2024-11-14T11:49:54-06:00 2023-12-31 311488076 HOBE & LUCAS CPAS 6000 FREEDOM SQUARE DRIVE 550 INDEPENDENCE OH 44131 990 2023-01-01 341801905 COMMUNITY FUND MANAGEMENT FOUNDATION INC COMM 2167364540 17900 JEFFERSON PARK 102 MIDDLEBURG HEIGHTS OH 44130 JILL FOWLER EXECUTIVE DIRECTOR 2167364540 2024-10-28 1 0 LISA MATUSZNY P00727516 2165248900 2024-10-25 2023 2024-10-15 13:58:12Z COMMUNITY FUND OHIO JILL FOWLER 17900 JEFFERSON PARK NO 102 MIDDLEBURG HEIGHTS OH 44130 2592735 0 X WWW.CFMF.ORG X 1993 OH TO DEVELOP AND MAKE AVAILABLE TRUST VEHICLES, EDUCATION, AND RELATED SERVICES FOR DISABLED INDIVIDUALS AND THEIR FAMILIES. 10 10 14 0 0 0 1102224 752865 1196832 1299061 192811 540066 0 743 2491867 2592735 398732 131226 0 0 639181 721431 0 0 0 360698 401028 1398611 1253685 1093256 1339050 9381628 11586778 27096 25555 9354532 11561223 X COMMUNITY FUND MANAGEMENT FOUNDATION, INC. DBA COMMUNITY FUND OHIO IS A NON-PROFIT ORGANIZATION CREATED TO DEVELOP AND MAKE AVAILABLE TRUST VEHICLES, EDUCATION, AND RELATED SERVICES THAT HELP ENABLE INDIVIDUALS WITH DISABILITIES TO USE PRIVATE FUNDS TO ENHANCE THEIR QUALITY OF LIFE WHILE ATTEMPTING TO SAFEGUARD THEIR ELIGIBILITY FOR GOVERNMENTAL BENEFITS. 0 0 908871 1299804 COMMUNITY FUND MANAGEMENT FOUNDATION (THE FOUNDATION) ESTABLISHES AND ADMINISTERS SEVERAL TYPES OF TRUSTS, EDUCATION PROGRAMS AND RELATED SERVICES FOR OHIO RESIDENTS WITH DISABILITIES. DURING THE YEAR ENDED DECEMBER 31, 2023, A TOTAL OF 341 NEW TRUSTS WERE ESTABLISHED FOR CLIENTS. AS OF DECEMBER 31, 2023, THE FOUNDATION HAD SET UP AND WAS ADMINISTERING A TOTAL OF 2,421 TRUSTS FOR CLIENTS. 131226 131226 CFMF PROVIDES GRANTS TO INDIVIDUALS AND NONPROFIT ORGANIZATIONS.CFMF OFFERS TWO TYPES OF GRANTS FOR INDIVIDUALS: THE HARDSHIP/EMERGENT NEEDS GRANTS ARE FOR THOSE WHO SEEK RELIEF FROM A HARDSHIP OR ASSISTANCE WITH AN EMERGENT NEED. THE EDUCATIONAL / ASSISTANCE GRANT IS FOR INDIVIDUALS WHO WISH TO APPLY FOR THE COST OF TUITION AND/OR TRAVEL EXPENSES TO ATTEND AN EDUCATIONAL PROGRAM, INCLUDING BUT NOT LIMITED TO, A SEMINAR, SCHOOL, OR CONTINUING EDUCATION PROGRAM. GRANTS FOR NONPROFIT ORGANIZATIONS ARE OFFERED TO ORGANIZATIONS THAT PROVIDE DIRECT SERVICES OR IMPROVE ACCESS TO SERVICES FOR PEOPLE WITH DISABILITIES. 