Stepping Forward For our Community

This year’s Dayton
us in their belief in the
Greater Dayton com-
munity, its resiliency
and its promise.
The Power of Belief Report on 2006-2007
11 Governance, Volunteers and Staff
Governing Board Volunteers Staff
28 Information for Grant Applicants
32 Operating Fund Contributors
39 Financial Highlights
41 Ten Reasons Why People Choose to Give Through The Dayton Foundation
This year’s report was produced in a condensed version in order to save significant dollars for other pressing community needs. For a listing of endowed Dayton Foundation funds and their descriptions, please visit the Foundation’s web site at www.daytonfoundation.org/funds.html.
Mission of The Dayton Foundation
To strengthen our community through philanthropy and leadership.
ContentS
Editorial Content: Carol Siyahi Hicks, Christine Smith, Gina Sandoval Design: Bridge Communications Donor Feature Photography: Gordon Morioka Printing: The Progressive Printers
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the “i Believe!” partnerShip
Dayton’s Charles F. Kettering inspired us with these words, “Nothing ever built arose to touch the skies unless someone dreamed that it should, someone believed that it could and someone willed that it must.” This creative giant understood the power and necessity of both belief and commitment to achieve greatness and inspire others. This report is our “I Believe!” Partners’ and The Dayton Foundation’s collective belief in the future of Greater Dayton. We believe that our region has an excellent future and that our community’s unique resources are the engine that will fuel our region’s revitalization. By The Dayton Foundation’s donors and other community partners working together, we are convinced that we can meet the challenges before us and realize our community’s bright promise.
The Power of Belief
We all have witnessed in our lives how someone’s passionate belief has led to significant change or accomplishment. When guided by a sincere commitment to uplift other human beings, beliefs have helped people live better lives – and even driven some of the most important achievements in human history. We have seen this in our own community, when belief kept the Wright Brothers true to their vision of manned, powered flight and ultimately changed the course of history.
Belief can guide our daily activities and help us undertake the seemingly impossible to help our fellow citizens. It’s what kept Emeritus Dayton Foundation Governing Board Members Frederick C. Smith and John E. Moore, Sr., The Dayton Foundation and many
letter From the Chair and the preSident
other individuals and organizations working to understand what makes self-sufficiency possible, to change the Ohio welfare system and ultimately to establish The Job Center in Dayton. This act of persistent belief over many years has helped tens of thousands of people find meaningful em- ployment and be better able to support their families. Without question, it has changed lives.
Frank Lloyd Wright once said, “The thing always hap- pens that you really believe in, and the belief in a thing makes it happen.” Said Anatole France, “To accomplish great things, we must not only act, but also dream; not only plan, but also believe.”
At The Dayton Foundation, every day we see evidence of positive, compassionate belief on the part of donors, not- for-profit organizations and community leadership with whom we have the privilege to
work. We witness the power of belief played out through a generosity of spirit that seems to broaden in a wider circle of people each year. This gives us the strong belief that our community will find the resources it needs as it moves forward in the coming years.
“I Believe!” Partners
This year we were very fortunate to have seven donors and families step forward to become our second group of “I Believe!” Partners. Each has committed funds to help underwrite this year’s Founda- tion publications program. By doing this, they have helped free up resources for the Foundation’s other community work.
In addition, they have agreed to share their beliefs about this community and the Foundation’s role in assisting it, as well as their personal stories.
2 Letter: The Dayton Foundation Report to the Community 2006-2007
As one “I Believe!” Partner noted during his interview for the story chronicled later in this report, “It’s important to overcome the desire to keep our business private and to be willing to set an example.” This is not always comfortable. It is meaningful to others, however, because we all are inspired by the commitment of other people. It’s also enlightening to learn what others love about our community and what gives them hope that we can and will solve the challenges facing us as a region.
We can’t thank them enough for their willingness to come forward and for this special additional commitment they have made.
A Strong Belief in Our Region
When you look at the fact that we are blessed to have more than 2,700 donors who have placed charitable funds with The Dayton Foundation and that the pool of charitable dollars available to the community through these funds
grows year after year, you can’t help but believe that this has tremendous impact on our region’s future. Our “I Believe!” Partners’ beliefs, expressed throughout the feature stories in this report, are indicative of what we hear from our other donors. This growing number of people willing to step up and give back to their community is a tremendously positive resource as we move to strengthen ourselves as a region.
No one would deny that the
Letter: The Dayton Foundation Report to the Community 2006-2007 3
The Dayton Foundation Governing Board Chair Fred C. Setzer, Jr., and Foundation President Michael M. Parks
“It’s…enlightening to learn what others love about our community and what gives them hope that we can and will solve the challenges facing us as a region.”
Helen & Chuck Abramovitz: Dayton Means the Freedom to Be Charles Abramovitz came of age in Pennsylvania in 1940. His dream to become a chemical engineer ended when he learned he wasn’t eligible for a scholarship or to be hired by the big company in the state employing chemical engineers – because he was Jewish. At the age of 18, he realigned his dreams to a career path that was open to Jews, that of a civil engineer.
In 1939, during the rise of the Nazis in Eastern Europe, Helen Abramovitz, at 12, was taken by her mother from her homeland of Czechoslovakia (now the Czech Republic) to France. From there she went to America to join her father and escape the growing tide of Nazi anti-Semitism. She learned independence and resourceful- ness in her new American life and went on to college to become an occupational therapist and later, a family therapist. Like her husband, Chuck, she found Dayton “an open, welcoming community.”
“I felt I belonged,” Chuck Abramovitz said, “that I had a place here that was different. There were things I could do in Dayton and make a difference.” Added Helen, “It gave us a manageable place to raise our children. I was able to earn a master’s degree in coun- seling and work in a profession I enjoyed. Today I can be active while retired, helping children in the juvenile court system, aiding the Oak Tree Corner, which assists young people dealing with severe loss, as well as tutoring children.”
Chuck Abramovitz is committed to volunteerism as well, following his many successful years at Woolpert Consultants, where he was the managing partner. Serving on numerous not-for-profit boards and campaigns and being an active Dayton Foundation Governing Board member for many years, even leading Foundation leadership initiatives as an Emeritus Board member, he sees many opportunities for citizens to get involved and work to better their community.
continued
Dayton area has been going through difficult times. We have big issues ahead of us – economic opportunity for all, homelessness, health care, our schools, among them. But we will figure them out together, as a community – and The Dayton Foundation will be a committed part of that. What strikes us is how many people believe in the unique resources that make Dayton different from many struggling Mid- western manufacturing towns
and that convince them and us that we will grow stronger from our challenges. These resources are pillars of opti- mism for us all as we look to our future.
Consider for a moment our rich, machine tool and manufacturing base; the emerging technologies from Wright- Patterson Air Force Base and the area’s research institutions; the community’s entrepreneur- ial spirit and can-do attitude; the unusually abundant educational base of many fine colleges and universities; the extensive quality-of-life resources; the deep Midwestern values that drive our community; and the strength of individual and family philanthropic commitment. These distinguishing, regional strengths provide the ingredi- ents we need to emerge as a prosperous and vibrant region.
It is our belief – and our conviction – that we have within us the ability to be
“…every day we see evidence of positive, compassionate belief on the part of donors, not-for-profit organizations and community leadership….”
Dayton Ohio Habitat for Humanity
“Each of us has a responsibility to the rest of the community.” – Chuck Abramovitz
As the second oldest professional dance company in the country, the Dayton Bal- let has a tradition of providing first-class performances and educational programs.
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recognized as one of the most livable cities in America.
Report on 2006-2007
This past year held its challenges for The Dayton Foun- dation, when a fire on our floor in the Kettering Tower led to our displacement to a remote site from late October to June. While the fire was not what one hopes for in life, the experiences that came from it produced many positives. With a disaster recovery plan in place, we were able to be back up and running from our remote location within 24 hours, serving our constituents and assuring proper management of donor funds.
It is our belief that because of this experience, we are stronger as an organization than we were a year ago. We know that our disaster recovery plan worked. As we sorted through the extra challenges that working off site pre- sented, we learned quickly
Helen & Chuck Abramovitz continued
“Giving is just a way of life. It’s what you’re supposed to do. If you had it, you gave it.” – Helen Abramovitz
Through a vast network of programs and services, the United Way of the
Greater Dayton Area is helping to create a stronger region and to
improve people’s lives.
