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2015 Annual Report
Honoring the Past Shaping the Future
SHELLEY TAYLOR ODILLE
Chairperson
SHARI L.HARRELL
President
Honoring the Past Shaping the Future
The Community Foundation of the Mahoning Valley
has been serving the community for 15 years now,
and we continue to be thankful for the support that
we receive. We had a humble beginning that was
driven by the vision and leadership of our founders and
the generosity of our initial donors. These visionaries
realized the value of creating an institution that would
anchor assets and resources to our Valley. We owe
all of them a debt of gratitude for their foresight and
planning.
The Community Foundation continues to champion the
goals of its donors and respond to the needs of the
community. Over the past 15 years, we have distributed
over $17 million in grants and gifts to aid the good work
of many organizations in our Valley. Your support of the
Community Foundation of the Mahoning Valley makes
that investment possible!
As we look to shaping the future, we will continue to
help our donors make a difference and achieve their
philanthropic goals. Everyone can be a philanthropist
when they work with the Community Foundation.
An individual can start a fund with a small gift and
build it over time or invest in an area of interest such
as the CFMV Fund for Women and Girls mentioned
on page 10. Others turn philanthropy into a family
endeavor. We are especially proud to have partnered
with the Kennedy family, one of the first donors to the
Foundation, who represent several generations of
philanthropy and caring. Many may consider a legacy
gift to support the ongoing work of the Community
Foundation or a specific cause. The beneficiary of one
such gift this year was the Boardman Schools Fund for
Educational Excellence. The Fund received a gift on
behalf of the late Dr. Jim Chengelis to benefit Stadium
Drive Elementary School (page 13).
Over the last 18 months, CFMV staff, volunteers and
leaders have kept all of us inspired, and continue to set
the stage for greatness. We thank all of you who have
supported the Community Foundation of the Mahoning
Valley since its inception and look forward to working
with you to continue to improve the quality of life for all
residents of the Mahoning Valley.
Contents3 In the Beginning
4 Honoring the Past
7 Donor Advised Funds
8 Organizationally Advised Funds
9 Field of Interest, Scholarship,
Designated, Agency Funds
11 Contributions
13 Becoming A Donor
14 William Swanston Fund
15 TMHF Fund
16 WRHF Fund
17 Financials
18 Board of Directors
Achieving confirmation and reconfirming compliance
with National Standards is a rigorous process, guaranteeing
that every community foundation that
receives this designation demonstrates excellent philanthropic practice.
201 East Commerce Street, Suite 150, Youngstown, Ohio 44503Phone: 330.743.5555 / www.cfmv.org
email: info@cfmv.org facebook.com/community-foundation-of-the-mahoning-valley
2000_2014
2005_2009
In the BeginningIn 1999, representatives from five locally-based banks and trust companies, along with community leaders, saw a need in the Mahoning Valley for a
regional approach to grant making. A steering committee was formed to determine a mission and vision, then incorporated the newest foundation of its
kind – The Community Foundation of the Mahoning Valley, a non-profit, tax-exempt public charity. The first “official” donation was received from the
Knecht family, followed by a gift from the Kennedy family. The new foundation grew quickly - between 2002 and 2003, the Foundation had doubled the
amount of component funds it administered.
2005: The Penguin Parade, a collaboration between CFMV and
Youngstown State University, was a public art project that placed 31
seven-foot tall penguins in neighborhoods where people work and live.
Each of the penguins was transformed into a work of art by area artists
using a wide variety of media. The project raised a total of $225,900 at
an art auction in October 2005 and the proceeds were divided among
CFMV and the seven endowment funds it held at the time.
2006: The Young Philanthropist Fund was created to introduce
young professionals to the concept of philanthropy and the importance,
value and satisfaction connected to philanthropic giving. The main
source of funding for the Fund was – and still is - proceeds from the
annual 40 Under 40 event (now 25 Under 35). Members of the Young
Philanthropist Advisory Committee learn about the vital role that non-
profits play in our community as they prepare for their future role as our
Valley’s philanthropists.
2007: A bequest from W. Fenton
Meredith established an endowment for St.
James Meeting House in Boardman Park in
fiscal year 2006-07. The annual distribution
from this designated fund helps preserve
and maintain one of Boardman’s most
recognizable landmarks.
2009: CFMV received National Standards certification in March of 2009.
Certification means that CFMV meets the nation’s highest philanthropic standards for
operational quality, integrity and accountability. The certification is awarded by the
Council on Foundations, a national professional association based in Washington, DC.
CFMV is the only community foundation in our area to achieve this distinction.
Honoring the Past
Assests Distributions TOTAL
2000 $5,025,000.00
2001 $8,155,000.00
2002 $8,249,444.00
2003 $9,424,513.00
2004 $9,439,110.00
2005 $11,737,635.00
2006 $12,012,582.00
2007 $12,480,534.00
2008 $12,637,571.00
2009 $12,933,516.00
2010 $14,009,490.00
2011 $14,046,718.00
2012 $15,046,337.00
2013 $16,477,015.00
2014 $19,540,033.00
TOTAL
2001 $50,000.00
2002 $190,822.00
2003 $261,302.00
2004 $2,830,379.00
2005 $2,212,464.00
2006 $1,399,389.00
2007 $1,292,670.00
2008 $1,834,478.00
2009 $1,299,721.00
2010 $967,826.00
2011 $1,181,662.00
2012 $977,355.00
2013 $967,268.00
2014 $1,177,375.00
Students at Youngstown’s Kirkmere Elementary School display their project funded by the Young Philanthropist Fund.
3 4
2010_2014
2010_2014
2010: CFMV partnered with Youngstown CityScape as it held
the first annual Grass Roots Gala. The event recognizes honorees with
the Sweet Grass Roots Award, named in honor of Dr. David & Mrs.
Pat Sweet. The proceeds of this annual event benefit The Youngstown
CityScape Endowment Fund, a component fund of the Community
Foundation.
2011: The William Swanston Charitable Fund became a supporting
organization of the Community Foundation in October 2010 with
$6.8 million in assets. The Swanston Fund, previously limited to
supporting non-profits in Mahoning County, was granted permission by
the court to include Trumbull County as well. The Fund awards grants to
programs dedicated to the care of abused, neglected and dependent
children. The Fund’s total giving in 2011 was $302,000.
