Their legacy continues... The Dayton Foundation Report to the

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Their legacy continues... The Dayton Foundation Report to the Powered By Docstoc
					The Dayton Foundation Report to the Community
Inside: Stories of inspiration and community,
stories about your neighbors...and much more.

                              Their legacy continues...
                      See page 5 for the story behind the cover.
                   2009-10 Message to                          “Someone’s sitting in the                 funds for the betterment of others.     good of the community as a whole, What Is The Dayton
                   the Community:                              shade today, because some-                Some 3,000 charitable funds have        and that is able to convene some-       Foundation?
                                                               one planted a tree a long                 been established at The Dayton          times disparate groups to work          When people think of charitable
                   Letter from the Chair                                                                 Foundation since 1921, many             together to find solutions and          foundations, typically they think of
                   and the President of                        time ago.”                                of them intended to work in our         move them forward.                      private foundations representing a
                                                               – Warren Buffett                                                                                                          single philanthropist, family or com-
                   The Dayton Foundation                                                                 community forever.                                This latter realm of com-     pany. Community foundations like
                                                                                                              Every gift is precious.                        munity leadership           The Dayton Foundation are public
                                                                Why Unrestricted Matters




                                                                S
                                                                                                         Donors choose from                 “…unre-              initiatives requires    charities, created by and for the
                                                                            ome time back, Warren        a wide variety of                                          significant capital  people in a local area. The Dayton
                                                                                                                                        stricted gifts…                                  Foundation’s core purpose is to help
                                                                            Buffet made this marvel-     ways to give, some allow the Foundation to seed these                           you help others.
                                                                            ous statement. It struck     giving during their                                         efforts and pro-        The Dayton Foundation repre-
                                                                            us how aptly it describes    lifetime, others
                                                                                                                                  to award grants wher- vide staff needed sents nearly 3,000 individuals and
                    Foundation President Michael                what donors do when they estab-          intending gifts to
                                                                                                                                  ever community need to forward them. families from nearly every walk of
                    M. Parks and Board Chair                    lish their charitable endowment          the community to             or opportunity is These initiatives                life and background, joined by a
                                                                                                                                                                                         common purpose: the desire to
                    Gary L. LeRoy, M.D.                                                                  go on long after they             greatest....”        and our decades of       help society and the community
                                                                                                         pass. Some donors decide                           discretionary grants to      through charity. These individuals
                                                                                                                                                                                         have made a commitment to help
                                                                                                         to establish funds at The Dayton        local nonprofits are made possible      today or through their estates.
                                                                                                         Foundation for specific organiza-       by donors who have provided                 Community foundations are very
                                                                                                         tions or causes. Others choose to       Community Impact Endowment              long-sighted organizations. They
                                                                                                         make unrestricted gifts to allow the Funds, either totally unrestricted         are distinguished by their mission
                                                                                                                                                                                         to be here in perpetuity and man-
                                                                                                         Foundation to award grants wher-        or restricted only by area of interest, age donors’ charitable wishes and
                                                                                                         ever community need or opportu-         such as health or the environment. the “community capital” they have
                                                                                                         nity is greatest at any point in time. These funds have seeded efforts          invested to meet Greater Dayton’s
                                                                                                                                                                                         changing needs and opportunities.
                                                                                                              The Dayton Foundation              leading to establishing The Job
                                                                                                                                                                                             The beauty of community foun-
                                                                                                         manages endowed donors’ wishes          Center, the Minority Economic           dations is in the diversity of their
                                                                                                         in perpetuity. This is a sacred         Development Council, the Neigh-         base. People of modest means
                                                                                                         trust and a central mission that        borhood Schools Center project,         stand side by side with well-known
                                                                                                                                                                                         Dayton philanthropists to form a
                                                                                                         we serve. Part of this trust also       and the Schuster Center, among          community philanthropic founda-
                                                                                                         includes “having our ear to the         many others.                            tion that is strong and deep beyond
                                                                                                         ground,” as donor Jane Dun-                  The Dayton Foundation went         measure. The Dayton Foundation
                                                                                                         woodie noted in her feature article     for a number of years with very         has innovative giving vehicles, from
                                                                                                                                                                                             Charitable Checking Accounts
                                                                                                                                                                                                                                            SM


                                                                                                         on the next page, to be a resource      modest increases in the per-                        to private foundation al-
                                                                                                         for donors and the community            centage of unrestricted            Mission              ternatives that enable
                                                                                                         on charitable giving.                   assets. Before the             of The Dayton charitable people to
                                                                                                                                                                                                            find a place at the
                                                                                                              But that trust goes a step         year covered by this
                                                                                                         further. Our donors expect us to        annual report, mid-
                                                                                                                                                                               Foundation: To                table. Anyone can

                                                                                                         step forward when an unmet com- 2009 to mid-2010,
                                                                                                                                                                               strengthen our                be a philanthropist
                                                                                                                                                                                                             if you have even
                                                                                                         munity need is glaringly apparent,      the Foundation had community through a modest amount
                                                                                                         when need or opportunity is great       just $10 million – or philanthropy and help others. want toto give and
                                                                                                         and when we are uniquely quali-         1/29th of total assets          leadership.                 The reasons for
                                                                                                         fied to draw together resources         – in Community Impact                            using The Dayton Founda-
                                                                                                         to make a difference. The Dayton        Endowment Funds. During this            tion, rather than writing checks to
                                                                                                                                                                                         charity or setting up a private foun-
                                                                                                         Foundation has come to be viewed past year, donors have contributed             dation, are many. They include:
                                                                                                         as the neutral party that represents    Continued on page 6                     • simplifying the giving process
                                                                                                         no single agenda, except for the                                                • maximizing tax benefits
                                                                                                                                                                                                          • minimizing costs
                                                                                                                                                                                                          • adding flexibility in giving and
                   Ten Years of The Dayton Foundation Grants and Charitable Distributions (all in $ millions) – Total: $366 million                                                                       • providing resources from a staff
                                                                                                                                                                                                          knowledgeable about community
                                                                                                              $41.1                 $40.8                                                                 issues and the charitable vehicles
                                             $39.1                                                            06-07                 07-08                                 $38.7                $36.6      to create the best fit for each indi-
                     $36.2                   02-03                                                                                                                         08-09                          vidual and family. The Foundation
                     00-01                                     $34.2         $33.6           $34.4                                                                                              09-10
                                 $31.5                         03-04                         05-06
                                                                                                                                                                                                          also provides opportunities to sup-
                                  01-02                                      04-05                                                                                                                        port needed leadership initiatives to
                                                                                                                                                                                                          solve specific community problems.
                                                                                                                                                                                                             The Dayton Foundation provides
                                                                                                                                                                                                          people with a vehicle for collective
                                                                                                                                                                                                          community good. We help you
                                                                                                                                                                                                          help others.


                             Changing Lives Through                                                                                                                Opening the Door to
Highlights of Community

Fund Grants 1995-2010




                             Self-Sufficiency. 4                                                                                                                   Stray Animals. 4
                             Helped to lead in the                                        Raising the Curtain. 4                                                   Helped SICSA (Society
Impact Endowment




                             community’s response to                                      Enabled the                                                              for the Improvement
                             welfare and employment                                       construction of the                                                      and Condition of Stray                                 Providing Hope.
                             issues by launching a multi-                                 majestic Benjamin                                                        Animals) more than                                     Assisted Daybreak
                             year Dayton Self-Sufficiency                                 and Marian Schuster                                                      double the size of its                                 in transforming
                             Initiative. This led to helping                              Performing Arts Center                                                   facility, enabling them                                a 100-year-old
                             citizens overcome barriers to                                to go forward by                                                         to care for a greater                                  downtown building
                             economic independence and                                    awarding $1 million and                                                  number of animals                                      into a safe haven
                                                                                                                                               Photo: Andy Snow




                             to supporting the creation of                                providing backing for                                                    awaiting adoption.                                     for homeless and
                             The Job Center in 1997.                                      bonds to be issued.                                                                                                             troubled youth.