1040097 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X MOLLY MURPHY 2167364540 17900 JEFFERSON PARK NO 102 MIDDLEBURG HEIGHTS OH 44130 KEVIN A CRAINE ESQ MEMBER 2.00 X X 0 0 0 LAURA MATHEWS MEMBER 2.00 X X 0 0 0 MAGGIE L SUTTON ESQ CHAIRPERSON 1.00 X X 0 0 0 ELAINE EISNER CHAIRPERSON 1.00 X 0 0 0 CARLA TRICARICHI MEMBER 1.00 X 0 0 0 FRANCES ELLIOTT ULRICH MEMBER 1.00 X 0 0 0 JONATHAN WISE TREASURER 1.00 X 0 0 0 PATRICK S VACCARO MEMBER 1.00 X 0 0 0 AMBER GIBBS EDD MEMBER 1.00 X 0 0 0 LINDSAY C JONES EDQ MEMBER 1.00 X 0 0 0 AMANDA M BUZO EXECUTIVE DIRECTOR 40.00 X 38497 0 0 MOLLY B MURPHY DEPUTY DIRECTOR 40.00 X 84231 0 0 122728 0 0 0 0 0 0 0 752865 752865 ANNUAL TRUST FEES 525920 673978 673978 SET-UP FEES 525920 625083 625083 1299061 209010 209010 331056 331056 331056 OTHER INCOME 525990 743 743 743 2592735 1299804 0 540066 80732 80732 50494 50494 122728 110455 12273 519078 467170 51908 28321 25489 2832 51304 46174 5130 72855 72855 30900 30900 83023 83023 76007 66886 9121 83450 73436 10014 10838 9377 1461 7992 7193 799 11031 9707 1324 5460 2730 2730 TRUSTEE FEES 2198 2198 17274 15201 2073 1253685 1040097 213588 0 1686384 2207097 484099 560382 16019 10005 319091 84190 179028 234901 594738 638764 6416085 7930354 5275 5275 9381628 11586778 27096 25555 27096 25555 X 9354532 11561223 9354532 11561223 9381628 11586778 1339050 867641 0 X 0 1 X 1 0 X 245717 821756 1319629 1102224 752865 4242191 1054049 1044156 1093284 1196832 1299804 5688125 1299766 1865912 2412913 2299056 2052669 9930316 0 0 0 9930316 113748 131070 410712 116587 457043 1229160 113748 131070 410712 116587 457043 1229160 19314 103189 25625 743 148871 1432828 2100171 2849250 2415643 2510455 11308347 0.87810 0.90000 0.10870 0.08510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7010823 752865 938834 131226 2198 8569098 7697660 1102224 -1388025 398732 2304 7010823 5780936 1319629 892009 292390 2524 7697660 4907029 821756 483338 424327 6860 5780936 4282271 245717 618180 231043 8096 4907029 0 0 65945 37447 28498 253146 46743 206403 234901 PERPETUAL TRUST 7930354 F 7930354 X 3377352 867640 867640 2509712 83023 83023 2592735 1170662 0 1170662 83023 83023 1253685 PART X, LINE 2: PART X LINE 2 FIN 48 (ASC 740)FOOTNOTE: THE FOUNDATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10-25 THAT REQUIRE THE DISCLOSURE OF UNCERTAIN TAX POSITIONS. THERE HAVE BEEN NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF FINANCIAL POSITION OR THE STATEMENTS OF ACTIVITIES RELATING TO UNCERTAIN TAX POSITIONS. ADDITIONALLY, NO TAX POSITIONS EXIST FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE DURING THE NEXT 12 MONTHS. THE FOUNDATION EVALUATES UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS. SCHEDULE D PART V LINE 4 FUNDS HELD IN THE ENDOWMENT ACCOUNT ARE RESTRICTED FOR THE PURPOSE OF PROVIDING SPECIAL ASSISTANCE TO INDIVIDUALS WITH DISABILITIES AND OTHER NON- PROFIT ORGANIZATIONS, AS AUTHORIZED BY THE FOUNDATION'S BOARD OF DIRECTORS. 