2013: After more than ten years serving as the founding president of the Community Foundation, Patricia Brozik
retired from the position. During her tenure, the assets of CFMV increased from $5,025,000 in 2000 to $16,477,015 in 2013.
Patricia was succeeded by Shari Harrell, a lifelong Valley resident and former Executive Director of the Warren YWCA.
Committed to the Valley, Shari is invested in improving the quality of life in Mahoning and Trumbull counties.
2014: The Western Reserve Health Foundation and the Trumbull Memorial Health
Foundation made their first grants in the 2013-14 fiscal year. WRHF distributed $50,000, while
the TMHF distributed $67,520.Grass Roots Gala: Mrs. Pat Sweet; Scott Schulick, CityScape board member; Esther M. Webster Sweet; Dr. David Sweet, former YSU president; Sharon Letson, CityScape executive director.
6
(Above) As a volunteer for the United Way of Trumbull County’s Reading Great by 8 Literacy Initiative, CFMV President Shari Harrell reads to students at Niles K–2 Primary School.
(Below) The TMH Foundation made a $30,000 donation to the Children’s Rehabilitation Center located in Howland in 2013.
2012: CFMV was thrilled to welcome two additional supporting
organizations, the Trumbull Memorial Health Foundation and
the Western Reserve Health Foundation. Both are successors to
organizations that supported local hospitals. These foundations were
established to continue to provide funding for health care education
and service needs of their communities.
5
(Below) The William Swanston Charitable Fund sponsored a 2011 conference in which participants learned about their funding priorities.
Patricia Brozik
Donor Advised FundsA donor advised fund is a philanthropic vehicle established at a public charity like CFMV. It allows donors like yourself to make a charitable contribution, receive an immediate tax benefit, and recommend grants and distributions from the fund over time. A donor can contribute to the fund as often as they like.
YWCA OF WARREN GIRLS CAMP The YWCA’s Girls Camp is a summer program geared toward
girls 10-14 years old that strives to reduce the gender gap in
STEAM fields – science, technology, engineering, arts and
math. The goal of the program is to encourage girls to explore
STEAM-related fields, increase their chances of academic
success and be healthier, self-assured and confident. The
program employs the Girls’ Circle curriculum, which utilizes
peer groups of girls and a female role model acting as
facilitator. Through activities such as role playing, drama,
journaling, poetry, drama, dance, drawing, collage and clay,
girls express themselves and develop self-confidence. Gender
specific themes and topics are introduced which relate to the
girls’ lives, such as being a girl, trusting yourself, friendships,
body image, goals, sexuality, drugs, alcohol, tobacco,
competition, and decision-making.
Organizationally Advised Funds The Boardman Fund
Boardman Schools Fund for Educational Excellence
Champion Educational Enrichment Fund
Diabetes Partnership of Mahoning Valley Fund
First Place Community Fund
Hospice Trust of Trumbull County
Hospice Trust Schlect Fund
Internal Medicine Development Fund
International Institute Fund
Woman’s Board of Youngstown Fund
VEC Community Fund
Young Philanthropist Fund
Organizationally Advised Funds are similar to donor advised funds, except they are advised by a group of individuals. The donor advisors collectively agree on grant recommendations or distributions from the fund, and many times make contributions to the fund as well. VEC COMMUNITY FUND VEC was founded in 1975 as a family-owned company and even though it has grown tremendously since then, it still
adheres to the core values of faith, family and community. Looking for a way to give back to the community as a team,
VEC established a fund at the Community Foundation in 2012. The fund is a great model of employer and employee
involvement. VEC contributes money to the fund, and employees do so as well through payroll deduction. They decide
as a group which organizations they will support with a grant award. The programs and projects that have benefitted
from the generosity of VEC and their employees are diverse:• Alzheimer’s Association• Camelot Center• Cortland Community Foundation• Hope Foundation of the Mahoning Valley• Making Kids Count• Rich Center for Autism• Oh WOW Roger & Gloria Jones Center for Science & Technology
• Salvation Army of Warren• Second Harvest Food Bank• Sister Jerome’s Poor• Valley Extreme• Warren Family Mission
DIABETES EDUCATION STARTS EARLY Imagine you’re in the third grade and have to see the school nurse every day to have your blood sugar tested because you have Type 1 Diabetes. Many children would not willingly share this information with classmates for fear of being labeled “different,” but not Canfield Hilltop Elementary school third grader Ava Littler. She wanted to demonstrate that she can still do almost anything she wants, just like everyone else. Marguerite Hassay of Diabetes Partnership of the Mahoning Valley, a component fund of the Community Foundation of the Mahoning Valley, showed an age-appropriate video about Type 1 Diabetes to Mrs. Alexis Novotny’s third grade class at Canfield Hilltop Elementary School. As part of the presentation, Ava demonstrated blood sugar testing for her classmates with her glucometer, an instrument that determines the approximate concentration of glucose in the blood. Ava was diagnosed with Type 1 Diabetes when she was 6 years old. Said Ava afterwards, “It felt great to help people know what I go through every day and to educate them about Type 1 Diabetes.”
Pictured is Ava showing the results of her blood sugar reading.
A LESSON IN FAMILY PHILANTHROPY Jeff and Tina Wilkins created a donor advised fund at CFMV with the intent of involving the entire family in philanthropy. In the
fall of 2014, they chose to support Making Kids Count and their comfort kit program. The program supports children and teens
entering the foster care system with care bags that replace items they were forced to leave behind, or never had to
begin with. The contents are purchased by Making Kids Count and bags are assembled by staff and volunteers,
and are given to Children’s Services to be distributed. The family wanted to see their gift in action, so CFMV
staff arranged a tour of Making Kids Count. Jeff, Tina and their daughters not only got a first-hand look at how
the comfort kits were organized and packed, but they were able to see all of the great projects undertaken by
Making Kids Count. Shortly after their tour, Tina and one of her daughters became volunteers and helped pack
some of the kits.
