2025-04-17T08:58:52-05:00 2024-12-31 310971691 GOLDSHOT LAMB & HOBBS INC 3066 KETTERING BLVD DAYTON OH 45439 990PF 2024-01-01 316037499 FRANK M TAIT FOUNDATION FRAN 9372222401 1 OAKWOOD AVENUE 523 OAKWOOD OH 45409 JAMES WOODHULL II TRUSTEE 9372222401 2025-04-03 1 0 ANTHONY A COLUSSI P00433041 9372973400 2025-04-03 2024 2025-03-06 01:10:19Z X 9313813 X X 8 8 301803 301803 262850 1252119 262850 564661 564661 53500 5350 48150 5750 2875 2875 35000 35000 0 7239 0 0 6857 666 5991 108346 43891 57016 383750 383750 492096 43891 440766 72565 520770 21923 37065 37065 237323 128622 128622 3125 8459360 9148126 9148126 8721731 9313813 9313813 4458 8572 4458 8572 X 8717273 9305241 8717273 9305241 8721731 9313813 8717273 72565 515403 9305241 0 9305241 PUBLICLY TRADED SECURITIES 1078714 989269 89445 89445 CAPITAL GAINS DIVIDENDS P 173405 173405 173405 262850 7239 0 7239 0 7239 3125 0 0 0 3125 0 4114 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 TAITFOUNDATION.COM LINDSAY MAXAM 9372222401 4350 DELCO DELL ROAD KETTERING OH 45429 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES M WOODHULL II 1 OAKWOOD AVENUE 523 OAKWOOD OH 45409 CHAIRMAN 1.00 0 0 0 THOMAS BREITENBACH 1 OAKWOOD AVENUE 523 OAKWOOD OH 45409 TRUSTEE 1.00 0 0 0 ALLEN M HILL 1 OAKWOOD AVENUE 523 OAKWOOD OH 45409 TRUSTEE 1.00 0 0 0 R DANIEL SADLIER 1 OAKWOOD AVENUE 523 OAKWOOD OH 45409 TRUSTEE 1.00 0 0 0 JONATHAN HOLLINGSWORTH 1 OAKWOOD AVENUE 523 OAKWOOD OH 45409 TRUSTEE 1.00 0 0 0 CASSIE B BARLOW 1 OAKWOOD AVENUE 523 OAKWOOD OH 45409 TRUSTEE 1.00 0 0 0 LINDSAY MAXAM 1 OAKWOOD AVENUE 523 OAKWOOD OH 45409 EXECUTIVE DIRECTOR 20.00 53500 0 0 CHRISTOPHER PROKES 1 OAKWOOD AVENUE 523 OAKWOOD OH 45409 TRUSTEE 1.00 0 0 0 BONNIE BAKER-TATTERSHALL 1 OAKWOOD AVENUE 523 OAKWOOD OH 45409 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 9156195 14523 0 9170718 0 0 9170718 137561 9033157 451658 451658 7239 7239 444419 0 444419 0 444419 440766 0 440766 444419 0 0 12102 896 12998 440766 0 0 0 440766 0 3653 3653 9345 0 0 0 0 0 0 8449 896 896 LINDSAY MAXAM EXECUTIVE DIRECTOR 1 OAKWOOD AVE OAKWOOD OH 45409 9372222401 THE GRANT REQUESTOR MUST CONTACT THE OFFICE VIA EMAIL AT GRANTS@FRANKMTAITFOUNDATION.COM OR TELEPHONE AT 937-222-2401 TO DISCUSS THE PROSPECTIVE GRANT PROPOSAL AND TO OBTAIN APPROVAL FOR ITS SUBSEQUENT SUBMISSION. FAXED GRANT PROPOSALS WILL NOT BE ACCEPTED. PROSPECTIVE GRANTEES SHOULD OBTAIN A COMPLETE LIST OF THE INFORMATION AND MATERIALS REQUIRED TO BE INCLUDED IN THE GRANT PROPOSAL FROM THE FOUNDATION'S EXECUTIVE DIRECTOR. GRANT REQUESTS ARE REVIEWED QUARTERLY. CONFIRM DEADLINES WITH EXEC DIRECTOR. THE TAIT FOUNDATION FOCUSES ON PROGRAMS THAT (1) DEVELOP YOUTH - PARTICULARLY EARLY CHILDHOOD DEVELOPMENT PROGRAMS AND (2) PROVIDE CULTURAL ENRICHMENT EXPERIENCES FOR UNDERSERVED YOUTH. THE FOUNDATION SUPPORTS ORGANIZATIONS IN MONTGOMERY