We help you help others. The Dayton Foundation’s 2022-2023 Report to the Community. by The Dayton Foundation

2022-2023

The Dayton Foundation Report to the Community

The Dayton Foundation | 2022-23 Report to the Community

Contents

Our Message to the Community

We Help You... Create Impact through Your Generosity

Leadership of The Dayton Foundation

We Help You... Make Dayton Greater for All

We Help You... Change Lives and Transform Communities

Operating Fund Contributors

We Help You... Help Others

We Help You... Help Students Achieve Their Goals

Ten Facts to Help You Be in the “Know” about The Dayton Foundation

The Dayton Foundation | 2022-23 Report to the Community

Our Message to the Community

n life, there’s always potential for discovery and growth. Take for example The Dayton Foundation. For over a century, the Foundation has been helping thousands of individuals and families, locally and around the globe, create charitable funds and award grants to charity for the good of others. However, we know there remain many individuals and organizations in our region who know little about us or the variety of services we provide to help you help others.

The Dayton Foundation | 2022-23 Report to the Community

Throughout this Report to the Community, you’ll read about the many ways the Foundation is leading and inspiring change through our fund holders, grantmaking, partnerships and collaborations, and leadership initiatives. We hope that you’ll learn something new about the Foundation and, perhaps, share your new knowledge with family, friends and colleagues. Together, we truly are a Greater Dayton.

Report on Fiscal Year 2023

The charitable impact our donors have had on the region this past fiscal year reaffirms that we are a deeply caring and generous community. From July 1, 2022, to June 30, 2023, individuals and families like you established 260 new funds through the Foundation, bringing the total number of active and deferred funds to 4,145. Thanks to our fund holders, nearly $1.3 billion in grants has been awarded through these funds to nonprofits and scholars near and far since our inception in 1921. Of this amount, more than $124 million flowed out of Foundation donors’ funds this past fiscal year – an alltime high in the Foundation’s history. The generosity of spirit exhibited by our donors lifted up a wide range of charitable causes, including arts and culture; education; conservation and sustainability; diversity and equity; religion; and more. Additionally, gifts made to new and existing funds remained strong at $76.9 million. These new contributions, combined with sound investment oversight, helped set a new record of nearly $1.1 billion in total assets for all funds under management. This

is exceptional giving, particularly from a mid-sized metropolitan region, and speaks to the compassion of our community. We’re so honored to fulfill the charitable goals of our family of fund holders and proud of the innovative and collaborative work accomplished by our region’s nonprofits to make a positive impact on the lives of all of our citizens. As we’ve learned throughout the Foundation’s history, collaboration for the good of our community is a powerful strategy for addressing complex issues and maximizing positive impact. By bringing people and organizations together and providing financial support, the Foundation is driving purposeful and transformative community solutions through key leadership initiatives and special projects. The Brain Health Collective, Dayton Communities Center for Talent Development, Del Mar Encore Fellows and the Nonprofit Capacity-Building Partnership are just a few examples that you can learn more about throughout this report. While we celebrate the progress that was made through The Dayton Foundation last fiscal year, we also are constantly planning for tomorrow. For example, considerable time and resources were invested to bring

our constituents more robust services through technology, including a new, online grant application portal that recently launched to make it easier for nonprofit organizations to apply for Greenlight Grants. A similar application process will roll out in 2024 for the Foundation’s Basic Human Needs Grants. Also, stay tuned in the new year for the launch of the Foundation’s redesigned website, featuring a modern design, robust functionality, mobile-friendly responsiveness and simplified navigation. Enriched content and useful features will provide nonprofit organizations and professional advisors with much-needed added resources as well. This has been a wonderful year with the promise of so much more to come in the years ahead. We thank you for your continued generosity, steadfast partnership and unwavering support of The Dayton Foundation. We are privileged to help you help others and strengthen the Greater Dayton community, today and for future generations. k SM

David T. Miller

Michael M. Parks

David T. Miller Chair, Governing Board

Michael M. Parks, CFRE President

The Dayton Foundation | 2022-23 Report to the Community

We Help You... Make Dayton Greater for All

rom lifting up African-American led and serving nonprofit organizations, to coordinating services for individuals dealing with traumatic brain injuries, The Dayton Foundation collaborated with community partners on several leadership initiatives in fiscal year 2023.

The Dayton Foundation | 2022-23 Report to the Community

The Dayton Foundation adopted the Brain Health Collective as an initiative, awarding $450,000 over three years to this University of Dayton effort that helps coordinate care, education and community outreach for TBIs. In addition, work continued with the first cohort of the

Nonprofit Capacity-Building Partnership, a collaboration between the Mathile Family Foundation and The Dayton Foundation. Thirty-two individuals from 21 nonprofit organizations received professional development, networking opportunities and other resources to empower them to better address inequities for underserved populations in Greater Dayton. The Del Mar Encore Fellows Initiative, which utilizes the talents of skilled, older adults to address community needs, employed nine fellows to work on a wide variety of community issues, from researching alternative housing solutions for homeless persons with disabilities, to developing a think tank to address regional health inequities, such as black infant, child and maternal vitality. Del Mar Encore Fellows Saundra Collie and Jane McGee-Rafal worked with Learn to Earn Dayton to enhance early literacy programs for regional youth. Saundra supported a program for select TrotwoodMadison and Dayton Public Schools’ early learners who struggled with reading proficiency and attendance. Jane helped launch the Miami Valley Early Grade Literacy Collaborative, a countywide collective of

partners dedicated to enhancing proficiency and was instrumental in creating literacy toolkits for early-grade students. Another Dayton Foundation collaboration that took shape in FY23 is the Dayton Communities Center for Talent Development (CTD), a coalition of community STEM-based partners and employers, including Air Camp, Dayton Regional STEM School, Entrepreneurs’ Center, General Motors, Learn to Earn Dayton, Montgomery County Educational Service Center, National Aviation Heritage Area, Strategic Ohio Council for Higher Education and Wright-Patterson Air Force Base Educational Outreach Office. The goal of the initiative, which is led by Joe Sciabica, executive director of Dayton Communities CTD, and David Ramey, president of Strategic Leadership Associates, is to inspire and equip a diverse pipeline of students and teachers in the STEM fields and create an aggressive STEM talent management ecosystem in order to build a larger talent pool for our region.k