One of those opportunities is philanthropic, and the Abramo- vitzes have chosen to do this through The Dayton Foundation. Why did they establish charitable funds at the Foundation? “Because of trust,” he said. “If an organization is going to handle whatever your legacy will be, trust is the
key. The Dayton Foundation has processes for handling endowments expertly. And none of us really knows what the greatest community needs are now, let alone in the future. That’s what The Dayton Foundation was established to do.”
Among the special places in their hearts are the arts and United Way, “which funds based on need, not popularity,” he said. “The arts has been a passion that’s always been part of us.”
They both learned giving from their families and their synagogues. “My mother was the ultimate fundraiser,” Chuck Abramovitz said. “If it was a good cause, she would raise funds for it. She walked from business to business to ask for funds. As a child, I used to listen from the top of the stairs as my father ran the Jewish community out of our dining room during the height of the Depression. When I was 12, he would wake me up to come operate the mimeograph to get out communications.” He chuckled at the memory. “Giving is just a way
of life,” Helen Abramovitz added. “It’s what you’re supposed to do. If you had it, you gave it.” To her, it was just that simple.
Giving positively affects the giver, Chuck Abramovitz believes. He has seen people transformed by their own generous acts. “Giving helps people to be able to make
change. I know I’m a happier, more contented individual, because I give.”
It’s also helped the Abramov- itzes to raise three daughters “who are giving people in spirit and in practice,” Helen Abramovitz said. “We’re very proud of our children, grandchildren and great-grandchildren and the people they’ve become.”
“At times in your life, you can give best through your time and efforts. At other times, it may be through money. At some other point, it may be a combination,” he said. “But each of us has a responsibility to the rest of the community. Judaism teaches us ‘tikkun olam,’ which means to repair the world. It’s a big task. But do it for yourself, your family, your community.”
Emeritus Governing Board Member Charles Abramovitz and his wife Helen established a designated fund to provide financial support for their favorite charities, as well as a deferred unrestricted fund to help The Dayton Foundation meet future needs in the community.
what efforts were essential. We capitalized on the opportunities that adversity offered us and grew closer as a staff and Board as we wrestled with each new obstacle. In the end, our core commitments grew even deeper, and our organization became stronger. We thank all of you who supported us through these months and who came to our aid during our operating fund appeal. We couldn’t have done it without you.
During the last fiscal year, contributions to all entities of The Dayton Foundation totaled roughly $53 million.* New Foundation donors opened 246 new funds: 83 endowed funds, of which 26 involved deferred gifts, and
163 new Charitable Checking Accounts.SM
In the same time period, more than $40 million flowed out from Foundation donors’ funds as gifts to charitable organizations and to the community. A small percentage of this total was unrestricted dollars in a discretionary pool that funded program initiatives and grants, which are detailed in the Outcomes section of this report. The need for new discretionary funds for the Foundation’s community efforts continues to grow, as
Letter: The Dayton Foundation Report to the Community 2006-2007 7
the needs and opportunities to make a difference likewise increase.
We are pleased to be able to report that as of June 30, 2007, The Dayton Foundation held $346 million of community assets (before depreciation), more under management than at any time in the Foundation’s 86-year history. In addition, documented planned and deferred gifts totaled over $237 million, holding the promise of future benefit to our region and its numerous charitable organizations.
Over the past year, the Foundation has made important strides in the Governing Board’s leadership initiatives, including implementing three pilot sites for the Neighbor- hood School Centers Program aimed at creating full-service community schools. Another important accomplishment was the facilitation of the
“It is our belief – and our conviction – that we have within us the ability to be recognized as one of the most livable cities in America.”
Miami Valley Council, Boy Scouts of America
_______________________ * At the time of publication of this report, audited dollar figures were not available. You may view the audited numbers on The Dayton Foundation’s web site at www.daytonfoundation. org/0607highlights.html after November 16, 2007.
formation of the Commission on Minority Inclusion. This is a groundbreaking partnership between the Dayton Business Committee and The Dayton Foundation to promote greater participation and inclusion by the region’s minority community in the economic fortunes of our region. The Foundation also helped to preserve a piece of history for future generations by facilitating NCR Corpora- tion’s gift of Hawthorn Hill, the Wright Brothers’ 1914 home in Oakwood, to The Wright Family Foundation of The Dayton Foundation (please see the Outcomes section of this report).
In Conclusion
Our belief in this community is strong, because we work with committed donors, nonprofits and other partners for whom we are grateful every day. They help to make
achievable, actions that may have seemed impossible at the outset. Time and again, they have stepped up to the plate and demonstrated what can be done when belief and philanthropic action coalesce.
They have shown us a vision for our community that is optimistic and inclusive. As two of our “I Believe!” donors said in this report, “We need to…get involved in worthwhile causes.…Everyone has something they’re passionate about. Everyone can do something.” Said yet another, “My grandchildren may not be living here in 50 years, but somebody’s grandchildren will. I believe those of us who have done well in this city have a responsibility to those kids. The Dayton Foundation is our way to insure the quality of life for the next generations.”
They and other donors consistently demonstrate their belief and commitment to our community, and their common
continued
Dale & Karen Medford: A Passion for Place and for Giving For Karen and Dale Medford, it was love at first sight. They lived just a block from one another in West Carrollton and met in high school. “Dale was our paperboy – an award-winning paperboy,” Karen Medford said with a smile. “Then we were in the same place at the same time after a ball game at West Car- rollton High School and went on a date. We were both smitten. I remember telling my mother, ‘It was bells and whistles.’”
They later married and moved to Beavercreek Township. They raised two beautiful daughters, whom Karen Medford, a stay- at-home mom, “brought to my many volunteer commitments.” But that act of necessity for a busy, young mother may have been the very thing that instilled in her daughters, Bethany and Kristina, a love of giving.
Karen Medford’s mother likewise taught her. “My mom tied my coins for church into a corner of my hanky and always told me it’s important to give an offering. She was forever driving people places, doing whatever she could to help someone else.”
Early in her volunteer activities, she found Dayton to be a community open to anyone who wanted to participate. “Volunteer- ing gave me many opportunities to take on leadership roles, which have come to be defining for me as an adult,” she said. “I remember one year when I was asked to chair the Opera Ball. It was my first community fundraiser, and I didn’t know if I could carry it off. But others had faith in me. I came to realize that with a good team and by staying focused, I could accomplish what was needed of me.”
Said Dale Medford, “I also learned about giving early in life from my church and my family.” His parents were active in their church and contributed both money and time – washing
continued
“Belief can guide our daily activities and help us undertake the seemingly impossible to help our fellow citizens.”
9 9
“And the arts are wonderful here. We need to maintain them, because they can just go away if we don’t support them.” – Karen Medford For more than 45 years, Dayton Opera has entertained audiences with passionate performances by opera’s most gifted artists.
thread is The Dayton Founda- tion. Together they are making a greater difference as a group of more than 2,700 donors than any of us could do individually. Think for a moment what our region would be like if that 2,700 was two times or ten times that number. As others come to understand that there is a seat at the table for everyone, this and more are possible.
We thank all of you for doing your part for our community and for letting us serve and work with you. Your belief has touched ours and gives us not only hope, but the conviction that an exciting future lies ahead.
Fred C. Setzer, Jr., Chair
Michael M. Parks, President
the church windows, mowing the church lawn. And so it is that one generation teaches another.
Discussing their strong belief in the importance of community involvement, he said, “It’s easy to be negative if you’re not involved. But if you give something to a charity, you become a cheerleader for it
– and that gets you involved. And it’s important to be willing to set an example – we couldn’t ask others to give if we hadn’t done our part.”
Their experience utilizing The Dayton Foundation’s services since 1992 has shown them that the Foundation “is not an end in itself, but a tool to encourage philanthropy in the community,” said Dale Medford, former executive vice president and chief financial officer of The Reynolds and Reynolds Company. “They can help maximize donations and provide strong endowment capacity for nonprofits. Plus, they have an outstanding board – first class – a strong staff and a get-it-done mentality. The Foundation makes sure that everything is done to the highest level and with the highest ethics.”
While retired and snowbirds now, they maintain their home and their commitment to Dayton and continue to appreciate the quality of life that the Dayton area always
Dale & Karen Medford continued
“The region has core strengths. It’s a great place to raise a family….” – Dale Medford
The Medfords co-chaired the General Public Fundraising Division of
the Dayton RiverScape Project. RiverScape is located in the heart of
downtown Dayton.
has afforded their family. “We may not have the mountains or the sea- shore, but those areas are much more expensive and hectic than Dayton,” he said. “Here you can spend more time with your family without the stress of long commutes and the high cost of living that you have elsewhere. The region has core
strengths. It’s a great place to raise a family, with excellent educational institutions and companies, and so much to do.”
