Table of Contents - Mathile Family Foundation · Table of Contents 2... Scholarships 4 ... Girl Scouts of Buckeye Trails ... Organizations eligible to apply for grant awards should

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Table of Contents

2... Scholarships

4... Q1 2007 Grants

6... Q2 2007 Grants

8... Q3 2007 Grants

10... Q4 2007 Grants

12... Grant Application Guidelines

14... Mathile Community Awards

16... The Salvation Army of Greater Dayton

18... PACE

20... Mathile Community Awards Guidelines

21... Trustees and Staff

22... Financial Statement

24... Final Thoughts

25... Links to Learning

Dear Friends,

In my years with the Mathile Family Foundation, I have been both humbled and inspired to work with so many exceptional people and organizations striving to make a difference in our community. As we continue to impact children and families in need, I strongly believe that we must acknowledge two essential truths:

• Addressing the needs in our community requires a tremendous variety of resources, strategies, and programs.

• The effort of every individual truly matters.

One of Mary Mathile’s favorite quotes by Mother Teresa conveys this idea beautifully: “Good works are links that form a chain of love.” One person, one action, or one moment may not seem to accomplish much in isolation, but every link is essential to keep the chain intact.

The theme of this year’s annual report, Links to Learning, embraces this concept. Each organization that received a grant in 2007 contributed a vital link to the chain that binds us all. “Links” can also refer to the important role technology plays in education today. By providing unprecedented access to people, information, and resources, technology can help children to learn and connect in new and remarkable ways. The booklet accompanying this folder is modeled on a popular high-tech device and includes links to useful Web sites.

Looking ahead, I can’t predict how technology may transform the way we live, learn, and connect. Come what may, though, we will continue to support organizations that link vital resources to children and families in need.

Sincerely,

Gregory S. Edwards Executive Director

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“The best way to find yourself is to lose yourself in the service of others.”– Mohandas Gandhi

2007 Scholarships – $311,956

Anderson University

Bowling Green State University

Carroll High School

Cedarville University

Chaminade-Julienne Catholic High School

Cleveland State University

Miami University

North Central University

Ohio Northern University

Ohio State University

Ohio University

Sinclair Community College

University of Cincinnati

University of Dayton

University of Montana

Valparaiso University

Wittenberg University

Wright State University

Xavier University

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The Jeremiah Program

Kids Voting USA

The Learning Tree Farm, Inc.

Life Essentials

March of Dimes

Mary Queen of Peace School

The Muse Machine

National Multiple Sclerosis Society

Ohio Business Week Foundation

Ohio FFA Foundation, Inc.

The Ohio Foundation of Independent Colleges

Ohio State University

Omega Community Development Corporation

The Omega School of Excellence

Parents Advancing Choice in Education

Pathway Family Center

Rehabilitation Center for Neurological Development

Ronald McDonald House Charities of the Miami Valley Region

St. Anthony Catholic Church

Saint Mary’s College

St. Rita School for the Deaf

Sinclair Community College Foundation

Sisters of the Precious Blood

Son Reign Ministries

Southern Illinois University

Special Olympics of Greater Dayton

Suicide Prevention Center, Inc.

Tri-County Women’s Network

Victoria Theatre Association

We Care Arts

Wilson Commencement Park

Womanline of Dayton, Inc.

Wright State University

YWCA of Dayton

Q1 2007 Grants – $5,396,598

A Special Wish Foundation

Alzheimer’s Disease and Related Disorders Association, Inc.

American Cancer Society

American Diabetes Association

American Heart Association

American Lung Association

Archdiocese of Cincinnati

Artemis Center

Big Brothers Big Sisters of the Greater Miami Valley, Inc.

Black Brothers/Black Sisters Involvement

Boys Hope Girls Hope

Building Bridges

Catholic Schools Office

Catholic Social Services of the Miami Valley

The Center for Education Reform


Christ Child Society of Dayton

Cystic Fibrosis Foundation – Dayton Chapter

The Dayton Art Institute

Dayton Contemporary Dance Company

The Dayton Foundation

Dayton Fund for Home Rehabilitation

Dayton Public Schools

Dayton Sickle Cell Affected Families Association, Inc.

The Dayton Urban League

Epilepsy Association of Western Ohio

The Foodbank, Inc.

Girl Scouts of Buckeye Trails Council

The Glen at St. Joseph

Golden Acres Migrant Ministrant Center

Goodwill/Easter Seals of the Miami Valley

The Grandview Foundation

Greater Dayton Area Health Information Network

Greater Dayton Pro-Life Education Foundation

Huesman Heart Foundation, Inc.

Humane Society of Greater Dayton

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“May we all be instruments of

peace, of love, and of compassion.”

– Mother Teresa

Q2 2007 Grants – $5,004,902

Congregation of Divine Providence


Dayton Metro Library

Founders Family Center


Holy Angels School

Hospice of Dayton, Inc.

Kettering Medical Center Foundation

The Maria Joseph Living Care Center

Marianist Province of the U.S.


Memorial United Church of Christ

Miami Valley Career Technology Center

Miami Valley Young Marines

The National Conference for Community and Justice of Greater Dayton

New City School

Northmont City School District

Our Lady of the Rosary


Rebuilding Together Dayton, Inc.

St. Christopher Church

St. Jude Children’s Research Hospital


The Salvation Army

Samaritan Outreach

Senior Resource Connection

South Community, Inc.

Unified Health Solutions, Inc.


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Q3 2007 Grants – $4,712,380

A Special Wish Foundation

Boys Hope Girls Hope

Camp Fire USA Greater Dayton Area Council

Carroll High School

Catholic Campaign Office

Catholic Inner-City Schools Education Fund


Catholic Social Services of the Miami Valley

Central American Ministries

Cincinnati Works

Cox Arboretum & Gardens


Dunbar House

Eastway Corporation

Girl Scouts of Buckeye Trails Council


The Grandview Foundation


K12 Gallery for Young People

The Learning Tree Farm, Inc.

The Maria-Joseph Living Care Center


The National Conference for Community and Justice of Greater Dayton

Our Lady of the Immaculate Conception Church


Partnerships 4 Success

Reach Out of Montgomery County



Samaritan Health Foundation

Southern Illinois University


University of Iowa

Wright Dunbar, Inc.

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Ronald McDonald House Charities of Greater Cincinnati

St. Anthony Catholic Church

St. Anthony School


St. John’s Jesuit High School


St. Peter School

St. Vincent DePaul Society

South Community, Inc.

Southern Christian Leadership Conference

The Summit Country Day School

United Way of the Greater Dayton Area


Victoria Theatre Association

Q4 2007 Grants – $5,194,239

Adventures for Wish Kids, Inc. Cincinnati Chapter

Adventures for Wish Kids, Inc. Dayton Chapter

Artemis Center

Boston College


Central American Ministries


Child Care Choices

The Children’s Medical Center of Dayton

Cincinnati Art Museum

Cincinnati Children’s Hospital Medical Center

The Cincinnati Zoo and Botanical Garden

Cooperative for Education

Crayons to Computers

Culture Works

Dakota Center

Daybreak


Dayton Philharmonic Orchestra

Dayton Public Schools

East End Community Service Corporation

Eastway Corporation

Elizabeth’s New Life Center

Family Service Association

Family Violence Prevention Center of Greene County


Golden Acres Migrant Ministrant Center


Holy Trinity Catholic Church

Junior Achievement OKI Partners, Inc.


Memorial United Church of Christ

Mercy Manor

Ohio Association of Nonprofit Organizations

Ohio Grantmakers Forum


Parents Television Council

• Description of the project for which funding is requested

• Profile of the population served and how they will benefit

• Description of project goals or objectives• Timeline for implementation and duration

of project• Total dollar amount requested, along with

a line-item project budget• List of collaborating partners in the project

and their roles• List of amounts pending and committed

by other funders to the project• Explanation of how the project will be

sustained beyond the period for which funding is requested

III. Project EvaluationThe Foundation will place greater priority on projects that present clear and measurable outcomes.• List specific outcomes of this project and the

timeframe within which they will occur.• Specify for each outcome the measurable

results you intend to achieve, along with quantitative and/or qualitative benchmarks (i.e., $, #, %, dates).

• Describe how you plan to measure the outcomes; your plan should specify any tools and/or methods used for measuring progress and success.

• Explain how the results of your project evaluation will be used.

