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The Dayton Foundation Report to the Community 2001-02 G ENERATION TO G ENERATION

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The Dayton Foundation Report to the Community 2001-02

G E N E RAT I O N T O G E N E RAT I O N

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As children, the most important people in our world are

our parents. They give us life, a nurturing environment

in which to grow and a vital foundation of family values.

Together, these elements form who we are as human

beings. From generation to generation, we pass on the

values that our parents taught us. Among them is the

importance of giving back, of sharing the blessings of

our life with our fellow human beings.

This report is dedicated to the families who have

chosen to establish family funds at The Dayton

Foundation in order to teach the value of philanthropy

to the next generations and to foster a family culture of

caring for others. The stories of a few of these special

families follow.

“WHEN YOUR FAMILY HAS BEEN ROOTED

IN DAYTON FOR AS LONG AS WE HAVE –137 YEARS – YOU FEEL COMPELLED TO

DO THINGS THAT HELP THE COMMUNITY

PROSPER. THIS FUND HAS SPARKED A REAL

SPIRIT OF PHILANTHROPY IN OUR FAMILY.I KNOW THAT MY SON AND GRAND-DAUGHTER, AS ADVISORS TO THE FUND,WILL ENSURE OUR FAMILY CONTINUES

DOING THINGS THAT MAKE A DIFFERENCE.”

– BOB SIEBENTHALER

THE SIEBENTHALERFUND

Bob Siebenthaler, chair-man of The SiebenthalerCompany, establishedThe Siebenthaler Fundin 1986 to fulfill hisfamily’s charitabledreams, particularly inthe areas of arts, youthand the environment.His son, Jeff Siebenthaler,is an advisor to the fund.Through their generosity,more than $46,000 hasbeen granted to localorganizations.

The Siebenthalers relax atWegerzyn Gardens Metro-Park, which has benefitedfrom The Siebenthaler Fundand The Siebenthaler Com-pany, established in 1870.From left: Jeff Siebenthaler;Jeff’s daughter, Katie; andBob Siebenthaler.

On the cover, three generationsof Dayton Foundation donors:Bob, Jeff and Katie Siebenthaler.

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LETTER FROM THE CHAIR AND THE PRESIDENT

LETTER: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

GENERATION TO GENERATION

When we look at what truly lasts, we would

have to conclude that it is what people do for

others that endures.

Donors to charities leave a lasting impact

on the lives of so many people served by those

organizations. Donors who establish family

charitable funds have the privilege of taking

one more step. By involving their children, they

are teaching future generations about the value

of philanthropy and the power of giving. They

are sharing knowledge and humanity with their

children and drawing them in on a deep and

caring level.

The Dayton Foundation has many family

charitable funds. This report is dedicated to

these families and the rich impulse to share, an

impetus that exists in all of our donors. In the

pages that follow, you will meet a few of these

families. We appreciate their sharing these

intimate family portraits and the giving spirit

behind them.

REPORT ON 2001-2002The past year was a veryactive and productiveone for The Dayton Foun-dation. During this time,the Foundation GoverningBoard made significantprogress on communityleadership initiatives,named a new president,undertook in-depth surveysof all the Foundation’smajor constituencies,engaged in a comprehen-sive strategic planningprocess, and wrestledwith the challenges of anuncertain economic andpolitical environment.

We and Miami Valleycharitable organizationswho receive grants fromthe Foundation have beenblessed with a continuedoutpouring of generosityfrom Foundation donors,producing a total of $60.4million in new contribu-tions to all entities of TheDayton Foundation. Muchof these new contributionswent out in gifts to localnot-for-profit organizations.This past fiscal year, TheDayton Foundation made$31.5 million in grants and

distributions to charities.Another roughly $13 mil-lion flowed through theFoundation to facilitate thebuilding of the Benjaminand Marian SchusterPerforming Arts Center.

So many other com-munities across the coun-try saw a substantial dropin contributions and grantslast year. The influx ofcontributions from acrossthe Greater Miami Valleyput The Dayton Founda-tion at No. 10 in new con-tributions of the nearly700 community founda-tions in the nation. Legacygifts (planned and deferredcharitable gifts) also rose,by $4.8 million, over 10percent in the last year.

The strength of bothcurrent and deferred givingthis past year says a greatdeal about Miami Valleydonors and their largesse.We should all be proudof what that says aboutour region, our futureand the people who con-tribute to it.

Despite this wonderfulnews, we would be lessthan candid if we said thiswasn’t a difficult year forThe Dayton Foundationand for our not-for-profitorganization partners. Likeeveryone, we have had tomake adjustments, basedupon the consequences ofthe downturn in the stockmarket. Total Foundationassets totaled $214.3

million at June 30, 2002,before depreciation. Thiswas a 7.8 percent decreasein assets from the previousyear. This caused us tomake a series of internaladjustments to reduce theFoundation’s operatingcosts, raise operatingrevenue, assure that wemaintained the highest

Governing Board Chair Robert S. Neff (left) and Foundation PresidentMichael M. Parks

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CONTENTS

2 Letter from the Chairand the President ofThe Dayton Foundation

4 Governance

5 Staff

6 Volunteers

8 Grants and Programs

8 Information forGrant Applicants

12 Long-Term Funds(Endowment Funds)

13 New Funds

15 Fund Families (New Funds)

16 Previously Established Funds

39 Fund Families (Previously Established Funds)

45 SupportingOrganizations

46 Legacies

49 Short-Term Funds– Charitable CheckingAccountsSM (DaytonFoundation Depository,Inc.)

51 Contributors

59 Financial Highlights

60 Ways to Give

level of financial steward-ship and also maintainthe high level of service towhich our constituentsare accustomed.

By making reductionsand effectively reapplyingresources to fulfill donorand community needs,what has resulted, webelieve, is a collectivestaff that can provide un-paralleled not-for-profitexpertise in charitablegiving and charitablefinancial and estate plan-ning, and broad-basedknowledge of our com-munity and the not-for-profits that serve it.

Extensive informationfrom the interviews andsurveys was used through-out the Foundation’scomprehensive strategicplanning process thisyear. Out of this came thecharting of a new coursefor the next several yearsand a plan that focuseson three areas: communityleadership and impact;donor development andfinancial stewardship; andorganizational strengthand development.

This plan and focuswill help us to fulfill ourmission with increasinglygreater impact in the yearsahead. It also will helpbuild capacity for our localnot-for-profit organizations.As a first step to this end,we have begun a pilot pro-gram of The Legacy Part-nership, which will assistlocal charities in develop-ing planned and deferredgifts and endowments tohelp ensure their long-term future.

FOUNDATION LEADER-SHIP INITIATIVES

Education

The Foundation’s educa-tional initiatives, chairedby Board Member Paula J.MacIlwaine, continue toshow significant progress.

We were pleased to bea major funding partnerof the Out-of-School YouthProgram. More than 600youth from the area’s 16school districts were in-volved in the Out-of-SchoolYouth Program’s three newcharter high schools, soonto expand to six schools.

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Gains were reported formany students in profi-ciency examinations, im-proved grades comparedto previous school experi-ences, and higher gradu-ation rates. All the com-munity partners involvedshould be commended fortheir continuing effort.

This is so positive andheartening, when you con-sider that these are youngpeople who had droppedout of school and seemeddestined for a limited andsometimes tragic future. Itaffirms our belief in humanpotential and the impor-tance of giving youth freshopportunities to build apositive and self-sufficientfuture.

The Miami ValleyTeacher/Leadership Acad-emy serves teachers andadministrators in 14 schooldistricts throughout theMiami Valley to providemuch-needed, high-qualitytraining and personaldevelopment, utilizing acost-effective, distance-learning model that canimprove learning for some65,000 area students.

Promoting MulticulturalDiversity and Harmony

The Foundation’s initiativeaimed at promoting multi-cultural diversity and har-mony as a regional strengthand chaired by EmeritusBoard Member John E.Moore, Sr., is focused oncreating a turnkey diversitymodel for use by small-and medium-sized busi-nesses. The diversityinitiative task force also isseeking ways to involveminority contractors andsuppliers in more areaconstruction projects andto increase capacity forminority firms so that theycan compete more suc-cessfully. We are pleasedwith the evolution of thisimportant initiative.

A Strong, Vital Downtown

The Dayton Foundationcontinues to play a vital,supportive role in the de-velopment of the SchusterCenter. It is an excitingeffort that will have a majorimpact on downtownDayton. We are happy tobe a part of this veryworthwhile project.

IN CONCLUSION

Finally, we welcome toThe Dayton FoundationGoverning Board, newMembers Charles A. Jones,Helen Jones-Kelley, LauraB. Pannier and Fred E.Weber and new BoardMembers-Elect Leo E.Knight, Jr., and DouglasC. Scholz.

Most of all, we wouldlike to thank our donorsand other supporters forall that they have done tokeep our Miami Valleyvital through challengingtimes. We are grateful fortheir caring and generousspirit. They make us opti-mistic about the futureand even more dedicatedto supporting efforts tomake that future everbrighter.

Robert S. Neff, Chair

Michael M. Parks, President

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GOVERNANCE

GOVERNANCE: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

A Governing Board of up to 15 volunteers pro-

vides stewardship for The Dayton Foundation

and its charitable activities. These experienced

civic leaders are appointed to five-year terms

by the senior judge of the U.S. District Court

for Southwest Ohio, the probate judge of

Montgomery County, the mayor of the City

of Dayton, the chief executive officers of the

Foundation’s trustee financial institutions

(two appointments) and fellow members of

the Governing Board (up to 10 appointments).

The Governing Board also serves as the

Board of Trustees for the following related

organizations: The Dayton Foundation, Inc.,

Dayton Foundation Charitable Accounts, Inc.,

Dayton Foundation Depository, Inc., Dayton

Foundation Realty, LLC, Carillon Historical

Park and The Greater Dayton Pooled Income

Fund (which invests gifts and pays income

for life to donors and their beneficiaries) and

appoints at least one representative to the

board of each supporting organization of

The Dayton Foundation.

GOVERNING BOARD(As of June 30, 2002)

Robert S. Neff, chairmanemeritus, Neff PackagingSolutions, Inc., chair

Judy D. McCormick, com-munity leader, vice chair

Thomas G. Breitenbach,president and CEO, PremierHealth Partners

Douglas L. Hawthorne,community leader

Franz J. Hoge, retiredmanaging partner, DaytonOffice of Pricewaterhouse-Coopers LLP

Charles A. Jones, retiredchief operating officer/assistant city manager,City of Dayton

Paula J. MacIlwaine,retired president and CEO,Earthwell InternationalTechnologies, Inc.

Laura B. Pannier, vicepresident of administration,Northgate Chrysler Jeep

Caryl D. Philips, communityleader

Fred C. Setzer, Jr., chairman,Setzer Corporation

Estus Smith, vice presidentand COO, Kettering Foun-dation

John N. Taylor, Jr., retiredchairman, Kurz-Kasch, Inc.

Fred E. Weber, presidentand chairman, WeberJewelers, Inc.

Betsy B. Whitney, commu-nity leader

EMERITUS BOARDMEMBERS

Charles Abramovitz, retiredsenior partner, Woolpert

Charles S. Brown, pastor,Bethel Baptist Church

Thomas J. Danis, chairmanand CEO, The DanisCompanies

Richard F. Glennon, Sr.,president, Riverain Invest-ment Company

Anne S. Greene, communityleader

John E. Moore, retireddirector of Civilian Personnel,2750th Air Base Wing,Wright-Patterson AFB

Burnell R. Roberts, retiredchairman and CEO, TheMead Corporation

Frederick C. Smith, retiredchairman and CEO, HuffyCorporation

TRUSTEE FINANCIALINSTITUTIONSAND TRUSTEES’COMMITTEE MEMBERS

Bank One Trust Company,NA: Bradley H. Tidwell

The Fifth Third Bank:Albert W. Leland

Keybank: William S. Hann

Merrill Lynch Pierce Fenner& Smith: John M. York

Robert S. Neff, chair Judy D. McCormick,vice chair

Thomas G.Breitenbach

Douglas L. Hawthorne Franz J. Hoge Charles A. Jones

Paula J. MacIlwaine Laura B. Pannier Caryl D. Philips

Fred C. Setzer, Jr. Estus Smith John N. Taylor, Jr.

Fred E. Weber Betsy B. Whitney

5GOVERNANCE: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

National City Bank,S.W. Region: KatherineB. Hollingsworth

PNC Advisors: James D.Huizenga

AUDIT COMMITTEE

Douglas L. Hawthorne, chair;Thomas C. DeRoss, KarlFrydryk, Timothy D. Jackson

DEVELOPMENTCOMMITTEE

Franz J. Hoge, chair; DaveAnderson, Lawrence D.Brazie, Jan L. Culver, StevenF. Goens, Eugene Heflin,Louis G. Homan, KarenKreusch, Albert W. Leland,John W. MacDonell, MaryC. Mathews, Lisa Y. Orr,Burton R. Saidel, FrederickC. Smith, John C. Stahler,Phil Trueblood

EXECUTIVECOMMITTEE

Robert S. Neff, chair; DouglasL. Hawthorne, Franz J. Hoge,Judy D. McCormick, CarylD. Philips, John N. Taylor,Jr., Betsy B. Whitney

FINANCE COMMITTEE

John N. Taylor, Jr., chair;William A. Enouen, TimothyJ. Foley, Michael J. Gapinski,Douglas L. Hawthorne, JamieKing, William T. Lincoln,Robert S. Neff, Laura B.Pannier

GRANTS COMMITTEE

Caryl D. Philips, chair;Charles Abramovitz, ThomasC. DeRoss, Charles A. Jones,Judy D. McCormick, VanessaO. Ward, Fred E. Weber,Betsy B. Whitney, SueWilliams

MARKETING/PUBLICRELATIONSCOMMITTEE

Robert J. Kegerreis, chair;John F. Bieber, Herbert E.Brown, Mark Conway, PattHawthorne, Charles A. Jones,Kevin L. McDonald, WalterJ. Ohlmann, Fred C. Setzer,Jr., Rex W. Smith, Betsy B.Whitney, Frank J. Winslow,Rebecca Yates-Wells

PAST GOVERNINGBOARD MEMBERS

Charles F. Kettering 1921-25

D. Frank Garland 1921-28

William D. Chamberlin1921-36

Francis J. McCormick1921-38

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 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. Roberts1989-2000

Thomas J. Danis 1990-99

John W. Berry, Sr. 1991-97

Charles Abramovitz1992-01

Charles S. Brown 1992-01

Clayton L. Mathile 1994-96

Rajesh K. Soin 1994-01

David R. Holmes 1998-01

STAFFPRESIDENT

Michael M. ParksSENIOR MANAGEMENT TEAM

Heather J. Bailey, vice presi-dent, Grants and Programs

Joseph B. Baldasare, vicepresident, Development

Robert J. Bruggeman, vicepresident, Finance

Stephen D. Darnell,controller

Carol Siyahi Hicks, vicepresident, Marketing andPublic Relations

Pamela S. Sunderland, vicepresident, Operations

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 youhave a specific area of interest.

❧ Information about applying for grants from The DaytonFoundation: Marilyn Shannon or Heather Bailey

❧ How to establish an endowment fund or contribute to anexisting one: Joe Baldasare

❧ Information about charitable estate planning/deferred andplanned giving: Jan Clark (attorney), Bud Marks (retired CPA)or Beth Schaeffer (attorney)

❧ How to establish a Charitable Checking Account (throughthe Dayton Foundation Depository): Joe Baldasare

❧ Literature or general information about The DaytonFoundation: Chris Smith or Carol Siyahi Hicks

Senior Management Team, standing left to right: Heather Bailey, Bob Bruggeman, Joe Baldasare, SteveDarnell; seated left to right: Mike Parks, Pam Sunderland, Carol Siyahi Hicks.

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THE DAYTON FOUNDATION VOLUNTEERS

VOLUNTEERS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Every year, community residents from diverse

backgrounds volunteer in a variety of areas of

The Dayton Foundation. In addition to serving

as members of the Governing Board and its

standing committees, many other citizens par-

ticipate in committees that guide programmatic

and philanthropic activities in the community.

Their integrity, ability and knowledge of the

Miami Valley area’s charitable needs provide a

quality of citizen involvement that character-

izes a true community foundation.

Following are some of the people who play

this special role with the Foundation. These

volunteers were active in their responsibilities

as of June 30, 2002.

CENTERVILLE-WASHINGTONFOUNDATION FUND

Frederick C. Smith, president;Sally Beals, H. David Blum,Bob Daley, Tom Downs, JonHazelton, Richard Hoback,Marilyn McLaughlin,Doris Ponitz

THE DISABILITYFOUNDATION

James Powell, chair; JohnW. Allen, Mark A. Conway,H. Stanley Eichenauer,William D. Kussman, JudyA. LaMusga, Darrell L.Murphy, Robert S. Neff,Jeffrey Vernooy, Ellen V.Wenzke

ENGINEERING &SCIENCE FOUNDATIONOF DAYTON

Richard K. Kruse, Jr., chair;Dr. James E. Brandeberry,Charles Buchanan, Dr. RobertA. Calico, Jr., Peter Dreher,Richard T. Flaute, Sen.Charles F. Horn, Dwight T.Johnson, Mary Karr, RickKitchen, Dick Krouskop,Ken Langhout, AlbertLeland, Mark Levy, WilliamLockwood, MichaelMcCabe, David L. Neer,Michael M. Parks, GordonA. Sargent, George H. Sehi,Harry Seifert, Jr., Richard M.Wegmann, Carl Woessner, Jr.

THE LIMACOMMUNITYFOUNDATION FUND

John W. MacDonell, president;Miner O. Dickason, JeanneA. Hollingshead, GloriaP. Leech, A.D. MacDonell,Jr., James E. Meredith, JohnW. Timmermeister, DeborahS. Violet, Margery H. Webb

COMMUNITY FOUN-DATION OF MIAMITOWNSHIP FUND

Berman Layer, president;David Anderson, TracyBeachy, Eric Flasher, KarenKreusch, Mark Langdon,Trina Pearson, Billy Rogers,Sarah Seaton, GregorySkorbot

TIPP CITY AREACOMMUNITYFOUNDATIONS FUND

Jesse Chamberlain, chair;Becky Coughlin, JoanCreech, Gordon Honeyman,Jim Kyle, Mike Lightle,Nancy McAlpin, MarilynRichards, Matt Timmer,Jackie Wahl, Col. JerardWeikert

VANDALIA-BUTLERFOUNDATION FUND

Harry R. Hittner, president;Steven Martin, JacquelineNawroth, Lisa Orr, JoanneTownsend, Gerald Turner

STAFF VOLUNTEERS

Mary Black, Donald L.Grieshop, Quentin Hoffmann,Megan Marrinan, JoyceMurphy, Marjorie Myers,Ruth C. Reutinger, DorisStanfield

AFRICAN-AMERICANCOMMUNITY FUND

Elaine Hagood, president;Tina Bogan, Clarence E.Bowman, Jr., Eugene Heflin,Ron Henderson, FayeJohnson, Royce Johnson,Charles Jones, Donna

Lowery, Dwight Matlock,Phillip Moore, DwightSmith, Roland Turpin

CARILLONHISTORICAL PARK

Robert Urbanowicz, chair;Charles Abramovitz, Billand Jennifer Almoney,Shirley Berry, Rob Connelly,Anne S. Greene, JudyHennessey, Taylor Jones, Jr.,Albert W. Leland, AdeleRiley, Richard Schwartz,James L. Sailer, LorraineWaterhouse, Marion Wright

“WHEN I WAS GROWING UP, MY FAMILY

WAS POOR. CHARITABLE ORGANIZATIONS

AND INDIVIDUALS HELPED US AND

CHANGED MY LIFE. SO IT’S IMPORTANT

TO ME THAT MY CHILDREN UNDERSTAND

JUST HOW MUCH THEIR ACTIONS CAN

HELP OTHERS, AND WHY THEY MUST

GIVE BACK SOME PART OF THEMSELVES

TO THE COMMUNITY.”

– HELEN JONES-KELLEY

HELEN AND TOMKELLEY FAMILY FUND

Helen Jones-Kelleyand her husband,Tom, wanted to helpAfrican-Americanyouth see the worldbeyond the MiamiValley and enhancetheir self-sufficiency.To fulfill this goal, theyestablished the Helenand Tom Kelley FamilyFund in 2001 throughthe Foundation’sAfrican-AmericanCommunity Fund(AACF), designatingher four daughters,Lisa, DeNeale, Mylaand Regina, asadvisors.

From left: Helen Jones-Kelley, Myla Jones,DeNeale E. Hand, ThomasE. Kelley, Jr., and ReginaJones.

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GRANTS AND PROGRAMS

GRANTS AND PROGRAMS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Bringing together the resources of charitable

individuals with the needs of our community,

today and in the future, is the goal of The Dayton

Foundation’s grantmaking and program efforts.

As each day brings new challenges to our region,

the Foundation strives to keep abreast of issues

of concern to people living and working in the

Greater Dayton/Miami Valley area.

Because of donors who have placed no restric-tions on the grants made from their endowment

funds, the Foundation has been able to address

our community’s most pressing problems and

opportunities through the discretionary grant-

making process and through program initiatives.

All discretionary grant requests are researched

by the Grants and Programs staff to ensure that

organizations applying for grants meet the

Foundation’s guidelines and have the capability

to achieve their project’s objectives. This infor-

mation is presented to the Grants Committee,

which currently is made up of nine volunteers

having diverse backgrounds and community

experiences. They review all requests and make

recommendations to the Foundation’s Governing

Board for the final decision. The Foundation

staff then follows up with all grantees to assure

that grant dollars have been used properly.

GRANTMAKING

The Grants and Programsarea of The Dayton Foun-dation assures that eachfund in the Foundationoperates according to thewishes of the donor. Tofulfill this role effectively,the Foundation mightprocess grants from desig-nated and advised funds,work with a donor toresearch a communityneed, administer othergrantmaking entities,review applications forthe Foundation’s discre-tionary grantmakingprocess or oversee theawarding of scholarshipgrants.

DISCRETIONARYGRANTS

In 2001-02, The DaytonFoundation awarded 29discretionary grants, total-ing $558,000, to furtherthe missions of the follow-ing nonprofit organizationsin the Miami Valley area.Grants of $5,000 andabove are listed.

Arts, Culture, Humanities

Culture Works ($5,000)To fund leadership develop-ment and training programsfor small- and mid-sized artsand cultural organizationsin Greater Dayton, in col-laboration with the Centerfor Nonprofit Resources.

The Dayton Art Institute($5,000) To enhance theLooking Forward, LookingBlack exhibition by creatingeducational materials, artprojects, a film series andguest lectures.

Dayton Opera Association($20,000) To aid the Asso-ciation in creating a bridgefund that will help subsidizeartistic enhancements andincreased costs associatedwith staging productionsin the new Benjamin and

Marian Schuster PerformingArts Center starting in 2003.

Greater Dayton PublicTelevision ($35,000) Toassist ThinkTV in convert-ing to digital broadcastingby 2003, which will offerviewers new interactive andeducational services andadded programming.

Victoria Theatre Association($15,000) To help developthe Ragtime Diversity Edu-cation Initiative to enhancestudents’ studies throughthe use of cultural diversitythemes prevalent in theplay Ragtime.

The Dayton Art Institute

Victoria Theatre Association

INFORMATION FORGRANT APPLICANTS

The DaytonFoundationdiscretionary grantsare made for publiccharitable purposesthat benefit citizens ofthe Dayton/GreaterMiami Valley region.The size and numberof grant awards aredirectly related to theamount of moneyavailable and therestrictions donorsplace upon the usesof certain funds.

Organizationsinterested in receivinginformation aboutthe grant applicationprocess are invitedto contact MarilynShannon, seniorprogram officer, at(937) 225-9973.

9GRANTS AND PROGRAMS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Education

Montgomery CountyEducational Service Center($225,000) To continue toassist in the developmentof the Miami Valley TeacherLeadership Academy, whosemission is to provide qualityprofessional developmentopportunities for MiamiValley educators, to ulti-mately enhance students’education.

Environment/Animals

Society for the Improvementof Conditions for StrayAnimals ($25,000) To helpconstruct a new center inKettering that will meet on-going demands for animalcare and shelter.

Health

Community Blood Center($30,000) To renovate andexpand the Center’s facili-ties to meet the growingdemands for blood compo-nents and tissue grafts inthe Miami Valley.

Technology ResourceCenter, Inc. ($15,000)To help meet the personalneeds of Greater Daytonarea residents with visualimpairments.

Human Services

Family Service Association($10,000) To initiate theFamilies and Schools To-gether (FAST) project, acollaborate prevention andparent involvement programthat addresses the problemsof violence and delinquency,alcohol and drug abuse, andschool dropout.

Founders Family Center($5,000) To facilitate hiringa part-time coordinator whowill assist with after-schooland summer programs foryouth in the Wesleyan Hillsneighborhood in northwestDayton.

Girl Scouts of BuckeyeTrails Council ($50,000)To help fund the Council’sfirst capital campaign, whichwill create an urban campadjacent to its Dayton head-quarters, expand program-ming and enhance existingcamping facilities.

The Other Place ($35,000)To support the organization’scapital campaign, whichwill renovate and expand itscurrent facility. The Other

Place is the Dayton area’sonly day shelter and social-service center for homelessmen, women and families.

St. Vincent de Paul Society($18,000) To help subsidizea new truck that will deliverfree furniture and householdgoods to individuals in need.

Public/Society Benefit

Center for NonprofitResources ($15,000) Tosupport the activities of theCenter’s Information Servicessystem, including providingInternet-based informationand resources for the non-profit sector.

City of Dayton ($25,000)To continue the DaytonDialogue on Race Relations,which uses dialogue to fosterreconciliation, understandingand action for all citizens.

Kids Voting Ohio($10,000) To help build andstrengthen relationships withschool personnel and expandteacher training programsby hiring a part-time educa-tional coordinator.

DESIGNATED ANDADVISED GRANTS

Some donors prefer toselect the projects andorganizations that willreceive grants from theirfunds. Designated grantsare specified in the fundagreement. Advisedgrants are suggested bydonors, their designees oran advisory board and aresubject to final approvalby the Foundation. Grantsfrom Charitable Accounts,Inc., funds are determinedon an ongoing basis bythe donors.

During 2001-02,The Dayton Foundationawarded 1,156 designatedand advised grants, total-ing $10 million. Grantswere made for a variety ofpurposes, including thearts, youth programs, theenvironment, health andhuman services, educationand scholarships for tuitionand related expenses.

SCHOLARSHIPS

During 2001-02, TheDayton Foundationawarded over $1.7 millionfrom 116 funds to helpmore than 1,300 studentsadvance their educationalgoals. Eligibility require-ments vary from fund tofund. Specific criteria maybe obtained from theFoundation.

AWARDS

Funds of The DaytonFoundation make grantsto individuals for a varietyof purposes, including:

❧ grants to teachersimplementing classroomprograms not funded bytheir individual schooldistricts;

❧ awards to individualswhose creativity and talentenhance the lives of others;and

❧ awards to communityemployees who exhibitoutstanding efforts forthe well-being of theDayton area.

Society for the Improvementof Conditions for Stray Animals

Kids Voting Ohio

Girl Scouts of Buckeye Trails Council

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HIGHLIGHTS

GM/Frigidaire ScholarshipProgram

Now part of The DaytonFoundation, the GM/Frigidaire Scholarship Fundwas made possible througha gift of $750,000 fromthe Frigidaire Employees’Recreation Association in1979. The academic meritscholarship is open to allGeneral Motors and Delphiemployees working inMontgomery County andtheir children and spouses.In accepting the award,recipients agree to attendone of the approved collegesand universities as a full-time student.

Since the beginning of theprogram, more than $1.4million has been awardedlocally to 1,037 students.Beginning with the 2000academic year, the GM/Frigidaire Scholarship Fundalso has awarded annuallythree engineering and sciencescholarships. These $1,500awards are offered to studentsmajoring in engineering and/or science at area collegesand universities.

Harmony Camperships

A bequest from The Robertand Helen Harmony Fundfor Needy Children, estab-lished for the purpose ofproviding quality campingopportunities for childrenwho otherwise would not beable to attend camp due tofinancial need, was activatedin 1999. During its fourthyear, $54,500 was given toresident camps operated bythe Miami Valley Council –Boy Scouts of America,Tecumseh Council – BoyScouts of America, GirlScouts of Buckeye Trails, JoyOutdoor Education Center,YMCA of Metropolitan

Dayton, Clark, Greene andMontgomery County 4-H,and to health resident campssponsored by American LungAssociation, Camp Emanuel(speech and hearing disabil-ities), Camp Sunrise (HIV/

AIDS), Children’s Hospital,Cincinnati (juvenile arthritis),Diabetes Association, DaytonArea and TCN BehavioralHealth Services (Kids ofDeaf Adults).

Parents Advancing Choicein Education (PACE)

Established in 1998, theParents Advancing Choice inEducation (PACE) programis a privately funded scholar-ship program to providetuition assistance scholar-ships to Montgomery Countychildren in grades K-12 atparochial, private or publicschools. In 2000, the Cityof Lima organized its ownprogram, called Parents ofLima Advancing Choice inEducation (PLACE).

During the past fiscal year,PACE and PLACE awardednearly $1.3 million to schoolsthroughout the Dayton andLima areas, assisting morethan 962 students for the2001-02 school year.

Public EducationEndowment Program

Representatives from 14public education endowmentfunds currently under TheDayton Foundation’s um-brella, network and meetperiodically to discuss com-mon interests, includinggrantmaking, fundraising,board management, strategicplanning and marketing.The partnership betweenThe Dayton Foundationand these component fundsallows local communitiesthat want to strengthen theirown public education system,to benefit from local leader-ship and profit from resourcespooled with others for invest-ment growth. The DaytonFoundation is endeavoringto provide appropriateresources to these educationfoundations, based upontheir needs and requests.

GRANTS AND PROGRAMS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

YMCA of Metropolitan Dayton

“THIS FUND ALLOWED ME TO GET

MY SONS INVOLVED IN CHARITABLE

GIVING AND TO CARRY ON MY WIFE

CAROL’S MEMORY AND MISSION.”

– AL SCHNEIDER

“I WAS ADOPTED INTO THIS FAMILY

AS AN INFANT, AND I’M THANKFUL

FOR THAT. IF I HADN’T BECOME PART

OF THIS FAMILY, WHO KNOWS WHAT

MIGHT HAVE HAPPENED? NOW I’MMAKING DECISIONS THAT WILL BRING

OPPORTUNITIES TO OTHER CHILDREN

IN NEED. IT’S AN INCREDIBLE FEELING

TO CARRY ON MY MOTHER’S LIFE

THROUGH THIS FUND, AND TO KNOW

HOW PROUD MOM WOULD BE.”

– JOE SCHNEIDER

➧From left: Joe and AlSchneider with a portraitof wife and mother CarolAnn Schneider.

