2011-11-14T15:04:12-06:00 2011-06-30 BATTELLE & BATTELLE LLP 2000 WEST DOROTHY LANE DAYTON OH 45439 990 2010-07-01 316615264 THE GLENNON FAMILY CHARITABLE TRUST C/O THE DAYTON FOUNDATION GLEN 9372220410 500 KETTERING TOWER DAYTON OH 45423 MICHAEL M PARKS 9372220410 2011-11-08 1 KAREN O CRIM 9372980201 2010 2016-03-07 17:11:31Z MICHAEL M PARKS 500 KETTERING TOWER DAYTON OH 45423 59053 0 X N/A X 1999 OH TO PERFORM THE FUNCTIONS OF AND/OR CARRY OUT THE PURPOSES OF THE DAYTON FOUNDATION. 4 3 0 4 59053 -548 0 0 0 0 0 0 -25441 59053 -25441 59053 81400 77900 0 0 0 0 0 0 0 4855 14164 86255 92064 -111696 -33011 2417366 2433359 0 0 2417366 2433359 X TO PERFORM THE FUNCTIONS OF AND/OR CARRY OUT THE PURPOSES OF THE DAYTON FOUNDATION, AN OHIO PUBLICLY SUPPORTED COMMUNITY FOUNDATION, BY REASON OF BEING OPERATED IN CONNECTION WITH THE DAYTON FOUNDATION WITHIN THE MEANING OF SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE AND TREASURY REGULATION SECTIONS 1.509(A)-4(I)(2)(II)(A) AND (D) AND 1.509(A)-4(I)(3)(II). 0 0 77900 77900 THE DAYTON FOUNDATION HAS IDENTIFIED A NUMBER OF COMMUNITY INITIATIVES THAT IT HAS ASKED THE TRUSTEES TO SUPPORT BY MAKING DIRECT GRANTS TO CHARITABLE ORGANIZATIONS UNDERTAKING RESPONSIBILITY FOR THESE INITIATIVES. THESE INITIATIVES INCLUDE: DAYTON AREA K-12 PAROCHIAL AND CHARTER SCHOOL EDUCATIONAL INITIATIVES; NEIGHBORHOOD DEVELOPMENT IN DISTRESSED URBAN AREAS; SPECIAL PROJECTS AT THE UNIVERSITY OF DAYTON; AND COMMUNITY SERVICES THAT SUPPORT NEEDY INDIVIDUALS AND PERSONS WITH DISABILITIES. ALL THESE INITIATIVES ARE ACTIVITIES THAT THE DAYTON FOUNDATION DESIRES TO SUPPORT AND IS NOW ABLE TO DO SO MORE EFFECTIVELY WITH THE FINANCIAL ASSISTANCE FROM THE TRUST. 77900 1 0 0 0 0 0 0 0 0 1 1 0 0 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 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 OH X MICHAEL M PARKS 9372220410 500 KETTERING TOWER DAYTON OH 45423 MICHAEL M PARKS 0.50 X X 0 395862 11594 RICHARD F GLENNON SR 0.50 X 0 0 0 JEANNE M GLENNON LECOMTE 0.50 X 0 0 0 WILLIAM H SEALL 0.50 X 0 0 0 0 395862 11594 0 0 1 0 0 WATERFALL 8 INVESTMENT 900099 59601 59601 RIVERRAIN EQUITY INVES 900099 -548 -548 59053 59053 0 59053 0 77900 77900 10000 10000 2450 2450 37 37 1277 1277 OHIO FILING FEES 400 400 92064 77900 14164 0 16220 24155 2401146 2409204 2417366 2433359 0 0 X 0 0 0 0 2417366 2433359 2417366 2433359 2417366 2433359 X -33011 49004 X 0 0 0 X X X 0 0 0 THE DAYTON FOUNDATION 316027287 8 1 1 1 92064 1 92064 0 TELESTREAM 200,000 SHARES SERIES D PREFERRED STOCK 800000 C WATERFALL 8 LP 1609204 C 2409204 1 ST MARY CHURCH 310 ALLEN STREET DAYTON OH 45410 310560968 501(C)(3) 5000 RELIGIOUS THE DAYTON FOUNDATION 500 KETTERING TOWER DAYTON OH 45423 316027287 501(C)(3) 11000 OPERATING SUPPORT FOR COMMUNITY FOUNDATION UNITED WAY OF GREATER DAYTON 184 SALEM AVENUE DAYTON OH 45406 310536658 501(C)(3) 5000 HUMAN SERVICES SOUL CHOICE INTERNATIONAL PO BOX 750455 DAYTON OH 454750455 311766517 501(C)(3) 30000 WOMEN'S HEALTH EDUCATION ARCHBISHOP ALTER HIGH SCHOOL 940 EAST DAVID ROAD KETTERING OH 45429 310652528 501(C)(3) 5300 EDUCATION MIAMI VALLEY HOSPITAL FOUNDATION 40 WEST FOURTH STREET STE 2100 DAYTON OH 45402 311040231 501(C)(3) 10000 HEALTH ST ALBERT THE GREAT CHURCH 3033 FAR HILLS AVENUE KETTERING OH 45429 316001475 501(C)(3) 8300 RELIGIOUS 7 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MAINTAINS CONTACT WITH REPRESENTATIVES OF THE ORGANIZATIONS THAT RECEIVE GRANTS. 0 0 0 0 0 0 0 0 0 MICHAEL M PARKS 0 218259 0 116826 0 60777 0 0 0 11594 0 407456 0 0 FORM 990, PART VI, SECTION A, LINE 2 RICHARD GLENNON AND JEANNE GLENNON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. BOARD MEETINGS HELD OR WRITTEN ACTIONS TAKEN BY THE BOARD ARE DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S FORM 990 WILL BE REVIEWED BY THE DAYTON FOUNDATION'S VICE PRESIDENT, FINANCE AND THE ORGANIZATION'S CHAIR, WHO IS ALSO PRESIDENT OF THE DAYTON FOUNDATION, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. IN ADDITION ALL BOARD MEMBERS WILL BE PROVIDED WITH A COPY OF FORM 990 FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR DURING THE ANNUAL MEETING EACH BOARD MEMBER AND INTERESTED PARTY SHALL DISCLOSE IN WRITING ANY INTEREST, AFFILIATION OR MEMBERSHIP WHICH MIGHT GIVE RISE TO A CONFLICT OF INTEREST, INCLUDING, BUT NOT LIMITED TO, ALL LOCAL BUSINESS INTERESTS, RELIGIOUS AFFILIATIONS, AND MEMBERSHIPS IN OTHER LOCAL ORGANIZATIONS. THE CONFLICT OF INTEREST POLICY WAS ADOPTED ON AUGUST 12, 2009. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAY MAKE 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: CHANGE IN UNREALIZED APPRECIATION/DEPRECIATION IN INVESTMENTS 49,004. TOTAL TO FORM 990, PART XI, LINE 5: 49,004. THE DAYTON FOUNDATION 500 KETTERING TOWER DAYTON OH 45423 316027287 A COMMUNITY FOUNDATION TO IMPROVE QUALITY OF LIFE IN THE MIAMI VALLEY REGION OH 501(C)(3) 170(B)(1) (A)(VI) N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0