2026-03-30T17:53:40-05:00 2025-12-31 310971691 GOLDSHOT LAMB & HOBBS INC 3066 KETTERING BLVD DAYTON OH 45439 990PF 2025-01-01 316037499 FRANK M TAIT FOUNDATION FRAN 9372222401 1 OAKWOOD AVENUE 523 OAKWOOD OH 45409 LINDSAY MAXAM EXECUTIVE DIRECTOR 9372222401 2026-03-21 1 ANTHONY A COLUSSI P00433041 9372973400 2026-03-21 2025 2025-03-06 01:10:19Z X 10063372 X X 5 5 332761 332761 541124 4276726 541124 873890 873890 53500 5350 48150 5950 2975 2975 35000 35000 0 11705 0 0 9608 938 8445 115763 44263 59570 417000 417000 532763 44263 476570 341127 829627 37065 34480 34480 128622 242683 242683 9148126 9786209 9786209 9313813 10063372 10063372 8572 8750 8572 8750 X 9305241 10054622 9305241 10054622 9313813 10063372 9305241 341127 408254 10054622 0 10054622 PUBLICLY TRADED SECURITIES 4075329 3735602 339727 339727 CAPITAL GAINS DIVIDENDS P 201397 201397 201397 541124 11532 0 11532 0 11532 7240 0 0 0 7240 0 4292 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 TANIA ARSECULERATNE 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 9314910 378266 0 9693176 0 0 9693176 145398 9547778 477389 477389 11532 11532 465857 0 465857 0 465857 476570 0 476570 465857 0 0 896 896 476570 0 0 0 465857 10713 0 0 11609 0 0 0 0 0 0 896 10713 10713 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. 4C FOR CHILDREN 2100 SHERMAN AVE 300 CINCINNATI OH 45212 NONE PC QUALITY CHILD CARE ACCESS 40000 BIG BROTHERS BIG SISTERS 22 S JEFFERSON ST DAYTON OH 45402 NONE PC MENTORING MINDS 10000 CRAYONS TO CLASSROOMS 1750 WOODMAN DR DAYTON OH 45420 NONE PC EARLY LEARNERS IN MONTGOMERY COUNTY 10000 DAYBREAK INC 605 S PATTERSON BLVD DAYTON OH 45402 NONE PC PARENTING PROGRAM 10000 DAYTON LEADERSHIP ACADEMIES 1416 W RIVERVIEW AVE DAYTON OH 45402 NONE PC KINDERGARTEN READINESS PROGRAM 10000 ELIZABETH'S NEW LIFE CENTER 2201 N MAIN ST DAYTON OH 45405 NONE PC STARTING OFF STRONG 15000 GOOD SAMARITAN FOUNDATION 31 WYOMING STREET DAYTON OH 45409 NONE PC MOTHERS EMPOWERED 15000 GOODWILL EASTERSEALS MIAMI VALLEY 660 S MAIN ST DAYTON OH 45402 NONE PC CHILD SCREENING SERVICES 25000 IMAGINATION LIBRARY 1401 S MAIN ST 100 DAYTON OH 45409 NONE PC MONTGOMERY COUNTY BOOKS 10000 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 72000 PREVENT BLINDNESS OHIO 585 S FRONT ST 220 COLUMBUS OH 43215 NONE PC STAR PUPILS 10000 UNITED REHABILITATION SERVICES 4710 TROY PIKE DAYTON OH 45424 NONE PC GET SET FOR SCHOOL 10000 WESTCARE OHIO 624 XENIA AVE DAYTON OH 45410 NONE PC MIRACLE MAKERS AND PARENT UNIVERSITY 30000 BRIGID'S PATH 3601 S DIXIE DR KETTERING OH 45439 NONE PC BETTER PATHS FOR BABIES AND FAMILIES 15000 COMMUNITIES IN SCHOOLS 6500 BUSCH BLVD 105 COLUMBUS OH 43229 NONE PC SCHOOL SITE COORDINATORS 15000 DAYTON ART INSTITUTE 456 BELMONTE PARK N DAYTON OH 45405 NONE PC BLACK BOY BRILLIANCE PARTNERSHIP 20000 OMEGA CDC 186 HARVARD BLVD DAYTON OH 45406 NONE PC EARLY CHILDHOOD SUCCESS IN HOPE ZONE 40000 ON PURPOSE ACADEMY 51 BEST ST DAYTON OH 45405 NONE PC BEHAVIORAL SUPPORT AND HOLISTIC CARE 25000 TEACH FOR AMERICA 1311 VINE ST CINCINNATI OH 45202 NONE PC EXPANDING OPPORTUNITIES FOR DAYTON 15000 417000 0 14 5 14 332761 18 541124 0 873890 0 873890 0 0 0 0 0 0 0 0 0 0 ACCOUNTING/TAX PREPARATION FEES 5950 2975 2975 CLIFFWATER CORPORATE LENDING FUND FMV 969939 969939 FEDERATED HERMES TOTAL RETURN BOND FUND FMV 1473636 1473636 GOLDMAN SACHS SMALL CAP VALUE INSIGHTS INSTL FUND FMV 258535 258535 LOOMIS SAYLES SMALL CAP GROWTH INSTL FUND FMV 239823 239823 SCHWAB US MID-CAP INDEX FUND FMV 230113 230113 SCHWAB S&P 500 INDEX FUND FMV 2011910 2011910 VANGUARD EQUITY-INCOME ADM FUND FMV 1429395 1429395 DIAMOND HILL SHORT DUR FMV 252708 252708 AMERICAN BEACON NINETY ONE GBL FRNCHS FMV 832067 832067 BAILLIE GIFFORD LONG TERM GLOBAL GR FMV 766350 766350 MONDRIAN GLOBAL EQUITY VALUE FMV 844789 844789 SCHWAB INTERNATIONAL INDEX FMV 476944 476944 OFFICE EXPENSE 9383 938 8445 STATE OF OHIO FILING FEE 225 0 0 INCREASE IN MARKET VALUE 408254 INVESTMENT ADVISOR FEES 35000 35000 0 FEDERAL EXCISE TAX 11705 0 0