2022-11-10T08:34:29-06:00 2021-12-31 341897225 HILL BARTH & KING LLC 6603 SUMMIT DRIVE CANFIELD OH 44406 990 2021-01-01 341904353 COMMUNITY FOUNDATION OF THE MAHONING VALLEY COMM 3307435555 201 EAST COMMERCE STREET 150 YOUNGSTOWN OH 44503 SHARI HARRELL PRESIDENT 3307435555 2022-11-09 1 SHARI HARRELL 999009999 THOMAS W DAVIS P00058448 3307588613 2022-11-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SHARI HARRELL 201 EAST COMMERCE STREET 150 YOUNGSTOWN OH 44503 2477157 0 X WWW.CFMV.ORG X 1999 OH TO ATTRACT RESOURCES TO ENHANCE THE QUALITY OF LIFE FOR THE RESIDENTS OF THE MAHONING VALLEY. 12 12 9 21 0 0 4563781 1457823 280458 317996 699370 698421 0 0 5543609 2474240 2659906 2182477 0 0 410098 429930 0 0 26180 390162 554270 3460166 3166677 2083443 -692437 43065649 48407645 6268704 7742742 36796945 40664903 THE COMMUNITY FOUNDATION IS THE LEADER AND ADVOCATE FOR STRATEGIC PHILANTHROPY, PARTNERING WITH DONORS TO ANCHOR A PERMANENT AND GROWING ENDOWMENT MAKING INVESTMENTS IN THE MAHONING VALLEY THAT IMPROVE THE QUALITY OF LIFE FOR ALL RESIDENTS. 0 0 2589631 2182477 317996 COMMUNITY FOUNDATION OF THE MAHONING VALLEY SHALL IDENTIFY AND SUPPORT COMMUNITY BASED CHARITABLE PURPOSES IN THE AREAS OF HEALTH, EDUCATION, ECONOMIC DEVELOPMENT, HUMAN SERVICES, AND HISTORICAL, CULTURAL AND ENVIRONMENTAL ACTIVITIES. 2589631 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 12 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X SHARI HARRELL 3307435555 201 EAST COMMERCE STREET SUITE 150 YOUNGSTOWN OH 44503 KAREN COHEN CHAIRPERSON 1.00 X X 0 0 0 TIMOTHY FRANCISCO PHD VICE CHAIRPERSON 1.00 X X 0 0 0 SAMUEL FRIES TREASURER 1.00 X X 0 0 0 CARMELLA WILLIAMS SECRETARY 1.00 X X 0 0 0 JIM BAKER DIRECTOR 1.00 X 0 0 0 KATHY HARLEY DIRECTOR 1.00 X 0 0 0 JEFFREY HEINTZ DIRECTOR 1.00 X 0 0 0 WILLIAM MULLANE DIRECTOR 1.00 X 0 0 0 VINCE PETERSON II DIRECTOR 1.00 X 0 0 0 GENNA PETROLLA DIRECTOR 1.00 X 0 0 0 JENNIFER ROLLER DIRECTOR 1.00 X 0 0 0 PATRICIA SWEENEY DIRECTOR 1.00 X 0 0 0 SHARI HARRELL PRESIDENT 40.00 X 117327 0 13142 117327 0 13142 1 0 0 0 0 16052 1441771 517806 1457823 317996 317996 317996 698421 698421 2917 16052 2917 0 2474240 317996 0 698421 2100189 2100189 82288 82288 117328 92689 17599 7040 244548 193193 36682 14673 10993 8684 1649 660 29090 22981 4364 1745 27971 22097 4196 1678 48500 48500 194467 194467 62735 62735 2235 1766 134 335 5669 5669 31981 31981 362 362 846 846 12498 12498 7742 7742 COMPUTER EXPENSES 68213 68213 HEALTHY LIVING PROGRAM 65096 65096 DUES & SUBSCRIPTIONS 23084 23084 SUPPLIES 6750 6750 24092 648 23395 49 3166677 2589631 550866 26180 668757 311173 48500 25615 90002 64281 38219 25721 42299073 48023245 11100 21891 43065649 48407645 10000 0 6258704 7742742 6268704 7742742 X 31678346 27763517 5118599 12901386 36796945 40664903 43065649 48407645 X -692437 4560395 0 X X 0 1 X 1 0 X 2611149 1213157 1191249 1480695 1441771 7938021 2611149 1213157 1191249 1480695 1441771 7938021 1077812 6860209 372624 437577 603537 699370 698421 2811529 26415 34508 10118 10170 16052 97263 10846813 1207230 0.63250 0.65440 X SCHEDULE A PART II LINE 10 OTHER INCOME ON PART II CONSISTS OF FUNDRAISING INCOME AND MISCELLANEOUS OTHER INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53 1399438 1694290 21144156 1 1 36027485 3489867 5258819 2468506 781687 41525978 30893817 3189506 4172856 1696670 532024 36027485 25390852 5222170 4773322 3379347 1113180 30893817 18883040 8927005 -799215 1265437 354541 25390852 15782801 2453166 2203725 1274352 282300 18883040 0.69057 0.00698 0.30245 0 0 51426 31713 19713 38576 32568 6008 25721 AGENCY FUNDS 7734570 PAYROLL TAXES WITHHELD 8172 7742742 BUILDING FOREVER CAMPAIGN 18500 15583 2917 2917 PASS THROUGH FUNDRAISERS 469 469 18969 16052 2917 2917 2917 0 1 ANGELS FOR ANIMALS INC 4750 STATE ROUTE 165 CANFIELD OH 444060000 341654608 501 (C) (3) 9500 0 PROGRAM SUPPORT BEATITUDE HOUSE 238 TOD LANE YOUNGSTOWN OH 44504 341662460 501 (C) (3) 78000 0 PROGRAM SUPPORT BLESSED SACRAMENT PARISH 3020 REEVES ROAD NE WARREN OH 44483 340873202 501 (C) (3) 10000 0 PROGRAM SUPPORT BOARDMAN LOCAL SCHOOLS 7410 MARKET STREET BOARDMAN OH 44512 930987736 BOARDMAN LOCAL SCHOO 40214 0 PROGRAM SUPPORT CITY OF YOUNGSTOWN 26 SOUTH PHELPS STREET YOUNGSTOWN OH 44503 346003189 CITY OF YOUNGSTOWN 125000 0 PROGRAM SUPPORT COLEMAN PROFESSIONAL SERVICES INC 5982 RHODES ROAD KENT OH 44240 341240178 501 (C) (3) 10000 0 PROGRAM SUPPORT COMMUNITY LEGAL AID SERVICES INC 25 E BOARDMAN STREET SUITE 520 YOUNGSTOWN OH 44503 340753560 501 (C) (3) 25000 0 PROGRAM SUPPORT COMPASS FAMILY AND COMMUNITY SERVICES 535 MARMION AVENUE YOUNGSTOWN OH 44502 340714662 501 (C) (3) 15000 0 PROGRAM SUPPORT CORTLAND-BAZETTA HISTORICAL SOCIETY PO BOX 151 CORTLAND OH 44410 800079048 501 (C) (3) 10000 0 PROGRAM SUPPORT DIOCESE OF YOUNGSTOWN 144 W WOOD STREET YOUNGSTOWN OH 44503 340714655 501 (C) (3) 12500 0 PROGRAM SUPPORT DOWN SYNDROME ASSOCIATION OF THE VALLEY 945 BOARDMAN CANFIELD ROAD SUITE 12 BOARDMAN OH 44512 260574548 501 (C) (3) 10000 0 PROGRAM SUPPORT FINE ARTS COUNCIL OF TRUMBULL COUNTY INC PO BOX 48 WARREN OH 44481 341168223 501 (C) (3) 8000 0 PROGRAM SUPPORT GIRL SCOUNTS OF NORTH EAST OHIO ONE GIRL SCOUT WAY MACEDONIA OH 44056 340726094 501 (C) (3) 10000 0 PROGRAM SUPPORT GOLDEN STRING INC 12 S PHELPS STREET YOUNGSTOWN OH 44503 341945521 501 (C) (3) 12500 0 PROGRAM SUPPORT GREAT TRAIL COUNCIL BOY SCOUTS OF AMERICA 4930 ENTERPRISE BLVD NW WARREN OH 44481 221576300 501 (C) (3) 17500 0 PROGRAM SUPPORT HEART REACH NEIGHBORHOOD MINISTRIES PO BOX 778 YOUNGSTOWN OH 44501 341817755 501 (C) (3) 30000 0 PROGRAM SUPPORT HOME FOR GOOD RE-ENTRY RESOURCE REFERRAL CENTER 201 WICK AVENUE YOUNGSTOWN OH 44503 812866049 501 (C) (3) 10000 0 PROGRAM SUPPORT HUMILITY OF MARY HOUSINGEMMANUEL COMMUNITY CARE CENTER 2 NORTH STATE STREET GIRARD OH 44420 251592420 501 (C) (3) 16700 0 PROGRAM SUPPORT INSPIRING MINDS 837 WOODLAND ST NE WARREN OH 44483 261429323 501 (C) (3) 32500 0 PROGRAM SUPPORT JOHN F KENNEDY HIGH SCHOOL 2550 CENTRAL PARKWAY AVE SE WARREN OH 44484 260566792 JOHN F. KENNEDY HIGH 5500 0 PROGRAM SUPPORT JOURALISM FUNDING PARTNERS 1731 HOWE AVENUE 242 SACRAMENTO CA 95825 842968843 501 (C) (3) 16795 0 PROGRAM SUPPORT LIT YOUNGSTOWN 323 WICK AVENUE 9 YOUNGSTOWN OH 44503 473883927 501 (C) (3) 6600 0 PROGRAM SUPPORT MAHONING COUNTY EDUCATIONAL SERVICE CENTER 100 DEBARTOLO PL SUITE 220 YOUNGSTOWN OH 44512 341504730 501 (C) (3) 20000 0 PROGRAM SUPPORT MAHONING VALLEY HISTORICAL SOCIETY 648 WICK AVENUE YOUNGSTOWN OH 44502 340872868 501 (C) (3) 18370 0 PROGRAM SUPPORT MAHONING YOUNGSTOWN COMMUNITY ACTION PARTNERSHIP 1325 FIFTH AVENUE YOUNGSTOWN OH 44504 340969202 501 (C) (3) 10000 0 PROGRAM SUPPORT MIDLOTHIAN FREE HEALTH CLINIC PO BOX 2965 YOUNGSTOWN OH 44511 010887315 501 (C) (3) 12500 0 PROGRAM SUPPORT MILL CREEK METROPARKS 7574 COLUMBIANA-CANFIELD ROAD CANFIELD OH 44406 346769709 501 (C) (3) 75783 0 PROGRAM SUPPORT MILLCREEK CHILDREN'S CENTER 44 ESSEX STREET YOUNGSTOWN OH 44502 341202596 501 (C) (3) 10250 0 PROGRAM SUPPORT NORTHEAST OHIO ADOPTION SERVICES 5000 EAST MARKET STREET NO 26 WARREN OH 44484 341255887 501 (C) (3) 10000 0 PROGRAM SUPPORT OH WOW THE ROGER & GLORIA JONES CHILDREN'S CENTER FOR SCIENCE AND TECHNOLO 11 W FEDERAL STREET YOUNGSTOWN OH 44503 043617085 501 (C) (3) 18000 0 PROGRAM SUPPORT OHIO LIVING HOLDINGS DBA OHIO LIVING HOME HEALTH AND HOSPICE 1001 KINGSMILL PKWY COLUMBUS OH 43229 272564811 501 (C) (3) 50000 0 PROGRAM SUPPORT OPERA WESTERN RESERVE INCORPORATED 1000 FIFTH AVENUE YOUNGSTOWN OH 44504 203444934 501 (C) (3) 8500 0 PROGRAM SUPPORT PLANNED PARENTHOOD OF GREATER OHIO 206 E STATE STREET COLUMBUS OH 43215 341015976 501 (C) (3) 15400 0 PROGRAM SUPPORT POTENTIAL DEVELOPMENT SCHOOL FOR STUDENTS WITH AUTISM 2405 MARKET STREET YOUNGSTOWN OH 44507 340789759 501 (C) (3) 10000 0 PROGRAM SUPPORT RESCUE MISSION OF MAHONING VALLEY 962 MARTIN LUTHER KING JR YOUNGSTOWN OH 44501 346006424 501 (C) (3) 110000 0 PROGRAM SUPPORT RUSSELLVILLE BOARD OF EDUCATION 355 S SUMMER STREET RUSSELLVILLE KY 616001174 616001174 RUSSELLVILLE BOARD O 12000 0 PROGRAM SUPPORT SECOND HARVEST FOODBANK OF THE MAHONING VALLEY 2805 SALT SPRINGS ROAD YOUNGSTOWN OH 44509 341380074 501 (C) (3) 7558 0 PROGRAM SUPPORT SOCIETY OF ST VINCENT DE PAUL TRUMBULL COUNTY 2431 NILES ROAD SE WARREN OH 44484 611596686 501 (C) (3) 40000 0 PROGRAM SUPPORT STAMBAUGH AUDITORIUM 1000 FIFTH AVENUE YOUNGSTOWN OH 44504 346002716 501 (C) (3) 152600 0 PROGRAM SUPPORT STUDENTS MOTIVATED BY THE ARTS 100 EAST FEDERAL PLAZA SUITE 415 YOUNGSTOWN OH 44503 465074948 501 (C) (3) 40000 0 PROGRAM SUPPORT THE CATHOLIC UNIVERSITY OF AMERICA 620 MICHIGAN AVENUE NE WASHINGTON DC 20064 530196583 501 (C) (3) 155000 0 PROGRAM SUPPORT THE ENGLISH CENTER 1119 ELM STREET YOUNGSTOWN OH 44505 341547191 501 (C) (3) 33525 0 PROGRAM SUPPORT THE RYAN GIAMBATTISTA HELMS FOUNDATION 7620 MARKET STREET 2ND FLOOR BOARDMAN OH 44512 843735426 501 (C) (3) 10000 0 PROGRAM SUPPORT THE UNITED WAY OF YOUNGSTOWN AND THE MAHONING VALLEY 255 WATT STREET YOUNGSTOWN OH 44505 340714598 501 (C) (3) 118513 0 PROGRAM SUPPORT THE YOUNGSTOWN PLAYHOUSE 600 PLAYHOUSE LANE YOUNGSTOWN OH 44511 340714733 501 (C) (3) 13266 0 PROGRAM SUPPORT TRINITY UNITED METHODIST CHURCH 30 W FRONT STREET YOUNGSTOWN OH 44503 340714819 501 (C) (3) 7500 0 PROGRAM SUPPORT TRUMBULL COUNTY EDUCATIONAL SERVICE CENTER 6000 YOUNGSTOWN WARREN RD NILES OH 44446 341387427 501 (C) (3) 23000 0 PROGRAM SUPPORT TRUMBULL MOBILE MEALS INC 323 E MARKET ST WARREN OH 444811207 237137110 501 (C) (3) 30000 0 PROGRAM SUPPORT TRUMBULL NEIGHBORHOOD PARTNERSHIP 736 MAHONING AVE NW WARREN OH 44483 273028186 501 (C) (3) 10000 0 PROGRAM SUPPORT UNITED WAY OF TRUMBULL COUNTY 3601 YOUNGSTOWN ROAD SE WARREN OH 44484 341083629 501 (C) (3) 23268 0 PROGRAM SUPPORT VETERANS' OUTREACH 7 BELGRADE AVENUE YOUNGSTOWN OH 44505 223272976 501 (C) (3) 12000 0 PROGRAM SUPPORT WALSH UNIVERSITY 2020 E MAPLE ST N CANTON OH 44720 340868798 501 (C) (3) 20000 0 PROGRAM SUPPORT WARREN FAMILY MISSION PO BOX 311 WARREN OH 44482 341919612 501 (C) (3) 30000 0 PROGRAM SUPPORT WARREN GRIDIRON CLUB PO BOX 1996 WARREN OH 44482 341641734 501 (C) (3) 15394 0 PROGRAM SUPPORT WESTERN RESERVE HEALTH EDUCATION INC 1350 E MARKET STREET 7TH FLOOR WARREN OH 44483 452409508 501 (C) (3) 23772 0 PROGRAM SUPPORT WESTERN RESERVE LAND CONSERVANCY 3850 CHAGRIN RIVER RD MORELAND HILLS OH 44022 341571233 501 (C) (3) 25000 0 PROGRAM SUPPORT YELLOW BRICK PLACE 2959 CANFIELD ROAD SUITE 10 YOUNGSTOWN OH 44511 453748944 501 (C) (3) 25000 0 PROGRAM SUPPORT YMCA OF YOUNGSTOWN 17 N CHAMPION STREET YOUNGSTOWN OH 44501 340714730 501 (C) (3) 8500 0 PROGRAM SUPPORT YOUNGSTOWN AREA GOODWILL INDUSTRIES INC 2747 BELMONT AVENUE YOUNGSTOWN OH 44505 340714576 501 (C) (3) 10000 0 PROGRAM SUPPORT YOUNGSTOWN AREA JEWISH FEDERATION 505 GYPSY LANE YOUNGSTOWN OH 44504 340714442 501 (C) (3) 40500 0 PROGRAM SUPPORT YOUNGSTOWN BUSINESS INCUBATOR 241 WEST FEDERAL STREET YOUNGSTOWN OH 44503 341751707 501 (C) (3) 17000 0 PROGRAM SUPPORT YOUNGSTOWN CITYSCAPE INC PO BOX 75 YOUNGSTOWN OH 44504 341924868 501 (C) (3) 20000 0 PROGRAM SUPPORT YOUNGSTOWN NEIGHBORHOOD DEVELOPMENT CORPORATION 820 CANFIELD RD YOUNGSTOWN OH 44511 264117989 501 (C) (3) 15000 0 PROGRAM SUPPORT YOUNGSTOWN STATE UNIVERSITY FOUNDATION ONE UNIVERSITY PLAZA YOUNGSTOWN OH 44555 341011998 501 (C) (3) 54000 0 PROGRAM SUPPORT YOUNGSTOWN SYMPHONY SOCIETY 260 W FEDERAL STREET YOUNGSTOWN OH 44503 340639988 501 (C) (3) 5100 0 PROGRAM SUPPORT YWCA MAHONING VALLEY 25 W RAYEN AVENUE YOUNGSTOWN OH 44503 340714732 501 (C) (3) 11450 0 PROGRAM SUPPORT COLLEGE SCHOLARSHIP GRANTS 61 82288 PART I, LINE 2: THE ORGANIZATION REQUIRES GRANT APPLICATIONS TO BE SUBMITTED. THE FOUNDATION STAFF REVIEWS THE GRANT APPLICATIONS FOR ELIGIBILITY AND VERIFIES ALL RELATED INFORMATION IS OBTAINED FROM APPLICANT. THE GRANT APPLICATIONS ARE THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. X 15 517806 STOCK MARKET QUOTES 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND VOLUNTEERS MUST ADHERE TO THE FOUNDATION'S WRITTEN CONFLICT OF INTEREST POLICY AND SIGN A STATEMENT ANNUALLY ENSURING THEIR COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS USED COMPARABLE DATA AND JOB PERFORMANCE TO DETERMINE THE COMPENSATION OF THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE ALSO AVAILABLE AT THEIR WEBSITE AT WWW.CFMV.ORG. FORM 990, PART XII, LINE 2C NO CHANGE OF THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. THE AUDITED FINANCIAL STATEMENTS WERE PRESENTED & APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART XI, LINE 5 NET UNREALIZED GAIN ON INVESTMENTS OF $4,560,395. THE WILLIAM SWANSTON CHARITABLE FUND 23 FEDERAL PLAZA YOUNGSTOWN OH 44501 341273093 SUPPORTING ORGANIZATION OH 501(C)(3) LINE 11, TYPE I COMMUNITY FOUNDATION OF THE MAHONING VALLEY 0 THE WESTERN RESERVE HEALTH FOUNDATION 201 EAST COMMERCE STREET YOUNGSTOWN OH 44503 341461047 SUPPORTING ORGANIZATION OH 501(C)(3) LINE 11, TYPE I COMMUNITY FOUNDATION OF THE MAHONING VALLEY 0 THE TRUMBULL MEMORIAL HEALTH FOUNDATION 201 EAST COMMERCE STREET YOUNGSTOWN OH 44503 341195190 SUPPORTING ORGANIZATION OH 501(C)(3) LINE 11, TYPE I COMMUNITY FOUNDATION OF THE MAHONING VALLEY 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 THE WILLIAM SWANSTON CHARITABLE FUND L 62914 SET BY CONTRACT THE WESTERN RESERVE HEALTH FOUNDATION L 100270 SET BY CONTRACT THE TRUMBULL MEMORIAL HEALTH FOUNDATION L 100023 SET BY CONTRACT THE WILLIAM SWANSTON CHARITABLE FUND C 50000 CASH AMOUNT THE WESTERN RESERVE HEALTH FOUNDATION C 50000 CASH AMOUNT THE TRUMBULL MEMORIAL HEALTH FOUNDATION C 50000 CASH AMOUNT