CAROL ANNSCHNEIDER MEMORIALFUND

Inspired by his wife'slove of children, AlSchneider and his threesons, Steven, Doug andJoe, established the CarolAnn Schneider MemorialFund in 2001. Since then,more than $50,000 hasbeen granted to localorganizations that assistchildren and families. Thefund honors Carol, whopassed away in 2001.

1111

12

LONG-TERM FUNDS OF THE DAYTON FOUNDATIONEndowment Funds

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Since 1921, donors and organizations have

been entrusting their endowed funds to the

care of The Dayton Foundation. While the size

and purpose of each fund is different, all share

the same goal: to make a difference. Many seek

to strengthen the Greater Miami Valley region

today and to prepare our community for the

challenges of tomorrow.

Employing a broad spectrum of endowment-

fund choices, The Dayton Foundation can tailor

the type of fund to the donor’s charitable goals.

Donors may select:

❧ what level of involvement they want to

have in distributing income from their

endowment fund,

❧ what organizations or areas of charitable

interest will receive these distributions and

❧ what type of asset they wish to fund their

endowment.

They also may choose to have The Dayton

Foundation award grants from their fund

anonymously.

With current funding, distribution begins

during the donor’s lifetime. Through a deferred

gift, the fund is activated upon asset transfer.

Creating a legacy through a will, life insurance

policy, retirement plan, life income plan or other

deferred plan may provide a living memorial

for charitable causes in which a donor believes.

(See “Ways to Give” on page 60.) Donors know

that the Foundation also will manage their

charitable funds wisely and, over the long term,

grow resources for grants to benefit future

generations.

Most donors who establish an endowment

fund make a commitment to bring the fund to

at least $25,000 in assets, which can be accom-

plished over time. Endowment funds can serve

a wide variety of charitable causes – civic, cul-

tural, educational, environmental, health,

religious and social service-related. They can

assist charities in the Miami Valley and beyond.

Whatever type of endowment fund a donor

chooses, whether restricted or unrestricted, the

Foundation and the Governing Board ensure

that each fund fulfills donor wishes and contin-

ues to play a useful role in our community.

The funds listed on the following pages

include both new and previously established

funds. New funds, created between July 1,

2001, and June 30, 2002, and their descriptions

appear on pages 13-16 and are listed with the

market values as of June 30, 2002. The fund

titles for previously established funds are listed

on pages 16-44. Funds valued above $25,000

are described in the previously established

fund listing. Those below $25,000 appear in

this section without descriptions this year,

but their fund descriptions can be accessed

on The Dayton Foundation’s website at

www.daytonfoundation.org.

All of these funds represent the growing

history of The Dayton Foundation and exem-

plify donors’ commitment to society and to

the Greater Miami Valley community.

Individual gifts are welcome additions to

these endowment funds. By making a contri-

bution to an existing fund, a donor’s gift will

join others’ for maximum charitable benefit.

The Dayton Foundation recommends that people consultwith their financial, tax or legal advisor when contemplatingstarting an endowment fund with the Foundation.

13

ENDOWMENT FUNDSCONTENTS

13 New EndowmentFunds

15 Fund Families(New Funds)

16 Funds EstablishedPrior to July 1, 2001

39-44 Fund Families(Previously Estab-lished Funds)

39 African-Ameri-can CommunityFunds

40 AullwoodAudubon Center andFarm Funds

40 Carillon His-torical Park Funds

41 Centerville-Washington Founda-tion Funds

41 Five RiversMetroParks Funds

41 The Lima Com-munity FoundationFunds

42 Tipp City AreaCommunity Founda-tions Funds

42 United Way ofthe Greater DaytonArea Funds

44 The Vandalia-Butler FoundationFunds

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

NEW ENDOWMENTFUNDS(July 1, 2001 – June 30, 2002)

Helen and CharlesAbramovitz Fund #3 –2001 ($59,548) will benefitvarious arts organizations,as designated by these twoDayton-area communityleaders.

Alliance for EducationFund – 2002 ($239,364)will support K-12 educationprograms in the GreaterDayton area.

American PsychologicalAssociation - Division 5Samuel J. Messick AwardFund – 2001 ($15,244) willhonor an Association mem-ber who has made significantscientific contributions inthe areas of psychologicalassessment, evaluation,measurement, research orstatistics, with an annualaward.

The Antioch School GeneralEndowment Fund – 2002will generate unrestrictedoperating income andsupport educational andcharitable activities for thebenefit of Yellow Springs.The Antioch School wasestablished in 1921 and isone of the oldest alternativeschools in the country.

Bellbrook/SugarcreekEducation Fund – 2001 willbenefit the school district’s

educational and extra-curricular activities, andprovide college scholarshipsfor its graduates.

Beth Abraham SynagogueFoundation Fund – 2001($193,190) will provideunrestricted operating fundsfor the Synagogue’s Foun-dation and its affiliatedorganizations.

Bethlehem Lutheran SchoolEndowment Fund – 2001($8,235) was establishedby Bethlehem LutheranChurch to support Christianeducational outreach in theFairborn community and toprovide financial supportfor students.

Camp Jabez EndowmentFund – 2002 will devoteincome to the unrestrictedoperations of this ministrycamp, which helps at-risk

children who have beenexposed to violence orabuse, find purpose andmeaning in their lives.

David and Mary AnnCavanaugh Fund – 2001($29,519) will benefit edu-cational, religious and socialservice organizations, asrecommended by the donors.

Christ Episcopal Churchof Xenia Endowment Fund– 2001 will generate annualrevenue to aid the church’sgeneral operations andministries.

Colorado Avenue BaptistChurch Dayton, Ohio,Endowment Fund – 2002($939) will generate fundsfor church improvementsand maintenance.

Virginia Conlogue Scholar-ship Fund – 2001 ($47,272)will provide unrestricted

funds for The Dayton Foun-dation as well as scholarshipsthrough the Dayton Mont-gomery County ScholarshipProgram. Mrs. Conloguewas a Dayton City Schoolsteacher for over 40 years.

Dayton Bach Society Fund– 2002 ($10,151) will pre-serve and promote music ofthe Baroque era by fundingperformances of master-pieces written between theyears 1600 and 1750. TheDayton Bach Society is the

only professionally trainedchoral ensemble in theGreater Dayton area.

Thelma G. (Kay) andRichard Fair Fund – 2001($2,382) will provide unre-stricted operating revenuefor Hospice of Dayton, Inc.,Red Cross Dayton AreaChapter and St. VincentHotel, as designated bythe donors.

Gene and Kathy GepfreyFamily Fund II – 2001 willaward grants to charitable,religious, educational, civicand community activities,as recommended by theGepfrey family.

Christina Issa GobrailScholarship Fund – 2001($5,816) was established byBarbara Pflum Gobrail, M.D.,in memory of her daughter,“Tina,” who was tragicallykilled at the age of 16. Thefund will award scholarshipsto Archbishop Alter HighSchool students and St.Albert the Great Schoolstudents who possessstrong leadership abilities.

Greater Dayton JayceeNeighborhood Developmentand Housing Fund – 2002will foster neighborhoodgrowth in the Greater Day-ton community by buildinglow- and moderate-incomehousing and developingprograms to eliminateslum areas.

The Antioch School

Dayton Bach Society

Christina Issa Gobrail

14

Iams Junior ShowmanshipFund – 2002 ($5,000) willaward scholarships to stu-dents who have competedin the Junior ShowmanshipCompetition at the AKC/Eukanuba American DogClassic, co-presented bythe Iams Company.

Karen Ingle Memorial ArtScholarship Fund – 2002($41,608) will rememberthis graphic designer, whodied tragically in an auto-mobile accident in 2001.Scholarships will be awardedto Miami County graduatespursuing an education in art,art history or art education.

James Investment ResearchFund – 2001 ($37,088) willsupport charitable activities,as designated by the donor.

Hazel Cole Jones Scholar-ship Fund – 2001 ($4,199)will honor the memory ofthis longtime educator andfounder of the U-LearnAcademy, an after-schoollearning center in Dayton,by awarding unrestrictedgrants to the Academy andscholarships to its students.

Alice Kimmel GeneralEndowment Fund forFairview United MethodistChurch – 2001 ($30,671)will provide unrestrictedrevenue for the operationsof this Dayton church.

Krug-Hibner Family Fund– 2001 ($12,212) will encour-age charitable, educationaland religious activities forCatholic institutions. Thefund was established by thechildren of William andAlice (Krug) Hibner tohonor their ancestors.

Mathile Community Fund– 2001 ($1,122,920) wasestablished by the MathileFamily Foundation to sup-port large-scale projects thatpromote the long-rangefuture of MontgomeryCounty in the areas of artsand recreation, economicrevitalization, educationor special initiatives.

The Judy and BillMcCormick Fund – 2001($44,073) will further thecharitable and civic interestsof Judy McCormick, a DaytonFoundation Governing Board

member, and her husbandBill, a senior vice presidentat Salomon Smith Barney.Both are active communityvolunteers.

Monarch/Genesis Fund –2001 ($2,598,749) wasestablished by the GenesisFoundation to provideunrestricted revenue fordesignated charities as wellas for organizations thatimprove the quality of lifein our region.

Darrell L. Murphy Fundfor the Good of the MiamiValley – 2001 ($27,273)was established by friends,donors and Foundationstaff in honor of Darrell L.Murphy’s retirement as thesecond full-time presidentof The Dayton Foundation.The Miami Valley commu-nity will benefit by thisunrestricted fund for gen-erations to come.

New Leaders Fund – 2002($3,000) will encourageyouth outreach, education,mentorship and diversityprograms to help build multi-cultural leadership in thenews media, communicationsand related professions. JohnThomson, deputy managingeditor of the Dayton DailyNews, established this fund.

Northmont Education Foun-dation (Corporate Form)Fund – 2002 ($648,788)will promote curricular andextra-curricular activities forthe Northmont City SchoolDistrict and provide schol-arships to its graduates.

The Oak Tree Corner Fund– 2002 ($2,000) will pro-vide unrestricted operatingrevenue to this organization,which provides a supportiveplace where children grievinga death can share their expe-riences as they move throughthe healing process.

Ohio River Road Runner’sClub Trust Fund – 2001($35,870) will promotehealth and fitness in thecommunity by facilitatingand providing support forrunning, jogging and fitnesswalking activities.

Kenneth E. and MargaretE. Parnell Fund – 2001($171,261) was establishedthrough a legacy gift byMargaret Parnell to providefinancial support for individ-uals with visual impairments.

William & Alice (Krug) Hibner

Partners for CommunityLiving Fund – 2002($1,000) will provide annualunrestricted revenue toChoices in CommunityLiving, Inc., and ResidentHome Association for theMentally Retarded of GreaterDayton, Inc., which providehousing and other supportservices for citizens withmental retardation and otherdevelopmental disabilities.

Dr. and Mrs. Juan A. PauletFund – 2002 ($29,847)will enable the donors tofulfill their charitable goalsby contributing to educa-tional, civic, religious andcommunity activities.

Diane and George EdwinPhillips Fund – 2001($8,152) will support thedonors’ charitable activities.Diane Ruth Phillips, anadjunct professor at Wright

State University, and herhusband George, CEO ofPhillips Sand & Gravel andPhillips Ready Mix, areactive community leaders.

Maureen (Reenie) RiazziFund – 2001 ($450,488) willbenefit organizations thateducate and care for Mont-gomery County residentswith developmental disabili-ties or mental retardation.

Gerald B. Sanders, Sr., andPauline S. Sanders KetteringCollege of Medical ArtsNursing Scholarship Fund– 2001 ($7,042) will awardscholarships to individualspursuing a nursing degree atthis institution. The Sanderswere volunteers at KetteringMedical Center for 21 years.

Ranee Sinnathamby Educa-tion Fund for Queen ofMartyrs School – 2001($11,478) was established byKuddythamby Sinnathamby,M.D., and his family inmemory of his wife. Schol-arships will be awarded tostudents attending thisCatholic elementary school.

Spencer Family Fund –2002 ($45,700) will beused by Ronald and JeanSpencer to carry out theircharitable goals.

Tempelhof Family Fund –2002 was established by JanetTempelhof in memory of herbrother and parents, to award

George & Diane Phillips

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Darrell L. Murphy

15

scholarships to CedarvilleUniversity’s Department ofMusic students pursuingcareers as organists. Addi-tional funds will fulfill specialwishes for young people withlife-threatening illnesses.

Therapeutic Riding Insti-tute Fund – 2001 ($211)will provide unrestrictedoperating revenue to pro-mote therapeutic ridinginstruction for individualswith disabilities.

United States Air andTrade Show EducationFund – 2001 ($36,688)will help raise awarenessof Dayton’s role in the firstmanned and controlledflight by the Wright Brothersin 1903. The fund’s incomealso will be used to educateyoung people, especiallydisadvantaged youth, aboutaviation.

FUND FAMILIES(NEW FUNDS)(July 1, 2001 – June 30, 2002)

African-AmericanCommunity Funds

Dr. Stanley A. Earley, Jr., &Charity Edna Earley Fund– 2002 was established byDr. Stanley Earley in memoryof his wife, Charity, who wasa strong advocate for highereducation. This fund willcontribute to educationaland artistic programs thatbenefit African-Americans.

Dr. Charles H. and Lois B.Fortson Family Fund – 2001($42,879) will provideunrestricted funds for theAfrican-American Medical-Surgical Lecture Series atWright State University. LoisFortson established the fundin memory of her husbandCharles, a former surgeon.

Dr. Samuel Proctor Endow-ment Fund – 2002 ($36,061)honors the memory of thisformer Rutgers Universityand United TheologicalSeminary professor. Thefund will award grants forthe Seminary’s Dr. SamuelProctor Chair of Ethics andfor a lectureship series forAfrican-American doctoralstudents focusing on ethicsin American leadership.

Estus Smith Central StateUniversity Fund – 2001($27,235) will encouragethe pursuit of higher educa-tion at Central State Univer-sity by awarding scholarshipsto students from Mississippi,the donor’s home state. Dr.Smith is a Governing Boardmember of The DaytonFoundation and vice presi-dent and COO for theKettering Foundation.

Daryl Ward ScholarshipFund – 2002 ($14,680)honors the president emeri-tus and dean emeritus ofAfrican-American Ministriesat the United TheologicalSeminary, by awardingscholarships to Seminarystudents who are preparingfor a Pan African ministry.

Aullwood Audubon Centerand Farm Funds

Aullwood Capital CampaignFund II – 2001 ($119,943)will encourage continuedgrowth of Aullwood AudubonCenter and Farm for thebenefit of Greater MiamiValley residents.

Friends of AullwoodOperation Fund II – 2001($97,566) will receive giftsfrom community membersto provide annual, unre-stricted operating revenuefor Aullwood AudubonCenter and Farm.

The Clayton CommunityFoundation Funds

The Clayton CommunityFoundation Fund – 2002($1,475) will enhance cul-tural, recreational and socialprograms as well as encour-age employment, economicdevelopment and revitaliza-tion in the City of Clayton.

The Learning CommunityFund – 2002 ($4,983) willencourage positive growthand development in Clayton,Ohio, and foster neighbor-hood participation in com-munity activities.

Public Safety Fund – 2002($500) was established bythe City of Clayton to pro-vide financial assistance tothe Clayton Public SafetyDepartment and involveresidents in the city’s healthand safety process.

Lima CommunityFoundation Funds

B-W Greenway Commu-nity Land Trust Fund –2002 ($14,559) will pro-mote sustainable land useby generating unrestrictedoperating income for theBeavercreek and WenrickWetlands greenway.

Equestrian Therapy Pro-gram Endowment Fund –2001 ($668,252) will helpprovide therapeutic programsthrough the care, handlingand riding of horses for thephysical, emotional andmental well-being of indi-viduals with disabilities.

Dr. William Hoehn FamilyEndowment Fund – 2001($20,019) will award schol-arships to Lima CentralCatholic students to furthertheir education and religion.This fund honors Dr. WilliamHoehn, a 1949 graduate ofLima’s St. John’s High School.

The Judy Fund – 2002($9,531) will provide finan-cial support to churches inAllen and Hardin counties.Harold Breidenbach estab-lished this fund in memoryof his sister, Judy.

Lima Central CatholicEndowment Fund – 2001will generate unrestrictedrevenue to further enrichthe school’s activities, schol-arships and other programsfor the benefit of students,employees and faculty.

Martha S. MacDonell ArtsFund – 2001 ($28,796) willprovide grants to organiza-tions that sponsor arts activi-ties and professional artists

Janet Tempelhof

Charles H. & Lois B. Fortson

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Aullwood Audubon Center

Samuel Proctor

16

in the Lima/Allen Countyarea. The fund is a tributeto this community leader,who is a founding memberof the Council for the Artsof Greater Lima and a boardmember for the Ohio ArtsCouncil.

Tipp City Area CommunityFoundations Funds

Elizabeth Spano Scholar-ship Fund – 2001 ($18,968)will ensure that the memoryof this 10-year-old girl willendure. The fund will awardscholarships to graduatingTippecanoe High Schoolyoung women, who havebeen active in cheerleading,basketball or softball, activi-ties that Elizabeth Spanoenjoyed.

Tipp City Rotary ClubScholarship Fund – 2001($61,977) will assist theTipp City Rotary Club inawarding annual scholar-ships to deserving graduatesof Bethel and TippecanoeHigh Schools.

The Vandalia-ButlerFoundation Funds

Arts Revitalizing Team(a.k.a. A.R.T.) Fund – 2001($25,382) will financecultural arts activities for theenjoyment of students at-tending Vandalia-Butlerschools. Margo ThomasSteinbaugh, an elementaryschool teacher who raisedmatching funds for the highschool performing artstheater’s renovation, initiatedthe fund.

M. Byron Morton MemorialScholarship Fund – 2002($14,345) serves to remem-ber this former Vandalia-Butler schools superintendentand namesake of the MortonMiddle School. Collegescholarships will be awardedto Vandalia-Butler HighSchool graduates.

Vandalia Cultural ArtsEndowment Fund – 2001($51,234) was establishedby the City of Vandalia toencourage artistic and cul-tural activities, programsand performances.

Vandalia Lions EndowmentFund – 2001 ($22,854) wasestablished by the VandaliaLions Club to enhance chari-table, educational, civic,religious and communityactivities within the City ofVandalia or Butler Township.

FUNDS ESTABLISHEDPRIOR TO JULY 1, 2001Funds valued above$25,000 as of June 30,2002, are described in thefund listing below. Thoseunder $25,000 appear inthis section without de-scriptions this year, but theirfund descriptions can beaccessed on The DaytonFoundation’s web site atwww.daytonfoundation.org.

General Fund ($1,380,170)Unrestricted endowmentsmanaged by five trusteebanks hold a number of con-tributions set aside for thelong-term benefit of theDayton/Miami Valley region:Bank One Trust Company,NA; Fifth Third Bank; KeyTrust Company of Ohio,N.A.; National City Bank,Southwest Region; PNCBank, Ohio, N.A.

Abilities First FoundationFund – 1998 ($1,534)

Helen and CharlesAbramovitz Fund – 1991

Acute Care FoundationFund – 1999 ($25,028) willgenerate income to supportthe activities of charitableorganizations.

Jack and Carol Adam Fam-ily Fund – 1999 ($159,940)will benefit charitable orga-nizations, as designatedby its donors. Jack Adam,president of Mead, Adam &Co., Inc., and his wife Carol,a former schoolteacher, havea strong interest in education,especially Catholic education,as well as in many religious,humanitarian, social andcultural causes in theDayton community.

AIA Dayton ArchitecturalScholarship Fund – 1997($20,526)

Allegro Fund – 1987($190,701) was the firstarts fund in the Foundation.It was founded in memoryof Hermene Louise Schwarzby her family and friends forthe purpose of increasing andenhancing dance, music anddrama, which she so loved,within the Dayton area.

Alter High School – TaylorFamily Scholarship Fund –1987 ($227,981) yieldsscholarships for students whowould not otherwise be ableto attend Alter High School.The late John N. Taylor,Sr., and John N. Taylor, Jr.,retired chairman of Kurz-Kasch, Inc., created this fund.

American Red CrossAcademic Awards Fund –1998 ($3,603)

American Society forComposites ScholarshipFund – 2000 ($10,235)

William S. and Janice R.Anderson Fund – 1983($629,444) benefits chari-table organizations, assuggested by the donors.This fund was initiated bythe retired chair of theNCR Corporation, whohas contributed more than

Elizabeth Spano

M. Byron Morton Jack & Carol Adam

William S. Anderson

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Martha S. MacDonell

17

$1 million to various fundsand subsidiaries of theFoundation.

Anonymous Fund #1 – 1985($25,033) furthers generalcharitable purposes, as ad-vised by a local corporation.

Anonymous Fund #6 – 1987

Anonymous Fund #8 – 1989($10,669)

Anonymous Fund #9 – 1990($95,040) yields earnings tothe donor for life through acharitable gift annuity, whileserving the general chari-table needs of the Dayton/Miami Valley community.

Anonymous Fund #10 –1993 ($19,712)

Anonymous Fund #12 –1996 ($71,171) furthers civicand community activitiesand institutions, as advisedby the donor.

Anonymous Fund #14 –1997 ($145,181) providesoperating support to HolyCross Lithuanian RomanCatholic Church, Dayton,Ohio, and to Precious BloodRoman Catholic Church,Dayton, Ohio.

Anonymous Fund #15 –1998 benefits charitableorganizations, as advisedby the donor.

Anonymous Fund #17 –1998 ($74,137) helpssupport three Dayton-areacharitable organizations.

The Antioch SchoolEndowed ScholarshipFund – 2001 ($42,036)will encourage students ofthis Yellow Springs schoolto pursue learning throughself-discipline, self-directionand values.

R. C. Appenzeller FamilyEndowment Fund – 1997($429,840) awards scholar-ships to students pursing acareer in engineering at anaccredited college or univer-sity and supports the activitiesof charitable organizations.

Arabic Club FoundationFund – 1996 ($456,638)was established by membersof the Arabic Club for thecare, treatment and rehabili-tation of people of all ages

who are disabled and provideseducation and funding toorganizations serving theseneeds.

Armed Forces Communica-tions Electronics AssociationEducational Fund – 1997($211,772) advances thenumber of capable scientistsand engineers to enhanceFree World security andpromotes patriotic andeducational causes.

Armentrout Family Fund –1999 ($21,846)

Artemis Center’s VirginiaFund – 1997 ($796)

Arts and Cultural Develop-ment Fund – 1993 ($915,746)represents several sub-fundsto enhance the arts in theMiami Valley and ensuresfuture growth and supportfor arts in our community.

Association of NatureCenter AdministratorsEndowment Fund – 1997($61,247) encourages andpromotes leadership andhigh-quality management inthe nature center industry.

Rex E. Aukerman Scholar-ship Fund – 2000 ($4,626)

Dr. Edward G. Austin Fund– 1996 ($25,004) contrib-utes support to charitableorganizations, as directed bythe donor and his daughter,Catherine Austin Rabe. Heis recognized for his long

involvement in orthodonticcare, as well as service to theBeavercreek Rotary Club.

Soma S. and Veni AvvaEndowment Fund – 1993($10,377)

Ronald D. Baker, Sr.,Memorial Scholarship Fund– 1993 ($241,775) remem-bers the past chairman ofLeisure Lawn, Inc., whobelieved in the necessityof continued educationalopportunities for all indi-viduals. By providing schol-arships to assist them,Leisure Lawn, Inc., wishesto encourage Ohio StateUniversity students topursue degrees in turfgrassmanagement.

David R. Barth Fund –1988 ($4,665)

Martin A. Bayless Founda-tion Fund – 1998 ($25,425)tackles problems of under-privileged youth throughthe hands-on leadership ofits founder, a Daytonian andformer professional footballplayer.

Beavercreek CommunityParks, Recreation and Cul-tural Foundation Fund –1989 ($28,822) helps toacquire, maintain and developparks, recreational facilitiesand cultural amenities withinthe city and township ofBeavercreek.

Richard Neil BechtelFoundation Fund – 1997($4,800)

John A. Becker ElectricCompany Family Fund –1984 ($393,756) considersthe advice of the fund’s ini-tiator, Thomas E. Becker,company president and sonof the founder, who estab-lished the fund with sharesof company stock.

Robert T. Bell Family Fund– 1995 ($82,202) recognizesthe retirement of Bell Vaultand Monument, Inc., Presi-dent Robert T. Bell andsupports community activityaround the Miamisburg area.

Julie Clare Bergman Schol-arship for Continuing Ex-cellence and OutstandingPerformance in GraphicArts Fund – 1995 ($8,712)

Berry Fund – 1986($76,509) perpetuates com-munity-wide grantmakingby the Foundation’s Gov-erning Board by providingdiscretionary grants to local

charities. The fund wasestablished in response toa challenge grant from theFord Foundation.

John W. Berry, Sr., Endow-ment Fund for Miami ValleyHospital Foundation – 1999($852,731) was establishedby the estate of John W. Berry,Sr., an emeritus member ofthe Foundation’s GoverningBoard, to provide annualgrants to Miami ValleyHospital.

John W. Berry, Sr., Memo-rial Scholarship Fund – 2001($66,329) will award schol-arships to graduating seniorsof Oakwood High School.Established by the friendsand family of John W. Berry,Sr., the fund honors theformer chairman of BerryInvestments, Inc., andformer emeritus member ofThe Dayton Foundation’sGoverning Board.

Alter High School

Robert C. & Phyllis J. Appenzeller

Martin A. Bayless

Julie Clare Bergman

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

18

“INSTEAD OF GOING OFF IN SIX OR

SEVEN DIRECTIONS TO HELP COMMUNITY

ORGANIZATIONS, IT’S REALLY NEAT TO

GET TOGETHER AS A FAMILY AND SAY,‘HEY, WHAT DO YOU THINK OF THIS?’OR ‘WHAT DO YOU THINK OF THAT?’THE FUND ALLOWS US TO CONSIDER

CHARITIES IMPORTANT TO DIFFERENT

MEMBERS OF OUR FAMILY, AND THEN

MAKE A COLLECTIVE JUDGMENT. BY

GOING THROUGH THE DAYTON FOUN-DATION, WE’RE SATISFIED WE’RE DOING

ALL THE RIGHT THINGS FOR THE

MIAMI VALLEY’S FUTURE.”

– DON IRELAND

MR. AND MRS. DONR. IRELAND FUND

Dayton businessmanDon Ireland and hiswife, Beth, establishedthe Mr. and Mrs. DonR. Ireland Fund. Sincetheir association withThe Dayton Founda-tion, they have awardedgrants to youth andsocial service organiza-tions of interest to themand to their sons, Jeffand Steve, and theirwives, Ellen and Jean.

From left: Beth, Steve, Donand Jeff Ireland. Camp Kernis one of the beneficiariesof their fund.

John W. Berry, Sr., Scholar-ship Fund for Chaminade-Julienne – 1994 ($402,564)ensures that families withsignificant financial needcan have the opportunity tosend their children to thisdowntown Dayton paro-chial school. This fund wascreated by John W. Berry,Sr., a former GoverningBoard member of TheDayton Foundation.

Better Business BureauEducation Fund – 1999($8,731)

Catharine French BieserFund – 1986 ($254,150)honors Alfred W. French,founder of the French OilMill Machine Co. in 1901,and Grace Albers French,who outlived her husband by50 years and took his placeas head of the company andas a leading citizen of Piqua.Their daughter, Catharine

French Bieser, initiated thisadvised fund to honor herparents.

Irvin Gruen Bieser Fund –1985 ($160,578) honorsCharles W. Bieser, politicianand founder of Everybody’sOffice Outfitters, and FloraGruen Bieser, a civic leaderand churchwoman. Theirson, Attorney Irvin G. Bieser,Sr., created this fund, whichis advised by members ofthe Bieser family.

Charles H. and Jayne BlackScholarship Fund – 1986($53,150) provides an en-dowment fund for scholar-ship assistance to needychildren from the GreaterMiami Valley region.

Helen J. Black Fund forSenior Citizens – 1999($16,162)

The Blakeney MemorialFund – 1963 ($586,336)honors William J. andMargaret S. Blakeney. Theirdaughter, Virginia Blakeney,who studied art in Europe

and later designed jewelry forTiffany & Co., establishedthis fund for the benefit ofThe Dayton Art Institute.

Eleanor K. Blank Fund –1999 ($38,764) furthersthe charitable wishes of thislifelong Dayton resident byproviding financial supportto three local nonprofitorganizations.

Basil F. Blizzard, IV, Memo-rial Scholarship Fund –1999 ($3,208)

Skip Block FoundationFund – 2001 ($5,467)

Vincent and Elana BollingFund – 1987 ($54,786)makes grants to charity withthe advice of its creators,Vincent Bolling, presidentand CEO of Kodak MiningCo., and Elana Bolling,director of the VanguardConcert Series.

Fenton and Jessie K. BottFund – 1984 ($377,315)generates grants for the careand treatment of childrenwith physical disabilities.This fund was originallyestablished in 1949 and latertransferred to The DaytonFoundation. The Botts oper-ated a dance academy in thehistoric Pollack House, whichhas since been moved toWest Monument Avenue.

John W. Berry, Sr.

Charles H. & Jayne Black

Fenton Bott

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Joyce M. Bowden andAdam M. Lutynski Fund –1995 ($83,256) provides,in grateful appreciation,unrestricted income to meetchanging community needs.

Robert E. Bowman Endow-ment Fund – 1994 ($54,203)provides operating revenueto Trinity Community ofBeavercreek, a full-serviceretirement center, and carriesthe name of this retired ser-viceman from the U.S. AirForce, who also establishedThe Ohio State UniversityAthletic Scholarship Fundat the Foundation.

Richard W. Brame, Sr.,Memorial Scholarship Fund– 2000 ($21,897)

Brane Family MemorialScholarship Fund – 2000($35,966) will award schol-arships to West CarrolltonHigh School graduates tofurther their studies at a four-year college or university.William R. “Bill” Brane wasthe owner and operator ofMeiler Brane Insurance Co.

1919

20

Breast Cancer FoundationFund – 1996 ($6,872)

Edward G. Breen MemorialFund – 1990 ($11,622)

Brighter Tomorrow Foun-dation Endowment Fund –1990 ($417,562) supportsand improves programs andservices that benefit citizenswith mental retardationand other developmentaldisabilities.

Brightwell Family MemorialScholarship Fund – 1999($25,131) was establishedby the family of ThomasO. Brightwell, Sr., a City ofDayton firefighter (1929-1953), and his wife, Naomi,to award college scholar-ships to children of currentor retired full-time Daytonfirefighters.

Jane M. Britt Fund – 2000($20,765)

Joel Broering MemorialScholarship Fund – 1997($36,314) gives awardsto St. Henry High Schoolgraduating seniors whoparticipate in communityservice and plan to attend acollege or university. It wascreated in memory of 17-year-old Joel Broering, whodied after a two-year battlewith leukemia.

Adam Broock Fund – 1994($36,528) honors AdamBroock, an Oakwood HighSchool student who died in1990 at the age of 16. The

fund is set up to providescholarships in his name.

Brookhaven BenevolentFund – 1997 ($59,058) aidsthe Brookhaven Nursing andCare Center by providingassistance to its retired resi-dents to improve the qualityof their lives.