               2010-11 “I Believe!” Partners                     Operating Fund                          2010 Biennial Meeting                                    Individual and Other Gifts              J. Norman Eckstein, Virginia L.
                                                                 Contributors                            Institutional Sponsors                                   to the Operating Fund                   Goebel-Fisher Fund, Lana Turner




                                                                E
               This Community Report was made
               possible by four Dayton Foundation                                                                                                                                                         Granzow, Martha J. Harrison, Mr.
                                                                            ach year many hundreds       Gold Level                                               Visionary ($5,000 or Above)
               donors and families who are                                                                                                                                                                & Mrs. Franz J. Hoge, Michael
                                                                            of individuals, corpo-       Bieser, Greer & Landis, LLP                              Anonymous Donors, Tracy H. &
               this year’s “I Believe!” Partners.                                                                                                                                                         E. Hosford, Ellen & Jeff Ireland,
                                                                            rations and financial        JPMorgan Chase & Co.                                     Irvin G. Bieser, Jr., Jean M. Cahill,
               Their generosity supports Dayton                                                                                                                                                           Dr. & Mrs. Frank James, Mr. &
                                                                            institutions contribute to   KeyBank National Association                             Beth H. & John W. Ey, Mary S. &
               Foundation publications and helps                                                                                                                                                          Mrs. Charles A. Jones, Dr. & Mrs.
                                                                 funds of The Dayton Foundation,         Bronze Level                                                       .
                                                                                                                                                                  Richard F Glennon, Sr., Caryl D.
               free resources for the Foundation’s                                                                                                                                                        Mason S. Jones, Mr. & Mrs. Robert
                                                                 including the Foundation’s operat-      Brower Insurance Agency, LLC;                                               .
                                                                                                                                                                  Philips, Jerome F Tatar
               other community work.                                                                                                                                                                      S. King, The Mary H. Kittredge
                                                                 ing fund.                               Fifth Third Bank; Flagel, Huber,
                  The 2010-11 “I Believe!” Partners                                                                                                               Partner ($1,000–$4,999)                 Fund, Margo & Leo E. Knight, Jr.,
                                                                     We deeply appreciate all of The     Flagel & Co.; Merrill Lynch; PNC                         Anonymous Donors, Carol & Jack
               are: Carol & Jack H. Adam, Leona                                                                                                                                                           Janet E. & David L. Meeker Fund,
                                                                 Dayton Foundation donors and all        Institutional Investments                                H. Adam, Rebecca Appenzeller
               E. & Jane A. Dunwoodie, Janet A. &                                                                                                                                                         Miami Valley Human Resources
                                                                 that they do for Greater Dayton. In                                                              & Craig Brown, Mr. & Mrs. Scott
               Donald L. Grieshop, and Marcia L.                                                         Contributor Level                                                                                Association, Gerald M. Miller &
                                                                 this report, we recognize the fol-                                                               Behnken, Mr. & Mrs. John W.
               & Donald J. Schade, with additional                                                       Fund Evaluation Group, LLC;                                                                      Carole A. Miller Family Foundation,
                                                                 lowing donors who contributed to                                                                 Berry, Jay A. Buckingham, Mr.
               help from The Standard Register                                                           Transamerica Investment                                                                          Miller-Valentine Group, Elsie S.
                                                                 the Foundation’s operating fund in                                                               & Mrs. L. William Crotty, Mollie
               Company. We are grateful to all of                                                        Management, LLC; U.S. Bank                                                                       Mommsen, E. Lee Monnin, Mr. &
                                                                 this past fiscal year (July 1, 2009,                                                             & Thomas Danis, Mr. & Mrs.
               them and to all of our Foundation                                                                                                                                                          Mrs. Robert E. Neumeister, Susan
                                                                 to June 30, 2010).                                                                               Joseph W. Deering, Mr. & Mrs.
               donors.                                                                                                                                                                                    & Shaun P. Nicholson, Laura B. &


            Page 2 | 2009-10 Report to the Community
                                                                                                                               “The Greater Dayton Partners         program. Children and adults
    Initiatives and                           Greater Dayton Partners
                                                                                                                            for the Environment means
                                              for the Environment                                                                                                   are benefiting from a variety of
    Efforts of The                                                                                                          so much to the work of our
                                                                                                                                                                    programs designed to enhance
    Dayton Foundation                         The Greater Dayton Partners for                                               organization,” she said, “as we
                                                                                                                                                                    the schools’ role as community
                                                                                                                            struggle to protect our region’s
    2009-10                                   the Environment, a Dayton Foun-
                                                                                                                            diminishing farmlands and natu-         centers.
                                              dation initiative, in partnership




   T
                                                                                                                            ral lands for today and for the
                                              with the Miami Conservancy Dis-                                               future.”
                 he Dayton Foundation
                                              trict and with additional support
                 is continuing its pio-
                                              from Five Rivers MetroParks and                                               Neighborhood School
                 neering spirit to make                                             Krista Magaw                            Centers
                                              the Foundation’s Greater Dayton
                 a positive difference for
                                              Conservation Fund, is build-          Through this leadership initiative,     Launched nearly six years ago
    the region through leadership ini-                                              Greater Dayton’s environmental
                                              ing momentum to help preserve                                                 by the Foundation, the Neighbor-
    tiatives and significant community                                              and conservation organizations
                                              Greater Dayton’s natural environ-                                             hood School Centers (NSC) pro-
    efforts. By joining with other area                                             are exploring ways to bring
                                              ment. Together with 43 local          new resources to the region to          gram is building stronger urban
    funders and community leaders,
                                              nonprofit environmental and con-      strengthen their work to preserve       neighborhoods, while working
    the Foundation’s impact is wide-
                                              servation organizations, the Part-    and protect our natural resources.      to enhance our children’s educa-
    spread and a force for community
                                              ners are laying the groundwork           “The beauty of our natural           tion and strengthen families. Five
    good.                                                                           environment is why many people
                                              to secure funding for regional                                                centers currently are operating in
                                                                                    chose to live in our region. We’re
                                              environmental collaborations and                                              Dayton Public Schools that were
                                                                                    fortunate to have numerous                                                      Kiser School Panther Patrol
                                              other resources that will build the   conservation organizations de-          being rebuilt, with the University
                                              organizations’ work and capacity.     voted to protecting and preserv-        of Dayton’s Fitz Center for Leader-     When Shannon Moore noticed
                                                                                    ing these resources,” said Krista                                               that so many young children
                                                                                                                            ship in Community driving the           were walking to and from school
                                                                                    Magaw, executive director of the
                                                                                    Tecumseh Land Preservation                                                      unattended, she decided to help
                                                                                    Association.                                                                    her children’s school, Kiser PreK-8
                                                                                                                                                                    Continued on page 5


  A Devotion to Family and to Dayton                                                                                               2010-11 “I Believe!” Partners of The Dayton Foundation
  Leona E. & Jane A. Dunwoodie                                                        To understand Leona and Jane Dunwoodie, you need to understand the impact of their family’s recent immigrant
                                                                                      past, a story like that of millions of Americans who came here from humble beginnings to build a better life.
                                                                                          Leona Elef was the daughter of first-generation Hungarian immigrants. Leona wed David Dunwoodie,
                                                                                      whose father came over from Scotland. Their parents’ old-world appreciation for what America – and Dayton
                                                                                      – offered their families was very apparent to Leona and David as they grew up, and this was imparted to their
                                                                                      daughter, Jane.
                                                                                          Leona and Jane are passionate in their desire to help others in Greater Dayton. When asked what motivates her
                                                                                      to help her community, Leona simply said, “It’s my home!” For Jane, her reasons began in a childhood memory.

                                                                                      “The arts inspire people and give them a way to express what is important to
                                                                                      them.”– Dayton resident Jane Dunwoodie
                                                                                           Jane’s father, David, was a mechanical engineer like his father, who chose to settle in Dayton because of his
                                                                                      love of aviation. David early on became a draftsman for Orville Wright and was stationed at Wright-Patterson
                                                                                      Air Force Base during the war, so aeronautics was in Jane’s blood.
                                                                                           “When I was five years old,” Jane said, “I told my father I wanted to be very wealthy and fly an airplane.”
                                                                                      Her father understood well her desire to fly, but was curious about why she wished to be so wealthy. Young
                                                                                      Jane replied, “I want to fly over the poor parts of town and toss the money out the window for the poor people.”
                                                                                           In a way, that is what Jane and her mother are doing through their Dayton Foundation legacy endowment
                                                                                      fund to help the Greater Dayton community.
                                                                                           Jane, who has had a long career with museums and libraries, also is an accomplished artist, best known for
                                                                                      her intricate wood-carved and painted art boxes you may see in galleries. Leona, who holds a business adminis-
                                                                                      tration degree from Miami University – almost unheard of for a woman in the 1930s – played piano and always
                                                                                      has loved attending live performances with Jane.
                                                                                           It was a natural step, then, for them to support the region’s arts organizations in perpetuity by creat-
                                                                                      ing a field-of-interest fund with a portion of their planned endowment. “Food, health, safety all have to be
                                                                                      addressed,” Jane said, “but eventually you need something higher. The arts inspire people and give them a way
                                                                                      to express what is important to them. It’s reassuring to know that the Foundation has its ear to the ground and
                                                                                      will have the flexibility to support the efforts with the greatest impact on the arts long after we’re gone.” n

Giving Kids a Second                                     Enriching History                                        Helping Nonprofits            Rebuilding
Chance. 4                                                Through Dance. 4                                         Partner for the Future.       Neighborhoods. 4
Aided over 5,000                                         Enhanced Dayton’s                                        Helped preserve vital         Partnered to place
Montgomery County                                        2003 Inventing Flight                                    services provided by          Dayton public
school dropouts in                                       centennial celebration                                   Greater Dayton nonprofits     elementary schools at
finding a path back                                      by aiding Dayton                                         by commencing an              the center of rebuilding
and helped cut the                                       Contemporary Dance                                       initiative to help them       neighborhoods by
dropout rate in half by                                  Company in creating                                      explore new, more             helping to launch a
committing $1 million                                    four new works of art to                                 efficient ways to operate     leadership initiative
over six years to the                                    perform for thousands of                                 through collaborations,       to create at least five
Out-of-School-Youth                                      people throughout the                                    partnerships and mergers.     Neighborhood School
initiative.                                              event.                                                                                 Centers.



