2019-11-12T08:04:25-06:00 2018-12-31 341897225 HILL BARTH & KING LLC 6603 SUMMIT DRIVE CANFIELD OH 44406 990 2018-01-01 341904353 COMMUNITY FOUNDATION OF THE MAHONING VALLEY COMM 3307435555 201 EAST COMMERCE STREET NO 150 YOUNGSTOWN OH 44503 SHARI HARRELL PRESIDENT 3307435555 2019-11-01 1 THOMAS W DAVIS P00058448 3307588613 2019-11-01 198.167.186.164 2019-11-01 10:46:48 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CC7F95C5B1018D4FC2179A21D49DAAFBF46248FC 2018 2020-03-31 21:24:44Z SHARI HARRELL 201 EAST COMMERCE STREET NO 150 YOUNGSTOWN OH 44503 9766306 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 5 25 0 0 2637564 9109939 198339 205389 372624 437577 0 13401 3208527 9766306 1257884 1605160 0 0 263686 316942 0 0 48323 262151 371729 1783721 2293831 1424806 7472475 24880047 30679831 5841246 5405705 19038801 25274126 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 1929012 1605160 218790 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. 1929012 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 27 0 5 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 0 0 OH X X SHARI HARRELL 3307435555 201 EAST COMMERCE STREET SUITE 150 YOUNGSTOWN OH 44503 JENNIFER ROLLER DIRECTOR 1.00 X 0 0 0 JERRY BRYAN DIRECTOR 1.00 X 0 0 0 BRUCE BEEGHLY BOARD CHAIRPERSON 1.00 X X 0 0 0 SHELLEY TAYLOR ODILLE DIRECTOR 1.00 X 0 0 0 KEVIN YT CHIU SECRETARY 1.00 X X 0 0 0 BRIAN CORBIN DIRECTOR 1.00 X 0 0 0 TIMOTHY FRANCISCO PHD DIRECTOR 1.00 X 0 0 0 KAREN COHEN VICE CHAIRPERSON 1.00 X X 0 0 0 STEPHANIE SHAW DIRECTOR 1.00 X 0 0 0 WILLIAM MULLANE DIRECTOR 1.00 X 0 0 0 TOM FLEMING TREASURER 1.00 X X 0 0 0 GENNA PETROLLA DIRECTOR 1.00 X 0 0 0 SHARI HARRELL PRESIDENT 40.00 X 81488 0 11442 81488 0 11442 0 0 0 0 0 21107 9088832 504280 9109939 205389 205389 205389 437577 437577 0 21107 0 0 OTHER INCOME 900099 13401 13401 13401 9766306 218790 0 437577 1515160 1515160 90000 90000 81488 64376 4889 12223 183828 145224 11030 27574 6465 5107 388 970 25930 20485 1555 3890 19231 15192 1154 2885 46800 46800 134895 134895 4898 4898 5207 4114 312 781 4964 4964 22265 22265 3141 3141 4172 4172 3449 3449 7010 7010 HEALTHY LIVING PROGRAM 69354 69354 COMPUTER EXPENSES 32938 32938 DUES & SUBSCRIPTIONS 9571 9571 PRINTING EXPENSE 4638 4638 18427 18427 2293831 1929012 316496 48323 206655 37251 90002 24153 7134 65849 24666258 30576731 24880047 30679831 60000 220276 5781246 5185429 5841246 5405705 X 15067568 21427064 3781061 3656890 190172 190172 19038801 25274126 24880047 30679831 X 7472475 -1237150 0 X X 0 1 X 1 0 X 358643 606561 1113781 2611149 1213157 5903291 358643 