Alexis Morgan Stiner Memorial Fund
John S. & Doris M. Andrews Memorial Fund
Nancy W. & Bruce R. Beeghly Family Fund
Suzanne & Al Fleming Family Fund
David A. & Janet L. Flynn Family Foundation
Huntington Bank Fund
Kennedy Family Fund
Knecht Family Fund
McAuley Fund
Ralph E. & Esther K. Meacham Memorial Fund
Ricchiuti Family Fund
E. Jeffrey & Carol A. Rossi Family Foundation
J. David & Madelon M. Sabine Family Fund
Diane & Kurt Sauer Endowment Fund
Schmutz Family Fund
SJK Charitable Fund
Stephen Moore Memorial Fund
Jeffrey M. Stevens Memorial Fund
Snyder Family Fund
The Jeff & Tina Wilkins Family Fund
Denise & John York Fund
7 8
Angels for Animals Endowment Fund Association of Fundraising Professionals Mahoning/Shenango ChapterBeatitude House Endowment FundBig Reach Center for HopeCommunity Living Endowment FundD & E Counseling Center FundDoris Burdman Fund for Mental HealthEaster Seals Building Tomorrows FundEastern Ohio Area Health Education Center FundWilliam and Arden Farragher Endowment Fund for Help Hotline Habitat for Humanity of Mahoning County FundInterfaith Home Maintenance Service FundJunior Achievement Endowment FundJunior League of Mahoning Valley Endowment FundKiwanis Club of Youngstown Endowment FundLegal Creative Endowment FundMahoning County Saddle Horse 4-H Committee Endowment FundMaking Kids Count Endowment Fund
CFMV works closely with the non-profit community on many levels. We act as a liaison between the agencies and our donors, and provide grants for the agencies to maintain their critical services. Agency endowment funds are established by non-profits to provide an additional source of income to them. CFMV handles all administrative and investment responsibilities so the organizations can purse their charitable missions.
Mary B. Smith Fund – Altrusa International of YoungstownMeridian Community Care Endowment FundMillcreek Children’s Center FundOhio North East Health Systems Endowment FundOpera Western Reserve Agency EndowmentPotential Development Endowment FundSecond Harvest Food Bank of the Mahoning Valley FundSojourner House Domestic Violence FundSomeplace Safe Endowment FundTrumbull County Coaches Association FundUnited Way of Trumbull County Endowment FundValley Community Mental Health FundW. Fenton Meredith Memorial Fund FBO St. James Meeting HouseWarren Philharmonic Orchestra FoundationYoungstown Area Goodwill Industries Endowment FundYoungstown CityScape Fund Youngstown Hearing & Speech Center Capital FundYoungstown Hearing & Speech Center Operating Fund
Agency Funds
THE CFMV FUND FOR WOMEN AND GIRLSIn June of 2002, a contribution was made in recognition of the retirement of Barbara Amstutz
to start the Fund for Women and Girls at CFMV. Additional donations were made in the ensuing
years, but the fund remained small. In the spring of 2015, a plan was created to increase the
presence and magnitude of the fund, with the goal of becoming the area’s primary resource for
focused grant making for projects and programs benefitting local women and girls. A Guiding
Circle, consisting of nine committed women, was created to help shape the direction and future
of the Fund. The philosophy of the Guiding Circle is that everyone can be a philanthropist. By
becoming a “shareholder” in the Fund, contributors can see firsthand how directing resources to
organizations that empower change and self-sufficiency for local women and girls can help them
succeed.
THE DELFIN GIBERT FUND FOR DISADVANTAGED CHILDREN & YOUTHEstablished in 2010 by Delfin Gibert, founder and former president of Exal Group in Youngstown, his namesake fund supports children and youth who are less than 18 years old and disadvantaged by personal or societal factors. A field of interest fund, grants from the Gibert Fund are recommended by the CFMV Distribution Committee. In 2015, a grant from the Gibert Fund was made to Hope House Visitation Center, a non-profit organization that ensures a safe, neutral, family-friendly environment for children whose parents have been mandated by the courts to have supervised visitation. The grant to Hope House will help provide weekly, safe supervised visits and exchange services, ensure safe, effective programs for their clientele regardless of income, and develop and implement the Child Education & Support Groups & Parenting Program.
The beneficiaries of these funds are specified by you when the fund is established. These charities will benefit from your generosity in your lifetime and beyond.
Abe and Leona Adler Literary FundA. L. Brooks and W. E. Bliss FundsPoland Village Gardeners FundChristine and Elliot Legow FundRobert Tornello Endowment FundLt. J. G. Douglas M. Webster Fund
Gail T. Dennison Mahoning County Saddle Horse 4-H Committee Scholarship FundAthena Scholarship FundBBB Center for Ethics & Integrity Scholarship FundCardinal Mooney Class of ‘65 Memorial ScholarshipC. M. (Jerry) Collins Memorial Scholarship FundThe Al and Helen Davis Family Memorial Scholarship FundCharles & Priscilla Latham Scholarship FundGeorge L. Madigan Scholarship FundMelinda Henning Scholarship FundMeridian Community Care Scholarship FundWoman’s Board of Youngstown Scholarship FundYoungstown Alumnae Panhellenic Scholarship Fund
These funds support any level of education and can be awarded to students based on criteria you establish.
These funds are devoted to a broad cause or interest, such as supporting arts and culture, education or the environment. They could also support a narrower purpose, such as economic development in Youngstown or Warren.
Field of Interest Funds
CFMV Fund for Women & GirlsDelfin Gibert Fund for Disadvantaged Children & Youth
Scholarship Funds
Designated Funds
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Hope House Visitation Center
Guiding Circle members from left are Maureen Drummond, Ellie Mayhew and Deanna Marchionda. Missing are Jana Coffin, Sarah Lown, Molly Toth, Kathi Vrable-Bryan, Samie Winick and Janet Yaniglos.
ContributionsThe success of the Community Foundation depends on the support of many types of contributions, both large and small. Each and every contribution made to CFMV is greatly appreciated. The following have made gifts for the calendar year 2015 to one or more of our funds. If you notice errors or omissions, please call 330.743.5555.