1 BIKUR CHOLIM OF CLEVELAND 1845 SOUTH TAYLOR ROAD CLEVELAND HEIGHTS OH 44118 341809885 501(C)(3) 10000 0 ZEH LAZEH PROGRAM LUTHER HOME OF MERCY 5810 N MAIN STREET WILLISTON OH 43468 341680157 501(C)(3) 20000 0 ACCESSIBLE VEHICLE AUTISM SOCIETY OF GREATER AKRON 580 GRANT STREET AKRON OH 44311 471129984 501(C)(3) 10000 0 I CAN BIKE PROGRAM CLEVELAND HEARING AND SPEECH CENTER 11635 EUCLID AVE CLEVELAND OH 44106 340714648 501(C)(3) 8950 0 HEARING SCREENING EQUIPMENT INNOVATIVE OPPORTUNITIES INC 667 D LAKEVIEW PLAZA BLVD WORTHINGTON OH 43085 341800949 501(C)(3) 10500 0 EXPAND DAY SERVICES WITH 3-D PRINTING AND OTHER DESIGNS GOLDEN STRING INC 32 FIFTH AVE YOUNGSTOWN OH 44503 341945521 501(C)(3) 8000 0 PAVILLION AIR CONDITIONING COMMUNITY ROOTS 1106 GAMBIER STREET MT VERNON OH 43050 815236147 501(C)(3) 18495 0 IMPROVE TOPOGRAPHY FOR INDIVIDUALS WITH DISABILITIES AND PURCHASE INCLUSIVE TOOLS EDUCATION 1 1656 EXPENSES FOR VEHICLES (PURCHASE WHEELCHAIR VAN, VAN MODIFICATION, CAR REPAIRS, AND VEHICLE CONTROLS & LIFTS) 4 13000 MEDICAL & THERAPY EXPENSES 22 28351 HOME MODIFICATION 3 7487 PART I, LINE 2: FOR NONPROFITS, CFMF ASKS FOR A LETTER ON THEIR LETTERHEAD CONFIRMING THAT THE FUNDS WERE USED FOR THE INTENDED PURPOSE WITHIN A CERTAIN PERIOD OF TIME, TYPICALLY 60 DAYS. FOR INDIVIDUALS, CFMF TYPICALLY MAKES THE CHECK PAYABLE TO THE VENDOR AND DOES NOT ASK FOR ADDITIONAL FOLLOW-UP. IN THE RARE CASES WHERE THE CHECK IS MADE PAYABLE TO THE INDIVIDUAL, CFMF REQUIRES A PAID INVOICE OR OTHER DOCUMENTATION SHOWING THE FUNDS WERE USED AS THE GRANT APPLICATION IDENTIFIED. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION HAS AGREEMENTS WITH FOUR FELLOW NON-PROFITS, NAMELY JEWISH FEDERATION OF CLEVELAND, THE ARC OF OHIO, HATTIE LARLHAM FOUNDATION, AND ADD. EACH ORGANIZATION HAS THE RIGHT TO APPOINT A MEMBER TO THE FOUNDATION'S BOARD OF DIRECTORS AND THE REVIEW COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B FEDERAL FORM 990 IS PREPARED BY THE FOUNDATION'S INDEPENDENT AUDITOR AND IS REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR AND ACCOUNTANT. AFTER THIS REVIEW THE FEDERAL FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION PROVIDES ALL BOARD MEMBERS WITH A COPY OF ITS "CONFLICTS OF INTEREST" POLICY. BOARD MEMBERS ARE REQUIRED TO NOTIFY THE FOUNDATION OF ANY CONFLICTS THEY MAY HAVE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR AND UPPER LEVEL MANAGEMENT IS APPROVED BY THE BOARD OF DIRECTORS AND IS TYPICALLY BASED ON WAGE COMPARABILITY DATA AND PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL, UPON REQUEST, PROVIDE COPIES OF THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC.