2018-09-05T15:17:18-05:00 2017-12-31 341897225 HILL BARTH & KING LLC 6603 SUMMIT DRIVE CANFIELD OH 44406 990 2017-01-01 341904353 COMMUNITY FOUNDATION OF THE MAHONING VALLEY COMM 3307435555 201 EAST COMMERCE STREET NO 150 YOUNGSTOWN OH 44503 SHARI HARRELL PRESIDENT 3307435555 2018-08-16 1 THOMAS W DAVIS P00058448 3307588613 2018-08-16 2017 2022-09-23 18:48:47Z SHARI HARRELL 201 EAST COMMERCE STREET NO 150 YOUNGSTOWN OH 44503 3208527 0 X WWW.CFMV.ORG X 1999 OH TO ATTRACT RESOURCES TO ENHANCE THE QUALITY OF LIFE FOR THE RESIDENTS OF THE MAHONING VALLEY. 13 13 4 25 0 0 1113781 2637564 197825 198339 330662 372624 23832 0 1666100 3208527 798314 1257884 0 0 270042 263686 0 0 8246 244625 262151 1312981 1783721 353119 1424806 21028361 24880047 5239196 5841246 15789165 19038801 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 1389374 1257884 198339 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. 1389374 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 11 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 DIANE SAUER BOARD SECRETARY 1.00 X X 0 0 0 JERRY BRYAN BOARD CHAIRPERSON 1.00 X X 0 0 0 BRUCE BEEGHLY BOARD VICE CHAIRPERSON 1.00 X X 0 0 0 HON DIANE SA VETTORI DIRECTOR 1.00 X 0 0 0 SHELLEY TAYLOR ODILLE DIRECTOR 1.00 X 0 0 0 KEVIN YT CHIU DIRECTOR 1.00 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 BOARD TREASURER 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 DIRECTOR 1.00 X 0 0 0 JENNIFER ROLLER DIRECTOR 1.00 X 0 0 0 SHARI HARRELL PRESIDENT 40.00 X 77987 0 13188 77987 0 13188 0 0 0 0 0 26415 2611149 1585038 2637564 198339 198339 198339 372624 372624 0 26415 0 0 3208527 198339 0 372624 1197634 1197634 60250 60250 77987 37044 37044 3899 131850 65925 65925 6191 3038 3038 115 29036 14248 14248 540 18622 9138 9138 346 46150 46150 115731 115731 1365 1365 1630 1630 2273 2273 22348 22348 2097 2097 3771 3771 3007 3007 5807 5807 COMPUTER EXPENSES 32109 32109 DUES & SUBSCRIPTIONS 5361 5361 PRINTING EXPENSE 3432 1716 1716 TELEPHONE 3002 3002 14068 14068 1783721 1389374 386101 8246 118146 206655 27838 20704 10141 7134 20900074 24666258 21028361 24880047 128000 60000 5111196 5781246 5239196 5841246 X 13634167 15067568 1964826 3781061 190172 190172 15789165 19038801 21028361 24880047 X 1424806 1824830 0 X X 0 1 X 1 0 X 404446 358643 606561 1113781 2611149 5094580 404446 358643 606561 1113781 2611149 5094580 807901 4286679 246829 223014 317292 330662 372624 1490421 2964 23875 23832 26415 77086 6662087 717968 0.64340 0.55610 X SCHEDULE A PART II LINE 10 OTHER INCOME ON PART II CONSISTS OF FUNDRAISING INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42 926042 1072695 15556675 1 1 15782801 2453166 2203725 1274352 282300 18883040 14679806 1189138 1061748 785784 362107 15782801 15931729 1039932 -93499 1944740 253616 14679806 15903726 279954 363563 482876 132638 15931729 10928588 4615490 1782924 1202697 220579 15903726 0.79420 0.01010 0.19570 0 0 27838 20704 7134 7134 AGENCY FUNDS 5780625 PAYROLL TAXES WITHHELD 621 5781246 25 UNDER 35 26415 26415 26415 26415 1 AKRON CHILDREN'S HOSPITAL MAHONING VALLEY 6505 MARKET STREET BLDG C BOARDMAN OH 44512 340714357 501 (C) (3) 75000 $20,000 RESTRICTED TO RENOVATION, EQUIPMENT AND EXPANSION OF BEEGHLY CAMPUS ORTHOPAEDIC CLINIC; $25,000 PALLIATIVE CARE PROGRAM BEATITUDE HOUSE 238 TOD LANE YOUNGSTOWN OH 44504 341662460 501 (C) (3) 19500 A HOUSE OF BLESSING YOUNGSTOWN BOARDMAN LOCAL SCHOOLS 7410 MARKET ST BOARDMAN OH 44512 930987736 GOVERNMENT AGENCY 29652 TEACHER MINI GRANTS DIOCESE OF YOUNGSTOWN 144 W WOOD ST YOUNGSTOWN OH 44503 340714655 501 (C) (3) 13000 SUPPORT OF ANNUAL BISHOP'S APPEAL GREATER WESTERN RESERVE COUNCIL BOY SCOUTS OF AMERICA 4930 ENTERPRISE BLVD NW WARREN OH 44481 221576300 501 (C) (3) 10000 SCOUT AWARDS HOSPICE OF THE VALLEY 5190 MARKET ST BOARDMAN OH 44512 341288745 501 (C) (3) 30000 PROGRAM SUPPORT JUNIOR ACHIEVEMENT OF MAHONING VALLEY 1601 MOTOR INN DRIVE 305 GIRARD OH 44420 341714400 501 (C) (3) 7500 JUNIOR ACHIEVEMENT K-12 PROGRAMS MAHONING COUNTY EDUCATIONAL SERVICE CENTER 100 DEBARTOLO PL SUITE 220 YOUNGSTOWN OH 44512 341504730 501 (C) (3) 11000 PROGRAM SUPPORT MAHONING VALLEY COLLEGE ACCESS PROGRAM INC 147 W MARKET ST WARREN OH 44481 341965157 501 (C) (3) 17710 MVCAP COLLEGE GUIDES AND LAST DOLLAR SCHOLARSHIP PROGRAMS THE CATHOLIC UNIVERSITY OF AMERICA 620 MICHIGAN AVENUE NE WASHINGTON DC 20064 530196583 501 (C) (3) 35000 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) 12000 PROGRAM SUPPORT TRUMBULL COUNTY EDUCATIONAL SERVICE CENTER 6000 YOUNGSTOWN WARREN RD NILES OH 44446 341387427 501 (C) (3) 11500 EDUCATIONAL SERVICES WALSH UNIVERSITY 2020 E MAPLE ST N CANTON OH 44720 340868798 501 (C) (3) 45000 PROGRAM SUPPORT YOUNG WOMENS CHRISTIAN ASSOCIATION OF WARREN OHIO 375 N PARK AVE WARREN OH 44481 340726064 501 (C) (3) 20500 PROGRAM SUPPORT YOUNGSTOWN CITY SCHOOL DISTRICT 20 W WOOD ST YOUNGSTOWN OH 44503 346001390 GOVERNMENT AGENCY 5912 PROGRAM SUPPORT YOUNGSTOWN STATE UNIVERSITY FOUNDATION ONE UNIVERSITY PLAZA YOUNGSTOWN OH 44555 341011998 501 (C) (3) 285100 PROGRAM SUPPORT YOUNGSTOWNMAHONING VALLEY UNITED WAY 255 WATT ST YOUNGSTOWN OH 44505 340714598 501 (C) (3) 50000 PROGRAM SUPPORT JOHN F KENNEDY HIGH SCHOOL 2550 CENTRAL PARKWAY AVE SE WARREN OH 44484 260566792 GOVERNMENT AGENCY 5500 PROGRAM SUPPORT CHILDRENS HUNGER ALLIANCE 1105 SCHROCK ROAD SUITE 505 COLUMBUS OH 43229 237303509 501 (C) (3) 5000 PROGRAM SUPPORT MAKING KIDS COUNT 7178 WEST BLVD YOUNGSTOWN OH 44512 273159463 501 (C) (3) 24000 PROGRAM SUPPORT LEADERSHIP MAHONING VALLEY 11 CENTER SQ STE 1600 YOUNGSTOWN OH 44503 341444769 501 (C) (3) 7500 PROGRAM SUPPORT ROTARY CLUB OF YOUNGSTOWN FOUNDATION PO BOX 1558 DEPT EA4E86 COLUMBUS OH 43216 346581125 501 (C) (3) 12500 PROGRAM SUPPORT NATIONAL INVENTORS HALL OF FAME INC 3701 HIGHLAND PARK NW NORTH CANTON OH 44720 341580038 501 (C) (3) 5000 PROGRAM SUPPORT STUDENTS MOTIVATED BY THE ARTS 100 EAST FEDERAL PLAZA SUIT 415 YOUNGSTOWN OH 44503 465074948 501 (C) (3) 19898 PROGRAM SUPPORT FUND FOR OUR ECONOMIC FUTURE 1360 EAST NINTH ST SUITE 210 CLEVELAND OH 44114 270606927 501 (C) (3) 11111 PROGRAM SUPPORT CANFIELD FAIR FOUNDATION 7265 COLUMBIANA-CANFIELD RD PO BOX 250 CANFIELD OH 44406 830357694 501 (C) (3) 100000 PROGRAM SUPPORT NEIL KENNEDY RECOVERY CLINIC 2151 RUSH BOULEVARD YOUNGSTOWN OH 44507 340685251 501 (C) (3) 16150 PROGRAM SUPPORT RONALD MCDONALD HOUSE OF CLEVELAND INC 10415 EUCLID AVENUE CLEVELAND OH 44106 341269123 501 (C) (3) 10000 PROGRAM SUPPORT THE OHIO FOUNDATION OF INDEPENDENT COLLEGES 250 E BROAD STREET SUITE 1700 COLUMBUS OH 43215 314441082 501 (C) (3) 6000 PROGRAM SUPPORT UNITED WAY OF TRUMBULL COUNTY 3601 YOUNGSTOWN RD SE WARREN OH 44484 341083629 501 (C) (3) 5000 PROGRAM SUPPORT ST EDWARD CHURCH 240 TOD LANE YOUNGSTOWN OH 44504 340801820 501 (C) (3) 10000 PROGRAM SUPPORT BIG BROTHERS-BIG SISTERS OF MAHONING VALLEY 325 N STATE STREET GIRARD OH 44420 341139677 501 (C) (3) 6000 PROGRAM SUPPORT BOYS AND GIRLS CLUB OF YOUNGSTOWN 2105 OAK HILL AVE YOUNGSTOWN OH 44507 341039928 501 (C) (3) 9000 PROGRAM SUPPORT OH WOW THE ROGER & GLORIA JONES CHILDREN'S CENTER 11 W FEDERAL ST YOUNGSTOWN OH 44503 043617085 501 (C) (3) 6000 PROGRAM SUPPORT RONALD MCDONALD HOUSE AKRON 245 LOCUST ST AKRON OH 44302 341860628 501 (C) (3) 12000 PROGRAM SUPPORT THE BUTLER INSTSITUTE OF AMERICAN ART 524 WICK AVENUE YOUNGSTOWN OH 44502 340748495 501 (C) (3) 5000 PROGRAM SUPPORT THE CITY CLUB OF CLEVELAND 850 EUCLID AVENUE 2ND FLOOR CLEVELAND OH 44114 340144897 501 (C) (3) 6000 PROGRAM SUPPORT TRUMBULL MOBILE MEALS INC 323 E MARKET ST WARREN OH 44481 237137110 501 (C) (3) 6000 PROGRAM SUPPORT YOUNGSTOWN NEIGHBORHOOD DEVELOPMENT CORPORATION 820 CANFIELD RD YOUNGSTOWN OH 44511 264117989 501 (C) (3) 15000 PROGRAM SUPPORT YOUNGSTOWN STATE UNIVERSITY REGIONAL ECONIMIC DEVELOPMENT INITIATIVE 314 NORTH PHELPS STREET YOUNGSTOWN OH 44555 341011998 GOVERNMENT AGENCY 7500 PROGRAM SUPPORT OHIO LIVING HOLDINGS 1001 KINGSMILL PKWY COLUMBUS OH 43229 272564811 501 (C) (3) 27000 PROGRAM SUPPORT ACCESS HEALTH MAHONING VALLEY INC 258 E MARKET STREET FLOOR 2 WARREN OH 44481 274576650 501 (C) (3) 5000 PROGRAM SUPPORT COMMUNITY LEGAL AID SERVICES INC 50 S MAIN ST STE 800 AKRON OH 44308 340753560 501 (C) (3) 5000 PROGRAM SUPPORT EAST SIDE ORGANIZING PROJECT INC DBA ESOP 11890 FAIRHILL ROAD CLEVELAND OH 44120 341752943 501 (C) (3) 5000 PROGRAM SUPPORT FRESH COAST COMMUNITIES 318 W ADAMS STREET 16TH FLOOR CHICAGO IL 60606 811539512 501 (C) (3) 5000 PROGRAM SUPPORT POTENTIAL DEVELOPMENT PROGRAM INC 209 W WOODLAND AVE YOUNGSTOWN OH 44502 340789759 501 (C) (3) 5000 PROGRAM SUPPORT SECOND HARVEST FOOD BANK OF THE MAHONING VALLEY 2805 SALT SPRINGS ROAD YOUNGSTOWN OH 44509 341380074 501 (C) (3) 5000 PROGRAM SUPPORT ST VINCENT DEPAUL SOCIETY PO BOX 224 YOUNGSTOWN OH 44501 270223497 501 (C) (3) 5000 PROGRAM SUPPORT 49 COLLEGE SCHOLARSHIP GRANTS 55 60250 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 14 1585038 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 GAIN ON INVESTMENTS OF $1,824,830. 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 THE WILLIAM SWANSTON CHARITABLE FUND L 36249 SET BY CONTRACT THE WESTERN RESERVE HEALTH FOUNDATION L 50097 SET BY CONTRACT THE TRUMBULL MEMORIAL HEALTH FOUNDATION L 50152 SET BY CONTRACT