“And the arts are wonderful here,” Karen Medford said. “One of my passions is the arts, because it makes life fun and lifts the spirits. It infuses the soul of the community. We need to maintain them, because they can just go away if we don’t support them.”
“I really believe it’s important to leave a place that’s better than it would have been without you. We need to recognize that we’re blessed and get involved in worthwhile causes,” he said.
“It could be supporting a new neonatal intensive care unit,” she concluded, “or putting on a children’s opera. Everyone has something they’re passionate about. Everyone can do something.”
The Medfords have a Charitable Checking AccountSM and a deferred endowment fund to support their giving now and in the future.
Governing Board of The Dayton Foundation (As of June 30, 2007)
Fred C. Setzer, Jr., chairman, Setzer Corporation, chair
Charles A. Jones, retired chief operating officer/assistant city manager, City of Dayton, vice chair
Thomas G. Breitenbach, president and CEO, Premier Health Partners
Franz J. Hoge, retired managing partner, Dayton Office of Price- waterhouseCoopers LLP
Ellen S. Ireland, community leader
Helen E. Jones-Kelley, director, Ohio Department of Job & Family Services
Jamie King, president and CEO, Crowe Manufacturing Services, Inc.
Leo E. Knight, Jr., retired chairman and CEO, National City Mortgage Co.
Gary L. LeRoy, medical director, East Dayton Health Center
Judy D. McCormick, community leader
Vicki D. Pegg, retired Mont- gomery County Commissioner
Douglas C. Scholz, president, Unibilt Industries
governanCe, volunteerS and StaFF
Jerome F. Tatar, retired chairman, MeadWestvaco Corporation
Fred E. Weber, president and chairman, Weber Jewelers, Inc.
Judy D. McCormick
Franz J. Hoge
Ellen S. Ireland
Helen E. Jones-Kelley Jamie King Leo E. Knight, Jr.
Gary L. LeRoy Douglas C. Scholz
Richard W. Schwartz
Vicki D. Pegg
Governance: The Dayton Foundation Report to the Community 2006-2007 11
The Links: Empowering the Region Through Service and Friendship The name of The Dayton Chapter of The Links, Incorporated, not only represents a chain of friendship among African-American women, but also a chain of powerful and purposeful service to their community.
“Helping those who are less fortunate, particularly young people, is an important part of our mission. It’s what being a member of the Dayton community is all about,” said Janice Allen, Chapter president. Established in 1946, The Links is one of the nation’s oldest and largest volunteer service organizations, and the Dayton Chapter is said to be among the best in the country. Recently at The Links area confer- ence in Kansas City, the chapter received third place for its service project, “Young Parents Links to Life.”
Born and raised in Dayton, Janice Allen has seen the area change in many ways. “Dayton is a rich and diverse community comprised of people with many talents, good hearts and a will to survive and embrace the Ameri- can dream,” she said. “There are so many good, family-oriented things happening in Dayton – RiverScape and the Dayton Dragons to name two – and we’re revitalizing core neighborhoods. The Wright-Dunbar Village is a beautiful example of this.”
“My vision for the community,” she continued, “is that all citizens be treated equitably, that health care and other services be readily available and that we have activities for youth that enhance their growth.”
Over the years, the Dayton Chapter has sponsored programs to address these issues, as well as tissue and organ donation, women’s health, economic empowerment and most recently, teen pregnancy prevention.
“The key to our community’s success is for people to get
continued
Emeritus Board Members
Charles Abramovitz Charles S. Brown Thomas J. Danis Richard F. Glennon, Sr. Douglas L. Hawthorne Paula J. MacIlwaine John E. Moore, Sr. Robert S. Neff Caryl D. Philips Burnell R. Roberts Estus Smith Frederick C. Smith Betsy B. Whitney Trustee Financial Institutions
Fifth Third Bank: Richard C. Weber
JPMorgan Chase & Co.: Joey D. Williams
KeyBank: Edward B. Reilly
National City Bank, S.W. Region: James R. Hoehn
PNC Bank, Ohio, NA: Brian D. Warren
US Bank: Thomas J. Kleptz Audit Committee
Jamie King, chair; Thomas
C. DeRoss, Karl A. Frydryk, Timothy D. Jackson, James H. Miller, III Development Committee
Ellen S. Ireland, chair; John W. Ey, Steven F. Goens, Eugene D. Heflin, Franz J. Hoge, Louis G. Homan, Stanley J. Katz, Brady W. Kress, Albert W. Leland, Jacqueline E. Nawroth, Burton R. Saidel, Douglas C. Scholz, Fred C. Setzer, Jr., Frederick C. Smith, John C. Stahler Executive Committee
Fred C. Setzer, Jr., chair; Thomas G. Breitenbach, Ellen S. Ireland, Charles A. Jones, Helen E. Jones-Kelley, Jamie King, Leo E. Knight, Jr., Judy D. McCormick Finance Committee
Thomas G. Breitenbach, chair; Craig Brown, Douglas L. Hawthorne, Jamie King, William T. Lincoln, David T. Miller, Fred C. Setzer, Jr., Ronald D. Wagner
12 Governance: The Dayton Foundation Report to the Community 2006-2007
“We have big issues ahead of us…. But we will figure them out together, as a community – and The Dayton Foundation will be a committed part of that.”
“Dayton is a rich and diverse community comprised of people with many talents, good hearts and a will to survive and embrace the American dream.” – Janice Allen Central State University, Ohio’s only public, historically black university, celebrates a 120-year tradition of excellence.
13
The Dayton Chapter of The Links, Incorporated continued
involved,” she said. Reba Gaston, a 30-year member
and former president of The Dayton Chapter of The Links, shares this feeling. “Anyone can help,” she said. “Don’t sit and wait for someone else to do it. Ask yourself how you can help make a difference in our community.”
Also a native Daytonian, Reba Gaston learned early on to follow her parents’ example of commitment to the community and the importance of giving back. At age 92, her passion for Dayton and her desire to help others are as strong as ever.
“The Dayton community is a vibrant area with opportunities for anyone willing to take them,” said Reba Gaston, whose father, Dr. Lloyd Cox, was Dayton’s second African-American physician. “Sinclair Community College, for example, provides a very affordable and accessible opportunity to further one’s education.”
To help African-American students achieve their educational dreams, The Dayton Chapter of The Links established an endowed fund at The Dayton Foundation in 1993 to provide college scholarships.
“The fund just made sense,” Janice Allen said. “It provides our members with another avenue for
“Don’t sit and wait for someone else to do it. Ask yourself how you can help make a difference in our community.” – Reba Gaston
Established in 1856, Wilberforce University is the nation’s oldest private
African-American university.
giving back to Dayton and enables us to leave a legacy of giving for generations to come.”
The Dayton Chapter is grateful for The Dayton Foundation’s assistance in establishing its fund and in administering the scholarships. “The Foundation’s staff are experts in facilitating charitable giving,”
Janice Allen said. “They provide us with the information and resources we need to award grants to those most in need.”
Like Reba Gaston, Janice Allen was raised with the belief that the more you give, the more you shall receive.
“I have lived by that motto all of my life,” Janice Allen said. “In a lot of ways we’ve become a ‘me’ society. What have you done for me lately? That’s true in Dayton, as well. But by working together to create a better and stronger Dayton, everyone benefits – not just the chosen few. It only takes one person to get the ball rolling and to make a difference.”
The Dayton Chapter of The Links, Incorporated, uses their fund through the African-American Community Fund of The Dayton Foundation to provide African- American students with scholarships. They also award grants to enhance the quality of life for individuals of all ages.
Gift Acceptance Committee
Charles Abramovitz, Thomas G. Breitenbach, Ellen S. Ireland, Fred C. Setzer, Jr. Grants Committee
Leo E. Knight, Jr., chair; Charles A. Jones, Gary L. LeRoy, Judy D. McCormick, Patricia S. McDonald, Maureen T. Patterson, Vicki D. Pegg, Jerome F. Tatar, Karen M. Townsend, Susanne A. Weaver, Fred E. Weber Marketing/Public Relations Committee
Helen E. Jones-Kelley, chair; John F. Bieber, Herbert E. Brown, Ellen S. Ireland, Charles A. Jones, Robert J. Kegerreis, Judy D. McCormick, Kevin L. McDonald, Walter J. Ohlmann, Fred C. Setzer, Jr., Betsy B. Whitney, Frank J. Winslow
Foundation Volunteers
The Dayton Foundation’s volunteers dedicate their time, energy and talents to assist the Foundation in its mission to help meet the current and
14 Governance: The Dayton Foundation Report to the Community 2006-2007
future needs of the Greater Miami Valley region.
