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2016

COMMUNITY REPORT


To Our Friends Across the Valley The Community Foundation of the Mahoning Valley has at the core of its mission to improve the quality of life for residents of the Valley, and 2016 was a year of growth in that mission with a focus on creating a healthy community for all. We began the year investigating the factors behind the region’s health outcomes, identifying their improvement as an essential aspect of our intended impact. Bringing our Board of Directors together with the Boards of our three supporting organizations was the beginning of many collaborative meetings. We began brainstorming the best way to address those poor outcomes and talking about how we could engage the community in determining what a healthy Mahoning Valley looks like. We then used the Innovations 2.0 conference as a platform for difficult discussions, addressing issues affecting all residents and planting the seeds of a blossoming cross-sector collaboration aimed at building the healthiest, most productive Valley possible. At that event, we pledged, and hold true to that pledge, to continue convening the community on these intricate issues and offering a platform for individuals and organizations from all sectors to work together. Our goal is to support collaboration to move us forward in creating changes that will surround families in every neighborhood with the opportunity to live their healthiest lives. Last year was easily defined by an increase in community leadership efforts, reflecting our commitment to the community and the well-being of those served by the Foundation. With 2017 underway, we continue the important work started last year and look to dig further into the root causes affecting our health outcomes, leveraging our leadership position and abilities to bring change agents to the table. We hope you will join us!

Atty. Jerry Bryan Board Chairperson

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Shari Harrell President


CONTENTS Sauer Endowment Fund

4

Funds at the Foundation

6

Tornello Endowment Highlight

7

Bouncing Into Bascom

8

Grantee Highlights

10

Total Giving and Grants: How to Apply

11

Supporting Organizations

12

Community Leadership

16

Contributors

18

Board of Directors

22

Financial Statement

23

OUR MISSION The Community Foundation is a 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. www.cfmv.org | 3


“For someone who wants to be a philanthropic donor the Community Foundation offers a great service by formally recommending causes.” -Diane and Kurt Sauer

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The Diane and Kurt Sauer Endowment Fund While many may know Diane Sauer from her car dealership commercials, it is her and her husband Kurt’s attitude about philanthropy and supporting their community that is truly noteworthy. They have worked hard their whole lives, building successful careers and a beautiful family, all the while demonstrating to their two children the importance of giving back. As a member of the board of directors at the Community Foundation for the past six years, Diane plays an important role in guidance and community leadership efforts, offering her time and insights from her successful background in business. “The more I learned about the Foundation and the more involved in it I became, I could easily see the incredible work it accomplishes and what a great service it is to our community,” said Diane about her time on the board. Opening a fund in 2015, the Sauers see the Foundation’s oversight and recommendation of organizations and projects as the highlight of donor services offered. Eliminating

the research component from the process has made giving that much more of a positive experience. Kurt and Diane do not restrict their efforts to build a better community to philanthropic dollars, however, and both are directly involved with causes that matter to them. Diane has previously chaired the local United Way Campaign, serves on several nonprofit boards, and is a longtime Warren Rotary member. Kurt is an active member of Warren Kiwanis. In addition to their endowment fund at the Community Foundation, Kurt and Diane each have an endowed scholarship at The Ohio State University, which support students from Trumbull and Mercer Counties in Ohio. They established funds at the YSU Foundation for student work grants and the Diocese of Youngstown Foundation to support their local church parish, Blessed Sacrament of Warren. Their continuous philanthropic endeavors, while impressive, are just another day in the lives of Kurt and Diane. www.cfmv.org | 5


Funds at the Foundation AGENCY FUNDS

DONOR ADVISED Funds

Mahoning County Saddle Horse 4-H Committee Endowment Fund Association of Fundraising Professionals Mahoning/ Shenango Chapter Endowment Fund Angels for Animals Endowment Fund Beatitude House Endowment Fund Big Reach Center for Hope Fund Doris Burdman Fund for Mental Health Youngstown CityScape Fund Community Living Endowment Fund Alta Care Group Fund Easter Seals Building Tomorrows Fund Youngstown Area Goodwill Industries Endowment Fund Habitat for Humanity of Mahoning County Fund The William and Arden Farragher Endowment Fund for Help Hotline Crisis Center, Inc. Interfaith Home Maintenance Service Fund Junior Achievement Endowment Fund Junior League of Youngstown Endowment Fund The Kiwanis Club of Youngstown Endowment Fund Legal Creative Endowment Fund Meridian Community Care Endowment Fund Millcreek Children’s Center Fund Making Kids Count Endowment Fund Eastern Ohio Area Health Education Center Fund Ohio North East Health Systems Endowment Fund Opera Western Reserve Endowment Fund Potential Development Endowment Fund Second Harvest Food Bank of the Mahoning Valley Fund Mary B. Smith Fund - Altrusa International of Youngstown, OH, Inc. Sojourner House Domestic Violence Program Fund Someplace Safe Endowment Fund W. Fenton Meredith Memorial Fund FBO St. James Meeting House Trumbull County Coaches Association Fund United Way of Trumbull County Endowment Fund Valley Community Mental Health Fund Youngstown Hearing & Speech Center Capital Fund Youngstown Hearing & Speech Center Operating Fund