4. Please include with your proposal one copy of the following supporting documentation:

• One-page cover letter, signed by the chief executive officer, that summarizes the project and states the requested amount

• Board of Trustees list• Copy of IRS determination letter verifying tax-

exempt status • List of major financial contributors• Most recent audited financial statements• Organizational budget for current year• Organizational budget vs. actual for

preceding year• Current financial statements, including balance

sheet and income statement• Most recent annual report• Strategic plan

Proposal DeadlinesThe Mathile Family Foundation notifies prospective grantees of the funding decision within 70 days of the proposal deadline. The deadlines for submitting a request are:• February 1• May 1• August 1• November 1

Contact InformationMathile Family FoundationP.O. Box 13615Dayton, OH 45413-0615Phone: (937) 264-4607Fax: (937) 264-4805

Mathile Family Foundation Quarterly GrantsApplication Guidelines

Submission MethodsThe Mathile Family Foundation encourages grantseekers to submit funding proposals online via our Web site at www.mathilefamilyfoundation.org/giving/grants.asp. We will continue to accept hard-copy proposals but prefer that applications be submitted online.

MissionTo create opportunities for children in need by focusing support to children and their families who have already exhibited the motivation to succeed.

Focus Areas• Education• Health

Geographic PriorityThe Mathile Family Foundation gives highest priority to eligible organizations located in the Greater Dayton area. Organizations that fall outside this geographic scope are considered only under special circumstances.

Grant AwardsThe Foundation considers proposals for grant amounts of $1,000 and higher. Multi-year funding requests may be considered for up to three years. As a general guideline, the size of the request should be approximately 10 percent of the project’s budget.

EligibilityOrganizations requesting funds must be tax-exempt under the Internal Revenue Code Section 501(c)(3). The Foundation supports projects that best align with its mission and focus areas. In addition to project support, the Foundation

also considers funding requests for scholarships, capital, and operating expenses. Scholarship applicants are required to complete a separate application form that may be acquired by contacting the Foundation.

Grant LimitationsThe Mathile Family Foundation will not consider funding requests for the following:• Endowment funds• Mass funding appeals• Sponsorships, except for special circumstances• Tickets or advertising for fundraising events• Grants or loans to individuals• Political campaigns or activities

Grant Proposal FormatOrganizations eligible to apply for grant awards should comply with the proposal format outlined below when preparing their funding request.

1. Only ONE copy of the proposal is needed; please do not provide a plastic-bound or expensively produced copy.

2. Proposals should be a maximum of four pages.

3. Proposal content should include:

I. Organizational Information, including• Vision and mission statements• Organizational history and purpose• Brief description of services provided and

service area

II. Project Description, includingStatement of why the project is needed and the specific problems it will help to address in the community; please provide relevant statistical data, preferably local, that supports your needs statement.

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Mathile Community Awards

For nearly a decade, the Mathile Family Foundation has awarded $5 million annually for large-scale projects consistent with the Foundation’s mission: “To create opportunities for children in need by focusing support to children and their families who have already exhibited the motivation to succeed.”

These special grants, known as the Mathile Community Awards, provide $500,000 to $5 million to fund ambitious and innovative projects that improve the lives of children and families in need.

2007 Mathile Community Award Recipients

The Salvation Army of Greater DaytonAwarded: $3 millionThe Ray and Joan Kroc Corps Community Center

Parents Advancing Choice in Education (PACE)Awarded: $2 millionK-12 Scholarship Program

“Hold fast to dreams, for if dreams die, life is a broken winged bird that cannot fly.” – Langston Hughes

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The Salvation Army of Greater DaytonAwarded: $3 millionThe Ray and Joan Kroc Corps Community Center

For more than 115 years, the Salvation Army of Greater Dayton has worked to transform people’s lives in the Miami Valley. Inspired by the gospel of Christ and motivated by the love of God, Salvation Army staff and volunteers provide basic necessities such as food and shelter. But that’s not all. The organization also provides education, counseling, social services, and a variety of character-building programs.

In 2006, the Dayton Salvation Army was awarded a $69 million grant from the estate of philanthropist Joan Kroc. Kroc’s deceased husband, Ray, founded the McDonald’s restaurant chain. The grant was designated for the construction and operation of a new community center on a 17.5-acre campus at the corner of Webster and Keowee Streets in the McCook Field/Old North Dayton neighborhood. The community center will allow the Salvation Army to expand its services in order to reach more individuals and families in need. It will also help to revitalize a historic neighborhood with extreme levels of poverty (47% of households), single parents (80% of households), and young people (35% under age 17).