In addition to the members of the Governing Board and its standing committees, many other citizens volunteer to assist in the office and serve on committees that guide programmatic and philanthropic activities in the community. Their integrity, ability and knowledge of the region’s charitable needs provide a quality of citizen involvement that characterizes a true community foundation.
The Dayton Foundation is deeply grateful for the special role these individuals play in this community foundation’s success.
Staff
President
Rose Ann Eckart, executive assistant to the president
Deborah Dulaney Gurklies, director, Administration
Carol Siyahi Hicks, vice president, Marketing and Public Relations
Barbra A. Stonerock, director, Community Relations
Diane K. Timmons, vice president, Grants and Programs
If you would like information about The Dayton Foundation, you may call (937) 222-0410 or toll free at (877) 222-0410.
You may want to ask for one of the following people, if you have a specific area of interest.
Administration/Human Resources: Deborah Dulaney Gurklies or LaTonia McCane
Development: Joe Baldasare
Finance: Steve Darnell
Literature or general information: Chris Smith or Carol Siyahi Hicks
Left to right: Diane K. Timmons, Stephen D. Darnell, Barbra A. Stonerock, Deborah Dulaney Gurklies, Joseph B. Baldasare, Carol Siyahi Hicks, Rose Ann Eckart, Michael M. Parks
Governance: The Dayton Foundation Report to the Community 2006-2007 15
“Your belief has touched ours and gives us not only hope, but the conviction that an exciting future lies ahead.”
outComeS: the dayton Foundation initiativeS and grantmaking
16 Outcomes: The Dayton Foundation Report to the Community 2006-2007
Carillon Historical Park
Strengthening the Greater
Miami Valley citizens represent
Foundation’s mission. Through
ing its charge.
2007, The Dayton Foundation:
awarded $40.9 million in
grants and program distribu-
direction or designation of
and beyond;
to support the work of thou-
sands of not-for-profit orga-
charitable interests;
implemented three of the
the Neighborhood School
wood, from NCR Corporation
dation of The Dayton
above efforts follows.
to help address key issues in
the Greater Miami Valley.
Through leadership and sig-
Foundation is continuing its
positive difference for the
include the following.
Outcomes: The Dayton Foundation Report to the Community 2006-2007 21
Diversity and Inclusion as a Regional Strength
In 1999 The Dayton Founda-
tion convened a 33-person
and develop a plan to bring the
issues of diversity and inclu-
sion to the forefront of the
Greater Dayton region. Emeri-
tus Governing Board Member
this Foundation leadership
nesses and minority leadership
that inhibit minority partici-
the work of The Dayton Foun-
dation’s Diversity Task Force in
2006-2007 was the formation
for Economic Development,
tional entity. This partnership
between The Dayton Founda-
Committee is being co-chaired
Brother Raymond Fitz, former
Dayton. The Diversity Task
with its continuing projects
reassigned to the Commission
previously undertaken by
challenges. A three-year pilot
program has been outlined.
Goals have been established
to promote greater participa-
citizens in all aspects of the
community, while continuing
Neighborhood School Centers Program
dation announced a new
initiative to create neighbor-
elementary schools slated
several years.
the site coordinators, who
Junior Achievement
“An important accomplishment was…a groundbreaking partnership…to promote greater participation and inclusion by the region’s minority community in the economic fortunes of our region.”
Under the leadership of the
Fitz Center for Leadership in
Community at the University
of Dayton, site coordinators
have been meeting with neigh-
borhood groups to establish
relationships and gain support
for potential programs. They
after-school and intersession
activities for children.
dation Governing Board Vice
collaboration of The Dayton
Foundation and 20 major
funding partners. These part-
Dayton Public Schools, Mont-
gomery County, United Way
among others. Together they
have committed nearly $1
next three years.
Facilitation of the Gift of Hawthorn Hill, a National Treasure
The Dayton Foundation em-
NCR Corporation’s gift of the
Wright Brothers’ 1914 home
Foundation of The Dayton
National Historic Landmark
erty’s long-term management
and preservation is being
developed, The Wright Family
Foundation has partnered with
and controlled tours of
Wright Lane and Stephen
Wright Brothers’ heritage and
in aviation history.
“The Foundation…helped to preserve a piece of history for future generations by facilitating NCR Corporation’s gift of Hawthorn Hill, the Wright Brothers’ 1914 home….”
Hawthorn Hill
The Salvation Army
2006-2007 Grantmaking Highlights
nizations and the community.
ing $38.9 million, awarded
(long-term) funds and Chari-
specific charitable organiza-
endowment funds, donors
dress some of our community’s
most pressing problems and
discretionary grantmaking
Grants Committee. This volun-
teer committee, representing a
nity, makes its recommenda-
for final decision. At a later
date, Foundation staff follow
grant dollars have been used
properly.
The Dayton Foundation paid
year commitments to support
major community efforts and
the Foundation’s leadership
year, $1 million commitment
people, previously deemed lost
Charles M. Uhl, Jr., & Family: Investing in One’s Home For Charles M. Uhl, Jr., and his three daughters, giving back to their community connects them as a family, as well as to the places they call home.
After living in Greenfield, Ohio, for 79 years, Charles Uhl moved to Centerville in 2002 to be closer to his daughters, Denise Uhl Jenkins and Annette Uhl Poth, both of whom reside in Beaver- creek, and Michele Uhl Born, who lives in Cincinnati.
“Greenfield is a very small town, about 5,000 residents,” said Charles Uhl, who joined his father in the family insurance business in 1947 and retired 38 years later as the president of the Charles M. Uhl Agency, Inc. “I’ve traveled many places, but I really enjoy the Dayton area.”
Denise Jenkins considers Dayton home after living here nearly 30 years. “The University of Dayton and city environments introduced me to the richness of diversity not experienced in a small, rural community. I learned the value of living and working in a diverse community,” she said.
Michele Born agrees. “There are some nice features about living in a small town where everyone knows your name and you can walk just about any- where. However, it’s very much like living in a cocoon,” she said.
“Dayton provides the best of both worlds – the opportunity to experience a variety of cultures, but it still has the feeling of a closer-knit community,” Charles Uhl said. He now enjoys his home at Bethany Village’s Homestead, where he walks up to six miles a day.
What impresses Annette Poth about Dayton is the strong leadership and sense of pride that exist. “So many people invest their time and energy to make
continued
to the school system, in obtain-
ing a high school education.
The Dayton Foundation is
continuing its financial com-
Out-of-School-Youth Program.
estimated 5,600 Montgomery
nity. As of June 30, 2007, more
than 3,500 young people had
returned to school, with 1,698
students in the last six years
having received their high
school degree or GED
in the community. Included
totaling $45,900 from the
Robert and Helen Harmony
Fund for Needy Children.
dent camps and health-camp
programs. Organizations awarded dis-
ArtsParts ($8,000) – assistance
education coordinator.
wheelchair-accessible lift van.
Bill Mays.
opening a childcare resource
and referral agency.
(At right, from left) Denise Jenkins, Annette Poth, Charles M. Uhl, Jr., and Michele Born.
“The need for new discretionary funds for the Founda- tion’s community efforts continues to grow, as the needs and opportunities to make a difference likewise increase.”
“Dayton provides... the opportunity to experience a variety of cultures, but it still has the feeling of a closer-knit community.” – Charles Uhl A new piano, thanks to a grant from The Charles M. Uhl, Jr., and Teresa D. Uhl Family Foundation, brings music to the residents of Linden House at Bethany Village.
25
Charles M. Uhl, Jr., & Family continued
“The University of Dayton and city environments introduced me to the richness of diversity not experienced in a small, rural community.” – Denise Uhl Jenkins
The Dayton Metro Library’s Bookmobile helps share the joy of
reading with children.
Dayton a better place,” she said. “Working at Kettering Medical Center for several years, I was fortunate to be surrounded by many of the community’s philanthropic leaders. These extraordinary people, and others like them, have made important contributions to our community, both in time
and in dollars. By giving our time, talents and treasure, we can have an extraordinary impact.”
To help fulfill his philanthropic wishes and to honor his wife Teresa D. Uhl, who passed away in 1984, Charles Uhl established The Charles M. Uhl, Jr., and Teresa D. Uhl Family Foundation through The Dayton Foundation in 2003.
“I’m very pleased with The Dayton Foundation and what they have done for me and my family. They do a tremendous job and have an outstanding reputation,” he said. “I like that I can have my family involved in our fund. It’s an excellent service.”