  Peter W. Pannier, Amy S. & Michael         T. Ferguson, Marjorie & Harry          Supporter ($200–$499)                  L. Hayes, Carol Siyahi Hicks, Mr.       Mr. & Mrs. Robert H. Reeves, Jan
  M. Parks, Vicki Pegg & Robert              Flasher, Mr. & Mrs. Nick G.            Anonymous Donors, Helen                & Mrs. James R. Hochwalt, Mr.           Rudd-Goenner, Mr. & Mrs. Edwin
  McGriff, Carole E. Remick, Karen           Harris, Mr. & Mrs. Thomas              Abramovitz, Barbara K. Ackerman,       & Mrs. Louis G. Homan, Mr. &            L. Ryan, Jr., Paula Saunders, Mr.
  R. & Burnell R. Roberts, Colleen M.        Hausfeld, Al H. & Olive I.             Mr. & Mrs. Joseph B. Baldasare, Mr.    Mrs. Peter Horan, Mrs. Don R.           & Mrs. John L. Schaefer, Louise R.
  Ryan, Sharon K. & Doug C. Scholz,          Homan Fund, Dr. & Mrs. Neil            & Mrs. Brian W. Beebe, Margery A.      Ireland, Mr. & Mrs. McKenna S.          Scheuerman Endowment Fund, Mr.
  Mr. & Mrs. Richard W. Schwartz,            Kantor, Mr. & Mrs. Warner H.           Beerbower, Mrs. Eugene S. Belden,      Jordan, Jr., Joyce N. & Mark W.         & Mrs. C. Miles Schmidt, Jr., Mr.
  Frank Scott, Jane & Fred C. Setzer,        Kiefaber, Jr., Mr. & Mrs. Robert       Elinor & Sam Benedict, Mr. & Mrs.      Klug, Jeannette Lacouture, Amanda       & Mrs. Gerald L. Schmidt, Mr. &
  Jr., Frederick C. Smith, Virginia          C. Laumann, Judy D. & William          Theodore R. Black, Jr., Mr. & Mrs.     Wright Lane & Donald Lane, Mr.          Mrs. Edward W. Shinabarger, Mr. &
  B. Toulmin, Mr. & Mrs. Philip H.           K. McCormick, The Miske Family         Richard L. Blessing, Carol & Tom       & Mrs. Thomas J. Laufersweiler,         Mrs. Kenneth R. Stegemiller, Mary
  Wagner, Ronald D. Wagner, Betsy            Charitable Fund, Frances S.            Breitenbach, Mr. & Mrs. William        Edythe M. Lewis, Hazel A. Lewis,        E. Strasser, Diane & Ron Timmons,
  B. & Leon A. Whitney, Mr. & Mrs.           Repperger, Ruth F Richardson,
                                                                .                   H. Broad, III, Dr. & Mrs. Richard      Dr. & Mrs. Lawrence J. Litscher,        Lawrence Turyn, Mary Tymeson,
  Otto Lee Wiedeke, Mr. & Mrs.               Agata & Jamie Schade, Mr. &            C. Cammerer, Mr. & Mrs. Timothy        Mr. & Mrs. C. Michael Lowrey,           Dr. & Mrs. Stuart T. Weinberg, Jane
  John York                                  Mrs. Joseph F Scullion, St. Henry
                                                            .                       O. Cornell, Mr. & Mrs. Thomas A.       Mildred Mooney, John E. Moore,          K. Weltz, Mary Jane B. Whalen,
                                             Tile Company, Inc., Barbra A.          Creager, Gerald Demers, Mr. & Mrs.     Sr., Thomas R. Neeld, Paul F.           Frank J. Winslow, Jean V. Woodhull,
  Friend ($500–$999)
                                             Stonerock & Bear Monita, Mr. &         Ronald L. Eubel, Mr. & Mrs. Paul R.    Nugent, Jr., Walter Ohlmann, Mr.        Nancy Zorniger
  Anonymous Donors, Mr. &
                                             Mrs. Fred E. Weber, Mr. & Mrs.         Finke, Mr. & Mrs. Robert A. Green,     & Mrs. Gary B. Pascoe, Mrs. Robert
  Mrs. Jeffrey R. Ashcom, Mr. &                                                                                                                                    Donors (under $200)
                                             Kevin R. Wichman                       Mr. & Mrs. Timothy Gurklies, Mr.       Penny, Mr. & Mrs. Richard B. Pohl,
  Mrs. Frank M. Caccamo, Jan &                                                                                                                                     Anonymous Donors, Adegbile
                                                                                    & Mrs. Donald C. Hall, Margaret        Jr., Rev. & Mrs. Gordon S. Price,
  Robert Clark, Mr. & Mrs. Richard
                                                                                                                                                                   Continued on next page


                                                                                                                                                                     We help you help others. | Page 3
                   Grantmaking                              Students Have Brighter Future,                                                  Dayton Christian Center                   Miami Valley Literacy Council
                                                            Thanks to Scholarships                                                          ($8,000) – assist in purchasing a         ($10,000) – support the develop-
                   Highlights                               Nearly 1,300 Greater Dayton stu-                                                                                          ment of a central facility and adult
                                                                                                                                            school bus to transport students.
                                                            dents are receiving financial assis-                                                                                      literacy programs.
                                                                                                                                            Dayton Opera Association
                                                            tance with their education, thanks                                                                                        The Muse Machine ($10,000)
                                                                                                                                            ($10,000) – support educational




                 F
                                                            to $1.4 million in scholarships                                                                                           – help fund student and teacher
                                                                                                                                            and outreach programs related to
                             or nearly 90 years our         awarded by 124 Dayton Foun-
                                                                                                                                            the production of Porgy and Bess.         training projects for secondary
                             donors, through The            dation funds. Included in this
                                                                                                                                            Dayton Visual Arts Center
                                                                                                                                                                                      school programs.
                             Dayton Foundation, have        amount is $872,350, awarded by           “My family and I lost our home
                             touched countless lives        the Dayton-Montgomery County             in a fire in 2007. Years of living     ($6,000) – help expand the orga-
                   through grants awarded to help           Scholarship Program, a fund of           with family and friends and in         nization’s website to showcase and
                                                                                                     hotels led us to Dayton looking        market local artists.
                   support charitable organizations         The Dayton Foundation since              for a fresh start. But after several
                   and causes in the Greater Dayton         2006. In the last 10 years, more         months at a homeless shelter,          Elizabeth’s New Life Center
                   Region.                                  than 7,300 students have received        we were losing hope,” Denicka          ($10,000) – aid the consolidation
                        During fiscal year 2010,            nearly $9 million in scholarships        L. Williams said. “It was there I      of three offices into one facility.
                   The Dayton Foundation and our            through The Dayton Foundation.           learned about a new program
                                                                                                     at the Red Cross Family Living         Family Violence Prevention
                   donors awarded nearly 14,000             Campership Grants Give Kids              Center. We moved into an apart-        Center of Greene County
                   grants totaling $36.6 million.           a Chance to Be Kids                      ment in March. Not only do we          ($15,000) – assist in expanding           “Growing up, my family moved
                   These grants were awarded to             Former factory workers Robert            have somewhere to live, but we                                                   a lot and often relied on food
                                                                                                                                            the agency’s shelter for victims of
                   charities through Dayton Founda-         and Helen Harmony wanted to              also have a new lease on life.” A                                                basket deliveries provided by
                                                                                                     Dayton Foundation discretionary
                                                                                                                                            family violence.
                   tion endowed funds and Chari-            give children an opportunity                                                                                              local churches for meals,” Lauren
                   table Checking Accounts. In the
                                               SM                                                    grant, made possible by unre-          Fisher Nightingale Houses, Inc.           Burns said. “Only one of my par-
                                                            they did not have as children – a        stricted funds (Community Im-
                   last decade, the Foundation has                                                                                          ($25,000) – aid the construction          ents has a high school education,
                                                            chance to go to camp.                    pact Endowment Funds), helped                                                    so I knew from a young age that
                   distributed more than 142,000                                                                                            of a compassionate care facility
                                                                Thanks to their Dayton               capitalize this program in 2010.                                                 if I wanted to make something of
                   grants totaling $366 million. The                                                                                        for military personnel and their
                                                            Foundation fund established in                                                                                            myself, I had to go to college. De-
                   impact of these grants is wide-                                                   to support a wide range of com-        families.
                                                            1993 for this purpose, more than                                                                                          spite many obstacles, I persevered
                   spread and speaks volumes about                                                   munity efforts. Organizations          4 Paws for Ability ($10,000) –            and was awarded three Dayton
                                                            $590,000 has been awarded to
                   our community’s generosity and                                                    awarded discretionary grants of        help expand its facility to train         Foundation scholarships. Now I
                                                            resident and health-related camps.
                   about how The Dayton Founda-                                                      more than $5,000 follow.               service dogs.                             am a freshman at Ohio University,
                                                            This has provided 5,159 children                                                                                          and I love it! I know this is where
                   tion has helped individuals to help      in need with the joy of going to         Alzheimer’s Association, Miami
                                                                                                                                            KDI Workshop, Inc. ($15,000)              I’m meant to be and see a bright
                   others.                                  camp and enjoying their child-           Valley Chapter ($17,000) – help                                                  future ahead of me.”
                                                                                                                                            – assist in purchasing additional
                                                            hood.                                    purchase laptop computers for          equipment for career development
                                                                                                     home-care visits to individuals                                                  Parity, Inc. ($10,000) – aid in
                                                                This past year, 17 Foundation                                               activities for high school students
                                                                                                     with Alzheimer’s.                                                                expanding mentoring services for
                                                            funds awarded campership grants                                                 with disabilities.                        at-risk youth.
                                                            totaling nearly $78,000, $48,600         American Red Cross Dayton Area
                                                                                                                                            K12 Gallery for Youth ($10,000)
                                                            from the Harmonys’ fund.                 Chapter ($10,000) – assist in                                                    Planned Parenthood Southwest
                                                                                                                                            – support the development of an           Ohio Region ($10,000) – help
                                                            Strengthening Community                  transitioning emergency housing        art program as an alternative to
                                                            Through Discretionary Grants             units into permanent supportive                                                  convert to electronic health re-
                                                                                                                                            juvenile incarceration.                   cords to meet federal regulations.
                                                            In addition to grants awarded to         housing for people in need.
                                                                                                                                            L and M Products, Inc./Preble
                                                            charity by the request of Founda-        Catholic Social Services ($8,000)                                                Toward Independence ($8,000) –
                                                                                                                                            County Board of Developmen-
                                                            tion donors, additional grants           – help purchase a new van to                                                     assist in purchasing a van to trans-
                                                                                                                                            tal Disabilities ($5,000) – assist
                                                            were made through the Founda-            transport youth.                                                                 port clients with developmental
                                                            tion’s discretionary grantmaking                                                in funding the construction of a          disabilities.
                                                                                                     Community Blood Center                 playground accessible to people
                                                            process, for a combined total of                                                                                          Trotwood Area Handivan
                                                                                                     ($20,000) – provide aid for the        with disabilities.
                                                            nearly $37 million in grants and                                                                                          Ministry, Inc. ($8,000) – aid in
                   “Through the generous support                                                     construction of a state-of-the-art
                                                            programs during the Founda-                                                     Memorial United Church of
                                                                                                                                                                                      purchasing a van to transport
                   of the Charles E. Hoffman Fund                                                    Center for Tissue Innovation and
                                                            tion’s last fiscal year. By placing no                                          Christ/Kids in New Directions
                                                                                                                                                                                      elderly clients and individuals
                   of The Dayton Foundation,                                                         Research.                              ($15,000) – help provide educa-
                   Culture Works is able to assist
                                                            restrictions on the grants awarded                                                                                        with disabilities.
                                                            from their funds, a number of            Corner Cupboard Charities of           tional programs for underserved
                   seven professional arts organiza-
                                                                                                     Greater Dayton ($25,000) – help        youth.                                    Victoria Theatre Association
                   tions to offer free arts program-        donors have enabled the Founda-
                   ming and other outreach to the                                                    expand its thrift store to serve                                                 ($8,500) – help develop a play-
                                                            tion to address some of our com-                                                Miami Valley Housing Oppor-
                   community,” said Dave Seyer,             munity’s most pressing problems          individuals in need.                                                             writing workshop for students
                                                                                                                                            tunities ($5,500) – help provide
                   vice president of Development
                                                            and opportunities.                                                                                                        based on the musical WICKED.
                   for Culture Works. “Thanks to this                                                The Dayton Art Institute               permanent housing for individuals
                   funding, we are strengthening                This past year, The Dayton           ($10,000) – help initiate the          with mental illnesses.                    YWCA Dayton ($5,000) – help
                   the arts and culture of the              Foundation awarded 81 discre-            Reaching Out to Our Neighbor-                                                    install a digital telephone system
                   Greater Dayton Region.”                  tionary grants, totaling $601,628,       hood diversity project.                                                          for the Domestic Violence Hotline.