25 UNDER 35Akron Children’s Hospital Mahoning ValleyAmerican Maintenance Services, Inc.CCA of Tennessee, LLCCohen & CompanyDr. Mounir AwadFarmers Trust CompanyFirst Energy FoundationHarrington, Hoppe & MitchellHenry H. Stambaugh Auditorium AssociationHLW Fast Track, Inc.Kennedy Family Fund Junior League of Youngstown, Inc.Mercy Health Development FoundationMr. and Mrs. David L. WillisMr. and Mrs. Gregory CarneyMr. and Mrs. Louis P. AlexanderMr. and Mrs. Patrick A. KellyMr. and Mrs. Timothy J. MatuneMr. and Mrs. Walter C. HagmanMr. Paul H. HagmanMr. Paul W. CeneMr. Scott SchulickMs. Cynthia Antonoff-CerimeleMs. Denise DeBartolo YorkMs. Joyce BaldwinMs. Mary Jean EgglestonNYO Property Group, LLCOhio Presbyterian Retirement ServicesRaymond John Wean Foundation
ALEXIS MORGAN STINER FUNDMs. Monica BrownMs. Michele HorowskiA Light of HopeMs. Lori MortMs. Cathy RenkenbergerMs. Sharon Schuldt
ATHENA SCHOLARSHIP FUNDAtty. Martha BusheyMs. Karen CohenDr. Betty Jo Licata
BETTER BUSINESS BUREAU CENTER FOR ETHICS & INTEGRITY SCHOLARSHIPBetter Business BureauMr. Doug Sweeney
BOARDMAN FUNDMr. and Mrs. Stephen C. LiptakMr. and Mrs. James M. RosaMr. and Mrs. Jack R. Russell
BOARDMAN SCHOOLS FUND FOR EDUCATIONAL EXCELLENCEBank of America FoundationBoardman Education AssociationMr. and Mrs. Keith BrooksNicholas H. Chengelis TrustMs. Sherri L. ClayMr. and Mrs. Thomas P. CostelloMerrill Lynch - Global Wealth ManagementMr. and Mrs. Matthew J. MoulinMr. and Mrs. Rick SchaferMs. Gwen Smith-Darnell
BEATITUDE HOUSEBeatitude HouseFrank & Pearl Gelbman Charitable TrustSr. Betty Schuster Fund for Children
BROZIK FUND FOR THE FOUNDATIONMrs. Patricia BrozikMr. and Mrs. Robert G. BrognaMr. Brian R. Corbin and Ms. Donna DeBlasioMr. Gerald Walsh
CFMV GRANTMAKING FUNDMs. Joyce Barmak
CHAMPION SCHOOLS FUNDKlingemier’s Sparkle Market, Inc.Ohio Star Forge Co.Mr. and Mrs. David Miller
CARDINAL MOONEY CLASS OF 1965 MEMORIAL SCHOLARSHIP FUNDMr. Dennis J. ClearyAtty. Paul DuttonMs. Jo-Ann MoritzMr. and Mrs. Charles PeinadoMr. and Mrs. Dale E. PulliumMr. and Mrs. Shamel RushwinMr. and Mrs. William StollMr. Art TisoneMr. and Mrs. Paul P. Vlacancich
C.M. (JERRY) MEMORIAL SCHOLARSHIP FUNDJMD Resources, Inc. Mr. and Mrs. William D. Mason
AL AND HELEN DAVIS FAMILY MEMORIAL SCHOLARSHIP FUNDAttorney Luwayne AnnosMs. Laura L. BurkeMs. Karen CipperleyMr. and Mrs. Rich DelisioMr. and Mrs. James J. GellerMr. and Mrs. Aleck Halvorsen, Sr.Mr. and Mrs. David HoffmanMr. and Mrs. Michael LevasMs. June A. MarionMr. Robert G. Mayer, Jr.Mr. and Mrs. Daniel E. O’Bruba
Mr. and Mrs. Paul PartelenoMr. and Mrs. Michael PatejdlMr. Christ PaxosMr. and Mrs. John SchickMs. Pauline E. ShebanMs. Sandra Sieracki
DIABETES PARTNERSHIP OF THE MAHONING VALLEYAnkle & Foot Care CenterCanfield Chapter No. 3104 of A.A.R.P.Mr. and Mrs. Ed CroganMr. and Mrs. Terrance CroganMs. Caren C. DaltonMs. Anne GardnerMs. Cheryl HausMs. Karen JosephMr. John MarshallPeace Race FoundationMr. and Mrs. Fred RiderSt. Patrick ChurchTimlin Plumbing and Heating, Inc.