Alexis Morgan Stiner Memorial Fund John S. and Doris M. Andrews Memorial Fund Nancy W. and Bruce R. Beeghly Family Fund The Collier Endowment Fund Suzanne and Al Fleming Family Fund David A. and Janet L. Flynn Family Foundation Kennedy Family Fund Knecht Family Foundation McAuley Fund Ralph E. and Esther K. Meacham Memorial Fund Ricchiuti Family Fund E. Jeffrey & Carol A. Rossi Family Foundation Fund J. David and Madelon M. Sabine Family Fund The Diane and Kurt Sauer Endowment Fund Schmutz Family Fund SJK Charitable Fund Huntington Bank Fund Snyder Family Fund Stephen Moore Memorial Fund Jeffrey M. Stevens Memorial Fund The Jeff and Tina Wilkins Family Fund Denise and John York Fund Bert and Joanne Zusman Fund

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ORGANIZATIONALLY ADVISED FUNDS The Boardman Fund Boardman Schools Fund for Educational Excellence Boardman Schools Fund for Educational ExcellenceChengelis Trust Endowment Fund Champion Educational Enrichment Fund Diabetes Partnership of Mahoning Valley Fund First Place Community Fund Hospice Trust of Trumbull County Fund Hospice Trust - Schlecht Fund Internal Medicine Development Fund The International Institute Funds The Italian Scholarship League Fund Mahoning County Career & Technical Center Foundation Fund VEC Community Fund Woman’s Board of Youngstown Fund Young Philanthropist Fund


SCHOLARSHIP FUNDS Gail T. Dennison Mahoning County Saddle Horse 4-H Committee Scholarship Fund Athena Scholarship Fund The William J. Ayers Scholarship Fund Better Business Bureau of the Mahoning Valley, Inc. Ethics and Integrity Scholarship Fund The Frank Bubba Scholarship Fund Cardinal Mooney High School Class of 1965 Memorial Scholarship Fund C. M. (Jerry) Collins Memorial Scholarship Fund The Al and Helen Davis Family Memorial Scholarship Fund George L. Madigan Scholarship Fund The C. Robert Wyndham and Fred Kubli, Jr. Scholarship Endowment Fund The Charles and Priscilla Latham Scholarship Fund Melinda Henning Scholarship Fund Meridian Community Care Scholarship Fund Youngstown Alumnae Panhellenic Scholarship Fund The John Pogue Scholarship Endowment Fund Jean Rider Scholarship Fund The Dr. John and Mary Alice Vlad Scholarship Endowment Fund The Warren City Schools Foundation General Scholarship Fund Woman’s Board of Youngstown Scholarship Fund

PASS THROUGH FUNDS 40 Under 40 Awards Pass-Through Fund Any Given Child Warren, Ohio Fund Support the Boardman Schools Community Project Fund CFMV Pass-Through Unrestricted Fund Economic Competitiveness Project Pass Through Fund For our Economic Future Swanston Pass Through Fund

DESIGNATED FUNDS Abe and Leona Adler Literary Fund A. L. Brooks and W. E. Bliss Funds Christine Blair Legow & Elliot P. Legow Fund Poland Village Gardeners Centennial Gardens Fund Robert L. Tornello Endowment Fund Lt. J.G. Douglas M. Webster Fund Warren Philharmonic Orchestra Fund

Field of Interest FUNDS and Unrestricted Funds The Brozik Fund for the Foundation CFMV Grantmaking Fund CFMV Unrestricted Fund CFMV Women’s Fund Delfin Gibert Fund for Disadvantaged Children and Youth

WANT TO OPEN A FUND? Think you might want to open a fund at the Foundation? Contact us for more information on the fund types and services we offer.

330.743.5555 | info@cfmv.org

KEEPING ART ALIVE in the Community: Robert L. Tornello Endowment Dr. Robert L. Tornello, a local physician with many ties to the Youngstown Playhouse, left instructions to create a charitable fund upon his death to support the organization. This act was a clear demonstration of his commitment to philanthropy and the arts, and it has provided vital support for the Playhouse well beyond his lifetime. Originally established with KeyBank, the Fund was moved to the Community Foundation in 2007, right before the Playhouse entered a period of financial crisis following the 2008 recession. The Playhouse, which relied partially on the designated contributions from the Fund to help make a recovery in recent years, recognized the Robert L. Tornello Endowment Fund, along with the support of many other donors, on the opening night of “A Funny Thing Happened on the Way to the Forum” in May 2016. The continuous support designated funds provide, as demonstrated by the Playhouse’s revitalization, can be integral to the survival of local organizations.

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Bouncing Into Bascom With a high-need population, coming up with creative and effective programming to address school readiness is essential for the LaBrae School District. Bouncing into Bascom was one innovative solution, and with the support of the Kennedy Family Fund, a component fund of the Community Foundation, Bascom Elementary was able to put it into action. With a goal for students to improve their physical, emotional, and social maturity, as well as develop early literacy and math skills, the school organized and executed a pre-kindergarten summer intervention program. Bouncing into Bascom spanned the course of three weeks in the summer of 2016, with 28 students attending class five days a week. Children were transported to and from the school, eliminating what is often a difficult barrier for students participating in extracurricular activities. The group was split into two classes, each taught by a Bascom Elementary teacher with the support of two paraprofessionals. Students learned school routines and basic kindergarten skills such as name recognition and writing, while daily recess and homework encouraged the formation of friendships and parental participation. Through an additional grant, breakfast and a snack were provided each day, along with a back pack filled with kindergarten school supplies at program end. Utilizing pre and post tests to evaluate student success, Maggie Kowach, principal at Bascom, 8 | 2016 COMMUNITY REPORT


"This school and community partnership enabled academic and social-emotional foundational skills to be taught in a positive learning environment before the school year began to students in most need of those valuable lessons.� -Maggie Kowach Principal, Bascom Elementary

reported an increase in post-test scores for 96% of students. On average, tests indicated a 25 point increase from pre to post assessments. “This extra support has attributed to higher reading levels, more on-task behavior, and the overall growth and achievement of all the kindergarten students at Bascom Elementary,� said Kowach. With one private sponsor already committed, the school plans to continue this successful program in 2017. www.cfmv.org | 9


INVESTING IN THE NEXT GENERATION: First Place Community Fund Scholar Royal S. Smith is a young man in whom the First Place Community Fund is proud to invest. From the Warren area, Smith fell in love with the University of Dayton’s atmosphere on his first campus visit, but with a single mother supporting him and another sibling enrolled in college, he stressed about how feasible his dream of attending would be. Receiving support from his hometown community helped ease that stress, when Smith was selected as the 2016 First Place Community Fund Scholar. Provided through the Fund’s work with The Ohio Foundation of Independent Colleges, this

scholarship allowed him to redirect his energy from worrying about how he would pay for his degree in sports medicine to accomplishing that dream. “Words can’t describe how grateful I am to have received the The First Place Community Fund Scholarship,” Smith said. “This means a great deal to me because it allows me to focus on my schoolwork instead of worrying about the money that I need to surface in order to attend this school.” With the number of scholarship applications received by the Foundation, it is important that each one goes to a deserving candidate with the drive to succeed. The selection committee recognized those attributes in Smith, and they, along with the Foundation, are rooting for him!

MAKING CARE A CHOICE: Hospice of the Valley Hospice of the Valley (HOTV) began offering a Medicare Care Choices Model program in January 2016. One of only 141 hospices in the country to implement this program, the model allows patients, who are eligible but who do not elect their hospice benefit, to instead continue curative therapies while receiving medical interventions and support typically provided through hospice care.

Pictured above are members of the clinical team for Hospice of the Valley’s Medicare Care Choices Model program.

In conjunction with the patient’s attending physician, a skilled nurse conducts home visits and coordinates care with the whole health care team. Paula Durkin, director of the program, noted that 53% of their patients reside in Trumbull County and many are able to remain in their homes, a key benefit of the program. “For those patients who do not meet the criteria for the program, our nurse coordinator refers them to other services,” stated Durkin. “Support from the Community Foundation has been integral to us offering the Medicare Care Choices Model to our communities,” said Terry Kilbury, executive director. Leveraging the grant received from the Hospice Trust of Trumbull County, a component fund of the Community Foundation, HOTV received a matching grant from the Mercy Health Foundation.

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TOTAL GIVING:

$1,301,556 Arts and Culture | $55,832 | 4% Community Well-Being | $256,893 | 20% Education | $267,350 | 21% Arts and Culture

Community Well-Being

Education

Health and Human Services

Other

Health and Human Services | $640,487 | 49% Other | $80,994 | 6%

HOW TO APPLY

Eligible Organizations | The Foundation welcomes applications from those determined by the IRS to be public charities. This encompasses most charitable, scientific, social service, educational and religious organizations described in §501(c)(3) of the tax code, as well as government entities. Organizations that are not public charities may apply through a fiscal sponsor. Activities must directly benefit residents of Mahoning or Trumbull Counties (or the surrounding area). Preference is given to programs and organizations that: • demonstrate measurable outcomes • expand meaningful civic engagement and build social capital • build on existing assets • address prevention as well as remediation • acknowledge and respect diversity and help bridge differences among individuals, organizations and communities • facilitate collaboration among relevant groups • use or expand upon demonstrated and documented best practices.

Application Process | Grant applications are considered February 1, June 1, and October 1. All submissions are online and the applications can be found at www.cfmv.org. For more information on the Foundation’s grant process, please read the Grant Guidelines found on our website or call us at 330-743-5555. www.cfmv.org | 11


Supporting Organizations How to Apply

All three of our supporting organizations invite proposals under a competitive Request for Proposal (RFP) process. Each RFP is released prior to the supporting organization’s grant cycle and outlines their grant priorities for the year.

William Swanston Charitable Fund The William Swanston Charitable Fund administers one grant cycle per year, and the board of directors will release their RFP for the 2017-2018 grant cycle in the fall. Those interested can visit www.cfmv.org for updates and the letter of inquiry form once it is available.