William T. Bryan Fund –1998 ($43,889) honors thefounder, who retired fromthe Duriron Company. Hewas a devoted volunteer,assisting elderly and disabledindividuals in his later years.

Cynthia A. and Stephen J.Budde Fund – 1999($20,704)

Delilah B. and Lester W.Buechler Fund – 2000($43,529) enhances thedonor’s charitable giving toapproved nonprofit organi-zations and provides schol-arships to students at twoOhio universities. LesterBuechler founded OhioElectronic Engravers.

Si Burick JournalismScholarship Fund – 1986($50,819) sponsors first-year college scholarships injournalism. The fund wascreated by 28 corporationsand individuals to honorSi Burick’s 60th year as anationally acclaimed sports-writer with the Dayton DailyNews.

Lysle D. and Jean M. CahillFamily Fund – 2000($239,965) will award grantsfor charitable and communityactivities, as recommendedby the Cahill family. A retiredelectrical engineer, Lysle D.Cahill co-founded DataCorporation and developedmany patents for digitalimagery systems usedthroughout the world.

Camp Fire USA GreaterDayton Area Council –1997 ($68,525) enrichesand nurtures the lives of boysand girls across the MiamiValley area by increasingfunding support for theoperations and programsof Camp Fire Council.

Campus Ministry at WrightState University Fund –1999 ($25,392) will providefor general maintenance ofand capital improvements,including constructing anew chapel, to the CampusMinistry facilities at thislocal university.

Cardinal FoundationChaminade-Julienne TuitionAssistance Fund – 2000($15,000)

Catch the Building SpiritFund – 1998 ($16,747)

Catholic Social Servicesof the Miami Valley Fund –1973 ($25,860) fulfills thewishes of private citizensof Dayton who joined theircontributions together tobenefit Catholic Social Ser-vices of the Miami Valley.

Hampden W. and Erma R.Catterton Fund – 1991($906,490) provides chari-table support for performingarts and cultural organiza-tions within the Dayton andMiami Valley area. The donorshad a strong commitmentto the Dayton community.Hampden W. Catterton, asuccessful insurance agent,and his wife, Erma, movedto Dayton in the 1940s.

Centennial Park Fund –1984 ($31,205) supportsthe metropolitan park nearthe Great Miami River thatwas established to honorNCR Corporation on itscentennial.

Chaminade-Julienne HighSchool Endowment Fund –1987 ($50,753) benefitsprojects in this Catholiccenter-city educational envi-ronment through scholar-ship, salary and tuition as-sistance.

Charch and Hale MemorialFund – 1985 ($101,270)generates income to beapplied toward variousexpenses incurred by theFaith United Church ofChrist, formerly the HaleUnited Church of Christ.The fund’s creator, AnnaElizabeth Charch, was aDayton schoolteacher andgranddaughter of WilliamHale, the founding pastorof the church.

Child Care ClearinghouseFund – 2000 ($101)

Children’s Charitable andEducational Trust Fund –1967 ($115,867) benefitschildren and youth. WilliamHenry Zwiesler, a photoen-graver at Dayton ProcessEngravers and a collector ofart books and medallions,created the fund.

Choices in CommunityLiving Fund – 1996 ($2,280)

Christ Episcopal ChurchReserve Fund – 1999($52,065) aids this down-town Dayton church in itsgeneral operating expenses.

W. A. Chryst Fund – 1995($93,178) provides unre-stricted income to meetchanging community needsin memory of William A.Chryst, an engineer whoworked with Charles F.Kettering at Delco in the earlydays. The fund was foundedby the estate of his daughter,Phyllis C. Fouts, an avidcommunity volunteer.

Adam Broock

Catholic Social Services

Hampden W. & Erma R.Catterton

Anna Elizabeth Charch

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

21

CITYFOLK PermanenceFund – 1998 ($15,143)

David H. and Edith W.Clark Family Fund – 1995($200,803) will provideannual unrestricted revenuefor four charitable, healthand human service organi-zations, as designated by thedonors. David Clark, a retiredemployee of Frigidaire, andhis wife, Edith, were activemembers of JamestownUnited Methodist Church.

Phillip D. Clawson Scholar-ship Fund – 2000 ($3,118)

Joseph T. Cline AwardsFund – 1984 ($66,017)honors the father of fundfounder Carolynne H. Cline.Joseph Cline was a British-born optometrist and founderof People’s Bank (now Na-tional City Bank). The fundprovides cash awards to Cityof Dayton employees whoexhibit excellence anddedication in their work.

Madge Cloppert Fund forthe Senior Citizens Centerof Greater Dayton – 1989($43,108) helps pay annualmembership dues for olderadults who would not other-wise be able to participate inthe activities of the center.

John E. and Jean M.Coleman Fund – 1992($13,149)

Collett Family Fund forSharon United MethodistChurch – 1999 supportsthe programs and servicesof Sharon United MethodistChurch in Wilmington. Donand Virginia Collett estab-lished Collett Hardware andPropane in the Wilmingtonand Xenia areas in 1947.

Collett Family ScholarshipFund in Honor of theClasses of 1938, 1940 and1942 – 1999

Community Foundationfor Kettering Fund – 2000($926)

Community Foundationof Kettering Fund – 2000($67,800) will support thecultural, recreational andeducational activities of thecommunity of Kettering.Lucille Seitz establishedthe fund in memory of herhusband, Frank H. Seitz.

Community Foundationof Miami Township Fund –1998 ($4,270)

Conard Family – RobertC. “Buck” and Gloria G.Conard Scholarship Fund –1995 ($15,150)

The Concord United Meth-odist Church Fund – 1999($28,458) will support thechurch’s missionary workand general operations.

Roderick F. Condon, II,Scholarship Fund – 1997($3,000)

Rob and Jayne ConnellyFamily Fund – 1999($5,649)

Philip B. and Katy W.Conway Fund – 1987($1,295,268) providesincome to five local organi-zations, as directed by theestate of Katy Conway. Shewas the first woman to workat the Atomic Energy Com-mission Lab at Runnymedein Oakwood.

Robert L. Corbin ScholarshipFund – 2000 ($27,148) wasestablished by the friendsand colleagues of Robert

L. Corbin in honor of hisretirement from the OhioHouse of Representatives.The fund awards scholarshipsto high school graduatesresiding in the 38th/42ndOhio House Districts.

Corinth PresbyterianChurch Fund – 2000($19,376)

Cosler Shiloh ChurchFund – 1990 ($30,111)endows the Shiloh Churchby fund creators Robert andElectra Cosler.

Cox Arboretum FoundationFund – 1990 ($255,391)supports the operationsand facilities of this 160-acre public garden that isenjoyed by nearly 125,000visitors each year.

Rayman A. & ElizabethA. Coy Fund – 2000($1,240,393) remembersthese two community leadersand benefits several socialservice, cultural and aviationorganizations. Co-foundersof Rack Processing Company,Rayman Coy and his wife,

Elizabeth Heinrich Coy,were charter members ofthe Aviation Hall of Fameand Big Brothers/Big Sisters.

Carol Fox Creager Fund –1997 ($17,617)

Francis Crosthwaite Fund– 1987 ($1,679,033) wascreated by a retired railroadworker. The fund benefitsvarious charitable organiza-tions, as suggested by anadvisory group. The donorhad a strong commitment todoing the best possible forthe community.

L. William Crotty FamilyFoundation Fund – 1996($226,601) assures fundingto nonprofit organizationsselected by the Crotty family,whose family establishedthe Van Dyne Crotty, Inc.,uniform company.

CTG Foundation Fund –1999 ($1,853)

The Dakota Center En-dowment Fund – 2000($540,749) established bythe Kettering family, furnishesannual operating revenueto this west Dayton com-munity center.

DALU/Dayton ChapterCLU & ChFC ScholarshipFund – 1998 ($906)

Benjamin G. Danis, III, Fund– 1997 ($180,797) benefitscharitable organizations asdirected by the donor. Hedecided that establishinga Foundation charitableaccount was the best way toaccomplish his charitablegoals.

David’s Church, Inc., TermEndowment Fund – 1999($19,049)

The Dayton Art InstituteSpecial Exhibition Endow-ment Fund – 1999($110,047) will make itpossible to bring world-class exhibitions to theMiami Valley for the enjoy-ment and education offuture generations.

Dayton Bar AssociationFoundation Fund – 1994($88,473) provides operatingrevenue to the Dayton BarAssociation Foundation forthe purposes of its mission.This includes fostering, pro-moting and maintaining thehonor and integrity of thelegal profession in Dayton.

Dayton Boys and GirlsClub Endowment Fund –1984 ($46,836) helps theBoys/Girls Club enhance thequality of life for Dayton-area youth and is dedicatedto the memory of GeorgeF. Anderson.

Joseph T. Cline

Don & Virginia Collett

Robert L. Corbin

The Dakota Center

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

22

Dayton Catholic Women’sFund Club – 1997 ($5,962)

Dayton Chapter/AmericanGuild of Organists Scholar-ship Fund – 1998 ($10,323)

Dayton Christian SchoolsEndowment Fund – 1991($71,179) generates financialaid for the pre-kindergartenthrough 12th-grade educationof youth at eight MiamiValley campuses.

Dayton Council on WorldAffairs Endowment Fund –1993 ($71,765) seeds theeducational efforts of thisglobally minded organizationthrough an incentive giftfrom a private foundation.

Dayton Cradle of CreativityFund – 1998 ($6,571)

The Dayton FoundationAdministrative EndowmentFund - 2000 ($81,223) pro-vides operational and capitalfunds so that the Foundationmay carry out its mission toadvance charitable givingand provide leadership tomeetchanging needs inour community.

Dayton Lesbian and GayCenter Fund – 2000($4,409)

Dayton & MontgomeryCounty Public LibraryFund – 1993 ($2,491)

Dayton Opera Association/Baritone Society Fund –1999 ($72,263) furnishesoperating revenue to sup-port the baritone role inDayton Opera Associationproductions.

Dayton Peoples Fund –1997 ($17,635)

Dayton Public Radio Fund– 2000 ($46,601) providessupport for the classicalmusic and fine arts program-ming broadcast on 88.1 FMand 89.9 FM throughoutDayton and the Miami Valley.Dayton Public Radio is “TheVoice of the Arts.”

Dayton Public SchoolsFund – “Education for aNew Generation” – 1992($622,487) provides sig-nificant long-term financialresources to accelerate andsustain continuous improve-ment toward fulfilling theschool district’s mission toguarantee all students 100percent success.

Dayton Rotary Club Foun-dation Endowment Fund –1988 ($407,499) supportsthe educational and charitableactivities of the Dayton RotaryClub Foundation, whichwas established in 1954.

Dayton Rotary ISUS Fund– 1999 ($81,026) furthersat-risk youth programsthrough Improved Solutionsfor Urban Systems, Inc. ISUSis a nonprofit organizationthat encourages youthdevelopment through jobtraining, personal andleadership developmentand community services.

Dayton Society of InteriorDesigners Fund – 1996($7,448)

Dayton Superior Corpora-tion Scholarship Fund –1998 ($18,320)

Dayton Visual Arts CenterFund – 2000

Dayton Women’s Fund –1999 ($3,558)

Dennis Deahr ScholarshipFund – 1999 ($4,174)

C. H. Dean & AssociatesFund – 1986 ($66,065) actsas a vehicle for charitablegiving for this local invest-ment firm. Chauncey Dean

advises the Foundation onthe use of the fund’s income.

Dr. Arthur J. and MaynoR. Denlinger Fund – 2000($26,263) will yield annualoperating revenue for TheBrethren’s Home in Greenvilleand the Woodland AltarsOutdoor Center in Peebles.Mayno Denlinger initiatedthis fund in loving memoryof her husband, a down-town Dayton dentist forover 35 years.

Jack A. DeVelbiss MemorialFund – 1988 ($231,216)pays tribute to the formerdean of fine and performingarts at Sinclair CommunityCollege. The fund was createdby Grace DeVelbiss and manyfriends and gives grants forarts and educational activities.

Divnick Foundation Fund– 1999 ($83,884) was es-tablished by Steve Divnick,a Dayton entrepreneur andinventor, to support civicand charitable endeavors inthe Dayton community.

Mary L. Dixon Fund –1948 ($169,866) fosters thecare of children with dis-abilities at Children’s Medi-cal Center. Mary Dixon wasthe last member of the Darstfamily, pioneers in thefounding of Dayton.

Domestic Abuse andViolence Institute ofDayton Fund (DAVID) –1999 ($4,804)

Downtown Dayton Renais-sance Fund – 1995 ($3,748)

Matt Dudon MemorialScholarship Fund – 1994($117,247) offers annualscholarships to college-bound Dayton-area soccerparticipants, in memory ofMatt Dudon, a former soc-cer player and soccer coach.

James T. and Clarita M.Duffin Fund – 1988

John Franklin Dunifer andCharlotte Dunifer TrustFund – 1984 ($52,647)apportions income to Memo-rial United Methodist Churchin West Carrollton and theMethodist Children’s Homein Worthington. In 1950,Charlotte Dunifer’s estatecreated the fund, which waslater transferred to theFoundation.

East Dayton HousingOpportunities Fund – 1999($9,255)

East End Community Ser-vices Fund – 1998 ($1,087)

Ada Eby Memorial Fund –1950 ($645,487) supportsprograms that educatepeople to avoid poverty andvice. The donor and her latehusband, David Eby, werefarmers of a 154-acre spreadin Madison Township beforetheir move to Oakwoodin 1937.

The Oscar K. EdelmanFund – 1988 ($31,949)shares its income with 10Dayton-area organizations.A member of the EugeneDebs Foundation and theSocialist Party, Oscar Edelmanchose to use the Foundationto help him make a lastingcontribution to his com-munity.

Kris Eilerman ScholarshipFund – 1987 ($3,421)

Eisert Family Fund – 2000($14,892)

Dayton Council on World Affairs

Dayton & Montgomery CountyPublic Library

Benjamin and Marian SchusterPerforming Arts Center

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

23

Michael Emrick ScholarshipFund – 1988 ($115,344)serves to remember thisfriend and helpmate ofWright State Universitystudents with disabilitiesby providing scholarshipsand related assistance.

Engineering & ScienceFoundation of DaytonFund – 1995 ($3,003,500)provides support for techni-cal educational programs.These encourage and enhanceopportunities for studentsin grade one through gradu-ate school to enter andprogress in careers in science,engineering and other tech-nical fields. Many programsare offered through theAffiliate Societies Council,a program of the fund.

Environmental EducationEndowment Fund – 1997($16,658)

Episcopal Churches forDayton, Ohio, Habitat forHumanity – 1998 startedby St. Andrew’s, St. George’s,St. Christopher’s, St. Mark’s,

St. Margaret’s, St. Paul’s andChrist Episcopal Churches,supports construction ofhomes for the Dayton, Ohio,Habitat for Humanity.

Ewers Family Fund – 1997($214)

Executive Women Interna-tional Scholarship Fund –1997 ($25,966) assistswomen in their pursuit ofan education by providingfunding for educationalneeds and other expenses notnormally covered by othergrants and scholarships.

Fairborn Rotary Commu-nity Foundation Fund –2000 ($57,324) will distrib-ute income, at the directionof the Fairborn Rotary Club,to support charitable andeducational programs.

Fairborn Senior CenterFund – 1998 ($1,646)

Fairview United MethodistHealth and Welfare Minis-tries Fund – 1990 ($16,697)

Fairwood Village Endow-ment Fund – 1989($305,065) providesenhanced living opportunitiesfor residents of a nonprofitsenior citizen facility locatedin Beavercreek. “A charitablegift is always a true expres-sion of love.”

Gretchen W. “Jinx” FenselFund – 1993 ($26,686)assures unrestricted supportfor the community’s arts andcivic organizations. JinxFensel, a wonderful womanwho was full of life and vigor,previously had a DaytonFoundation Depository fund,which she used to supporther favorite Dayton-area artsand civic organizations.

Barbara K. Fergus Fund –1993 ($95,146) an advisedfund, distributes funds tononprofit organizationsdesignated by the donor.

J. Howard and JosephineS. Fettro Fund – 1993($156,978) enhances oper-ating revenue to the FirstUnited Methodist Church ofHillsboro, Ohio. This fundwas established using a giftof appreciated securities.

Father Figaro ScholarshipFund – 1987 ($72,301)honors Father Egbert J.Figaro and defrays tuitioncosts for Montgomery

County minority studentswho choose to attendChaminade-Julienne HighSchool.

Henry T. “Ted” FinkMemorial Fund – 1998($14,825)

Firefighters MuseumEndowment Fund – 1992($1,564)

First Presbyterian Churchof West Carrollton Fund –1999 ($17,193)

Fort McKinley UnitedMethodist Church Endow-ment Fund – 1999 ($31,783)will assist in the continuedmaintenance of and improve-ments to this north Daytonchurch.

The Fraze Family Fund –1997 ($411,858) furtherscharitable activities andinstitutions as designated byMartha Fraze-Iams and hersons, Terry and Mark Fraze.

Ermal C. Fraze Fund –1989 ($143,127) honorsthe founder of Dayton Reli-able Tool and Manufactur-ing Co. and the inventor ofthe E-Z Open End Can. Thisfund is advised by membersof his family.

Fresh Air Farm SocietyTrust Fund–1926 ($98,147)dedicates its income to thewelfare of sick and needychildren living within theCity of Dayton. The FreshAir Farm Society, a youth

service organization, trans-ferred its remaining assetsto the Foundation when itdiscontinued operations.

Friends Health CareAssociation, Inc., Fund –1999 ($19,161)

Friends of Young LifeDayton Fund – 1999 ($372)

The Friendship Fund –2000 ($20,615)

Larry Fullerton Photojour-nalism Scholarship Fund –1987 ($70,014) providesfor scholarships to under-graduate students of photo-journalism at Ohio collegesand universities. Ruth M. andthe late Richard D. Fullertonestablished this fund inmemory of their son, aphotographer and managingeditor of the Journal-Newsin Hamilton, Ohio.

Richard D. Fullerton Fund– 1990 ($42,299) salutes a30-year veteran of WPAFBand author of 99 Years ofDayton Photographers. This

fund is designated for improv-ing Dayton-area neighbor-hoods and was establishedby his wife, Ruth Fullerton.

Fund for Children – 1988($116,595) enhances Mont-gomery County ChildrenServices Board’s ability to pro-tect children who are abused,neglected and dependent.

Fund for Higher Education– 1988 ($107,726) worksto increase the range andquality of collegiate programs.The fund was created byRobert S. Oelman, formerchair of NCR Corporation andan architect of the modernsystem of higher educationin the Greater Dayton area.

Fund for the Homeless –1987 ($251,935) providesfor grants to organizationsproviding shelter, food andother services to homelesspeople in Greater Dayton.Anonymous donors createdthe fund.

The Garden Club of DaytonEndowment Fund – 1996($20,362)

Episcopal Churches for Dayton,Ohio, Habitat for Humanity Father Egbert J. Figaro

Friends Care Center

The Garden Club of Dayton

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

24

Dr. and Mrs. John GenovesiFund – 2000 will meetchanging community needsin the Miami Valley regionby supporting its charitableorganizations and programs.John Genovesi has been anobstetrician/gynecologistin the Dayton area for over30 years.

Gene and Kathy GepfreyFamily Fund – 1998($21,490)

Gershow Family Fund –1985

DeWitt F. and Ruth N.Gerstle Fund – 1991($25,963) will provide forthe First Baptist Church ofDayton through the remain-der from a charitable giftannuity established by theGerstles.

The Thomas H. GillaughFund for Youth – 1996($62,511) contributes sup-port, as directed by the donor,to nonprofit organizationsand programs benefitingyouth. Thomas Gillaugh, afourth generation Daytonian,is a retired insurance profes-sional who has been veryactive on boards of organi-zations benefiting children.

Glennon Family Fund #1 –1986 ($56,995) assuresfunding to nonprofit organi-zations selected by the familyof Richard F. Glennon, Sr.,president of Riverain Invest-ment Co. and an emeritusmember of the Foundation’sGoverning Board.

Glennon Family Fund #2 –1987 ($548,607) is dedicatedto the needs of the poor inthe Dayton/Miami Valleyregion and was a responseto a challenge grant fromthe Ford Foundation.

GM/Frigidaire ScholarshipFund – 1996 ($1,809,744)provides scholarships toactive and retired Mont-gomery County GM Corp.employees, spouses anddependents who wish toattend specified accreditedinstitutions of higherlearning.

Goodwill Industries FutureFund – 1988 ($1,127,260)helps people with disabilitiesand other disadvantages

become more economicallyself-sufficient and indepen-dent through training andemployment opportunitiesoffered by Goodwill. Thisfund receives contributionsfrom the community through-out the year to supportGoodwill’s services andprograms.

Gorman-Hewitt-AyarsMemorial Fund of UnitedCerebral Palsy – 1990($2,293,740) provides forthe distribution of incomethroughout the Miami Valleyto individuals in need ofsupport aides, home modi-fication or other physicalsupport, after other publicfunds have been utilized.

Martha R. and Everett L.Gray Fund–1993 ($42,607)assists cultural and socialservice agencies in this com-munity. By creating this fund,Martha Gray rememberedher husband, Everett Gray,founder of Ward SteelService Co.

Graymarye Fund – 1999($846)

Greater Dayton Area Leagueof Women Voters EducationFund – 1996 ($11,365)

Greater Dayton IT AllianceScholarship Fund – 1999($137,025) encouragesadvanced education ininformation technology byawarding college scholar-ships to IT Alliance interns.Founded in 1997, the Alliancesupports job opportunitiesand improves the long-termcompetitive position of theregion’s computer industry.

Thomas H. Gillaugh

Martha R. & Everett L. Gray

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

“MAINTAINING A FAMILY TRADITION

OF SHARING WITH THE COMMUNITY ISCHALLENGING FOR PHILANTHROPISTS

WITH CHILDREN SCATTERED ACROSS

THE COUNTRY. AS PARENTS AGE, IT’S AGOOD IDEA FOR THEM TO SHARE THEIR

CHARITABLE INTENTIONS WITH THEIR

CHILDREN. I’M IN TOUCH WITH MY

PARENTS’ WISHES, SO I CAN CARRY OUT

THEIR CHARITABLE DREAMS AFTER THEIR

LIFETIMES. ALREADY I’M COMMUNICATING

THESE VALUES TO MY SON, WHO LIVES

OUT OF STATE, SO HE ALSO CAN CONTINUE

THE FAMILY’S LEGACY IN DAYTON.”

– JIM STAHLER

JOHN C. ANDMARJORIE L. STAHLERFAMILY FUND

Retired anesthesiolo-gist John C. Stahler, M.D.and his wife, Marjorie,established their familyfund through TheDayton Foundation tosupport the causes theycare most about. Bydesignating their son,Jim, as an advisor andtheir grandson, J.P., asa future advisor to thefund, they know theircharitable wishes willbe passed on throughtheir family long aftertheir lifetimes.

Healthy living is importantto Jim (left) and JohnStahler, shown here at theMiami Valley Golf Club,beside a walking bridge theclub built to recognize JohnStahler’s service to others.

Gorman-Hewitt-Ayars MemorialFund of United Cerebral Palsy

A.B. Graham MemorialCenter Fund – 1994($11,309)

The Edman and VirginiaGray Fund – 1999($25,146) has been estab-lished by Edman LowellGray and Virginia Van KirkGray for organizations thatserve youth.

252525

26

Greater Dayton MentalHealth Fund – 1989($389,901) aims to improvemental health care services inthe region through projectsof the Greater Dayton MentalHealth Foundation.

Greater Dayton PublicTelevision EndowmentFund – 1996 ($308,022)generates unrestricted oper-ating revenue to assist withprogramming activities.

Greene County CareerCenter Adult EducationScholarship EndowmentFund – 1997 ($103,942)provides scholarships toadult students enrolled infull-time training programsat the Greene CountyCareer Center.

Greene County PublicLibrary Endowment Fund –1997 ($4,158)

Greene FoundationEndowment Fund – 1996

John and Anne GreeneFund – 1996 ($121,762)benefits various charitableorganizations. John Greene,a philanthropist and partnerof a brokerage firm in Day-ton, died in 1997. AnneGreene has served on a vari-ety of boards and helpedraise funds for several chari-table organizations.

Mr. & Mrs. John B. GreeneFund – 1988 ($136,717)provides unrestricted incometo meet changing communityneeds and was created inresponse to a challenge grantfrom the Ford Foundation.Anne Greene is an emeritusmember of the Foundation’sGoverning Board. The lateJohn Greene was a partnerin the brokerage firm ofCowen & Co.

Joan and Arthur GreenfieldFamily Fund – 1997

Mary Kathryn and ErnestL. “Hap” Grieshop Fund –1999 ($139,398) willaward tuition assistancegrants to students enrolledat Chaminade-JulienneCatholic High School. Pref-erence will be given to grad-uates of an urban Catholicfeeder school for Chaminade-Julienne. The fund was estab-lished to honor Ernest L. andMary Kathryn Grieshop,parents who believed in agood education.

Sister Damienne Grismer,SND Scholarship Fund –2000 ($30,000) will awardscholarships to Chaminade-Julienne High School gradu-ates to further their studiesat an accredited college oruniversity. The CardinalFoundation establishedthis fund in honor of SisterGrismer, a graduate ofChaminade-Julienne and ateacher since 1975. She hasbeen hailed as a model oftolerance and sincerity.

Mary E. Gundersen En-dowment Fund – 1994($814,061) improves thecommunity by providingdiscretionary funds to theFoundation’s GoverningBoard. Mary E. Gundersenwas the first employee ofHuffy Corp., where sheworked for 49 years.

Dayton, Ohio, Habitat forHumanity Fund – 1997($34,476) started with aninitial gift from Charles V.and Ann Simms, furthersthe mission of Habitat forHumanity, creating a way forlow-income citizens to gainaccess to home ownership.

William H. and Grace H.Hagenbuch Fund – 1999($15,622)

The Clark J. Haines MusicalScholarship Fund – 1996($31,426) provides financialassistance to bright youngboys and girls, grades K-12,in Montgomery and sur-rounding counties, for band,orchestral and vocal instruc-tion. The fund remembersClark J. Haines, who dedi-cated his life to enrichingthe lives of others throughmusic education.

Larry Harmon MemorialScholarship Fund – 2000($7,766)

Robert and Helen HarmonyFund for Needy Children –1993 ($1,087,873) givesdisadvantaged Miami Valleyyoung people the chance to

attend camp. Robert andHelen Harmony earned theirliving as production workersand wanted children to haveopportunities they didn’thave growing up.

Nick and Jane Harris Fund– 1986 ($20,879)

Lester L. Haubach Fundfor the Dayton Area Chapterof the American Red CrossEmergency Food Bank –1989 ($141,765) aids ongo-ing programs of emergencyfood assistance to individualsand families in Montgomery,Greene and Preble Counties.

Herschel K. Headley Fund– 1986 is set up to providefinancial assistance to theBoy Scouts and the YMCA.Herschel Headley is a formerexecutive of the FrigidaireDivision of General Motorsand the National Allianceof Business

Healthy CommunitiesFund – 1998 ($374)

Help Scholarship Fund –1996 ($6,571)

Dorothy M. Herbst Fund –1995 ($93,231) disbursesincome to further the dra-matic and theatrical arts inDayton. Dorothy Herbst, ateacher of English, humani-ties and drama for 40 yearsat Fairview High School,was the first participant inthe Greater Dayton PooledIncome Fund.

Isabel Herbst Fund – 1995($98,543) designates itsincome to further the art ofmusic, particularly piano, inDayton and honors IsabelHerbst, who taught pianofor many years.

Donald J. and Joan K.Herman Fund – 1986($74,809) benefits organi-zations suggested by thedonors.

Viva Herriman Fund – 1986($92,308) honors this formerGrafton Avenue resident,who operated an interiordecorating shop in down-town Dayton. This is anadvised fund.

James M. Hewitt ChildWelfare Fund – 1989($956,829) provides for thewelfare of children in theDayton area. James M. Hewitt(1886-1963) was the formerpresident of Hewitt Soap Co.He made provisions for thefund in a trust that paid lifeincome to his wife, GladysD. Hewitt (1899-1989).

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Greater Dayton PublicTelevision

Anne Greene Robert & Helen Harmony

Gladys D. Hewitt

27

James M. Hewitt Fund forthe Blind–1989 ($372,841)devotes income to improvingthe welfare of blind citizensprimarily in MontgomeryCounty, and perpetuates thephilanthropy of formerDaytonian James Hewitt.

Dan L. Hickey MemorialScholarship Fund – 1998($14,760)

Daniel & Dorsie HodappFamily Scholarship Fund –1995 ($101,572) assistsCenterville High Schoolgraduating seniors wishing toattend Sinclair CommunityCollege.

Winston H. HoehnerScholarship Fund – 1997($17,598)

Charles E. Hoffman Fund –1987 ($993,967) was createdby this retired naval com-mander to support a varietyof cultural and educationalactivities to improve the

quality of life in the Daytonarea. Charles Hoffman isremembered as a teacherof life and a Christiangentleman.

Charles E. Hoffman MusicFund – 1987 ($109,967)provides income to supportprofessional band concertsfor school children in theDayton area.

J. Edward and Jennie B.Hoffman Fund – 1985($319,070) provides continu-ing support to philanthropicactivities that J. Edward andJennie Hoffman and their sonCharles found especiallyeffective in serving humanneeds and improving thequality of life in the Daytonarea.

Henry H. HollencampFoundation – 1997($188,890) designatesfunding support to CatholicSocial Services, Daybreak,Inc., St. Vincent de PaulSociety and Womanlineof Dayton for unrestrictedoperating needs.

Cecilia Hollis MemorialScholarship Fund – 1995($771,981) awards scholar-ships that provide technicaleducation opportunities forGreater Dayton area students,including children of currentVenture Manufacturing Co.employees. Russell E. Hollis,

president and founder of thecompany, created the fundin memory of his wife.

Jean K. Hollister MeritScholarship Fund – 1990($26,454) is in memory ofthis physician, who was killedin a Lifeflight helicopteraccident. This fund wasestablished to provide schol-arships, based on merit, totalented students who wishto attend The Miami ValleySchool, her alma mater.

Holy Angels Parish Fund –1995 ($129,871) promotesdeferred and planned giftsfor Dayton’s Church of theHoly Angels and its school.The initial gift came fromMarianna H. Struck.

Holy Angels School Fund –1996 ($13,017)

Al H. and Olive I. HomanFund – 1998 ($80,793)provides scholarships tostudents of Fenwick HighSchool in Middletown and

to improve the quality oflife in the Greater MiamiValley area.

Homeless Healthcare ClinicFund – 1998 ($8,278)

Hope Foundation Fund –2000 ($7,032)

Huber Heights EducationalFoundation Fund Trust –1995 ($13,004)

Jane B. and Horace M.Huffman, Jr., Trees for theRivers Endowment Fund –1992 ($133,394) gives itsincome to the Five RiversMetroParks to promote treeplanting in the county, withspecial emphasis on the RiverCorridor. Horace Huffman,Jr., was the retired chair ofHuffy Corp.