“The Dayton Region, our state and the nation, are facing significant workforce challenges. Beginning in 2025, our high school graduating classes will decline in size, a trend that will last through 2050 and likely beyond. This, along with aging baby boomers who are leaving the workforce, the reshoring and in-shoring of manufacturing industries and the growth of new sectors in our region, creates some incredible opportunities for Ohio workers who are willing to acquire the skills for these job requirements,” said Joe Sciabica, executive director for Dayton Communities CTD. “The ability to meet these workforce needs will require well-defined pathways and ensuring that all students receive a solid STEM foundation to allow them to pursue these career opportunities.” “We want to highlight our partnership with The Dayton Foundation through the Del Mar Encore Fellows. Since 2017, this local initiative has deployed more than a dozen highly skilled older adults into the community to work as Del Mar Encore Fellows on significant community issues,” said Learn to Earn Dayton in a recent LinkedIn post. “At L2ED, we celebrate our fellows, Saundra Collie and Jane McGeeRafal! They are doing critical work in support of our Early Grade Literacy Collaborative. Thank you for sharing your rich experiences, insights, passion and JOY to build a stronger educational experience for area youth.” The Dayton Foundation | 2022-23 Report to the Community

We Help You... Help Others

Gary L. LeRoy, MD

ary LeRoy, MD, has always been a giver. One of the fondest memories he has of attending the former Longfellow Elementary School in Dayton is saving coins to donate to the Community Chest’s Red Feather Campaign. This selfless giving at a young age nurtured in him a passion for helping others, a philosophy he has embodied throughout his life.

The Dayton Foundation | 2022-23 Report to the Community

“Whether I was dropping coins in the collection plate at church or raising money to help kids recovering at Barney Children’s Medical Center (now Dayton Children’s), the spirit of giving to others in need was hardwired into my social DNA,” said Dr. LeRoy, senior vice president of diplomate experience for the American Board of Family Medicine. Dr. LeRoy has continued this dedication to the community throughout his adult life, serving as the chief medical consultant for Dayton Public Schools since 1997, a former longtime director of East Dayton Health Center and a former associate professor and dean of Student Affairs and Admissions for Wright State University Boonshoft School of Medicine. He also has volunteered for numerous community organizations, including as chair for both Ohio’s Hospice of Dayton and Public Health – Dayton & Montgomery County. One of his proudest accomplishments was being named Governing Board chair for The Dayton Foundation in 2010 and serving on its board from 2004 to 2013, which he says is “right up there with graduating from medical school.” He continues to be a faithful cheerleader for the Foundation’s mission but admits he only was vaguely aware of its services before serving on its Board and becoming a fund holder.

“Giving generously to others in need enriches both the giver and the recipient in immeasurable ways.” “It’s kinda like well-known legacy foundations we are familiar with, such as The Rockefeller Foundation. We just assume a very rich person or family endowed the money for charitable gifts so our gifts are not needed,” Dr. LeRoy said. “But that’s not the case with The Dayton Foundation, whose tagline, ‘We help you help others,’ brilliantly explains its mission. It’s not an entity for only rich people. Anyone can use the Foundation to help others and make a difference.” Through his Charitable Checking AccountSM and his Community Impact Endowment Fund, Gary is fulfilling his charitable giving goals while supporting the community that has been so good to him. “I have been blessed to grow up in a community that has unselfishly given me so much in time, mentorship and treasure,” Dr. LeRoy said. “Giving generously to others in need enriches both the giver and the recipient in immeasurable ways. It gives me personal pleasure to support the community

with unrestricted funds that help the Foundation identify and address regional efforts with the greatest need and/or positive human impact.” Making Greater Dayton better for others is the primary motivating factor for Dr. LeRoy, who hopes that above all, he is remembered as a nice guy who unconditionally gave to others without expecting anything in return. “If my legacy is to be remembered as someone who made a difference in the lives of many and left the world a little better than when he arrived,” Dr. LeRoy said, “I would feel like the richest man on earth.” k

hough Megan Cooper and Scott Murphy are Dayton transplants, they consider it home. Through their volunteerism, careers in the nonprofit sector and residence in a downtown historic district, Megan and Scott, who met while they attended the University of Dayton, have immersed themselves into the city’s core and its culture. Their deep love for Dayton and the values instilled in them while growing up are at the root of the couple’s inspiration to give back and help make their adopted hometown better for all Greater Dayton citizens.

“We want to ensure more people have access to the tools and resources that smoothed our way.” “We have benefitted from so many opportunities here. Giving back is important to help the region grow in services, assets, opportunities and vibrancy to benefit as many people as possible,” said Scott, chief engineer for Leidos Innovations Center and longtime member of The Dayton Foundation’s Marketing and Public Relations Committee. “We want to ensure more people have access to the tools and resources that smoothed our way.” “We were fortunate to have strong educational foundations, guaranteed food in the pantry and housing stability,” said Megan, director of development and communication for Learn to Earn Dayton. “Until those basics are available and accessible for everyone, we feel like it’s our responsibility to do what we can to fill the gap.” Megan and Scott are quick to point out it’s not all charity and “do-gooding” in the Cooper/Murphy household, however. They, too, reap the benefits from lifting up causes important to them.