YOUNGSTOWN CITYSCAPE GALAMr. and Mrs. David M. AdamsMs. Germaine BennettMs. Jackie BiboBoardman Township TrusteesMs. Donna J. BuzulenciaMr. and Mrs. Donald CagigasMr. and Mrs. Joseph F. CarusoCohen & CompanyMr. Ryerson W. DaltonMr. and Mrs. David A. DetecGreat Garage DoorsFriends of Joe Schiavoni for State SenateMr. and Mrs. Christopher M. KogelnikMs. Carolyn KorenicKomar Plumbing Co.Ms. Rochelle LandyMs. Michele Lepore-HaganMr. and Mrs. William J. HradilMr. and Mrs. John M. HrebovcinMr. and Mrs. William LawsonMr. and Mrs. Frank N. LinsalataHenderson Covington, Messenger, Newman & Thomas Co., LPAMr. and Mrs. Vito A. MachiMr. and Mrs. J. Nicholas Mager, Jr.Mr. and Mrs. John J. Maluso
Manchester, Bennett, Powers & UllmanMr. and Mrs. Joseph A. MassieMills Community Urban Redevelopment CorporationThe Muransky CompaniesRev. Richard MurphyDr. Rebecca W. NataleNYO Property Group, LLCThe Penguin Club, Inc.Ms. Toula PhillipsMs. Diana PleckerMr. and Mrs. John M. PopaMr. and Mrs. Andrew ProfanchikRaymond John Wean FoundationSammarone Campaign CommitteeSchroedel, Scullin, & Bestic, CPA’sMr. Scott SchulickMr. and Mrs. David C. SweetUnited Brotherhood of Carpenters & Joiners of AmericaYoungstown State University
AL AND SUZANNE FLEMING FUNDBrian Laraway
WILLIAM AND ARDEN FARRAGHERENDOWMENT FUND FOR HELP HOTLINEWilliam E. Farragher
HOSPICE TRUST OF TRUMBULL COUNTYGillmer Kroehle FoundationMr. Robert E. HoyTrumbull County Probate Court
CHARLES AND PRISCILLA LATHAM SCHOLARSHIP FUNDWilliam Mullane and Patricia Latham
CHRISTINE BLAIR LEGOW AND ELLIOT LEGOW FUNDMr. & Mrs. Elliot Legow
YOUNGSTOWN ALUMNAE PANHELLENIC SCHOLARSHIP FUNDAnonymousMelanie K. AngiuliMr. and Mrs. Joseph BahmerMr. and Mrs. Alan R. BaxterMr. and Mrs. James V. BellaviaMr. and Mrs. Ken Brayer
Mr. and Mrs. Larry C. BrownMs. Anna F. BensonMs. Barbara A. BanksMs. Rose Marie BakerMs. Rosemarie BisignaniMr. and Mrs. Paul C. BoucherleMr. and Mrs. Peter CabrajaMr. and Mrs. Peter ChilaMs. Jennifer Powell-CampbellMs. Jacklyn M. ContiMs. Patricia A. CeglieMr. and Mrs. Douglas A. DrakeMr. and Mrs. Robert J. DudaMr. and Mrs. Thomas DavisonMs. Arlene J. FarrisMs. Jayne E. GeewaxMr. and Mrs. Edward HahnMr. and Mrs. Robert HavrillaMs. Sue A. HermanMs. Mary Ann and G. E. KeiferMs. Elaine M. KlempayMr. and Mrs. Stephen C. LiptakMs. Jean LowryMr. and Mrs. Robert J. LysowskiMr. John J. MachingoMr. and Mrs. Michael MalieMr. and Mrs. Daniel S. MasiMs. Patricia A. MoranMr. and Mrs. Richard OckerMs. Patricia M. OrenicMr. Terry J. RowlandMr. and Mrs. Jack R. RussellMs. Sharon SchroederMs. Jacqueline M. SchweigerMr. and Mrs. Alan SetzMr. and Mrs. Terry L. ShearsMs. Katherine ShipkaMs. Lynn SorberMs. Barbara E. StacyMs. Cindy TeschMr. and Mrs. Robert P. WalkinshawMr. and Mrs. Robert B. WebberMs. Mary Ellen WillmitchMs. Cynthia M. WynnMr. and Mrs. Christopher A. Zwetzig E. JEFFREY AND CAROL ROSSI FAMILY FOUNDATIONMr. and Mrs. E. Jeffrey Rossi
J. DAVID AND MADELON M.SABINE FAMILY FUNDMr. and Mrs. J. David Sabine
DIANE AND KURT SAUER ENDOWMENTMr. and Mrs. Kurt Sauer
SJK CHARITABLE FUNDMr. and Mrs. Scott Kennedy
MARY B. SMITH FUND – ALTRUSA INTERNATIONAL OF YOUNGSTOWNAltrusa International of Youngstown
CFMV UNRESTRICTED FUNDAnonymous GiftMr. and Mrs. James BakerMr. and Mrs. Bruce R. BeeghlyMr. Ian J. BenistonAtty. and Mrs. Franklin S. Bennett, Jr.Ms. Anne F. BerganMr. and Mrs. J. Matthew BorzaMr. and Mrs. Robert BriggsAtty. and Mrs. Jerry M. BryanMr. and Mrs. Donald CagigasMs. Shanna ChasebiMr. and Mrs. Peter ChilaMr. and Mrs. Kevin ChiuDr. and Mrs. Y. T. ChiuDr. and Mrs. Christopher C. Chuirazzi Atty. Terrence F. CloonanMr. Brian R. Corbin and Ms. Donna DeBlasioMr. and Mrs. Thomas P. CostelloMr. and Mrs. Mike CraigMr. and Mrs. Ed CroganMr. and Mrs. Harvey CrowleyMr. and Mrs. David A. DastoliMr. Thomas W. DavisDr. and Mrs. Dante A. DeAngeloMr. and Mrs. James DecensoMr. and Mrs. Phillip DennisonMr. Frank J. DixonMr. and Mrs. David P. DobstaffAlex Downie & Sons Co.Farmers Trust CompanyMr. and Mrs. Thomas FlemingMr. and Mrs. Doug FranklinFrank & Pearl Gelbman Charitable TrustMr. and Mrs. Gregory L. Gett
Atty. Matthew GianniniMr. and Mrs. John C. GibsonMrs. Doris GluckMr. and Mrs. Gregory GreenwoodMs. Shari L. HarrellHuntington Bank FundJames & Sons InsuranceMr. C. Gilbert James, Jr.Helene P. Kaighin Charitable FoundationKennedy Family FundKey FoundationMrs. F.W. Knecht IIIMr. and Mrs. Bernard J. Kosar, Sr.Mr. and Mrs. David J. KostolanskyLetson & Swader Co., LPAMr. and Mrs. Carter LewisMr. John M. MacIntosh, Jr.Mr. Dominic C. MarchiondaMs. Michele Merkelms consultants, inc.Mr. and Mrs. William MullaneMs. Shelley Taylor OdilleAtty. and Mrs. John L. Pogue Mr. Michael RawlAtty. and Mrs. Lawrence H. RichardsMr. and Mrs. James M. RosaMr. and Mrs. E. Jeffrey RossiMr. Frank Rulli, Jr.Mr. and Mrs. William A. RussellSJK Family FundMr. and Mrs. Kurt SauerMr. Lee S. SchwebelSforza & Walker, Inc.Mr. and Mrs. Bruce ShermanAtty. and Mrs. James SisekMr. and Mrs. Mark S. StricklinMr. and Mrs. John B. Taylor TRUMBULL MEMORIAL HEALTH FOUNDATIONThe Ursuline Sisters of YoungstownWarren Medical Specialists, Inc.Mr. Gordon WeanRaymond John Wean FoundationWestern Reserve Health FoundationWilliam Swanston Charitable Fund
VALLEY COMMUNITY MENTAL HEALTH FUNDValley Counseling Services