Humane Society of GreaterDayton Fund – 1996($384,786) is set up to pro-vide annual unrestrictedoperating revenue for theHumane Society of GreaterDayton by serving as a con-duit through which indi-viduals can direct gifts tosupport a variety of servicesfor animal welfare.

Harry H. and Hilda M.Imboden Fund – 1995($50,613) provides fundingto be used for the unrestrictedpurposes of the Foundation.Harry Imboden was thedirector of the DowntownDayton Association until1985; Hilda Imboden wasactive in downtown Daytonactivities, especially theHoliday Festival.

Mr. and Mrs. Don R. IrelandFund – 1985 ($46,991)sustains charities of interestto members of the Irelandfamily and was created bythis local businessman andhis wife.

Jennie A. Irie ScholarshipFund – 1993 ($46,745)provides college scholar-ships to members of 4-Hand Oakland PresbyterianChurch, Springfield. Bornin 1893, Jennie Irie was amember of the first 4-HClub in America. She estab-lished this fund on the eveof her 101st birthday.

Anna E. James Fund –1984 ($79,700) apportionsincome to the Cross PointChurch and the First BaptistChurch of Centerville.Originally established by willin 1934, this fund was latertransferred to the Foundation.Anna James was born in1861. She moved to Center-ville from Urbana and residedat the Widows Home from1913 to 1933.

Dr. Frank E. James Fund –2000 ($15,529)

James Investment Re-search, Inc., Fund – 2000($51,632) was created bythis investment manage-ment company in Alpha andwill guarantee income forthe company’s designatedcharities.

Oliver and Marie JohnsonFund – 1987 ($106,718)supports a number of chari-table organizations. Thisfund was established byMarie Johnson in memoryof her husband, an Ameri-can history teacher formany years in the OakwoodPublic Schools.

Junior Achievement Fund –1979 ($6,914)

Junior League of DaytonEndowment Fund – 1987($91,384) sustains the gen-eral charitable activities ofthe League, including thepromotion of volunteerism.

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Winston H. Hoehner

Humane Society of GreaterDayton

Cecilia Hollis

Junior Achievement

28

John P. Kalaman MemorialScholarship Fund – 1998($77,392) was institutedby the family and friends ofJohn P. Kalaman, a devotedCenterville police officer,who died tragically in the lineof duty in 1998. The fundawards scholarships toCenterville or WashingtonTownship graduates consid-ering a career in criminaljustice, or to Centervillepolice employees/retireesor their immediate familymembers, to further theiracademic studies.

William and Sonnie KaschFund – 2000 ($155,344) willprovide charitable supportto nonprofit organizations,as designated by the donors.William Kasch, presidentof Everybody’s WorkplaceSolutions, and his wife,Sonnie, are longtime vol-unteers in the Daytoncommunity.

Howard C. and MarieS. Kelly Fund – 1994($37,536) yields annualoperating dollars for AntiochUniversity, Otterbein Homeand The Dayton Foundation.The fund was establishedfollowing Howard Kelly’sdeath and uses remaindersfrom several life income gifts.

Myron S. and Bernice L.Kem Family Fund – 1999($174,208) honors thememory of the donors, Myronand Bernice Kem, by pro-viding financial assistanceto Ashland University andother deserving nonprofitorganizations.

Carl B. Kern Fund – 1987($88,609) promotes thebenefits of summer campby paying tribute to the lifeand work of former DaytonYMCA Boys’ Work Secretary,“C.B.” Kern, a Germantownnative who established CampKern (originally CampOzone) at Fort Ancient in1910. Scholarships from thisfund provide summer campopportunities for MiamiValley youth each year. Thefund was created by StuartT. Weinberg, M.D.

Virginia W. Kettering DaytonHoliday Festival Fund –1989 ($446,581) promotescultural activities carried outin connection with holidaycelebrations in downtownDayton. Virginia Kettering,a prominent businesswomanand philanthropist, foundedthe Dayton Holiday Festivalin 1971. Representatives ofThe Junior League of Daytonhelp to advise the Foundationon specific uses of the fund’sincome.

Virginia W. Kettering Fund– 2000 ($4,476,004) wasestablished by Virginia W.Kettering, one of the MiamiValley’s foremost philanthro-pists, to further the publicgood. Along with her latehusband, Eugene, Mrs.Kettering founded theKettering Medical Centerand was instrumental inthe construction of the U.S.Air Force Museum, as well asthe renovation and expansionof several prominent Daytonperforming and fine artsfacilities.

Kettering EducationFoundation EndowmentFund – 1999 ($20,483)

Budagail “Budsy” SimmsKirchman Fund for St.Gabriel’s Episcopal Church– 1999 ($6,881)

Robert H. and Enis N.Kissinger Fund – 1995($695,419) enables theGoverning Board to makediscretionary grants wherethe community most needsthem. Their fund preservesthis couple’s wishes, con-veyed to the Foundationthrough a letter written in1987. They wrote, “...weknow changes will continue[in Dayton] long after weare gone. We therefore wishto leave you a free hand inusing the income...whereit can do the most good.The health and happiness offuture Daytonians is a goalworthy of all our best efforts.”

Robert E. and Gwen KlineScholarship Fund – 1992($276,338) encouragesneedy Montgomery Countyhigh school seniors whoaspire to attend accreditedinstitutions of higher learningwithin Ohio. For 51 years,Robert Kline’s music inspiredhigh school graduates, whenhe played the Deeds Carillonand NCR auditorium’s organfor commencement exercises.

Kohnle Family Fund –1992 ($31,795) providesunrestricted funds for localcharitable causes and wascreated as a response to achallenge grant from theFord Foundation. John E.Kohnle established this fundin memory of his parents,Edward L. and Esther B.Kohnle.

Linda F. and Dr. SamuelN. Kramer ScholarshipFund – 1997 ($6,331)

Mr. and Mrs. Fred J. KrogerFund – 1985 ($80,772)assists charities of interestto these community leadersand was created by this localbusinessman and his wife.

The Kuntz Foundation Fund– 1987 ($27,834) providesgrants to charities and wasfounded as a response to achallenge grant from theFord Foundation. The Kuntzfamily founded a predeces-sor of PK Lumber Co. inthe late 1870s.

Lambert Family Fund –1999 carries out the chari-table wishes of two Daytonresidents, William B. andEvelyn K. Lambert.

Patricia A. and DarrellA. Landis Fund – 1994($35,973) contributes assetsfor the housing of mentalhealth or chemically depen-dent clients of Eastway Corp.,

a worthy cause supportedby the retired chairman ofGuild & Landis InsuranceCo. and his wife.

Mr. and Mrs. GeorgeF. Lawton Fund – 1987($43,106) makes annualdistributions to eight orga-nizations, as designated byits founders.

The Learning Tree FarmEndowment Fund – 1986($6,846)

Angela Lehar MemorialScholarship Fund – 1988($10,464)

Linden Avenue BaptistChurch Endowment Fund– 1990 ($58,581) assiststhis East Dayton churchin its general activities forparishioners and the sur-rounding neighborhood.

Little Miami, Inc., Fund –1998 ($69,174) providesunrestricted operating in-come for Little Miami, Inc.,to preserve and protect the

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

John P. Kalaman

Camp Kern

Robert E. Kline

Darrell A. & Patricia A. Landis

29

Little Miami Scenic River asa natural resource for presentand future generations.

Ray Loughman Fund –1989 ($760,134) makesunrestricted grants to thecommunity. Ray Loughmanwas a Dayton native, WorldWar II veteran and retiree ofNCR Corporation, wherehe worked for 44 years.

Love Yourself/Love YourChildren Fund – 1990($270)

Lumby Family Fund –1999 ($234,091) was estab-lished through a bequest byMargaretta Lumby to provideunrestricted revenue for theDayton Area Chapter of theAmerican Red Cross.

Paula J. MacIlwaine Award:Making a Difference forWomen Fund – 1990makes an annual award toan individual or organizationdemonstrating unusual fore-sight or creativity in improv-ing the quality of lives throughself-sufficiency for womenin the Greater Dayton area.Paula J. MacIlwaine, a Mont-gomery County commis-sioner from 1976-1991 andmember of the Foundation'sGoverning Board, has beencredited with many innova-tive ideas helping citizensthroughout the region.

Maher Family CharitableFund – 1999 ($539,701)reflects the family’s interestin preserving education andhuman services. ThomasE. Maher, Sr., founder ofManpower of Dayton, Inc.,established the fund shortlybefore his death in 1999.

Manchester Family Fund –1998 ($7,044)

Mary L. Marshall Fund –1989

The Mary ScholarshipFund – 1998 ($189)

Mauch Family Fund – 1997

Ernest Orman MaxwellFund – 1984 ($48,352)provides income for ZionLutheran Church in MiamiTownship. The fund, origi-nally created in 1954 by theMaxwells, was later trans-ferred to the Foundation.Ernest and Etta LouiseMaxwell for years farmed138 acres in SugarcreekTownship.

Kenneth F. May FamilyFund – 1988 ($66,145)provides for the distributionof grants to public charities.

J. Scott McKee MemorialFund – 2000 ($1,088)

Thomas A. and CharlotteMcGlaughlin Fund – 1991($1,516,779) establishedthrough a bequest, distributesincome for health-relatedactivities and the care ofthe homeless and needy.

MCMSA Endowment Fund– 1996 ($167,987) estab-lished by the MontgomeryCounty Medical SocietyAuxiliary Foundation, givesscholarships to MontgomeryCounty students who areenrolled in accredited health-related career programs,and provides funding foreducational and charitablehealth care projects in thecommunity.

Mr. and Mrs. Charles R.McNamee Fund – 1984($8,565)

George Houck MeadEducation Fund – 1997($20,280)

Nelson Mead Family Fundfor Education – 1988($49,959) makes grants atthe discretion of the Foun-dation for the improvementand enhancement of pre-collegiate education inGreater Dayton. The fundwas initiated by the NelsonMead Family Foundation inresponse to a challenge grantfrom the Ford Foundation.

Janet E. and David L.Meeker Fund – 2000($266,455) will serve as avehicle to support charitiesof interest to David L. Meekerand as a memorial to hiswife, Janet.

Melzoni Memorial Founda-tion Fund – 1994 ($70,830)honors five Melzoni familymembers, who servedchurches within the GreaterDayton area. The fund willsponsor evangelical institutes,as well as scholarships andmissionary evangelisticefforts.

Memorial United MethodistChurch of West CarrolltonFund – 1993 ($198,543)generates operating revenuefor the church. The estate ofGrace E. Miltenberger madethis fund possible.

Mercurio Educational Fund– 1995 ($12,063)

Thelma and Bill MeyerFund – 1996 ($4,814)

Miami Valley Career Tech-nology Center Fund – 1991($323,661) helps to improvethe quality of education forhigh school and adult stu-dents through activities suchas student financial assis-tance, scholarships, studentand teacher exchange pro-grams and professionaldevelopment for staff.

Miami Valley CatholicEducation Council – AnneM. and Victor J. Cassano,Sr., Student FinancialAssistance Fund – 1996($143,155) preservesCatholic education in theMiami Valley by awardingtuition assistance to childrenattending Catholic schoolsand who need financial help.

Miami Valley Catholic Edu-cation Council – James D.Cooper Student FinancialAssistance Fund – 2000($67,201) will assist familiesseeking to provide theirchildren with a Catholicelementary-school education

in Dayton. A lifelong residentof Dayton, Dr. Cooper isa retired dentist, whosepractice was in Fairborn.He is deeply committed toencouraging education.

Miami Valley CatholicEducation Fund – 1989($255,594) provides finan-cial support for systemwide(cooperative) efforts in mar-keting, teacher recognitionand inter-school communi-cation and resource sharingfor Catholic elementary andsecondary schools in theMiami Valley. It was initiatedby members of the MiamiValley Catholic EducationCouncil.

Miami Valley Council forNative Americans – 1997($2,700)

Miami Valley Firefighters/EMS Memorial Fund –1996 ($17,559)

Miami Valley HospitalScholarship Fund – 1994($319,510) provides annualunrestricted operating rev-enue for the Dayton-Mont-gomery County ScholarshipProgram.

Miami Valley LiteracyCouncil Fund – 1999($23,311)

Miami Valley Military AffairsAssociation Fund – 1998($6,594)

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Manchester Family

C. William Mercurio

Miami Valley Career TechnologyCenter

30

Montgomery County His-torical Society Fund – 1997($25,615) helps the Histori-cal Society in its mission tocollect and preserve the his-tory of the Greater Daytonarea and interpret that his-tory to the general public.

Donna B. Moon Fund forOvarian Cancer Screening– 1994 ($8,125)

Moraine Rotary ClubFoundation Fund – 1999($43,941) furthers thecharitable and educationalefforts of the club’s member-ship by encouraging deferredand planned giving.

Mu Phi Epsilon ScholarshipFund in Memory of EllenJane Lorenz Porter – 1999($12,739)

Raymond J. and RuthOsterfeld Munger FamilyFund – 1988 ($3,387)

Ann Marie Murphy Memo-rial Fund – 1997 ($3,271)

The Muse Machine Fund –1993 ($588,386) providessupport for The MuseMachine’s activities andevents. Supporting fundsinclude Suzy and PinoBassani Endowment Fund,Sara Exley Creative Educa-tion Fund, Jack and PeggyLaughter ContinuingEducation Fund, CarrieVanderbeek MemorialScholarship Fund, Sharonand Douglas Scholz Fund,and Sara Exley MemorialFund.

Neeld Fund – 1997($55,011) was created byEleanor A. and Thomas R.Neeld. The family operatesthe Neeld Funeral Home inXenia. Their fund reflectstheir interest in church andcommunity.

Neff Family Fund – 1986($30,589) pairs Robert S.Neff, who is chair and CEO

Miami Valley RC&D Coun-cil Fund – 1999 ($60,574)was established by the MiamiValley RC&D Council. Itencourages economic andenvironmental growth byproviding funds to assistMiami Valley communitieswith projects related to natu-ral resource conservation,rural sustainability, commu-nity improvement andenvironmental education.

Miamisburg Rotary ClubCharitable Fund – 1997($92,509) distributes in-come, at the direction of theMiamisburg Rotary Club,to support its charitableactivities.

Miamisburg Schools Edu-cation Foundation Fund –1997 ($393,237) respondsto the educational needsof Miamisburg students byawarding educational schol-arships and supplementingschool programs. The Edu-cation Foundation includesseveral sub-funds, such asthe Hieronymus Scholarship,which assists students enter-ing the field of education.

Miamisburg Youth CenterFund – 1998 ($15,132)

John and Charlotte MichaelFamily Memorial Scholar-ship Fund – 1995 ($3,533)

Daniel W. and Martha J.Mikesell Fund – 1985($281,300) bolsters vocalmusic activities for youth bydistributing income to theDayton Boys’ Choir. MaryMikesell Mapp establishedthis fund as a memorial toher parents. Daniel Mikesell,founder of the Mike-Sell’sPotato Chip Co., was anavid singer and choirmaster.

Miller Valentine ScholarshipFund – 2000 ($36,798) willassist students in furtheringtheir post-secondary educa-tion at an accredited univer-sity. First priority is to awardscholarships to childrenor stepchildren of currentemployees of Miller ValentinePartners, Ltd.

Milton-Union EducationFoundation Fund – 1995($52,938) promotes theprograms, activities andfacilities of the Milton-UnionExempted Village Schools,Miami County.

Montgomery County Asso-ciation of Police Chiefs, Inc.,Scholarship Fund – 2001($5,691)

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Miller Valentine Group

Ann Marie Murphy

Montgomery County HistoricalSociety

“LORI AND I HAVE SOFT HEARTS WHEN

IT COMES TO ANIMALS, ESPECIALLY DOGS.OUR GOAL IS TO SUPPORT ORGANIZA-TIONS THAT RESCUE DOGS, OR GROUPS

THAT TRAIN ANIMALS TO ASSIST PEOPLE

WITH DISABILITIES SUCH AS BLINDNESS,CEREBRAL PALSY OR MULTIPLE SCLEROSIS.ALREADY OUR FRIENDS’ CHILDREN

UNDERSTAND THAT DOGS, AND THEIR

UNCONDITIONAL LOVE, MAKE ALL OUR

LIVES BETTER. THAT’S WHY WE INVOLVED

THEM IN THE FUND. IT’S THE BEST WAY

FOR US TO INSPIRE A SPIRIT OF GIVING

IN A NEW GENERATION.”

– COLIN GATLAND

COLIN & LORIGATLAND FAMILYFUND

Vandalia residents,Colin and Lori Gatland,established their fundin 2000 to supportcharitable andeducational activitiesthat benefit animals,which in turn benefitpeople. Since they didn’thave children of theirown, they will look tothe children of theirgood friends to helpcarry on this missionafter their lifetimes andperpetuate the valueof philanthropy.

From left: Colin Gatland,Lauren Pond, Lori Gatlandand Taylor Pond with theGatlands' dogs Luke,Sandy and Wilbur.

313131

32

© A

nd

y Sn

ow

of Neff/Courier Group,Inc., and a member of theFoundation’s GoverningBoard, and his children Jane,John and Robert D., to advisethe fund. The creation of thisfund brings a third generationof family members into part-nership with the Foundation.

Helen Heim Nichols Fund– 1997 ($11,862)

Carolyn and MichaelNickerson Fund – 1999($9,357)

Miguel Nieto FamilyEndowment Fund – 1992($79,636) supports chari-table purposes of the Nietofamily, including assistingthe Wright State UniversitySchool of Medicine’s coop-erative agreement withBenito Juarez UniversityMedical School in Oaxaca,Mexico, and the medicalprogram at this Mexicanuniversity.

Ronald and SandraNischwitz Family Fund –1997 ($161,514) reflects theleadership of the Nischwitzfamily in the community.Ronald Nischwitz also hasbeen involved with charitieslike Ohio Business Week foryoung people.

Leon Norman and MildredMiriam Nizny MemorialFund – 1997 ($37,998)supports radio program-ming for sight- and hearing-impaired persons, musicprogramming for youngpeople and programs forthe Jewish community. Thisfund was established by Dr.Melvin Nizny, Martin Niznyand David Niles in memoryof their mother, MildredM. Nizny.

Isabel and Hugh NoonanFund – 1996 disburses an-nual unrestricted operatingrevenue to Covenant Housein New York City for the careand sheltering of runawaychildren, and serves as amemorial to Isabel FlorenceSachs Noonan.

Northmont EducationFoundation Fund – 1985($340,242) provides fund-ing to students, faculty andemployees of the NorthmontCity Schools for the creationof, or participation in, enrich-ment programs not availablethrough other means.

Northmont Rotary ClubCharitable Trust Fund –2000 ($17,096)

Oakwood Historical SocietyFund – 2000 ($40,893) willhelp build a strong financialbase for future programs andsupport facility operationsby generating unrestrictedoperating revenue.

The Oakwood Parks andGarden Fund – 1979($64,389) provides anendowment, established bythe City of Oakwood withRobert S. Oelman in honorof his late brother WalterOelman, a former mayor,to benefit municipal parksand gardens in Oakwood.

Victoria J. and J. MichaelO’Brien Fund – 1999($21,752)

Ohio Humanities CouncilEndowment Fund – 1996($11,266)

Ohio Preservation AllianceFund – 1995 ($9,374)

The Opera Guild of DaytonFund – 2000 ($120,634)will provide annual, unre-stricted operating revenuefor the Guild’s programs,including the Children’sTraveling Opera, the Mari-onettes and other educa-tional programs.

The Opera Guild of Dayton-Remembrance ScholarshipFund – 2000 ($15,277)

Optimist Club of Dayton-Northridge Fund – 1998($75,497) benefits youthactivities of charitable orga-nizations in the Northridgearea of Montgomery County.Special emphasis is placed onpost-secondary educationalsupport of Northridge youth.

The Other Place EndowmentFund – 1997 ($4,978)

Colleen O’Toole MemorialScholarship Fund – 1997($16,370)

Robert O’Toole MemorialScholarship Fund – 1998($12,950)

Henry F. Otto Fund – 1996($169,243) was createdfrom Henry Otto’s estate,creating a charitable legacyto his career as an invest-ment professional.

Our Lady of Mercy SchoolFund – 1999 ($606)

W. W. Owen MemorialFund – 1990 ($55,960)perpetuates the memory ofWilliam Wendel Owen, aCity Transit Co. executive.W. W. Owen’s charitableinterests in youth, publictransportation and localhistory are considered bythe fund’s advisors whenmaking distributions.

PALS for Life EndowmentFund – 2001 ($139,236)will help provide counselingservices for breast cancerpatients and breast exami-

nations for women in needthrough PALS for Life, Inc.,Breast Cancer Support Group.

Parents Advancing Choicein Education (PACE) Fund– 1998 provides scholarshipassistance for children ingrades K-12 at parochial,private or public educationalinstitutions. PACE was cre-ated to give parents withlimited financial resourcesa choice in the type of edu-cation they provide fortheir children.

Ted Parker (TheodorePhifer Parker) ScholarshipFund – 1996 ($21,937)

The Partnership For Youth,Inc., Fund – 1998 ($42,211)provides unrestricted oper-ating income for this guid-ance training and supportagency for at-risk youth.

Passion for Potential Fund– 2000 ($9,247)

Robert Patterson MemorialFund – 1995 ($61,462)establishes an unrestrictedfund to honor one of thethree founding contributorsto the Foundation, throughcontributions from his sonand daughter-in-law, WilliamP. and Suzanne W. Patterson.

Meta E. Pavlik CharitableFund – 1992 ($454,785)supports the many chari-table interests of its origina-tor. The trust was originallyestablished in 1975 and latertransferred to the Foundationby its advisors.

Betsy Pence MemorialScholarship Fund – 1997($15,875)

Mae Peroni Fund – 1998($450,069) perpetuates thememory of its founder, MaePeroni, a devoted SeventhDay Adventist, to benefitstudents attending SeventhDay Adventist schools, from

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Carolyn & Michael Nickerson

Mae Peroni

PALS for Life, Inc.

33

elementary through highschool in Ohio and in collegesthroughout the United States.

PFLAG Scholarship Fund –2000 ($10,704)

Jesse Philips Fund – 1987($306,936) provides unre-stricted dollars to benefitthe community and helpedto match a challenge grantfrom the Ford Foundation.Jesse Philips was founderand retired chair of PhilipsIndustries and a formerFoundation GoverningBoard chair.

Jesse Philips Opera Fund –1987 ($434,950) endowsand helps ensure the pro-duction and promotionof musical and theatricalperformances of opera inDayton.

Caryl Philips DaytonMuseum of Natural HistoryFund – 2001 ($893,789)designates unrestrictedoperating revenue for theDayton Society of NaturalHistory. Caryl D. Philips is aformer president and capitalcampaign chairwoman ofthe Dayton Museum ofNatural History and a cur-rent Dayton FoundationGoverning Board member.

Caryl Philips HumaneSociety of Greater DaytonFund – 2001 ($446,878)was established by Caryl D.Philips, Dayton FoundationGoverning Board member

and past president of theHumane Society of GreaterDayton, to provide unre-stricted operating revenuefor the Society.

Piqua Education FoundationEndowment Fund – 1999

Planned Parenthood Foun-dation Endowment Fund –1989 ($737,003) helpsprovide medical and edu-cational services for familyplanning and reproductivehealth.

Poelstra Family Fund –1999 ($31,283) providesfinancial assistance to non-profit organizations sug-gested by the donors.

Mark & Nancy PoeschlFund – 2000 ($32,016)will perpetuate the donors’charitable interest in localorganizations. Mark Poeschlis vice president of Akey,Inc., and his wife, Nancy,is a student.

Ponitz Family Fund –1998 ($112,306) furtherscharitable activities and

institutions, as designatedby the donors. David Ponitz,president emeritus of SinclairCommunity College, andhis wife, Doris, are knownfor their community in-volvement and interest inthe arts, education andhuman services.

Ellen Jane Lorenz PorterFund – 1990 ($144,189)uses assets to meet thechanging needs of GreaterDayton. Ellen Jane LorenzPorter was a composer andan expert in the fields ofhandbells and hymnology.The fund provides a memo-rial to her life.

Dean B. Powell ScholarshipFund – 2001 ($369,985)was established through abequest to perpetuate thedonor’s wish to award collegescholarships to high schoolgraduates. Dean B. Powellwas a third-generationfarmer and a 32nd degreeMason and life memberof the Scottish Rite Valleyof Toledo.

James R. and Tinka K. PowellFund – 1999 ($140,395)will provide grants to chari-table organizations of interestto the donors, James Powell,CEO and chairman of LibertySavings Bank, and his wife,Tinka.

Prevent Blindness OhioFund – 2001 ($8,438)

Harry S. Price, Jr., FamilyFund – 1985 ($196,360)enhances various nonprofitefforts and was begun by ad-visors Harry and Janet Price.

Chief Paul J. Price Scholar-ship Fund – 1994 ($99,857)recognizes Chief Price andthe steady succession ofpromotions that took thisDayton police officer frompatrolman in 1935 to chiefof police in 1955. The fundwas established by ChiefPrice’s widow, Persha L. Price,to provide scholarships toactive-duty Dayton policeofficers taking continuingeducation courses.

Thelma Fordham PruettFund – 1995 ($176,750)supports secondary andpost-secondary education, aswell as other local projects,while honoring this lifelongDaytonian and generousbenefactor.

George B. Quatman Scholar-ship for the Department ofElectrical Engineering Fund– 2001 ($191,338) willprovide scholarships forthe Department of ElectricalEngineering at the Universityof Dayton.

Kenneth Quinter FamilyFund – 1999 ($372,842)will carry on the donor’sbelief in education and theperforming arts by providingscholarships to graduates ofColdwater High School andfunds for Catholic, artisticand cultural education pro-grams. Kenneth Quinteris the president and ownerof TE-CO, a tooling manu-facturer in Union.

The Rankin Family Fund –2001 ($125,866) will ben-efit charitable organizationsas suggested by the donors.Robert E. Rankin is a dentist

and his wife, Anita, is thefounder of the DaytonCatholic Women’s ClubFund.

Dr. and Mrs. Robert E.Rankin Fund–1992 ($2,935)

Reach Out of MontgomeryCounty Fund – 2000

Bob Reardon MemorialScholarship Fund – 1999

Joseph L. and Helen S. ReassFund – 1988 ($1,220,644)provides income to MaryHelp of Christians Churchand St. Vincent Hotel and forthe care of dogs, primarilyfor those in Fairborn. TheReasses were natives ofWheeling, West Virginia, andresidents of Fairborn. JosephReass was a colonel at WPAFBand a former semipro base-ball player. Helen Reasswas a schoolteacher.

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Nancy & Mark Poeschl

Ellen Jane Lorenz Porter

Joseph L. Reass

34

Frank and Helen ReiboldMemorial Trust – 1982($126,177) enhances sixDayton-area charitableorganizations, as designatedby the part-owners of theReibold building.

The Frederick and LouisN. Reibold Fund – 1982($176,340) attends to thecare of aged and needy resi-dents of the city of Dayton.Concert singer MargaretReibold Craig-McKerrowcreated this to honor herfather and uncle, who helpeddevelop 19th-century Daytonthrough their hotel, realestate and banking interests.

John R. and Carole E. RemickFund – 1985 ($253,332)provides gifts to nonprofitorganizations suggested bythe fund’s advisors. Thisfund was established with agift of real estate from thechair of J.R. Remick Co.

Ruth Reutinger Fund – 1991

Rike Family Fund – 1979($1,260,564) represents theresidual of the Rike Family

Foundation. It was initiatedby David L. Rike, who wasa department store owner/executive and a formerchair of the Foundation’sGoverning Board.

Rike Family ScholarshipFund – 1987 ($180,491)distributes income to privateschools in the Dayton areafor kindergarten througheighth-grade scholarships.This fund incorporates anendowment fund contrib-uted to by the Rike FamilyFoundation and other re-maining assets of the CenterCity School, which operatedduring the 1970s at ChristEpiscopal Church.

Riverdale Optimist Club ofDayton, Ohio, Inc., Chari-table Fund – 2000 ($8,504)

Dorothy M. Rivers Fund –2000 ($35,496) will provideannual operating revenue tolocal health and social-serviceorganizations. Dorothy M.Rivers, a longtime memberof St. Rita’s Church, estab-lished the fund through abequest.

Guy E. Rohrer, Jr., MemorialScholarship Fund – 1989($13,893)

Daniel M. Romer FamilyTuition Assistance Fund –1995 ($104,806) memorial-izes Daniel M. Romer, apediatrician for 36 years inthis community, and providestuition assistance for area

students with financial needsand who wish to attend AlterHigh School. The familyencourages additionalcontributions to the fund.

Burton R. and Alice SaidelFund – 1994

David A. Saidel MeritScholarship Fund – 1989($165,003) awards scholar-ships to Miami Valley Schoolapplicants who share DavidSaidel’s zest for living. Quali-ties sought include confi-dence, wit, intelligence,sincerity and love of life. Atthe age of 22, David Saidelwas struck and killed by acar after climbing Mt.Olympus in Greece.

The Salvation Army Fundin Memory of Donald W.Beachler – 1997 ($12,622)

Albert H. and Helen N.Scharrer Fund – 1997($58,834) benefits theHumane Society of GreaterDayton and SICSA, by pro-viding financial support

for the care and treatmentof animals. This fund wascreated by Jane Scharrer,in memory of her parents,Albert and Helen Scharrer.

Schiele Family Fund – 1999($645,553) was establishedto support charitable organi-zations of interest to theSchiele family. The fund’soriginator, Albert Schiele,a World War II veteran,worked as an engineeringmanager for AmericanNational Can for 33 years.

Harry F. and ElizabethM. Schiewetz Fund – 1989($27,547) memorializesthe parents of ElizabethCromer, Mary Flory andRichard Schiewetz andbenefits children’s campingprograms sponsored by BoyScouts of America-MiamiValley Council and YMCAof Metropolitan Dayton.

Glenn and Patty SchimpfFoundation Fund – 2000 willaward grants to charitableorganizations, as designatedby the donors. GlennSchimpf, former presidentof Danis Industries Corp.,and his wife, Patty, are activewith charitable organizations,especially those benefitingfamilies and children.

Carol Ann SchneiderMemorial Fund – 2001($45,060) was founded bythe family of this devotedwife and mother, who gave

of herself endlessly to helpthose in need. The fund willsupport community needsthat were important toCarol Ann Schneider.

Schumann Family Fund –1998 ($34,842) accommo-dates the charitable givingwishes of Althea and ThomasSchumann, a former execu-tive with The Mead Corp.

Josephine Schwarz DaytonDancers Endowment Fund– 1992 ($106,144) providesannual salary bonuses toenhance the lives of dancersof Dayton Ballet, DaytonContemporary Dance Com-pany (DCDC) and Rhythmin Shoes. Josephine Schwarzwas a co-founder of the Day-ton Ballet and an influencingfactor behind DCDC.

