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YOUNGSTOWN FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
YOUNGSTOWN FOUNDATION (EIN 34-6515788)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-10-31
IRS object ID
201233059349300818
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-10-31T12:48:14-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN341667340EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PACKER THOMASBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16601 WESTFORD PLACE SUITE 101AddressLine1
CityCANFIELDCity
StateOHState
ZIP Code44406ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN346515788EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE YOUNGSTOWN FOUNDATION PNC BANK NABusinessNameLine1
FieldValueIRS element (for citing)
Name ControlYOUNNameControl
Phone3307440320Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 94651 LOCATOR B7-YB17-03-8AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code44101ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJANICE E STRASFELDName
TitleINSTITUTIONAL TRUSTEETitle
Phone3307440320Phone
Date Signed2012-10-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRICHARD A SCHAFERName
PTINP00390129PTIN
Phone3305339777Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonJANICE E STRASFELDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1P O BOX 1162AddressLine1
CityYOUNGSTOWNCity
StateOHState
ZIP Code44501ZIPCode
FieldValueIRS element (for citing)
Gross Receipts102422441GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.YOUNGSTOWNFOUNDATION.ORGWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1918YearFormation
State Legal DomicileOHStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE FINANCIAL ASSISTANCE TO CHARITABLE, SCIENTIFIC, AND EDUCATIONAL INSTITUTIONS THAT PROMOTE MENTAL, MORAL, AND PHYSICAL WELL-BEING TO THE INHABITANTS OF THE CITY OF YOUNGSTOWN AND VICINITY.ActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees4TotalNbrEmployees
Total Nbr Volunteers15TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1031810ContributionsGrantsPriorYear
Contributions Grants Current Year3318745ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-3168166InvestmentIncomePriorYear
Investment Income Current Year7125777InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year-2136356TotalRevenuePriorYear
Total Revenue Current Year10444522TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year3479145GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY3681041GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year327201SalariesEtcPriorYear
Salaries Etc Current Year433182SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year134258OtherExpensePriorYear
Other Expenses Current Year112997OtherExpensesCurrentYear
Total Expenses Prior Year3940604TotalExpensesPriorYear
Total Expenses Current Year4227220TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-6076960RevenuesLessExpensesPriorYear
Revenues Less Expenses CY6217302RevenuesLessExpensesCY
Total Assets BOY80234125TotalAssetsBOY
Total Assets EOY79603847TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY80234125NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY79603847NetAssetsOrFundBalancesEOY
Mission DescriptionPROVIDE FINANCIAL ASSISTANCE (GRANTS) TO CHARITABLE, SCIENTIFIC, AND EDUCATIONAL INSTITUTIONS THAT PROMOTE MENTAL, MORAL, AND PHYSICAL WELL-BEING TO THE INHABITANTS OF THE CITY OF YOUNGSTOWN AND VICINITY.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2327400Expense