VEC COMMUNITY FUNDMr. Robert H. AllenMr. Howard AguedaMr. Jeff BarberMs. Rachel BarberMs. Rebecca BertuzziMr. Jim BluedornMs. Georgette M. BokanMr. Bernard BushMs. Mary BushMs. Therese V. CampbellMr. Jamaine CookMr. Robert W. DelvauxMs. Mary E. FerryMs. Tricia FerryMs. Kimbarlee FollmeyerMr. Derek A. HaleMr. Andrew LawlerMr. Anthony McClellanMr. Jason McClellanMs. Lisa McClellanMs. Jeanmarie MendenhallMs. Angelique M. McKowanMs. Jeanmarie MendenhallMr. Michael P. O’ConnorMs. Gina M. PastellaMr. Michael PaulMr. Joseph PitkoMr. Donald RomeoMs. Kelly SheehanMs. Stephanie SheltonMs. Kristine SkruckMr. Dominic R. SpelichMs. Brenda SpencerMr. Jonathan J. TeleszMr. Mike E. TerelaMr. Mark TurnbullValley Electrical Consolidated, Inc.Mr. Mark D. Waid
CFMV FUND FOR WOMEN & GIRLSKennedy Family FoundationNew Century Club
WARREN PHILHARMONIC ORCHESTRA FOUNDATIONThe Helene Kaighin FoundationAtty. and Mrs. Michael Rosenberg
YOUNG PHILANTHROPIST FUND25 Under 35 AwardsMr. Brian LarawayMr. Scott Schulick
In MemoriamALEXIS MORGAN STINERA Light of Hope
SUSAN ELISERAtty. Luwayne AnnosMs. Karen CipperlyMr. and Mrs. Rich DelisioMr. and Mrs. James GellerMr. and Mrs. David HoffmanMr. and Mrs. Michael LevasMs. June MarionMr. Robert G. Mayer, Jr.Mr. and Mrs. Daniel O’BrubaMr. and Mrs. Paul PartelenoMr. and Mrs. Michael PatejdlMr. and Mrs. John SchickMs. Pauline ShebanMs. Sandra Sieracki
MARGARET HANEY ANDERSONMs. Caren DaltonMs. Cheryl Haus
MARY ERBMs. Rebecca Jean ParkMr. and Mrs. Fred Rider
GERTRUDE GARCHARPotential Development
ATTY. JOHN KURTZ, DR. DARREN SEWELL, MS. GEORGENE MURESAN, MR. C.H. “BUD” ROGERSAtty. and Mrs. Michael Rosenberg
ELMER SMITHTechnocorp, Inc.
Honorary DonationsMS. GENIE AUBELAtty. Martha BusheyDr. Betty Jo Licata MS. SHARI HARRELLMr. and Mrs. Carter Lewis
MR. AND MRS. GREG NEWMr. and Mrs. William D. Mason
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The following new funds were established in 2015:
Charles and Priscilla Latham Scholarship Fund
Mary B. Smith Fund – Altrusa International of Youngstown
Christine Blair & Elliot P. Legow Fund
BBB Center for Ethics & Integrity Scholarship Fund
Cardinal Mooney Class of ‘65 Memorial Scholarship Fund
Diane & Kurt Sauer Endowment
Legal Creative Endowment
United Way of Trumbull County
A Legacy of GenerosityWhile graduates often stay close to their high schools and colleges, it’s not often they remain
attached to their elementary school. In the case of the Dr. Jim Chengelis, his roots to Stadium
Drive Elementary School in Boardman ran deep. A gift in memory of his parents established the
Evelyn and Theodore Chengelis Library at the school and Dr. Jim, as he was affectionately known,
made many gifts to his alma mater over the years. A psychiatric physician who practiced and
taught in the Boston area, Dr. Chengelis sadly passed away in 2013. He made sure Stadium Drive
Elementary would be well taken care of however. The Chengelis Trust, now a component fund of
the Community Foundation, was endowed with a gift of nearly $450,000 in his memory that will
benefit the school in perpetuity.
The following quote sums up the philosophy of Dr. Chengelis: “Being in medicine is not about
money. Health is not a privilege; it is a right for all human beings. My role is to ensure this to my
patients. Patients trust me and it is an honor. A life is in my hands and I can make a difference.”
Dr. Chengelis pictured with students from Stadium Drive School in Boardman.
Becoming a DonorThe Community Foundation can help you make a lasting difference with your philanthropy by offering a variety of gift and fund options. Based on a clear understanding of what you wish to achieve with your philanthropy, we can customize your fund to serve the issues and causes you care about most.
GIVE NOW…to an existing fund or to your own endowment fund.
GIVE LATER…by establishing a fund through deferred giving arrangements such as charitable
remainder trusts, life insurance, or retirement plan assets.
GIVE BY BEQUEST…by include a provision in your will to set up a fund at CFMV or add to one
you have already established after providing for personal bequests.
GIVE TO THE CFMV ANNUAL FUND…to support the operations of the Foundation.
The William Swanston Charitable Fund, a supporting organization of the Community Foundation, advances initiatives that improve the lives of at-risk children in the Mahoning Valley. Established in 1919 by William Swanston, a Canfield farmer, the fund had $7,164,113 in assets at the end of 2015. Total giving in 2015 was $396,000.
The William Swanston Charitable Fund
Board MembersPaul M. Dutton, ChairPatricia BrozikDennis ManganLoree RichardsonMolly SealsPatricia M. SweeneyJohn TaylorC. Gilbert James, Jr. (Emeritus)Frank C. Watson (Emeritus)
YNDC YOUNGSTOWN BETTER BLOCK The Youngstown Neighborhood Development Corporation received
a grant of $32,000 from the William Swanston Charitable Fund to
launch “Better Block,” a series of events that promoted active living
and creation of safer and more vibrant streetscapes in distressed
and transitional neighborhoods of Youngstown. The events were
presented by Neighborhood Action Teams composed of relevant
city departments, resident leaders and other community groups and
stakeholders. “Better Block” is a strategy used in many cities (Houston,
Portland, Cleveland, Detroit) that transforms city streets into safer and
more inviting pedestrian areas by temporarily changing traffic flows,
adding bike lanes, creating outdoor eating and socialization areas and
bringing in temporary businesses to create interactive street events that
show the potential for revitalization.