Scott Murphy and Megan Cooper

“There are many ways helping others also makes our life so much better!” Megan said. “We are the ones who benefit when we get to dress up in Victorian outfits to lead a holiday home tour through our historic neighborhood or when we make a donation continued »

The Dayton Foundation | 2022-23 Report to the Community

to keep free live music going all summer at the Levitt Pavilion.” Megan and Scott opened a Charitable Checking AccountSM in 2013, after learning about The Dayton Foundation through their work with nonprofit organizations. They often saw its name listed as a sponsor or partner for many of the causes they supported, but didn’t realize at first how they could become involved with the Foundation and its services. “The Dayton Foundation seemed like something for other people – people with a lot more money. It’s important to understand there are many entry points for anyone to benefit from the Foundation’s services,” Megan said. “The resources it offers – specifically the CCA Service and the awesome support staff – makes the giving process so easy.” “We also rely on the Foundation’s emails, newsletters and website for information about important causes, new initiatives and opportunities to give,” Scott added. “They have their finger on the pulse of where there is need in the community and how we can be a part of the solution.” In addition, Megan and Scott would like others to be aware that if they make a 8

The Dayton Foundation | 2022-23 Report to the Community

donation to the Foundation’s unrestricted fund, the gift is thoroughly vetted to leverage the most impact. They’ve both worked in the nonprofit sector – as board members, employees and volunteers – so they know well what unrestricted gifts mean for nonprofit organizations and their ability to uphold their missions. “While working with nonprofits is incredibly rewarding, it’s also incredibly hard work. Special projects attract a lot of attention, but you can’t overstate the importance of the day-to-day effort that makes all the special projects happen. That’s why we think some of the most impactful gifts we’ve made have been unrestricted gifts,” Megan said. “That money might go to keep the lights on, pay for copy paper or help cover the costs of benefits for the staff,” Scott continued. “We don’t always know exactly how our money made an impact, but we know we helped that organization continue their service to the community and, ultimately, helped to create a better Dayton for us all.” k

eepak Kumar, MD, has always been driven by a desire to help others. As a child, he knew he wanted to be a doctor, a dream he achieved 53 years ago when he graduated from medical school in India. After relocating to Dayton, Dr. Kumar became the first colon and rectal surgeon in the region, starting his practice in 1976 and beginning a long history of service to community that has interwoven his personal and professional goals into a legacy of good. “Since my early youth, I was interested in being a surgeon to make meaningful changes in the lives of individuals. Surgery offered real opportunity to see your outcomes on a long-term basis,” said Dr. Kumar, retired president of Dayton Colon and Rectal Center, Inc. “My goal has been to give back to the community that has accepted us and helped us grow and succeed.” Dr. Kumar and his wife, Surekha, have made it a priority throughout their 52-year marriage to give back. This inspired them to create the Kumar Family Foundation through The Dayton Foundation in 2019. This Family Foundation PlusSM fund helps them to support causes they care about in their adopted community and in their native India.

“We want to help uplift individuals who have experienced setbacks or challenges to get back on their feet. Our fund helps our family do this.” “I always knew about The Dayton Foundation but didn’t know I could create my own charitable fund. I thought my contributions would go into a general fund and the Foundation would donate to nonprofits of their choosing,” Dr. Kumar said. “I learned from friends and my professional advisor that I could create a fund to support causes of my choosing and that it is easier to work through The Dayton Foundation rather than stand alone. This has turned out to be true.” In addition to his charitable giving, Dr. Kumar has served on several national, state and local boards, including the American Medical Association, American Red Cross Dayton Chapter and Kettering Health (formerly Kettering Medical Center), where

he also served as chief of staff. In addition, he was instrumental in the creation of the Kumar Conference Center at Soin Medical Center, which has provided educational opportunities for medical staff, and funded scholarships for medical students in Ohio and in India. Sharing their blessings with individuals in need is a family tradition for Deepak and Surekha, who are happy to pass down this philosophy to their children and grandchildren through their Dayton Foundation fund. They named their three daughters, two of whom are physicians and one a journalist, as successor advisors on their fund to carry on their family’s legacy of giving. “Charitable giving and giving back is in our blood. We learned to pay it forward from our parents,” Dr. Kumar said. “We want to help uplift individuals who have experienced setbacks or challenges to get back on their feet. Our fund helps our family do this.” k

Deepak Kumar, MD, and Surekha Kumar The Dayton Foundation | 2022-23 Report to the Community

We Help You... Create Impact through Your Generosity Since 1921,

In Fiscal Year 2023,

448,908

Dayton Foundation donors invested

$124,130,895

grants totaling

$1..29B

in their community and beyond through

23,859

have been awarded to benefit charities in Greater Dayton and beyond.

grants and program distributions.

13-14 $44.9

14-15 $51.3

15-16 $43.6

Grant Distributions From All Funds Over the Past Decade (in millions) 10

The Dayton Foundation | 2022-23 Report to the Community

16-17 $46.5

17-18 $48.3

In Fiscal Year 2023,

$1.09B

Grants by Area of Interest Arts/Culture/ Humanities 8%

in total assets was held in more than

4,145 260

Education 25% Environment/Animals 3%

charitable funds, and

Health/Human Services 19% International/Foreign Affairs 1%

new funds and Charitable Checking Accounts were established.

