Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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, OH454321423
A Employer identification number

31-1138883
B Telephone number (see instructions)

(937) 259-7925
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$34,939,660
J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1 1  
4 Dividends and interest from securities... 68,060 68,060  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,045,769
b Gross sales price for all assets on line 6a 2,947,157
7 Capital gain net income (from Part IV, line 2)... 1,045,769
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).......      
12 Total. Add lines 1 through 11........ 1,113,830 1,113,830  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,419 1,342   12,077
14 Other employee salaries and wages...... 38,250 3,825   34,425
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 30,650 15,325   15,325
c Other professional fees (attach schedule).... 51,511 27,835   23,676
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 137,830 48,327   85,503
25 Contributions, gifts, grants paid....... 1,477,000 1,477,000
26 Total expenses and disbursements. Add lines 24 and 25 1,614,830 48,327   1,562,503
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -501,000
b Net investment income (if negative, enter -0-) 1,065,503
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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
Assets 1 Cash—non-interest-bearing............. 1,383,593 119,539 119,539
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 26,657,315 Click to see attachment26,155,928 34,820,121
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 28,040,908 26,275,467 34,939,660
Liabilities 17 Accounts payable and accrued expenses.......... 105,462 43,112
18 Grants payable................. 1,185,500  
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,290,962 43,112
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 26,749,946 26,232,355
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 26,749,946 26,232,355
30 Total liabilities and net assets/fund balances (see instructions). 28,040,908 26,275,467
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
26,749,946
2
Enter amount from Part I, line 27a .....................
2
-501,000
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
26,248,946
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
16,591
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
26,232,355
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICLY TRADED SECURITIES P    
b
c
d
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 2,947,157   1,901,388 1,045,769
b
c
d
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       1,045,769
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,045,769
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 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 14,810
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 14,810
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,905
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,905
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 8,095
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet8,095 RefundedBullet 11 0
Part VI-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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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 changesClick to see attachment....
3
Yes
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 .Click to see attachment
    8b
     
    No
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletWWW.DPANDL.COM/COMMUNITY.PHP
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (937) 259-7925

    Located atbullet1065 WOODMAN DRDAYTONOH ZIP+4bullet454321423
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    Part VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 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.
    bullet20, 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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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 (UNTIL 12/31/21)
    0.25
    0 0 0
    1065 WOODMAN DRIVE
    DAYTON,OH45432
    BRANDI DAVIS-HANDY TRUSTEE
    0.25
    0 0 0
    1065 WOODMAN DRIVE
    DAYTON,OH45432
    MIKE RUSS TRUSTEE
    0.25
    0 0 0
    1065 WOODMAN DRIVE
    DAYTON,OH45432
    SHARON SCHRODER TRUSTEE
    0.25
    0 0 0
    1065 WOODMAN DRIVE
    DAYTON,OH45432
    JUDI SOBECKI TRUSTEE
    0.25
    0 0 0
    1065 WOODMAN DRIVE
    DAYTON,OH45432
    KATHRYN STORM TRUSTEE
    0.25
    0 0 0
    1065 WOODMAN DRIVE
    DAYTON,OH45432
    JOSEPH STRINES TRUSTEE
    0.25
    0 0 0
    1065 WOODMAN DRIVE
    DAYTON,OH45432
    TOM RAGA EXECUTIVE DIRECTOR
    3.00
    13,419 0 0
    1065 WOODMAN DRIVE
    DAYTON,OH45432
    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...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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.............bullet0
    Part VIII-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 VIII-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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    34,747,736
    b
    Average of monthly cash balances.......................
    1b
    172,880
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    34,920,616
    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
    34,920,616
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    523,809
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    34,396,807
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,719,840
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,719,840
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    14,810
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,810
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,705,030
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,705,030
    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 XII, line 1 ...
    7
    1,705,030
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,705,030
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 2,671
    e From 2020...... 23,873
    f Total of lines 3a through e ........ 26,544
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,562,503
    a Applied to 2020, but not more than line 2a 0
    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 2021 distributable amount..... 1,562,503
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 26,544 26,544
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    115,983
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList 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).)
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe 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,OH45432
    (937) 259-7925
    bThe 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.
    cAny submission deadlines:
    CONTRIBUTIONS ARE PLANNED ANNUALLY SO SUBMIT REQUESTS AS FAR IN ADVANCE AS POSSIBLE.
    dAny 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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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)
    aPaid during the year
    (THE) LIGHT FOUNDATION
    440 GREENVILLE-NASHVILLE RD
    GREENVILLE,OH45331
    N/A PC YOUTH PROGRAMS AND CAMPS 5,000
    AGAPE DISTRIBUTION
    209 BROOKLYN AVE
    SIDNEY,OH45365
    N/A PC ADDITIONAL COST OF TRANSPORTATION FOR FOOD 10,000
    AMERICAN NATIONAL RED CROSS-DAYTON CHAPTER
    370 W 1ST ST
    DAYTON,OH45402
    N/A PC DISASTER RELIEF SERVICES, INCLUDING HOME FIRE CAMPAIGN 50,000
    ARTEMIS CENTER FOR ALTERNATIVES TO DOMESTIC VIOLENCE
    310 W MONUMENT AVE
    DAYTON,OH45402
    N/A PC GENERAL OPERATING FOR HEALTH, STABILITY & SAFETY OF DOMESTIC VIOLENCE VICTIMS & THEIR CHILDREN 10,000
    AULLWOOD (FRIENDS OF AULLWOOD INC DBA AULLWOOD AUDUBON CENTER AND FARM)
    1000 AULLWOOD ROAD
    DAYTON,OH45414
    N/A PC WOODLAND TROLL EXHIBIT PROJECT AND ENVIRONMENTAL ED PROGRAM 35,000
    BIG BROTHERS BIG SISTERS OF MIAMI VALLEY
    22 S JEFFERSON STREET
    DAYTON,OH45402
    N/A PC MENTORING PROGRAMS, COMMUNITY-BASED AND SCHOOL-BASED 30,000
    BIG BROTHERS BIG SISTERS OF SHELBY & DARKE COUNTIES
    PO BOX 885 121 E NORTH ST
    SIDNEY,OH45365
    N/A PC HS BIG BUDDIES MENTORING CURRICULUM FOR ELEMENTARY STUDENTS SITE-BASED 10,000
    BOONSHOFT DAYTON SOCIETY OF NATURAL HISTORY
    2600 DEWEESE PKWY
    DAYTON,OH45414
    N/A PC POWERING SCIENCE EDUCATION WITH IMPROVED EDUCATIONAL PROGRAMMING 50,000
    BOY SCOUTS OF AMERICA MIAMI VALLEY COUNCIL
    7285 POE AVE
    DAYON,OH45414
    N/A PC SCOUTING FOR FOOD PROGRAM SUPPORT 10,000
    BOY SCOUTS OF AMERICA TECUMSEH COUNCIL
    326 SOUTH THOMPSON AVENUE
    SPRINGIELD,OH45506
    N/A PC SCOUTING FOR FOOD PROGRAM SUPPORT 10,500
    BOYS AND GIRLS CLUB OF DAYTON
    1828 W STEWART STREET
    DAYTON,OH45417
    N/A PC CONNECTING KIDS TO PROGRAMS THROUGH THE PURCHASE OF A PASSENGER VAN 40,000
    BRUNNER LITERACY CENTER
    4825 SALEM AVENUE
    DAYTON,OH45416
    N/A PC ENHANCING AND EXPANDING ADULT EDUCATION 5,000
    CAPITOL SQUARE RENOVATION FOUNDATION INC
    400 W WILSON BRIDGE ROAD SUITE 120
    WORTHINGTON,OH43085
    N/A PC 25TH REUNION CELEBRATION 10,000
    CHILDREN'S HUNGER ALLIANCE
    1105 SCHROCK ROAD SUITE 505
    COLUMBUS,OH43229
    N/A PC YEAR-ROUND FOOD ACCESS FOR MONTGOMERY COUNTY CHILDREN 15,000
    CLOTHES THAT WORK
    1133 S EDWIN C MOSES BLVD SUITE 392
    DAYTON,OH45417
    N/A PC PARTNER IN WORKFORCE DEVELOPMENT - CLOTHING, COACHING AND EDUCATION 20,000
    CRAYONS TO CLASSROOMS
    1750 WOODMAN DRIVE
    DAYTON,OH45420
    N/A PC EMERGENCY CORE SCHOOL SUPPLY RESTOCK 15,000
    DAYBREAK INC
    605 S PATTERSON BLVD
    DAYTON,OH45402
    N/A PC DAYBREAK EMPLOYMENT PROGRAM 15,000
    DAYTON ART INSTITUTE
    456 BELMONTE PARK NORTH
    DAYTON,OH45405
    N/A PC DAI MISSION SUPPORT-EDUCATION & SPECIAL EXHIBITIONS 50,000
    DAYTON CHILDREN'S HOSPITAL FOUNDATION
    1 CHILDRENS PLZ
    DAYTON,OH45404
    N/A PC ON OUR SLEEVES MENTAL HEALTH PUBLIC AWARENESS CAMPAIGN 75,000
    DAYTON CONTEMPORARY DANCE COMPANY
    840 GERMANTOWN STREET
    DAYTON,OH45402
    N/A PC EVOLV(E)D SEASON SPONSOR 25,000
    DAYTON PERFORMING ARTS ALLIANCE
    126 N MAIN STREET SUITE 210
    DAYON,OH45402
    N/A PC INNOVATION PARTNER, "POWERING INNOVATION IN THE PERFORMING ARTS" 130,000
    EAST END COMMUNITY SERVICES WESTCARE OHIO INC
    624 XENIA AVE
    DAYTON,OH45410
    N/A PC THE EAST END WHOLE FAMILY HUB 50,000
    FAMILY VIOLENCE PREVENTION CENTER
    380 BELLBROOK AVE
    XENIA,OH45385
    N/A PC DOMESTIC VIOLENCE EMERGENCY RESPONSE TEAM (DIVERT) SERVICES 10,000
    FOODBANK INC THE
    56 ARMOR PLACE
    DAYTON,OH45417
    N/A PC DRIVE THRU FOOD PANTRY 20,000
    FREESTORE FOODBANK
    1141 CENTRAL PARKWAY
    CINCINNATI,OH452022050
    N/A PC POWER PACK PROGRAM SCHOOL BACKPACK PROGRAM 10,000
    GIRL SCOUTS OF WESTERN OHIO
    450 SHOUP MILL RD
    DAYTON,OH45415
    N/A PC LEADERSHIP EXPERIENCE FOR UNDERSERVED GS IN MONTGOMERY AND MIAMI COUNTIES 10,000
    GOODWILL EASTER SEALS MIAMI VALLEY
    660 SOUTH MAIN ST
    DAYTON,OH45402
    N/A PC WEST DAYTON COMMUNITY SERVICES CENTER TO SERVE WEST DAYTON & TROTWOOD 30,000
    HABITAT FOR HUMANITY OF CHAMPAIGN COUNTY
    955 N MAIN ST
    URBANA,OH43078
    N/A PC GRANTS FOR REPAIRS TO THE RESTORE BUILDING 10,000
    HABITAT FOR HUMANITY OF GREATER DAYTON
    115 W RIVERVIEW AVE
    DAYTON,OH45405
    N/A PC RIVERVIEW OFFICE BUILDING ROOF REPLACEMENT 25,000
    HOME IS THE FOUNDATION
    111 WEST SOMERS STREET
    EATON,OH45320
    N/A PC SENIOR HOME REPAIRS TO KEEP THEM IN THEIR HOMES 10,000
    JOG-MIAMI VALLEY DBA YES FOR YOUTH
    1723 WEBSTER ST
    DAYTON,OH45404
    N/A PC TRANSFORM CAREER MENTORING PROGRAM IN DPS 10TH GRADE 15,000
    JUNIOR ACHIEVEMENT OF OKI PARTNERS INC
    120 W 2ND STREET STE 316
    DAYTON,OH45402
    N/A PC GENJA EMPOWER STUDENTS THROUGH FINANCIAL EDUCATION 10,000
