2025-02-14T11:39:10-06:00 2024-09-30 450250958 EIDE BAILLY LLP 1540 W MARKET ST AKRON OH 443137114 990 2023-10-01 341873212 GREATER ALLIANCE FOUNDATION INC GREA 3308238560 960 WEST STATE ST 220 ALLIANCE OH 446014685 HEIDI MCCLUNG EXECUTIVE DIRECTOR 3308238560 2025-02-14 1 1 DANA L PATTERSON CPA P01278758 3308677350 2025-02-12 2023 2025-03-06 01:10:19Z HEIDI MCCLUNG 960 WEST STATE ST 220 ALLIANCE OH 446014685 15926829 0 X WWW.GREATERALLIANCEFOUNDATION.ORG X 1998 OH SERVING AND CONNECTING PEOPLE, RESOURCES & NEEDS THROUGH PHILANTHROPIC GIVING IN OUR COMMUNITY 9 9 3 10 0 0 931133 1302675 0 0 1855874 803663 -25904 -9269 2761103 2097069 1559034 1164602 0 0 115320 144629 0 0 87353 272540 278214 1946894 1587445 814209 509624 25440329 30074244 4902160 5643104 20538169 24431140 TO PROVIDE 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 1298838 1164602 MAKING GRANTS TO PUBLIC CHARITIES, COLLEGES, PUBLIC SCHOOL DISTRICTS, OR GOVERNMENTAL UNITS FOR THE LONG TERM BENEFIT OF THE GREATER ALLIANCE, OHIO COMMUNITY. 1298838 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 19 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 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 CHAS MITCHELL TREASURER 0.20 X X 0 0 0 ELAYNE DUNLAP SECRETARY 0.20 X X 0 0 0 MIKE CONNY TRUSTEE 0.20 X 0 0 0 MARK FEDOR 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 GERARD MASTROIANNI TRUSTEE 0.20 X 0 0 0 DOUG SCHWARZ EXECUTIVE DIRECTOR 10.00 X 18000 0 0 18000 0 0 0 0 0 0 0 1302675 601343 1302675 697665 697665 33300 42600 -9300 -9300 -9300 13893158 13787160 105998 105998 105998 MISCELLANEOUS INCOME 900099 31 31 31 2097069 0 0 794394 1164602 1164602 18000 8100 3600 6300 109515 49282 21903 38330 2393 1077 479 837 4945 2225 989 1731 9776 4399 1955 3422 49691 49691 83777 83777 30894 12909 17985 4951 4951 11494 5920 3128 2446 17661 3532 10596 3533 21707 13024 4131 4552 14268 14268 10321 7741 2580 NEWSLETTER/ANNUAL REPOR 19347 19347 VETERANS BANNER EXPENSE 8022 8022 DONOR RELATIONS 1774 1774 MEMBERSHIP DUES 370 240 130 3937 3737 200 1587445 1298838 201254 87353 948731 727944 0 5746 173 29 2163 1474 3850 572894 109201 0 463693 24278974 28674516 211121 196159 25440329 30074244 4842 6207 34500 82413 4862818 5554484 4902160 5643104 X 14481597 17108029 6056572 7323111 20538169 24431140 25440329 30074244 X 509624 3442545 477961 -537159 X 1 X 0 0 0 X 1278355 5074862 3360626 931133 1302675 11947651 1278355 5074862 3360626 931133 1302675 11947651 5194769 6752882 272284 295616 586434 650145 730965 2535444 17925 31 17956 14501051 193 0.46570 0.43640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: TRUSTEE FEES CHARGED - 2019 AMOUNT: $ 17,925. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 31. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30 788504 642470 10607310 1 1 889785 302864 117651 21362 1288938 808915 100000 27444 46574 889785 798339 114645 -64747 39322 808915 440406 338318 58625 39010 798339 412002 18000 32463 17964 4095 440406 0.83030 0.16970 0 0 570700 107007 463693 2194 2194 0 463693 GIFT ANNUITIES PAYABLE 193397 REMAINDER TRUSTS 1885436 AGENCY FUNDS 3275642 RIGHT-OF-USE LIABILITY 200009 5554484 X PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. 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. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED AS OF SEPTEMBER 30, 2024. 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 446017622 341329875 501(C)(3) 29007 0 SHELTER AND HOUSING ALLIANCE AREA HABITAT FOR HUMANITY PO BOX 2655 ALLIANCE OH 446012609 341696774 501(C)(3) 8000 0 EDUCATION ALLIANCE CITY SCHOOL DISTRICT 500 GLAMORGAN ST ALLIANCE OH 446012946 346000040 115 5198 0 EDUCATION ALLIANCE FAMILY HEALTH CENTER INC 1401 S ARCH AVE A ALLIANCE OH 44601 810789614 501(C)(3) 72246 0 HEALTH & WELLNESS ALLIANCE FAMILY YMCA 205 S UNION AVE ALLIANCE OH 446012537 340714792 501(C)(3) 32318 0 HEALTH & WELLNESS ALLIANCE FRIENDS OF THE PARKS INC 2930 S UNION AVE ALLIANCE OH 44601 341351052 501(C)(3) 20858 0 ENVIRONMENT ALLIANCE HISTORICAL SOCIETY PO BOX 2044 ALLIANCE OH 446010044 346530762 501(C)(3) 69414 0 PROGRAM ALLIANCE MIDDLE SCHOOL 3205 SOUTH UNION AVENUE ALLIANCE OH 44601 346000040 115 5500 0 EDUCATION ALLIANCE PREGNANCY CENTER 75 W GLAMORGAN ST 103 ALLIANCE OH 44601 341471372 501(C)(3) 5750 0 HEALTH & WELLNESS ASPIRE MINISTRIES 205 WEST CENTER STREET MARION OH 43302 311311396 501(C)(3) 35000 0 FAITH BASED BEECH CREEK BOTANICAL GARDEN AND NATURE PRESERVE 11929 BEECH ST NE ALLIANCE OH 446018705 341964977 501(C)(3) 69637 0 ENVIRONMENT BOY SCOUTS OF AMERICA 2301 - 13TH STREET NW CANTON OH 44708 221576300 501(C)(3) 8000 0 PROGRAM CAMP INVENTION 3701 HIGHLAND PARK NW NORTH CANTON OH 44720 341580038 501(C)(3) 15000 0 PROGRAM CANTON SYMPHONY ORCHESTRA 1001 MARKET AVE N CANTON OH 44702 346533119 501(C)(3) 7500 0 ARTS & CULTURE CASTLE CRUSADERS PO BOX 3103 ALLIANCE OH 44601 262611694 501(C)(3) 7410 0 ARTS & CULTURE CITY OF ALLIANCE 504 E MAIN ST 1 ALLIANCE OH 446012400 346000043 115 33378 0 PROGRAM CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE ROAD RK1-85 INDEPENDENCE OH 441315032 340714585 501(C)(3) 25000 0 HEALTH & WELLNESS EARLY CHILDHOOD EDUCATION ALLIANCE INC 1490 PARKWAY BLVD ALLIANCE OH 446013806 204763143 501(C)(3) 25621 0 EDUCATION ELLIE'S RAINY DAY FUND 6455 MEADOWBROOK CIR WORTHINGTON OH 43085 454532113 501(C)(3) 50000 0 ANIMAL WELFARE HARMONY CREEK CHURCH 901 EAST STROOP KETTERING OH 45429 310736126 501(C)(3) 40000 0 FAITH BASED HARTVILLE MIGRANT MINISTRY P O BOX 682 HARTVILLE OH 44632 340899100 501(C)(3) 6000 0 CAPITAL MARION COMMUNITY FOUNDATION 504 S STATE ST MARION OH 43302 314446189 501(C)(3) 20000 0 HEALTH & WELLNESS NORTH GEORGETOWN VOLUNTEER FIRE DEPARTMENT INC 301 S MAIN ST GEORGETOWN OH 45121 320702060 501(C)(3) 10000 0 OPERATIONS STARK COUNTY DISTRICT LIBRARY 715 MARKET AVE NORTH CANTON OH 44702 346000510 115 6720 0 EDUCATION ST THOMAS AQUINAS 2121 RENO DR NE LOUISVILLE OH 44641 340937167 501(C)(3) 50000 0 OPERATIONS STUCKEY FAMILY INTERFAITH DEVELOPMENT CENTER 205 S UNION AVE ALLIANCE OH 446012537 341033910 501(C)(3) 62407 0 EDUCATION UNION AVENUE UNITED METHODIST CHURCH 1843 S UNION AVE ALLIANCE OH 44601 340733196 501(C)(3) 10000 0 FAITH BASED UNITED WAY OF GREATER STARK COUNTY 401 MARKET AVE NORTH 300 CANTON OH 44702 134254191 501(C)(3) 13200 0 PROGRAM UNIVERSITY OF MOUNT UNION BUSINESS AFFAIRS 1972 CLARK AVE ALLIANCE OH 446013993 340714687 501(C)(3) 214393 0 EDUCATION WAYNESBURG UNIVERSITY 51 W COLLEGE ST WAYNESBURG PA 16370 250965603 501(C)(3) 6000 0 EDUCATION YWCA OF ALLIANCE 239 E MARKET ST ALLIANCE OH 446012530 340714731 501(C)(3) 82502 0 EDUCATION ST JOSEPH CATHOLIC CHURCH 427 E BROADWAY ALLIANCE OH 44601 340837952 501(C)(3) 7500 0 FAITH BASED 32 PART I, LINE 2: THE FOUNDATION PROVIDES 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 SHOWING USAGE OF THE GRANT (FINANCIAL REPORT, RECEIPT FOR MATERIALS/LABOR, ETC.) ALLIANCE VENTURES INC GERARD MASTROIANNI, BOARD MEMBER, OWNS MORE THAN 35% OF ALLIANCE VENTURES 19600 OFFICE RENT 0 X 12 601343 FAIR MARKET VALUE 0 1 1 PART I, COLUMN (B): THE FOUNDATION IS REPORTING IN PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS. 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, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN AGENCY FUNDS -537,159.