Science Education Councilof Ohio Fund – 1999($82,668) supports effortsto stimulate and improvescience education, specifi-cally the understanding ofthe nature of science and itsmethod, technology andfuture prospects amongOhio students, their familiesand the general public.

The Seeley Fund – 1988($30,747) furnishes under-privileged or abused chil-dren with clothing, food andcollege-level scholarshipassistance, as advised byTere and Rosemary Seeley.

Shaw/Filler Family Fund –1998 ($221,514) supportscharitable, educational, civic,religious and communityactivities and institutions,with a special emphasis onprograms for families andindividuals who have chil-dren with mental disabilities.William P. Shaw and EmilyA. Esau established this fundin loving memory of theirparents, Paul and Mary Shawof Sidney. Margaret E. andMyron L. Filler establishedthis fund in honor of theirdaughter, Ann E. Filler.

Caroline Patterson ShawMemorial Fund – 1986($26,299) affords the Foun-dation the opportunity torespond to the changing andpressing needs of the MiamiValley through the fund’sunrestricted designation.Caroline Patterson Shawwas active in Dayton civicand charitable affairs and wasmarried to George W. Shaw,chair of the City Transit Co.

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Frank B. & Helen Reibold

David A. Saidel

Caroline Patterson Shaw

35LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Charles E. Shawen, Jr., Fund– 1994 ($143,356) confersscholarships upon studentsattending Otterbein College.The fund is in memory ofCharles and Agnes Shawen,who in 1926 donated the landupon which Shawen Acreschildren’s home was built.

Shillito Scholarship Fund forChaminade-Julienne HighSchool – 1998 ($507,252)supports the educationalefforts of students enrolledin Chaminade-JulienneHigh School by awardingtuition assistance grants.Barry J. Shillito, a graduateof Chaminade High School,established the fund.

John Shondel Fund – 1988($4,747)

The Siebenthaler Fund –1986 ($186,317) sows seedsof philanthropy in the MiamiValley in the name of thislandscape and nursery firm,which was founded in 1870.

Silvio Family MemorialScholarship Fund– 2001($4,814)

The Charles and Ann SimmsFund – 1991 ($75,339)designates four Miami Valleyorganizations to one dayreceive annual distributionsthrough the estates ofCharles and Ann Simms.

William Alexander SimmsEntrepreneurial ScholarshipFund – 1999 ($73,286)salutes excellence by award-ing scholarships to Universityof Dayton School of Businessstudents. A lifelong Daytonresident until his death,“Alex” Simms was a nation-ally recognized leader in theland development and homebuilding industry for over50 years. He was an avidsportsman, had a strongcommitment to the Daytoncommunity and a love offamily. This fund was estab-lished as a memorial to Alexby his son and daughter-in-law, Charles and Ann Simms.

Sinclair Community CollegeFund – 1996

The SIOP Foundation Fund– 1996 ($436,797) wasestablished by the Societyfor Industrial and Organiza-tional Psychology to presentawards in recognition ofexcellence in the profession,as well as providing fundingfor scholarships. The fundrecognizes both scientific

research and professionalpractice. Although indepen-dently incorporated, SIOPis a division of the AmericanPsychological Associationand an organizational affili-ate of the American Psycho-logical Society.

Sisters of Notre Dame deNamur Fund–1997 ($1,812)

6320 Fund – 1987($567,439) established byFrederick C. and RuthPfeiffer Smith and their fivesons, provides both discre-tionary and advised grantsto benefit the Miami Valley.Frederick C. Smith is theretired chair of Huffy Corp.and an emeritus member ofthe Foundation’s GoverningBoard.

Paul E. and JosephineH. Smiley Fund – 1990($1,990,918) is in remem-brance of Paul Smiley who,from a humble background,was able to attend PurdueUniversity with the help

of athletic scholarships. Asa result of his gratitude,Purdue and several otherorganizations receive desig-nated payments for a limitedperiod of time. Most of thefund’s recipients address thechanging needs of the Daytonarea, where the Smileys spentall of their adult years.

Frederick C. Smith Fund –1989 ($125,092) honorsthe significant role thatFrederick C. Smith, as thenchair of the Foundation’sGoverning Board, played inthe growth of the Founda-tion from 1979 to 1989. Thisretired chair of Huffy Corp.is today a distinguishedvolunteer leader at localand national levels.

Smythe Foundation Fund –1997 ($142,480) contributessupport to charities, as de-termined by donors JuneSmythe, an active individualwith various local arts groups,and Richard Smythe, activewith the Dayton Boys andGirls Club and otherorganizations.

Society for the Improvementof Conditions for StrayAnimals Endowment Fund– 1989 ($12,616)

Southminster PresbyterianChurch Endowment Fund– 1997 ($70,566) generatesincome to support the pro-grams and operations ofthe church.

Southwestern Ohio Councilfor Higher Education Fund– 1999 ($88,908) was estab-lished to provide annual,unrestricted operating rev-enue for the SouthwesternOhio Council for HigherEducation (SOCHE). SOCHEis a nonprofit consortium of19 Miami Valley area collegesand universities and onecorporation organized topromote service and inter-institutional cooperation andto foster lectures, concertsand exhibits.

A Special Wish FoundationEndowment Fund – 1990($275,108) fulfills specialwishes for young peoplewho have life-threateningillnesses.

St. Francis of AssisiEpiscopal Church Fund –1998 ($3,224)

St. Henry Parish Fund –1999 ($5,422)

St. Vincent Hotel Endow-ment Fund–1988 ($65,682)helps provide emergencyovernight shelter for home-less people in this downtownDayton facility.

John C. and Marjorie L.Stahler Family Fund – 1997($54,559) meets the chang-ing community needs of theDayton/Miami Valley regionby supporting charitableorganizations and programs.

Wayne and Catherine StaleyFund – 1991 ($30,750)created under a life incomeplan, provides charitablefunding to meet the changingneeds of the Dayton/MiamiValley region.

Wallace and FlorenceB. Stauffer Fund – 1981($789,452) benefits thegeneral charitable needs ofthe Dayton/Miami Valleyregion. This fund was estab-lished through a charitableremainder trust initiated by

John Shondel

Frederick C. Smith

A Special Wish

Wallace & Florence B. Stauffer

36 LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

the owner and president ofthe Snyder and Stauffer in-surance firm.

The Straughen Fund – 1986($85,976) generates incomethat is distributed to the com-munity, as advised by Williamand Peggy Straughen. WilliamJ. Straughen, M.D., is a retiredpathologist.

Lawrence and RuthanneStrausburg EndowmentFund for Brookville – 1997($237,190) was founded tobenefit residents of Brook-ville and the surroundingarea by providing grants toa variety of charitable orga-nizations and programs.

The John and FrancesSullivan Fund for the Ben-efit of the MontgomeryCounty Historical Society –1982 ($78,336) supports acause very close to JohnSullivan, Jr., and his late wifeFrances. John Sullivan, Jr.,served as the director of theFoundation from 1973-1982.

Greg Sutton Band Scholar-ship Fund – 1986 ($8,458)

Robert S. and Doris H.Swabb Fund – 1998($19,006)

Willard E. Talbot MemorialFund – 1988 ($219,956)assists youth in the GreaterDayton area through itsawards. Carolyn TalbotHoagland created the fundin memory of her father

“Hap” Talbot, who came toDayton from Nebraska in1914 and co-foundedRefiner’s Oil Co.

Joddy Tash Fund – 1997($28,970) was created bythe Tash family to supportprograms that aid in main-streaming children withdisabilities into the publicschools.

Mr. and Mrs. John N. Taylor,Jr., Fund–1985 ($1,680,310)furthers charitable endeavorsin the community, as advisedby Connie and John N.Taylor, Jr., retired chairmanof Kurz-Kasch, Inc.

Temple Beth Or Fund –1997 ($284,275) was estab-lished by the Temple’s mem-bers to enhance, long-term,its annual operating revenueand financial stability.

Byron H. and Edna G.Thomas Fund – 1990($164,980) serves children

who could not otherwiseafford summer campingexperiences at Camp Kern.Byron Thomas (1888-1965)was chief engineer for BurgerIron Co. Edna Thomas(1892-1989), an avid fan ofthe Cincinnati Reds, wasactive in church and commu-nity service organizations.

Dave and Jane ThomasFund – 1999 ($14,257)

Dave Thomas Fund forthe People of Dayton andthe Miami Valley – 1993($30,286) honors thefeatured speaker of theFoundation’s first biennialmeeting. This fund distrib-utes unrestricted grants tothe community, at the dis-cretion of the Foundation’sGoverning Board.

Lenore B. Talbot ThomasMemorial Fund – 1988($222,266) furthers artsand humanities activities inthe Greater Dayton area.Lenore B. Talbot Thomas wasa lifelong Dayton residentand active civic leader. Herdaughter, Carolyn TalbotHoagland, created the fund.

Trohatos Family Fund –1997 ($193,604) establishedby Peter and Ann Trohatos,fulfills their charitable wishesby giving operational supportto the charities most dear tothem: the Greek OrthodoxChurch, United Way ofGreater Dayton Area, St.

Vincent Hotel, Inc. andBittersweet Farm.

Trotwood-Madison Educa-tional Fund – 1990($56,953) is devoted toimproving the educationof youth in the Trotwood-Madison City School Districtand to provide college schol-arships to its graduates. Thefund was initiated with giftsfrom residents of thatschool district.

Twin Towers Place Benevo-lent Fund – 1996 ($12,243)

Larry L. Unger Fund – 1997($9,417)

United Cerebral PalsyFund – 1997 ($14,025)

United Theological Semi-nary Endowment Fund –1997 ($5,164,581) disbursesunrestricted income to theSeminary to further its mis-sion. Where the Spirit Mattersrecognizes a nationalcommitment.

Jane Thomas

Willard E. Talbot & Lenore B.Talbot Thomas

ROBERT T. BELLFAMILY FUND

In honor of theirfather’s retirement aspresident of Bell Vault& MonumentCompany in 1995,Tim and Greg Bellestablished the RobertT. Bell Family Fundthrough The DaytonFoundation. As thefund continues togrow, the Bell familywill make gifts tocommunity efforts thatreflect their interestsin education, healthand fitness.

“YEARS AGO, OUR GRANDFATHER

DONATED LAND IN MIAMISBURG

TO BUILD A LITTLE LEAGUE PARK.ALTHOUGH THE PARK IS NO LONGER

THERE, WE HOPE TO GROW OUR FUND

TO UNDERTAKE A SIMILAR PROJECT

FOR THE COMMUNITY AND REVIVE ATRADITION HE STARTED. THIS FUND ISA WAY TO TEACH OUR CHILDREN

ABOUT THEIR RESPONSIBILITY TO THE

COMMUNITY, GIVE THEM A SENSE OF

THEIR HERITAGE AND CARRY ON THE

BELL FAMILY NAME IN DAYTON.”

– TIM BELL, PRESIDENT OF BELL

VAULT & MONUMENT

The Bell family at theBell Vault & MonumentCompany in Miamisburg.Clockwise from top left:Greg, Robert, Coleen,Tim, Calvin and LindsayBell.

37LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

STAHLER

37

38 LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

University of Dayton Fund–2001 will provide long-termfinancial resources to guar-antee continued developmentof enrichment activities andprograms for students,faculty and staff.

Upper River Fund – 1992($1,072,955) protects andpreserves the upper LittleMiami and the Mad Rivers.Created by former DaytonJournal-Herald Editor GlennThompson and his wife,Margaret, the fund is inmemory of James M. Cox, Jr.,whose generosity and friend-ship as an employer mademuch of this gift possible.

Victoria Theatre AssociationEndowment Fund – 1991($2,829,265) provides in-come to this historic down-town Dayton theatre, in orderto assist in its presentationof theatrical programmingand the management of thetheatre. The Victoria origi-nally opened in 1866.

Vietnam Veterans MemorialPark Fund – 1985 ($81,240)helps to maintain the com-munity’s endowed memorialto 403 Dayton/Miami Valley-area individuals who losttheir lives in Vietnam.

Waldruhe Park Fund –1980 ($365,988) maintainsWaldruhe Park in MiamiTownship and was created bythe Schantz Trust. GertrudeSchantz Weng significantlyadded to this fund in 1994through a bequest.

Fred and Frances WaltherFamily Fund – 1988($115,005) finances chari-table projects of interest tothe Walther family. FrancesWalther, a former nurse,and Fred S. Walther, a re-tired executive and consult-ant to the Dayton-WaltherCorp., created this fund.

Roger and Ann WanamakerFoundation Fund – 1997($17,837)

Rex Warner LeadershipAward Fund – 2000($215,308) will assistBeavercreek High Schoolgraduates by awardingscholarships to accreditedinstitutions of higher learn-ing. Established by the SantaRita Foundation, supportedby the Ludwick family, thefund honors Rex Warner, aformer Beavercreek andBradford Public Schoolscoach and educator.

Washington-CentervillePublic Library Fund – 1994($18,868)

J. Edward WassermanEndowment Fund of UnitedCerebral Palsy of South-west Central Ohio – 1992($92,272) memorializes thefounder and first presidentof the local agency thatserves area residents whohave cerebral palsy or otherdevelopmental disabilities.

Agnes Weghorst Fund –1996 ($313)

John E. Weiser Fund –1996 in memory of John E.Weiser, formerly of Miamis-burg, provides unrestricteddollars to benefit the GreaterMiami Valley community.

West Carrollton EducationFoundation Fund – 1989($4,904)

Mary Jane B. and HerbertE. Whalen, Jr., Fund –1999 ($78,052) benefits

various charitable organiza-tions as advised by thesetwo Dayton-area residentswho are interested incommunity activities.

Steve Whalen MemorialFund – 1997 ($8,808)

WHIO-Don Wayne Scholar-ship Fund – 1988 ($3,674)

Richard A. and Mary T.Whitney Fund for the Arts– 1999 ($66,590) celebratesthe pleasure and joy thiscouple received from classicalmusic by providing grantsto arts organizations. Theirson and daughter-in-law,Leon A. and Betsy B. Whitney,established this fund so oth-ers may share in his parents’love of the performing arts.

Ralph H. Winkler Fund –1999 ($19,546)

Womanline of DaytonEndowment Fund – 1989($223,768) maintains ongo-ing support for educational,counseling and crisis servicesto low-income women, teensand families in the GreaterDayton area.

Women’s Build 2001 Fund– 1999 ($1,135)

Women’s Recovery CenterEndowment Fund – 1993($18,497)

Bunny and Woody WoodallFund – 2000 ($785,809)established by Alonzo

Woodall in loving memoryof his parents, Frederick“Woody” Woodall andNellie “Bunny” O’BryanWoodall, by awarding an-nual unrestricted income tofour local charitable organi-zations.

Jean V. Woodhull AdvisedFund – 1998 ($15,237)

Jean V. Woodhull “GreenFund” – 1996 ($13,767)

Woodhull Family Fund –1992 ($110,436) entruststhe Foundation’s GoverningBoard with allocating incometo assist the communitywhere needs are the greatest.Bequests from James R. andHelen B. Woodhull createdthis fund.

Wright Memorial PublicLibrary Foundation Fund –1996 ($2,107)

Wyse Family FoundationFund – 1998 ($338,130)supports a variety of chari-table activities. David Wyseis president of ProjectsUnlimited, Inc.

Yarger Family Fund – 1999($12,640)

YMCA of MetropolitanDayton Endowment Fund– 1997 ($1,023,261) furthersYMCA activities and pro-grams by generating revenueto benefit the YMCA andits Camp Kern, West Com-munity, Northwest, SouthCommunity and Downtownbranches.

John and Becky York FamilyCharitable Foundation Fund– 1998 ($87,185) gives theYorks a convenient and tax-wise way to give back to thecommunity and to teachtheir children the meaningand importance of philan-thropy. John York is a firstvice president with MerrillLynch.

YWCA Capital Improve-ments Fund – 1997 ($900)

Signa W. ZimmermanMemorial Trust Fund – 1998($239,834) provides supportto specific philanthropicactivities, as designated by

University of Dayton

Rex Warner

Jean V. Woodhull

YMCA of Metropolitan Dayton

39LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

the fund’s trustee. SignaZimmerman, born in 1907in Lorain County, was alongtime resident of Xeniawith her husband Bures, whowas an aircraft mechanic.

Judge Neal and AnnabelZimmers Scholarship Fund– 1997 ($25,786) awardsscholarships to MontgomeryCounty residents who wishto pursue a public service-related field of study at anaccredited two- or four-yearinstitution of higher learning.

Zorniger Family Fund –1993 ($2,089,596) reflectsthe Zorniger family’s chari-table leadership and supportscharitable efforts of interestto the family. Nancy, activewith Cox Arboretum andthe Garden Club of Dayton,and Frank Zorniger, a strongsupporter of United Wayand other organizations, arededicated to the concept ofcommunity philanthropy.

Zwiesler Family Fund(Mary Louise & E. JeromeZwiesler) – 1998 ($37,427)accumulates income in thefund for later, larger gifts,primarily to Catholic orga-nizations selected by theZwiesler family.

FUND FAMILIES(PREVIOUSLYESTABLISHED FUNDS)

African-AmericanCommunity Funds

Wahid Abdullah MemorialFund – 1997 ($15,901)

African-American Com-munity Unrestricted Fund– 1992 ($47,673) helpsAfrican-Americans overcomeadverse social and economicconditions affecting theircommunity. The unrestrictedfund was the first of morethan 20 funds under theumbrella of the African-American Community Fund(AACF) that addresses spe-cific needs within the MiamiValley’s African-Americancommunity. The AACF ispresided over by an advisoryboard of 13 African-Americanleaders from the Miami Valleyand is a national model forpromoting philanthropyin the African-Americancommunity.

African-American WorldAffairs Fund – 1995($14,681)

Alpha Phi Alpha FraternityFund – 1993 ($32,917)fosters the scholastic andleadership aspirations of

selected young people in theMiami Valley region. Thisfund was brought to theFoundation by three chap-ters of the fraternity, alllocated in Wilberforce.

Clarence E., Sr., and OliviaBowman Fund – 1993($53,618) honors the parentsof Clarence E. Bowman, Jr.,who wishes to encouragecommunity service, youthservice and leadership.

Louis M. “Lou” Brown Fund– 2000 ($1,074)

Orlando V. and Leanora D.Brown Endowment Fund –2000 is set up to providefinancial assistance to ThePiney Woods School fortroubled and at-risk studentsand to Central Chapel AMEChurch, where the donorshave been tithing membersfor over 45 years.

Willis “Bing” Davis Schol-arship Endowment Fund –1990 ($116,479) pays tributeto this son of Dayton whohas achieved acclaim as an

internationally famous visualartist. Individuals eligible forthis scholarship are African-Americans pursuing studiesprimarily in the visual and/or graphic arts. This fund wasestablished by Twentig, a vol-unteer women’s organization.

Dayton Chapter of theLinks, Inc., EducationalFund – 1993 ($53,510) pro-vides African-Americans withscholarships, and agenciesand organizations with grants,to assist with educationalprograms designed to en-hance skills and the qualityof life for individuals of allages. The Links, Inc., avolunteer organization forwomen, established this fund.

The Dayton Urban LeagueEndowment Fund – 1989($115,092) aims to improveand maintain equality ofopportunity for area residentsthrough support of TheDayton Urban League.

Dayton Youth Golf AcademyFund – 1998 ($17,306)

Gladys Turner FinneySocial Work ScholarshipFund – 1998 aids Universityof Arkansas-Pine Bluff orWright State Universitystudents who are junior orsenior African-Americansocial work students andwho demonstrate academicexcellence and commitmentto community involvement.Gladys Turner Finney is asocial worker.

The First 200 Fund – 1995($16,462)

Henry Garcia Fund – 1998($26,480) furthers the ad-vancement of minority stu-dents by providing an annualscholarship to WilberforceUniversity. Henry Garciawas a retired faculty memberof Wilberforce and CentralState Universities.

Golden Thirteen NavalScholarship Fund – 1994($32,339) salutes the GoldenThirteen, the United StatesNavy’s first African-Americancommissioned officers.

Scholarships are to beawarded nationally to Afri-can-American students pur-suing a career in the Navy.

Lorenzo and Nadine HarrisFamily Fund – 2000($21,250)

Frank and Rosa HawesCommercial and Residen-tial Real Estate ScholarshipFund – 2000 ($1,728)

Moses H. Jones Fund – 1984remembers a prominentAfrican-American attorneywho came to Dayton fromWest Virginia in 1900. Thefund was established throughhis 1926 bequest to aidYMCAs in Dayton's primarilyblack communities

Helen and Tom KelleyFamily Fund – 2001($2,093)

Knights of St. Peter Claver– Northern District Scholar-ship Fund – 1995 ($55,110)assists African-Americanstudents from the NorthernDistrict States in attainingfurther studies at a Catholichigh school and/or at anaccredited institution ofhigher learning. The fundfounders are the Knights andLadies of St. Peter Claver,established in 1909 as a fra-ternity for blacks who werebarred from membership inthe Knights of Columbus.

Olivia & Clarence E. Bowman, Sr.

The Golden Thirteen

Willis “Bing” Davis

40 LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Lloyd and Edythe LewisFund for Black Children’sHealth Care – 1989($72,322) will respond topressing needs in our com-munity, as identified by thiscouple. Lloyd Lewis, Jr., wasa Dayton City Commissionerand an emeritus member ofthe Foundation’s GoverningBoard. Edythe Lewis is retiredfrom the Miami ConservancyDistrict and is an activecommunity volunteer.

George W. Lucas ScholarshipFund of Bethel MissionaryBaptist Church – 1992($45,329) assists studentswho are members of thischurch.

C. J. McLin, Jr., ScholarshipFund – 1992 ($169,504)provides for college scholar-ships to help MontgomeryCounty residents who havedemonstrated academic suc-cess or financial need, as wellas an interest in their commu-nity. The Fund is dedicated tothe memory of this 22-yearOhio State Representative.

John and Hester MooreGeneral Purpose Fund –1992 ($38,477) pools re-sources to help overcomeadverse social and economicconditions affecting theAfrican-American community.John E. Moore is an emeri-tus member of the Foun-dation’s Governing Board.

Multi-Cultural Supporters,Inc. – Doris H. WilsonScholarship Fund – 1997($22,133)

National Forum of BlackPublic AdministratorsScholarship Fund – 1991($3,235)

Omega Psi Phi Fraternity,Cal Lynn Crawford Scholar-ship Fund – 1991 ($53,415)provides scholarships tolocal college-bound African-American students fromthe Delta Alpha Chapter ofOmega Psi Phi Fraternity.

PARITY Education Fund –1994 ($217,604) helpsthis organization realize itsmission of improving theeconomic, educational andsocial conditions ofAfrican-Americans.

Mary Scott Nursing HomeEndowment Fund – 1991($72,609) nurtures qualityhealth care and a pleasantliving environment for seniorcitizens in the city of Dayton.

Sean House Youth Develop-ment Fund – 1996 ($5,034)

Sigma Boule Fund – 1994was established to endoweducational and social-action

initiatives sponsored by themembers of the Sigma PiPhi Fraternity’s SigmaBoule Chapter.

Scott Neal Simpson Schol-arship Fund – 1999($16,364)

Estus and Dorothy T. SmithScholarship Fund – 1992($57,649) exists to offerscholarships to local residentswishing to attend JacksonState University, a historicallyblack college. Dr. Estus Smithis a member of the Founda-tion’s Governing Board.

Thyrsa Frazier SvagerScholarship Fund – 2000($214,091) will honorwith scholarship assistanceAfrican-American womenmajoring in mathematicsat an accredited college oruniversity. AleksandarSvager established the fundin memory of his wife,Thyrsa, a former provostand executive vice presidentat Central State University.

Edward Taft, Jr., and CarolJ. Hinton Family Fund –2001 ($8,645)

James, Jr., and Betsy L.Thomas Endowment – 1992($45,145) benefits BethelBaptist Church and the initia-tives of the African-AmericanCommunity Fund.

Diane D. and RodgerD. Walker Fund – 1998($38,338) benefits charitable,educational, religious andcommunity activities, asadvised by the founders.Rodger D. Walker is a phar-macist and businessman;his wife, Diane, is a speechpathologist and communityvolunteer.

West Branch YMCA Fund –1987 ($30,915) contributesto the capital construction,replacement and mainte-nance expenses incurred atthis neighborhood facilityon Dayton-Liberty Road.

Herman and NancyWilliams ScholarshipEndowment Fund – 1991($68,279) awards collegescholarships to members ofthe Dixon United MethodistChurch. Nancy C. Williamsis a retired educator, and herhusband Herman is a retiredchief master sergeant withthe Air Force.

Aullwood Audubon Centerand Farm Funds

Marie S. Aull Fund – 1986($1,913,457) assists withthe operating expenses ofAullwood Audubon Centerand Farm. In June 1989 thepublic exceeded Marie Aull’schallenge to raise endowmentgifts to help maintain thecenter and farm, for whichshe donated the original landin 1957.

Aullwood Audubon FarmFund – 1989 preserves thearea that Marie and John Aullopened to the public in 1957,with its gardens, woodland,meadows and farm over-looking the Stillwater River.Marie Aull and the NationalAudubon Society donatedthe 120-acre farm to theFoundation in 1989, to bemaintained forever as anatural area. The farm isleased for a nominal sum tothe Friends of Aullwood.

Aullwood Friends’ Fund –1993 ($711,328) providesoperating support for Aull-wood Audubon Center andFarm, dedicated to educatingchildren and adults aboutthe natural environment.

Environmental Improve-ment Program for AullwoodAudubon Center and FarmFund –1996 ($125,052)was established by a trustby Sylvia L. Koons and pri-marily supports the landmanagement and orchardmaintenance programs ofAullwood Audubon Centerand Farm.

Friends of AullwoodEndowment Fund – 1979($759,999) receives con-tributions from communitymembers to support the on-going educational program-ming offered at AullwoodAudubon Center and Farm.

Ralph and Bessie AullReahard Memorial Fund –1987 ($338,014) providesongoing financial support toAullwood Audubon Centerand Farm, in memory of theparents of Sally Reahard ofIndianapolis, Indiana.

Carillon Historical ParkFunds

Carillon Historical ParkFund – 1995

The Carillon Trust – 1986($6,224,486) subsidizesoperating costs of CarillonHistorical Park and theDeeds Carillon. The fundwas initiated by Col. EdwardA. Deeds, co-founder ofDelco and later chairmanof NCR Corporation, andsubsequently transferredto the Foundation.

Sigma Boule

Dorothy T. & Estus Smith

Aullwood Audubon Center

41LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Kiwanis Club of OakwoodFund – 1995 ($9,202)

Robert J. Smith Fund of theCarillon Historical Park –1999 ($6,376)

Centerville-WashingtonFoundation Funds

Centerville Rotary ClubEducation Foundation Fund– 1999 ($40,968) supportsthe educational and charitableactivities of the CentervilleRotary Club EducationFoundation.

Centerville-WashingtonFoundation Fund – 1998($27,802) will provide forcultural enhancement andimprovement of life in thecommunity. The foundation’sleadership ensures fulfillmentof donor wishes. The fundprovides support when publicfunding is not readily avail-able for these purposes.

Centerville-WashingtonTownship Historical SocietyFund – 1999 ($12,367)

John P. Dewey Fund – 2000

Hithergreen Senior Centerof Washington TownshipFund – 1999 ($82,677)furthers the mission ofHithergreen Senior Center,formerly known as Seniors,Inc., a senior-citizen centerin Centerville/WashingtonTownship that promotes thewell-being of senior citizens.Programs and services assist

seniors in achieving inde-pendent living and theirindividual potentials.

Edna McCullough LucasScholarship Fund – 1999($1,021)

RETS Tech Center Scholar-ship Fund – 2000

Eric Tallman MemorialScholarship Fund – 1999($3,564)

Dorothy R. Yeck Endow-ment Fund for the Arts atWoodbourne Library –2000 ($174,644) will en-sure continued enrichmentof art programs for librarypatrons. Dorothy “Dottie”Yeck, a board member andformer president for thelibrary, and her husband,William, are longtime sup-porters of the WoodbourneLibrary in Centerville.

Five Rivers MetroParksFunds

Five Rivers MetroParksAullwood Fund – 1993($1,963,796) yields incomefor the maintenance of theMarie S. Aull residence andgarden area, which shedonated in 1977.

Sylvia L. Koons Endow-ment Fund for Five RiversMetroParks – 1996($158,004) sustains thebeauty of Five Rivers Metro-Parks lands by generatingrevenue to purchase treesand other woody plants andshrubs. The fund also sup-ports other environmentalimprovement projects.

The Lima CommunityFoundation Funds

Apollo Educational Foun-dation Endowment Fund –1999 ($21,620)

Bath Local EducationFoundation Fund – 1995($2,208)

Elizabeth Cremean BotkinMemorial Fund – 1993($243,977) provides chari-table dollars to The LimaCommunity organizationsand projects in Allen County.

Boy Scouts of America –Black Swamp Area CouncilFund – 1996 ($25,393)provides annual unrestrictedrevenue for the Council.This supports scouting and

young people in 13 countiesin west central and north-west Ohio.

Celebration/RemembranceFund – 1999 ($4,786)

James J. Countryman Fund– 1999 ($11,341)

Crime Victim Services Fund– 1996 ($95,576) combinescommunity resources toprovide emergency financialand spiritual assistance tocrime victims, while sup-porting special needs andprograms for victims inAllen and Putnam Counties.The endowments establishedas part of this fund are theGood Samaritan Fund,Victim Ministry Fund andSafety Net Fund.

Exchange Club of LimaFoundation Fund – 2000($444)

“For Ped’s Sake” Fund –1996 ($10,401)

Friends of Allen County,OH, Chapter/AmericanRed Cross Fund – 1996($4,560)

John J. and Martha M.Hudson Fund – 1995($7,954)

John H. Keller Fund–2000($96,528) honors the creatorand keeper of the LincolnPark Railroad Exhibit, ownedby the City of Lima and AllenCounty Historical Society,by generating income for itsperpetual maintenance. Aformer railroad man andhistorian, John Keller helpedobtain the century-old loco-motive, car and caboose onpermanent exhibition.

Thomas R. Leech MemorialFund – 1999 ($10,266)

Liberty Savings Bank –David N. Adair Eagle ScoutScholarship Fund – 2001($4,598)

Liberty Savings Bank –James J. Countryman Fund– 1998 ($6,231)

Liberty Savings Bank –Alfred J. Cramton MemorialFund – 1998 ($5,476)

Liberty Savings Bank –Daniel J. Kaufman MemorialFund – 1998 ($2,219)

Liberty Savings Bank –C. Richard Kriegel MemorialFund – 1998 ($3,883)

Lima Area Bike Safe Fund– 1998 ($1,340)

Lima City Schools Fund –1998 ($105,020) is set up toprovide funding to employ-ees, faculty and students,for the creation of, or par-ticipation in, enrichmentactivities and other programsin the schools.

The Lima CommunityFoundation Fund – 1993($111,077) fosters charitableendeavors benefiting thecitizens of the City of Limaand of Allen County.