The project will include both renovation of the historic Katherine Kennedy Brown home and construction of an additional 107,000-square-foot facility. When the center opens in 2009, it is expected to serve 2,000 area families immediately and to impact 4,000 or more families within three years.

A 2007 Mathile Community Award supplemented the Kroc grant with vital funding to support the creation of the new community center.

www.daytonsalvationarmy.org

The new facility will include:• Early childhood

education• Youth education• Family literacy• Family-friendly

computer cafe• Transitional housing• Social service and

counseling offices• Recreation areas• Community

meeting rooms• Movie theater

and lecture hall• Dance studio• Piano lab• Worship center

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“Education is the most powerful weapon which you can use to change the world.”– Nelson Mandela

Parents Advancing Choice in EducationAwarded: $2 millionK-12 Scholarship Program

PACE strives to empower parents to give their children the best possible education, even in the case of severe financial difficulty. Each year, the organization distributes hundreds of scholarships that enable children from kindergarten through high school to enroll in private or religious schools. Through its Parents Network, PACE also helps to connect families, of all backgrounds, to play an active role in their children’s education.

In 2007, the Foundation deepened its longstanding support of PACE by providing a Community Award to greatly extend the organization’s scholarship program. Each year, thousands of families have been placed on a waiting list for a limited number of scholarships. To address this significant need, PACE decided to launch a dedicated, long-term effort to include more families and ultimately eliminate the waiting list.

In addition to assisting more low-income families and adding some funding for students who are entering college, PACE is launching a new three-year endeavor to assist low-income urban families who want to provide a quality Catholic education for their children. The Mary Queen of Peace Scholarship Program not only brings an excellent religious education within reach of many families in need, but it also serves to strengthen and sustain urban Catholic education as a vital, longstanding presence in our community.

As PACE prepares to celebrate its tenth anniversary in 2008, the organization is proud to be serving more children and families than ever before – even while striving to extend its services still further.

www.pacedayton.org

“God has most certainly blessed this organization and its staff… May God continue to bless you as you continue to bless our community.”

Grandparents of PACE student

Trustees and Staff

Board of Trustees

MaryAnn MathileChair, Chief Executive Officer, and Treasurer

Clayton L. MathilePresident

Richard J. CherneskySecretary

Catherine Mathile Laden

Timothy Mathile

Michelle Mathile

Patrick Prikkel

Tina Mathile Kroovand

Francis J. Butler

Anne Remmer Cole

Mary E. Walsh

Executive and Administrative Staff

Gregory S. EdwardsExecutive Director(937) 264-4632

Donna BeesonAssistant to the Chair and CEO(937) 264-4610

Brenda CarnalAssistant to the Executive Director(937) 264-4606

Program Staff

Bonnie BakerDirector of Community Relations(937) 264-4806

Nina DiGuardi VasiliuProgram Officer(937) 264-4801

Angela HayesGrant Associate(937) 264-4607

Brooke L. KatinskyProgram Officer(937) 264-4807

Kippy Ungerleider KingProgram Director(937) 264-4609

Mary Lynn NaughtonProgram Director(937) 264-4802

Mathile Community AwardsGuidelines

MissionTo support large-scale projects that enhance the mission of the Mathile Family Foundation.

Grantmaking ProcessThe Mathile Family Foundation interviews advisors from a cross-section of community leaders to draw up a prioritized list of programs, projects, and initiatives for funding. Requests for proposals are extended based on the priority list and interests of the Foundation. The Mathile Community Awards grant review committee determines grant recipients and amounts.

Community Awards• Geographic priority:

Montgomery County, Ohio• Duration of grants: One year• Grant request amount:

$500,000 minimum• Grant announcements: Annually• Total amount distributed each year:

$5 million

Proposal Guidelines1. Unsolicited proposals are

not accepted.

2. The Foundation extends invitations for proposals annually, based on citizen feedback surveys and input from individual community advisors.

Proposals must include the following:• Show 50% support for the program

in signed pledges or written commitments

• Business plan• Budget and cash flow projections

for the project• Eligible organizations must be

tax-exempt and maintain valid status under Internal Revenue Code Section 501(c)(3).

Not accepted are:• Multi-year pledges• Endowment requests• Mass mailings

Questions? Contact: Bonnie Baker, Director of Community Relations

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Special-Purpose Statements of Cash Flows for the Years Ended November 30, 2007 and 2006

Operating Activities 2007 2006Change in net assets $ 27,322,476 $ 20,406,386 Adjustments to reconcile change in net assets to net cash provided by operating activities: Unrealized gains on investments, net (20,096,097) (18,130,636) Excise tax credit (66,897) 0 Other assets 94,819 68,140 Accrued liabilities 288,020 0.00 Accrued liabilities due to related party 3,328,887 3,170,685 Deferred tax liability 1,564,188 0Net cash provided by operating activities 12,435,396 5,514,575

Investing Activities Purchases of investments, net (13,804,267) (4,505,447)Net cash (used in) investing activities (13,804,267) (4,505,447)

Increase (decrease) in cash and cash equivalents (1,368,871) 1,009,128Cash and cash equivalents at beginning of year 2,451,767 1,442,639Cash and cash equivalents at end of year $ 1,082,896 $ 2,451,767

Supplemental disclosures of cash flow information Cash paid for excise taxes $ 950,000 $ 535,000

Mathile Family Foundation Financial Statement(Excluding The Glen at St. Joseph)

Special-Purpose Statements of Financial Position as of November 30, 2007 and 2006Assets 2007 2006Cash $ 1,082,896 $ 2,451,767Investments, at fair market value 353,294,679 319,394,315Excise tax credit 66,897 0Other assets 0 94,819Total assets $ 354,444,472 $ 321,940,901

Liabilities and Net Assets Accrued expenses $ 288,020 $ 0.00Accrued liabilities to related party 6,499,572 3,170,685Deferred tax liability 1,564,188 0Total liabilities 8,351,780 3,170,685Unrestricted net assets 346,092,692 318,770,216Total liabilities and unrestricted net assets $ 354,444,472 $ 321,940,901

Special-Purpose Statements of Activities and Changes in Net Assets for the Years EndedNovember 30, 2007 and 2006Contributions and Investment Income 2007 2006 Contributions $ 3,545,089 $ 48,686 Investment income 52,287,012 43,943,922 Total contributions and investment income 55,832,101 43,992,608

Expenses Grants (Exhibit I) 20,620,075 17,459,799 Investment and advisory fees 3,329,959 3,453,733 Operating expenses 2,105,485 2,069,550 Excise taxes 2,454,106 603,140 Total expenses 28,509,625 23,586,222

Change in net assets 27,322,476 20,406,386Net assets, beginning of year 318,770,216 298,363,830

Net assets, end of year $ 346,092,692 $ 318,770,216

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“Let’s all work together to create new links to learning!”

In 2007 a lot of organizations added links to the “caring

chain” that connects us all. That’s a sweet deal

for us kids!

For sure. The work they do strengthens us in

school and helps us as we grow. Their concern

for us improves our chances at a better life.

Dude! As long as there are children

in need, and people dedicated to making a difference in their lives, the chain will

keep growing.

Building links is how we roll!

Final Thoughts

Most of the organizations mentioned in this report have Web sites with information about their goals, activities, and impact, as well as ways you can get involved to support their efforts. A simple Web search for an organization’s name should lead you to the right address, or you can add terms like “Dayton” or “Ohio” for a more specific search. For your convenience, we’ve listed a number of Web sites below to help you get started.

The Mathile Family Foundationwww.mathilefamilyfoundation.org

Sinclair Community Collegewww.sinclair.edu

Our Lady of the Rosary www.olr.cnd.pvt.k12.oh.us

The Glen at St. Josephwww.glenatstjoseph.org

Chaminade-Julienne Catholic High Schoolwww.cjeagles.org

Catholic Education Collaborativewww.cecdayton.org

Parents Advancing Choice in Educationwww.pacedayton.org

The Salvation Army of Dayton, Ohiowww.daytonsalvationarmy.org

For more links to learning go to:www.brainyquote.com

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P.O. Box 13615Dayton, Ohio 45413-0615

Phone: 937-264-4600Fax: 937-264-4805

Documents

Table of Contents - Mathile Family Foundation · Table of Contents 2... Scholarships 4 ... Girl Scouts of Buckeye Trails ... Organizations eligible to apply for grant awards should