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.

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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.

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(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.

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(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

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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

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