Lima Senior High Class of1970 Fund – 2000 ($1,480)

Dorothy R. Yeck

Boy Scouts of America – BlackSwamp Area Council

John H. Keller

Thomas R. Leech

42 LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Alexander D. and Mary W.MacDonell Family Fund –1986 ($353,001) perpetu-ates the MacDonell familytradition of philanthropy.The three children of A. D.and Mary MacDonell cre-ated this fund as a vehiclefor grantmaking, primarilyin Allen County. A. D.MacDonell was the chair andCEO of the MetropolitanBank of Lima and an execu-tive of the City Loan &Savings Co. Mary MacDonellwas an active communityleader.

James A. and Ellen O.MacDonell Memorial Fund– 2001

Mennonite Memorial HomeFund – 1998 ($2,669)

Parents of Lima AdvancingChoice in Education(PLACE) Fund – 2000($26,717) provides scholar-ship assistance for childrenin grades K-12 at parochial,private or public educa-tional institutions in GreaterLima. PLACE was createdto give parents with limitedfinancial resources a choiceon the type of educationthey provide for their chil-dren.

Wright Family AthleticScholarship Fund – 2001($2,275)

Wright Family Fine andPerforming Arts Scholar-ship Fund – 2001 ($2,275)

Tipp City Area CommunityFoundations Funds

Lester and Cleon StudebakerBowers Scholarship Fund –2000 ($7,139)

David W. Dinsmore Schol-arship Fund – 1999 ($9,840)

Jeanette C. Gaston MemorialMusic Scholarship Fund –1998 ($14,562)

August Henke Trust Fund– 1998 ($25,026) wasoriginated by Emma HenkeWarner, daughter of AugustHenke, to provide comfortand support to needy andaged men. A native of Ger-many, August Henke wasconsidered the oldest livingresident in Tipp City, untilhis death in 1923 at theage of 92.

Kendig Trust Fund – 1998($3,035)

Holly and Heather LeGrosMemorial ScholarshipFund – 1999 ($14,539)

John S. and Louise T. MillerMemorial ScholarshipFund – 2001 ($10,949)

Lucille L. Milner Fund –1998 ($60,344) makes pos-sible the purchase of trees forplanting in the parks andalong the streets of Tipp City.For over 65 years, LucilleMilner has enjoyed the beautyadded to the city by its urbanforest.

Robert E. Nessle MemorialScholarship Fund – 1994($15,748)

Tipp City Area UnitedFund Endowment – 2001($38,613) will help encour-age community-wide healthand human service assistancein Monroe and Bethel Twps.Programs to be supportedare education, counseling,character-building activitiesand emergency aid.

The Tipp City Foundation– 1998 ($1,530,048) sup-ports charitable endeavorsbenefiting the citizens ofTipp City. Originally estab-lished through a gift in 1943from Ed Timmer, owner ofMiami County Lumber, itwas later significantly addedto by his daughter, Helen.

The Tippecanoe CommunityFoundation Fund – 1999($17,643)

Tippecanoe EducationalEndowment Fund – 1999enriches programs supportedby this group, which wascreated by the Tipp CityBoard of Education.

United Way of the GreaterDayton Area Funds

Helen and CharlesAbramovitz Fund #2 –1998 ($35,590) providesunrestricted operatingrevenue for the United Wayof the Greater Dayton Areaand Culture Works.

Marie S. Aull Fund forUnited Way – 1992($66,498) contributesincome to the United Wayof the Greater Dayton Areaduring its annual campaigns.Local naturalist Marie S. Aullcreated this fund.

Berry Family Fund forUnited Way – 1991($1,696,307) providesannual contributions to theUnited Way campaign onbehalf of the Berry family,which includes MarilynnBerry, John W. Berry, Jr.,Shirley Berry and CharlesD. Berry.

C. H. Dean & Associates,Inc., Fund for United Way– 1986 ($251,709) providesannual income to the UnitedWay campaign, as designated

Louise T. & John S. Miller

“BECAUSE MY FAMILY HAS BEEN BLESSED

IN MANY WAYS, I WANT TO TEACH MY

CHILDREN HOW TO USE OUR BLESSINGS

TO TOUCH THE LIVES OF OTHERS. MY

DAUGHTER WILL DO SO LONG AFTER MY

LIFETIME. IT IS MY HOPE THAT SHE’LL

PASS THIS LEGACY ON TO HER CHILDREN.”

– CAROL HINTON

EDWARD TAFT, JR.,& CAROL J. HINTONFAMILY FUND

Carol Hinton estab-lished the EdwardTaft, Jr., & Carol J.Hinton Family Fundin 2001 through theFoundation’s African-American CommunityFund (AACF) tosupport educationalopportunities forAfrican-Americanchildren. The fund isa tribute to her latehusband, who passedaway in 1995. Hinton’sdaughter, Kala, willaid in advising grantsfrom the fund.

From left: Carol andKala Hinton in front ofartwork produced by areaschool children. Carol’s latehusband also was passion-ate about giving African-American children anappreciation of fine art.

4343

44

by the father-son leadershipteam of this local investmentfirm.

Gertrude Mellen Fund –1998 ($22,890)

United Way Fund – 1995($1,687,459) joins severalfunds under one umbrella,to support the communityinitiatives program of thissocial service agency. Thosefunds are the United Wayof the Greater Dayton AreaEndowment Fund andCampaign EndowmentFund, as well as the Memo-rial Fund, created in memoryof Harry A. Shaw III.

United Way of GreaterDayton Area Rike FamilyEndowment Fund – 1990($392,905) originates froma Rike Family Foundationgrant to United Way, whichsupports and improves healthand social service agenciesin Greater Dayton.

The Vandalia-ButlerFoundation Funds

Robert A. Bahr MemorialScholarship Fund – 1997($11,100)

John A. Beckley MemorialScholarship Fund – 1995($11,980)

Sylvia and Lawrence BrazieFamily Fund – 1999($14,519)

C.F. Companies ScholarshipFund – 1993 ($13,786)

Kathy Huston ClemensMemorial Scholarship Fund– 2000 ($6,538)

Connie DeHart MemorialScholarship Fund – 1993($9,802)

Colin and Lori GatlandFamily Fund – 2000($8,648)

Mary F. Geiger ScholarshipFund – 1997 ($10,474)

Donald Getter MemorialAthletic Scholarship Fund– 1991 ($14,425)

Superintendent B.P. GibsonMemorial ScholarshipFund – 1999 ($9,394)

Stuart S. Gitman MemorialScholarship Fund – 1998($10,903)

The Mark Goens ArtScholarship Fund – 1985($15,591)

Brian Grant ScholarshipFund – 1996 ($636)

Mary Louise Gross-PoormanScholarship Fund – 2001($14,795)

The Historical Society ofVandalia-Butler EndowmentFund – 2001 ($11,182)

Robert Hock ScholarshipFund – 1994 ($8,270)

David A. and Kathryn E.Horner Family MemorialFund – 1997 ($14,610)

Leo and Marie LauberFamily Scholarship Fund –2000 ($14,326)

Marvin L. O’Cull Scholar-ship Fund – 1996 ($13,727)

Rotary Club of VandaliaCharitable Fund – 1990($74,098) disburses income,at the suggestion of the club,to support its charitableactivities. Special emphasisis given to scholarships andother educational assistance.

Thomas Schieltz Boy ScoutTroop #307 Fund – 1994($35,191) honors the former

scoutmaster of Troop #307.Income from this endowmentis to be used for specialoutdoor activities, such ascamping and canoeing, andfor individual scholarshipsfor youth with the interest,but not the finances, to attendBoy Scout camp.

Carl R. Scholz Unibilt In-dustries Scholarship Fund– 1994 ($733,640) paystribute to the founder ofUnibilt Industries, Inc., andwas established by his son,Douglas C. Scholz, for thechildren of employees ofthis privately held corpora-tion. This fund providesscholarships to help youthattend accredited privateprimary or secondary schools,as well as college.

The Senior Wish Fund –1994 ($39,770) pools lotterywinnings with appreciatedstock from Robert and AnneMcConnell to enhance thequality of life for seniorcitizens in the Vandalia-Butler community.

Marvin L. and Helen C.Sturm Memorial ScholarshipFund – 1993 ($29,070)provides scholarships tostudents who have excelledin math or science. TheSturms were long-timeresidents of the Vandalia-Butler community.

Taryl and Viola SwigartScholarship Fund – 1993($224,002) selects college-bound, needy students toreceive this award. Married56 years and with no childrenof their own, the Swigartschose to benefit studentsfrom their hometownthrough their estate.

John T. Torlone ScholarshipFund – 1997 ($9,239)

Vandalia-Butler FoundationFund – 1985 ($163,333)facilitates support of chari-table endeavors by the Boardof Trustees of the Vandalia-Butler Foundation. Thefund benefits the citizensof the City of Vandalia andof Butler Township.

Vandalia-Butler HistoricalSociety Fund – 1994($45,859) was established toendow this history-preservingorganization and support itscommunity-based efforts.

Vandalia-Butler SchoolsMemorial Fund – 1994($4,913)

Todd and Rodney WassonMemorial ScholarshipFund – 1987 ($40,448)provides college scholarshipassistance to members of theButler High School wrestlingteam. Todd and RodneyWasson were graduates ofthe school in 1981 and 1984,respectively. Gifts of lifeinsurance from Jerry andSharon Wasson will someday add significantly tothe fund.

Weisenborn Family Fund –1989 ($52,256) benefitsnonprofit activities of inter-est to Howard and MarcieWeisenborn and their family.Howard Weisenborn’s mother,Clara, a state representativeand senator, was probablybest known for her dailycolumn in the Dayton Jour-nal-Herald, “About Homeand Garden.”

Mary Ann Wietzel “What’sIn It For Kids” Fund –2000 ($13,314)

United Way of the GreaterDayton Area

Mark Goens

Viola & Taryl Swigart

LONG-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Mary Ann Wietzel

45

SUPPORTING ORGANIZATIONS OF THE DAYTON FOUNDATION

The Dayton Foundation is the home for 12

Supporting Organizations, which support a

variety of charitable causes important to the

community and to the people who established

the Organizations. Their collective assets

totaled $45,291,067 as of June 30, 2002. The

12 Supporting Organizations of The Dayton

Foundation include:

❧ Carillon Historical Park

❧ The Thomas and Mollie Danis Foundation

❧ The Dayton Foundation Charitable

Accounts, Inc.

❧ The Disability Foundation

❧ The Glennon Family Charitable Trust

❧ The Robert E. & Glenna J. Harmuth Family

Foundation

❧ The Kuntz Foundation

❧ Lima Firefighters Memorial Museum

❧ The Harry & Margaret Moore Foundation

❧ Toolvalley Network Foundation

ABOUT SUPPORTINGORGANIZATIONS

Supporting Organizationsare excellent alternativesto private foundations.They have their own boardthat makes its own deci-sions and have their own501(c)(3) tax-exemptstatus from the IRS. Sup-porting Organizations(frequently begun as familyfoundations) give donorsmany of the advantagesand controls of a privatefoundation, but with fewof the disadvantages andwith all of the advantages

of public charity status.Through this affiliation,they may avoid beingsubjected to the rules and

compliance requirementsof private foundations andbetter utilize resources forgreater charitable purposes.It gives individuals, familiesand organizations accessto The Dayton Foundation’s80 years of institutionalexperience and its well-established practices,policies and procedures.

BENEFITS OF ASUPPORTINGORGANIZATION

A number of importantbenefits come into playwhen a person establishesa new Supporting Organi-zation with The DaytonFoundation or convertsan existing private foun-dation. Here are someof them.

❧ Maintain donor involve-ment and a high degree ofcontrol, as well as that ofthe people that donorswish to succeed them.

❧ Preserve a family’sservice to the communitythrough their own familyfoundation, which can

include donors, the donor’sfamily, advisors, friendsand associates on itsgoverning board.

❧ Conduct charitablegiving efficiently andmore cost effectively andwith no required annualminimum distribution.

❧ Maximize tax advan-tages/minimize incometaxes; pay no excise taxes.(Deductions for gifts ofcash allowed are up to 50percent of AGI – AdjustedGross Income – comparedto 30 percent for privatefoundations. Deductionsfor gifts of appreciatedproperty allowed are upto 30 percent of AGI,compared to 20 percentof AGI for private foun-dations.)

❧ Ensure that charitableassets are well investedand gain access to theFoundation’s knowledgeof nonprofit organizationsand community needs.

❧ May retain own legalcounsel, tax counsel andfund managers.

❧ Access The DaytonFoundation’s technicalsupport, as needed.

The use of SupportingOrganizations opens upmany opportunities aswell for succession plan-ning for family businessesin a tax-advantaged wayand enables the donor tomaintain a higher degreeof control over the partgiven to charity, in that itis not subject to the excessbusiness-holding taxesthat private foundationsare.

For more informationabout Supporting Organi-zations, call Joe Baldasareat (937) 225-9954 or tollfree at (877) 222-0410.

Carillon Historical Park

Peter Kuntz

SUPPORTING ORGANIZATIONS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

46

LEGACIES

Future generations will benefit from the

commitment made by the following generous

and visionary individuals. Their gift plans

include bequests, trusts, life insurance, pooled

income fund gifts and other life income plans.

The following legacy donors have provided for

gifts that will come to The Dayton Foundation

at some future date. Their gifts will benefit others

and enrich the future of the Greater Miami

Valley community.

Rita Z. Cline-MarksJohn E. ColemanGloria G. & Lee Ann E.

ConardJames D. CooperTimothy O. CornellRobert L. & Electra I.

CoslerLewis CostanRosella B. CraigChristopher J. & Debra D.

DanisHelen T. DanisHazel L. DavisMayno DenlingerDaniel C. DickeyRonald G. DowneyJames T. DuffinH. Stanley & Shelomith D.

EichenauerJudith M. ElliotThelma G. FairRhetta J. FinkeAndrew L. FlanaganMerrill C. & L. Joy FloryArthur E. & Jane T. FrameRobert M. & Anne L. FrostJohn & Irene Gardner

Miles D. & Lucille M.Gardner

Cheryl J. GarrettCharles H. & Lucille J.

Gebhardt

Lois T. GeisTheresa M. GeorgeLawton & Patsy GerlingerFan B. GershowDeWitt F. GerstleThomas H. GillaughRichard F. & Mary S.

Glennon, Sr.Don R. GraberMichael C. & Phyllis A.

GradyJoan & Arthur GreenfieldMargaret H. HadleyWilliam H. & Grace

HagenbuchDonald C. HallStephen & Linda HamiltonLisa E. HanauerMargaret L. HayesMary Lange HayesAlbert B. Hearld

Jan AbelHelen AbramovitzBarbara AckermanSharon A. AddisonMr. & Mrs. A. Henry Adler IIKent D. AndersonAnonymous (121)E. Lynn & Ruth A. AppSoma S. AvvaHeather J. BaileyEdna BakerGrace C. BalkemaFrederick & Joy C.

Bartenstein IIIDavid R. BarthGerald E. BausmanRobert W. & Elsie R.

BeachlerJennifer BeaversEileen BeeberRobert E. & Bonna Lee

BehnkenGregory R. Bell

John & Kay BerkGlenn BerndtEmily H. BlakeEleanor K. BlankLovetta BlankeRoberta L. BlissRobert J. BlommelJohn W. Boges, Jr.William L. & Melva A.

BohaningJoan B. BrameJane BrittThomas & Cheryl

BrockmanBernard & Mary Kathryn

BrownCarl J. Bruckner, Jr., &

Clara L. ConnerDelilah B. BuechlerLysle D. & Jean M. CahillPatricia CashdollarRichard E. & Barbara A.

CheneyBernard & Mary Kathryn Brown

Lois T. Geis

LEGACIES: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

“I WAS ONE OF 10 CHILDREN IN A VERY

POOR FAMILY AND WORKED HARD TO

BUILD MY COMPANY FROM THE GROUND

UP. MY CHILDREN HAVE LEARNED MANY

LESSONS FROM MY EXPERIENCES AND

HAVE GONE ON TO BE SUCCESSFUL INTHEIR CAREERS. AMONG THE LESSONS

THEY LEARNED IS THAT IT IS IMPORTANT

TO GIVE BACK TO THE COMMUNITY. BY

INVOLVING THE GRANDCHILDREN INTHIS FUND, WE ARE TEACHING THEM

THE SAME VALUES – THAT GIVING BACK

IS PART OF A MEANINGFUL LIFE.”

– KENNETH QUINTER

KENNETH QUINTERFAMILY FUND

Union, Ohio, businessowner Kenneth Quinterand his wife, Nancy, viewthe Kenneth QuinterFamily Fund as a tool tokeep connected withchildren and grandchildrenwho live throughout thecountry and to fulfill theircharitable interests.Established in 1999, thefund emphasizes grants toeducational and culturalprograms throughout theGreater Miami Valley.

From left: Nancyand Kenneth Quinter,grandson Nick, daughterCindi and granddaughterAudrey, in their gardenat home.

4747

48

John F. & Rae L. HearpKermit R. & Virgina L.

HeidtDianne F. HermanDorothy HilbertHarry R. & Zoe HittnerBetty & Jerome P. HochwaltCharles W. HoeferRuth I. HolmanEdith P. HolsingerVirginia & Hans HolztragerMartha Jean HoutsSuzanne P. HudsonFrances P. HusseyWilliam J. & Joanne S. HusseyNorma HutzlerJanet IrieMamie L. JenkinsCharles A. JonesJohn H. KaufmannJohn A. & Eleanor S. KautzMary E. KellyLois KesslerVirginia W. KetteringAlice L. KimmelFrederick E. & Juanita B.

Koors

Linda F. KramerMary M. KuneshMarsha J. KwolekJames H. & June KyleAnthony Radar & Shirley A.

LairDarrell A. & Patricia A.

LandisRobert J. Larkins

Helen S. LawsonJames F. & Kaye C. LenzEdythe LewisMarianna E. LeyesMadeline A. LindsayRichard E. LuthmanMason H. & Sara K. LytlePaula J. MacIlwainePaul C. & Margaret S. MagillDorothy M. MagnusonPran N. & Isabelle C.

MalhotraH. Irene MaloneMary Mikesell MappOrtho S. MarkoDavid & Mary C. MathewsKenneth F. May

Tilton & JosephineMcDaniel

Charles McKinneyJames C. MeixnerDavid W. & Helen R. MeyerJoanne H. MeyerGeraldine L. MillerWarren MiltenbergerWilliam W. & Janet M.

MolandFloyd S. & Evelyn C.

MonfortJohn E. MooreGwendalyn MorganJames & Phoebe NeefRobert S. NeffR. Geoffrey NeumannJoyce Staley NewcombFlorence V. NisbetJoseph I. NisbetHubert E. NoonanHelen O’BrienMr. & Mrs. David E.

O’HanianMaxine L. OrrSuzanne PattersonThomas V. PearsonMary Catherine PlogmanWilliam H. PohlmanCarolyn H. PolkPersha L. PriceJohn & Elizabeth PurdyJeanne F. ReederMrs. Richard L. ReutingerBetsy B. ReynoldsRuth L. RicketNathaniel RitterMrs. Hobart O. Roark

Helen S. Lawson

Burnell R. RobertsThomas A. & Joan H. RoddyAnthony M. & Sandra L.

RogersWilliam E. & Donna K.

RogersEleanor F. RubleBurton R. & Alice SaidelGerald B. & Pauline S.

SandersDavid & Marion SchaeferLouise R. ScheuermanRobert D. SchneiderCaroline ScholzGeraldine SchonRoger R. & Dale F. SchultzJames L. & Shirley J.

SchumacherMarjorie SeaslyDorothy A. SeibelLois J. ShannonGeorge D. ShellabargerJohn S. ShondelMary Marshall SidorskyCharles V. & Anne SimmsEdith Slutzker

Frederick C. & Ruth PfeifferSmith

Wallace & Anna Lee SmithMary L. SnyderNellie Erney Staley

H. Thomas & Lois A. StatonDon E. SteckJack E. & Ruth E. SteeleHenry G. SternJohn L. & Violet P. StumpGladys StyronJohn Sullivan, Jr.Dorothea TamborskiJanet R. TempelhofJames P. TheinMichael A. TheinJeanne W. Theodore &

Nora WolfeBernice Eilerman ThomasAnn W. ThompsonHarlan H. & Phillis T. ToddSharon M. TolliverWarner C. & Julie

TriftshouserGerald W. VonderBrinkJoseph & Cletis Waddle

Howard T. & M. MariettaWalther

David W. WannerJoseph W. & Martha A.

WannerGlynn L. WashingtonJerry & Sharon WassonJohn R. & Nancy

Weiffenback, Jr.Frank G. & Marvene M.

WeigerdingKathleen R. WhitedBetsy B. WhitneyOtto Lee & Sue Ann

WiedekeFlorence L. WilliamsAlexander & Sue WilliamsJoseph M. & Margaret M.

WilsonNora E. WolfeJean V. WoodhullLydia E. ZimmermanRichard F. ZoellnerE. Jerome & Mary Louise

Zwiesler

Nathaniel Ritter

Lois A. & H. Thomas Staton

E. Jerome & Mary Louise Zwiesler

LEGACIES: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Frederick E. & Juanita B. Koors

49

SHORT-TERM FUNDS OF THE DAYTON FOUNDATIONCharitable Checking AccountsSM (Dayton Foundation Depository, Inc.)

The Dayton Foundation’s Charitable Checking

Account Service (Dayton Foundation Depository,

Inc.) offers a donor-directed vehicle for handling

primarily temporary, charitable funds for indi-

viduals, companies and nonprofit organizations.

Donors may direct distributions from these

funds to any IRS-approved charities in the

Miami Valley or throughout the U.S.

The Charitable Checking Account Service

offers donors tax advantages, flexibility, donor

direction and convenience when doing their

charitable giving.

Obviously, the savingsfrom one’s tax deductionsare greatest when one’stax bracket is higher. Ifone has investments thathave declined in value,one may consider sellingthem, taking advantage ofdeductible losses wherepossible, and giving thecash proceeds in order toenjoy maximum tax sav-ings from charitable gifts.

As always, the Foun-dation recommends thatyou consult with yourfinancial or tax advisorregarding how to use theCharitable CheckingAccount Service and timeyour gifts for maximumtax advantage.

DONOR DIRECTION

Many donors benefit fromthe ability that the Servicegives them to direct theircharitable distributions asfrequently as they chooseand to the organizationsand in the amounts thatthey select. In addition,Charitable CheckingAccounts require nominimum balance.

CONVENIENCE

Giving through a Chari-table Checking Accountsimplifies the givingprocess for the donor.The Foundation makescharitable distributions,based upon the donor’sdirection, ascertains thatthe charities are IRS-approved, provides thegift acknowledgmentsrequired by the IRS, andgenerally simplifies thebookkeeping and tax-reporting burdens ofmultiple gifts by providingquarterly and end-of-yearstatements of accountactivity.

2001-2002 GROWTH

During 2001-02, theCharitable CheckingAccount Service grew 9.5percent in the number ofdonor accounts to 1,187,and the number of grantsmade from CharitableChecking Accountsreached 12,218.

During 2001-02, a totalof $17,844,569 in contri-butions was added to the1,187 donor accounts.Charitable Checking

FLEXIBILITY

By using CharitableChecking Accounts,donors may direct grantsto the charities of theirchoice, whether localor outside the region.Deposits (gifts) are madeinto the donor’s account(fund) and are tax-deductible on the datethe deposit is made.Withdrawals (gifts to thedonor’s chosen charities),however, may be madeat any time, upon thedonor’s direction.

TAX ADVANTAGES

Dayton FoundationDepository, Inc., the legalentity for the CharitableChecking Account Service,is a public charity. Giftsinto Charitable CheckingAccounts qualify formaximum deductibilityfor tax purposes. TheInternal Revenue Serviceallows gifts of appreciatedproperty to public chari-ties to be deducted atfull market value.

Individuals or organi-zations seeking moreinformation about theCharitable CheckingAccount Service maycall Joe Baldasare,vice president ofDevelopment, at(937) 225-9954.

The Dayton Founda-tion recommendsthat people consultwith their financial,tax or legal advisorwhen contemplatingopening a CharitableChecking Account.

Account donors made atotal of $20,985,707 ingrant distributions duringthe last fiscal year, andCharitable CheckingAccounts together totaled$21,329,736, as of June30, 2002.

Any individual may makecontributions, honorariaor memorial gifts to thefollowing Charitable Check-ing Account funds in theDayton Foundation De-pository. These funds havebeen established for chari-table purposes by organi-zations or individuals andare set up to be able toreceive contributions fromthe public directly into them.

Adolescent Health andWellness Center Fund

American Red Cross,Dayton Area Chapter Fund

American Red Cross, DaytonArea Chapter

49

50

Kevin Brame MemorialFund

Camp for Kids Who Can’tFund

Camping Preservation Fund

Carillon Historical Park,Inc., Fund

College Independence Fund

Dayton Area SoccerAssociation CharitableAccount Fund

Dayton Family RecreationFund

Dayton Habitat for Humanity/Lions Club 13H

Paul Laurence Dunbar Fund

Elizabeth’s New LifeWomen’s Center Fund

The Emergency HousingCoalition Fund

Emmanuel LutheranChurch Fund

Far Hills Baptist ChurchFund

Farmersville United Churchof Christ Fund

Firefighters MuseumEndowment Fund

Five Rivers MetroParksFunds

Friends of AullwoodOperations Fund

Friends of the BeavercreekLibrary Building Fund

Ginghamsburg UnitedMethodist Church Fund

Good Shepherd MinistriesFund

Hoover Place BenevolentFund

Junior Achievement ofDayton and the MiamiValley Fund

Kettering EducationFoundation Fund

Mad River Road Fund

Miami Valley BaseballBuddies Fund

Miami Valley CareerTechnology Center Fund

Miami Valley-DaytonVeteran and Civilian HousingCooperation Fund

Miami Valley LiteracyCouncil Fund

Miami Valley UnitarianChurch Fund

The Miami Valley Women’sCenter

Montgomery CountyHistorical Society Fund

Neighborhood DevelopmentFund

Newspapers in EducationDayton Daily News Fund

Greg Nischwitz MemorialScholarship Fund

Carla Mathes PigattiMemorial Scholarship Fund

Patterson Park ChurchFund

St. Francis EpiscopalChurch Fund

St. Joseph Children’sTreatment Center Fund

Carillon Historical Park

Firefighters Museum

Five Rivers MetroParks

SHORT-TERM FUNDS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

Lima CommunityFoundation

Mercer County CivicFoundation

Springfield Foundation

Tippecanoe Foundation

Urbana CommunityFoundation

Vandalia-Butler Foundation

The Yellow SpringsCommunity Foundation

Ginghamsburg United Methodist Church

United Rehabilitation Servicesof Greater Dayton

St. Joseph Children’s TreatmentCenter

United RehabilitationServices of Greater DaytonFund

Victory Against Hunger Fund

Vineyard ChristianFellowship Fund

W.O.R.D.S. Radio ReadingService, Inc., Fund

AREA COMMUNITYFOUNDATIONS USINGTHE DEPOSITORY

Ten community founda-tions in the Miami Valleyused the services of theDayton FoundationDepository during 2001-02. These include:

Centerville-WashingtonFoundation

Clinton County Foundation

Greene Foundation

Yellow Springs CommunityFoundation

51

2001-2002 CONTRIBUTORS

Through The Dayton Foundation, hundreds of

individuals, foundations, businesses and other

organizations support activities that make a

positive difference in the lives of area residents.

In 2001-2002, contributions and additions to

all entities of The Dayton Foundation totaled

$60,440,693. The Governing Board extends its

gratitude to the many donors who contribute to

the Greater Miami Valley through The Dayton

Foundation.

Payne, Betsy Pence, EileenRandles, Bob Reardon, NaomiRobbins, Ralph D. Roehm,Robert Savage, AdolphSchmieder, Carol AnnSchneider, David Schuller,Aldine Shevchik, Scott NealSimpson, Bernard Singer,Carmilla Spano, Elizabeth LynnSpano, Robert Spiller, GregSutton, James Swormstedt,Larry Unger, Cynthia Verberg,Robert Wenger, HaroldWilhelm, Sr., Ophelia Wilson,James A. Wire, Irene BennertWright, William Zillich

GIFTS IN KINDLewis & Michael SecurityStorage, Lynne Pietz, SolveInteractive

OTHER CONTRIBU-TIONS AND TRANSFERSThis includes a range ofdonors – those contribut-ing to the Foundation’soperating fund, peoplegiving substantial foundingcontributions to establisha fund, those giving toalready established funds,and organizations andindividuals transferringfunds to Foundationaccounts.

