-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE DAYTON POWER AND LIGHT COMPANY FOUND
Number and street (or P.O. box number if mail is not delivered to street address)
1065 WOODMAN DR
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DAYTON
,
OH
454321423
A Employer identification number
31-1138883
B
Telephone number (see instructions)
(937) 259-7925
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
31,514,726
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
157,479
157,479
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,636,768
b
Gross sales price for all assets on line 6a
56,901,939
7
Capital gain net income (from Part IV, line 2)
...
2,641,390
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
0
16,930
12
Total.
Add lines 1 through 11
........
2,794,247
2,815,799
13
Compensation of officers, directors, trustees, etc.
13,419
1,342
12,077
14
Other employee salaries and wages
......
29,101
2,901
26,190
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
58,168
58,168
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
42,906
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
200
94
200
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
143,794
62,505
38,467
25
Contributions, gifts, grants paid
.......
1,719,000
1,585,500
26
Total expenses and disbursements.
Add lines 24 and 25
1,862,794
62,505
1,623,967
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
931,453
b
Net investment income
(if negative, enter -0-)
2,753,294
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
1,080,901
48,770
48,770
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
3,400
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
26,573,726
28,650,991
31,465,956
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
27,658,027
28,699,761
31,514,726
17
Accounts payable and accrued expenses
..........
86,580
63,361
18
Grants payable
.................
1,008,000
1,141,500
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
1,094,580
1,204,861
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
26,563,447
27,494,900
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
26,563,447
27,494,900
30
Total liabilities and net assets/fund balances
(see instructions)
.
27,658,027
28,699,761
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
26,563,447
2
Enter amount from Part I, line 27a
.....................
2
931,453
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
27,494,900
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
27,494,900
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
CAPITAL GAIN FROM PARTNERSHIP SCHEDULE K-1
P
b
PUBLICLY TRADED SECURITIES - SEI FUNDS
P
2019-01-01
2019-12-31
c
PUBLICLY TRADED SECURITIES - SSA FUNDS
P
2019-01-01
2019-12-31
d
BUILDING AND LAND
P
2019-07-09
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
4,622
b
56,324,336
53,830,063
2,494,273
c
472,042
431,708
40,334
d
105,561
3,400
102,161
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
4,622
b
2,494,273
c
40,334
d
102,161
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
2,641,390
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
560,796
29,772,934
0.018836
2017
1,553,383
29,100,734
0.053380
2016
1,712,257
26,689,694
0.064154
2015
1,657,654
28,639,252
0.057880
2014
1,663,537
29,737,330
0.055941
2
Total
of line 1, column (d)
.....................
2
0.250191
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.050038
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
28,807,629
5
Multiply line 4 by line 3
......................
5
1,441,476
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
27,533
7
Add lines 5 and 6
........................
7
1,469,009
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,623,967
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
27,533
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
27,533
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
27,533
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
20,729
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
18,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
38,729
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11,196
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
11,196
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.DPANDL.COM/COMMUNITY.PHP
14
The books are in care of
THE FOUNDATION
Telephone no.
(937) 259-7925
Located at
1065 WOODMAN DR
DAYTON
OH
ZIP+4
454321423
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
DAVE CRUSEY
CHAIRMAN & TREASURER
0.25
0
0
0
1065 WOODMAN DRIVE
DAYTON
,
OH
45432
MARK MILLER
TRUSTEE
0.25
0
0
0
1065 WOODMAN DRIVE
DAYTON
,
OH
45432
KATHRYN STORM
TRUSTEE
0.25
0
0
0
1065 WOODMAN DRIVE
DAYTON
,
OH
45432
JOSEPH STRINES
TRUSTEE
0.25
0
0
0
1065 WOODMAN DRIVE
DAYTON
,
OH
45432
JUDI SOBECKI
TRUSTEE
0.25
0
0
0
1065 WOODMAN DRIVE
DAYTON
,
OH
45432
TOM RAGA
EXECUTIVE DIRECTOR
3.00
13,419
0
0
1065 WOODMAN DRIVE
DAYTON
,
OH
45432
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
28,824,352
b
Average of monthly cash balances
.......................
