2024-02-14T08:50:11-06:00 2023-09-30 340677006 MALONEY NOVOTNY LLC 4774 MUNSON STREET NW SUITE 402 CANTON OH 447183634 990 2022-10-01 341873212 GREATER ALLIANCE FOUNDATION INC GREA 3308238560 960 WEST STATE ST 220 ALLIANCE OH 446014685 DOUG SCHWARZ EXECUTIVE DIRECTOR 3308238560 2024-02-14 1 DOUG SCHWARZ 999009999 1 CHRISTOPHER B ANDERSON P00226559 3309669400 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOUG SCHWARZ 960 WEST STATE ST 220 ALLIANCE OH 446014685 15211071 0 X WWW.GREATERALLIANCEFOUNDATION.ORG X 1998 OH SERVING AND CONNECTING PEOPLE, RESOURCES & NEEDS THROUGH PHILANTROPIC GIVING IN OUR COMMUNITY 9 9 3 12 0 0 3360626 931133 0 0 1743237 1855874 -23453 -25904 5080410 2761103 1028799 1559034 0 0 125171 115320 0 0 82165 272285 272540 1426255 1946894 3654155 814209 24472364 25440329 4480777 4902160 19991587 20538169 TO PROVIDE FOR INDIVIDUALS AND OTHER ENTITIES INTERESTED IN THE QUALITY OF LIFE IN THE ALLIANCE AREA, THE OPPORTUNITY TO DIRECT THEIR GIVING TOWARDS IDENTIFIABLE AND WORTHY NEEDS THAT SOMETIMES GO UNMET BY ESTABLISHED CHARITABLE RESOURCES. 0 0 1672105 1559034 193 MAKING GRANTS TO PUBLIC CHARITIES, COLLEGES, PUBLIC SCHOOL DISTRICTS, OR GOVERNMENTAL UNITS FOR THE LONG TERM BENEFIT OF THE GREATER ALLIANCE, OHIO COMMUNITY. 1672105 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 16 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X X HEIDI MCCLUNG 3308238560 960 WEST STATE STREET SUITE 220 ALLIANCE OH 44601 ANDREW ZUMBAR PRESIDENT 0.20 X X 0 0 0 DAMON KELLER VICE PRESIDENT 0.20 X X 0 0 0 BETH MITCHELL TREASURER 0.20 X X 0 0 0 ELAYNE DUNLAP SECRETARY 0.20 X X 0 0 0 GERARD MASTROIANNI TRUSTEE 0.20 X 0 0 0 SUE GORIS TRUSTEE 0.20 X 0 0 0 RANDY HUNT TRUSTEE 0.20 X 0 0 0 MIKE CONNY TRUSTEE 0.20 X 0 0 0 MARK FEDOR TRUSTEE 0.20 X 0 0 0 DOUG SCHWARZ EXECUTIVE DIRECTOR 10.00 X 20620 0 0 20620 0 0 0 0 0 0 0 10000 921133 55043 931133 676242 676242 18000 44097 -26097 -26097 -26097 13585503 12405871 1179632 1179632 1179632 MISCELLANEOUS INCOME 900099 193 193 193 2761103 193 0 1829777 1559034 1559034 18000 8100 3600 6300 87726 39477 17545 30704 1354 609 271 474 8240 3708 1648 2884 57365 11473 45892 99374 99374 6265 6265 5174 5174 9135 4568 2284 2283 14530 2906 8718 2906 22010 13206 4161 4643 5704 4278 1426 NEWSLETTER/ANNUAL REPOR 25875 25875 VETERANS BANNER EXPENSE 21171 21171 MEMBERSHIP DUES 1240 1240 DONOR RELATIONS/COMMUNI 922 922 3775 3575 200 1946894 1672105 192624 82165 156144 609107 1046922 339624 1565 29 0 1474 2194 2194 0 0 23267733 24278974 0 211121 24472364 25440329 934 4842 61200 34500 4418643 4862818 4480777 4902160 X 14390398 14481597 5601189 6056572 19991587 20538169 24472364 25440329 X 814209 -58106 -209521 X 1 X 0 0 0 X 1557030 1278355 5074862 3360626 931133 12202006 1557030 1278355 5074862 3360626 931133 12202006 5948490 6253516 288022 272284 295616 586434 650145 2092501 18349 17925 193 36467 14330974 0.43640 0.41100 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: TRUSTEE FEES CHARGED - 2018 AMOUNT: $ 18,349. 