A Helen & CharlesAbramovitz, Zack & MaizieAbuza, Mr. & Mrs. Ray Acus,Mr. & Mrs. Jack H. Adam, Mr.& Mrs. Benjamin Adams,

Advanced Background Checks,Inc., Advanced Benefit Plan-ning Inc., Khurshid & MaryJ. Ahmad, Sunna A. Ahmad,AIDS Foundation of the MiamiValley, Alan Scherr Associates,LLC, Joan E. Albrecht, Alco-hol, Drug Addiction andMental Health Services forMontgomery County, Aljer,Inc., Mr. & Mrs. CharlesAlleger, Dr. & Mrs. ArnoldAllen, Dixie J. Allen, AllianceCommunity Schools, Alliancefor Education, The AllynFoundation, Charles S. Allyn,Jr., Altick & Corwin Co. LPA,Altneu Financial Group, Inc.,Jeanne M. Amann, AmcastIndustrial Corporation,American Business Women’sAssociation, American Legion,American Psychological Asso-ciation, American Society ofEphesus, Brockman Anderson,Margery T. Anderson, Sue G.Anderson, Mr. & Mrs. WilliamS. Anderson, Angelus Invest-ment Club, AnonymousDonor, Anonymous Fund#17, The Antioch Company,Antioch School, Mr. & Mrs.E. Lynn App, E. Lynn AppArchitects, Appleton Papers,Inc., Arabic Club Foundation,Architecture Partnership, Inc.,Louis & Margaret Arko, ArmedForces Communications andElectronics Association Edu-cational Fund, Dr. & Mrs.Dwight Armstrong, MichaelS. Arnold, Arrow Wine,Association of Nature CenterAdministrators, Inc., Mr. &Mrs. Larry Atherton, A to ZAsphalt Contractors Inc., Mr.& Mrs. Donald L. Aukerman,

Marie S. Aull, AullwoodAudubon Center and Farm

B BCS Projects Unlimited, Inc.,B-W Greenway CommunityLand Trust, Gregg A. Bailey,Heather Bailey, Mr. & Mrs.Bruce Baker, Kenneth K. Baker,Mr. & Mrs. Joseph B. Baldasare,Mr. & Mrs. Robert F. Baldwin,Joyce L. Ballmann, Mr. &Mrs. Joseph E. Balmer, J.G.Bananno, Mr. & Mrs. LeslieS. Banwart, Barge, Waggoner,Sumner & Cannon, Inc., Dr.Robert L. Barker, Dr. & Mrs.Jerry B. Barnett, Mr. & Mrs.Thomas Barney, Mr. & Mrs.Gerard Barra, Barrar CarpetCompany, Robert I. Barrar, Fred& Joy Bartenstein, MarilynBarth, Mr. & Mrs. Art Bauer,Nicholas E. Bayer, Elsie M.Beachler, Mr. & Mrs. DanielBeachy, Mr. & Mrs. John Beals,Sally Beals, Brian Beatty &Jodi Harmon, BeavercreekCommunity Parks, Recreationand Cultural Foundation,Beavercreek Skate Park Team,Mr. & Mrs. John Beavers,Richard N. Bechtel, Mr. &Mrs. Robert E. Beck, BrianW. Beebe, Marilouise Beeman,James N. Beerbower, JaniceI. Beers, Michael Begley, Mr.& Mrs. Roy W. Begley, Jr., Mr.& Mrs. Steven L. Beinlich,Gregory R. Bell, Molly Bell,Belmont Business Association,Sam & Elinor Benedict,Benjamin F. Yale & AssociatesCo. LPA, Carlene M. Bennett,Mr. & Mrs. Omer Berger, Mr.& Mrs. Stan Bernard, GlennBerndt, Mr. & Mrs. RobertBernhard, Jr., Berry Invest-ments, Inc., Charles D. Berry,

David L. Berry, George W.Berry, Janice J. Berry, John &Shirley Berry, John W. Berry,Sr., Richard L. Berry, LorenM. Berry Foundation, RobertM. Bertke, Beth AbrahamSynagogue Foundation,Bethlehem Lutheran Church,Eugene W. Betz, Mr. & Mrs.Theodore Bible, Mr. & Mrs.John F. Bieber, Thomas J.Biedenharn, John W. Bierman,Catharine French Bieser, Mr.& Mrs. Irvin G. Bieser, Jr., Mr.& Mrs. David M. Bingham,Catharine Bieser Black, Mr. &Mrs. Terrell C. Black, Mr. &Mrs. Theodore R. Black, Jr.,Mr. & Mrs. Thomas Blalock,Blanchard Valley RegionalHealth Center, James Bliese,Mr. & Mrs. H. David Blum,Mr. & Mrs. Dale Bockhorst,Jorge Bogantes, Charles H.Bohl, Steven Bohl, Karen A.Boitnott, Arthur B. & JeanneS. Bok, Mr. & Mrs. William B.Bok, L. Wesley Boord, John &Marna Bosch, Bosma Machine& Tool Corporation, Keith E.Bowers, Lester Bowers, Mr.& Mrs. Sidney Bowers, Mr.& Mrs. Todd E. Bowers, Mr.Peter J. Boyle, Jr., BrackettBuilders, Inc., Mr. & Mrs.Brian Brandewie, William R.Brane, Mr. & Mrs. JosephBraun, April L. Brayton, Mr.& Mrs. Lawrence Brazie,Janet Brewer, Mr. & Mrs.William Brewer, Bridge Min-istries Brighter TomorrowFoundation, Inc., ChristieBrightwell, Thomas Brightwell,Jr., Charles L. Brinkman, Dr.Jane Britt, William H. Broad,III, Broadway P.A.L.S., J.

CONTRIBUTIONS RE-CEIVED IN HONOR OFThomas Green, DonaldGross, Kiki Kramer (Granger),Marvin Olinsky, KimberlySeger, Heidi Silvers, BethSnyder, Bob & Jackie Wahl,Dr. & Mrs. Philip Weisman,Deceased T.O.M. ClubMembers

CONTRIBUTIONS RE-CEIVED IN MEMORY OFJackie Ahlers, Deane Ault,Clyde Bankston, WarrenBelleman, Margaret LouiseBergman, Billy Berks, JosephBertotti, Charles J. Blank, BasilBlizzard, Skip Block, WilliamBrane, Charles Brooks, LouisBrown, Marty Brown, C. RayBryan, Joseph Carey, CarlCarlisle, Victor Cassano,Joseph Chechler, PhilipClawson, George Cooper,Carol Fox Creager, Leonard

Danis, Dennis Deahr, Jack A.DeVelbiss, Charity Earley, ElsieEmslie, John Farnbacher,Carol Ann Forrest, JeanetteGaston, Paul Geske, B.P.Gibson, Dick Gushman,Phyllis Gustafson, ClarkHaines, Larry Harmon, Dr.Elizabeth Heeter, Paul Holl &Margaret Van Horn, HaroldHoy, Kathy Clemens-Huston,August Iannarino, KarenIngle, Hazel Cole-Jones, JohnKalaman, Kathy JohnstonLong, George E. Kuhn,William Paul Kurtz, Paul E.Lacouture, Michael Landis,Alberta Copeland Lewis,Lloyd Lewis, Jr., MortonLewis, Thomas E. Maher, Sr.,Lucia McGregor, KatherineMorris Meredith, WilliamMeyer, Rick E. Molfenter,Sarah Moore, Byron M.Morton, Robert E. Nessle,George O’Brien, ThomasOrendorf, Barbara Paddock,Eleanor Parnell, William

CONTRIBUTORS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

52

Thomas Broadwell, BroadwingTechnology Solutions, Mr. &Mrs. Thomas A. Brockman, Mr.& Mrs. Gerald A. Broering, Mr.& Mrs. James A. Broering,Cicily B. Brogan, William J.Brogan, Mr. & Mrs. DavidBrooks, Mr. & Mrs. FrederickBrooks, Mr. & Mrs. GeneBrooks, Brookville RotaryClub, Brown & Bills Archi-tects, Inc., George C. Brown,Mark Brown, Mr. & Mrs.Robb M. Brown, Mr. & Mrs.Sam Brown, Mr. & Mrs.Stephen Brown, Brown-Warren Business Association,Shirley Brubaker, CatherineBrunner, Steve & June Bryan,Mr. & Mrs. Ken Bryant, BSW,Inc., Mr. & Mrs. Carl R.Buckhannon, Mr. & Mrs.Edward Bucnis, Mr. & Mrs.Stanley Budke, Jr., Mr. & Mrs.Robert E. Buerger, Leucile G.Buhler, Burkhardt/SpringfieldNeighborhood Association,Burkhart’s Greenhouse &Garden Store, Mr. & Mrs.James E. Burkholder, Fred J.Buschemeyer, Jr., James &Elizabeth Butts, BWXT ofOhio, Inc., Mr. & Mrs. MichaelK. Byrd, Mr. & Mrs. John Byrne

C Frank R. Caccamo, LysleD. & Jean M. Cahill, Jean LucCaillat, Caleb’s Enterprises, Mr.& Mrs. Michael Cales, JohnR. Callander, Cannarozzi &Associates Agency, Inc. Insur-ance & Financial Products,Mr. & Mrs. Joseph Caperna,Mr. & Mrs. Frank Capps,Cardinal Foundation, CarolE. Carlson, David R. Carr,C. Patrick Carroll, RichardCarroll, Cassano’s Inc., Anne

M. Cassano, Mr. & Mrs.Joseph R. Cassano, Dr. &Mrs. William G. Cassel, Mr.& Mrs. Joseph Castellano,Catch the Building Spirit,Hampden W. & Erma R.Catterton Fund, Mr. & Mrs.Brian Caufield, Mr. & Mrs.David Cavanaugh, Centerville-Washington Township His-torical Society, Centerville/Washington Township Police& Firefighters Fund, CentralCoca-Cola Bottling Company,Inc., Mr. & Mrs. CharlesChalfant, Mrs. Phillips K.Champion, Ken & PegChampney, J. Andrew Chance,Jane Chance, Mr. & Mrs.Francois A. Charles, DeborahB. Chase, ChemFirst Founda-tion Inc., Chestnut Wholesale,Inc., Roy Chew, Children’sScholarship Fund, Choices inCommunity Living, Inc., KunilC. Chung, Church of the GoodShepherd, Church of the HolyAngels, Church’s Flower Shop,Inc., Mr. & Mrs. RichardChurch, Jr., Cisco FoundationMatching Gift Program, Cityof Centerville, City of Dayton,City of Vandalia, Jerry Clark,William A. Clark, Mr. & Mrs.Wilson Clark, John Clausing,Code Credit Union, LelandM. Coe, John E. Coleman, Mr.& Mrs. John W. Coleman,Mary Jo Coleman, COLEPAK,Inc., College IndependenceFund, Mr. & Mrs. DonaldCollett, Robert E. Collins,Colorado Avenue BaptistChurch, Mr. & Mrs. FrenchCombs, Committee to ElectEdythe Lewis, Committee toElect Lloyd E. Lewis, Donald

M. Compton, Gloria G. Conard& Lee Ann Conard, Mr. &Mrs. John Condit, RoderickF. Condon, II, CongressionalArt Competition, Virginia R.Conlogue, Mr. & Mrs. RobertM. Connelly, Mr. & Mrs. JamesConner, Reeve S. Conover,Mr. & Mrs. Davis G. Conrad,Mr. & Mrs. Stephen Cook,Copeland Corporation,Timothy O. Cornell, VincentM. Corrado, William A. Corrao,Mr. & Mrs. Thomas Costa,Rebecca B. Coughlin, CountyLine & Dorothy Lane Shell,Mr. & Mrs. John Crabtree,Thomas A. Creager, Nick G.Crnkovich, Clarence Cross,Mr. & Mrs. L. William Crotty,Mr. & Mrs. William M. Crotty,Mr. & Mrs. Bruce Curry, Mr. &Mrs. William H. Cuthbertson

D Mr. & Mrs. Robert E. Daley,Ruth A. Daneman, ChristopherJ. Danis, Genevieve E. Danis,Helen T. Danis, The Thomas& Mollie Danis Foundation,David Schepps Marketing,Inc., David’s United Churchof Christ, Nicholas E. Davis,Reverend & Mrs. Dawes,Dayton Area School Employ-ees’ Federal Credit Union,Dayton Art Institute, DaytonBach Society, Dayton Cradle ofCreativity, Dayton Ministriesin Higher Education, DaytonOpen, The Dayton People’sFund, Dayton Power & LightCompany, Dayton RotaryClub Foundation, DaytonSuperior Corporation, C. H.Dean & Associates, Inc.,Robert Dean, Mr. & Mrs.Ronald Deatrick, Mark J.Debreceni, Evelyn B. Dell,

Delphi Automotive Systems,Rose Marie DeMange, Mr. &Mrs. Thomas M. DeMange,William F. & Martha A.DeMange, John Demos,Dempsey Industries, Inc.,John E. Dempsey, Mr. & Mrs.Duane E. Denlinger, Mr. &Mrs. Alvin L. Denman, DonnLocke Denman, Priyakant K.Desai, Gail M. Despain, SusanM. Despain, Mr. & Mrs.Warren Deuber, Mr. & Mrs.Terrence Devlin, Richard A.& Diane DeWall, Mr. & Mrs.Kevin Dewine, Mr. & Mrs.James DeYoung, GeraldDibert, Kenneth Dibert, Mr.& Mrs. Stephen J. Dicke,Digitron Inc., Mr. & Mrs.Richard E. Dill, II, Mr. & Mrs.Ross Alan Dillahunt, Mr. &Mrs. James Dillon, Mr. & Mrs.Jack Dingus, Patty S. Dinsmore,Mr. & Mrs. Stephen Diorio, Mr.& Mrs. Daniel W. Dittman,John Dixon, Mr. & Mrs.Charles Dodsworth, Dolly,Inc., Dominion Foundation,Robert J. Doncaster, Mr. &Mrs. Donald J. Donoher,Michael A. Downing, ThomasDowns, Dragon Carpet Res-toration & Cleaning, Mr. &Mrs. Meyer Dreety, DrogueriaCentral, Inc., Herbert S.DuCovna, Edward J. Dudley,L. Eugene Duff, Mr. & Mrs.James T. Duffin, Michael P.Dugan, Duggan Homes, Inc.,Mr. & Mrs. Bruce E. Duke,Mr. & Mrs. Herbert Dunayer,Dr. & Mrs. John A. Dutro,Mr. & Mrs. Daniel W. Duval,Heather A. Dyar, Mr. & Mrs.Thomas Dysinger

CONTRIBUTORS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

JOHN A. BECKERELECTRIC COMPANYFAMILY FUND

Thomas E. Beckercreated the John A.Becker ElectricCompany FamilyFund in memoryof his father, whoestablished thecompany in 1920.Since then, Beckerand his son, ThomasJ. Becker, haveawarded more than$262,000 in grantsto organizationsthey care about.

From left: Thomas E.Becker and Thomas J.Becker at Becker ElectricSupply Company indowntown Dayton.Shares of the company’sstock were used to cre-ate the fund in 1984.

“BECAUSE OUR COMPANY HAS BEEN

FAMILY OWNED FOR 82 YEARS, IT’S ONLY

NATURAL TO HAVE MY SON INVOLVED INGRANTMAKING DECISIONS AS WELL.OUR GOAL IS QUITE SIMPLE: WE JUST

WANT TO HELP PEOPLE. DAYTON IS AGREAT PLACE TO LIVE, AND THROUGH

THE FUND, WE CAN DO OUR PART TO

KEEP IT THAT WAY.”

– THOMAS E. BECKER

“THIS FUND GIVES OUR FAMILY AND OUR

COMPANY THE MEANS TO SUPPORT CAUSES

AND ISSUES OUR EMPLOYEES AND FRIENDS

BELIEVE IN. AND WE’RE PROUD TO BE

DOING IT IN MY GRANDFATHER’S NAME.”

– THOMAS J. BECKER

5353

54

Gem City Key Shop, Inc.,Gem City Medical DentalPharmaceutical Society (ofDayton, Ohio) Inc., Mr. & Mrs.Robert A. Gemin, GeneralFund-Bank One, Ohio TrustCompany, N.A., GenesisFoundation, Kay A. George,Theresa M. George, Mr. & Mrs.Gary L. Gepfrey, KathleenM. Gepfrey, Carlson Gerdau,German Burke KulkarniOrthodontics, Inc., W.L. GeuyLand Surveying, Jane W. Geyer,Joan Gianopulos, AnnMacDonnell Gibson, PamelaS. Gibson, Mr. & Mrs. Lyle E.Gilbert, Richard J. Gilbertson,David Gilchrist, Thomas H.Gillaugh, Karla L. Gilman,Clarence I. Giuliani, NeilGlass, Glimcher Properties Ltd.Partnership, Barbara PflumGobrail, Virginia L. Goebel-Fisher, Steven F. & MarilynJ. Goens, Shirley M. Gogle,Good Samaritan Hospital& Health Center, DennisGorman, Mr. & Mrs. J. MichaelGorman, James T. Gorman& Barbara Pugliese, Gorman-Hewitt-Ayars Memorial Fundof United RehabilitationServices, Mr. & Mrs. IstvanGorog, Mr. & Mrs. Peter Gorog,Mr. & Mrs. William F. Gorog,Madonna W. Goss, Mr. &Mrs. Gary W. Gottschlich,Mr. & Mrs. William I. Graham,Rear Admiral & Mrs. AndrewA. Granuzo, Benjamin S. Gray,Edman L. Gray, Elizabeth B.Gray, Greater Dayton MentalHealth Foundation, GreaterDayton Real Estate InvestorsAssociation, Mr. & Mrs. RobertA. Green, Greene County

Auditor, Greene County CareerCenter, Greene County Com-munity Foundation, GreeneFoundation, Anne Greene,Garry A. Greene, GreenerPastures Foundation, Dr. &Mrs. Arthur Greenfield,Greenhouse Garden Center,Inc., Mr. & Mrs. Donald L.Grieshop, Kirk M. Griffith,Jim D. Grimm, Mr. & Mrs.James Grisez, Charles P. Groff,Lisa M. Gross, Mr. & Mrs.Albert Grulick, Connie Guess,Randall Gunlock, Mr. & Mrs.Max Gutmann

H John S. Haddick,Hafenbrack Marketing &Communications, Inc., HelenH. Hageman, Mr. & Mrs.William H. Hagenbuch, Mrs.Cuemyle M. Hale, Mr. & Mrs.William Hale, Mary FrancesHamilton, D. JacquelynHammond, Mr. & Mrs. PhilipHanus, Charles P. Harbottle,Mary Ellen Hardies, LulaHardy, Edith H. Harmon,Glenna J. Harmuth, Tammy L.Harned, Martha J. Harrison,Harvest Assembly of God,Gary Hatfield, Thomas R.Haugsby & Linda J. Hall, Mr.& Mairs. Jay S. Haverstick,Clifton Hawkins, RuthHawley, Douglas L. Hawthorne,Lawrence John Hayes, Mr. &Mrs. Jon G. Hazelton, Mr. &Mrs. Calvin Heard, Dr. ThomasA. & Debra K. Heck, Mr.& Mrs. Robert Hefelfinger,Eugene D. Heflin, MichaelW. Heitzman, Edward Helms,Karen E. Hendricks, GlennysA. Henry, Lois Henson, J.Stephen Herbert, Dorothy M.Herbst Fund, Viva Herriman

Fund, Mr. & Mrs. WalterHibner, Mr. & Mrs. William G.Hibner, Jr., Robert E. Hickey,Jr., S. H. Hickman, AlfredHicks, II, Carol V. Siyahi Hicks,Hidy Honda, HieronymusFamily Fund, Inc., HarrietHieronymus, Mr. & Mrs.Douglas A. Hill, Mr. & Mrs.Taylor Hill, Carol J. Hinton,Historic South Park, Inc.,Dorothy J. Hitchcock,Hithergreen Senior Centerof Washington Township,Harry R. Hittner, WilliamH. Hobart, Jr., Mr. & Mrs.James R. Hochwalt, Jerome P.Hochwalt, Everett J. Hodapp,Jr., Larry Hodapp, Mr. & Mrs.Cyril J. Hoehne, Charles E.Hoffman, Eugene A. Hollen-camp, Nicholas C. Hollen-kamp, Mr. & Mrs. Frank W.Hollingsworth, Mr. & Mrs. C.E. Hollis, David R.& Nancy L.Holmes, Mr. & Mrs. ThomasA. Holton, Teresa T. Holton,Holy Trinity-St. NicholasChurch, Holy Trinity CatholicChurch, Al H. & Olive I.Homan Fund, Homes ByBills Simms, Inc., Gordon H.Honeyman, Sharon L. Honnert,Hope Foundation of DarkeCounty, Mr. & Mrs. John G.Hopkins, Mr. & Mrs. PeterHoran, Ralph D. Horn, MayeE. Horning, Charlotte V.Horwitz, Nelson J. Houck,Houser Asphalt and Seal-coating, Victor Howarah, Mr.& Mrs. Cedric Howard, Mr.& Mrs. Thomas Howley, Mr.& Mrs. John Hubbell, HuberHeights Rotary Club, James P.Huchison, Mr. & Mrs. JosephJ. Hudec, James P. & Suzanne

P. Hudson, Robert J. Huels,Jane B. Huffman, Mr. & Mrs.Louis V. Huffman, WilliamAnthony Huffman, HuffyCorporation, The HuffyFoundation, Inc., Arlene J.Hughes, Doris Hulman,Humane Society of GreaterDayton, Lynn A. Hunter,Frances P. Hussey, Mr. & Mrs.Richard S. Hutchinson, JohnF. Huyck, Brinton L. Hyde,Nathan F. Hyde, Martin H.Hydell, Mr. & Mrs. Allen Hye

I I Supply Company, TheIams Company, The IddingsFoundation, Indicator Foun-dation, Mr. & Mrs. Scott Ingle,Dorothy M. Ingram, KennethL. Ingram, Mr. & Mrs. D.Jeffrey Ireland, Ellen Ireland,Mr. & Mrs. Steven C. Ireland,Janet Irie, Jan Isaacson, JoyF. Isaacson

J Mr. & Mrs. John Jackson, Mr.& Mrs. James L. Jacobson, Mr.& Mrs. John Jahoda, Barry R.James, Frank E. James, Jr., Mr.& Mrs. Richard Janowiecki,Karen Rust Jarvis, RobertJasper, Jan Jay, JCJ, Inc., JeffWray Architects, Inc. Mr. &Mrs. Nathan Jenner, M.E.Joefreda, Mr. & Mrs. DavidJohnson, Johnson WeldedProducts, C. Terry Johnson,Mr. & Mrs. David Johnson,Dwight & Akemi Johnson,Lilli Ann Johnson, Mr. &Mrs. Raymond C. Johnson,Wendy R. Johnson, WilliamM. Johnson, Jokers ComedyCafé, Carolyn H. Jones, Mr.& Mrs. Charles A. Jones,Cindy Rae Jones, Mr. & Mrs.Eugene Jones, Lemuel Jones,Dr. & Mrs. Mason S. Jones,

Finton, First Christian Church,First Presbyterian Churchof West Carrollton, Rita A.Flahive, Mr. & Mrs. AndrewL. Flanagan, Eric A. Flasher,Mr. & Mrs. Richard Flax,Georgia T. Floridis, TheodoreF. Floridis, Deana L. Floyd, Mr.& Mrs. William H. Focke,Hon. & Mrs. Patrick Foley,Thomas K. Folsom, RobertF. Fooksman, Thomas B.Fordham Foundation, FortMcKinley United MethodistChurch, Lorraine D. Fortner,Arthur E. Frame, FranciscanFoundation, Fraternal Orderof Eagles Ladies Auxiliary 321,Free Christian Church of God,Daniel P. French, Mr. & Mrs.Don Frericks, Sr., RoselynFrericks, Friends of AullwoodEndowment Fund, Friendsof Aullwood Inc., Friends ofAullwood Operations Fund,Friendship Village, Mr. &Mrs. Gary L. Froelich, Mr.& Mrs. Robert M. Frost,Veronica H. Frost, Mr. & Mrs.Farley Frydman, Mr. & Mrs.Jeffrey Fueger

G Mr. & Mrs. Richard Gagan,Mr. & Mrs. John Gaglion,Elaine K. Gaglione, Thomas A.& Susan J. Gagnon, NicholasGalakatos, Jennie J. Gallimore,Michael J. Gapinski, TheGarden Conservancy, MichaelGardner, Hilton G. Garner,B. Joanne Garrety, Mr. & Mrs.David A. Gasper, Steven L.Gast, Mr. & Mrs. William H.Gast, Colin & Lori Gatland,GCCC Adult EducationScholarship Endowment Fund,Inc., Mr. & Mrs. Charles H.Gebhardt, Sonja O. Gegel,

E Eastgate Ford Inc., EastwayCorporation, Harry G. Ebeling,Mr. & Mrs. Jack Eddington,Mr. & Mrs. Alvin C. Eder,William A. Edmundson, Mr. &Mrs. Stan Eichenauer, MelvinC. Eifert, Mr. & Mrs. RobertEisele, William J. Eisenhauer,Dr. & Mrs. Daniel W. Elliott,Dr. & Mrs. Harley M. Ellman,Emergency Housing CoalitionFund, Emery Worldwide,Kathleen J. Emery, EmmanuelCatholic Church, Engineeringand Science Foundation ofDayton, Engineers Club ofDayton Foundation, Engle-wood Florist & Gift Shoppe,Episcopal Friends of Habitatfor Humanity, EquestrianTherapy Program, James H.Erbaugh, Mr. & Mrs. MichaelErbaugh, Michael E. Ervin, Mr.& Mrs. Michael Etter, Jean A.Evans, Jesse Evans, CharlesE. Exley, Jr., Mr. & Mrs. JohnW. Ey, Mr. & Mrs. John Eyre

F Mr. & Mrs. ChristopherFahy, Mr. & Mrs. Richard Fair,Fairborn Buick Pontiac GMC,Fairborn Rotary CommunityFoundation, Fairwood Village,Fanning/Howey, Farmers& Merchants Bank, FarrellBrokerage Co., Helen B.Farrenkopf, Fat Jack’s Pizza,James Faulconer, HeatherFeatheringham, Kirk L.Febus, Federal Flooring Co.,Louis W. Feldmann, III, Dr.& Mrs. H. Allan Feller, Mr.& Mrs. Robert Fenning, JoeT. & Judith B. Fergus, Mr. &Mrs. Jack Fiala, FidelityOrthopedic, Fifth Third Bankof Western Ohio, R. PeterFinke, Chester E. Finn, Sara

CONTRIBUTORS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

55

Lexis-Nexis, Liberty SavingsBank, Kurt D. Lieberman, Mr.& Mrs. Mark Light, NancyLiley, Lima Area Bike Safe,Lima Community Foundation,Lima Junior Service League,Inc., Lima Memorial Hospital,Lima Sertoma SponsorshipFund, Inc., Lima TechnicalCollege, Cheryl Linnan, LionApparel, Inc., Lions ClubsInternational Foundation,Mr. & Mrs. Joe Litvin, LJBEngineers Architects, Mr. &Mrs. Daniel E. Long, DeniseM. Long, Mr. & Mrs. DouglasLowe, Mr. & Mrs. WilliamLummis, Margaret G. Luther,Richard E. Luthman, Mr. &Mrs. Michael Lynch, JuliaAnna Lyons

M M & K Strategies, Inc.,M.W. Enterprises, Inc., Dr. &Mrs. Gale T. Mabry, SharonMacDonald, Mr. & Mrs. JohnW. MacDonell, Martha S. &Alexander D. MacDonell, Jr.,Mr. & Mrs. Parker MacDonell,J. Terrence MacEwen, Mr. &Mrs. James Mackay, WillaMarie Magner, Thomas E.Maher, Sr., Mail Boxes Etc,Leo E. & Ann June MainvilleFund, George J. Maly, Jr.,Jennifer Manning, Mr. & Mrs.Timothy P. Mannix, AnthonyMantia, Mary Mikesell Mapp,Mr. & Mrs. Joseph Marcum,Robert S. Margolis, Mr. &Mrs. Wayne H. Marks, Mr. &Mrs. Pete Marras, Mr. & Mrs.Edward L. Marrinan, III,Lawson E. Marsh, Larry D.Martin, Mr. & Mrs. RichardMartin, Charles N. Marvin, Mr.& Mrs. Christopher Mason,Elsie J. Mason, Mary C.

Mathews, Alma J. Matthews,Mr. & Mrs. Jeff Matthews,John K. Matthews, Jr., Mr.& Mrs. Kevin J. Mattis, Mr.& Mrs. Scott Mattis, TatjanaMauch, Gordon T. Maupin,Mr. & Mrs. Kenneth F. May,Kathy E. Mays, Mr. & Mrs.John McCabe, Betsy McCallister,William A. McCartney,Carol J. McClarty, ShawnMcClintock, Mr. & Mrs.William K. McCormick, Mr.& Mrs. Kevin D. McCoy, Mr.& Mrs. Earl McDaniel, KevinL. McDonald, Mr. & Mrs.Clarence McGill, McGohanBrabender, Inc., Patrick L.McGohan, Mr. & Mrs. BruceMcKenzie, Mayor Rhine L.McLin, Mr. & Mrs. Dan H.McMillan, MCMSA Founda-tion, Mr. & Mrs. Charles R.McNamee, Paul McStallworth,H. T. Mead Foundation, TheMead Corporation, The MeadFoundation, MeadWestvaco,MeadWestvaco Foundation,Med America Health Systems,Dale & Karen Medford, Mar-guerite K. Meeker, Walter K.Meeker, Dan Meininger, Mr.& Mrs. Matthew F. Melko, Mr.& Mrs. Tom Melzoni, Mr. &Mrs. Herman Menapace, Dr.& Mrs. Robert Mengerink,Elaine Mercurio, Mr. & Mrs.James Meredith, ThomasO. Metz, Richard J. Metzgar,John Meyer, Meyer-Boehmer& Feucht Funeral Home,S J Meyer & Associates Inc.,Miami Valley Career Tech-nology Center, Miami ValleyCareer Technology CenterFoundation, Miami ValleyFund, Miami Valley Military,

Miami Valley Military AffairsAssociation, Miami Visual ArtsFoundation, Miamisburg Boardof Education, MiamisburgSchools Education Foundation,Miamisburg Spring Fling, Mr.& Mrs. Gerald R. Michael,Mr. & Mrs. John A. Michael,Sue Anne Michael, MicrosoftGiving Campaign Program,Mr. & Mrs. David K. Miller,Geraldine L. Miller, Mr. & Mrs.J. Mart Ey Miller, James A.Miller, Jane M. Miller, Lori L.Miller, Mr. & Mrs. Richard E.Miller, MillerValentine Group,Miller-Valentine-Walsh Fund,Mr. & Mrs. Stephen Milliken,Robert W. Mills, Jr., Milton-Union Boosters, Milton-UnionEducation Foundation, JeffreyJ. Mims, Jr., Thomas C. Minnich,Rodger B. Mishler, The Mis-sionary of Zion Baptist Church,Mr. & Mrs. John Mitchel, Mrs.Terry C. Mitzman, Mr. & Mrs.Jerome Moeder, Joseph A.Moell, Elsie S. Mommsen,Monarch/Genesis Fund,Marcia W. Monnier, Mr. &Mrs. Bernard Monnig, E. LeeMonnin, Montgomery CountyAuditor’s Office, MontgomeryCounty Board of MentalRetardation & DevelopmentalDisabilities, MontgomeryCounty Police Chiefs Assoc.C/O Centerville PoliceDepartment, MontgomeryCounty Science Day, MooreFoundation, Mr. & Mrs. PaulE. Moore, Moose Riders ofDayton Lodge No. 73 LoyalOrder of Moose, Martin O.Moran, Gwendalyn Morgan,Jane M. Morgan, Lee & VickiMorgan, Mr. & Mrs. Hal C.

Morris, MotorWerks, MountAuburn Neighborhood Asso-ciation, Richard Mugge, SharonMullins, Raymond J. Munger,Patrick J. Murnen, ClariceMurphy, Mr. & Mrs. DarrellL. Murphy, Denetta K. Murray,The Muse Machine, ElaineC. Musick, Eleanor H. &Raymond L. Must, PriscillaMutter, Mr. & Mrs. JamesMyers

N National Casa Association,National City Bank, NationalCity Mortgage Company, Mr.& Mrs. Michael Nawroth,NCR Foundation, Mr.&Mrs. James Neef, Mr. & Mrs.David L. Neer, Robert S. Neff,Neighborhood LeadershipInstitute, Greg A. Nelson,Nelson Mead Fund, NancyNerny, Mr. & Mrs. Robert E.Neumeister, Bob & LindaNevin, Joyce Staley Newcomb,William Newcomb, WilliamJ. Newill, Newman CatholicStudent Association, News ForStudents Foundation, RobertH. Newsock, Newspapers InEducation Dayton Daily News,Nick G. Nicholas, Mr. & Mrs.Thomas Nicholas, Mr. & Mrs.Tony G. Nichols, Mr. & Mrs.Shaun P. Nicholson, Mr. &Mrs. Mark A. Nickley, CynthiaA. Niekamp, Greg A. Nijak,Mr. & Mrs. Harry Niles, GeneA. Ninnemann, Ronald L.Nischwitz, Mr. & Mrs. MichaelNoll, Missie L. Norris, North-ern Redcrest, Northmont Edu-cation Foundation, NorthmontRotary Club Charitable Trust,Northmont Soccer ParentsAssociation, Northridge Opti-mist Club, Inc., Thomas S.