COUNTY, OHIO. IT DOES NOT SUPPORT MEDICAL RESEARCH OR EQUIPMENT; OPERATING BUDGETS OR ANNUAL FUND DRIVES; EMERGENCY REQUESTS FOR CRASH PROGRAMS; ENDOWMENT FUNDS; RELIGIOUS PROGRAMS OR ACTIVITIES; OR LOBBYING OR PROPAGANDA ACTIVITIES. DAYBREAK INC 605 S PATTERSON BLVD DAYTON OH 45402 NONE PC PARENTING PROGRAM 25000 DAYTON SOCIETY OF NATURAL HISTORY 2600 DEWEESE PKWY DAYTON OH 45414 NONE PC EDUCATION PROGRAMS FOR WATERWAYS 15000 ELIZABETH'S NEW LIFE CENTER 2201 N MAIN ST DAYTON OH 45405 NONE PC STARTING OFF STRONG 20000 GOODWILL EASTERSEALS MIAMI VALLEY 660 S MAIN ST DAYTON OH 45402 NONE PC CHILD SCREENING SERVICES 25000 IMAGINATION LIBRARY 1 CHILDRENS PLZ DAYTON OH 45404 NONE PC MONTGOMERY COUNTY BOOKS 15000 KIDS IN NEW DIRECTIONS (KIND) 2338 EAST FIFTH ST DAYTON OH 45403 NONE PC FANS PROGRAM 20000 PRESCHOOL PROMISE 2251 TIMBER LANE DAYTON OH 45414 NONE PC BE READY BY 5 80000 PREVENT BLINDNESS OHIO 585 S FRONT ST 220 COLUMBUS OH 43215 NONE PC STAR PUPILS 10000 STORYCHAIN PO BOX 213 YELLOW SPRINGS OH 45387 NONE PC DAYTON CORRECTIONAL INSTITUTION PROGRAM 5000 4C FOR CHILDREN 2100 SHERMAN AVE 300 CINCINNATI OH 45212 NONE PC STABILIZING CHILD CARE 40000 BIG BROTHERS BIG SISTERS 22 S JEFFERSON ST DAYTON OH 45402 NONE PC EMPOWERING MINDS 10000 BRUNNER LITERACY CENTER 1995 SHILOH SPRINGS RD DAYTON OH 45426 NONE PC YOUTH LITERACY INITIATIVE 13750 CRAYONS TO CLASSROOMS 1750 WOODMAN DR DAYTON OH 45420 NONE PC EARLY LEARNERS IN MONTGOMERY COUNTY 15000 DAYTON LEADERSHIP ACADEMIES 1416 W RIVERVIEW AVE DAYTON OH 45402 NONE PC KINDERGARTEN READINESS PROGRAM 10000 FIVE RIVERS HEALTH CENTERS 721 MIAMI CHAPEL RD DAYTON OH 45417 NONE PC CALM 15000 GOOD SAMARITAN FOUNDATION 31 WYOMING STREET DAYTON OH 45409 NONE PC MOTHERS EMPOWERED 15000 MUSE MACHINE 126 N MAIN ST 310 DAYTON OH 45402 NONE PC ARTS INTEGRATED RESIDENCIES 5000 UNITED REHABILITATION SERVICES 4710 TROY PIKE DAYTON OH 45424 NONE PC GET SET FOR SCHOOL 15000 WESTCARE OHIO 624 XENIA AVE DAYTON OH 45410 NONE PC MIRACLE MAKERS AND PARENT UNIVERSITY 30000 383750 0 14 8 14 301803 18 262850 0 564661 0 564661 0 0 0 0 0 0 0 0 0 0 ACCOUNTING/TAX PREPARATION FEES 5750 2875 2875 CLIFFWATER CORPORATE LENDING FUND FMV 890484 890484 FEDERATED HERMES TOTAL RETURN BOND FUND FMV 1545410 1545410 GOLDMAN SACHS SMALL CAP VALUE INSIGHTS INSTL FUND FMV 367900 367900 LOOMIS SAYLES SMALL CAP GROWTH INSTL FUND FMV 345650 345650 SCHWAB US MID-CAP INDEX FUND FMV 409060 409060 SCHWAB S&P 500 INDEX FUND FMV 2322207 2322207 TRANSAMERICA INTERNATIONAL EQUITY FUND FMV 912293 912293 VANGUARD EQUITY-INCOME ADM FUND FMV 1195682 1195682 VANDUARD INTERNATIONAL GROWTH ADM FUND FMV 922379 922379 DIAMOND HILL SHORT DUR FMV 237061 237061 OFFICE EXPENSE 6657 666 5991 STATE OF OHIO FILING FEE 200 0 0 INCREASE IN MARKET VALUE 515403 INVESTMENT ADVISOR FEES 35000 35000 0 FEDERAL EXCISE TAX 7239 0 0