2011-10-14T11:17:58-05:00 2010-12-31 PACKER THOMAS 6601 WESTFORD PLACE SUITE 101 CANFIELD OH 44406 990 2010-01-01 346515788 THE YOUNGSTOWN FOUNDATION YOUN 3307440320 PO BOX 1162 YOUNGSTOWN OH 44501 JANICE E STRASFELD 3307440320 2011-10-03 1 RICHARD A SCHAFER 3305339777 2010 2016-03-07 17:11:31Z JANICE E STRASFELD PO BOX 1162 YOUNGSTOWN OH 44501 79549951 0 X WWW.YOUNGSTOWNFOUNDATION.ORG X 1918 OH TO 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. 6 6 3 15 0 0 4117676 1031810 0 0 1731592 -3168166 0 0 5849268 -2136356 3126978 3479145 0 0 251281 327201 0 0 0 137943 134258 3516202 3940604 2333066 -6076960 74664220 80234125 0 0 74664220 80234125 PROVIDE 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. 0 0 2004864 2004864 ASSISTING CHARITABLE AND EDUCATIONAL INSTITUTIONS PROMOTING EDUCATION, SCIENTIFIC RESEARCH, CARE OF SICK, AGED, AND HOMELESS; CARE OF CHILDREN AND OTHER CHARITABLE PURPOSES IN YOUNGSTOWN. (97 ORGANIZATIONS RECEIVED FUNDS.) 1563590 1284219 HINE MEMORIAL FUND - INCOME RESTRICTED FOR THE BENEFIT OF, TREATMENT OF, CARE FOR, AND ASSISTANCE TO CRIPPLED CHILDREN. (17 ORGANIZATIONS RECEIVED FUNDS.) 78702 68124 PAUL AND MARGUERITE THOMAS LECTURE SERIES FUND - RESTRICTED FOR THE BENEFIT OF FUNDING THE COSTS OF THE ANNUAL INSTITUTES AND PROGRAMS TO BE CONDUCTED BY THE YOUNGSTOWN STATE UNIVERSITY IN FUTHERANCE OF THE DONOR'S AIMS AND OBJECTIVE.(1 ORGANIZATION RECEIVED FUNDS) 3647156 1 1 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 OH X X X JANICE E STRASFELD 3307440320 PNC BANK BUILDING PO BOX 1162 YOUNGSTOWN OH 44501 WILLIAM R POWELL X X 0 0 0 GEORGE BERLIN X X 0 0 0 CYNTHIA E ANDERSON X 0 0 0 PHILLIP B DENNISON X 0 0 0 JUDE J NOHRA X 0 0 0 EUGENIA ATKINSON X 0 0 0 PNC BANK 10.00 X 176744 0 0 JANICE E STRASFELD 30.00 X 70000 0 3000 246744 0 3000 0 0 0 0 0 1031810 1031810 1800283 1800283 76717858 81686307 -4968449 -4968449 -4968449 -2136356 0 0 -3168166 3479145 3479145 249744 73000 176744 63897 63897 2798 2798 10762 10762 40052 40052 16780 16780 16703 16703 11057 11057 851 851 ADMINISTRATIVE EXPENSES 13989 13989 MEMBERSHIP DUES 12699 12699 TELEPHONE AND INTERNET 8740 8740 PRINTING FEES 6045 6045 INSURANCE 4811 4811 2531 2531 3940604 3647156 293448 0 6183709 2072963 77970 77970 851 0 68479660 78161162 74664220 80234125 0 0 X 21481269 23301096 31493884 35243962 21689067 21689067 74664220 80234125 74664220 80234125 X -6076960 11646865 X 0 1 0 X 0 X 794083 906976 3445079 1117676 1031810 7295624 794083 906976 3445079 1117676 1031810 7295624 1963535 5332089 2793015 3962960 2056373 1902994 1800283 12515625 19811249 0.26910 0.26220 X XXXX SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 6 0 0 65300 141268 2877980 4901634 1 0 70284250 8275 8323086 2679211 75936400 70881930 3170166 -1027007 2740839 70284250 73135220 2377314 -1858007 2772597 70881930 0.71000 0.29000 0.00000 0 0 77970 77970 