Neil Jones, Robert & KarenJones, Warnella T. Jones, E.W. Jordan, Junior League ofDayton, Inc., Mr. & Mrs.Robert R. Jurick

K Mr. & Mrs. David A.Kantor, Mr. & Mrs. NeilKantor, Mary F. Karr, Mr. &Mrs. Elias M. Karter, Mr. &Mrs. Edwin L. Katz, Mr. &Mrs. Stanley J. Katz, Marie E.Kaucher, Mr. & Mrs. RobertKaucher, Patricia Keeney,Helen E. Jones-Kelley, HowardC. & Marie S. Kelly Fund,Bernice L. Kem Estate, Dr.& Mrs. M. Richard Kem, Mr.& Mrs. James R. Kennedy,Mr. & Mrs. William Kern,Mr. & Mrs. Robert Kernan,Kettering Adventist, KetteringEducation Foundation,Kettering Fairmont HighSchool PTA, Kettering Fund,Virginia W. Kettering, KeyBank National AssociationAccounts Payable, Kforce, Inc.,Warner H. Kiefaber, Jr., Mr. &Mrs. Steven C. Kieffner, RobertB. Killen, Alice L. Kimmel,Edward D. Kimmich, NorrisKindell, Ann M. King, Mr.& Mrs. Peter King, Mr. &Mrs. Robert S. King, Don &Donna Kinlin, Robert &Enis Kissinger Fund, MaryH. Kittredge, Roger Kitzman,Rudolph J. Klein, Mary L.Klippert, Adele V. Kloth,James C. Knapke, Knightsof Columbus Council 3724,Aaron L. Knoll, Herman C.Knoll, Joan Knoll, Mr. &Mrs. Douglas Knue, John F.Koepke, III, Gordon F. Kohls,Stephen Kohls, Laura Koller,Mr & Mrs. Robert F. Koogler,

Kurt & Lisa Koslowski, Mr.& Mrs. Brad Kraft, TheLouise Kramer Foundation,Mr. & Mrs. Robert R. Kretz,Karen Kreusch, Mr. & Mrs.Thomas E. Kreusch, David E.Krichbaum, Sue Krichbaum,Mr. & Mrs. Robert Kronauge,Russell E. Kross, CharityKrueger, James L. Kuhlman,Kuhns Brothers CompanyFoundation, M. EdwardKuhns, Kurz-Kasch, Inc.,Mr. William D. Kussman,Mr. & Mrs. Howard Kyle,Mr. & Mrs. James H. Kyle

L Jeannette Lacouture,Gaitanina C. LaFalce, Mr.& Mrs. Paul H. Lamberger, Mr.& Mrs. Stephen Lammers,Judith A. LaMusga, Mr. &Mrs. Howard Lance, Mr. &Mrs. Thomas E. Landgren,Landmarks Foundation ofCenterville-WashingtonTownship, Clarence & JudithLapedes Family Foundation, Mr.& Mrs. Wilbert L. Lapp, Mr. &Mrs. William LaPrise, Mr. &Mrs. John D. Laufersweiler,Mr. & Mrs. Thomas J.Laufersweiler, Mark & EstherLawner, Mr. & Mrs. CharlesLawton, Mr. & Mrs. LarryLeFevre, Mr. & Mrs. FrancisWayne Lehar, William J.Lehman, Dr. & Mrs. James T.Lehner, Charles Leidy, Mr. &Mrs. Albert W. Leland, ValerieA. Lemmie, Mr. & Mrs. JamesF. Lenz, Charles Leone, Mr. &Mrs. John Lesko, Levin FamilyFoundation, Levin PorterAssociates Inc., Jeffrey A.Levitetz, Mr. & Mrs. CharlesLewis, Edythe Lewis, LillianS. Lewis, Robert D. Lewis,

CONTRIBUTORS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

56

Robert & Jean Penny, PeoplesSavings Bank, Mary Ann D.Pera, Dr. & Mrs. R. GordonPerkins,Virginia B. Peterson,L. Douglas Petitt, Richard E.Pfennig, PFLAG, William D.Pflaum, Esther M. Philhower,Mr. & Mrs. Dennis Phillips,Mr. & Mrs. George E. Phillips,Joe C. Philon, PhysiciansCharitable Foundation of theMiami Valley, Pickrel Bros.Inc., Ann T. Pickrel, Mr. &Mrs. Benjamin M. Pickrel,Mr. & Mrs. Daniel A. Pickrel,Mr. & Mrs. James Pickrel,Janet M. Pickrel, Mr. & Mrs.John S. Pickrel, Pickrel,Schaeffer & Ebeling, Mr. &Mrs. Thomas R. Pickrel, Mr.& Mrs. Timothy J. Pickrel,Mr. & Mrs. Jeffrey Pietz,Pinnacle Architects, Alan F.Pippenger, Mr. & Mrs. PaulF. Pirrung, Mr. & Mrs.Sanford H. Pliskin, MaryCatherine Plogman, MarleneJ. Poeppelmeier, Dr. & Mrs.R. W. Poeppelmeier, CorrineC. Poeppleman, Mr. & Mrs.Mark Poeschl, Richard B. &Carol Pohl, Jr., Mr. & Mrs.William H. Pohlman, Mr. &Mrs. Timothy C. Polley, Dr.& Mrs. David H. Ponitz, Mr.& Mrs. Darin Pope, JoyceAnn Porter, Walter A. Porter,Porter, Wright, Morris &Arthur, Dean B. Powell, CindyPretekin, Carol R. Prevost,Harold S. Prigozen, Procter& Gamble, Proforma, MaryPryor, Mr. & Mrs. ChrisPulos, Karen K. Purdum,Vickie S. Putnam, Mr. &Mrs. Donald Pyles

Q Queen of Martyrs Church,Quintessential Advisors, Ltd.

R R & Z Vending, Inc.,R.M.C.C. of the Miami Valley,Inc., John W. Raisbeck, SheilaRajaratnam, Dr. & Mrs.Robert E. Rankin, Joe W.Ratterman, Ralph & BessieAull Reahard MemorialFund, James P. Reber, WilliamL. Reck, Sally H. Reeder,Robert H. Reeves, RegentSystems, Inc., Frank & HelenReibold Memorial Trust Fund,Widener Reichard, Mr. &Mrs. James Reidel, Lynne C.Reilly, Renewed Life in ChristChurch, Mr. & Mrs. FredRequarth, Resident HomeAssociation for the MentallyRetarded of Greater Dayton,Ruth C. Reutinger, Rex StoresCorp, Reynolds & ReynoldsEmployee Foundation, Lt.Gen. Richard V. Reynolds,Mr. & Mrs. John C. Riazzi,Gertrude H. Rice, Harry C.Richards, Robert W. Richards,The Roger Richman Agency,Inc., Florence M. Rickard,Edward J. Riechman, Mr. &Mrs. Douglas Riegel, EstherRiesser, Joy N. Rigot, RikeFamily Fund, Mr. & Mrs. PaulRindler, Sue F. Rinehart, Mr.& Mrs. Brian Ripperger, Mr.& Mrs. Kenneth Ritchey,Riverdale Optimist Club ofDayton, Ohio, Robbins &Myers Foundation, JamesA. Roberson, Jr., Nancy A.Roberson, The Roberts Foun-dation, Roberts Oldsmobile-Cadillac, Inc., Mr. & Mrs.Burnell R. Roberts, Mr. &Mrs. Chester Robinson, II,Francine T. Robinson, Mr.

& Mrs. Ronald Robinson,Rockefeller Brothers Fund,Inc., Joseph M. Rodgers, Mr.& Mrs. Scott Rodgers, Mr. &Mrs. James Roepken, Mr. &Mrs. Mark Rogal, AnthonyM. & Sandra L. Rogers, Mr.& Mrs. Billy Rogers, Rogers& Greenberg, Rogers Grain,Inc., Fred D. Rohdes, ChristianA. Rohmiller, Mr. & Mrs. LeoRolfes, Dr. & Mrs. DouglasRomer, Ronald McDonaldHouse of Dayton, WarrenRoney, Mr. & Mrs. ArthurJ. Root, Gail W. Rose, JohnRosenberg, Marguerite W. Ross,Rotary Club of Kettering,Rotary Club of West Milton,Dr. & Mrs. Chester A. Roush,Thomas D. Rowe, RubiconMill Neighborhood Associa-tion, Linda Ruchman, Mr. &Mrs. J. Gordon Rudd, Mr. &Mrs. Edward A. Ruetschle, Mr.& Mrs. Don E. Ruhl, MargerySisson Runyan, Mr. & Mrs.Richard C. Russell, Mr. & Mrs.D. W. Russler, Mr. & Mrs.Richard Rutledge, Edwin L.Ryan, Jr., Mr. & Mrs. ThomasRyan, Paul E. Rybolt

S J. Howard Sachs, Jr., Dr.& Mrs. Burton R. Saidel, Mr.& Mrs. Robert M. Salisbury,Sam’s Club Foundation,Cynthia Samuelson, Frank W.Sanders, Jr., Pauline S. Sand-ers, Myra M. Sandy, Ron Sarti,Phillip G. Saunders, Joan F.Savage, Stephen M. Saylor,Donald J. Schade, FredrickaA. Schaefer, Rita Schaefer,Mr. & Mrs. Alan B. Schaeffer,Bradley Schaeffer, AlbertH. & Helen N. ScharrerFund, Mr. & Mrs. Adam

Norwalk, Mr. & Mrs. RobertA. Novak, Mr. & Mrs. RobertL. Nugent, William B. Nunery,Mr. & Mrs. Kenneth E. Nutter,Mr. & Mrs. Bob Nuttleman

O Mary C. O’Boyle, Mr.& Mrs. J. Michael O’Brien,Wilfred T. O’Gara, BarbaraN. O’Hara, Mr. & Mrs. LarryV. O’Neal, Mr. & Mrs.Robert O’Rourke, FrancesM. O’Shaughnessy, Oak TreeCorner Inc., OakwoodHistorical Society, Mr. &Mrs. David Oertel, Mr. &Mrs. James R. Office, PhilipA. Office, Mr. & Mrs. JonOgg, Ohio Pizza Products,Inc., Ohio River Road RunnersClub, Mr. & Mrs. MarvinOlinsky, Mr. & Mrs. DonaldOlt, Maureen F. Omeara,Omega PSI PHI FraternityDelta Alpha Chapter, SlavomirOndrus, Opera Guild ofDayton, Optimist Club ofDorwood, Mr. & Mrs. RichardOrdeman, Oregon HistoricDistrict Society, Inc., OrletonTrust Fund, Anthony L. Orme,Mr. & Mrs. Chester Osborn,Mr. & Mrs. James C. Osterholt,Robert E. Owen

P Donald F. Pabst, CarolineA. Palmer, Robert A. Pancoast,Mr. & Mrs. Gerald A. Paprocki,Parity, Inc., Mr. & Mrs.Gregory Parker, Paula J.Parker, Phillip L. & DonnaS. Parker, Margaret ParnellEstate, Howard Part, Rita J.Partlow, Margy C. Patterson,Mildred L. Patterson, PBBEngraving & Awards, Mr. &Mrs. Jimme Peacher, II, TomPearson, Trina Pearson, LoisG. Pecce, Patricia M. Peebles,

CONTRIBUTORS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

“WHEN ERMAL WAS ALIVE, HE WAS

A PART OF ALL THE GOOD WORKS THAT

WENT ON IN DAYTON. TERRY AND

MARK WANT TO CONTINUE WHERE

THEIR FATHER LEFT OFF. ...AND AS AFAMILY, IT’S A GREAT OPPORTUNITY

FOR US TO BE A PART OF WHAT’S GOING

ON IN THIS CITY.”

– MARTHA FRAZE-IAMS

ERMAL C. FRAZE FUND

Dayton inventor andbusinessman Ermal C.Fraze’s legacy lives onin the Ermal C. FrazeFund, established by hiswife, Martha Fraze Iams,in 1989. Since then, thefund has awarded morethan $63,000 to organi-zations of interest toFraze-Iams and her twosons, Terry and Mark.

From left: Martha Fraze-Iams, Terry Fraze, andhis son Devin, a third-generation adviser tothe fund.

5757

58

Andrea C. Tromley, TrotwoodRotary Club, Trotwood-Madi-son Educational Foundation,Trotwood-Madison Educa-tional Fund, Phil Trueblood,David Tumbas, The TurnerFoundation, Gerald L. &Patricia Turner, Mr. & Mrs.Elton Turnipseed, LawrenceTuryn, Jane S. Tuverson,Twentig, Inc.

U U.A.W. Local 1219, HenryA. Uhlemeyer, Margaret E.Ullman, United States NavalInstitute, United TheologicalSeminary, United Way of theGreater Dayton Area, TheUniversity of Dayton, UrbanaFoundation

V John J. Valassiades, Mr. &Mrs. W.G. van Breukelen,James H. Van Tassel, Mr. &Mrs. Gary C. Vance, Mr. & Mrs.Robert W. Vance, Vandalia-Butler Foundation, Vandalia-Butler Foundation Depository,Vandalia Butler HistoricalSociety, Richard L. VanderHorst,Terrance J. VanderHorst,Juliann S. Vann, Janis L. Vargo,Vectren Foundation, Inc.,Victory Wholesale GrocersDivision of Brothers TradingCo., Inc., Lilli Vitale, MarkG. Viviano, Vivid Publishing,Inc., Mr. & Mrs. Brad Vosler,Mr. & Mrs. David Voth, Mr.& Mrs. Leland W. Voth

W Mr. & Mrs. Joseph F. Wade,Reta Wagner, Mr. & Mrs. JohnK. Wagner, Wagner, Maurice,Davidson & Gilbert Co.,Diane D. Walker, Mr. & Mrs.Gerald Walker, Mr. & Mrs.Thomas L. Walker, Hugh E.Wall, III, Fred & Alice WallaceCharitable Memorial Founda-

tion, Inc., Mr. & Mrs. FredWallace, Janet L. Wallace,Wallingford Coffee, Mr. &Mrs. James E. Walsh, JackWalters, Barbara L. Walther,Mr. & Mrs. Joseph W. Wanner,Marilyn K. Warmoth, Sue A.Warner, Mr. & Mrs. RobertE. Warren, WashingtonTownship-Centerville PublicLibrary, Barbara H. Wasson,Jerry & Sharon Wasson, WasteManagement Service Center,Mr. & Mrs. Lloyd Waterhouse,Mr. & Mrs. Daryl W. Watkins,Mr. & Mrs. George Watson,Mr. & Mrs. Thomas A.Watson, Mr. & Mrs. CharlesM. Watts, WDPR-Public Radio,Mr. & Mrs. Paul R. Weaver,G. Carolton & Brenda Webb,Mr. & Mrs. Michael H. Webb,Bradley A. Weber, WegerzynHorticultural Association,Jean L. Weigle, Mr. & Mrs.Robert James Weiland,Michael N. Weinberg, Mr. &Mrs. Michael Steven Weiner,Jeffrey W. Weinstein, JeanMacDonell Weis, Dr. & Mrs.Philip A. Weisman, Mr. &Mrs. Thomas Wenning,Suzanne Werts, Margaret A.Wesbecher, West CarrolltonBoard of Education, WestCarrollton Education Asso-ciation, West CarrolltonEducation Foundation, WestCarrollton Rotary Club, WestCentral Ohio Pediatric Society,Mr. & Mrs. Herbert E. Whalen,Jr., Mary Jane B. Whalen,William B. Whalen, Mr. & Mrs.Kenneth Wheeler, RobertE. & Gertrude K. Whelan,Gail Whipple, Mr. & Mrs.Tim Whipple, Mr. & Mrs.

John White, Leon A. & BetsyB. Whitney, Mr. & Mrs.Richard A. Whitney, II, KevinR. Wichman, Richard H.Wick, Morris Wiener, Mr. &Mrs. Alexander J. Williams,Gay M. Williams, Mr. &Mrs. Richard H. Williams,G. P. Williamson, KimberlyWilliamson, Margaret M.Wilson, Marlis Wilson, Mr. &Mrs. Richard Wilson, WilliamWilson, Mr. & Mrs. BevingtonWince, Robert A. Winn, Mr.& Mrs. Frank J. Winslow,Mr. & Mrs. Garen Wisner,Wittenberg University, Mr. &Mrs. Wayne Wolf, Dennis R.Wolters, Alonzo F. Woodall,Jean V. Woodhull, Sara E.Woodhull, Marcia Woodward,Mr. & Mrs. Matthew Wrasman,Mr. & Mrs. Donald Wright,Wright State University Habitatfor Humanity, Wright ViewNeighborhood Association,J. Richard Wuest, Della M.Wyatt, J. Kenneth WyattInsurance Agency

Y Judy A. Yahle, Janet A.Yarger, Dorothy R. Yeck,YMCA of Dayton, John M.York, Mr. & Mrs. Ed Young,Hon. & Mrs. Frederick N.Young, Dr. & Mrs. Melvin D.Young, Dr. & Mrs. StephenP. Young

Z Stephen C. Zimmer, Mr. &Mrs. James R. Zink, DemetriusC. Zonars, Jerome Zwiesler

Every effort has been made toensure the completeness andaccuracy of these names. Weregret any errors or omissionsand request that you contactChris Smith at (937) 225-9958with any corrections..

S. Sunderland, Robert J.Suttman, II, Thomas E.Suttmiller, Sutton Plumbing,Inc., Aleksandar Svager, Mr.& Mrs. Everett Sweny, RuthSwett, Carol N. Swift, HallockF. Swift, Marian P. SwitzerTrust, Janet M. Szima

T The Frank M. Tait Foun-dation, Doris P. Tamplin, Mr.& Mrs. Melvin Tatman, EmilyS. Taylor, John N. Taylor, Jr.,Martha L. Taylor, Janet R.Tempelhof, Robert C. Templer,Mr. & Mrs. Dean M. Tengan,Therapeutic Providers, Inc.,Therapeutic Riding InstituteInc., Joan Elizabeth Thiele,Elizabeth J. Thielen, James Jr.& Betsy L. Thomas Endow-ment Fund, Mary C. Thomas,Phyllis E. Thomas, Teresa E.Thomas, Judith M. Thompson,W. Blair Thompson, WilliamR. Thompson, John Thomson,William T. Thorn, MaritThorson, Mr. & Mrs. James G.Tillar, Mr. & Mrs. J. BradfordTillson, Mr. & Mrs. MattTimmer, Rose M. Timmer,William C. Timmermeister,Tipp City Area United Fund,Tipp City Rotary Club,Tippecanoe High SchoolAlumni Association, Tobias-Conner & Koch FuneralHome, William C. Todia,Ann Toerner, Mary Ann Toll,Tomkins Industries, Inc.,Robert P. Torbet, Mari HatterTorres, Mr. & Mrs. ThomasL. Townsend, Jeanne Towsey,Dennis & Joan Trentman,Donald J. Trentman, Tri StateComputer Exchange Inc.,Julie & Werner Triftshouser,Trinity Wesleyan Church,

Schattschneider, Molly B.Schell, Herbert Schene, Mr.& Mrs. Frederick Scherman,Raymond I. Schiff, Alvina K.Schipper, Michael J. Schmidt,Mr. & Mrs. Schneider, Mr. &Mrs. Robert D. Schneider,Dr. & Mrs. Kent K. Scholl,Douglas C. Scholz, James E.Schooler, Mr. & Mrs. FrancisJ. Schubert, SchuerholzPrinting Inc., Roger R. & DaleF. Schultz, Mr. & Mrs.C. Martin Schumacher, Mr.& Mrs. Thomas H. Schumann,Dr. & Mrs. Benjamin Schuster,Alan I. Schwartz, HenrySchwartz, Mr. & Mrs. LloydScites, Jeff Scott, William C. &Dorothy Scott, Carol Scriven,Mr. & Mrs. John Sears, Mr. &Mrs. Jon M. Sebaly, Second &Main Limited, The SegerMemorial Trust Fund, Jean R.Sewell, Mr. & Mrs. RaymondShackleford, Don Shaffer, Mr.& Mrs. Raymond Shambrock,Mr. & Mrs. Del Shannon,George D. Shellabarger, AmyW. MacDonell Shepard,Randall T. Shepard, Ione J.Shiffer, Mr. & Mrs. ChristopherShillito, Edward W. Shinabarger,Carol Shindeldecker, BarbaraWinter Shroyer, Mr. & Mrs.Ronald Shubert, Mr. & Mrs.Benjamin R. Shute, Jr., Mr. &Mrs. Eric T. Sibcy, Sigma PhiGamma Beta Omega Chapter,Mr. & Mrs. James Sillery,Mildred Simon, Simon KentonPathfinders, Margaret Singer,SIOP Foundation, Inc., TomSipple, Roberta L. Skipton,Slemker’s Service Center,Mary L. Slenski, Mr. & Mrs.John Sloan, Smallenbarger

Lawn Care, Inc., ValerieSmiley, Janet A. Smiterman,Mr. & Mrs. Bradley Smith,Mr. & Mrs. Donn Smith, Dr.& Mrs. Estus Smith, Mr. &Mrs. Frederick C. Smith, G.Richard Smith, Jerry W. Smith,Mr. & Mrs. Lawrence A. Smith,Patricia F. Smith, Mr. & Mrs.William Smith, Sr., Lee E.Snyder, Social Action &World Peace, Mr. & Mrs.Boris F. Sokol, South DaytonH.E.H.C., Southdale Elemen-tary School, SouthminsterPresbyterian Church, RonaldE. & Jean M. Spencer, DorisH. Speyer, Mr. & Mrs. DavidSpitler, Mr. & Mrs. RonaldSprague, Mr. & Mrs. BobSprinkel, St. Charles ParishCatholic Church, St. Francisof Assisi Episcopal Church,St. Henry Tile Company, Inc.,St. Luke’s Methodist Church,Katherine M. Stahler, Stan-dard Register Company, H.Thomas & Lois A. Staton,Diane H. Staub, Wallace &Florence B. Stauffer Fund,Kenneth R. Stegemiller, GaryE. & Martha L. Steier, Elaine& Robert A. Stein, Margo A.Steinbaugh, Mr. & Mrs. DavidB. Stephens, Gail & HenryStern, Michael J. Sterzer, TomM. Stevelt, Carl F. Stichweh,Mr. & Mrs. Tom Stierle, Mr.& Mrs. Mark Stoepfel, F.Jerald Stolle, Daria DillardStone, Andrew Storar, DavidA. Storer, Mr. & Mrs. JamesStory, Mr. & Mrs. JeffreyStose, Fred Strahorn, MaryE. Strasser, Marilyn R.Strickler, Marianna H. Struck,John Sullivan, Jr., Pamela

CONTRIBUTORS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

59FINANCIAL HIGHLIGHTS: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

The financial environment, as measured by

the stock market for the year ending June 30,

2002, continued a pattern of negative returns

generated since early 2000. The possibility of

war with Iraq, corporate scandals and an uncer-

tain economy continue to weigh heavily on

investors. The stock market, as measured by

the S&P 500, was down 18 percent for the 12

months ending June 30, 2002.

The sensitivity of the assets of The Dayton

Foundation to the financial markets is apparent

when comparing total assets year to year. For

the fiscal year ending June 30, 2002, total assets,

before depreciation, were $214.3 million,

compared to $232.3 million a year earlier (a 7.8

percent decrease). Total contributions to all

entities of The Dayton Foundation totaled $60.4

million. Grantmaking and distributions to

nonprofit organizations were $31.5 million for

the year. Documented legacies (planned and

deferred gifts) increased by $4.8 million over

last year, to total $206.2 million at June 30, 2002.

I am pleased to report that the independent

accounting and auditing firm of Pricewaterhouse-

Coopers L.L.P. has completed its fiscal year-end

audit of the combined financial statements of

The Dayton Foundation and related entities and

has issued an unqualified opinion thereon.*

Fund Evaluation Group, Inc., an indepen-

dent performance measurement firm hired by

The Dayton Foundation, continues to monitor

our investment managers’ performance results.

For the fiscal year ending June 30, 2002, the

composite time-weighted total return of our

FINANCIAL HIGHLIGHTSdiscretionary assets, after fees, was a negative

10.3 percent. Our top five managers, represent-

ing 85 percent of assets, continue to outperform

their benchmark for the five-year period, with

a return of a positive 5.0 percent annualized.

On behalf of The Dayton Foundation, I would

like to personally thank the Foundation’s donors,

who have generously continued to give and

make charitable commitments to the community

in these less than favorable financial times and

to demonstrate their ongoing commitment to

the values of philanthropy. Our thanks go also

to the Foundation’s Finance and Audit Com-

mittees, the investment managers, and our

Finance and Accounting staff for their effort,

support and advice in a challenging investment

environment.

John N. Taylor, Jr., Chair, Finance Committee

* A copy of the auditedfinancial statements may beobtained by request at 2100Kettering Tower, Dayton,Ohio, 45423, or by callingThe Dayton Foundationoffice at (937) 222-0410 ortoll free at (877) 222-0410.

Net Assets (Before Depreciation)

92-3 93-4 94-5 95-6 96-7 97-8 98-9 99-00 00-01 01-02

61.0 62.375.8

95.4

118.0

161.1

207.7

239.4 232.3

92-3 93-4 94-5 95-6 96-7 97-8 98-9 99-00 00-01 01-02

Grants and Charitable Distributions

10.3 7.7 12.4 18.4 23.837.4 36.6 36.2

12.0

214.3

31.5

60

WAYS TO GIVE THROUGH THE DAYTON FOUNDATION

Last year Congress enacted legislation that

resulted in the most extensive federal tax

reduction in a generation. Changes in income,

gift and estate taxes mean that the amount

of taxes paid by most Americans will be

significantly reduced now and in future years.

As a result, many will soon find they have

increased freedom to spend, save and give

their assets to others in ways that are more

in keeping with their personal priorities.

Understanding how the changes affect

you and your financial planning will be

vitally important, as the steps you take today

can help assure that you receive the maximum

benefits to which you are entitled under

the terms of the new legislation.

Here is a brief introduction to some

ways to give to charity and the advantages

associated with these types of gifts.

GIVE MORE TODAY

Charitable gifts continueto be deductible underthe terms of the new taxbill. Gifts of cash may bededucted from federaltaxable income in amountsup to 50 percent of yourAdjusted Gross Income(AGI). Gifts of stocks,mutual funds and certainother assets that haveincreased in value, if youhave owned them formore than one year, aredeductible in amounts upto 30 percent of your AGI.As in the past, donationsin excess of the maximumamount in one year maybe used to reduce taxableincome for up to fiveadditional tax years.

Other securities, suchas closely held stock, bonds,Treasury Bills, etc., rendersimilar tax-savingadvantages.

PROVIDE FORCHARITY AND ASSISTFAMILY MEMBERS

Did you know that youcan provide for charityand, at the same time,assist family members?You might consider theseadditional examples:

1. A gift included in aliving trust is one wayto establish a lastinglegacy.

2. A gift of retirementassets, such as pensionplans or IndividualRetirement Accounts(IRAs), may enablemore to pass to charity,while eliminating taxesthat may otherwiselargely consume theseassets.

3. Gifts of life insurancepolicies or proceedsmay offer excellent taxbenefits. Life insurancealso can be used to“replace” assets givenaway, thereby providingfor loved ones, in addi-tion to your specialcharities.

4. A life-income plan giftcan be a tax-effectiveway to provide regularincome payments forthe life of the donor,relatives or specialfriends.

Gifts in any of theseforms can be made in honoror memory of loved ones.

We also urge you toconsider a charitablebequest in your will. TheDayton Foundation canbe named as a beneficiaryin a will in any one of anumber of simple ways. Inmany cases you can easilyadd us to your willthrough a simple amend-ment called a codicil; thusyour entire will does nothave to be redrafted.Through a deferred fundat The Dayton Foundation,your long-term charitableintent can be outlinedduring your lifetime.

CHARITABLE ESTATEPLANNING

Charitable estate planningcan provide significantlyfor worthwhile organiza-tions in a way that “shares”bequests between TheDayton Foundation andfamily members. Thebenefit to charity can bedeferred, while lifetimeincome is paid to a spouseor children – often withsignificant estate taxsavings that may actuallyleave family memberswith more assets, aftertaxes. Federal estate taxesoften can be reduced oreliminated on large estatesthrough charitable leadtrusts that pay income toThe Dayton Foundationfor a term of years, withthe assets later passing tofamily members.

If you believe changesare in order, consult youradvisors. It usually is notwise to attempt to makechanges yourself, as youmay invalidate your entirewill, trust or otherdocument.

WAYS TO GIVE: THE DAYTON FOUNDATION REPORT TO THE COMMUNITY 2001-02

TAX LAW CHANGES CREATED NEWOPPORTUNITIES

61

WOULD YOU LIKE TOKNOW MORE?

If you are interested inproviding for your heirsand charitable interests inways that feature specialtax and financial benefits,the following DaytonFoundation people wouldbe pleased to help you:

Jan Clark, Attorney(937) 225-9947

Bud Marks, retired CPA(937) 225-9951

Beth Schaeffer, Attorney(937) 225-9956

If you have questionsregarding some specificWays to Give, the follow-ing people can help.

❧ For information aboutThe Dayton Foundationendowment funds, Sup-porting Organizationsand Charitable CheckingAccount Services, callJoe Baldasare at (937) 225-9954.

❧ For the African-AmericanCommunity Fund, callDenise Long at (937) 225-9946.

❧ For The Lima Commu-nity Foundation, callSusie Crabtree at (419)221-5928.

❧ For The Tipp City AreaCommunity Foundations,call Heather Bailey at(937) 225-9974.

❧ For The Vandalia-ButlerFoundation, Centerville-Washington TownshipFoundation or CommunityFoundation of MiamiTownship, call Sue Rinehartat (937) 225-9949.

Or, you may call The DaytonFoundation’s main number,at (937) 222-0410 or tollfree at (877) 222-0410, andask for the DevelopmentDepartment. Joe Baldasareis vice president of Devel-opment and would bepleased to help you.

Mission of The DaytonFoundation

To advance charitablegiving and provide leader-ship to meet changingneeds in our community.

Values/Core Beliefs

The Dayton FoundationWorks for Our MiamiValley Community with:❧ Integrity❧ Excellence❧ Service❧ Teamwork❧ Financial Stewardship

Design:Bob BingenheimerPrincipal Photography:Gordon MoriokaPrinting:Progressive Printers

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* Gifts ofsecurities includepublicly tradedstocks, closely-held stocks,mutual funds,options, S-Corpstock, bonds,T-bills, etc.

Indicates iftestamentary

2100 Kettering TowerDayton, Ohio 45423-1395

Phone: (937) 222-0410Toll free: (877) 222-0410Fax: (937) 222-0636

E-mail: [email protected] Site: www.daytonfoundation.org

Serving the Dayton/Miami Valley Region

Nonprofit Organization

U. S. Postage

P A I D

Dayton, Ohio

Permit Number 688