Public Society/ Benefit 33%

Houses of Worship 11%

19-20 $66.1 18-19 $51.8

22-23 $124.1

21-22 $67.7 20-21 $57.9

The Dayton Foundation | 2022-23 Report to the Community

We Help You... Change Lives and Transform Communities

he Dayton Foundation and its more than 4,100 fund holders achieved a remarkable milestone in fiscal year 2023 (July 1, 2022, to June 30, 2023). For the first time in the Foundation’s 100-plus year history, grantmaking exceeded $100 million. Grants and program distributions totaling $124 million were awarded from Dayton Foundation funds to support nonprofit organizations in FY23, an incredible testament to the generosity of our donors.

Crayons to Classrooms

Among these grants were awards from several competitive grantmaking programs geared toward helping local nonprofit organizations in their important work. The Basic Human Needs Grants program awarded $304,344 in grants to nonprofits 12

The Dayton Foundation | 2022-23 Report to the Community

to address the needs of our region’s most vulnerable populations. In addition, The Robert and Helen Harmony Fund for Needy Children, established by these two former factory workers to give area youth opportunities they didn’t get to experience themselves, awarded $30,500 in camperships for youth who might not otherwise have the means to attend camp. More than $1.1 million in discretionary and Greenlight GrantsSM awards was distributed to 35 area nonprofits for innovative and impactful projects that are transforming lives and communities in Greater Dayton. Support for these projects is made possible by donors who place little or no restrictions on the grants awarded from their funds, allowing the Foundation to respond to pressing community needs and find proactive, systemic solutions. Organizations awarded discretionary or Greenlight Grants of $5,000 or more are highlighted below. Agape for Youth ($25,000) youth and teen program expansion Black Brothers and Black Sisters Involvement ($6,000) African cultural

programming and drumming instruction

Boy Scouts of America, Miami Valley Council ($6,000) Gem City Scouting

program

Bradford Ohio Railroad Museum ($5,000)

STEM-focused displays and educational programming

Catholic Social Services of the Miami Valley ($75,000) new pantry and welcome

center

The Conscious Connect Community Development Corporation ($75,000) park

revitalization

Crayons to Classrooms ($60,000) new

warehouse space

Dayton Performing Arts Alliance ($50,000) afterschool band program Dayton Playhouse ($30,000) roof

replacement

4 Paws for Ability, Inc. ($15,000) dog run

expansion and play yard addition

Glen Helen Association ($75,000) preserve

reopening assistance and programming Good Neighbor House ($7,500) two new freezer and refrigerator units and a pallet scale National Conference for Community & Justice

Ronald McDonald House Charities Dayton ($75,000) new wrap-around services facility Single Parents Rock ($6,357)

transportation vehicle

Sunlight Village ($75,000) new Healthy

4 Paws for Ability, Inc.

Family Market in West Dayton

Good Samaritan Foundation Dayton ($5,000) new database

United Church Homes ($75,000) new

Goodwill Easterseals Miami Valley ($25,244) adaptive equipment scholarships Hatch Architects Design Center ($7,500)

design-build programming Homefull ($75,000) Health, Food and Jobs Center Humane Society of Greater Dayton ($7,500) large animal trailer Little Art Theatre Association ($5,000)

technology upgrades and program expansions

Miami Valley Child Development Centers ($75,000) covered pavilion and drop-off

canopy

Mission of Mary Cooperative ($5,000)

water infrastructure replacement

National Conference for Community & Justice of Greater Dayton ($7,500)

strategic plan

Planned Parenthood Southwest Ohio Region ($75,000) new staff training center

residential community for LGBTQ+ older adults and allies Victory Project ($75,000) new Boys Campus in West Dayton Wild Hearts African Farm ($75,000) new Education Center k Grant Guidelines The Dayton Foundation welcomes discretionary and Greenlight GrantsSM requests from Greater Dayton organizations that have been recognized as tax exempt under Section 501(c)(3) of the Internal Revenue Code for at least two years. The Foundation’s discretionary grants are intended to benefit the community through new efforts or expansions of existing projects or initiatives, as well as capital and other special projects that enable organizations to expand services. Projects must represent unique and unduplicated efforts that will affect a substantial number of people. Greenlight Grants are small, quick grants awarded to local, nonprofit organizations in need of funding for special projects, program expansions, capital improvements or capacity building. For more information on these and other grant opportunities, visit daytonfoundation.org or contact Tania Arseculeratne, senior Community Engagement officer, at (937) 225-9966.

“We believe the arts are for everyone. Learning to play musical instruments has enormous advantages for the developing brain and supports significant improvements in academic performance,” said Patrick Nugent, PhD, president and CEO of Dayton Performing Arts Alliance. “The Dayton Foundation’s grant supporting our Q the Music program in Northwest Dayton helps us share those benefits in an area where classical music training is not easily accessible for youth. Thank you for assisting us in our mission to inspire a new generation of diverse, young Daytonians to fall in love with the arts!” “The grant from The Dayton Foundation was a major contributor to our revitalization efforts at 300 Delaware Avenue in Dayton. We, as well as Five Oaks residents, are excited for the Carrick’s Corner pocket park to be returning to active status early next spring,” said Destinye Arnold, program manager for The Conscious Connect. “The updates have been uplifting and encouraging for our neighbors. Beautifying the space, updating seating areas and continuing community engagement and programming gets us one step closer to our goal of establishing the West Dayton pocket park ecosystem.” The Dayton Foundation | 2022-23 Report to the Community