Through grants from their fund, the Uhls have supported a literacy program for the Dayton Metro Library, purchased a new piano for the residents of Linden House at Bethany Village and funded a land- scaping project for the Greenfield Exempted Village Schools, among other things. “As a family, we’ve
been able to support projects of all sizes and purposes, both in Dayton and elsewhere, as we become aware of needs. That’s the beauty of our fund through The Dayton Foundation,” Charles Uhl said.
With his daughters also serving as advisors to the fund, Charles Uhl is carrying on his family’s philoso-
phy of giving back to the community. “I was raised very well and taught to do what was right,” he said. “I was blessed to earn a good living and make wise investment decisions. I feel good that I can help others and leave a legacy for my family.”
“It is a privilege to give where and when it is needed,” Denise Jenkins added. “Individuals and communities have opportunities to strengthen when we, as individuals and as a family, share our gifts. We are confident that this fund will continue to model this phil- osophy for future generations of our family.”
Charles Uhl, Jr., and his three daughters use their Family Foundation PlusSM fund at The Dayton Foundation to support charitable organizations of greatest interest to them in the Greater Miami Valley and beyond.
Dayton Ballet Association
($10,000) – assistance with
Who’s Tommy.
a safe teen center for Dayton-
area youth.
($8,000) – help in purchasing
building and household
($10,000) – assistance with
expanding the Boonshoft
tive learning experiences for
– Technology Resource Center
Rhythm in Shoes
Humane Society of Greater
a director of development.
Little Miami, Inc. ($15,000) –
Little Miami River corridor.
of America ($25,000) – aid in the
construction of the Frederick
Muse Machine ($10,000) –
program with the Kennedy
Ohio ($10,000) – assistance with
delivering the Dayton Daily
to individuals with vision
in enhancing the agency’s tech-
nology systems to better serve
area homeless people.
Planned Parenthood Southwest
developing a Greater Dayton
ration with Dayton Philhar-
Joan Kroc Corps Community
community.
“[Foundation donors] have shown us a vision for our community that is optimistic and inclusive.”
Kathy Rupp: Establishing Roots in the Community A love for ice hockey led Kathleen and Patrick Rupp to Dayton more than 40 years ago, but the community’s small-town feeling and friendly atmosphere enticed the Rupps to stay and raise their family.
“We both grew up in big cities, but Dayton is where we felt most comfortable,” Kathy Rupp said. “Of all the places that we lived, Dayton was the place we wanted to make our home. After seven years of Pat playing professional hockey in Dayton, we knew that we had made our roots in this community.”
Before founding Pat Rupp & Associates, a financial planning firm in Dayton, Pat Rupp played for the Dayton Gems and on the 1964 and 1968 U.S. Olympic Hockey Teams. He continued to play hockey in his spare time, until he passed away in 2006.
Kathy Rupp attributed her and Pat’s religious and modest upbringings for their desire to help others. “When you don’t have much growing up and find yourself earning a good living later in life, you want to do more to help those in need,” she said.
“Young people today feel that they are entitled to things,” she continued. “In my generation, we were taught that we had to work for what we wanted. Things didn’t come easy to us. It’s our responsibility to teach the next generation the importance of helping others who are less fortunate. By sharing what you earn with others in need, you develop a greater sense of respect for yourself and for your community. It connects you to your community.”
As a senior financial advisor, Pat Rupp never recommended anything to his clients unless he believed it was the right thing to do, she said. “That’s why he chose to open our endowed fund at The Dayton Foundation first,” she said. “He felt that if it wasn’t good enough for him, it wasn’t
continued
28 Information: The Dayton Foundation Report to the Community 2006-2007
The Dayton Foundation’s discretionary grant application process gives qualified not-for-profit organizations the opportunity to present a Letter of Intent (LOI) through the Foundation’s online LOI system. The LOI enables an organization to describe its mission and purpose, as well as the project for which it is seeking support. If, after the Foundation’s Grants Commit- tee has determined that the project falls within the Foun- dation’s funding guidelines, the organization is sent a full grant application.
Qualified charitable organizations must benefit citizens in the Dayton/Miami Valley region and be recognized as tax-exempt under Section 501(c)(3) of the Internal Revenue Code. The size and number of grant awards are related directly to the amount of money available and donor
discretion regarding the uses of certain funds.
In order for the Foundation’s discretionary grants to benefit the community in the best way possible, special emphasis is placed on new efforts or ex- pansions of existing projects or initiatives that do one or more of the following:
provide for more efficient use of community resources; promote coordination, coop- eration and sharing among organizations; and reduce the duplication of services in the community;
test or demonstrate new approaches and techniques for solving important community problems;
represent a unique opportunity that will affect a substan- tial number of people;
promote volunteer participation and citizen involvement in community affairs;
“By sharing what you earn with others in need, you develop a greater sense of respect for yourself and your community.” – Kathy Rupp The Children’s Discovery Garden at the Five Rivers MetroParks’ Wegerzyn Gardens sparks little ones’ curiosity about their natural environment.
29
Kathy Rupp continued
good enough for his clients. His clients were always number one.”
And what did Pat think of the Foundation and his fund?
“Fabulous,” she said. “The Foundation provides a good service and sound financial management, which is why he wholeheartedly recommended it to his clients. The
Foundation makes it so easy to give. They take care of everything for me, including the time-consum- ing processes of managing the fund and assuring the charitable status of the organizations I want to support.”
Kathy Rupp is making sure that her and her husband’s legacy lives on through grants awarded from their fund, including several grants she has made to the Children’s Discovery Garden at Wegerzyn Gardens.
“Pat and I would stroll through the park every day and watch as the children’s garden took shape,” she said. “Watching it being built, Pat and I felt as if we were a part of its development. He passed away before the garden was completed, but I know these grants are what
“Of all the places that we lived, Dayton was the place we wanted to make our home.” – Kathy Rupp
Erma’s House, Catholic Social Services of the Miami Valley, provides a safe, supervised environment for children
to visit with family.
Pat would have wanted to do to help maintain the garden for our community’s children, now and in the future.”
“Dayton has been a good home to us and to our children,” she continued. “I’m glad that our fund has enabled us to give back to our community, which has been good
to us. I’m grateful that I’m fulfilling Pat’s legacy.”
Kathy Rupp uses The Pat Rupp Family Foundation, a Family Foundation PlusSM fund, to provide charitable support locally and nationwide. Her children will continue to advise the fund in the future.
30 Information: The Dayton Foundation Report to the Community 2006-2007
help build nonprofit organi- zational capacity; and
strengthen the nonprofit organization by reducing operating costs, increasing public financial support and/ or improving internal management.
Nonprofit organizations interested in applying for funding from The Dayton Founda- tion are encouraged to attend a free, discretionary grants program orientation. The orientation helps explain the Foundation’s grant application process and funding guidelines. Complete grant application information, including the online LOI system, deadlines for submission and grant orientation registration form, is available on the Foundation’s web site at www.daytonfoundation. org/how2app.html.
Donor-Advised Funds 16.6%
Information: The Dayton Foundation Report to the Community 2006-2007 31
“Think for a moment what our region would be like if the 2,700 [donors] were two times or ten times that number.”
2006-2007 Total Grants Paid, by Classification of Donor Funds, by Percent**
Charitable Checking AccountsSM 50.5%
2006-2007 Total Grants Paid, by Purpose of Grant, Non-Discretionary and Discretionary*
Environment/Animals $1,716,728
* All funds (endowed and Charitable Checking Accounts), excluding Supporting Organizations. Of the 2006-2007 total grants, less than 3% are discretionary grants from unrestricted funds. Program expenditures are not included.
**Program expenditures not included.
Charitable Accounts, Inc. 0.8%
Bill & Toni Winger: Building a Stronger Community Although Carolyn (Toni) and William Winger now divide their time between Kettering and Tra- verse City, Michigan, they still call the Greater Dayton area home and have for more than 60 years.
“Dayton is a wonderful city and just the right size,” said Bill Winger, who founded Hyde Park Electronics in 1963 and retired in 2003 after selling the company. “There is so much to do in this area, so many places to visit and so many opportunities to participate in the community. Our region’s arts organizations outshine many of those in larger cities. In Dayton you also don’t have to spend half your day driving to get from one part of the city to another.”
“This is a great place to live and raise a family,” added Toni Winger, who, along with her husband, raised two children here. “The people are so warm and caring. The future of our community lies within the people.”
