X 0 0 0 PAUL MORMAN 1.00 X 0 0 0 BARBARA O'HARA 1.00 X 0 0 0 ALEXANDER HUFFMAN OLLINGER 1.00 X 0 0 0 VINCENT RUSSELL 1.00 X 0 0 0 STEPHEN WRIGHT 1.00 X 0 0 0 BRANDY KRESS 40.00 X 90144 0 5110 RON ROLLINS 1.00 X 0 0 0 RYAN POWELL 1.00 X 0 0 0 BOB TAFT 1.00 X 0 0 0 JAY SCHWIETERMAN 1.00 X 0 0 0 90144 0 5110 0 0 0 0 0 164513 33950 61000 4606156 329833 4865619 FACILITY RENTAL EVENTS 532000 536886 536886 MANAGEMENT FEES 541610 369286 369286 MUSEUM ADMISSIONS 713990 220940 220940 DEVELOPMENTAL PROGRAM 713990 84125 84125 MUSEUM PROGRAM EVENTS 713990 71554 71554 62413 62413 1345204 49220 49220 75568 0 75568 75568 75568 -7060 -7060 -7060 31576 33950 26759 4817 4817 354623 168716 185907 185907 MISC--SEE SCHEDULE O 900099 258707 258707 258707 6777982 1252932 536886 122545 106959 32088 42783 32088 1037606 945633 44925 47048 23257 18939 3148 1170 99675 80824 10487 8364 110993 99823 6937 4233 1656 1656 14850 14850 13815 13815 9126 9126 51335 47961 3374 70569 56978 7091 6500 25812 2999 22813 303352 288121 7731 7500 423 423 8766 470 8296 9672 9672 767208 759536 7672 40311 40311 CONTRACTED SERVICES 186424 108903 77521 0 DEVELOPMENT ACTIVITIES 141580 80292 0 61288 FACILITY RENTAL EVENTS 131955 131955 0 0 SATISFACTION OF PROGRAM 74068 74068 0 0 272075 233729 38310 36 3501487 3003053 330207 168227 90832 59847 319379 1092023 2154239 3872086 94149 85724 67551 72851 16015 13001 26070101 8161594 17292310 17908507 1829742 1750055 9575368 9450682 31439585 34304776 301038 272045 183143 65929 459027 759027 150000 0 1093208 1097001 X 19716474 20184373 2550385 5323726 8079518 7699676 30346377 33207775 31439585 34304776 X 3276495 -415097 X X 0 1 1 X 0 X X X 0 0 0 THE DAYTON FOUNDATION 316027287 509(A)(1) 1 1 1 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 355487 -6060 7831 341596 304808 57679 7000 355487 278757 39782 -13731 304808 367338 -62754 25827 278757 1.00000 1 0 233116 233116 18772584 5284015 13488569 829455 671646 157809 6234946 2205933 4029013 17908507 SECURITIES AND OTHER INVESTMENTS 1750055 F 1750055 COLLECTIONS 2054112 BENEFICIAL INTEREST IN PERPETUAL TRUST 7383372 CONSTRUCTION IN PROCESS 13198 9450682 6777982 3501487 3276495 -35255 -379842 -415097 2861398 6553445 -35255 8900 -184367 -210722 6764167 13815 13815 6777982 3692047 8900 195475 204375 3487672 13815 13815 3501487 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 DISCLOSURES. THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDED JUNE 30, 2009 THROUGH 2011 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 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -379,842. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -379,842. COST OF SALES 168,716. SPECIAL EVENTS COSTS RECLASSIFIED ON FORM 990 26,759. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 168,716. SPECIAL EVENTS COST RECLASSIFIED ON FORM 990 26,759. RINGING IN THE LIGHTS 65526 33950 31576 26759 0 65526 33950 31576 26759 26759 4817 X 1 280000 APPRAISAL X VARIOUS 87 49833 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -35,255. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -379,842. TOTAL TO FORM 990, PART XI, LINE 5: -415,097. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PREVIOUS YEAR. OTHER REVENUE FORM 990, PART VIII, LINE 11A INCOME FROM PERPETUAL TRUST DISTRIBUTION DAYTON HISTORY REALTY LLC--USES DAYTON HISTORY EIN 1000 CARILLON BLVD DAYTON OH 45409 316037490 REAL ESTATE MANAGEMENT OH 0 0 DAYTON HISTORY CARILLON CATERING 1000 CARILLON BLVD DAYTON OH 45409 273797767 HOSPITALITY MANAGEMENT OH 0 0 DAYTON HISTORY THE DAYTON FOUNDATION 500 KETTERING TOWER DAYTON OH 45423 316027287 COMMUNITY FOUNDATION OH 501(C)(3) 170(B)(1)(A)(VI) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0