1b
421,972
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
29,246,324
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
29,246,324
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
438,695
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
28,807,629
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,440,381
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,440,381
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
27,533
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
27,533
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,412,848
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,412,848
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,412,848
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,623,967
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
1,623,967
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
27,533
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,596,434
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,412,848
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
208,448
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,623,967
a
Applied to 2018, but not more than line 2a
208,448
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
1,412,848
e
Remaining amount distributed out of corpus
2,671
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
2,671
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
2,671
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
2,671
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
TOM RAGA EXECUTIVE DIRECTOR
1065 WOODMAN DRIVE
DAYTON
,
OH
45432
(937) 259-7925
b
The form in which applications should be submitted and information and materials they should include:
THERE IS AN ON-LINE APPLICATION FORM THAT SHOULD BE COMPLETED WHICH INCLUDES: 1. A DESCRIPTION OF THE ORGANIZATION'S HISTORY, STRUCTURE, PURPOSE AND THE PROGRAM OR PROJECT FOR WHICH SUPPORT IS NEEDED. 2. STATUS AND RESULTS OF PROGRAMS PREVIOUSLY FUNDED BY THE DP&L FOUNDATION. 3. A LIST OF OTHER DONORS AND THE LEVEL OF SUPPORT RECEIVED OR REQUESTED. 4. A COPY OF THE IRS RULING CLASSIFYING THE ORGANIZATION AS TAX EXEMPT (SECTION 501(C)(3)) AND NOT A PRIVATE FOUNDATION (SECTION 509(A)) OF THE INTERNAL REVENUE CODE. 5. A COPY OF THE ORGANIZATION'S MOST RECENT FORM 990. 6. AN INDEPENDENT FINANCIAL AUDIT. 7. A FINANCIAL BUDGET. 8. SOURCES OF INCOME. 9. EXPENDITURES BY PROGRAM, ADMINISTRATION AND FUNDRAISING.
c
Any submission deadlines:
CONTRIBUTIONS ARE PLANNED ANNUALLY SO SUBMIT REQUESTS AS FAR IN ADVANCE AS POSSIBLE.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
DP&L ESTABLISHED THE DAYTON POWER AND LIGHT COMPANY FOUNDATION AS A MEANS TO REINVEST IN THE COMMUNITIES IT SERVES AND CONTRIBUTE TO THE REGION'S OVERALL QUALITY OF LIFE. THE DP&L FOUNDATION SUPPORTS A VARIETY OF ARTS & CULTURAL, HEALTH AND HUMAN SERVICES, ECONOMIC DEVELOPMENT, AND EDUCATIONAL ORGANIZATIONS. IN REVIEWING EACH REQUEST, THE FOUNDATION IS GUIDED BY THE FOLLOWING CRITERIA: 1. VALUE AND BENEFIT TO THE COMMUNITY 2. OVERALL COMMUNITY SUPPORT 3. FINANCIAL VIABILITY AND HEALTH OF THE ORGANIZATION 4. PAST DP&L FOUNDATION SUPPORT. THE FOUNDATION DOES NOT GENERALLY FUND: 1. INDIVIDUALS 2. RELIGIOUS ORGANIZATIONS 3. NATIONAL ORGANIZATIONS OUTSIDE OF WEST CENTRAL OHIO 4. OTHER FOUNDATIONS 5. ORGANIZATIONS THAT ONLY BENEFIT A FEW PEOPLE 6. ORGANIZATIONS RAISING FUNDS FOR SECOND-PARTY GIVING 7. FRATERNAL, LABOR OR VETERANS ORGANIZATIONS 8. NATIONAL OR STATE HEALTH ORGANIZATIONS 9. SPORTS LEAGUES, SCHOOL YEARBOOK OR CALENDAR ADS 10. TRAVEL FUNDS FOR TOURS, EXPEDITIONS OR MISSION TRIPS