606561 1113781 2611149 1213157 5903291 789255 5114036 223014 317292 330662 372624 437577 1681169 23875 23832 26415 34508 108630 7693090 797373 0.66480 0.64340 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 44 497235 941975 14051391 1 1 18883040 8927005 -799215 1265437 354541 25390852 15782801 2453166 2203725 1274352 282300 18883040 14679806 1189138 1061748 785784 362107 15782801 15931729 1039932 -93499 1944740 253616 14679806 15903726 279954 363563 482876 132638 15931729 0.84870 0.00750 0.14380 0 0 51426 857 50569 38576 23296 15280 65849 AGENCY FUNDS 5182136 PAYROLL TAXES WITHHELD 3293 5185429 25 UNDER 35 21107 21107 21107 21107 1 AKRON CHILDREN'S HOSPITAL MAHONING VALLEY 6505 MARKET STREET BLDG C BOARDMAN OH 44512 340714357 501 (C) (3) 70250 PROGRAM SUPPORT ANGELS FOR ANIMALS INC 4750 STATE ROUTE 165 CANFIELD OH 44406 341654608 501 (C) (3) 10000 PROGRAM SUPPORT BEATITUDE HOUSE 238 TOD LANE YOUNGSTOWN OH 44504 341662460 501 (C) (3) 46500 PROGRAM SUPPORT BIG BROTHERS-BIG SISTERS OF MAHONING VALLEY 325 N STATE STREET GIRARD OH 44420 341139677 501 (C) (3) 5000 PROGRAM SUPPORT BOARDMAN LOCAL SCHOOLS 7410 MARKET ST BOARDMAN OH 44512 930987736 GOVERNMENT AGENCY 23400 PROGRAM SUPPORT COMMUNITY LEGAL AID SERVICES INC 50 S MAIN ST STE 800 AKRON OH 44308 340753560 501 (C) (3) 10000 PROGRAM SUPPORT COMPASS FAMILY AND COMMUNITY SERVICES 535 MARMION AVENUE YOUNGSTOWN OH 44502 340714662 501 (C) (3) 10000 PROGRAM SUPPORT DIFFERENCE MAKERS 6117 CHESTNUT RIDGE ROAD HUBBARD OH 44425 341812811 501 (C) (3) 5000 PROGRAM SUPPORT DIOCESE OF YOUNGSTOWN 144 W WOOD ST YOUNGSTOWN OH 44503 340714655 501 (C) (3) 13000 PROGRAM SUPPORT YOUNGSTOWN AREA JEWISH FEDERATION - EARLY LEARNING CENTER 505 GYPSY LANE YOUNGSTOWN OH 44504 822189237 501 (C) (3) 5000 PROGRAM SUPPORT FUND FOR OUR ECONOMIC FUTURE 1360 EAST NINTH ST SUITE 210 CLEVELAND OH 44114 270606927 501 (C) (3) 7448 PROGRAM SUPPORT GREATER TRAIL COUNCIL BOY SCOUTS OF AMERICA 4930 ENTERPRISE BLVD NW WARREN OH 44481 221576300 501 (C) (3) 10000 PROGRAM SUPPORT HOSPICE OF THE VALLEY 5190 MARKET ST BOARDMAN OH 44512 341288745 501 (C) (3) 40000 PROGRAM SUPPORT JOHN F KENNEDY HIGH SCHOOL 2550 CENTRAL PARKWAY AVE SE WARREN OH 44484 260566792 GOVERNMENT AGENCY 5000 PROGRAM SUPPORT JUNIOR ACHIEVEMENT OF MAHONING VALLEY 1601 MOTOR INN DRIVE 305 GIRARD OH 44420 341714400 501 (C) (3) 6000 PROGRAM SUPPORT MAHONING COUNTY EDUCATIONAL SERVICE CENTER 100 DEBARTOLO PL SUITE 220 YOUNGSTOWN OH 44512 341504730 501 (C) (3) 22000 PROGRAM SUPPORT MAHONING VALLEY COLLEGE ACCESS PROGRAM INC 147 W MARKET ST WARREN OH 44481 341965157 501 (C) (3) 12849 PROGRAM SUPPORT MAKING KIDS COUNT 7178 WEST BLVD YOUNGSTOWN OH 44512 273159463 501 (C) (3) 16700 PROGRAM SUPPORT NATIONAL INVENTORS HALL OF FAME INC 3701 HIGHLAND PARK NW NORTH CANTON OH 44720 341580038 501 (C) (3) 5000 PROGRAM SUPPORT OHIO LIVING HOLDINGS 1001 KINGSMILL PKWY COLUMBUS OH 43229 272564811 501 (C) (3) 49540 PROGRAM SUPPORT RONALD MCDONALD HOUSE OF CLEVELAND INC 10415 EUCLID AVENUE CLEVELAND OH 44106 341269123 501 (C) (3) 7500 PROGRAM SUPPORT SECOND HARVEST FOOD BANK OF THE MAHONING VALLEY 2805 SALT SPRINGS ROAD YOUNGSTOWN OH 44509 341380074 501 (C) (3) 5000 PROGRAM SUPPORT STUDENTS MOTIVATED BY THE ARTS 100 EAST FEDERAL PLAZA SUIT 415 YOUNGSTOWN OH 44503 465074948 501 (C) (3) 48715 PROGRAM SUPPORT THE CATHOLIC UNIVERSITY OF AMERICA 620 MICHIGAN AVENUE NE WASHINGTON DC 20064 530196583 501 (C) (3) 100000 PROGRAM SUPPORT THE ENGLISH CENTER 1119 ELM ST YOUNGSTOWN OH 44505 341547191 501 (C) (3) 22525 PROGRAM SUPPORT THE SALVATION ARMY 1501 GLENWOOD AVE YOUNGSTOWN OH 44511 135562351 501 (C) (3) 15000 PROGRAM SUPPORT TRUMBULL COUNTY EDUCATIONAL SERVICE CENTER 6000 YOUNGSTOWN WARREN RD NILES OH 44446 341387427 501 (C) (3) 23000 PROGRAM SUPPORT UNITED WAY OF TRUMBULL COUNTY 3601 YOUNGSTOWN RD SE WARREN OH 44484 341083629 501 (C) (3) 25158 PROGRAM SUPPORT WALSH UNIVERSITY 2020 E MAPLE ST N CANTON OH 44720 340868798 501 (C) (3) 50000 PROGRAM SUPPORT YOUNG WOMENS CHRISTIAN ASSOCIATION OF WARREN OHIO 375 N PARK AVE WARREN OH 44481 340726064 501 (C) (3) 12500 PROGRAM SUPPORT YOUNGSTOWN CITY SCHOOL DISTRICT 20 W WOOD ST YOUNGSTOWN OH 44503 346001390 GOVERNMENT AGENCY 5903 PROGRAM SUPPORT YOUNGSTOWN NEIGHBORHOOD DEVELOPMENT CORPORATION 820 CANFIELD RD YOUNGSTOWN OH 44511 264117989 501 (C) (3) 12500 PROGRAM SUPPORT YOUNGSTOWN STATE UNIVERSITY FOUNDATION ONE UNIVERSITY PLAZA YOUNGSTOWN OH 44555 341011998 501 (C) (3) 8500 PROGRAM SUPPORT YOUNGSTOWNMAHONING VALLEY UNITED WAY 255 WATT ST YOUNGSTOWN OH 44505 340714598 501 (C) (3) 66255 PROGRAM SUPPORT EASTER SEAL SOCIETY OF MAHONING TRUMBULL 299 EDWARDS STREET YOUNGSTOWN OH 44502 346004377 501 (C) (3) 11000 PROGRAM SUPPORT EAST SIDE ORGANIZING PROJECT - EMPOWERING AND STRENGTHENING OHIOS PEOPLE 11890 FAIRHILL ROAD CLEVELAND OH 44120 341752943 501 (C) (3) 5000 PROGRAM SUPPORT FINE ARTS COUNCIL OF TRUMBULL COUNTY PO BOX 48 WARREN OH 44482 341168223 501 (C) (3) 20200 PROGRAM SUPPORT FRIENDS OF THE MAHONING RIVER 9710 KING GRAVES RD NE WARREN OH 44484 900929240 501 (C) (3) 7000 PROGRAM SUPPORT HEART REACH NEIGHBORHOOD MINISTRIES PO BOX 778 YOUNGSTOWN OH 44501 341817755 501 (C) (3) 10000 