We Help You... Help Students Achieve Their Goals

early 1,200 students are making their educational dreams a reality, thanks to $2.9 million in scholarships awarded from July 1, 2022, to June 30, 2023. Included in this amount are 517 scholarships totaling $1.9 million from 302 Dayton Foundation funds, as well as $1 million in scholarships awarded to 681 students from two component funds of The Dayton Foundation, the DaytonMontgomery County Scholarship Program

The Dayton Foundation | 2022-23 Report to the Community

and Montgomery County Ohio College Promise. These programs, which offer renewable scholarships for income-eligible students, support youth who might not otherwise be able to attend college due to the cost of higher education. Dayton Foundation Scholarship Funds award a variety of scholarships for students pursuing various university and trade programs to help cover educational expenses from one to four years. Among these is the

Don Sellman Scholarship Fund, which awarded its first renewable scholarship this past year. The fund was created in memory of Mr. Sellman by a former student. “Over 60 years ago, I met Mr. Sellman in a second grade physical education class at Schenck Elementary School in Franklin, Ohio. That was the beginning of a relationship that would influence the rest of my life,” said Doug Griffith, who established the fund after Don passed away in 2022. “Through his efforts, Franklin High School became sanctioned in the sport of gymnastics in 1970, and he and I became the first official gymnast and coach from FHS.” Mr. Sellman’s legacy of helping students will continue on through the fund by assisting FHS graduates, who display the same high personal character and leadership he did throughout his life, in furthering their education. Doug’s desire to carry on a close friend’s legacy is a common motivation for many individuals who create funds through the Foundation in memory or honor of loved ones. “He had a profound impact on my life, as well as on the lives of countless others. We established the scholarship to acknowledge his contributions and to express our gratitude,” Doug said.

$2.94 1,198

million in scholarships awarded to

students in FY23.

In the last 20 years,

$32.4 23,000

million in scholarships helped nearly

students.

With the rising cost of education, renewable scholarships like the Don Sellman Scholarship Fund are helping students not only go to college, but also persist to complete their degrees. “Students trying to finish school often reach out to us for help because they’ve run out of other funding options and can’t take on more debt,” said Michelle Brown, director of scholarship services. “We have more than 300 scholarship funds, but only 53 are renewable or completion scholarships. While all of our scholarships are essential in helping youth go to college, renewable and completion scholarships are essential in getting some students to the finish line.” k

“Our experience with The Dayton Foundation has been excellent. They listened to what we wanted and made the process easy. Even though we were starting a small scholarship, the Foundation treated us as if we were bringing a large donation, giving Don Sellman us suggestions and taking time to answer all of our questions,” said Dayton Foundation donor Doug Griffith, who established the Don Sellman Scholarship through The Dayton Foundation in 2023. “Unfortunately, we began this process with another company that was not so willing to spend the time necessary to answer our questions, and its online technology didn’t compare to the Foundation. If you want to set up a charitable fund, my advice would be to talk to the experts at The Dayton Foundation. They’ll make the process easy.” “I received the renewable scholarship for former General Motors workers and their family members. With the help of this and other scholarships, my first year of school is paid for,” said Megan Sherick, a 2023 Kettering Fairmont High School graduate studying marketing at Ohio University. “This scholarship not only has grown my confidence in knowing that I can succeed and achieve my educational goals, it also will help me with the cost of my education over the next four years. And, my grandpa, who worked at GM for 34 years, is proud that he was a small part of making this opportunity possible.” The Dayton Foundation | 2022-23 Report to the Community

Leadership of The Dayton Foundation

he Dayton Foundation and its charitable activities are governed by a Board of 15 experienced civic leaders, who also serve as the Board of Trustees for charitable organizations within the Foundation and on standing Board committees. Additionally, hundreds of community volunteers serve on fund grantmaking and scholarship committees. Learn more at daytonfoundation.org.

David T. Miller, chair

Janice L. Culver, vice chair Rakesh Arora

Marva Cosby

J. Norman Eckstein

Alice O. McCollum

L. Tony Ortiz

Cassie B. Barlow

Thomas J. Becker

George E. Forest

Art Harlan

Valerie Lemmie

Martha Shaker

Josh Stucky

James M. Vaughn

Governing Board

David T. Miller, retired vice president of Finance and CFO, Dayton Children’s, chair Janice L. Culver, CPA, retired chief fiduciary officer, KeyBank NA, Cleveland, vice chair Rakesh Arora, CEO, CIC AMERICA Group of Companies Cassie B. Barlow, president, Strategic Ohio Council for Higher Education, and retired 88th Air Base Wing and Installation commander, Wright-Patterson Air Force Base Thomas J. Becker, past CEO, Becker Electric Supply Marva Cosby, SHRM-SCP, president, Cosby Consulting Group, LLC J. Norman Eckstein, retired senior vice president, Marsh & McLennan Agency LLC Company George E. Forest, retired lieutenant colonel, United States Air Force, and director of logistics, Special Operations Forces Group Art Harlan, director, Henny Penny Corporation Valerie Lemmie, director of Exploratory Research, Charles F. Kettering Foundation Alice O. McCollum, retired judge, Montgomery County Probate Court 16

The Dayton Foundation | 2022-23 Report to the Community

L. Tony Ortiz, faculty emeritus, Wright State University Martha Shaker, president, Concept Rehab, Inc. Josh Stucky, proprietor, Square One Salons & Spas James M. Vaughn, vice president of Finance, Taylor Communications, Inc. Senior Management Team

Michael M. Parks, president Anna Demmitt, executive assistant to the president Stephen D. Darnell, vice president, Finance

Jeanne S. Holihan, senior vice president Michelle L. Lovely, senior vice president, Development and Donor Services Christine L. Smith, vice president, Marketing and Public Relations Barbra A. Stonerock, vice president, Community Engagement Amy Wagner, senior vice president, Operations See a complete staff listing at daytonfoundation.org.