Trumbull Memorial Health Foundation & Western Reserve Health Foundation Both health foundations administer two grant cycles per year with one remaining for the 2017 year. Their Community Health grant programs fund innovative projects that align with the current priorities identified by each county’s community health assessments and that specifically address social and economic challenges proven to contribute to poor health outcomes. Detailed RFPs for the fall grant cycles will be released in July and LOI forms will be due August 18, 2017. Those interested can visit www.cfmv.org for updates and the letter of inquiry forms once they are available. Issue-specific grants are made from restricted funds held by the foundations. Detailed RFPs for the fall grant cycles will be released in July and full applications are due by September 29, 2017. There is no LOI process for these grants. Those interested can visit www.cfmv.org for updates and the application forms once they are available.

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head start program promotes healthy eating Alta Care Group’s Head Start Nutrition Enhancement Initiative educated families about healthy eating and exposed children to healthy foods. The program featured a farmer’s market and nutritious recipes. “Many of our parents took their children out of the classroom to shop at the market with them,” said Lori Stellmar, health and nutrition manager at Alta Head Start. “I was overjoyed as the child told the mom they ate pineapple in class and wanted to purchase it. Or the little boy who loved raw green beans wanted to buy those.” Stellmar has another market planned for April and says parents and children are already excited. “For most of our families this was an unforgettable experience.”

Alta Head Start’s Farmer’s Market

“Many of us do not think twice about running to the store to buy apples or green beans. But for many more it is not an option.” -Lori Stellmar Alta Care Group

William Swanston Charitable Fund TOTAL GRANTS:

$348,200

2016 SWANSTON BOARD MEMBERS: Paul M. Dutton, Chair | Patricia Brozik Dennis Mangan | Loree Richardson Molly Seals | Patricia Sweeney | John Taylor

Akron Children's Hospital Beatitude House Children's Hunger Alliance Children's Rehabilitation Center Compass Family and Community Services Alta Care Group, Inc. Mercy Health Mahoning Valley Trumbull Neighborhood Partnership Youngstown Neighborhood Development Corporation YWCA of Youngstown

$75,000 $50,000 $10,000 $14,500 $25,000 $31,200 $25,000 $32,500 $75,000 $10,000

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HEAL PROGRAM TARGETS PATIENT HEALTH

Ma

ie

r

“We’re approaching their issues from a truly holistic perspective. We’re not just dealing with medical or legal or education issues in silos. Instead, we’re coming at it as a collaborative, interprofessional team.”

Cu

rry

-Marie Curry Managing Attorney for HEAL

Trumbull Memorial Health Foundation TOTAL GRANTS:

$126,625 $22,500 $15,000 $21,000 $12,000 $750 $9,500 $15,000 $10,875 $15,000 $5,000

Access Health Mahoning Valley Antonine Sisters Adult Day Care Children’s Rehabilitation Center, Inc Community Legal Aid Services, Inc. Easter Seals MTC Homes for Kids of Ohio, Inc. Howland United Methodist Church Trumbull County Combined Health District Trumbull Neighborhood Partnership Youngstown Area Goodwill Industries

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Community Legal Aid’s Health Education Advocacy and Law (HEAL) program integrates lawyers (as well as paralegals and students) into a patient’s health care team to resolve legal problems that are barriers to health. It is in working with health care partners that Marie Curry, managing attorney for HEAL, has seen the greatest impact of this program. “The nurses, physicians, social workers, front-line staff–everyone has a role to play, and once they understand how Legal Aid can help them, can help their patients, it becomes such a seamless collaboration,” said Curry. “We’re able to address issues that persist and keep them coming back for medical attention time and again.” Addressing the factors that produce poor health outcomes in a collaborative way is a priority of the Trumbull Memorial Health Foundation, and with this program’s ability to bring so many partners to the table, it was a natural fit. “None of what we do would be possible without the support of our funding partners, like the Trumbull Memorial Health Foundation,” said Steven McGarrity, executive director of Community Legal Aid. “What helps the most is not just having the funds to provide direct services to our clients, but also having the ability to make and cultivate meaningful connections with those organizations we’re working with.”

2016 TMHF BOARD MEMBERS: Atty. Patrick K. Wilson, Chair Dr. Christopher C. Chuirazzi | Robert E. Hoy Neil J. Kaback | David J. Kostolansky Margaret M. Krozier | Shawn Pompelia Diane R. Sauer | Linda Day Dr. Tom James | Gordon Wean


2016 WRHF BOARD MEMBERS: Phillip Dennison, CPA, Chair | Atty. Jeff Heintz Dr. David Ritchie | Susan Stricklin Dr. Michael Miladore | Dr. Keisha Robinson

research and health Researchers from the Department of Human Performance and Exercise Science (HPES) alongside the Department of Human Ecology/ Dietetics at Youngstown State University (YSU) are using an interdisciplinary, student-driven community resource model to improve the health and well-being of the patients attending the Midlothian Free Health Clinic (MFHC). Through interdisciplinary education, the group is working to build experiential learning opportunities for YSU students while assisting vulnerable populations. “Providing services to vulnerable populations presents unique barriers not always seen in traditional health care,” remarked Dr. Sara Michaliszyn, assistant professor of Human Performance and Exercise Science. Health literacy and lack of engagement are two such barriers. To overcome them, researchers are first performing a health risk assessment (HRA). Performed by a supervised social work student, the HRA identifies the individual’s health care needs such as diet, physical activity, respiratory care, physical therapy, diabetes management, vision, or dental, to name a few. Following risk identification, patients are referred to the necessary programs. Since November, 33 patients completed the HRA with an average of four risks identified per individual. Most required dietary (65%) or exercise (55%) consultation, and out of the total referred to dietary and exercise, 22% enrolled in the program.