                             Helping Those Most                                        Preserving Natural                                     Showcasing Dayton’s           Bringing Crayons
Highlights of Community

Fund Grants 1995-2010




                             in Need. 4                                                Resources. 4                                           Rich History.                 to Classrooms. 4
                             Aided St. Vincent                                         Partnered to found The                                 Awarded a                     Partnered with
Impact Endowment




                             Hotel in refurbishing a                                   Greater Dayton Partners                                discretionary grant           the Mathile Family
                             former warehouse and                                      for the Environment                                    to assist in the              Foundation to initiate
                             relocating its services to                                to assist dozens                                       construction of The           a community initiative
                             provide better shelter,                                   of environmental                                       Heritage Center of            to provide free supplies
                             case management and                                       organizations in                                       Dayton Manufacturing          to teachers for children
                             other services to the                                     working together to                                    & Entrepreneurship at         in need, helping more
                             community’s increasing                                    better preserve and                                    Carillon Park.                than 10,000 students
                             homeless population.                                      protect our region’s                                                                 from 29 local schools
                                                                                       environment.                                                                         to date.



                   continued from page 3                    Farrenkopf, Louis W. Feldmann, III,      Edward Humphrys, Mrs. William          Mr. & Mrs. Thomas H. Miller, Mr.          C. Scott, Hazel Carter Scott, Marilyn
                   Enterprises, Inc., Mr. & Mrs. Glenn      Mr. & Mrs. R. Peter Finke, Georgia T.    J. Hussey, Beth & Kurt Hutter, Mrs.    & Mrs. Lawrence Miner, Mr. & Mrs.         & Del Shannon, Mr. & Mrs.
                   W. Barnhart, Joy & Fred Bartenstein,     Floridis, Hon. & Mrs. Patrick Foley,     Paul L. Hyde, Mr. & Mrs. John          Donald A. Moeller, Mark Monbeck,          Kenneth Shively, Mary Marshall
                   Molly Bell, Mr. & Mrs. Orlando V.        Mary Anne Frey, Mr. & Mrs. Robert        Jahoda, Mr. & Mrs. John L. Jauch,      Mr. & Mrs. Stan Musick, Mr. & Mrs.        Sidorsky, G. Richard Smith, Mr. &
                   Brown, Mr. & Mrs. Alvin Burshtan,        N. Friedman, Mr. & Mrs. Joseph           Dr. & Mrs. George John, Anne           James Neef, Mr. & Mrs. David L.           Mrs. James D. Stahler, Diane H. &
                   Mr. & Mrs. Jean Luc Caillat, Mr.         A. Gerstle, Mr. & Mrs. Thomas H.         Johnson, Beulah R. Jones, Dr. & Mrs.   Neer, Mr. & Mrs. Peter J. Neroni,         Albert E. Staub, Mr. & Mrs. Edward
                   & Mrs. John R. Callander, Hon. &         Gillaugh, Barbara Pflum Gobrail, Mr.     Michael Kelly, Mr. & Mrs. Byron L.     Nancy Nerny, Mr. & Mrs. Robert C.         J. Stoermer, Marilyn R. Strickler,
                   Mrs. James F Cannon, Dr. & Mrs. C.
                                .                           & Mrs. David D. Goldberg, Judy &         Kentner, Kuhns Brothers Company        Nevin, Mr. & Mrs. Marvin Olinsky,         Mr. & Mrs. David C. Studebaker,
                   Patrick Carroll, Lucille A. & James J.   Denny Graf, Dr. & Mrs. Arthur A.         Foundation, Dr. & Mrs. Gary L.         Robert E. Owen, Margy C. Patterson,       Pamela & David Sunderland, Mr.
                   Carroll, Clark, Schaefer, Hackett &      Greenfield, Mr. & Mrs. Eugene L.         LeRoy, Mr. & Mrs. Alexander D.         Mr. & Mrs. Robert J. Perkins, Mr. &                        .
                                                                                                                                                                                      & Mrs. Hallock F Swift, Fatemeh
                   Co., Angela & Anthony Clements,          Gross, Mr. & Mrs. Donald Harker,         MacDonell, Jr., Mr. & Mrs. Lawson      Mrs. Norman V. Plair, Helen C. &          & Enayatollah Tabesh, Dr. and Mrs.
                   Eva Conley-Williamson, Clara L.          III, Brandon E. Harrison, Mr. &          E. Marsh, Mr. & Mrs. Norval D.         Robert L. Potter, Harold S. Prigozen,     Robert Van Patten, Mr. & Mrs. Peter
                   Conner & Carl J. Bruckner, Karen         Mrs. Robert L. Henry, Mr. & Mrs. J.      Martin, Mr. & Mrs. William P.          Nancy L. Reed, Mr. & Mrs. Jack R.         D. Vecchi, Mr. & Mrs. Joseph F  .
                   O. & Gary W. Crim, Genevieve             Stephen Herbert, Dr. & Mrs. Dale R.                         .
                                                                                                     Mayberry, Nancy F McCormick,           Royer, Mr. & Mrs. Donald E. Ruhl,         Wade, Mr. & Mrs. Paul R. Weaver,
                   E. Danis, Mr. & Mrs. Stephen             Hines, Mr. & Mrs. Hans Holztrager,       Mary & Kevin McDonald, Mr. &           Mr. & Mrs. Frank X. Sagstetter,           Dr. & Mrs. Bradley A. Weber, Mr. &
                   Darnell, William Dean, Mr. & Mrs.        Peggy & Emerson L. Horner, III,          Mrs. Charles R. McNamee, Karen &               .
                                                                                                                                            Albert F Schneider, Dr. & Mrs. Kent       Mrs. Jerome E. Westendorf, Nancy
                   Ronald T. Deger, Rose Ann & Mark         Mr. & Mrs. Robert J. Huels, Mr. &        Dale Medford, Mr. & Mrs. Matthew       K. Scholl, Mr. & Mrs. Thomas H.           Williams, Joyce C. Young, Mr. &
                   Eckart, Judith M. Elliot, Helen B.       Mrs. William A. Huffman, Judith &         .
                                                                                                     F Melko, Mr. & Mrs. David K. Miller,   Schumann, Dorothy O. & William            Mrs. Everett Yowell