Grants2327400Grants
DescriptionASSISTING CHARITABLE AND EDUCATIONAL INSTITUTIONS PROMOTING EDUCATION, SCIENTIFIC RESEARCH, CARE OF SICK, AGED, AND HOMELESS; CARE OF CHILDREN AND OTHER CHARITABLE PURPOSES IN YOUNGSTOWN. (100 ORGANIZATIONS RECEIVED FUNDS.)Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense1451058Expense
Grants1156827Grants
DescriptionHINE MEMORIAL FUND - INCOME RESTRICTED FOR THE BENEFIT OF, TREATMENT OF, CARE FOR, AND ASSISTANCE TO CRIPPLED CHILDREN. (15 ORGANIZATIONS RECEIVED FUNDS.)Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense96877Expense
Grants81873Grants
DescriptionWILLIAM H KILCAWLEY FUND II - INCOME PARTIALLY RESTRICTED FOR THE BENEFIT OF TWO CHURCHES WITH THE BALANCE OF INCOME GOING TO THE GENERAL FUND. (2 ORGANIZATIONS RECEIVED FUNDS.)Description
FieldValueIRS element (for citing)
Total Program Service Expense3875335TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees4NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address1OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JANICE E STRASFELDBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3307440320TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1P O BOX 1162AddressLine1
CityYOUNGSTOWNCity
StateOHState
ZIP Code44501ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerInstitutional TrusteeInstitutionalTrustee
FRANKLIN S BENNETT
DISTRIBUTION COMMITTEE0.00X000
GEORGE BERLIN
CHAIRMAN0.00X000X
EUGENIA C ATKINSON
DISTRIBUTION COMMITTEE0.00X000
JOHN MACINTOSH
DISTRIBUTION COMMITTEE0.00X000
JUDE J NOHRA
DISTRIBUTION COMMITTEE0.00X000
ALLISON OLTMANN
DISTRIBUTION COMMITTEE0.00X000
PNC BANK
TRUSTEE10.0025559100X
JANICE E STRASFELD
EXECUTIVE DIRECTOR & SECRETARY30.007000009500X
FieldValueIRS element (for citing)
Total Reportable Comp From Org325591TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation9500TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions3318745AllOtherContributions
Total Contributions3318745TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1854343TotalRevenueColumn
Exclusion$1,854,343ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities97249353Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities91977919Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities5271434Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column5271434TotalRevenueColumn
Exclusion$5,271,434ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column10444522TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$7,125,777ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total3681041Total
Program Services3681041ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total335091Total
Program Services79500ProgramServices
Management And General255591ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total62995Total
Program Services62995ProgramServices

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total27033Total
Program Services27033ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total8063Total
Program Services8063ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total17475Total
Management And General17475ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total21835Total
Management And General21835ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total16703Total
Program Services16703ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total6487Total