Western Reserve Health Foundation TOTAL GRANTS:

$172,515 Akron Children’s Hospital Mahoning Valley Community Legal Aid Services, Inc. GrowYoungstown Homes for Kids of Ohio, Inc. Neil Kennedy Recovery Centers Sight for All YMCA of Youngstown Youngstown Area Goodwill Industries, Inc Youngstown Neighborhood Development Corporation Youngstown State University

$16,000 $10,000 $15,000 $9,500 $20,000 $11,115 $25,000 $23,000 $15,000 $27,900

Pictured left are Dr. Martin Abraham, YSU Provost, and Phillip Dennison, WRHF Board Chair as Dr. Sara Michaliszyn receives an award for her research.

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we’re More Than Grant makers: Serving the Community Great things are happening across the Valley and the Community Foundation of the Mahoning Valley is proud to play a part in many new efforts to improve life in our communities. Over the last year, we have been actively participating in a number of initiatives beyond our traditional grant making and investments in our community.

Our role is more than funder, expanding to include community leader, convener, and change agent. The donors and volunteers that support the Community Foundation have greatly influenced these meaningful and productive efforts. We thank each of you for the encouragement you’ve given us to step out and explore new opportunities to improve the place we all call home.

The National Standards Seal by our name indicates official confirmation from the Council on Foundations that we have met the most rigorous standards in philanthropy.

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FUND FOR OUR ECONOMIC FUTURE The Fund for Our Economic Future is a regional collaborative of funders working together to promote economic development in Northeast Ohio. This year, we partnered with the Youngstown Foundation and Trumbull 100 to become a member of the Fund for the next three years. This investment gives us a seat at the table where strategies and priorities are developed and funding decisions are made, connecting the Valley to the technical and financial resources of the Fund.

ANY GIVEN CHILD WARREN Warren is one of only 23 school districts across the country, and the only one in Ohio, selected by the John F. Kennedy Center for the Performing Arts to implement this model for arts education. Facilitators from the Kennedy Center work with the community to develop and implement a strategy to integrate the arts into all K-8 education. Our Community Foundation represents philanthropy on the crosssector community collaborative and will continue to provide technical assistance for the group as they move into the implementation phase of the project.

HEALTHY COMMUNITY INITIATIVE The Community Foundation and its affiliated partners–the William Swanston Charitable Fund, the Western Reserve Health Foundation, and the Trumbull Memorial Health Foundation–are convening individuals and organizations from across the Valley to develop strategies to improve the health and wellness of all Valley residents. This collaborative approach is designed to improve health outcomes by changing the way we think about health and engaging stakeholders in a conversation on how, together, we can “build a culture of health.” The Innovations 2.0 conference in the fall amplified that conversation, drawing attention to the need for partners from every sector, not just health care, in order to make significant changes. After asking attendees to pledge to work toward building that culture of health, the Community Foundation took the same pledge, promising to use our position in the community to drive this initiative forward with input from all community members.

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CONTRIBUTIONS TO THE FOUNDATION The Community Foundation works to make the Valley a better place to live and work but recognizes that its power to affect change is fueled solely by its supporters. The following have made contributions to one or more of the Foundation’s funds between January 1, 2016-December 31, 2016. Thank you to each and every contributor for making a commitment to the Valley and its betterment. 25 Under 35 PASS THROUGH WKBN TV FUND Youngstown Business Incubator Animal Charity of Ohio Mr. Ian J. Beniston Dr. Jean E. J. Blair The Cafaro Company The Cafaro Foundation Castlo Community Improvement Corp. Compco Industries Friends of Joe Schiavoni for State Senator HD Davis CPA’s LLC Henry H Stambaugh Auditorium Association Hopestar, LLC Kennedy Family Fund Janis Cefalu Insurance Agency, Inc. Mirkin & Associates, Inc. DBA Comfort Keepers Oak Hill Collaborative Inc. The Orthopaedic Surgery Center Paige & Byrnes Insurance The Raymond John Wean Foundation Shepherd of the Valley Mr. Doug Sweeney Mr. Jordan Taylor Mr. Rodney E. Turner Ms. Toni Turner VEC, Inc. The Village Network Ms. RoseMary E. Wakefield Mr. Simon Werle WFMJ Television, Inc. Ms. Carla Wilson Mr. and Mrs. Mark Witmer

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Youngstown Neighborhood Development Corporation Youngstown State University Youngstown Warren Regional Chamber

Any Given Child Warren, Ohio Fund Ms. Mary Beth Sweet Warren City Schools

Alexis Morgan Stiner Memorial Fund Ms. Monica Brown Mr. and Mrs. Mark Butch Ms. Lori Pawlowski Ms. Cathy Renkenberger

