2024-04-23T12:49:29-07:00 2023-06-30 201250805 BURNS TAX CONSULTING LLC 40 N MAIN ST KETTERING TOWERSTE 152 DAYTON OH 45423 990 2022-07-01 311725978 The Disability Foundation Inc DISA 9372259939 1401 S Main St 100 Dayton OH 45409 Gregory D Darling Executive Dir. 2024-04-23 true Gregory D Darling 999009999 true BELINDA A BURNS P00366539 9372224505 X 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Gregory D Darling 1401 S Main St 100 Dayton OH 45409 340853 false X www.disability-foundation.org X 1998 OH To provide benefits to individuals with disabilities by making distributions which do not jeopardize entitlements 16 15 0 0 937 509 337077 306856 45601 33488 0 383615 340853 0 0 224114 238367 0 0 70240 84769 294354 323136 89261 17717 942985 978210 49336 7146 893649 971064 To provide benefits to individuals with disabilities by making distributions which do not jeopardize entitlements false false 118631 FISCAL YEAR 2023 WAS BUSY AS WE WELCOMED 95 NEW PARTICIPANTS TO OUR "FAMILY". WE BROUGHT IN 3.7 MILLION DOLLARS UNDER THE PROTECTION OF OUR TRUSTS. THE CAREFUL ADMINISTRATION OF THE TRUSTS IS ALWAYS OUR FOCUS, AS WE DISTRIBUTED 4.5 MILLION DOLLARS IN APPROPRIATE EXPENDITURES THAT IMPROVED THE QUALITY OF LIFE FOR ALMOST 900 TRUST PARTICIPANTS ACROSS OHIO.EVERY DAY WE ARE STRUCK WITH THE IMPORTANCE OF THE TRUSTS. WE ARE IMPRESSED WITH THE CREATIVE WAYS THE TRUSTS ARE USED AND BY HOW THE TRUSTS REDUCE ISOLATION AND FOSTER INDEPENDENCE. PAYING FOR CRITICAL SERVICES SUCH AS LIFE ALERT, BUS PASSES, UBER, LYFT OR PAYING FOR PET CARE MAY NOT BE POSSIBLE IF IT WERE NOT FOR FUNDS IN THE PROTECTED TRUSTS.WE ARE PROUD THAT WE OFTEN HEAR PEOPLE CHOOSE TO WORK WITH US BECAUSE WE ARE EASY TO REACH, EASY TO WORK WITH, AND QUICK TO RESPOND WITH ANSWERS TO QUESTIONS. OUR PROCESSES ARE MANAGEABLE, WHICH CAN RESULT IN THE CREATION OF A TRUST ACCOUNT IN A DAY.OUR GRANTS CONTINUE TO SUPPORT OUR COMMUNITY, FUNDING SPECIAL PROJECTS OF NONPROFIT ORGANIZATIONS THAT ALSO WORK TO IMPROVE THE LIVES OF PEOPLE WITH DISABILITIES. TO DATE, WE HAVE GIVEN BACK OVER $350,000 IN GRANTS UTILIZING INVESTED MONIES REMAINING FROM TRUSTS OF DECEASED BENEFICIARIES.WE MUST PROVIDE THIS SERVICE WITH OUR PARTNERS. WE WORK WITH ATTORNEYS, FINANCIAL ADVISORS, FAMILIES, INDIVIDUALS LIVING WITH DISABILITIES, PROFESSIONAL ORGANIZATIONS, PROBATE COURTS, ADVOCACY GROUPS, AND OTHER FOUNDATIONS. THE WORK WE DO IS A COLLECTIVE EFFORT, AND THERE IS MUCH TO BE GRATEFUL FOR THIS YEAR.2023 Highlights: * WE REFRESHED OUR WEBSITE. THE SITE IS FULL OF NEW FEATURES. WE ARE INCREDIBLY EXCITED THAT OUR REPRESENTATIVES CAN NOW SUBMIT DISTRIBUTION REQUESTS WITH SUPPORTING DOCUMENTS, ALL FROM THE WEBSITE, WITH ELECTRONIC SIGNATURES. * AWARDED OVER $115,000 IN GRANTS TO NONPROFIT ORGANIZATIONS SERVING PEOPLE WITH DISABILITIES. FUNDS CAME FROM THE GROWTH OF THE DECEASED BENEFICIARY FUND * WORKED WITH 23 ATTORNEYS ACROSS OHIO IN ESTABLISHING NEW ACCOUNTS AS WE EXPANDED OUR REACH (PLUS ADVISORS, FAMILIES, AND PROVIDERS). * GREW SERVICES TO 49 COUNTIES ACROSS THE STATE * WE HAVE ADDED LINKEDIN ORGANIZATIONAL PAGE SO WE CAN STAY IN TOUCH WITH OUR COMMUNITY. 79087 The Disability Foundation assists with the creation of annuity agreements for a Medicaid pooled trust and administers the trust for The Ohio Community Pooled Annuity Trust, a related Section 501(c)(3) organization. The Disability Foundation administers Pooled Flexible-Spending trusts for individuals with disabilities within the meaning of 42 USC 1396P(D)(4)(C) 197718 true false false false false false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 0 0 false 0 false false false false false false false 0 false false false false false false false false false false X 16 15 true false false false true true true true true false false true true true true true true false false false OH X Gregory D Darling 9372259939 1401 S Main St Suite 100 Dayton OH 45409 Joseph B Baldasare Trustee 1.00 40.00 X 0 130945 38 Gregory D Darling Executive Dir. 40.00 0.00 X X 0 93770 140 Elizabeth Durnell-Maier Chairperson 1.00 0.00 X X 0 0 0 Kim Estess Trustee 1.00 0.00 X 0 0 0 Tom DeRoss Treasurer 1.00 0.00 X X 0 0 0 Kathy Rearick Trustee 1.00 0.00 X 0 0 0 Vivian O'Connell Trustee 