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
AMERICAN RED CROSS DAYTON AREA CHAPTER
370 W 1ST ST
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
50,000
ARTEMIS CENTER
310 W MONUMENT AVE
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
10,000
BIG BROTHERS BIG SISTERS - MERCER AUGLAIZE & VAN WERT COUNTIES
1005 N MAIN ST
CELINA
,
OH
45822
N/A
PC
GENERAL SUPPORT
5,000
BIG BROTHERS BIG SISTERS - SHELBY & DARKE COUNTIES
PO BOX 885 121 E NORTH ST
SIDNEY
,
OH
45365
N/A
PC
GENERAL SUPPORT
5,000
BIG BROTHERS BIG SISTERS GREATER MIAMI VALLEY
22 S JEFFERSON STREET
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
37,500
BOY SCOUNTS OF AMERICA - MIAMI VALLEY COUNCIL
7285 POE AVE
DAYON
,
OH
45414
N/A
PC
GENERAL SUPPORT
10,000
BOY SCOUTS OF AMERICA - TECUMSEH COUNCIL
326 SOUTH THOMPSON AVENUE
SPRINGIELD
,
OH
45506
N/A
PC
GENERAL SUPPORT
9,000
BOYS AND GIRLS CLUB OF DAYTON
1828 WEST STEWART STREET
DAYTON
,
OH
45417
N/A
PC
GREAT FUTURES 2021-RENOVATING AND ENHANCING THE FACILITY AND GROUNDS THE ROOF REPLACEMENT, HVAC REPLACEMENT, WATER HEATING AND ADA ENTRANCE TO GYM
30,000
BRUNNER LITERACY CENTER
4825 SALEM AVENUE
DAYTON
,
OH
45416
N/A
PC
GENERAL SUPPORT
5,000
CAPITOL SQUARE FOUNDATION
OHIO STATEHOUSE ROOM 16
COLUMBUS
,
OH
43215
N/A
PC
GENERAL SUPPORT
25,000
CENTER FOR STUDY AFRICAN AMERICAN ART & CULTURE
1135 WEST THIRD STREET
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
10,000
CHILDREN'S HUNGER ALLIANCE
1105 SCHROCK ROAD SUITE 505
COLUMBUS
,
OH
43229
N/A
PC
GENERAL SUPPORT
2,500
CLOTHES THAT WORK
1133 S EDWIN C MOSES BLVD 392
DAYTON
,
OH
45417
N/A
PC
GENERAL SUPPORT
16,000
CRAYONS TO CLASSROOMS
1750 WOODMAN DR
DAYTON
,
OH
45420
N/A
PC
GENERAL SUPPORT
10,000
DAY OF CARING FOUNDATION
3095 DAYTON-XENIA RD
BEAVERCREEK
,
OH
45432
N/A
PC
GENERAL SUPPORT
5,000
DAYBREAK INC
605 S PATTERSON BLVD
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
20,000
DAYTON ART INSTITUTE
456 BELMONTE PARK NORTH
DAYTON
,
OH
45405
N/A
PC
GENERAL SUPPORT
100,000
DAYTON CHILDREN'S HOSPITAL FOUNDATION
1 CHILDRENS PLZ
DAYTON
,
OH
45404
N/A
PC
GENERAL SUPPORT
100,000
DAYTON CONTEMPORARY DANCE COMPANY
840 GERMANTOWN STREET
DAYTON
,
OH
45402
N/A
PC
LEAD SPONSOR OF THE PERFORMANCE SEASON
25,000
DAYTON CONTEMPORARY DANCE COMPANY
840 GERMANTOWN STREET
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
25,000
DAYTON FOUNDATION
1401 S MAIN STREET STE 100
DAYTON
,
OH
45409
N/A
PC
GENERAL SUPPORT
50,000
DAYTON PERFORMING ARTS ALLIANCE
126 N MAIN ST SUITE 210
DAYTON
,
OH
45402
N/A
PC
INNOVATION PARTNER, RECOGNIZED AS "POWERING INNOVATION IN THE PERFORMING ARTS AND TITLE SPONSOR OF THE FAMILY SERIES
100,000
DAYTON VISUAL ARTS CENTER (DVAC)
118 N JEFFERSON STREET
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
10,000
FISHERNIGHTINGALE HOUSES INC
417 SCHLATTER DR
WPAFB
,
OH
45433
N/A
PC
SUPPORT OPERATIONS OF FNH ON WPAFB
10,000
FIVE RIVERS METROPARKS FOUNDATION
409 E MONUMENT AVE THIRD FLOOR
DAYTON
,
OH
45402
N/A
PC
ADVENTURE CENTRAL KITCHEN RENNOVATION SERVING YOUTH SUMMER AND AFTER-SCHOOL PROGRAMS
20,000
FOODBANK OF DAYTON
56 ARMOR PL
DAYTON
,
OH
45417
N/A
PC
GENERAL SUPPORT
26,000
FRIENDS OF AULLWOOD INC
1000 AULLWOOD ROAD
DAYTON