    K12 GALLERY & TEJAS
    341 SOUTH JEFFERSON ST
    DAYTON,OH45402
    N/A PC SATURDAY ART CLASSES SCHOLARSHIPS 10,000
    LEARNING TREE FARM
    3376 S UNION RD
    DAYTON,OH45417
    N/A PC DEVELOPMENTAL BOOST: FARM & NATURE-BASED EDUCATION FOR CHILDREN 5,000
    MAV YOUTH MENTORING
    1005 N MAIN ST
    CELINA,OH45822
    N/A PC YOUTH MENTORING PROGRAMS IN AND OUT OF SCHOOL 8,000
    MIAMI VALLEY CRIME STOPPERS
    PO BOX 2635
    DAYTON,OH45401
    N/A PC COMMUNITY OUTREACH EVENTS 2022 2,500
    MIAMI VALLEY NONPROFIT COLLABORATIVE
    425 N FINDLAY STREET
    DAYTON,OH45404
    N/A PC PROGRAM EXPANSION WITH VIRTUAL PROGRAMMING AND CONSULTING SERVICES 5,000
    MUSE MACHINE
    126 N MAIN STREET SUITE 310
    DAYTON,OH45402
    N/A PC FUNDING 4 STUDENT AND TEACHER EDUCATION PROGRAMS 30,000
    NOBLE CIRCLE PROJECT THE
    2555 S DIXIE DR SUITE 105
    DAYTON,OH45409
    N/A PC AWEAR AFFAIR SUPPORT 2,500
    PIQUA ARTS COUNCIL
    427 N MAIN ST
    PIQUA,OH45356
    N/A PC CREATING A COVID GRANT PROGRAM FOR AREA ARTISTS IN MIAMI & MONTGOMERY COUNTIES 5,000
    PRO BONO PARTNERSHIP OF OHIO
    255 E FIFTH STREET SUITE 1900
    CINCINNATI,OH45202
    N/A PC ATTORNEYS STRENGTHENING NONPROFITS 5,000
    REBUILDING TOGETHER DAYTON
    30 S MAIN ST SUITE B
    DAYTON,OH45402
    N/A PC SEASONAL SAFE@HOME PROG-REPAIRS AND SAFETY MODIFICATIONS FOR LOW, INCOME ELDERLY 30,000
    RONALD MCDONALD HOUSE CHARITIES DAYTON
    555 VALLEY STREET
    DAYTON,OH45404
    N/A PC FAMILY RESOURCE CENTER WHERE PARENTS AND CHILDREN CAN WORK REMOTELY 5,000
    SECOND HARVEST FOOD BANK OF CHAMPAIGN CLARK & LOGAN COUNTIES
    20 N MURRAY ST
    SPRINGFIELD,OH45504
    N/A PC ASSISTANCE OUTSIDE OF FOOD NEEDS 5,000
    ST VINCENT DEPAUL SOCIAL SERVICES INC
    124 W APPLE ST
    DAYTON,OH45402
    N/A PC REPLACE ALL LIGHTING WITH LED IN SHELTERS 25,000
    THE CONTEMPORARY DAYTON
    25 W FOURTH ST
    DAYTON,OH45402
    N/A PC EVOLUTION CAMPAIGN-FINAL ARCADE RELOCATION & PROGRAM TRANFORMATION 50,000
    THERAPEUTIC RIDING INSTITUTE
    3960 MIDDLE RUN ROAD
    SPRING VALLEY,OH45370
    N/A PC TECHNOLOGY UPGRADES 5,000
    THINKTV NETWORK
    110 S JEFFERON ST
    DAYTON,OH45402
    N/A PC MAPPING INEQUALITY: A DOCUMENTARY AND COMMUNITY INITIATIVE TAKING A DEEP DIVE INTO REDLINING IN OUR REGION. 75,000
    UNITED WAY OF GREATER DAYTON AREA
    33 WEST FIRST STREET - SUITE 500
    DAYTON,OH45402
    N/A PC STRONG FAMILIES FUND 130,000
    UNIVERSITY OF DAYTON
    300 COLLEGE PARK
    DAYTON,OH45469
    N/A PC STATEHOUSE CIVIC SCHOLARS AND DC FLYERS PROGRAMS 56,000
    WE CARE ARTS
    3035 WILMINGTON PIKE
    KETTERING,OH45429
    N/A PC ARTWORK 2,500
    WESLEY COMMUNITY CENTER
    3730 DELPHOS AVE
    DAYTON,OH45417
    N/A PC DAYTON COOKS COMMUNITY KITCHEN COLLABORATIVE FOR JOB TRAINING 10,000
    WRIGHT STATE UNIVERSITY FOUNDATION
    3640 COLONEL GLENN HWY
    DAYTON,OH45435
    N/A PC FUNDING DEI, DEGREE COMPLETION & STUDENT SUCCESS PROGRAMS & ARCHIVES 75,000
    WYSO PUBLIC RADIO
    150 EAST SOUTH COLLEGE STREET
    YELLOW SPRINGS,OH45387
    N/A PC CONTINUE FUNDING FOR LOCAL ECONOMICS AND BUSINESS REPORTING 40,000
    YMCA OF GREATER DAYTON
    316 N WILKINSON STREET
    DAYTON,OH45402
    N/A PC FREE SUMMER PRIVILEGES FOR YOUTH 7TH AND 8TH GRADES PLUS TEEN STAFF MENTORS FOR OUTDOOR PROGRAMS 20,000
    YMCA FAYETTE COUNTY FAMILY
    100 CIVIC DRIVE POBOX 1021
    WASHINGTON COURTHOUSE,OH43160
    N/A PC YOUTH DEVELOPMENT CHILD CARE CENTER 5,000
    YWCA DAYTON
    141 W 3RD ST
    DAYTON,OH45402
    N/A PC CAPITAL RENOVATIONS TO HUBER HEIGHT FACILITIES AND GIRLS LEAD PROGRAM 50,000
    Total .................................bullet 3a 1,477,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 1  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 ............
        18 1,045,769  
    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 1,113,830 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,113,830
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE DAYTON POWER AND LIGHT COMPANY FOUND
    EIN:
    31-1138883
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 30,650 15,325   15,325

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    THE DAYTON POWER AND LIGHT COMPANY FOUND
    EIN:
    31-1138883
    Statement:
    THE OHIO ATTORNEY GENERAL DOES NOT REQUIRE NOR WILL IT ACCEPT A COPY FOR FORM 990-PF. THE FOUNDATION FILES THE REQUIRED OHIO ANNUAL REPORT AND IS CURRENT WITH THE FILING REQUIREMENTS OF THE OHIO ATTORNEY GENERAL.

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE DAYTON POWER AND LIGHT COMPANY FOUND
    EIN:
    31-1138883
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SSA INDEX FUND REAL ASSET NL CTF AT COST 1,418,509 1,804,879
    SSA INDEX FUND HIGH YIELD AT COST 1,709,041 1,992,313
    SSA INDEX FUND AGGR COND INDX NL AT COST 3,189,836 3,438,041
    SSA INDEX FUND S&P 500 AT COST 5,644,739 9,732,162
    SSA INDEX FUND RUSSELL 2000 AT COST 1,287,262 2,039,845
    SSA INDEX FUND MSCI EMG MKTS INDX AT COST 1,888,563 2,418,215
    SSA INDEX FUND MSCI EAFE SMALL CAP AT COST 754,621 1,078,951
    SSA INDEX FUND MSCI EAFE INDX NL AT COST 5,207,933 7,062,868
    SSA INDEX FUND GLOBAL MANAGED AT COST 1,507,507 1,817,584
    MERCER CORE FIXED INCOME AT COST 3,547,917 3,435,263

    TY 2021 OtherDecreasesSchedule
    Name:
    THE DAYTON POWER AND LIGHT COMPANY FOUND
    EIN:
    31-1138883
    Description Amount
    PRIOR PERIOD ADJUSTMENT 16,591


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE DAYTON POWER AND LIGHT COMPANY FOUND
    EIN:
    31-1138883
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 25,192 25,192   0
    CONSULTING 26,307 2,631   23,676
    BANK FEES 12 12   0


    TY 2021 TaxesSchedule
    Name:
    THE DAYTON POWER AND LIGHT COMPANY FOUND
    EIN:
    31-1138883
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 4,000 0   0