1.00 0.00 X 0 0 0 Marion Jackson Trustee 1.00 0.00 X 0 0 0 Debbie Watts Robinson Trustee 1.00 0.00 X 0 0 0 Grant Kramer Trustee 1.00 0.00 X 0 0 0 Owen Sizemore Trustee 1.00 0.00 X 0 0 0 Blair Cornell Trustee 1.00 0.00 X 0 0 0 Ashley Burke vice Chair 1.00 0.00 X X 0 0 0 Jessica Jenkins Trustee 1.00 0.00 X 0 0 0 Pamela Combs Trustee 1.00 0.00 X 0 0 0 Shari Cooper Trustee 1.00 0.00 X 0 0 0 Kat Cornell Trustee 1.00 0.00 X 0 0 0 224715 178 0 false false false 0 509 509 BTF Adm Fees 10000 10000 Flex Spending Trust Adm 260563 260563 OCPAT Adm Fees 36293 36293 306856 33488 33488 0 0 0 0 0 0 0 0 340853 306856 33488 0 0 0 0 93770 46885 46885 0 134853 98038 36815 8362 6079 2283 750 545 205 632 459 173 0 4055 4055 3568 3568 0 0 4025 4025 0 24189 17585 6604 1694 1232 462 0 0 0 4648 4648 0 2403 2403 0 0 0 0 Dayton Foundation fees 20000 20000 community investment fee 6051 4399 1652 Printing and Publications 3637 3637 telephone 2516 1829 687 7983 5924 2059 323136 197718 125418 0 0 52120 3995 0 0 0 0 0 0 0 0 890865 974215 0 0 0 0 942985 978210 49336 7146 49336 7146 X 893649 971064 893649 971064 942985 978210 17717 59698 X X false true X false false X X 1 Dayton Fdn 316027287 7 true 198630 0 1 198630 0 true false false false false false false false false false false false false false false true false X Part X : FIN48 Footnote The Disability Foundation is included in the audited consolidated financial statements of The Dayton Foundation. The following footnote is included with the consolidated financial statements:The Foundation determines the recognition of uncertain tax positions, if applicable, that may subject the organization to unrelated business income tax by applying a more-likely-than-not recognition threshold and determines the measurement of uncertain tax positions considering the amounts and probabilities of the outcomes that could be realized upon ultimate settlement with tax authorities. Based on its review, management does not believe the Foundation has taken any material uncertain tax positions, including any position that would place the Foundation's exempt status in jeopardy or result in a material income tax liability as of June 30, 2023. Form 990, Part VI, Section A, Line 2 Joseph B Baldasare and Gregory D Darling -- business relationship Form 990, Part VI, Section A, Line 6 The Dayton Foundation is the sole member of the organization. Form 990, Part VI, Section A, Line 7a The Dayton Foundation can appoint and remove trustees. Form 990, Part VI, Section A, Line 7b The Dayton Foundation can appoint and remove trustees. Form 990, Part VI, Section B, Line 11b The Form 990 will be e-mailed to the trustees of the entity for their review. Form 990, Part VI, Section B, Line 12c All board and committee members are asked to disclose any conflicts of interest on an annual basis. Form 990, Part VI, Section C, Line 19 The entity's governing documents, conflict of interest policy, and financial statements are available to the public upon request. Form 990, Part XII, Line 2c The Disability Foundation is included in the audited consolidated financial statements of The Dayton Foundation. The Dayton Foundation has a committee that assumes responsibility for oversight of the audit of the financial statements and the selection of an independent accountant. Relationship to Dayton Foundation and payroll services The Disability Foundation is a Type I Supporting Organzation under the auspices of the Dayton Foundation. In additon to overseeing the daily activites and monitoring the finances of the Disability Foundation, the Dayton Foundation also provides payroll services to the Disability Foundation. The Dayton Foundation pays Disability Foundation staff members and then is reimbursed, for those staff costs, from the Operating Budget of the Disability Foundation. The Dayton Foundation 1401 S Main Suite 100 Dayton OH 45409 316027287 supported organization OH 501(c)(3) 170(B)(1)(A)(vi) Na false Ohio Community Pooled Annuity Trust 1401 S Main Suite 100 Dayton OH 45409 593788888 brother sister organization OH 501(c)(3) 509(A)(3) Type I The Dayton Foundation false false false true false false false false false false false false false false true false true false true false