0 0 -2136356 3940604 -6076960 11646865 11646865 5569905 9510509 11646865 11646865 -2136356 0 -2136356 3940604 0 3940604 0 3940604 1 YWCA OF YOUNGSTOWN 25 W RAYEN AVE YOUNGSTOWN OH 44503 340714732 501(C)(3) 98854 BUILDING RENOVATION YOUNGSTOWNMAHONING VALLEY UNITED WAY 255 WATT STREET YOUNGSTOWN OH 44505 340714598 501(C)(3) 126500 PROGRAM SUPPORT YOUNGSTOWN SYMPHONY SOCIETY 260 W FEDERAL YOUNGSTOWN OH 44503 340639988 501(C)(3) 47173 BUILDING IMPROVEMENTS AND PROGRAM SUPPORT YOUNGSTOWN STATE UNIVERSITY ONE UNIVERSITY PLAZA YOUNGTOWN OH 44555 340973300 501(C)(3) 142903 SCHOLARSHIPS, PROGRAM, AND CAPITAL SUPPORT YOUNGSTOWN HEARING AND SPEECH CENTER 6614 SOUTHERN BLVD YOUNGSTOWN OH 44512 340742712 501(C)(3) 184995 EQUIPMENT PURCHASES; SUPPORT FOR CHILDRENS SERVICES YOUNGSTOWN BUSINESS INCUBATOR 241 W FEDERAL YOUNGSTOWN OH 44503 341751707 501(C)(3) 27000 FACILITY RENOVATIONS YOUNGSTOWN AREA JEWISH FEDERATION 505 GYPSY LANE YOUNGSTOWN OH 44504 340714442 501(C)(3) 14050 PROGRAM SUPPORT YOUNGSTOWN AREA GOODWILL INDUSTRIES 2747 BELMONT AVE YOUNGSTOWN OH 44505 340714576 501(C)(3) 51522 CAPITAL IMPROVEMENT PROJECTS YOUNGSTOWN WARREN REGIONAL CHAMBER 11 CENTRAL SQUARE STE 1600 YOUNGSTOWN OH 44503 341582341 501(C)(3) 25000 ECONOMIC DEVELOPMENT INITIATIVES PROTESTANT FAMILY SERVICES 496 GLENWOOD AVE SUITE 115 YOUNGSTOWN OH 44502 341052837 501(C)(3) 34528 PROGRAM SUPPORT YMCA 17 N CHAMPION ST PO BOX 1287 YOUNGSTOWN OH 44501 340714730 501(C)(3) 114512 BUILDING RENOVATION AND CAMP FITCH SUPPORT VISITING NURSE ASSOCIATION 518 INDIANOLA AVE YOUNGSTOWN OH 44502 340714780 501(C)(3) 258830 PROGRAM SUPPORT FOR CHILDREN WITH DIAGNOSED DISABILITIES VICTORIAN PLAYERS THEATRE 702 MAHONING AVE YOUNGSTOWN OH 44502 341770293 501(C)(3) 6000 PROGRAM SUPPORT URSULINE SISTERS OF YOUNGSTOWN 4250 SHIELDS RD CANFIELD OH 44406 340720564 501(C)(3) 23414 PROGRAM SUPPORT UNITED METHODIST COMMUNITY CENTER 334 NORTH PEARL ST YOUNGSTOWN OH 44506 341006737 501(C)(3) 7668 PROGRAM SUPPORT SALVATION ARMY PO BOX 4327 AUSTINTOWN OH 44515 135562351 501(C)(3) 39747 PROGRAM SUPPORT PAULA AND ANTHONY RICH CENTER FOR AUTISM - YSU ONE UNIVERSITY PLAZA YOUNGSTOWN OH 44555 346576610 501(C)(3) 31000 PROGRAM SUPPORT FOR CHILDREN WITH AUTISM EASTER SEAL SOCIETY 299 EDWARDS STREET YOUNGSTOWN OH 44502 346004377 501(C)(3) 289450 SERVICE SUPPORT FOR CHILDREN WITH DIAGNOSED DISABILITIES THE CHILDREN'S REHABILITATION CENTER 885 HOWLAND-WILSON RD WARREN OH 44484 340338506 501(C)(3) 71500 SERVICES FOR CHILDREN WITH DIAGNOSED DISABILITIES THE CHILDREN'S CENTER FOR SCIENCE PO BOX 6101 YOUNGSTOWN OH 44501 043617085 501(C)(3) 141605 PROGRAM SUPPORT ST MARY CATHOLIC CHURCH 242 N STATE STREET PAINESVILLE OH 44077 340714517 501(C)(3) 37162 PROGRAM SUPPORT SOUTHSIDE MINISTRIES 74 KENMORE YOUNGSTOWN OH 44507 341341190 501(C)(3) 12284 PROGRAM SUPPORT SECOND HARVEST FOOD BANK 2805 SALT SPRINGS RD YOUNGSTOWN OH 44509 341380074 501(C)(3) 19553 PROGRAM SUPPORT PROTESTANT CAMPUS MINISTRY 562 WICK AVE YOUNGSTOWN OH 44502 341229592 501(C)(3) 11156 PROGRAM SUPPORT PREGNANCY HELP CENTER 4845 MARKET STREET 2 YOUNGSTOWN OH 44512 341553537 501(C)(3) 10629 PROGRAM SUPPORT POTENTIAL DEVELOPMENT PROGRAM 209 W WOODLAND AVE YOUNGSTOWN OH 44502 340789759 501(C)(3) 165694 PROGRAM SUPPORT FOR CHILDREN WITH AUTISM POLAND INTERFAITH PANTRY 1940 BOARDMAN-POLAND ROAD POLAND OH 44514 341762126 501(C)(3) 6010 PROGRAM SUPPORT PAISLEY HOUSE 1408 MAHONING AVE YOUNGSTOWN OH 44509 340726096 501(C)(3) 6669 PROGRAM SUPPORT NEIL KENNEDY RECOVERY CLINIC 2151 RUSH BLVD YOUNGSTOWN OH 44507 340685251 501(C)(3) 7200 PROGRAM SUPPORT NEIGHBORHOOD MINISTRIES 75 JACKSON STREET YOUNGSTOWN OH 44505 341051607 501(C)(3) 60345 AFTER SCHOOL PROGRAM SUPPORT MV ORGANIZING COLLABORATIVE 201 E COMMERCE STREET SUITE 137 YOUNGSTOWN OH 44503 262142466 501(C)(3) 10000 PROGRAM SUPPORT MONDAY MUSICAL CLUB 1000 FIFTH AVE 3 YOUNGSTOWN OH 44504 340709317 501(C)(3) 77542 MUSICAL ARTS PROGRAM SUPPORT MILLCREEK PARK FOUNDATION PO BOX 596 CANFIELD OH 44406 346003205 501(C)(3) 18154 PROGRAM SUPPORT MAHONING VALLEY HISTORICAL SOCIETY 648 WICK AVE YOUNGSTOWN OH 44502 340872868 501(C)(3) 56480 PROGRAM SUPPORT MAHONING VALLEY ASSOCIATION OF CHURCHES 2214 MAHONING AVE YOUNGSTOWN OH 44509 340714802 501(C)(3) 7769 PROGRAM SUPPORT JUNIOR ACHIEVEMENT 1601 MOTOR INN DRIVE 305 GIRARD OH 44420 341714400 501(C)(3) 34195 PROGRAM SUPPORT HOSPICE OF THE VALLEY 5910 MARKET STREET YOUNGSTOWN OH 44512 341288743 501(C)(3) 18662 PROGRAM SUPPORT HELP HOTLINE PO BOX 46 YOUNGSTOWN OH 44501 341196630 501(C)(3) 37539 HOTLINE SERVICES SUPPORT HABITAT FOR HUMANITY 480 YOUNGSTOWN POLAND RD STRUTHERS OH 44471 341657171 501(C)(3) 16656 CAPITAL IMPROVEMENTS HH STAMBAUGH AUDITORIUM 1000 FIFTH AVE YOUNGSTOWN OH 44504 346002716 501(C)(3) 7019 PROGRAM SUPPORT GREATER WESTERN RESERVE COUNCIL 4930 ENTERPRISE BLVD NW WARREN OH 44481 221576300 501(C)(3) 120017 PROGRAM SUPPORT AKRON CHILDREN'S HOSPITAL 1 PERKINS SQUARE AKRON OH 44803 340714357 501(C)(3) 76000 PROGRAM SUPPORTPROGRAM SUPPORT FRIENDS OF FELLOWS RIVERSIDE GARDENS 123 MCKINLEY AVE YOUNGSTOWN OH 44509 341586738 501(C)(3) 93793 PROGRAM SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES 365 MCCLURG RD YOUNGSTOWN OH 44512 440610626 501(C)(3) 5250 PROGRAM SUPPORT FAMILY SERVICE AGENCY 535 MARMION AVE YOUNGSTOWN OH 44502 340714662 501(C)(3) 10352 PROGRAM SUPPORT CANFIELD PRESBYTERIAN CHURCH 140 W MAIN STREET CANFIELD OH 44406 340926535 501(C)(3) 37162 PROGRAM SUPPORT CANFIELD HISTORICAL SOCIETY 44 W MAIN STREET CANFIELD OH 44406 341406063 501(C)(3) 5914 PROGRAM SUPPORT BUTLER INSTITUTE OF AMERICAN ART 524 WICK AVE YOUNGSTOWN OH 44502 340748495 501(C)(3) 101351 PROGRAM SUPPORT BURDMAN GROUP 284 BROADWAY AVE YOUNGSTOWN OH 44504 341059585 501(C)(3) 9243 PROGRAM SUPPORT BOYS & GIRLS CLUB OF YOUNGSTOWN 2105 OAK HILL AVE YOUNGSTOWN OH 44507 341039928 501(C)(3) 9035 PROGRAM SUPPORT BEATITUDE HOUSE 238 TOD LANE YOUNGSTOWN OH 44504 341662460 501(C)(3) 104735 PROGRAM SUPPORT ANGELS FOR ANIMALS 4750 W SOUTH RANGE ROAD CANFIELD OH 44406 341654608 501(C)(3) 90530 PROGRAM SUPPORT AMERICAN RED CROSS 8392 TOD AVE YOUNGSTOWN OH 44512 340714531 501(C)(3) 33845 PROGRAM SUPPORT ACLD LEARNING CENTER 118 E WOOD STREET YOUNGSTOWN OH 44503 341698461 501(C)(3) 26000 PROGRAM SUPPORT RESCUE MISSION OF MAHONING VALLEY PO BOX 298 YOUNGSTOWN OH 44501 346006424 501(C)(3) 63072 PROGRAM SUPPORT BALLET WESTERN RESERVE 218 WEST BOARDMAN ST YOUNGSTOWN OH 44503 341282499 501(C)(3) 20250 PROGRAM SUPPORT JUBILEE GARDENS INC 1122 E MIDLOTHIAN BLVD YOUNGSTOWN OH 44502 550877205 501(C)(3) 6420 PROGRAM SUPPORT LAKE MILTON NATURE ARTS COUNCIL PO BOX 97 LAKE MILTON OH 44429 810651307 501(C)(3) 7500 PROGRAM SUPPORT YOUNGSTOWN COMMUNITY FOOD CENTER 94 PYATT STREET YOUNGSTOWN OH 44502 341517701 501(C)(3) 10078 PROGRAM SUPPORT YOUNGSTOWN PLAYHOUSE 600 PLAYHOUSE LANE YOUNGSTOWN OH 44511 340714733 501(C)(3) 24445 PROGRAM SUPPORT YOUNGSTOWN NEIGHBORHOOD DEVELOPMENT 201 EAST COMMERCE ST 140 YOUNGSTOWN OH 44503 264117989 501(C)(3) 20000 PROGRAM SUPPORT YOUNGSTOWN CITY SCHOOLS 20 W WOOD ST YOUNGSTOWN OH 44503 346003190 501(C)(3) 8390 PROGRAM SUPPORT WEE CAN MOVE TOO 3720 ORCHARD HILL DR CANFIELD OH 44406 800240873 501(C)(3) 25000 PROGRAM SUPPORT SAFEHOUSE MINISTRIES 1155 CHURCHILL HUBBARD RD YOUNGSTOWN OH 44505 200184171 501(C)(3) 9000 PROGRAM SUPPORT EASTERN OHIO P-16 108 MAIN AVE SW 1000 WARREN OH 44481 346505038 501(C)(3) 25000 PROGRAM SUPPORT MILLCREEK CHILDREN'S CENTER 44 ESSEX ST YOUNGSTOWN OH 44502 341202596 501(C)(3) 11595 PROGRAM SUPPORT MAHONING VALLEY EPILIPSY FUND 25 N CANFIELD NILES RD YOUNGSTOWN OH 44515 341969539 501(C)(3) 5780 PROGRAM SUPPORT HUMILITY OF MARY HEALTH PARTNERS 1044 BELMONT AVE YOUNGSTOWN OH 44505 340505560 501(C)(3) 25000 PROGRAM SUPPORT HOPE HOUSE VISITATION CENTER 660 WEST EARLE AVE YOUNGSTOWN OH 44511 341906321 501(C)(3) 27464 PROGRAM SUPPORT COMMUNITY SOLUTIONS ASSOCIATION 320 HIGH STREET NORTHEAST WARREN OH 44481 341927683 501(C)(3) 20000 PROGRAM SUPPORT 70 0 OTHER INFORMATION: PART IV: THE 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. FORM 990, PART VI, SECTION B, LINE 11 EACH 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 12C THE 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 15 INDEPENDENT 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 19 ALL 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 11,646,865. THE SWANSTON FOUNDATION PO BOX 450 YOUNGSTOWN OH 44501 341273093 PROVIDES ASSISTANCE TO ABUSED, NEGLECTED, AND DEPENDENT PERSONS OH 501(C)(3) 170(B)(1) (A)(VI) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0