Operating Fund Contributors Past Board Members Charles F. Kettering 1921-25 D. Frank Garland 1921-28 William D. Chamberlin 1921-36 Francis J. McCormick 1921-38 Milton Stern 1921-43 John G. Lowe 1925-27 Donald A. Kohr 1927-58 Ezra M. Kuhns 1928-60 Harry B. Canby 1936-56 H. Beckman Ohmer 1939-41 Charles J. Brennan 1942-62 Jack R. Silverman 1945-46 Samuel L. Finn 1946-58 Edward L. Kohnle 1957-73 Milton H. Wagner 1958-71 David L. Rike 1961-78 William Kuntz 1962-73 Robert A. Stein 1972-73 John E. Moore, Sr. 1972-91 Louis S. Goldman 1973-82 Robert S. Oelman 1974-80 Charles W. Danis 1974-84 Frederick C. Smith 1979-89 Anne S. Greene 1980-90 Jesse Philips 1983-92 Richard F. Glennon, Sr. 1984-98 Lloyd E. Lewis, Jr. 1988-94 Burnell R. Roberts 1989-2000 Thomas J. Danis 1990-99 Charles Abramovitz 1990-01 John W. Berry, Sr. 1991-97 Charles S. Brown 1992-01 Douglas L. Hawthorne 1993-02 Robert S. Neff 1993-02 Caryl D. Philips 1993-02 Betsy B. Whitney 1993-02 Clayton L. Mathile 1994-96 Rajesh K. Soin 1994-01 Estus Smith 1994-02 Paula J. MacIlwaine 1994-04 David R. Holmes 1998-01

Thomas G. Breitenbach 1998-10 John N. Taylor, Jr. 1999-03 Judy D. McCormick 1999-08 Franz J. Hoge 2000-09 Fred C. Setzer, Jr. 2001-10 Laura B. Pannier 2002-06 Charles A. Jones 2002-11 Fred E. Weber 2002-11 Helen E. Jones-Kelley 2002-14 Leo E. Knight, Jr. 2003-07 Jamie King 2003-09 Douglas C. Scholz 2003-12 Richard W. Schwartz 2004-10 Gary L. LeRoy 2004-13 Jerome F. Tatar 2004-15 Ellen S. Ireland 2005-16 Vicki D. Pegg 2006-11 Colleen M. Ryan 2009-18 Craig J. Brown 2009-20 Anita J. Moore 2010-22 Charles G. Schroeder 2010-16 Ratna Palakodeti, 2011-20 Maureen A. Lynch 2011-22 James R. Pancoast 2011-22 William L. Gillispie 2012-22 Lisa E. Hanauer 2012-22 Rick Omlor 2014-18

housands of individuals, corporations and financial institutions contribute to funds of The Dayton Foundation, including the Foundation’s operating fund, each year. Operating gifts help the Foundation help others by undertaking critical leadership initiatives and collaborative efforts to benefit our community, maintaining and improving services for donors and not-for-profit organizations, and ensuring the Foundation’s dedication to improving the quality of life throughout the Dayton Region. We deeply appreciate all Dayton Foundation donors and what they do for Greater Dayton. In this report, we recognize the following individuals who contributed to the Foundation’s operating fund in fiscal year 2023 (July 1, 2022, to June 30, 2023). For those donors who wish to remain anonymous, we respectfully honor their preference.

Visionary ($5,000 or Above)

Anonymous Donors; Lois & Don Bigler; The Ariel Alexandra and Kenneth Paul Bosch Fund; Mr. and Mrs. Steven D. Cobb; Roberta A. & J. Norman Eckstein; Kay A. George; Glennon Family Foundation; Lisa E. Hanauer & Susan G. Spiegel; Elizabeth Hardy & Richard Omlor; Maureen Lynch & Richard Lapedes; David H. Ponitz, PhD; Marcia L. Schade; Harry A. Toulmin, Jr., and Virginia B. Toulmin Fund

Partner ($1,000 – $4,999)

Anonymous Donors; Carol & Jack H. Adam; Becker Family Foundation; Shirley & John Berry; The Ariel Alexandra Bosch Fund; Kenneth Paul Bosch Fund; Clara L. Conner; Ann & Timothy O. Cornell; Rebecca & Larry Corson; Marva Cosby; Jan Culver & Gene Kurtz; Mr. & Mrs. Robert A. Easterling; Karen Engman; Marjorie & Harry Flasher; Mary Lu & James Flynn; Mr. & Mrs. George E. Forest; Margaret French & Lt. Col. Daniel P. French, USAFR (ret); Mr. & Mrs. Joseph M. Geraghty; Dr. & Mrs. John P. German; Arthur L. Harlan; Mr. & Mrs. Franz J. Hoge; Mr. & Mrs. Gary L. Hunt; Ellen & Jeff Ireland; Mr. & Mrs. John Jahoda; Jamie King; Mr. & Mrs. Laurence R. Klaben; Christina & Steve Koogler; Barbara Kuhns; Robert C. Laumann; Alice O. McCollum; Jackie & Pat McGohan; Kay & John Meyer; Mr. & Mrs. David Miller; Gerald M. Miller and Carole A. Miller Family Foundation; Jae & Tom Miske; Anna & John Monnett; E. Lee Monnin; Darrell L. Murphy; Barbara N. O’Hara; Mr. & Mrs. James R. Pancoast; Laura B. & Peter W. Pannier; Barbara & Gerald Parisi; Amy & Mike Parks; Carole E. Remick; Kathleen P. Rupp; Mr. & Mrs. Mark Shaker; Mr. & Mrs. Richard Siefring; Mr. & Mrs. Mitchell Siler; Rev. Mary & Mr. George Slenski; Geoffrey W. Smith; Mr. & Mrs. Tim Stewart; Joshua Stucky; Jerome F. Tatar; Mary T. Tymeson; Mr. & Mrs. James M. Vaughn; Ronald D. Wagner; Betsy B. Whitney; Mr. & Mrs. Gerald M. Woodley; Mr. & Mrs. John York; Deanna & Bob Zikias; Mr. & Mrs. Robert Zimmerman continued »