            Page 4 | 2009-10 Report to the Community
         Initiatives                                                                      Subcommittee on                              edge of highly qualified African-
         continued from page 3
                                                                                          Minority Inclusion on                        American professionals with the
                                                                                          Corporate Boards                             credentials the companies seek.
                                                                                                                                          “Many companies are coming
                                                                                          To further the message of inclu-             to realize that adding minorities
                                                                                          sion, The Dayton Foundation,                 to their boards is just good busi-
                                                                                          in partnership with the Dayton               ness,” said Charles A. Jones, chair
         School, take action. Thanks to a                                                                                              of the Subcommittee and former
         grant from the Ohio Department                                                   Business Committee and Parity,
                                                                                                                                       chair of The Dayton Foundation
         of Transportation, the Salvation                                                 Inc., has launched a new effort              Governing Board. “It adds diversi-
         Army of the Greater Dayton Area                                                  to help companies seeking to                 ty of perspectives and experience
         and Kiser School, partners in the          Clarissa Davis-Lindsey                increase diversification of their            and can lead to enhanced and
         Neighborhood School Centers                                                                                                   even new markets for products
                                                    Local corporations, including         boards by appointing highly
         program, established the Panther                                                                                              and services. Over time, this will
         Patrol – a neighborhood effort to          Teradata Operations, Inc., are        qualified African-American board
                                                    leveraging the Minority Economic                                                   aid in building a consciousness
         get parents and businesses active-                                               members. The Subcommittee on                 of inclusiveness that will have a
         ly involved in protecting students.        Development Council (MEDC) to         Minority Inclusion on Corporate
                                                    build their supplier diversity pro-                                                profound and positive impact on
             “Parents are walking kids in                                                 Boards is chaired by Charles A.              our local economy.”
         the morning and after school.              grams, resulting in new business
                                                    for the region’s minority business    Jones, former chair of The Dayton                                                      About the Cover
         Businesses are posting Panther
                                                    enterprises (MBE).                    Foundation Governing Board.                  Nonprofit Alliance                        The most recent addition to
         Paws on their doors to show that
         they are safe places for kids. Older          “MEDC provided the resources       This effort has enormous potential           Support Program                           Dayton’s RiverScape is an
         students are looking after the little      we needed to get our program          to raise the visibility of an under-         The Nonprofit Alliance Support            impressive, new pavilion for
         ones, and the school is working            off the ground. This work will        utilized resource of trained minor-          Program, a collaborative effort           concerts and festivals, along
         with our neighborhood to protect           have a positive impact on our
                                                    corporate bottom line and on our
                                                                                          ity professionals who can help               launched by the Foundation in             with concessions and gardens.
         our children and keep the commu-
                                                    community by keeping more of          strengthen our region’s companies            2009, is helping to address the           Unrestricted Dayton Founda-
         nity safe. It’s all good,” said Shan-
         non Moore. “More schools need              our contracted dollars local and      and economy.                                 long-term viability of our com-           tion funds from years past
         neighborhood centers like ours.”           accelerate the growth of local                                                     munity’s nonprofits. Several local        provided funding for the initial
                                                    MBEs,” said Clarissa Davis-Lindsey,                                                                                          RiverScape plans for what has
                                                                                                                                       organizations involved in this
                                                    business analyst II/IP escrow
         Minority Economic                          manager, Teradata Operations,                                                      pilot program are exploring new           become a beautiful addition
         Development Council                        Inc. “We’re very excited to be                                                     and more efficient ways to struc-         to the Five Rivers MetroParks
         The Commission on Minor-                   working with Scorpion Data Se-                                                     ture their organizations through          system.
         ity Inclusion and the Minority             curity, whom we connected with                                                     partnerships, alliances or merg-              Among the people whose
                                                    through MEDC.”                                                                     ers, with the goal of helping to          Dayton Foundation funds
         Economic Development Council                  Said Eric Joiner, owner,
         (MEDC) are helping to strengthen                                                                                              preserve the quality of life these        have helped make this possible
                                                    Scorpion Data Security, “We’ve
         the health of our community’s              been in business a year and re-                                                    nonprofits help make possible in          are (left to right) Frederick C.
         economy by increasing a regional           cently secured one of our largest                                                  our community.                            Smith, David L. Rike, and
         focus on minority business                 contracts to date with Teradata.                                                                                             Wallace and Florence Stauffer.
                                                    We have many other contracts          Charles A. Jones
         development. Initial efforts have
                                                    in the works, thanks to MEDC.
         focused on building awareness
         among the region’s buying orga-
                                                    Without MEDC’s sup-
                                                    port, this wouldn’t
                                                                                                    Subcommittee is
                                                                            ...the Neighbor-... The helping area com-
         nizations and have demonstrated            have been pos-       hood School Centers panies make a
         success in forging partnerships,           sible.”               program is building match between
         developing mentoring relation-                                stronger urban neighbor- the companies’
                                                                                                      need for the
         ships between majority and                                   hoods...to enhance our right board
         minority businesses and continu-                             children’s education and member candi-
         ing the conversation of diversity                               strengthen families. date and its knowl-
         and inclusion as a priority among
         the region’s leaders.

                                 When Virginia B. Toulmin, widow of Harry                                                        Ray D. Loughman was employed in a small
Impact Endowment Funds
(Unrestricted or Field-of-




                                 A. Toulmin, Jr., Esq., son of the attorney who                                                  service office at NCR Corporation for many
Donors Helping Others




                                 secured and defended the Wright Brothers’                                                       years. He was a decorated World War II veteran
Through Community




                                 flying machine patents, passed away this year,                                                  who lived through 73 London air raids and
Dayton Foundation




                                 she left a more than $26-million unrestricted gift                                              fought on the beaches of Normandy and in the
                                 to endow a Foundation fund for the benefit of                                                   Battle of the Bulge. He lived modestly and saved
                                 Greater Dayton. It will perpetuate her passion for                                              enough to help his beloved Dayton through the
                                 helping others and have a profound impact on                                                    Ray Loughman Fund, providing unrestricted
Interest)




                                 our community for generations to come.                                                          community grants in perpetuity.




       Gifts of Time, Talent and Treasure                                                                                                       2010-11 “I Believe!” Partners of The Dayton Foundation
       Carol & Jack H. Adam                                                                 Jack Adam always has felt fortunate – even when he was a little boy.
                                                                                                “I was born in the United States, in good health, with good intelligence and to parents who loved me. If
                                                                                            you have those things, you are not poor,” Jack said.
                                                                                                Jack and his wife, Carol, are grateful for these and other blessings: their Catholic school and college educa-
                                                                                            tions and their four children and nine grandchildren. “It’s part of our faith to share our gifts with other people,”
                                                                                            said Jack Adam, vice president and portfolio manager for Johnson Investment Counsel.

                                                                                            “Working with The Dayton Foundation makes giving to a multitude of
                                                                                            organizations easy.” – Kettering resident Jack Adam
                                                                                                 Sharing their time is one way they show gratitude. Once a month for 10 years, the Adams served dinner
                                                                                            to the homeless at St. Vincent de Paul Hotel Gateway Shelter. And once a week for five years, Carol washed
                                                                                            laundry for the people there. “We wanted to do this hands-on work, because we could see all the good things
                                                                                            St. Vincent’s was doing,” Carol said.
                                                                                                 Jack Adam is grateful for his education at Xavier and Purdue Universities and his career managing clients’
                                                                                            investments. He also uses his talents to manage funds for St. Vincent de Paul and the Diabetes Association of the
                                                                                            Dayton Area. “If my professional abilities can help charities get the greatest return on their money, that’s a
                                                                                            perfect match,” he said.
                                                                                                 Carol Adam said education’s promise for a brighter future is why she and Jack give scholarships to Dayton-
                                                                                            area Catholic schools and to freshmen at Cincinnati’s Elder High School, Jack’s alma mater. Jack mentors some
                                                                                            of the Elder students; several have graduated from Ivy League schools, and two are orthopedic surgeons.
                                                                                                 “Students who develop their minds can lead fulfilling lives, contribute to society and develop moral
                                                                                            principles,” noted Carol, who taught in Catholic schools.
                                                                                                 The Adams also give to St. Vincent de Paul, Elizabeth’s New Life Center, churches and human services
                                                                                            organizations, and help bright, but poor, college-bound students in Bogota, Colombia, through the Maryknoll
                                                                                            Fathers and Brothers mission. “Working with The Dayton Foundation makes giving to a multitude of
                                                                                            organizations easy,” Jack said.
                                                                                                 The Adams began 30 years ago with a Charitable Checking Account, moved to a donor-advised fund and
                                                                                                                                                                            SM