,
OH
45414
N/A
PC
GENERAL SUPPORT
10,000
GIRL SCOUTS OF WESTERN OHIO
450 SHOUP MILL RD
DAYTON
,
OH
45415
N/A
PC
GENERAL SUPPORT
10,000
HABITAT FOR HUMANITY OF GREATER DAYTON INC
115 W RIVERVIEW AVE
DAYTON
,
OH
45405
N/A
PC
GENERAL SUPPORT
15,000
HANNAH'S TREASURE CHEST
124 WESTPARK ROAD
CENTERVILLE
,
OH
45459
N/A
PC
GENERAL SUPPORT
5,000
HUMAN RACE THEATRE COMPANY
126 N MAIN ST SUITE 300
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
5,000
JUNIOR ACHIEVEMENT DAYTON
120 W 2ND STREET STE 316
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
7,500
K12 GALLERY & TEJAS
341 SOUTH JEFFERSON ST
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
5,000
MUSE MACHINE INC
126 N MAIN ST SUITE 310
DAYTON
,
OH
45402
N/A
PC
FUNDS FOR 4 PROGRAMS: STUDENT PERF. PROGRAM, PRESCHOOL & ELEMENTARY PROGRAM, SUMMER INSTITUTE FOR EDUCATORS AND ARTS IN CONTEXT PROGRAM
30,000
NATL'L CONFERENCE FOR COMMUNITY & JUSTICE
131 N LUDLOW ST SUITE 127
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
10,000
NOBLE CIRCLE PROJECT
PO BOX 117
WEST MILTON
,
OH
45383
N/A
PC
GENERAL SUPPORT
5,000
OMEGA COMMUNITY DEVELOPMENT CORPORATION
1800 HARVARD BLVD
DAYTON
,
OH
45406
N/A
PC
THE HOPE CENTER FOR FAMILIES-FUNDING FOR EDUCATION, WORK TRAINING PROGRAMS AND HEALTH & WELLNESS SUPPORT.
200,000
OMEGA COMMUNITY DEVELOPMENT CORPORATION
1800 HARVARD BLVD
DAYTON
,
OH
45406
N/A
PC
THE HOPE CENTER FOR FAMILIES-FUNDING FOR EDUCATION, WORK TRAINING PROGRAMS AND HEALTH & WELLNESS SUPPORT.
50,000
PARITY INC
907 W 5TH ST
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
10,000
PRO BONO PARTNERSHIP OF OHIO
255 E 5TH ST 1900
CINCINNATI
,
OH
45202
N/A
PC
GENERAL SUPPORT
5,000
REBUILDING TOGETHER DAYTON
30 S MAIN ST SUITE B
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
30,000
RONALD MCDONALD HOUSE CHARITIES OF MV REG
555 VALLEY STREET
DAYTON
,
OH
45404
N/A
PC
GENERAL SUPPORT
5,000
SINCLAIR FOUNDATION
444 WEST THIRD STREET BUILDING 12
ROOM 12201
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
60,000
ST VINCENT DE PAUL SOCIAL SERVICES INC
124 W APPLE ST
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
10,000
THE LIGHT FOUNDATION
440 GREENVILLE NASHVILLE RD
GREENVILLE
,
OH
45331
N/A
PC
FUNDING OF YOUTH PROGRAMS WITH OUTDOOR LEARNING, EMPLOYEE VOLUNTEER
2,500
THERAPEUTIC RIDING INSTITUTE INC
3960 MIDDLE RUN ROAD
SPRING VALLEY
,
OH
45370
N/A
PC
GENERAL SUPPORT
10,000
THINKTV NETWORK
110 SOUTH JEFFERSON STREET
DAYTON
,
OH
45402
N/A
PC
AMERICAN GRADUATE: GETTING TO WORK PROGRAM
50,000
UNITED WAY OF THE GREATER DAYTON AREA
33 WEST FIRST STREET - SUITE 500
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
110,500
UNIVERSITY OF DAYTON FOUNDATION
300 COLLEGE PARK
DAYTON
,
OH
45469
N/A
PC
GENERAL SUPPORT
54,000
VICTORY PROJECT INC
409 TROY STREET
DAYTON
,
OH
45404
N/A
PC
BUILD-OUT CLASSROOMS, COMPUTER LAB AND STUDY USED BY STUDENTS TO COMPLETE HOMEWORK AND TUTORING SESSIONS
10,000
WE CARE ARTS
3035 WILMINGTON PIKE
KETTERING
,
OH
45429
N/A
PC
GENERAL SUPPORT
10,000
WRIGHT STATE UNIVERSITY FOUNDATION
3640 COLONEL GLENN HWY
DAYTON
,
OH
45435
N/A
PC
GENERAL SUPPORT
50,000
WYSO PUBLIC RADIO (MIAMI VALLEY PUBLIC MEDIA DBA)
150 EAST SOUTH COLLEGE STREET
YELLOW SPRINGS
,
OH
45387
N/A
PC
CONTINUE FUNDING FOR LOCAL ECONOMICS AND BUSINESS REPORTING
50,000
YWCA DAYTON
141 W 3RD ST
DAYTON
,
OH
45402
N/A
PC
GENERAL SUPPORT
50,000
Total
.................................