A longtime community volunteer, Toni Winger has a special place in her heart for the Dayton Opera, Opera Guild of Dayton and Dayton History. She currently serves as a board member for all three organizations, as well as several other local groups.
“I’m very passionate about many causes,” she said. “Giv- ing is second nature to me, and I was always taught to share. But giving doesn’t always mean through financial contributions. Volunteering is another important way you can give back to your community.”
She believes that when you give to an organization, whether through time or money, you invest in its future, become a part of the organization and want to see it flourish.
“It’s within each of us to make our community the best that it can be,” she said. “We all have the power and the responsibility to make a better community for
continued
2006-2007 dayton Foundation operating Fund ContriButorS
The Governing Board of The Dayton Foundation grate- fully acknowledges the many individuals, corporations and financial institutions who contributed to The Dayton Foundation’s Operating Fund in 2006-2007. Some of them wish to remain anonymous, and we always honor that pref- erence. These gifts enable the Foundation to continue to provide and expand services for donors and not-for-profit organizations in our community, undertake leadership initiatives and ensure the Foundation’s work to improve the quality of life throughout the Greater Miami Valley – now and for generations to come.
“I Believe!” Partners for 2007-2008
Helen H. & Charles Abramovitz, Mary S. & Richard F. Glennon, Sr., The Dayton Chapter of The Links, Incorporated, Karen L. & Dale L. Medford, Kathleen P. Rupp, Charles M. Uhl, Jr., & Family, Carolyn (Toni) & William R. Winger
Financial Institution Partnership-Level Gifts to the Foundation’s Operating Fund
Gold Level
Bronze Level
PNC Bank, Ohio, NA; US Bank; KeyBank, NA; Behnken and Associ- ates, Inc.; Buckingham Financial Group; Eubel, Brady & Suttman Asset Management; James Invest- ment Research, Inc.; Linsco/Private Ledger Financial Services; Spears, Grisanti & Brown, LLC; UBS Fi- nancial Services, Inc.; Merrill Lynch and Company; Wachovia Securities; Mead, Adam & Co., Inc.; Transam- erica Investment Management, LLC
Individual and Other Gifts to the Operating Fund in 2006-2007
Visionary ($5,000 or Above)
Anonymous Donor, Robert C. Appenzeller, Clarence E. Bowman, Jr., Mr. & Mrs. Lysle D. Cahill, Marjorie & Harry Flasher, Mr. & Mrs. Michael A. Foster, Theresa A. & David A. Gasper, The Glennon Family Charitable Trust, Forrest
32 Contributors: The Dayton Foundation Report to the Community 2006-2007
“The people are so warm and caring. The future of our community lies within the people.” – Toni Winger
Lutheran Church of Our Savior has served the community for over 60 years.
33
Bill & Toni Winger continued
“There is so much to do in this area, so many places to visit and so many opportunities to participate in the community.” – Bill Winger
Culture Works strengthens the region’s arts and cultural programs, including the
Dayton Philharmonic Orchestra.
ourselves, our families and our fellow residents. One person only may be able to afford a brick, but with enough people buying bricks and others putting them together, it won’t be long before you can build a building.”
For the Wingers, opening charitable funds through The Dayton
Foundation has helped them in this process. “The Dayton Foundation was our first choice, because it is structured to do everything we need, including administering the fund and awarding gifts to charities,” Bill Winger said. “Managing our funds is far more practical and economical than trying to run a private foundation, and we’re assured that our charitable legacy will continue after we are gone. It also gives us peace of mind knowing that our funds are monitored carefully.”
Toni Winger agrees. “By having our son and daughter and their families involved with our fund, we know our charitable support to the organizations that are important to us as a family will continue long into the future.”
The Wingers also have planned to support several local not-for- profit organizations through future charitable bequests. “We realize that we could make a big splash by giving a larger amount to just one organization, but there are so many worthwhile organizations in our area. We believe that they
all deserve our support, for they add strength to the fabric that is Dayton,” Toni Winger said.
In addition to a Family Foundation PlusSM endowed fund, the Wingers have established a Charitable Checking AccountSM at The Dayton Foundation to carry out their charitable interests. Their children and grandchildren will continue to advise their funds in the future.
E. & Ruth I. Holman Fund, Michael E. Hosford, LexisNexis, Judy D. & William K. McCormick, Karen R. & Burnell R. Roberts, John Sullivan, Jr. Charitable Trust, Carleen & Robert J. Suttman, II
Partner ($1,000 - $4,999)
Anonymous Donors, Mr. & Mrs. John W. Berry, Mr. & Mrs. William V. Boice, Mr. & Mrs. A. Rodney Boren, Mr. & Mrs. L. William Crotty, Mollie & Thomas Danis, Mr. & Mrs. J. Norman Eckstein, James Hickey, Margaret & Franz J. Hoge, Helen E. Jones-Kelley & Tom Kelley, Dr. & Mrs. Mason S. Jones, Dr. & Mrs. Neil Kantor, Mr. & Mrs. Warner Kiefaber, Jr., Margo A. & Leo E. Knight, Jr., Janet E. & David L. Meeker Fund, Miller-Valentine- Walsh Fund, Mr. & Mrs. Richard K. Mommsen, E. Lee Monnin, Laura B. & Peter W. Pannier, Amy S. & Michael M. Parks, Mr. & Mrs. Ronald Parsons, Jefferson Patterson, Vicki D. Pegg & Robert D. McGriff, Frank & Helen Reibold Memorial Trust Fund, Mr. & Mrs. John R. Remick, Sharon K. & Doug C. Scholz, Mr. & Mrs. Richard W. Schwartz, Mr. & Mrs. Fred C. Setzer, Jr., Lorelei A. & Jerome F. Tatar, Virginia B. Toulmin, Betsy B. & Leon A. Whitney
Friend ($500 - $999)
Ferguson, Mary Lange Hayes, Al H. & Olive I. Homan Fund, Ellen & Jeff Ireland, Mr. & Mrs. Charles A. Jones, Howard C. & Marie S. Kelly Fund, Mr. & Mrs. Robert S. King, Jeannette Lacouture, Mr. & Mrs. William B. Lambert, Donald Lane & Amanda Wright Lane, Dr. & Mrs. Gary L. LeRoy, Mr. & Mrs. Joseph E. Mahlmeister, Helen & Richard Martin, John K. Matthews, Jr., Mr. & Mrs. Charles R. McNamee, Mr. & Mrs. Thomas J. Miske, Mildred Mooney, Mrs. Robert L. Penny, Kathleen P. Rupp, Shellabarger Family Memorial Fund, Jacqueline & Richard Siefring Foundation, John C. Stahler, Mary E. Strasser, Wesley E. & Florence L. Williams Fund, Mr. & Mrs. John York
Supporter ($200 - $499)
Anonymous Donor, Helen H. & Charles Abramovitz, Barbara K. Ackerman, Mr. & Mrs. Joseph B. Baldasare, Mr. & Mrs. Joseph Bausman, Elinor & Sam Benedict, Mr. & Mrs. Terrell C. Black, Mr. & Mrs. Theodore R. Black, Jr., Mr. & Mrs. Richard L. Blessing, Carol & Tom G. Breitenbach, Mr. & Mrs. William H. Broad, Leonora & Orlando Brown, Mr. & Mrs. Jean Luc Caillat, Mr. & Mrs. Richard F. Carlile, Dr. & Mrs. C. Patrick Car- roll, Mr. & Mrs. Timothy O. Cornell,
Mr. & Mrs. Thomas A. Creager, Dorothy Culp, Gerald Demers, Mr. & Mrs. Mark D’Urso, Beth & John Ey, Mr. & Mrs. Paul R. Finke, Mr. & Mrs. George A. Fisher, Jr., Mr. & Mrs. Donald L. Grieshop, Mr. & Mrs. Donald C. Hall, Mr. & Mrs. Nick G. Harris, William Hoben, Mr. & Mrs. James R. Hochwalt, Mr. & Mrs. Bernard J. Holtgreive, Mr. & Mrs. Louis G. Homan, Frances P. Hussey, Mr. & Mrs. Don R. Ireland, Mr. & Mrs. John Jahoda, Mr. & Mrs. Barry R. James, Dr. & Mrs. Michael Kelly, Mr. & Mrs. Gordon F. Kohls, Suzanne & Thomas E. Landgren, Mr. & Mrs. Thomas J. Lauferswei- ler, Edythe M. Lewis, Mr. & Mrs. William T. Lincoln, Dr. & Mrs. Lawrence J. Litscher, Mr. & Mrs. Robert Millat, John E. Moore, Sr., Mr. & Mrs. Thomas R. Neeld, Mr. &
Mrs. Robert E. Neumeister, Linda & Bob Nevin, Maureen Patterson, Mr. & Mrs. Richard B. Pohl, Jr., Ruth & Gordon Price, Mary Pryor, Jan Rudd- Goenner, Mr. & Mrs. Edwin L. Ryan, Jr., Beth W. & Alan B. Schaeffer, Jane Scharrer, Mr. & Mrs. Gerald L. Schmidt, Mrs. Robert D. Schneider, Mr. & Mrs. Joseph F. Scullion, Marilyn & Del Shannon, Mr. & Mrs. Robert Siebenthaler, Carol Siyahi Hicks, St. Henry Tile Company, Inc., Mr. & Mrs. David C. Studebaker, Pamela & David Sunderland, Mr. & Mrs. Donald J. Trentman, Mr. & Mrs. Fred E. Weber, Mr. & Mrs. Herman Williams
Donors (under $200)
Anonymous Donors, Margaret & Glenn Barnhart, Joy & Fred Bartenstein, Mr. & Mrs. Brian W.