                                                                                            now have a Family Foundation Plus fund. “We have new possibilities for funding, investing and giving,” Jack
                                                                                                                                  SM



                                                                                            said. “By making a gift to the Foundation when stocks are high, we are able to give back even more.” n

                                                                                                                                                                                 We help you help others. | Page 5
          Message                                 addition, donors committed over         chair of The Dayton Foundation             Foundation Grantmaking




                                                                                                                                                                                                  daytonfoundation.org
          continued from page 2                   $1.7 million in new planned               and the man who brought the              Highlights
                                                  and deferred (legacy)                              Foundation into the
                                                  gifts, for a total of            “[Frederick           modern era, expo-           Over the past fiscal year:
                                                  $180 million in com-         C. Smith] was a            nentially increasing         Nearly 14,000 grants to charity totaling nearly $37
                                                  mitted legacies. This giant of a man. We the number of new                         million
          more than $30 million in addi-
          tional unrestricted funds, to bring
                                                  is impressive and           were privileged to Foundation donors                     $11.8 million from donor funds to support
                                                  disproportionate giv- have known                        and funds. Over             education
          the Foundation to $40 million
          in unrestricted funds – or 1/8th
                                                  ing from a community                him….”            decades he was at the          $4.6 million from donor funds to houses of worship
                                                  our size.                                       center of many Foundation            An average of $146,000 granted from donor funds
          of total assets. This is incredible
                                                       The Dayton Foundation con-         leadership initiatives, advocating         each week to improve health and human services and
          growth in this type of giving.
                                                  tinues to make strides in its leader- for those who could not speak for            nearly $91,000 granted each week to support the
               Ten Community Impact
                                                  ship initiatives. We continue to        themselves. He was a giant of a            arts, culture and humanities
          Endowment Funds were added this
                                                  work to help the region’s nonprof-      man. We were privileged to have            In the last 10 years:
          past year, including the two largest
                                                  its weather the economic storm          known him and to have witnessed              Over 142,000 grants totaling $366 million
          unrestricted funds in the Founda-
                                                  and strengthen their organizations      the tremendous, good works he                Nearly $9 million in scholarships helping 7,332
          tion’s history, the unprecedented
                                                  through increased efficiencies and      accomplished through The                   students
          $26.4-million legacy gift from
                                                  partnerships. We continue to grow Dayton Foundation.                                 More than 4,200 children, who couldn’t otherwise
          Virginia Toulmin and $3.9-million
                                                  our efforts to enrich the education          We are deeply grateful to our         afford to go, were sent to camp by former factory
          legacy gift from Edward and Esther
                                                  of our children, to help strengthen     donors and volunteers, who have            workers, Helen and Robert Harmony
          Kohnle. These and other unre-
                                                  our region’s economy by fostering       planted many trees that will shade
          stricted or lightly restricted gifts
          represent these generous
                                                  economic inclusion for all, and         and shelter our community for              Grant Guidelines
                                                            to enhance organizations’     decades to come.
          donors’ investment in                                                                                                      The Dayton Foundation welcomes discretionary
          the institution of their         “We are..          efforts to preserve and
                                                                                                                                     grant requests from organizations that benefit citizens
          community founda-             grateful to all protect our beautiful                                                        in the Greater Dayton Region and that are recognized
          tion and will provide         of our donors environment.                                                                   as tax exempt under Section 501(c)(3) of the Internal
                                                                    Giving highlights
          enduring gifts to             every day….” in FY10, of course, were                                                        Revenue Code.
                                                                                          Gary L. LeRoy, M.D., Chair
          their community in                                                                                                              In order for the Foundation’s discretionary grants
                                                           the Virginia Toulmin and
          perpetuity.                                                                                                                to truly benefit the community, emphasis is placed
                                                  Edward and Esther Kohnle gifts.
                                                                                                                                     on new efforts or expansions of existing projects or
          Report on 2009-10 (FY10)                We cannot begin to state our huge
                                                                                                                                     initiatives, as well as capital and other special projects
          The Dayton Foundation’s grant-          debt of gratitude to them for these
                                                                                                                                     that enable organizations to expand services. Projects
          making has remained high, nearly        tremendous gifts. We are grateful       Michael M. Parks, President                must represent unique and unduplicated efforts that
          $37 million this past fiscal year       to all of our donors every day and
                                                                                                                                     will affect a substantial number of people.
          (July 1, 2009, to June 30, 2010 –       to our new “I Believe!” Partners
                                                                                          * At the time of publication of this            Qualified organizations interested in applying for
          FY10) and just roughly $2 million       and Standard Register for their         report, audited dollar figures were        a grant are asked to submit a Letter of Intent, which
          less than FY09. Despite the chal-       special assistance to us. The Part-     not available. You may view the
                                                                                                                                     is available online at www.daytonfoundation.org/
          lenging economy, new contribu-          ners’ commitment is described in        audited numbers on The Dayton
                                                                                          Foundation’s website at www.dayton         ltrintent.html. If, after the Foundation’s Grants Com-
          tions were up, at over $63 million      a separate section on page 2, and
                                                                                          foundation.org/0910highlights.html         mittee has determined that the project falls within the
          ($38 million in FY09), more than        they are highlighted in our annual
                                                                                          after November 22, 2010. More              Foundation’s funding guidelines, applicants will be
          $26 million of which was from           report features.                        extensive annual report informa-           sent a full grant application.
          the Virginia Toulmin gift. Total             We would be remiss if we           tion, including descriptions of Foun-
          assets climbed to over $333 mil-        didn’t state our great gratitude to     dation endowed funds, also will be         Additional grant application information is available on
                                                  Frederick C. Smith, who passed          available at this web address.             the Foundation’s website at www.daytonfoundation.
          lion ($286 million in FY09).* In
                                                                                                                                     org, or by contacting Barbra Stonerock, director of
                                                  away this year. He was a past                                                      community relations, at (937) 225-9951.
Impact Endowment Funds




                              Gary L. LeRoy, M.D., leads by example. “As a                                           In 1988 Carolyn Talbot Hoagland established
(Unrestricted or Field-of-




                              family physician, who is native to this area and                                       two Community Impact Endowment Funds to
Donors Helping Others




                              serves as chair of the Foundation Governing                                            perpetuate her parents’ devotion to children,
Through Community
Dayton Foundation




                              Board, I see every day the needs of our                                                arts and humanities. She said of parents Willard
                              community and the many ways the Foundation                                             E. “Hap” Talbot and Lenore B. Talbot Thomas,
                              makes a difference. I chose to create a                                                “They taught us that with privilege goes
                              Community Impact Endowment Fund, because                                               responsibility. It’s about repaying to society the
                              I know the Foundation will need a greater                                              benefits you have received.”
Interest)




                              reserve of unrestricted funds to continue to
                              improve our region’s quality of life.”



        A Passion for Dayton and Mending Human Need
        John E. Moore, Sr.                                                                    John E. Moore, Sr., has lived in Dayton since he was a year old and loves this community. He says with a laugh,
                                                                                              “I’ve got some skin in the game.”
                                                                                                   “Dayton has its own special culture and has been shaped by its history and past leadership. It’s a resource-
                                                                                              ful and creative community,” he said.
                                                                                                   A Dayton Foundation donor, past Governing Board chair and Foundation volunteer for nearly 40 years,
                                                                                              John is one of our community’s most dedicated and intrepid volunteers. A retired chief, Civilian Personnel,
                                                                                              Wright-Patterson Air Force Base, he has been at the center of many complex and significant community efforts,
                                                                                              a number of them leadership initiatives of The Dayton Foundation. Threads that run through the efforts to
                                                                                              which he devotes his time are human need and wrongs that needs righting. “That is what I’m most passionate
                                                                                              about,” he said.
                                                                                                   Among these efforts have been leadership in The Job Center, the Foundation’s African-American Commu-
                                                                                              nity Fund, the Commission on Minority Inclusion, the Minority Economic Development Council, the Out-of-
                                                                                              School Youth effort, Sinclair Community College and United Way, the launching of the Dayton-Montgomery
                                                                                              County Scholarship Program and of the Mentoring Collaborative, and helping pass the Human Services Levy
                                                                                              and resurrect Mary Scott Nursing Home. “There’s always more work to do,” John said.
                                                                                                   What motivated John to be the giving person that he is? “It’s faith and fate,” he said. “My faith makes me

                                                                                              “Giving provides me an opportunity to practice my faith.”
                                                                                              – Dayton resident John Moore
                                                                                              open to sharing. Giving provides me an opportunity to practice my faith.” His fate was interwoven with living
                                                                                              through the Depression and World War II. While in the military he traveled and saw poverty and need “in the
                                                                                              most stretched dimensions,” he said.
                                                                                                   He witnessed and experienced the effects of a segregated society during and after the war, which fired him up
                                                                                              to find a solution to the social and economic inequities he saw. “I had a choice to be angry or be part of the solu-
                                                                                              tion. I chose the latter,” he said. “I’ve seen so many fellow citizens in need and not able to be self-sufficient. It has
                                                                                              continued to motivate me to want to do more.” This formed the basis for a lifetime of action on behalf of others.
                                                                                                  Not a wealthy man, John says he gives what he can monetarily, “but it’s not always about the dollars. Time
                                                                                              and talent are just as important.” John’s life bears witness to precisely this. n

      Page 6 | 2009-10 Report to the Community
 Governing Board                          volunteers serve on dozens of                                                                                                    Past Governing Board Members
 of The Dayton                            fund grantmaking committees.                                                                                                               .
                                                                                                                                                                           Charles F Kettering 1921-25
                                                                                                                                                                           D. Frank Garland 1921-28
 Foundation                               Together, they provide the citizen
                                                                                                                                                                           William D. Chamberlin 1921-36
                                          involvement that characterizes a
 (As of June 30, 2010)                                                                                                                                                     Francis J. McCormick 1921-38
                                          true community foundation.