3a
1,585,500
b
Approved for future payment
AMERICAN NATIONAL RED CROSS-DAYTON CHAPTER
370 W 1ST ST
DAYTON
,
OH
45402
N/A
PC
PREPARE, RESPOND, RECOVER DISASTER PREPAREDNESS FOR OUR COMMUNITIES & RC VOLUNTEERS, INCLUDING HOME FIRE CAMPAIGN
50,000
ARTEMIS CENTER FOR ALTERNATIVES TO DOMESTIC VIOLENCE
310 W MONUMENT AVE
DAYTON
,
OH
45402
N/A
PC
GENERAL OPERATING FOR HEALTH, STABILITY & SAFETY OF DOMESTIC VIOLENCE VICTIMS & THEIR CHILDREN
10,000
BIG BROTHERS BIG SISTERS OF MIAMI VALLEY
22 S JEFFERSON STREET
DAYTON
,
OH
45402
N/A
PC
SUPORT OF 1-TO-1 MENTORING PROGRAMS, COMMUNITY-BASED AND SCHOOL-BASED
37,500
BIG BROTHERS BIG SISTERS OF SHELBY & DARKE COUNTIES
PO BOX 885 121 E NORTH ST
SIDNEY
,
OH
45365
N/A
PC
HS BIG BUDDIES AFTER SCHOOL CURRICULUM FOR ELEMENTARY,SITE-BASED MENTORING
8,000
BOONSHOFT DAYTON SOCIETY OF NATURAL HISTORY
2600 DEWEESE PKWY
DAYTON
,
OH
45414
N/A
PC
POWERING SCIENCE EDUCATION WITH IMPROVED EDUCATIONAL PROGRAMMING IN THE SCIENCE THEATRE AND DO LAB
50,000
BOY SCOUTS OF AMERICA MIAMI VALLEY COUNCIL
7285 POE AVE
DAYON
,
OH
45414
N/A
PC
SCOUTING FOR FOOD PROGRAM SUPPORT
10,000
BOY SCOUTS OF AMERICA TECUMSEH COUNCIL
326 SOUTH THOMPSON AVENUE
SPRINGIELD
,
OH
45506
N/A
PC
SCOUTING FOR FOOD PROGRAM SUPPORT
10,000
BRUNNER LITERACY CENTER
4825 SALEM AVENUE
DAYTON
,
OH
45416
N/A
PC
ADULT LITERACY PROGRAM SUPPORT-ENHANCE AND EXPAND
5,000
CAPITOL SQUARE RENOVATION FOUNDATION INC
OHIO STATEHOUSE ROOM 16 17 S HIGH
ST SUITE 200
COLUMBUS
,
OH
43215
N/A
PC
EDUCATIONAL PROGRAM AND EXHIBIT -AM PIONEERS OF NW TERRITORY & FORMATION OF THE STATE OF OHIO
15,000
CHILDREN'S HUNGER ALLIANCE
1105 SCHROCK ROAD SUITE 505
COLUMBUS
,
OH
43229
N/A
PC
IN RECOGNITION OF BOARD MEMBER
2,500
CLOTHES THAT WORK
1133 S EDWIN C MOSES BLVD 392
DAYTON
,
OH
45417
N/A
PC
EXPAND CLOTHING AND COACHING WORKPLACE INSTITUTE OFFERINGS AND A TECHNOLOGY UPGRADE FOR THE OFFICE TO MEET OHIO SAFE HARBOR LAW
19,500
DAYBREAK INC
605 S PATTERSON BLVD
DAYTON
,
OH
45402
N/A
PC
OPPORTUNITY ZONE EMPLOYMENT TRAINING RECOVERY MODEL TO BREAK THE CYCLE OF HOMELESSNESS AND FUNDING NEW DROP-IN ENGAGEMENT CENTER FOR YOUNG ADULTS AT ST VINCENT DEPAUL
50,000
DAYTON ART INSTITUTE
456 BELMONTE PARK NORTH
DAYTON
,
OH
45405
N/A
PC
FUNDING FOR LIGHTING OF MUSEUM EXTERIOR AND HISTORIC HILLSIDE RESTORATION
125,000
DAYTON CHILDREN'S HOSPITAL FOUNDATION
1 CHILDRENS PLZ
DAYTON
,
OH
45404
N/A
PC
FUNDING OF COMMUNITY-WIDE MARKETING PROGRAM FOR CHILDREN'S MENTAL HEALTH