2019 AMOUNT: $ 17,925. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. MISCELLANEOUS INCOME - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 193. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28 100255 806525 8929346 1 1 808915 100000 27444 46574 889785 798339 114645 -64747 39322 808915 440406 338318 58625 39010 798339 412002 18000 32463 17964 4095 440406 2069662 122304 22020 1769805 16250 15929 412002 0.89296 0.10704 0 0 2194 2194 0 0 GIFT ANNUITIES PAYABLE 199521 LIABILITIES UNDER CHARITABLE REMAINDER TRUSTS 1712219 AGENCY FUNDS 2738483 RIGHT-OF-USE LIABILITY 212595 4862818 X PART X, LINE 2: THE FOUNDATION HAS BEEN CLASSIFIED AS A FOUNDATION WHICH IS NOT A PRIVATE FOUNDATION AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED AS OF SEPTEMBER 30, 2023 AND 2022. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 1 ALLIANCE AREA DOMESTIC VIOLENCE SHELTER PO BOX 3622 ALLIANCE OH 44601 341329875 501(C)(3) 26246 0 HUMAN SERVICES ALLIANCE AREA HABITAT FOR HUMANITY PO BOX 2655 ALLIANCE OH 44601 341696774 501(C)(3) 10450 0 HUMAN SERVICES ALLIANCE COMMUNITY PANTRY 200 E STATE STREET ALLIANCE OH 44601 340714581 501(C)(3) 9333 0 FOOD SECURITY ALLIANCE FAMILY HEALTH CENTER INC 1401 S ARCH AVENUE ALLIANCE OH 44601 810789614 501(C)(3) 67000 0 HEALTH & WELLNESS ALLIANCE FAMILY YMCA 205 SOUTH UNION AVENUE ALLIANCE OH 44601 340714792 501(C)(3) 21330 0 HEALTH & WELLNESS ALLIANCE FRIENDS CHURCH 1307 W STATE STREET ALLIANCE OH 44601 346530201 501(C)(3) 7600 0 EDUCATION ALLIANCE HISTORICAL SOCIETY 530 HOMEWORTH ROAD ALLIANCE OH 44601 346530762 501(C)(3) 14315 0 PROGRAM ALLIANCE MIDDLE SCHOOL 3205 SOUTH UNION AVENUE ALLIANCE OH 44601 340600040 115 5500 0 EDUCATION ALLIANCE PREGNANCY CENTER 75 GLAMORGAN STREET SUITE 103 ALLIANCE OH 44601 341471372 501(C)(3) 8150 0 HEALTH & WELLNESS BEECH CREEK BOTANICAL GARDEN AND NATURE PRESERVE 11929 BEECH STREET ALLIANCE OH 44601 341964977 501(C)(3) 46497 0 ENVIRONMENT BUCKEYE COUNCIL BSA 2301 13TH STREET NW CANTON OH 44708 221576300 501(C)(3) 9325 0 PROGRAM CITY OF ALLIANCE 504 EAST MAIN STREET ALLIANCE OH 44601 346000043 115 21367 0 PROGRAM EARLY CHILDHOOD EDUCATION ALLIANCE 1490 PARKWAY BLVD ALLIANCE OH 44601 204763143 501(C)(3) 85842 0 EDUCATION FRIENDS OF THE PARKS INC 2930 SOUTH UNION AVE ALLIANCE OH 44601 341351052 501(C)(3) 93561 0 CAPITAL HARMONY CREEK CHURCH 5280 BIGGER ROAD KETTERING OH 45440 310736126 501(C)(3) 20000 0 FAITH BASED INVENT NOW INC 3701 HIGHLAND PARK NW NORTH CANTON OH 44720 341580038 501(C)(3) 10400 0 EDUCATION LOVE INC OF MARION COUNTY OHIO PO BOX 6107 MARION OH 43301 311311396 501(C)(3) 35000 0 FAITH BASED MARION COMMUNITY FOUNDATION 504 SOUTH STATE STREET MARION OH 43302 314446189 501(C)(3) 20000 0 HEALTH & WELLNESS MARLINGTON ALUMNI ASSOCIATION PO BOX 6001 ALLIANCE OH 44601 341670638 501(C)(3) 23000 0 EDUCATION PEGASUS FARMS 7490 EDISON STREET NE HARTVILLE OH 44632 341472997 501(C)(3) 12000 0 ANIMAL WELFARE RAPTOR HALLOW SANCTUARY 12600 DUCK CREEK ROAD SALEM OH 44460 810811286 501(C)(3) 40000 0 ANIMAL WELFARE REGINA COELI SCHOOL 733 FERNWOOD BLVD ALLIANCE OH 44601 340823458 501(C)(3) 80000 0 EDUCATION RODMAN PUBLIC LIBRARY 215 E BROADWAY ST ALLIANCE OH 44601 341255430 501(C)(3) 7736 0 PROGRAM ST JOSEPH CATHOLIC CHURCH 427 E BROADWAY ALLIANCE OH 44601 340837952 501(C)(3) 7000 0 FAITH BASED STARK COUNTY DISTRICT LIBRARY 715 MARKET AVENUE NORTH CANTON OH 44702 346000510 115 5040 0 EDUCATION STARK COUNTY HUNGER TASK FORCE 408 9TH STREET SW CANTON OH 44707 341374549 501(C)(3) 10000 0 FOOD SECURITY STARK FRESH 321 CHERRY ST CANTON OH 44702 341430426 501(C)(3) 104000 0 FOOD SECURITY STUCKEY FAMILY INTERFAITH DEVELOPMENT CENTER 205 SOUTH UNION AVENUE ALLIANCE OH 44601 341033910 501(C)(3) 51609 0 EDUCATION UNION AVENUE UNITED METHODIST CHURCH 1843 S UNION AVE ALLIANCE OH 44601 340733196 501(C)(3) 20000 0 FAITH BASED UNITED WAY OF GREATER STARK COUNTY 401 MARKET AVENUE NORTH 300 CANTON OH 44702 134254191 501(C)(3) 10000 0 PROGRAM UNIVERSITY OF AKRON 302 BUCHTEL MALL AKRON OH 44325 346002924 115 6000 0 EDUCATION UNIVERSITY OF MOUNT UNION 1972 CLARK AVENUE ALLIANCE OH 44601 340714687 501(C)(3) 464837 0 EDUCATION WAYNESBURG UNIVERSITY 51 W COLLEGE ST WAYNESBURG PA 16370 250965603 501(C)(3) 6000 0 EDUCATION YMCA OF CENTRAL STARK COUNTY 4700 DRESSLER RD NW CANTON OH 44718 340714792 501(C)(3) 32250 0 PROGRAM YWCA OF ALLIANCE 239 EAST MARKET STREET ALLIANCE OH 44601 340714731 501(C)(3) 77784 0 EDUCATION 35 PART I, LINE 2: WE PROVIDE THE GRANTEE A GRANT AGREEMENT, WHICH THEY SIGN. THIS AGREEMENT DISCLOSES THE PURPOSE OF THE GRANT AND GIVES THEM A DEADLINE BY WHICH THEY MUST PROVIDE DOCUMENTATION TO US SHOWING USAGE OF THE GRANT (FINANCIAL REPORT, RECEIPT FOR MATERIALS/LABOR). ALLIANCE VENTURES INC GERARD MASTROIANNI, BOARD MEMBER, OWNS MORE THAN 35% OF ALLIANCE VENTURES 19600 OFFICE RENT 0 X 3 55043 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE FOUNDATION USES ONE OR MORE SECURITIES BROKERS TO SELL DONATED SERVICES. THE FEES CHARGED BY THE BROKERS ARE AT OR BELOW THE FAIR MARKET VALUE FOR SUCH SERVICES. FORM 990, PART VI, SECTION A, LINE 2 DOUG SCHWARZ AND GERARD MASTROIANNI HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS SENT TO THE BOARD MEMBERS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD MEMBERS AT THE ANNUAL MEETING. BOARD MEMBERS ARE REQUIRED TO ABSTAIN FROM VOTING ON ANY ITEMS WHICH HAVE CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST AND ITS FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN AGENCY ENDOWMENTS -209,521.