C
                                                                                                                                                                           Milton Stern 1921-43
                                          Gary L. LeRoy, associate dean for                                                                                                John G. Lowe 1925-27
               entral to the steward-
                                          Student Affairs and Admissions,                                                                                                  Donald A. Kohr 1927-58
               ship of The Dayton         Wright State University Boonshoft
               Foundation and its                                                     Gary L. LeRoy, chair      Thomas G. Breitenbach Craig J. Brown                       Ezra M. Kuhns 1928-60
                                          School of Medicine, chair                                                                                                        Harry B. Canby 1936-56
               charitable activities is
                                          Thomas G. Breitenbach, CEO,                                                                                                      H. Beckman Ohmer 1939-41
 a volunteer Governing Board of           Premier Health Partners                                                                                                          Charles J. Brennan 1942-62
 up to 15 volunteers. These experi-
                                          Craig J. Brown, retired senior vice                                                                                              Jack R. Silverman 1945-46
 enced civic leaders are appointed        president, treasurer and CFO, The                                                                                                Samuel L. Finn 1946-58
 to five-year terms by the senior         Standard Register Company                                                                                                        Edward L. Kohnle 1957-73
 judge of the U.S. District Court         Ellen S. Ireland, community leader                                                                                               Milton H. Wagner 1958-71
 for Southwest Ohio, the probate                                                                                                                                           David L. Rike 1961-78
                                          Charles A. Jones, retired chief
 judge of Montgomery County,              operating officer/assistant city                                                                                                 William Kuntz 1962-73
                                                                                      Ellen S. Ireland          Charles A. Jones           Helen E. Jones-Kelley
 the mayor of the City of Dayton,         manager, City of Dayton                                                                                                          Robert A. Stein 1972-73
 the chief executive officers of the                                                                                                                                       John E. Moore, Sr. 1972-91
                                          Helen E. Jones-Kelley, special
 Foundation’s trustee financial in-       assistant to the president for                                                                                                   Louis S. Goldman 1973-82
 stitutions (two appointments) and        external relations, Central State                                                                                                Robert S. Oelman 1974-80
 fellow members of the Governing          University                                                                                                                       Charles W. Danis 1974-84
 Board (up to 10 appointments).                                                                                                                                            Frederick C. Smith 1979-89
                                          Anita J. Moore, retired vice
 The Governing Board also serves                                                                                                                                           Anne S. Greene 1980-90
                                          president, The Berry Company/
 as the Board of Trustees for a num-                                                                                                                                       Jesse Philips 1983-92
                                          AT&T
 ber of related organizations within                                                                                                                                                 .
                                                                                                                                                                           Richard F Glennon, Sr. 1984-98
                                          Vicki D. Pegg, retired Montgomery           Anita J. Moore            Vicki D. Pegg              Colleen M. Ryan                 Lloyd E. Lewis, Jr. 1988-94
 the Foundation.                          County Commissioner                                                                                                              Burnell R. Roberts 1989-2000
      Members of the Governing            Colleen M. Ryan, vice president,                                                                                                 Thomas J. Danis 1990-99
 Board and other professionals            Defense Programs, Dayton                                                                                                         Charles Abramovitz 1990-01
 volunteer on one of several              Development Coalition, and retired                                                                                               John W. Berry, Sr. 1991-97
 Foundation standing Board com-           88th Air Base Wing and Installation                                                                                              Charles S. Brown 1992-01
 mittees that guide programmatic          Commander, Wright-Patterson Air                                                                                                  Douglas L. Hawthorne 1993-02
 and philanthropic activities in          Force Base                                                                                                                       Robert S. Neff 1993-02
 the community. For a complete            Douglas C. Scholz, president,                                                                                                    Caryl D. Philips 1993-02
 listing of these committees and          Unibilt Industries                          Douglas C. Scholz         Charles G. Schroeder       Richard W. Schwartz             Betsy B. Whitney 1993-02
 their members, visit www.dayton          Charles G. Schroeder, president and                                                                                              Clayton L. Mathile 1994-96
 foundation.org/govboard.html. In         owner, Dayton Wire Wheel                                                                                                         Rajesh K. Soin 1994-01
 addition, hundreds of community          Richard W. Schwartz, president and                                                                                               Estus Smith 1994-02
                                          CEO, WinWholesale, Inc.                                                                                                          Paula J. MacIlwaine 1994-04
                                                                                                                                                                           David R. Holmes 1998-01
 Staff                                    Fred C. Setzer, Jr., chairman, Setzer
                                                                                                                                                                           John N. Taylor, Jr. 1999-03
                                          Corporation
 A staff directory for The Dayton                                                                                                                                          Judy D. McCormick 1999-08
                                                   .
                                          Jerome F Tatar, retired chairman,
 Foundation is available online           MeadWestvaco Corporation                                                                                                         Franz J. Hoge 2000-09
 at www.daytonfoundation.org/                                                                                                                                              Laura B. Pannier 2002-06
                                          Fred E. Weber, president and                Fred C. Setzer, Jr.        Jerome F. Tatar           Fred E. Weber
 whohelps.html.                           chairman, Weber Jewelers, Inc.
                                                                                                                                                                           Leo E. Knight, Jr. 2003-07
                                                                                                                                                                           Jamie King 2003-09


Mary E. Gundersen worked in accounting
and was one of the first employees of the Huffy                                                                                              To learn more about The Dayton Foundation, visit
Corporation, retiring after 49 years. Instead of                                                                                             us at www.daytonfoundation.org, or on our Facebook
using her retirement gift – a trip to Scandinavia                                                                                            or Twitter pages. You also may call (937) 222-0410 or
– she cashed in the ticket and saved the                                                                                                     (877) 222-0410 (toll free). Our receptionist, Regina
money. Upon her death in 1994, this and other                                                                                                Dixon, will be happy to direct your call. Or visit our
estate assets seeded her Community Impact                                                                                                    online staff directory at www.daytonfoundation.org/
Endowment Fund and is perpetuating her love                                                                                                  whohelps.html.
for her community.
                                                                                                                                             Meeting All Standards for
                                                                                                                                             U.S. Community Foundations.



Investing in One’s Home                                                                                                              2010-11 “I Believe!” Partners of The Dayton Foundation
Don J. & Marcy L. Schade                                                          When Don Schade moved to Greater Dayton in 1965 to teach economics at the University of Dayton, his father
                                                                                  expected him to return home one day to run the family’s lumber business in Helena, Ohio. More than 40 years later, Don
                                                                                  is still here, along with his wife, Marcy, a fourth-generation Daytonian. Together, they are proud to call the region home.
                                                                                        “I can’t see living any place else,” said Don, who today is a senior vice president for Merrill Lynch. “Dayton is just
                                                                                  big enough to have lots of amenities, but small enough that it takes just minutes to get anywhere. Plus, it’s a great
                                                                                  place to raise a family, with friendly people and a low cost of living.”
                                                                                        Longtime Dayton Foundation donors and charter members of the local chapters of 100+ Women Who Care and
                                                                                  100+ Men Who Care, the Schades say that their philosophy for giving evolves as time and needs change.
                                                                                        “We have a soft spot for lots of different causes, but when something attracts our attention and demonstrates a
                                                                                  particular need, we’re likely to help,” Marcy said.

                                                                                  “The need is greater than ever in our community due to the economic situation.
                                                                                  Giving to others helps us transform lives.” – Beavercreek resident Don Schade
                                                                                       When Don Schade’s mother passed away in 2005, he and his family wanted a special way to honor her life and
                                                                                  the life of his father, who had passed away a year earlier. They turned to The Dayton Foundation, who helped them
                                                                                  establish a Family Foundation Plus Fund, a private foundation alternative, in their family’s name.
                                                                                                                      SM



                                                                                       “The Dayton Foundation is a force for good in our community,” Don said. “It also is a very progressive community
                                                                                  foundation. I have clients throughout the country, and I’ll ask if their communities’ foundations offer services similar
                                                                                  to those of The Dayton Foundation. They don’t. The Dayton Foundation was the best solution for our family’s giving.”
                                                                                       Through this fund and their Charitable Checking Account, the Schades have made significant contributions to
                                                                                                                                                    SM



                                                                                  numerous area charities, including Kettering Medical Center, where their four children were born, Hospice of Dayton,
                                                                                  Boy Scouts of America Miami Valley Council, St. Vincent Hotel, United Way of the Greater Dayton Area and Culture
                                                                                  Works, among others.
                                                                                       “For a community our size, we are blessed with a significant arts presence,” Marcy said of their giving to
                                                                                  Culture Works. “This is so important to the life of our community, and we want to see them maintained for future
                                                                                  generations.”
                                                                                      “The need is greater than ever in our community due to the economic situation,” Don added. “Giving to others
                                                                                  helps us transform lives. We really enjoy this and look forward to continuing this for a long time.” n