Athena Scholarship Fund Ms. Karen Cohen

The William J. Ayers Scholarship Fund Mahoning County Probate Court

Better Business Bureau of the Mahoning Valley, Inc. Ethics and Integrity Scholarship Fund Better Business Bureau Mr. Doug Sweeney

The Boardman Fund Mr. and Mrs. Stephen C. Liptak Mr. and Mrs. James M. Rosa Mr. and Mrs. Jack R. Russell

Boardman Schools Fund for Educational Excellence Mr. and Mrs. George M. Albertini Mr. David A. Baker Mr. and Mrs. John B. Barkett Boardman Education Association Keith & Elizabeth Brooks Mr. and Mrs. Brad A. Calhoun Mr. and Mrs. Thomas P. Costello Ms. Katherine Kennedy Mr. and Mrs. Lawrence Moliterno Nicholas H. Chengelis Trust Mr. and Mrs. Rick Schafer Mr. and Mrs. William H. Schafer

Boardman Schools Fund for Educational Excellence-Chengelis Trust Endowment Fund Nicholas H. Chengelis Trust

Support the Boardman Schools Community Project Fund B.J. Alan Company Boardman Township Park Attorney Ennis Britton Burgan Real Estate LTD Cal Ohio Lube Products, Inc. Committee to Elect Jerry Greene Compco Industries Dr. and Mrs. Robert DeMarco Henderson, Covington, Messenger, Newman & Thomas Co., L.P.A Henry Schein Medical Systems, Inc. Mr. and Mrs. Sidney G. Jones Market St. School Social Dues


Packer Thomas Tim Ryan for Congress Sherman Creative Promotions, Inc. Jessica Simon Stadium Chevrolet Buick GMC Cadillac Anonymous Donors

Ms Kay Leonhart Mr. John Marshall Joann Rechtine Mr. Mark Sorrentino Talbots

Beatitude House Endowment Fund

Habitat for Humanity of Mahoning Valley

Beatitude House Frank & Pearl Gelbman Charitable Trust

The Italian Scholarship League Fund

The Brozik Fund for the Foundation Mr. and Mrs. Robert G. Brogna Mrs. Patricia Brozik

The Frank Bubba Scholarship Fund Warren City Schools Foundation

CFMV Grantmaking Fund Mr. and Mrs. Bill Mullane

CFMV Pass-Through Unrestricted Fund

Habitat for Humanity of Mahoning County Fund

Italian Scholarship League

Junior Achievement Endowment Fund Mr. and Mrs. Brian E. Hoopes Junior Achievement of Mahoning Valley

The C. Robert Wyndham and Fred Kubli, Jr. Scholarship Endowment Fund Warren City Schools Foundation

Legal Creative Endowment Fund

Columbia Pipeline Group Charitable Legal Creative Foundation

Champion Educational Enrichment Fund Champion School Tax Levy Fund E R Emery Charitable Trust Mr. and Mrs. David Miller

The Collier Endowment Fund Jack and Janet Collier

The Al and Helen Davis Family Memorial Scholarship Fund Mr. Fred Davis

Diabetes Partnership of Mahoning Valley Fund Ankle & Foot Care Center Mr. and Mrs. Ed Crogan Ms. Anne Gardner Mr. and Mrs. Edward Hassay Ms. Cheryl Haus

Christine Blair Legow & Elliot P. Legow Fund Elliot and Christine Legow

Youngstown Alumnae Panhellenic Scholarship Fund Mr. & Mrs. Joseph Bahmer Mr. and Mrs. Alan R. Baxter Mr. and Mrs. Paul C. Boucherle Mr. and Mrs. Ken Brayer Mr. and Mrs. Peter Chila Ms. Jacklyn M. Conti James R. Cuchna Mr. and Mrs. Robert J. Duda Ms. Jayne E. Geewax Ms Dorajean Havrilla Mary Ann & G E Keifer Ms. Elaine M. Klempay Mr. and Mrs. Robert J. Lysowski John J. Machingo Mr. and Mrs. Michael Malie Mr. and Mrs. Alan Setz Mr. and Mrs. Terry L. Shears Katherine Shipka Ms. Lynn Sorber Mr. and Mrs. Robert B. Webber Ms. Mary Ellen Willmitch Ms Cynthia M. Wynn Youngstown Alumnae Panhellenic

The John Pogue Scholarship Endowment Fund Warren City Schools Foundation

E. Jeffrey & Carol A. Rossi Mahoning County Career Family Foundation & Technical Center Mr. and Mrs. E. Jeffrey Rossi Foundation Fund Mahoning County Career and Technical Center Endowment Fund

The Diane and Kurt Sauer Endowment Fund

Meridian Community Care Mr. and Mrs. Kurt Sauer Endowment Fund SJK Charitable Fund Meridian HealthCare

Mr. and Mrs. Scott Kennedy

Meridian Community Care W. Fenton Meredith Scholarship Fund Memorial Fund FBO St. Mr. and Mrs. Lawrence Moliterno James Meeting House Opera Western Reserve Endowment Fund

Boardman Township Park

Opera Western Reserve Incorporated

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Jeffrey M. Stevens Memorial Fund

Mr. and Mrs. Robert J. Gabrick Frank & Pearl Gelbman Charitable Trust Mr. James J. Dukles Mr. and Mrs. Gregory L. Gett Howland SGT LLC Mr. and Mrs. and Mr. John C. Gibson Mr. and Mrs. Scott D. Hunter Greenwood Foundation Mr. and Mrs. Robert L. Stevens Helene P. Kaighin Charitable Ms. Valerie Stevens Foundation Stonebridge Grille & Tavern, LLC Huntington Bank Fund Mr. Ronald Zenko Jr. Kennedy Family Fund E. Jeffrey and Carol A. Rossi Family Swanston Pass Through Foundation Fund James & Sons Trumbull Memorial Health Foundation KeyBank Foundation Western Reserve Health Foundation The Kohli Family Foundation William Swanston Charitable Fund Mr. and Mrs. Bernard J. Kosar Sr. Ms. Margaret M. Krozier Trumbull County Coaches Mr. and Atty. Mark L’Italien Association Fund Letson & Swader Co., LPA Huntington Bank Fund Mr. and Mrs. Carter Lewis Mrs. Jocelyne Kollay Linsalata CFMV Unrestricted Fund Mr. John M. MacIntosh Jr. AFP Mahoning Shenango Chapter Mr. Dennis B. Mangan Alex Downie & Sons Co. Mr. and Mrs. Matt Morgan Amazon Smile Foundation MS Consultants, Inc AXA Foundation Panera Bread #3365 Mr. and Mrs. James Baker Anonymous Ms. Joyce Barmak The Raymond John Wean Mr. and Mrs. Bruce R. Beeghly Foundation Mr. Ian J. Beniston Atty. and Mrs. Lawrence H. Richards Ms. Germaine Bennett Mr. and Mrs. James M. Rosa Ms. Jackie Bibo Mr. and Mrs. E. Jeffrey Rossi Atty. Jerry M. Bryan Mr. Frank Rulli Jr. Mr. and Mrs. Donald Cagigas Atty. and Mrs. David Sabine Mr. and Mrs. Kevin Chiu Sforza & Walker Inc. Dr. and Mrs. Albert B. Cinelli Mr. and Mrs. Mark S. Stricklin Columbia Pipeline Group Charitable Ms. Shelley Taylor Odille Foundation Trumbull Memorial Health Mr. Brian R. Corbin and Ms. Donna Foundation DeBlasio The Ursuline Sisters of Youngstown Mr. and Mrs. Thomas P. Costello Judge Diane S. A. Vettori Mr. and Mrs. Mike Craig Warren Medical Specialists, Inc. Mr. David A. Dastoli Mr. Gordon Wean Mr. and Mrs. Phillip Dennison William Swanston Charitable Fund Mr. Frank J. Dixon Mr. Josh Zarlenga Mr. and Mrs. David P. Dobstaff E. J. Rossi & Company Valley Community Mental FactSet Research Systems, Inc. Health Fund Atty. and Mrs. Al Fleming S. A. & J. D. Smith Mr. and Mrs. Thomas Fleming Valley Counseling Services, Inc.

20 | 2016 COMMUNITY REPORT

VEC Community Fund Mr. Howard Agueda Mr. Robert H. Allen Mr. Jeff Barber Ms. Rachel Barber Mr. Jim Bluedorn Ms. Georgette M. Bokan Ms. Sharon Brown Mr. Bernard Bush Ms. Mary Bush Mr. James Campbell Ms. Therese V. Campbell Mr. Brandon Davies Mr. Robert W. Delvaux Ms. Lisa Durbin Ms. Tricia Ferry Ms. Kimbarlee Follmeyer Mr. Derek A. Hale Jaime Hart Mr. Brian Kelzer Mr. Andrew Lawler Mr. Don Mathews II Ms. Jeanmarie Mendenhall J Thomas Miles Ms. Gina M. Pastella Mr. Joseph Pitko Ms. Stephanie Shelton Ms. Kristine Skruck Mr. Dominic R. Spelich Ms. Kelly Storkel Mr. Jonathan J. Telesz Mr. Mike E. Terela VEC, Inc. Kelly Vennitti Mr. Mark D. Waid Ms. Laura Waldo Mr. Nicholas Wright Kameron Ziegler

The Dr. John and Mary Alice Vlad Scholarship Endowment Fund Warren City Schools Foundation

The Warren City Schools Foundation General Scholarship Fund Warren City Schools Foundation


Woman’s Board of Youngstown Fund

Ms. Jessica Senedak Ms. Susan Sexton Nancy Tod Trust Mr. and Mrs. Randall M. Stevens Anonymous Mr. and Mrs. William Wells William M. Neckerman, Jr. Woman’s Board of Charitable Youngstown Scholarship The Workshop Arch & Design, LLC Fund Ms. Janet Yaniglos George C. Economus Estate Ms. Misook Yun

CFMV Women’s Fund Ms. Suzanne Barbati Ms. Claudia Berlinski Ms. Susan C. Berny Ms. Barbara Brothers Mr. and Mrs. Joseph F. Caruso Anonymous The Honorable Shirley J. Christian Jana Coffin Ms. Catherine B. Colon Mr. and Mrs. Herve Corbe Ms. Denise DeBartolo-York Ms. Maureen Drummond Ms. Diane Duby-Teets Atty. Bruce Epstein and Mrs. Suzyn Schwebel Epstein First Energy Foundation Frank & Pearl Gelbman Charitable Trust Hands on Volunteer Network of the Valley Ms. Elizabeth Hill Ms. Jamie Jamison Mr. and Mrs. Scott Kennedy KeyBank Foundation Elliot and Christine Legow Mr. and Mrs. Stephen C. Liptak Mr. and Mrs. Victor Lossev Mr. and Mrs. Patrick Lowry Mr. Robert F. McGovern Anonymous Mr. and Mrs. Kurt Sauer Ms. Antonia Schildcrout Ms. Karen Schubert Ms. Sara Scudier

Western Reserve Health Foundation Dr. David Ritchie Lelia M. Sharp Fund of the Youngstown Foundation Maeola L. Kobacher Trust

Trumbull Memorial Health Foundation Dorcas Fitzgerald Mr. and Mrs. David J. Kostolansky

MEMORIAL AND HONORARY DONATIONS KEY

Memorial/Honor Donor

In Memoriam Dr. Charles and Mrs. Else Waltner Ms. Joyce Barmak Alexis Morgan Stiner Mr. and Mrs. Mark Butch Ms. Cathy Renkenberger David J. Kostolansky, Jr. Mr. and Mrs. David J Kostolansky Joan Harkins, RN Dorcas Fitzgerald

In Honor Mr. and Mrs. Edward Hassay Mr. and Mrs. Ed Crogan Dr. Charles and Mrs. Else Waltner Ms. Joyce Barmak

HOW TO CONTRIBUTE TO A FUND Donate Online 1. Visit www.cfmv.org/donate/ and choose the appropriate fund or project from the drop down menu 2. Click “Donate” 3. Enter your desired donation amount and choose to donate via PayPal or with a credit card Donate by Mail 1. Make your check out to “Community Foundation of the Mahoning Valley” with your preferred fund or project on the memo line 2. Mail your contribution to: 201 East Commerce Street, Suite 150 Youngstown, Ohio 44503

www.cfmv.org | 21


CFMV COMMITTEES Executive Committee Atty. Jerry Bryan, Chair Bruce Beeghly, Vice Chair Diane Sauer, Secretary Karen Cohen, Treasurer William Mullane Shelley Taylor Odille Kevin Chiu Sr. Patricia McNicholas

Bruce Beeghly Vice Chairperson

Jerry Bryan, ESQ Board Chairperson

kevin y.t. Chiu

karen cohen Treasurer

brian corbin

thomas fleming

william mullane

shelley taylor odille

jennifer roller

diane sauer Secretary

Honorable diane s.a. Vettori

Governance Committee Bruce Beeghly, Chair Atty. Jerry Bryan Diane Sauer Thomas Fleming Gordon Wean

Distribution Committee Sr. Patricia McNicholas, Chair Kevin Chiu Brian Corbin Jennifer Roller Gordon Wean

Finance/Audit Committee Karen Cohen, Chair Bruce Beeghly Atty. Ned Gold

Investment Committee Kevin Chiu, Chair Thomas Fleming James Baker Matt Morgan David Potter Larry Richards Paul Williams

Development and Marketing Committee William Mullane, Chair Honorable Diane Vettori Shelley Taylor Odille Terry Cloonan Ellie Platt Susan Stricklin Molly Toth Krista White

22 | 2016 COMMUNITY REPORT

2016

Board of Directors


Financials: fund totals Agency $5,083,701 | 9% Donor and Organizationally Advised $14,079,648 | 25% Designated, Field of Interest and Restricted $1,196,248 | 2% Scholarship $561,641 | 1% Operating (Unrestricted) $99,595 | 0% William Swanston Charitable Fund $7,131,156 | 13% Trumbull Memorial Health Foundation $14,001,707 | 25% Western Reserve Health Foundation $14,062,013 | 25%

TOTAL: $56,215,709 Financials: balance sheet 2016 Assets

2015 assets

Operating Fund Investments Property and Equipment Supporting Organizations

$99,595 $20,921,237 $21,801 $35,194,876

$124,702 $19,785,714 $21,801 $33,907,430

TOTAL

$56,237,510

$53,839,647

While the financial statements of the Foundation are audited annually by Hill Barth & King, LLC, the information presented above is unaudited. The most recent audit and filed Form 990 are available for public inspection at the Foundation office during regular business hours. If a 990T is filed, it will also be available. Supporting Organizations are designated by the Internal Revenue Service as organizations that support the grant making activities of community foundations.

www.cfmv.org | 23


201 E. Commerce Street, Suite 150 Youngstown, Ohio 44503

Non Profit US Postage PAID Youngstown, OH Permit No. 214

2016 COMMUNITY REPORT  

An update from the Community Foundation on activities of the 2016 year.

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