PROGRAM SUPPORT HOLD YOUR HORSES 5265 WOODLAND TRAIL GREENFIELD MN 55367 275312055 501 (C) (3) 10000 PROGRAM SUPPORT INSPIRING MINDS 837 WOODLAND ST NE WARREN OH 44483 261429323 501 (C) (3) 25000 PROGRAM SUPPORT INTERFAITH HOME MAINTENANCE SERVICES INC 1005 W RAYEN AVENUE YOUNGSTOWN OH 44502 341219024 501 (C) (3) 11000 PROGRAM SUPPORT MAKE-A-WISH FOUNDATION OF OHIO KENTUCKY & INIDANA 2545 FARMERS DRIVE SUITE 300 COLUMBUS OH 43235 341471131 501 (C) (3) 12000 PROGRAM SUPPORT MIDLOTHIAN FREE HEALTH CLINIC (MFHC) PO BOX 2965 YOUNGSTOWN OH 44511 010887315 501 (C) (3) 24000 PROGRAM SUPPORT OPERA WESTERN RESERVE INCORPORATED 1000 FIFTH AVENUE YOUNGSTOWN OH 44504 203444934 501 (C) (3) 7500 PROGRAM SUPPORT REUBEN MCMILLAN FREE LIBRARY ASSOCIATION 305 WICK AVENUE YOUNGSTOWN OH 44503 346003201 501 (C) (3) 6000 PROGRAM SUPPORT TRUMBULL NEIGHBORHOOD PARTNERSHIP 108 MAIN AVENUE SW SUITE 1005 WARREN OH 44481 273028186 501 (C) (3) 25100 PROGRAM SUPPORT COMMUNITY FOUNDATION OF WESTERN PA AND EASTERN OH 7 WEST STATE STREET SHARON PA 16146 251407396 501 (C) (3) 25000 PROGRAM SUPPORT WARREN GRIDIRON CLUB 1956 WESTWOOD DR NW WARREN OH 44485 341641734 501 (C) (3) 12750 PROGRAM SUPPORT WARREN REDEVELOPMENT & PLANNING CORP 333 HARMON AVENUE NW WARREN OH 44483 341332536 501 (C) (3) 7500 PROGRAM SUPPORT WARREN SYMPHONY SOCIETY PO BOX 8507 WARREN OH 44484 340973300 501 (C) (3) 5000 PROGRAM SUPPORT YOUNGSTOWN AREA GOODWILL INDUSTRIES INC 2747 BELMONT AVENUE YOUNGSTOWN OH 44505 340714576 501 (C) (3) 15000 PROGRAM SUPPORT YOUNGSTOWN BUSINESS INCUBATOR 241 W FEDERAL STREET YOUNGSTOWN OH 44503 341751707 501 (C) (3) 42500 PROGRAM SUPPORT YOUNGSTOWN PLAYHOUSE INC PO BOX 11108 YOUNGSTOWN OH 44511 340714733 501 (C) (3) 11972 PROGRAM SUPPORT YOUNGSTOWN STATE UNIVERSITY ONE UNIVERSITY PLAZA YOUNGSTOWN OH 44555 341011998 501 (C) (3) 150000 PROGRAM SUPPORT 55 COLLEGE SCHOLARSHIP GRANTS 54 90000 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 6 504280 STOCK MARKET QUOTES 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990, PART VI, SECTION A, LINE 10: 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 15A 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 LOSS ON INVESTMENTS OF $1,237,150. 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 37370 SET BY CONTRACT THE WESTERN RESERVE HEALTH FOUNDATION L 50824 SET BY CONTRACT THE TRUMBULL MEMORIAL HEALTH FOUNDATION L 51732 SET BY CONTRACT THE WILLIAM SWANSTON CHARITABLE FUND C 37500 CASH AMOUNT THE WESTERN RESERVE HEALTH FOUNDATION C 80440 CASH AMOUNT THE TRUMBULL MEMORIAL HEALTH FOUNDATION C 80440 CASH AMOUNT