Eastwood Lake, Five Rivers MetroParks
Contributors: The Dayton Foundation Report to the Community 2006-2007 35
“Together they are making a greater difference as a group of more than 2,700 donors than any of us could do individually.”
Beebe, Catharine Bieser Black, Mr. & Mrs. Alvin Burshtan, Mr. & Mrs. John R. Callander, Terry D. Carder, Lois A. Caylor, Genevieve Danis, Mr. & Mrs. Stephen Darnell, Joyce J. & Ronald T. Deger, Mrs. Daniel W. Elliott, Helen B. Farrenkopf, Barbara L. & Louis W. Feldmann, James H. Finke, Sr., Mr. & Mrs. Richard K. Flitcraft, Georgia T. Floridis, Mr. & Mrs. Robert F. Fooksman, Mary Anne Frey, Mr. & Mrs. Robert N. Friedman, Thomas H. Gillaugh, Barbara Pflum Gobrail & Makram Gobrail, Joseph W. Goetz, Judy & Denny Graf, Mr. & Mrs. Robert A. Green, Mr. & Mrs. Eugene L. Gross, Mr. & Mrs. Donald Harker, III, Mr.
Second Street Market
& Mrs. J. Stephen Herbert, Mr. & Mrs. Frank W. Hollingsworth, Mr. & Mrs. Hans Holztrager, Mr. & Mrs. Robert J. Huels, Mrs. William J. Hussey, Beth & Kurt Hutter, Mrs. Paul L. Hyde, Mr. & Mrs. John L. Jauch, Dr. & Mrs. George John, Mr. & Mrs. James M. Joly, II, Beulah R. Jones, Ms. Kelly & Ms. Wolf, Key Foundation, Joyce N. & Mark W. Klug, Clara C. Lauderback, Rosemary L. Lewis, Mr. & Mrs. Jeffrey Linck, Robert S. Margolis, Mr. & Mrs. Lawson E. Marsh, Dr. & Mrs. David Mathews, Tatjana Mauch, Mary & Kevin McDonald, Karen & Dale Medford, Mr. & Mrs. Matthew F. Melko, Mr. & Mrs. David K. Miller, Mr. & Mrs. Thomas H. Miller, Mr. & Mrs. Joseph A. Moell, Mr. & Mrs. Rian Myers, Mr. & Mrs. David L. Neer, Northwest Advi- sory Inc., Paul F. Nugent, Jr., Selma & Walter Ohlmann, Timothy S. O’Neill, Robert E. Owen, Mr. & Mrs. Robert A. Pancoast, Margy Patter- son, Mr. & Mrs. Robert J. Perkins, Mr. & Mrs. Ernest E. Pierce, Mr. & Mrs. Norman V. Plair, Mr. & Mrs. Walter A. Porter, Mr. & Mrs. Harold S. Prigozen, Karen K. Purdum, Mr. & Mrs. Theodore Randall, Sr., Sue F. Rinehart, Joseph M. Rodgers, Mr. & Mrs. Frank X. Sagstetter, Linda & C. Miles Schmidt, Jr., Albert F. Schneider, Dr. & Mrs. Kent K. Scholl, Mr. & Mrs. Thomas H.
Mary & Dick Glennon: An Abiding Faith in Dayton In 1947 when Richard F. Glennon, Sr., came from Toledo to attend the University of Dayton, his experience was different from what he anticipated. “I found a clean, friendly city. People would stop on the street to help me find the right bus to UD.”
“Dayton has a unique heartbeat epitomized by the tool-and- die industry. It creates a spirit you don’t see in most other communities,” he said. “This industry spawned a risk-taking mentality, a courage and creativity that have been passed down from generation to generation.”
This culture provides a fertile environment for the scientific innovation coming out of Wright- Patterson Air Force Base, he believes. “Wright-Patt is a creative and continuously flowing resource for new technologies in many areas, such as polymer chemistry, computer-aided optics and digital technologies. These technologies have led to life-enhancing applications for Dayton-area businesses and educational research institutions.” Dick Glennon has seen firsthand the merger of the toolmaker and the Wright-Patt cultures that have created vital, new businesses. As president of Riverain Group Inc., which devel- ops cutting-edge concepts in the field of medical devices, he has fused these two dynamics to create a number of successful start-up companies.
What makes him confident about Dayton’s future? “It’s that rare combination of the innovative technologies and the toolmaker culture with its willingness to risk failure,” he said. “What will make Dayton grow again is to have the toolmaker’s confidence in a different industry, such as a software development environment spurred by new Wright-Patt technologies. Where the future of our community resides is in utilizing those two sources of intellectual wealth.”
continued
“Dayton has a unique heartbeat…, a courage and creativity that have been passed down from generation to generation.” – Dick Glennon Through a curriculum of reading, math and science, preschool children at West Park Academy in Dayton are getting a head start on their education.
37
Dayton is a networking town, Mary Glennon added, and an accepting environment for people who want to get involved. “In Dayton, people help one another,” she said. “It’s built into us to give back – ingrained from our families, our church. It’s what we do.”
Dick Glennon added, “Everyone
needs to put something back in the pot. When a community creates opportunities for success, business people must find ways to give back some of what they’ve taken out.”
A special philanthropic interest of the Glennons is education. “Edu- cation gives us our shot in life,” he said. “We can solve the problems of education now, or live with the results.” Another charitable focus for the family is social support for people through specific organizations like St. Mary Develop- ment Corporation – and broader community support through The Dayton Foundation.
Dick Glennon was a Dayton Foundation Governing Board member for many years. He said that of the community efforts he has engaged in through the Foundation, the one he’s proudest to have been a part of has been the growth of the Foundation from a small, unknown organization to a large, highly respected one that has impact. “I am convinced that the
Mary & Dick Glennon continued
“When a community creates opportunities for success, business people must find ways to give back some of what they’ve taken out.” – Dick Glennon
St. Mary Development Corporation provides high-quality, affordable
housing to working families and senior citizens in need in Southwest Ohio.
Foundation is the major resource in our community for those who want to leave something behind…it is a qualifying point for a variety of current needs and proposed solutions to those needs. It has the staff and the know-how to research what is going on and what is possible.”
Ultimately it’s all about “people
reaching out to help each other,” as Mary Glennon put it. “It’s what makes Dayton a community.”
Dick Glennon said it another way, recalling the challenge his mentor made to him years ago, “What are you going to do with your life after you make your money?”
“My grandchildren may not be living here in 50 years, but somebody’s grandchildren will,” he concluded. “I believe those of us who have done well in this city have a responsibility to those kids. The Dayton Foundation is our way to insure the quality of life for the next generations.”
Dick Glennon is an Emeritus Governing Board member of The Dayton Foundation. The Glennons have utilized Foundation services for their charitable giving for over 20 years. In addition to establishing Charitable Checking Accounts,SM the Glennons have an endowed donor-advised fund, a field-of- interest fund, a deferred fund and a supporting organization.