75,000
DAYTON EARLY COLLEGE ACADEMY
300 COLLEGE PARK DR FITZ HALL
DAYTON
,
OH
45469
N/A
PC
RENNOVATION OF THE HS TO IMPROVE TECHNOLOGY AND IMPROVE THE LEARNING ENVIRONMENT AND ADDRESS SOME SAFETY ISSUES
10,000
DAYTON VISUAL ARTS CENTER (DBA THE CONTEMPORARY DAYTON)
118 N JEFFERSON STREET
DAYTON
,
OH
45402
N/A
PC
EXPAND INTO A NEW LANDMARK SPACE DOWNTOWN AND EXPAND SERVICES
20,000
EAST END COMMUNITY SERVICES WESTCARE OHIO INC
624 XENIA AVE
DAYTON
,
OH
45410
N/A
PC
YOUTH CHAMPIONS PROGRAM, MENTORING AND ACADEMIC HELP
10,000
FRIENDS OF AULLWOOD INC (DBA AULLWOOD AUDUBON CENTER & FARM)
1000 AULLWOOD ROAD
DAYTON
,
OH
45414
N/A
PC
STEMING SCIENCE INTO CONSERVATION ACTION PROGRAM FOR DPS 5-12 (4 DAY TRIPS & TEACHER ED)
10,000
GIRL SCOUTS OF WESTERN OHIO
450 SHOUP MILL RD
DAYTON
,
OH
45415
N/A
PC
LEADERSHIP EXPERIENCE IN MONT & MIAMI COUNTIES, OUTREACH TO LOW-INCOME
10,000
GOODWILL EASTER SEALS MIAMI VALLEY
660 SOUTH MAIN ST
DAYTON
,
OH
45402
N/A
PC
WEST DAYTON COMMUNITY SERVICES CENTER TO SERVE WEST DAYTON & TROTWOOD
30,000
HABITAT FOR HUMANITY OF GREATER DAYTON
115 W RIVERVIEW AVE
DAYTON
,
OH
45405
N/A
PC
REIVESTMENT PARTNERSHIP PROGRAM TO REVITALIZE LOW INCOME NEIGHBORHOODS
15,000
JUNIOR ACHIEVEMENT OF OKI PARTNERS INC
120 W 2ND STREET STE 316
DAYTON
,
OH
45402
N/A
PC
SPONSOSOR CLASSROOM PROGRAM TO INCREASE THE NUMBER OF CLASSES & STUDENTS
7,500
K12 GALLERY & TEJAS
341 SOUTH JEFFERSON ST
DAYTON
,
OH
45402
N/A
PC
SATURDAY ART CLASSES
5,000
LITTLE MIAMI WATERSHED INC
PO BOX 23
BELLBROOK
,
OH
45305
N/A
PC
FUNDING FOR ECONOMIC STUDY OF THE RIVER PERFORMED BY OHIO STATE UNIVERSITY
9,000
MAV YOUTH MENTORING (WAS BBBS MERCER AUGLAZE VANWERT)
1005 N MAIN ST
CELINA
,
OH
45822
N/A
PC
YOUTH MENTORING PROGRAMS IN AND OUT OF SCHOOL
5,000
MIAMI CONSERVANCY DISTRICT (FOR DAYTON WATER USER COMMITTEE)
330 EAST MONUMENT AVE
DAYTON
,
OH
45402
N/A
PC
FUNDING FOR CONSULTANT FOR 2020 DAYTON WATER QUALITY AND INFRASTRUCTURE PROJECT MANAGED BY MIAMI CONSERVANCY DISTRICT
5,000
NOBLE CIRCLE PROJECT THE
2555 SOUTH DIXIE DR SUITE 105
DAYTON
,
OH
45409
N/A
PC
SPONSORSHIP OF WEAR AFFIAR. EMPLOYEE FOUNDING MEMBER
2,500
REBUILDING TOGETHER DAYTON
30 S MAIN ST SUITE B
DAYTON
,
OH
45402
N/A
PC
SEASONAL SAFE@HOME PROG-REPAIRS AND SAFETY MODIFICAIONS FOR LOW, INCOME ELDERLY IN GERMANTOWN HUD (EDGEMONT, MIAMI CHAPEL, MADDEN HILLS NEIGHBORHOODS)
30,000
SAVE THE MUSIC FOUNDATION
PO BOX 2096
NEW YORK
,
NY
101082096