Management And General6487ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
TELEPHONE AND INTERNET1206912069
MEMBERSHIP DUES1197311973
ADMINISTRATIVE EXPENSES1115611156
PRINTING FEES80608060

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total7239Total
Management And General7239ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4227220Total
Program Services3875335ProgramServices
Management And General351885ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2072963BOY
EOY2980838EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis73170LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec73170LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY78161162BOY
EOY76623009EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY80234125BOY
EOY79603847EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY23301096BOY
EOY22492374EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY35243962BOY
EOY35422406EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY21689067BOY
EOY21689067EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY80234125BOY
EOY79603847EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY80234125BOY
EOY79603847EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses6217302ReconcilationRevenueExpenses
Reconcilation Other Changes-6847580ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee0AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community Trust170b1 AviXCommunityTrust170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years906976CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3445079CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1117676CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1031810CurrentTaxYearMinus1Year
Current Tax Year1143745CurrentTaxYear
Total7645286Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years906976CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3445079CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1117676CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1031810CurrentTaxYearMinus1Year
Current Tax Year1143745CurrentTaxYear
Total7645286Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1975315AmountsSubstContributorsTotal
Public Support Total1705669971PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3962960CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2056373CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1902994CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1800283CurrentTaxYearMinus1Year
Current Tax Year1854343CurrentTaxYear
Total11576953Total
FieldValueIRS element (for citing)
Total Support19222239TotalSupport
Public Support Pertcentage1700.29500PublicSupportPertcentage170
Public Support Pertcent Prior Year0.26910PublicSupportPertcentPriorYear
Ten Percent Test Current YearXTenPercentTestCurrentYear
General ExplanationSCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST: 1. THE YOUNGSTOWN FOUNDATION MAINTAINS PUBLIC SUPPORT WELL IN EXCESS OF 10%, GENERALLY NEAR THE 33 1/3% LEVEL, AND OCCASIONALLY GREATER THAN 33 1/3%. THE FOUNDATION RECEIVES THE REST OF ITS SUPPORT MAINLY THROUGH INVESTMENT INCOME ON ITS ENDOWMENT FUNDS WHICH WERE ORIGINALLY CONTRIBUTED BY THE GENERAL PUBLIC. 2. THE FOUNDATION RECEIVES ITS SUPPORT FROM A LARGE REPRESENTATIVE NUMBER OF PERSONS AND ORGANIZATIONS LOCATED GENERALLY IN THE YOUNGSTOWN CITY METROPOLITAN AREA. ALL DONATIONS COME FROM UNRELATED PARTIES OF THE FOUNDATION AND NONE COME FROM DISQUALIFIED INDIVIDUALS. 3. THE YOUNGSTOWN FOUNDATION WAS ESTABLISHED IN 1918 TO ASSIST CHARITABLE AND EDUCATIONAL INSTITUTIONS PROMOTING EDUCATION, SCIENTIFIC RESEARCH, AND CARE OF THE SICK, AGED, HOMELESS, AND CHILDREN IN THE YOUNGSTOWN, OHIO AREA. 4. THE FOUNDATION'S GOVERNING BODY CONSISTS OF THE COMMITTEE FOR THE DISTRIBUTION OF INCOME AND A CORPORATE TRUSTEE REPRESENTING DIVERSITY AND BROAD COMMUNITY INTERESTS. THEY ARE INVOLVED IN MANY ASPECTS OF THE YOUNGSTOWN COMMUNITY AND CHARITABLE ENDEAVORS. THEIR APPOINTMENTS ARE MADE BY A VARIETY OF ESTABLISHED COMMUNITY ORGANIZATIONS. 5. THE FOUNDATION MAINTAINS AN INVESTIGATIVE AND REVIEW PROCESS CARRIED OUT BY ITS STAFF AND GOVERNING BOARD TO DISPENSE FUNDS TO 501(C)(3) ORGANIZATIONS, GENERALLY WITHIN THE METROPOLITAN AREA, THAT MEET THE APPROPRIATE CHARITABLE, EDUCATIONAL, AND HEALTHCARE NEEDS OF THE COMMUNITY.GeneralExplanation
General ExplanationSCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: CASH DATE: 01/05/11 AMOUNT: 2175000.GeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held3NumberDAFsHeld
Number Funds Held5NumberFundsHeld
Grants Paid From Donor Funds80650GrantsPaidFromDonorFunds
Grants Funds And Other Accounts551448GrantsFundsAndOtherAccounts
Aggregate DAF Value2796576AggregateDAFValue
Aggregate Fund Value4352383AggregateFundValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes0DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance75936400BeginningOfYearBalance
Contributions2257152Contributions
Investment Earnings Or Losses54449InvestmentEarningsOrLosses
Other Expenditures2967699OtherExpenditures
End Of Year Balance75280302EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance70284250BeginningOfYearBalance
Contributions8275Contributions
Investment Earnings Or Losses8323086InvestmentEarningsOrLosses
Other Expenditures2679211OtherExpenditures
End Of Year Balance75936400EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance70881930BeginningOfYearBalance
Contributions3170166Contributions
Investment Earnings Or Losses-1027007InvestmentEarningsOrLosses
Other Expenditures2740839OtherExpenditures
End Of Year Balance70284250EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance73135220BeginningOfYearBalance
Contributions2377314Contributions
Investment Earnings Or Losses-1858007InvestmentEarningsOrLosses
Other Expenditures2772597OtherExpenditures
End Of Year Balance70881930EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.71000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.29000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis73170InvestmentCostOrOtherBasis
Depreciation73170Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Total Revenue10444522TotalRevenue
Total Expenses4227220TotalExpenses
Excess Or Deficit For Year6217302ExcessOrDeficitForYear
Net Unrealized GL On Investments-6847580NetUnrealizedGLOnInvestments
Total Adjustments-6847580TotalAdjustments
Excess Or Deficit Per FS-630278ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt3596942TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-6847580NetUnrealizedGainsInvestments
Revenue Not Rptd F990-6847580RevenueNotRptdF990
Revenue Subtotal10444522RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99010444522TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt4227220TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal4227220ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9904227220TotalExpensesPerForm990

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (73 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
YWCA OF YOUNGSTOWN
25 W RAYEN AVEYOUNGSTOWNOH44503340714732501(C)(3)41377BUILDING RENOVATION
YOUNGSTOWNMAHONING VALLEY UNITED WAY
255 WATT STREETYOUNGSTOWNOH44505340714598501(C)(3)116750PROGRAM SUPPORT
YOUNGSTOWN SYMPHONY SOCIETY
260 W FEDERALYOUNGSTOWNOH44503340639988501(C)(3)33733BUILDING IMPROVEMENTS AND PROGRAM SUPPORT
YOUNGSTOWN STATE UNIVERSITY
ONE UNIVERSITY PLAZAYOUNGTOWNOH44555340973300501(C)(3)512344SCHOLARSHIPS, PROGRAM, AND CAPITAL SUPPORT
YOUNGSTOWN HEARING AND SPEECH CENTER
6614 SOUTHERN BLVDYOUNGSTOWNOH44512340742712501(C)(3)8800EQUIPMENT PURCHASES; SUPPORT FOR CHILDRENS SERVICES
YOUNGSTOWN BUSINESS INCUBATOR
241 W FEDERALYOUNGSTOWNOH44503341751707501(C)(3)28000FACILITY RENOVATIONS
YOUNGSTOWN AREA JEWISH FEDERATION
505 GYPSY LANEYOUNGSTOWNOH44504340714442501(C)(3)8250PROGRAM SUPPORT
YOUNGSTOWN AREA GOODWILL INDUSTRIES
2747 BELMONT AVEYOUNGSTOWNOH44505340714576501(C)(3)30562CAPITAL IMPROVEMENT PROJECTS
YOUNGSTOWN WARREN REGIONAL CHAMBER
11 CENTRAL SQUARE STE 1600YOUNGSTOWNOH44503341582341501(C)(3)25000ECONOMIC DEVELOPMENT INITIATIVES
PROTESTANT FAMILY SERVICES
496 GLENWOOD AVE SUITE 115YOUNGSTOWNOH44502341052837501(C)(3)41767PROGRAM SUPPORT
YMCA
17 N CHAMPION ST PO BOX 1287YOUNGSTOWNOH44501340714730501(C)(3)114950BUILDING RENOVATION AND CAMP FITCH SUPPORT
VISITING NURSE ASSOCIATION
518 INDIANOLA AVEYOUNGSTOWNOH44502340714780501(C)(3)243635PROGRAM SUPPORT FOR CHILDREN WITH DIAGNOSED DISABILITIES
URSULINE SISTERS OF YOUNGSTOWN
4250 SHIELDS RDCANFIELDOH44406340720564501(C)(3)25467PROGRAM SUPPORT
UNITED METHODIST COMMUNITY CENTER
334 NORTH PEARL STYOUNGSTOWNOH44506341006737501(C)(3)11049PROGRAM SUPPORT
SALVATION ARMY
PO BOX 4327AUSTINTOWNOH44515135562351501(C)(3)14946PROGRAM SUPPORT
PAULA AND ANTHONY RICH CENTER FOR AUTISM - YSU
ONE UNIVERSITY PLAZAYOUNGSTOWNOH44555346576610501(C)(3)21000PROGRAM SUPPORT FOR CHILDREN WITH AUTISM
EASTER SEAL SOCIETY
299 EDWARDS STREETYOUNGSTOWNOH44502346004377501(C)(3)484750SERVICE SUPPORT FOR CHILDREN WITH DIAGNOSED DISABILITIES
THE CHILDREN'S REHABILITATION CENTER
885 HOWLAND-WILSON RDWARRENOH44484340338506501(C)(3)70250SERVICES FOR CHILDREN WITH DIAGNOSED DISABILITIES
THE CHILDREN'S CENTER FOR SCIENCE
PO BOX 6101YOUNGSTOWNOH44501043617085501(C)(3)67056PROGRAM SUPPORT
ST MARY CATHOLIC CHURCH
242 N STATE STREETPAINESVILLEOH44077340714517501(C)(3)34247PROGRAM SUPPORT
SOUTHSIDE MINISTRIES
74 KENMOREYOUNGSTOWNOH44507341341190501(C)(3)11363PROGRAM SUPPORT
SECOND HARVEST FOOD BANK
2805 SALT SPRINGS RDYOUNGSTOWNOH44509341380074501(C)(3)25018PROGRAM SUPPORT
PREGNANCY HELP CENTER
4845 MARKET STREET 2YOUNGSTOWNOH44512341553537501(C)(3)12821PROGRAM SUPPORT
POTENTIAL DEVELOPMENT PROGRAM
209 W WOODLAND AVEYOUNGSTOWNOH44502340789759501(C)(3)120667PROGRAM SUPPORT FOR CHILDREN WITH AUTISM
NEIL KENNEDY RECOVERY CLINIC
2151 RUSH BLVDYOUNGSTOWNOH44507340685251501(C)(3)6625PROGRAM SUPPORT
NEIGHBORHOOD MINISTRIES
75 JACKSON STREETYOUNGSTOWNOH44505341051607501(C)(3)69196AFTER SCHOOL PROGRAM SUPPORT
MV ORGANIZING COLLABORATIVE
201 E COMMERCE STREET SUITE 137YOUNGSTOWNOH44503262142466501(C)(3)10000PROGRAM SUPPORT
MONDAY MUSICAL CLUB
1000 FIFTH AVE 3YOUNGSTOWNOH44504340709317501(C)(3)58371MUSICAL ARTS PROGRAM SUPPORT
MILLCREEK PARK FOUNDATION
PO BOX 596CANFIELDOH44406346003205501(C)(3)18375PROGRAM SUPPORT