The Dayton Foundation | 2022-23 Report to the Community

Friend ($500 – $999)

Anonymous Donors; Avni Arora, MD, & Rakesh Arora; Veni & Soma S. Avva, MD; Richard L. Blessing; Mr. & Mrs. Donald Burke; Elizabeth & James Butts; Allen Byrum; Mr. & Mrs. David J. Clancy; Jane A. Dunwoodie; Jack T. Eddington; Dr. & Mrs. Kim Goldenberg; Lynn & David Goldenberg; Janet A. & Donald L. Grieshop; Joanne Hawkins, MD, & Patrick Hawkins; Barbara A. Hayde & Ronald F. Budzik; Michael E. Hosford; Dr. & Mrs. Neil M. Kantor; William F. Keck; Norma M. Keefer & F. Michael Iding; Mr. & Mrs. Pete C. Lanasa; Dr. & Mrs. John P. Maguire; H. Glynn Marsh; Mary & David Mathews; Susan B. McCoy; Katherine W. Miller; Mr. & Mrs. Robert Nelson; Mr. & Mrs. Peter J. Neroni; Susan & Shaun P. Nicholson; L. Tony Ortiz; Catherine Ponitz & John Rego; Lt. Gen. & Mrs. Richard V. Reynolds, USAF (ret); Mr. & Mrs. Charles J. Roedersheimer; Debra J. Serie; Abigail J. Slenski; Barbra A. Stonerock & Bear Monita; Nate Subler; Frank P. Walker; Mr. & Mrs. John L. Watson; Dr. & Mrs. Niels M. Winther Supporter ($200 – $499)

Anonymous Donors; Funmilayo O. Adegbile, PhD, & Gideon S. Adegbile, MD; Martha M. Amongero; Eileen Baker; Nicky Beckwith; Mr. & Mrs. Brian W. Beebe; Mr. & Mrs. John R. Beran; Mr. & Mrs. Peter M. Bloch; Cait & Brandon Botschner; Mr. & Mrs. William Breetz; Mr. & Mrs. Jean Luc Caillat; Krista & Jim Caley; Richard Cammerer, M.D.; Marlene & Rick Carlile; Mr. & Mrs. J. Andrew Chance; Catherine C. Clark; Mr. & Mrs. Robert F. Clark; Anita R. Conway & Fred Conway, Jr; Thomas J. Donnelly, MD;

The Dayton Foundation | 2022-23 Report to the Community

Deborah L. Dulaney; Hon. Patrick J. Foley; Ronald E. Footer; Nancy & Tom Gaudion; Linda & William Gillispie; Kelly & Tim Gockel; Eugene L. Gross; Mr. & Mrs. Donald C. Hall; Mr. & Donald F. Harker III, Esq.; Donald Heinrich; Mr. & Mrs. J. Stephen Herbert; Nancy & Mike Herr; Mr. & Mrs. Howard P. Hobby; Mr. & Mrs. James R. Hochwalt; Jeanne S. & L. Leo Holihan; Louis G. Homan; Edward F. Jauch; Mr. & Mrs. Eric Johnson; Jill & Scott Koorndyk; Marcia L. Kurtz; Mr. & Mrs. Paul Labbe; Mr. & Mrs. Joseph R. Lehman; Lawrence J. Litscher, MD; Dr. & Mrs. Tom Melzoni; Richard J. Metzgar; Dr. & Mrs. Gerald Molfenter; Ronald D. Patrick; Margy C. Patterson; Kay L. Price; Karen K. Purdum; Carolyn Ray; Marian S. Rodgers; Mr. & Mrs. William A. Rogers, Jr.; Paula Saunders, PhD; Patricia M. Schimpf; Ann & Gerald Schmidt; Winnie B. Scholl; Leigh Sempeles, JD; Pam & Gary Smiga; Christine L. & Christopher J. Smith; Karin Spicer & Edward Blake; Mr. & Mrs. James D. Stahler; Janice & Bill Staler; Marilyn R. Strickler; Mitzi & John Stuckey; Dr. & Mrs. Terence P. Torbeck; Sharon A. Tschudin; Dr. & Mrs. John H. Voorhies, Jr.; Carol Warner & Frank Winslow; Dr. & Mrs. Bradley A. Weber; Stuart T. Weinberg, MD; Mr. & Mrs. Dwight S. Woessner; Joseph Zehenny; Mr. & Mrs. Joseph Zumwald Donor (Under $200)

Anonymous Donors; Jeffrey R. Ashcom; Lucy & Tim Baker; Warrick L. Barrett, MD; Joy & Fred Bartenstein; Prof. Rubin Battino; Peggy Beavin; Molly Bell; Mr. & Mrs. Robert M. Bertke; Harry L. Bradbury; Jeri Lynn & Daniel Braunlin, MDs; Kathleen R. Brewster; Dr. & Mrs. C. Patrick Carroll;

Kendall D. Cobb; Mr. & Mrs. Gary W. Crim; Carrie & Nathan E. Dalrymple; Gregory Darling; Mr. & Mrs. Stephen Darnell; Jo & Cliff Dech; Joyce & Ron Deger; Joan & Dick DeLon; Regina A. Dixon; Mr. & Mrs. Wolfgang H. Ege; Wanda L. Eisenach; Judith Elliot; Beth & John Ey; Lois B. Fortson, PhD; Nancy & Karl Frydryk; Elaine K. Gaglione, MD; Mr. & Mrs. James R. Haynes; Carol Siyahi Hicks; Mr. & Mrs. Frederic Hill; Mr. & Mrs. David Holtkamp; Peggy & Emerson L. Horner III; Herman C. Knoll, MD; Roy A. Kouts; Barbara Kuhns; Mr. & Mrs. Anthony M. Lacon; Mr. & Mrs. C. David Leach; Sandy & Regis Lekan; Regina E. Lewis; Judith W. Lindner; Amy MacDonell & Randall Shepard; Laura Marshall & Howard Horstman; Mr. & Mrs. Norval D. Martin; LaTonia J. McCane; Mary & Kevin McDonald; Kenneth R. McHenry; Mr. & Mrs. Timothy B. McHenry; Mr. & Mrs. Stephen McHugh; Carol Ann Miller; Thomas H. Miller; L. Monington; Vicki & Lee Morgan; Mr. & Mrs. Marvin Olinsky; Timothy S. O’Neill; Heidi Ries, MD, & Michael Ries; Albert F. Schneider; Mr. & Mrs. Jerry A. Sedlacek; Mary Sidorsky, MD; Dr. & Mrs. Surendra Singhvi; Richard D. Smith, MD; Mr. & Mrs. Bob Sprinkel; Cecily Stone; Mr. & Mrs. John N. Taylor, Jr.; Mr. & Mrs. Richard M. Taylor; Maureen L. Tehan; Diane K. Timmons; Karl L. Zengel; Stephen C. Zimmer k

Ten Facts to Help You Be in the “Know” about The Dayton Foundation

We are the region’s oldest and largest community foundation.

Since 1921 The Dayton Foundation has been helping individuals, families and organizations create charitable legacies that are making a lasting, positive change in Greater Dayton and beyond. Thanks to them, more than 4,100 charitable funds have awarded $1.3 billion in grants to date.

We build permanent endowment funds that benefit the community forever and help create personal legacies.

Our charitable funds help you invest in the causes you care about most.

We offer an array of endowed fund options that allow 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 SM Account Service also provides a great way to handle your regular charitable gifts. You can open and fund your account, as well as do your giving, online.

Each year we assist thousands of donors and award tens of millions of grant dollars to charitable organizations. We take pride in the role we play in carrying out the dreams of our donors.

We multiply the impact of gift dollars by pooling them with other gifts and grants.

You can gift appreciated stock, real estate, cash via checks 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. If you gift a qualified charitable distribution from your traditional IRA to one of our select charitable fund options, particularly if you are of an age when you must take a required minimum distribution, you could benefit from significant tax savings as well.

Combining contributions from Community Impact Endowment and Field-of-Interest Funds helps the Foundation respond to community needs through its Discretionary Grants and Greenlight GrantsSM programs and leadership initiatives. In addition, our Partners in Giving program and grants from donor funds are supporting innovative, collaborative and dynamic work that is making a significant impact in Greater Dayton.

We provide highly personalized service, tailored to each individual’s charitable and financial objectives. Whether you want to give now or in the future, locally, nationwide or even internationally, we can customize a charitable-giving plan to make your charitable giving and financial goals a reality.

We accept a wide variety of assets and can facilitate even the most complex forms of giving.

Our staff has broad charitable giving expertise, as well as first-hand knowledge of community issues and needs.

We employ a staff of local experts, including CFREcertified fundraising executives, grantmaking professionals, and former presidents and CEOs of area nonprofits. More than being experts in their fields, our staff is actively involved as volunteers, neighbors, parents and enthusiasts in the community.

We partner with professional advisors to help them serve their clients’ charitable- and estate-planning needs. Local professionals provide invaluable tax-, financial- and estate-planning advice to clients who are charitably inclined. We work with you and your trusted advisors to develop the best and most tax-wise, customized and effective charitablegiving plans. Plus, financial advisors may retain management of their clients’ assets in charitable funds if they exceed $250,000.

We offer maximum tax advantages under state and federal law.

Gifts of cash to The Dayton Foundation are deductible up to 60 percent of your adjusted gross income (AGI), and 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.

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, as well as meet challenges, in our region. Our leadership initiatives address large-scale community issues, may involve major, long-term grant commitments and foster partnerships. 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. To be in the “know” about how The Dayton Foundation can help you help others, visit daytonfoundation.org or call (937) 222-0410 to speak to a member of our Development and Donor Services department. The Dayton Foundation | 2022-23 Report to the Community

Area Community Foundations Affiliated with The Dayton Foundation

Ruth and Emerson Booher Committee Advised Fund for Versailles, Ohio Centerville-Washington Foundation Community Foundation for Kettering Community Foundation of Miami Township Vandalia-Butler Foundation Editorial Content: Gina Sandoval, Soteria Brown, Christine Smith, Brandon Sutherland Design: Bridge Communications Printing: Progressive Printers, Inc.

Confirmed in Compliance with National Standards for U.S. Community Foundations

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The Dayton Foundation | 2022-23 Report to the Community

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