2014-02-21T14:34:30-06:00 2013-06-30 310796034 FLAGEL HUBER FLAGEL 3400 SOUTH DIXIE DRIVE DAYTON OH 45439 990 2012-07-01 316037490 DAYTON HISTORY DAYT 9372932841 1000 CARILLON BOULEVARD DAYTON OH 454092023 BRADY KRESS 9372932841 2014-01-28 1 CHARLES CRAFT P00013094 9372993400 2012 2015-11-30 17:44:51Z BRADY KRESS 1000 CARILLON BOULEVARD DAYTON OH 454092023 7726458 0 X WWW.DAYTONHISTORY.ORG X 1943 OH TO OPERATE A HISTORICAL PARK AND MUSEUMS IN THE DAYTON, OH AREA. 14 14 108 0 600497 0 4865619 5430639 1345204 1389143 42160 41219 524999 493579 6777982 7354580 0 0 0 0 1378490 1414669 0 0 143961 2122997 2214851 3501487 3629520 3276495 3725060 34304776 38777901 1097001 1090851 33207775 37687050 X DAYTON HISTORY'S PURPOSE IS TO PROMOTE AND DISSEMINATE HISTORICAL KNOWLEDGE OF DAYTON AND MONTGOMERY COUNTY, OHIO AND THE SURROUNDING MIAMI VALLEY REGION, TO COLLECT AND PRESERVE HISTORICAL MATERIALS, TO RESTORE AND MAINTAIN LOCAL HISTORICAL BUILDINGS AND SITES AND TO PROVIDE QUALITY EDUCATIONAL EXPERIENCES FOR THE ENTIRE COMMUNITY. 0 0 784233 70841 EDUCATIONAL SERVICES: GUIDED TOURS, HERITAGE DINING, ANNUAL HERITAGE FESTIVAL, SUMMER EDUCATIONAL CAMPS, HISTORICAL REENACTMENTS 1478000 369553 MUSEUM SERVICES: COLLECTIONS, ARTIFACTS AND EXHIBIT MAINTENANCE AND PRESERVATION OF BUILDINGS WHICH HOUSE HISTORICAL ARTIFACTS 914086 948749 DEVELOPMENT AND MARKETING: ADMISSIONS, SPECIAL PARK EVENTS, EVENT RENTALS, MEMBERSHIP DEVELOPMENT 3176319 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 32 0 1 108 1 1 1 0 0 0 0 1 1 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X THE ORGANIZATION 9372932841 1000 CARILLON BOULEVARD DAYTON OH 454092023 RON ROLLINS 1.00 X X 0 0 0 BOB TAFT 1.00 X X 0 0 0 MICHAEL LEESMAN 1.00 X X 0 0 0 JACK JOHNSTON 1.00 X X 0 0 0 ERIC CLUXTON 1.00 X 0 0 0 DEAN ALEXANDER 1.00 X 0 0 0 ED GALLAGHER 1.00 X 0 0 0 ELLEN IRELAND 1.00 X 0 0 0 RAYMOND KEYTON 1.00 X 0 0 0 VALERIE LEMMIE 1.00 X 0 0 0 PAUL LOCKHART 1.00 X 0 0 0 BARBARA O'HARA 1.00 X 0 0 0 ALEXANDER HUFFMAN OLLINGER 1.00 X 0 0 0 VINCENT RUSSELL 1.00 X 0 0 0 JAY SCHWIETERMAN 1.00 X 0 0 0 STEPHEN WRIGHT 1.00 X 0 0 0 BRADY KRESS 40.00 X 98692 0 5356 98692 0 5356 0 0 0 0 0 207205 46850 56000 5120584 3731564 5430639 FACILITY RENTAL EVENTS 532000 600497 600497 MANAGEMENT FEES 541610 369553 369553 MUSEUM ADMISSIONS 713990 224914 224914 MUSEUM PROGRAM EVENTS 713990 70841 70841 DEVELOPMENTAL PROGRAM 713990 65053 65053 58285 58285 1389143 49109 49109 25955 0 25955 25955 25955 166076 173966 -7890 -7890 -7890 26815 46850 20577 6238 6238 371081 177335 193746 193746 MISC--SEE SCHEDULE O 900099 267640 267640 267640 7354580 1250032 600497 73412 116323 34897 46529 34897 1056892 994275 48473 14144 25400 21415 2515 1470 104416 89265 7231 7920 111638 102791 3509 5338 5610 5610 13250 13250 13942 13942 9650 9650 25443 25443 56530 48001 3529 5000 39817 13178 26639 304939 289739 7700 7500 499 499 3466 711 2755 300 300 792883 784961 7922 44241 44241 CONTRACTED SERVICES 194010 128031 65979 0 SATISFACTION OF PROGRAM 167269 167269 0 0 FACILITY RENTAL EVENTS 163429 163429 0 0 DEVELOPMENT ACTIVITIES 126364 58697 0 67667 253209 209477 43707 25 3629520 3176319 309240 143961 59847 66713 1092023 988595 3872086 