                                                                                                                                                                           We help you help others. | Page 7
   Ten Reasons Why
                                                           1                                        4                                                                                     9
                                                                   We are a local organi-                     We provide highly               trusts, life insurance policies and                   We offer maximum
   People Choose To                                                zation with deep roots                     personalized ser-               other arrangements. Tools, such as                    tax advantages
   Give Through The                                                in the community.                          vice, tailored to each          a charitable gift annuity or chari-                   under state and fed-
   Dayton Foundation                                           Since 1921 The Dayton                individual’s charitable and               table remainder trust, can provide          eral law.
                                                           Foundation has been helping the          financial interests.                      an income stream for you and/or                 Gifts of cash to The Dayton
                                                           Greater Dayton Region help others            Whether you want to give now          a loved one, while generating an            Foundation are deductible up to
                                                           by being an effective steward of         or in the future, locally or nation-      immediate tax deduction and                 50 percent of your adjusted gross
                                                           community charitable resources.          wide, we can customize a char-            creating a charitable legacy with           income (AGI); gifts of appreciated,
                                                           Representatives of diverse local         itable-giving plan to make your           the remainder interest.                     long-term capital gains property



                                                                                                                                             7
                                                           leadership appoint the Founda-           philanthropic and financial goals a                                                   are deductible at fair-market value,
                                                           tion’s volunteer Governing Board,        reality. We will meet with you and                 Our professional                   up to 30 percent of AGI. We also
                                                           which oversees all facets of the         your professional advisors to dis-                 staff has broad                    can offer solutions to help reduce
                                                           Foundation’s operations.                 cuss your charitable-giving needs                  expertise regarding                estate-tax liability.
                                                                                                                                              charitable-giving vehicles,


                                                           2
                                                                                                    and how we can best fulfill them.


                                                                                                                                                                                        10
                                                                     We build permanent                                                       as well as community issues                                We are a com-


                                                                                                   5
                                                                     endowment funds                          Our charitable funds            and needs.                                                 munity leader,
                                                                     that benefit the                         help you invest in                  We employ a staff of experts,                          convening
                                                           community forever and help                         the causes you care             including three CFRE-certified              agencies and coordinating
                                                           create personal legacies.                about most.                               fundraising executives and a CPA            resources to create positive
                                                               Each year we assist thousands              We offer an array of endowed        to help you and your professional           change.
                                                           of donors and award tens of mil-         fund options that allows your             advisors focus your giving and                   The Dayton Foundation
                                                           lions of grant dollars to charitable     fund to be positioned for growth          make it more effective. We also             brings together community leaders
                                                           organizations for worthy causes.         over time and to provide lasting          have grantmaking professionals              and nonprofit organizations to
                                                           We take pride in the role we play        support for the charitable causes         and two former CEOs of local                identify emerging problems and
                                                           in carrying out the dreams of our        most meaningful to you. You can           not-for-profit organizations to             opportunities in our region, as
                                                           donors and in keeping our com-           select the degree of involvement          offer their knowledge of com-               well as to find new ways to work
                                                           munity strong.                           and recognition (or anonymity)            munity issues, opportunities                together to meet challenges. Our
                                                                                                    you desire in awarding grants             and resources.                              leadership initiatives address


                                                           3
                                                                    We multiply the


                                                                                                                                             8
                                                                                                    to charity. The Foundation’s free                                                     large-scale community issues, may
                                                                    impact of gift dollars          Charitable Checking Account                        We partner with                    involve major, long-term grant
                                                                    by pooling them with                                                               professional advi-
                                                                                                            SM
                                                                                                    Service also provides a great way                                                     commitments and foster partner-
                                                           other gifts and grants.                  to handle your regular charitable                  sors to create highly              ships between interested parties,
                                                               Combining unrestricted and           gifts, such as to your place of wor-      effective approaches to                     funders and local service provid-
                                                           field-of-interest contributions          ship or other favorite charity, and       charitable giving.                          ers. By combining the knowl-
                                                           from Community Impact Endow-             enables you to open and fund                   Every day, local professionals         edge and resources of multiple
                                                           ment Funds provides a source of          your account and do your giving           provide invaluable tax-, financial-         organizations, these partnerships
                                                           funding to help the Foundation           online.                                   and estate-planning advice to               have the opportunity to create a
                                                           respond to current and future                                                      clients who are charitably inclined.        greater impact on our community


                                                                                                    6
                                                           community needs through the                         We accept a wide               A significant percentage of donors          than any one organization could
                                                           Foundation’s discretionary grant-                   variety of assets              is introduced to the Foundation             accomplish alone.
                                                           making process and leadership                       and can facilitate             through their trusted advisors. We
                                                                                                                                                                                          For more information about how
                                                           initiatives. Coupled with grants         even the most complex                     work with donors and their advi-            The Dayton Foundation can help
                                                           from nearly 3,000 donors’ funds,         forms of giving.                          sors to develop the best and most           you fulfill your charitable goals,
                                                           they produce a collective force for          You can gift cash, appreciated        tax-wise, customized and effective          visit the Foundation’s website
                                                           community good.                          stock, real estate or other assets        charitable-giving plans.                    – www.daytonfoundation.org – or
                                                                                                                                                                                          call (937) 222-0410 or toll free at
                                                                                                    and receive maximum charitable                                                        (877) 222-0410 and ask to speak
                                                                                                    and tax benefits. You also can plan                                                   to a member of our Development
                                                                                                    future gifts through bequests, lead                                                   department.


 Preparing the Leaders of Tomorrow                                                                                                                     2010-11 “I Believe!” Partners of The Dayton Foundation
 Don L. & Janet A. Grieshop                                                            For Janet and Don Grieshop, giving to help children obtain a good education just made sense. Growing up just a few blocks
                                                                                       away from each other in the Walnut Hills area of Dayton, both Janet and Don had the importance of education instilled in them
                                                                                       from a very young age.
                                                                                           Don’s mother was employed as a factory worker for Delco, and Janet’s father frequently held two or three jobs just to keep
                                                                                       the family going.
                                                                                           “My mother didn’t want her six sons to follow in her footsteps,” Don said. “Some of her siblings didn’t graduate from high

                                                                                       “We weren’t raised with silver spoons in our mouths, but we were taught to help one
                                                                                       another in times of need.” – Dayton resident Janet Grieshop
                                                                                       school, let alone go to college, so she felt strongly about us achieving more in our futures.”
                                                                                            Janet’s parents felt much the same way. “My family struggled financially, much like many families struggle today,” Janet said.
                                                                                       “We weren’t raised with silver spoons in our mouths, but we were taught to help one another in times of need.”
                                                                                            Like his father, Don attended and graduated from the then-Chaminade High School and later worked to pay for his tuition
                                                                                       to the University of Dayton, something he is very proud of today.
                                                                                            “There are ways to pay for one’s college education. But getting through high school is a necessity,” Don said. “That’s why we
                                                                                       feel strongly about giving to help students in need obtain their high school education through Chaminade Julienne Catholic
                                                                                       High School. It is a great institution with a great spirit of community that provides a strong foundation for a young person’s life.”
                                                                                            To honor his parents and perpetuate their educational values, Janet and Don Grieshop established the Mary Kathryn and
                                                                                       Ernest L. “Hap” Grieshop Fund through The Dayton Foundation. They also utilize the Foundation for their regular charitable
                                                                                                                                       SM
                                                                                       giving through a Charitable Checking Account and have made plans for a legacy gift to one day be used by the Foundation to
                                                                                       assist charities that follow the Grieshops’ religious beliefs.
                                                                                            Janet and Don believe deeply in perpetuating their gifts to assist others less fortunate. “There is a saying, ‘To those whom
                                                                                       much is given, much is expected,’” Don said. “We’ve received so much from our community. It’s our responsibility to give
                                                                                       something back. The Dayton Foundation helps us to do this.”
                                                                                           “Knowing that we’re helping young people and that they appreciate what others are giving to assist with their education,
                                                                                       that makes me feel good,” Janet said. n


                                                              Area Community Foundations Affiliated with
                                                                                                                                                                                                                          Printed on recycled paper with
                                                                                                                                                                                                                          environmentally friendly inks.




                                                                                                                                                            The Regional Community Foundation
                                                              The Dayton Foundation
                                                              Centerville-Washington Foundation
 Editorial Content: Carol Siyahi Hicks, Christine Smith,                                                                                                    500 Kettering Tower
 Gina Sandoval
 Design: Bridge Communications
                                                              Community Foundation for Kettering                                                            Dayton, Ohio 45423
 Donor Feature Photography: Erik Owen                         Community Foundation of Miami Township                                                        Phone (937) 222-0410
 Printing: Progressive Printers Inc.                                                                                                                        Fax (937) 222-0636
                                                              Huber Heights Community Foundation                                                            Website www.daytonfoundation.org
 Printed on Sterling® Ultra, 70 lb. gloss text from
 NewPage. Manufactured in North America                       Vandalia-Butler Foundation                                                                    E-mail info@daytonfoundation.org

Page 8 | 2009-10 Report to the Community

				
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