The goals of Better Block include:
• Promoting safe biking and walking practices for youth as well as adults in Youngstown;
• Engaging community residents in a conversation about the potential that exists in distressed urban neighborhoods
through community redesign;
• Using public event and urban planning strategies to bridge gaps between community residents and decision
makers; and
• Creating neighborhood-specific policy recommendations to guide future traffic improvements and community
revitalization projects.
OTHER GRANTS: Healthy Kids Coalition $150,000 (Akron Children’s Hospital)
Neighborhood $75,000 Ministries
Warren City Schools $40,000
Adaptive Sports $25,000 Program of Ohio Mercy Health $25,000 Foundation
Compass Family $20,000 & Community Services
Children’s $12,000 Rehabilitation Center
Children’s Hunger $10,000 Alliance Homes for Kids $5,000
Trumbull $2,000 Neighborhood Partnership
Mahoning Avenue Better Block
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The Trumbull Memorial Health Foundation, a supporting organization of the Community Foundation, was established in 2012. The Foundation seeks to address the health and wellness needs of Trumbull County residents by supporting access to health care, reducing crime and drug abuse and protecting the environment, as described by the Trumbull County Health Department Community Health Assessment. The TMHF had $13,282,498 in assets at the end of 2015. Total giving in 2015 was $148,577.
Trumbull Memorial Health Foundation
Board Members
PROJECT DAWN, TRUMBULL COUNTY HEALTH DEPARTMENT The Trumbull Memorial Health Foundation presented a check in the amount of $19,127 to the Trumbull County Combined Health District for Project DAWN, an overdose-prevention program that was credited for saving the lives of four people who would have otherwise died of an accidental overdose. The grant is the second to this project, and will help provide training and materials for 100 naloxone kits. In the grip of a drug overdose epidemic, Trumbull County Combined Health District made the prevention of opioid deaths a top priority as it looked for a way to save the lives of those who were addicted. Project DAWN (Death Avoidance With Naloxone) was created not only to help combat that problem, but to provide training and naloxone kits to families, friends and social workers for those addicted to opioids like heroin as well. Two of the individuals who were helped by Project DAWN enrolled in drug treatment programs. “They are very fortunate to have second chances,” stated Patrick Wilson, TMHF Chair. “We are also pleased that two of the individuals who avoided death from overdoses have enrolled in drug-treatment programs.”
2015 SCHOLARSHIP RECIPIENTSTen students from Trumbull County were awarded scholarships of $3,000 each from the Trumbull Memorial Health Foundation. The recipients were chosen based on academics as well as need, and all are pursuing careers in health care.
OTHER GRANTS:
Children’s $30,000Rehabilitation Center Help Hotline Crisis $18,500 Center, Inc. Meridian $15,000 Community Care Trumbull $10,000NeighborhoodPartnership
Homes for Kids/ $8,450Child & Family Solutions
Antonine Sisters $7,500Adult Day Care Compass Family & $5,000 Community Services
Youngstown Area $5,000 Goodwill Industries, Inc.
The Western Reserve Health Foundation, a supporting organization of the Community Foundation, was established in 2012. The Foundation seeks to improve the health and wellness of all residents of Mahoning County by supporting innovative programs and services that promote healthy living and eating and addresses infant mortality, unhealthy birth outcomes and diabetes as described in the Mahoning County Health Department Community Health Improvement Plan. At the end of 2015, the WRHF had $13,460,819 in assets. Total giving in 2015 was $167,491.
Western Reserve Health Foundation
YMCA OF YOUNGSTOWN DIABETES PREVENTION PROGRAM The YMCA of Youngstown received a grant of $36,000
from the Western Reserve Health Foundation for their
Diabetes Prevention Program, a lifestyle modification
program that helps adults with prediabetes reduce
their risk of developing Type 2 Diabetes. The program,
conducted by trained lifestyle coaches, taught
participants how making positive behavior changes,
including healthier eating and increased physical
activity, helped reduce their risk or delayed the onset
of developing the disease. The year-long program
consisted of 16 weekly one-hour sessions followed by
eight monthly sessions. It was based on the National
Institutes of Health-led, CDC-supported, Diabetes Prevention Program Study. NIH reports the program reduces the risk
of developing Type 2 Diabetes by 58% and the reduction was even greater, 71%, for adults aged 60 or older.
The YMCA of Youngstown addresses the community’s most pressing social issues related to youth, health and
community life. Their programs build healthy spirit, mind and body for all. They work side-by-side with their neighbors
to make sure everyone, regardless of age, income or background, has the opportunity to learn, grow and thrive. Board MembersPhillip Dennison, CPA, ChairDr. David RitchieAtty. Jeff HeintzSusan StricklinDr. Keisha RobinsonDr. Michael Miladore
OTHER GRANTS: Neil Kennedy $30,000Recovery Clinic Youngstown CityScape $25,000 Youngstown $22,991 Neighborhood DevelopmentCorporation Adaptive Sports $16,000Program of Ohio
D&E Counseling $15,000
American Heart $10,000Association Antonine Sisters $7,500Adult Day Care
Youngstown Area $5,000Goodwill Industries, Inc.
Atty. Patrick K. Wilson, ChairDr. Christopher C. ChuirazziLinda DayRobert E. HoyDr. Thomas JamesNeil J. KabackDavid KostolanskyMargaret M. KrozierShawn PompeliaDiane R. SauerGordon Wean
Atty. Patrick Wilson, chair, TMHF, presents a check to Frank Migliozzi, deputy health commissioner; and Kathy Parrilla, Project DAWN coordinator, Trumbull County Health Department.
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TO P ROW
BRUCE R. BEEGHLYRetired
JERRY BRYANAttorneyHenderson, Covington Messenger, Newman & Thomas Co., LPA Board Vice Chairperson
GLORIA CAGIGASFundraising Consultant
KEVIN Y.T. CHIUVice PresidentElsass Financial Group, Inc.
KAREN COHEN PrincipalPacker Thomas
M I D D LE ROW
BRIAN R. CORBINSenior Vice President,Social Policy Catholic Charities USA
PHILLIP DENNISONPrincipalPacker Thomas Ex-Officio Board Member
HON. DOUGLAS FRANKLINMayorCity of Warren
SR. PATRICIA MCNICHOLASSenior Development OfficerBeatitude House
WILLIAM E. MULLANESupervisor, School ImprovementAshtabula County Educational Service Center
BOT TOM ROW
SHELLEY TAYLOR ODILLEVice PresidentPaige & Byrnes Insurance Board Chairperson
DIANE SAUEROwnerDiane Sauer Chevrolet, Inc.
TRINETTE SIMONSenior ManagerCohen & CompanyBoard Treasurer
HON. DIANE S.A. VETTORIJudgeMahoning County Court
GORDON B. WEANChairmanThe Raymond John Wean FoundationBoard Secretary
CFMV 2015 Board of DirectorsGOVERNANCE
Jerry Bryan, ChairBruce R. BeeghlyDouglas Franklin
Shelley Taylor OdilleDiane Sauer
Gordon B. Wean
DISTRIBUTIONGordon B. Wean, Chair
Kevin Y.T. ChiuBrian R. Corbin
ADMINISTRATIVE/AUDIT
Trinette Simon, ChairKaren Cohen
Ned GoldSr. Patricia McNicholas
Michael Robinson
INVESTMENTKevin Y.T. Chiu, Chair
Jim BakerBruce R. Beeghly
Matt MorganLinda Motosko
David PotterLarry RichardsDiane SauerPaul Williams
DEVELOPMENT & MARKETINGGloria Cagigas, Chair
Terry CloonanSr. Patricia McNicholas
Ellie PlattSue StricklinMolly Toth
Diane S.A. VettoriKrista White
Committees
StaffShari L. Harrell, President
Janet Byrne, Office Manager
Linda Kostka, CFRE, Coordinator of
Development & Donor Services
Casey Krell, Coordinator of Supporting Organizations & Grantmaking
Grants AwardedIn partnership with our fund holders, CFMV combines local resources with community knowledge and expertise to help non-profits improve the quality of life in our Valley. While some donor-directed distributions may fall outside of the goals and priorities of the Foundation, all of our grant making is intended to build and maintain a healthy, thriving and vibrant community. These grants fall within five quality-of-life categories.
1. ARTS & CULTURE An active community enriches the quality of life in the Valley and provides significant economic impact. The Foundation supports arts, culture, and humanities organizations that bring the performing arts to the public, preserve and commemorate the events, places and cultures that created and continue to shape the Valley and promote the distribution of ideas. 2. EDUCATION Success in life depends on access to quality learning and educational opportunities. The Foundation supports programs that provide a chance for all youth and adults in the Valley to acquire the knowledge, skills, desirable qualities of behavior, character, wisdom and general competence that will enable them to fully participate in and enjoy the social, political economic and intellectual life of the community. The Foundation also facilitates the distribution of scholarships for residents of the Valley.
3. COMMUNITY WELL-BEING We believe our Valley’s well-being hinges on citizen involvement. We make grants to strengthen our neighborhoods, infrastructure and economy through programs that engage residents, protect our environment, promote recreation and attract investment in our Valley. 4. HEALTH & HUMAN SERVICES Health and wellness are at the heart of quality of life in the Valley. We invest in a wide spectrum of programs and services focused on improving the overall health and wellness for all Valley residents. The Foundation supports efforts which assist individuals in meeting their basic needs such as shelter, food and clothing. We believe that in caring for the neediest, we improve life for all of us.
5. OTHER CFMV facilitates the wide variety of philanthropic interests of its donors through donor-directed distributions approved by the CFMV board of directors. Distributions are made for donors’ interests such as animal welfare organizations and churches.
TOTAL PERCENT
n ARTS & CULTURE $86,130 4.00%
n COMMUNITY WELL-BEING $79,345 3.69%
n EDUCATION $1,295,297 60.16%
n HEALTH & HUMAN SERVICES $437,052 20.30%
n OTHER $255,261 11.86%
TOTAL: $2,153,085 100.00%
The financial statements of the Foundation are audited annually by Hill, Barth & King, LLC. The full audit and most recently filed IRS 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 IRS as organizations that support the grantmaking activities of community foundations. Currently, the Foundation holds three supporting organizations with assets totaling $33,907,430.
* Please note: These totals were unaudited at time of publication.
Financials TOTAL PERCENT
n AGENCY $4,923,625 9.15%
n DONOR & ORGANIZATIONALLY $13,551,175 25.18% ADVISED
n DESIGNATED, FIELD OF INTEREST, $946,861 1.76% RESTRICTED
n SCHOLARSHIP $364,054 0.68%
n OPERATING (UNRESTRICTED) $124,702 0.23%
n WILLIAM SWANSTON $7,164,113 13.31% CHARITABLE FUND
n TRUMBULL MEMORIAL $13,282,498 24.68% HEALTH FOUNDATION
n WESTERN RESERVE $13,460,819 24.01%HEALTH FOUNDATION
TOTAL $53,817,847 100%
CFMV & Affiliate Fund Totals
2015 ASSETS 2014 ASSETSOperating Fund $124,702 $95,730Investments $19,785,714 $20,688,407Property & Equipment $21,801 $21,801Supporting Organizations $33,907,430 $35,569,909 TOTAL $53,839,647 $56,375,847
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A complete list of grantees for the calendar year 2015 can be found at www.cfmv.org under “Grants & Scholarships.”
201 East Commerce Street, Suite 150Youngstown, Ohio 44503
330.743.5555
www.cfmv.org
Non-Profit Organization U.S. Postage
PAIDYoungstown, OHPermit No. 214
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