Schumann, Mr. & Mrs. Kenneth Shively, Mary Marshall Sidorsky, Mr. & Mrs. George A. Slenski, G. Richard Smith, Mr. & Mrs. J. P. Stahler, Katherine & James Stahler, Nellie Staley, Janice L. Stanze, Mr. & Mrs. Jeffrey P. Startzman, Jean K. & Kenneth R. Stegemiller, Marilyn R. Strickler, Mr. & Mrs. Thomas E. Suttmiller, Gerald Tansky, Mr. & Mrs. Kenneth A. Taylor, Diane & Ron Timmons, Mr. & Mrs. William G. Uhl, Louise Van Vliet, Mr. & Mrs. Joseph F. Wade, Mr. & Mrs. Bradley A. Weber, Dr. & Mrs. Philip A. Weisman, Mr. & Mrs. Edward L. White, Dr. & Mrs. Joseph M. Wilson, Woodland Cemetery Association of Dayton, Mr. & Mrs. Karl L. Zengel
Every effort has been made to ensure the completeness and accuracy of these names. We regret any errors or omissions and request that you contact Gina Sandoval at (937) 225-9974 with any corrections.
The U.S. stock market, as measured by the Russell 3000 Index, gained 20.1 percent for the fiscal year (July 1, 2006 - June 30, 2007). Each broad sector category produced double-digit returns with most in the mid-teens or higher. Cyclical stocks, such as energy, industrials and materials, drove the market for much of the year, as oil/gas and commodity prices rose sharply.
Conversely, the financials sector was dampened by rising interest rates, as well as problems within the sub- prime mortgage market. Rising interest rates also negatively impacted the U.S. housing market, particularly sub-prime borrowers. Delinquencies for sub-prime mortgages originated within the last five years rose, which led to fears of potential loan losses for banks with sig-
The U.S. bond market, as measured by the Lehman Brothers Aggregate Bond Index, returned 6.1 percent for the year. High-yield, corporate bonds and mortgage-backed securities were the leading areas, as investors were willing to step out on the risk spectrum.
Compared with the prior year, total assets of The Dayton Foundation, before depreciation, rose by $46.8 million (a 15.7 percent increase) to $345.8 million.*
Total contributions to all entities of The Dayton Foun- dation totaled $53.4 million. Grantmaking and distributions to nonprofit organizations were $40.9 million for the year. Documented legacies (planned and deferred gifts) increased to $237.6 million at June 30, 2007.
Fund Evaluation Group, Inc., an independent performance measurement firm hired by
nificant sub-prime exposure. Toward the end of the year, growth-oriented areas, such as technology and telecommuni- cations, began to show signs of rebounding from the doldrums of previous years.
The broad international stock markets, including emerging markets, outperformed the U.S. market with a return in excess of 30 percent. The out- performing of the broad, foreign markets versus the U.S. stock market was enhanced by the weakening dollar and the gains in emerging markets.
Dayton Art Institute
2006-2007 FinanCial highlightS
Financial Highlights: The Dayton Foundation Report to the Community 2006-2007 39
Thomas G. Breitenbach Chair, Finance Committee
* At the time of publication of this report, audited dollar figures were not available. You may view the audited numbers on The Dayton Foundation’s web site at www.daytonfoundation. org/0607highlights.html after November 16, 2007.
In addition, a copy of The Dayton Foundation’s audited financial statements may be obtained by request at 500 Kettering Tower, Dayton, Ohio 45423, or by calling The Dayton Foundation office at (937) 222-0410 or toll free at (877) 222-0410.
The Dayton Foundation, continues to monitor our investment managers’ performance results. For the fiscal year ending June 30, 2007, the composite time-weighted total return of our discretionary assets, after fees, was 16.3 percent, which exceeded the Foundation’s balanced bench- mark by 0.1 percent.
On behalf of The Dayton Foundation, I would like to thank personally the Founda- tion’s donors, who have gener- ously continued to give and make charitable commitments to the community, demonstrat- ing their ongoing commitment to the values of philanthropy.
Our thanks go also to the Foundation’s Finance and Audit Committees, the investment managers, and our Finance and Accounting staff for their effort, support and advice.
40 Financial Highlights: The Dayton Foundation Report to the Community 2006-2007
Grants and Charitable Distributions (all in $ millions)
Net Assets (Before Depreciation) (all in $ millions)
40.9 06-07
34.4 05-06
33.6 04-05
34.2 03-04
39.1 02-03
31.5 01-02
36.2 00-01
36.6 99-00
37.4 98-99
23.8 97-98
345.8 06-07
299.0 05-06
260.6 04-05
238.0 03-04
217.3 02-03
214.3 01-02
232.3 00-01
239.4 99-00
207.7 98-99
161.1 97-98
1. We are a local organization with deep roots in the community.
Since 1921 The Dayton Foundation has been an effective steward of the community’s charitable resources. Represen- tatives of diverse local leadership appoint the Foundation’s volunteer Governing Board, which oversees all facets of the Foundation’s operations.
2. Our professional staff has broad expertise regarding charitable-giving vehicles, as well as community issues and needs.
We employ a staff of charitable-giving experts, including two estate-planning attorneys, two CFRE-certified fundraising executives and a CPA to help you and your professional advisor focus your giving and make it more effective. We also have grantmaking professionals and three former CEOs of local not-for-profit organizations to offer their knowledge of com-
munity issues, opportunities and resources.
3. We provide highly personal- ized service, tailored to each individual’s charitable and financial interests.
Whether you want to give now or in the future, locally or nationally, we can custom- ize a charitable-giving plan to make your philanthropic and financial goals a reality. You also can be as involved in your charitable giving as you wish. We will meet with you and your professional advisors to discuss your charitable-giving needs and how we can best fulfill them.
4. Our charitable funds help people invest in the causes they care about most.
We offer an array of endowed-fund options that allows your fund to be positioned for growth over time and to provide lasting support for the charitable causes most meaningful to you. You can select the degree of involvement and
recognition (or anonymity) you desire in awarding grants to charity. The Foundation’s free Charitable Checking Account ServiceSM also provides a great way to handle your regular charitable gifts, such as to your place of worship or other favorite charity, and enables you to open and fund your account and do your giving online.
5. We accept a wide variety of assets and can facilitate even the most complex forms of giving.
You can gift cash, appreciated stock, real estate or other assets and receive maximum charitable and tax benefits. You also can plan future gifts through bequests, lead trusts, life insurance policies and other arrangements. Tools, such as a charitable gift annuity or charitable remainder trust, can provide an income stream for you and/or a loved one, while generating an immediate tax deduction and creating a chari-
ten reaSonS why people ChooSe to give through the dayton Foundation
Ten Reasons: The Dayton Foundation Report to the Community 2006-2007 41
table legacy with the remainder interest.
6. We partner with professional advisors to create highly effective approaches to charitable giving.
Every day, local professionals provide invaluable tax-, financial- and estate-planning advice to clients who are charitably inclined. A significant percentage of donors is introduced to the Foundation through their trusted advisors. We work with donors and their advisors to develop the best and most tax- wise, customized and effective charitable-giving plans.
7. We offer maximum tax advantages under state and federal law.
Gifts of cash to The Dayton Foundation are deductible up to 50 percent of your adjusted gross income (AGI); gifts of appreciated, long-term capital gains property are deductible at fair-market value, up to 30 percent of AGI. We also can
offer solutions to help reduce estate-tax liability.
8. We multiply the impact of gift dollars by pooling them with other gifts and grants.
Combining unrestricted contributions provides a source of funding to help the Foundation respond to current and future community needs through the Foundation’s discretionary grantmaking process and leadership initiatives. Coupled with grants from some 2,500 donors’ funds, they produce a collective force for community good.
9. We build permanent endowment funds that benefit the community forever and help create personal legacies.
Each year we assist thousands of donors and award tens of millions of grant dollars to charitable organizations for worthy causes. We take pride in the role we play in carrying out the dreams of our donors and in keeping our community strong.
10. We are a community leader, convening agencies and
coordinating resources to create positive change.
The Dayton Foundation brings together community leaders and nonprofit organizations to identify emerging problems and opportunities in our region, as well as to find new ways to work together to meet challenges. Our leadership initiatives address large- scale community issues, may involve major, long-term grant commitments and foster partnerships between interested par- ties, funders and local service providers. By combining the knowledge and resources of multiple organizations, these partnerships have the opportunity to create a greater impact on our community than any one organization could
accomplish alone. For more information about the benefits of working with The Dayton Foundation to fulfill your charitable goals, visit the Foundation’s web site – www. daytonfoundation.org – or call (937) 222-0410 or toll free at (877) 222-0410 and ask to speak to a member of our Development department.
42 Ten Reasons: The Dayton Foundation Report to the Community 2006-2007
“We build permanent endowment funds that benefit the community forever and help create personal legacies.”
500 Kettering Tower, Dayton, Ohio 45423 Phone: (937) 222-0410 Toll Free: (877) 222-0410 www.daytonfoundation.org Printed on recycled paper.

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