N/A
PC
DPS EARLY MUSIC EDUCATION REBUILD FOR EVERY K-8 STUDENT
10,000
SHANGO CENTER FOR THE STUDY OF AFRICAN AMERICAN ART AND CULTURE
1135 WEST THIRD STREET
DAYTON
,
OH
45402
N/A
PC
SUMMER ART CAMP AND VISUAL VOICES
10,000
SINCLAIR COMMUNITY COLLEGE FOUNDATION
444 WEST THIRD STREET BUILDING 12
ROOM 12201
DAYTON
,
OH
45402
N/A
PC
STUDENT SUCCESS APPLICATION DEVELOPER (BRING TOGETHER CITY CONNECTS & OTHER INITIATIVES) AND DIVERSITY & INCLUSION PROGRAMMING FOR STUDENTS, FACULTY & STAFF
60,000
ST VINCENT DEPAUL SOCIAL SERVICES INC
124 W APPLE ST
DAYTON
,
OH
45402
N/A
PC
MAINTAIN CURRENT LEVEL OF SHELTER SERVICES (EMERGENCY SERVICES FOR THE GENERAL POPULATION) WITH INCREASING NUMBER OF MENTAL HEALTH & SUBSTANCE ABUSE GUESTS
10,000
THE FOODBANK INC
56 ARMOR PL
DAYTON
,
OH
45417
N/A
PC
OPERATION OF THE DRIVE-THRU FOR A TWICE WEEKLY DISTRIBUTION ($30K) AND PURCHASE OF A VAN ($30K)
20,000
THERAPEUTIC RIDING INSTITUTE
3960 MIDDLE RUN ROAD
SPRING VALLEY
,
OH
45370
N/A
PC
PROGRAM EXPANSION MADE POSSIBLE IN THE NEW FACILITY (VET PROGRAM, MENTAL HEALTH
10,000
UNITED WAY OF GREATER DAYTON AREA
33 WEST FIRST STREET - SUITE 500
DAYTON
,
OH
45402
N/A
PC
FUNDING FOR LIVE UNITED FUND. ADDED LINE BELOW
115,000
UNIVERSITY OF DAYTON
300 COLLEGE PARK
DAYTON
,
OH
45469
N/A
PC
STATEHOUSE CIVIC SCHOLARS AND DC FLYERS PROGRAMS
50,000
VICTORIA THEATRE ASSOCIATION (DBA DAYTON LIVE IN 2020)
138 N MAIN STREET
DAYTON
,
OH
45402
N/A
PC
OPERATIONS AND PROGRAMMING OF THE ARTS ANNEX REQ.
85,000
WE CARE ARTS
3035 WILMINGTON PIKE
KETTERING
,
OH
45429
N/A
PC
ARTWORK PROGRAM HELPING MENTALLY AND PHYSICALLY DISABLED MARKET THEIR ART WORKING TOWARD FINANCIAL INDEPENDENCE
10,000
WRIGHT STATE UNIVERSITY FOUNDATION
3640 COLONEL GLENN HWY
DAYTON
,
OH
45435
N/A
PC
FUNDING OF STUDENT SUCCESS SUITE, ARCHIVES LIGHTING PROJECT, ARTSGALA, SR DESIGN PROJECTS IN RENEWABLE & CLEAN ENERGY, COLLEGE OF BUSINESS DEGREE COMPLETION PROGRAM
75,000
YWCA DAYTON
141 W 3RD ST
DAYTON
,
OH
45402
N/A
PC
$25K FOR THE GIRLS LEAD ED PROGRAM AND $75K CAPITAL FOR RENNOVATING THE BUILDING
50,000
Total
.................................
3b
1,141,500
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
157,479
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
19
2,636,768
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
2,794,247
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,794,247
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description