3324944 85724 80438 72851 76023 13001 50198 26833670 8954475 17908507 17879195 1750055 1851272 9450682 14460523 34304776 38777901 272045 303662 65929 78162 759027 709027 1097001 1090851 X 20184373 24661834 5323726 4740668 7699676 8284548 33207775 37687050 34304776 38777901 X 3725060 134661 34682 584872 X X 0 1 X 1 0 X X X 0 0 0 THE DAYTON FOUNDATION 316027287 509(A)(1) 1 1 1 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 341596 32426 4727 369295 355487 -6060 7831 341596 304808 57679 7000 355487 278757 39782 -13731 304808 367338 -62754 25827 278757 1.00000 1 0 233116 233116 19134979 5765842 13369137 874422 711786 162636 6591153 2476847 4114306 17879195 COLLECTIONS 5769086 BENEFICIAL INTEREST IN PERPETUAL TRUST 7968244 CONSTRUCTION IN PROCESS 723193 14460523 X 8292765 134661 34682 782784 952127 7340638 13942 13942 7354580 3813490 197912 197912 3615578 13942 13942 3629520 PART III, LINE 4: THE COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH AND CURATORIAL PURPOSES. THE COLLECTIONS ARE ON DISPLAY IN VARIOUS EXHIBITS AT THE PARK. IT IS THE POLICY OF THE ORGANIZATION THAT PROCEEDS FROM THE SALE OF ANY COLLECTION ITEMS ARE TO BE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION DETERMINES THE RECOGNITION OF UNCERTAIN TAX POSITIONS, IF APPLICABLE, THAT MAY SUBJECT THE ORGANIZATION TO UNRELATED BUSINESS INCOME TAX BY APPLYING A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAX AUTHORITIES. THE ORGANIZATION HAS NO TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDED JUNE 30, 2010 THROUGH 2012 COULD BE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. HOWEVER, THERE ARE CURRENTLY NO AUDITS OR EXAMINATIONS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 584,872. COST OF SALES 177,335. SPECIAL EVENTS COSTS RECLASSIFIED ON FORM 990 20,577. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 177,335. SPECIAL EVENTS COSTS RECLASSIFIED ON FORM 990 20,577. RINGING IN THE HOLIDAYS 73665 46850 26815 20577 0 73665 46850 26815 20577 20577 6238 X 1 3713000 APPRAISAL X VARIOUS 91 18564 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE WHICH MAKES A RECOMMENDATION TO THE GOVERNING BOARD TO FILE THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS HANDED OUT, SIGNED OFF, AND REVIEWED BY THE FINANCE COMMITTEE CHAIR ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIRMAN OF THE BOARD, WHO IS ALSO THE HEAD OF THE EXECUTIVE COMMITTEE, CONDUCTS THE REVIEW, MAKES THE COMPENSATION RECOMMENDATION, AND ADVISES THE EXECUTIVE COMMITTEE WHO MAKES THE DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 584,872. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PREVIOUS YEAR. OTHER REVENUE FORM 990, PART VIII, LINE 11A INCOME FROM PERPETUAL TRUST DISTRIBUTION DAYTON HISTORY REALTY LLC--USES DAYTON HISTORY EIN 1000 CARILLON BLVD DAYTON OH 45409 316037490 REAL ESTATE MANAGEMENT OH 0 0 DAYTON HISTORY CARILLON CATERING 1000 CARILLON BLVD DAYTON OH 45409 273797767 HOSPITALITY MANAGEMENT OH 0 0 DAYTON HISTORY THE DAYTON FOUNDATION 500 KETTERING TOWER DAYTON OH 45423 316027287 COMMUNITY FOUNDATION OH 501(C)(3) 170(B)(1)(A)(VI) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE DAYTON FOUNDATION C 3713000 APPRAISAL