MAHONING VALLEY HISTORICAL SOCIETY
648 WICK AVEYOUNGSTOWNOH44502340872868501(C)(3)48152PROGRAM SUPPORT
JUNIOR ACHIEVEMENT
1601 MOTOR INN DRIVE 305GIRARDOH44420341714400501(C)(3)47412PROGRAM SUPPORT
HOSPICE OF THE VALLEY
5910 MARKET STREETYOUNGSTOWNOH44512341288743501(C)(3)12839PROGRAM SUPPORT
HELP HOTLINE
PO BOX 46YOUNGSTOWNOH44501341196630501(C)(3)43215HOTLINE SERVICES SUPPORT
HABITAT FOR HUMANITY
480 YOUNGSTOWN POLAND RDSTRUTHERSOH44471341657171501(C)(3)23756CAPITAL IMPROVEMENTS
HH STAMBAUGH AUDITORIUM
1000 FIFTH AVEYOUNGSTOWNOH44504346002716501(C)(3)5067PROGRAM SUPPORT
GREATER WESTERN RESERVE COUNCIL
4930 ENTERPRISE BLVD NWWARRENOH44481221576300501(C)(3)90535PROGRAM SUPPORT
(no name)
PROGRAM SUPPORT
FRIENDS OF FELLOWS RIVERSIDE GARDENS
123 MCKINLEY AVEYOUNGSTOWNOH44509341586738501(C)(3)37280PROGRAM SUPPORT
FELLOWSHIP OF CHRISTIAN ATHLETES
365 MCCLURG RDYOUNGSTOWNOH44512440610626501(C)(3)5250PROGRAM SUPPORT
FAMILY SERVICE AGENCY
535 MARMION AVEYOUNGSTOWNOH44502340714662501(C)(3)5470PROGRAM SUPPORT
CANFIELD PRESBYTERIAN CHURCH
140 W MAIN STREETCANFIELDOH44406340926535501(C)(3)34247PROGRAM SUPPORT
CANFIELD HISTORICAL SOCIETY
44 W MAIN STREETCANFIELDOH44406341406063501(C)(3)10697PROGRAM SUPPORT
BUTLER INSTITUTE OF AMERICAN ART
524 WICK AVEYOUNGSTOWNOH44502340748495501(C)(3)93693PROGRAM SUPPORT
BOYS & GIRLS CLUB OF YOUNGSTOWN
2105 OAK HILL AVEYOUNGSTOWNOH44507341039928501(C)(3)48322PROGRAM SUPPORT
BEATITUDE HOUSE
238 TOD LANEYOUNGSTOWNOH44504341662460501(C)(3)93864PROGRAM SUPPORT
ANGELS FOR ANIMALS
4750 W SOUTH RANGE ROADCANFIELDOH44406341654608501(C)(3)63803PROGRAM SUPPORT
AMERICAN RED CROSS
8392 TOD AVEYOUNGSTOWNOH44512340714531501(C)(3)18208PROGRAM SUPPORT
ACLD LEARNING CENTER
118 E WOOD STREETYOUNGSTOWNOH44503341698461501(C)(3)15000PROGRAM SUPPORT
RESCUE MISSION OF MAHONING VALLEY
PO BOX 298YOUNGSTOWNOH44501346006424501(C)(3)62982PROGRAM SUPPORT
YOUNGSTOWN COMMUNITY FOOD CENTER
94 PYATT STREETYOUNGSTOWNOH44502341517701501(C)(3)13970PROGRAM SUPPORT
YOUNGSTOWN PLAYHOUSE
600 PLAYHOUSE LANEYOUNGSTOWNOH44511340714733501(C)(3)12727PROGRAM SUPPORT
YOUNGSTOWN NEIGHBORHOOD DEVELOPMENT
201 EAST COMMERCE ST 140YOUNGSTOWNOH44503264117989501(C)(3)34929PROGRAM SUPPORT
YOUNGSTOWN CITY SCHOOLS
20 W WOOD STYOUNGSTOWNOH44503346003190501(C)(3)33000PROGRAM SUPPORT
HUMILITY OF MARY HEALTH PARTNERS
1044 BELMONT AVEYOUNGSTOWNOH44505340505560501(C)(3)25000PROGRAM SUPPORT
HOPE HOUSE VISITATION CENTER
660 WEST EARLE AVEYOUNGSTOWNOH44511341906321501(C)(3)5820PROGRAM SUPPORT
ASSOCIATED NEIGHBORHOOD CENTERS
1649 JACOBS RDYOUNGSTOWNOH44505340714812501(C)(3)26575PROGRAM SUPPORT
CHILDREN'S DYSLEXIA CENTER
223 WICK AVE P O BOX 388YOUNGSTOWNOH445010388043169620501(C)(3)13818SUPPORT FUND
COMMON WEALTH
1221 ELM STYOUNGSTOWNOH44505341517533501(C)(3)12500CAPITAL
COMMUNITY LEGAL AID SERVICES
11 FEDERAL PLAZAYOUNGSTOWNOH44503340753560501(C)(3)7000PROGRAM SUPPORT
COMPASS FAMILY & COMMUNITY SERVICES
284 BROADWAYYOUNGSTOWNOH44504341059585501(C)(3)58791CAPITAL
D & E COUNSELING CENTER
142 JAVIT COURTAUSTINTOWNOH44515341205791501(C)(3)10000CAPITAL
FAMILY PROMISE MAHONING VALLEY
22 NORTH MARKET STGIRARDOH44420352344075501(C)(3)10000PROGRAM SUPPORT
GIRL SCOUTS OF NORTH EAST OHIO
ONE GIRL SCOUT WAYMACEDONIAOH440562156340726094501(C)(3)20000PROGRAM SUPPORT
HANDS ON VOLUNTEER NETWORK
5500 MARKET STREET SUITE 106YOUNGSTOWNOH44512341593908501(C)(3)10000PROGRAM/TECHNOLOGY
NEOUCOM MEDICAL EDUCATION FOUNDATION NEOMED
4209 ST RT 44 P O BOX 95ROOTSTOWNOH442720095341264220501(C)(3)11000PROGRAM SUPPORT
OCCHA
3660 SHIRLEY RDYOUNGSTOWNOH44502237214182501(C)(3)15000PROGRAM SUPPORT
PLANNED PARENTHOOD OF MAHONING VALLEY
444 W EXCHANGE STAKRONOH44302341015976501(C)(3)31605CAPITAL
THE RAYMOND JOHN WEAN FOUNDATION
147 WEST MARKET STWARRENOH44481346505038501(C)(3)15000PROGRAM SUPPORT
SMARTS
258 FEDERAL PLAZA WYOUNGSTOWNOH44503346576610501(C)(3)34048PROGRAM SUPPORT
YOUNGSTOWN CITYSCAPE
P O BOX 75YOUNGSTOWNOH44501341924868501(C)(3)133850CAPITAL
YOUNGSTOWN EARLY COLLEGE
FEDOR HALL YSU 644 ELM STYOUNGSTOWNOH44555341904353501(C)(3)15000PROGRAM SUPPORT
BIG BROTHERS & BIG SISTERS
325 NORTH STATE STGIRARDOH44420341139677501(C)(3)6000PROGRAM SUPPORT
MEALS ON WHEELS
1806 MARKET STYOUNGSTOWNOH44512341281564501(C)(3)6256CAPITAL
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants72TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
ExplanationTHE GOVERNING BODY REVIEWS INFORMATION PROVIDED BY GRANT RECIPIENTS DETAILING HOW GRANT FUNDS WERE USED. THE GOVERNING BODY RESERVES THE RIGHT TO REQUEST ADDITIONAL INFORMATION OR SUPPORTING DOCUMENTATION WHENEVER THEY DEEM IT REASONABLE AND APPROPRIATE.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11EACH OFFICER AND DISTRIBUTION COMMITTEE MEMBER IS PROVIDED WITH A COPY OF FORM 990 TO REVIEW PRIOR TO ITS FILING. THE RETURN IS THEN PROVIDED TO THE INSTITUTIONAL TRUSTEE FOR REVIEW PRIOR TO FILING. ANY NECESSARY REVISIONS BASED UPON THESE REVIEWS ARE MADE BY THE INDEPENDENT TAX PREPARER BEFORE THE RETURN IS SIGNED AND FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REVIEWS ITS WRITTEN CONFLICT OF INTEREST POLICY ANNUALLY. EACH INDIVIDUAL MEMBER OF THE GOVERNING BODY AND ALL EMPLOYEES ARE PROVIDED WITH A COPY OF THE POLICY ON AN ANNUAL BASIS AND SIGN AND RETURN A FORM SIGNIFYING THEIR COMPLIANCE WITH THIS POLICY.
FORM 990, PART VI, SECTION B, LINE 15INDEPENDENT MEMBERS OF THE GOVERNING BODY REVIEW THE COMPENSATION OF ALL OFFICERS ON AN ANNUAL BASIS. COMPARABLE WAGES AND BENEFITS FOR SIMILARLY SITUATED POSITIONS ARE CONSIDERED. THE ACTIONS OF THE GOVERNING BODY IN THIS REGARD ARE CONTEMPORANEOUSLY DOCUMENTED.
FORM 990, PART VI, SECTION C, LINE 19ALL INFORMATION OPEN TO PUBLIC INSPECTION IS AVAILABLE UPON REQUEST AT THE OFFICE OF THE YOUNGSTOWN FOUNDATION DURING REGULAR BUSINESS HOURS. IN ADDITION, THE FOUNDATION PUBLISHES ITS ANNUAL FINANCIAL REPORT IN A LOCAL NEWSPAPER OF GENERAL CIRCULATION.
FORM 990, PART VIIFRANKLIN S BENNETT - P O BOX 1162, YOUNGSTOWN, OH 44501. GEORGE BERLIN - P O BOX 1162, YOUNGSTOWN, OH 44501. EUGENIA C ATKINSON - P O BOX 1162, YOUNGSTOWN, OH 44501. JOHN MACINTOSH - P O BOX 1162, YOUNGSTOWN, OH 44501. JUDE J NOHRA - P O BOX 1162, YOUNGSTOWN, OH 44501. JANICE E STRASFELD - P O BOX 1162, YOUNGSTOWN, OH 44501. ALLISON OLTMANN - P O BOX 1162, YOUNGSTOWN, OH 44501.CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -6,847,580.CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1THE SWANSTON FOUNDATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 450AddressLine1
CityYOUNGSTOWNCity
StateOHState
ZIP Code44501ZIPCode
FieldValueIRS element (for citing)
EIN341273093EIN
Primary ActivitiesPROVIDES ASSISTANCE TO ABUSED, NEGLECTED, AND DEPENDENT PERSONSPrimaryActivities
Legal Domicile StateOHLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status170(B)(1) (A)(VI)PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg