2023-11-06T09:50:12-06:00 2022-12-31 311488076 HOBE & LUCAS CPAS 4807 ROCKSIDE ROAD 510 INDEPENDENCE OH 44131 990 2022-01-01 341801905 COMMUNITY FUND MANAGEMENT FOUNDATION INC COMM 2167364540 17900 JEFFERSON PARK 102 MIDDLEBURG HEIGHTS OH 44130 MOLLY MURPHY DEPUTY DIRECTOR 2167364540 2023-10-30 1 MOLLY MURPHY 999009999 1 LISA MATUSZNY P00727516 2165248900 2023-10-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z COMMUNITY FUND OHIO MOLLY MURPHY 17900 JEFFERSON PARK NO 102 MIDDLEBURG HEIGHTS OH 44130 2491867 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. 9 9 13 0 0 0 1319629 1102224 1093284 1196832 410712 192811 25625 0 2849250 2491867 317955 398732 0 0 578552 639181 0 0 0 335296 360698 1231803 1398611 1617447 1093256 9863501 9381628 16151 27096 9847350 9354532 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 800275 1196832 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, 2022, A TOTAL OF 358 NEW TRUSTS WERE ESTABLISHED FOR CLIENTS. AS OF DECEMBER 31, 2022, THE FOUNDATION HAD SET UP AND WAS ADMINISTERING A TOTAL OF 5,761 TRUSTS FOR CLIENTS. 398732 398732 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. 1199007 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 3 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 MEMBER 1.00 X 0 0 0 CARLA TRICARICHI MEMBER 1.00 X 0 0 0 KELLY A PETTY VICE-CHAIRPERSON 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 AMANDA M BUZO ESQ AMANDA M BUZO, ESQ. 40.00 X 115763 0 0 115763 0 0 1 0 0 0 0 1102224 1102224 ANNUAL TRUST FEES 525920 711204 711204 SET-UP FEES 525920 485628 485628 1196832 165527 165527 27284 27284 27284 2491867 1196832 0 192811 229632 229632 169100 169100 112290 101061 11229 468018 421216 46802 11276 10148 1128 47597 42837 4760 27971 27971 30900 30900 76224 76224 104377 91852 12525 87229 76762 10467 2561 2305 256 4368 3931 437 5674 4993 681 5012 2506 2506 TRUSTEE FEES 2304 2304 14078 12389 1689 1398611 1199007 199604 0 1557658 1686384 572801 484099 16509 16019 252187 73159 13598 179028 798376 594738 6899284 6416085 5275 5275 9863501 9381628 16151 27096 16151 27096 X 9847350 9354532 9847350 9354532 9863501 9381628 1093256 -1586074 0 X 0 1 X 1 0 X 260899 245717 821756 1319629 1102224 3750225 914566 1054049 1044156 1093284 1196832 5302887 1175465 1299766 1865912 2412913 2299056 9053112 0 0 0 9053112 83702 113748 131070 410712 116587 855819 83702 113748 131070 410712 116587 855819 2400 19314 103189 25625 150528 1261567 1432828 2100171 2849250 2415643 10059459 0.90000 0.89410 0.08510 0.08860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7697660 1102224 -1388025 398732 2304 7010823 5780936 1319629 892009 292390 2524 7697660 4907029 821756 483338 424327 6860 5780936 4282271 245717 618180 231043 8096 4907029 4480931 260899 -273739 177627 8193 4282271 0 0 65945 27944 38001 186242 45215 141027 179028 PERPETUAL TRUST 6416085 F 6416085 X 829569 -1586074 -1586074 2415643 76224 76224 2491867 1322387 0 1322387 76224 76224 1398611 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 COURAGEOUS COMMUNITY SERVICES 12701 WATERVILLE SWANTON RD WHITEHOUSE OH 43571 341750892 501(C)(3) 12388 0 SENSORY CAMP CABIN, ELECTRICAL UPDATES, SENSORY PROGRAM TRAININING/EQUIPMENT SOLON COMMUNITY LIVING INC 6790 RIDGECLIFF DR SOLON OH 44139 833861819 501(C)(3) 15155 0 ADA COMPLIANT TEACHING KITCHEN GOOD WORKS FARM INC 1566 ROXANNA NEW BURLINGTON RD WAYNESVILLE OH 45068 461667100 501(C)(3) 20000 0 PASSENGER VAN THE ARC OF ALLEN COUNTY 546 S COLLETT ST LIMA OH 45805 346550743 501(C)(3) 20000 0 PLAYGROUND ENTRANCE, SHOWER VOICES OF CHANGE 2018 1437 EDGEHILL COURT HINCKLEY OH 44233 842464528 501(C)(3) 7500 0 HOURLY RATE FOR EDITOR, ARTISTS, CONSULTANTS FOR BOOK SERIES UNITED DISABILITY SERVICES INC 701 S MAIN ST AKRON OH 44311 341374195 501(C)(3) 10000 0 MATCH FUNDING FOR 5 TRANSIT BUSES HOLMES CENTER FOR THE ARTS PO BOX 285 WINESBURG OH 44690 473491590 501(C)(3) 10568 0 DISABILITY EQUIPMENT FOR ART STUDIO KEN ANDERSON ALLIANCE 6940 PLAINFIELD RD CINCINNATI OH 45236 474308747 501(C)(3) 20000 0 UPGRADE FRONT ENTRANCE-ADA COMPLIANT NATURE CENTER AT SHAKER LAKES 2600 SOUTH PARK BLVD SHAKER HTS OH 44120 346576569 501(C)(3) 7500 0 UPGRADE FRONT ENTRANCE-ADA COMPLIANT THE DOWN SYNDROME ASSOCIATION OF NORTHEAST OHIO 24100 CHAGRIN BLVD SUITE 4550 BEACHWOOD OH 44122 341630114 501(C)(3) 10000 0 VEHICLE FOR SUNBURST SNACK DELIVERIES ARTSPARKS 228 E BUCHTEL AVE AKRON OH 44325 455629269 501(C)(3) 15000 0 DYNAMITE DUOS DANCE MATERIALS, PRODUCTION BRAIN INJURY ASSOCIATION OF OHIO PO BOX 21325 COLUMBUS OH 43221 311123851 501(C)(3) 12400 0 ANNUAL ZOOM WORKSHOP AND SUPPLIES AUTISM SOCIETY OF GREATER AKRON 580 GRANT STREET AKRON OH 44311 471129984 501(C)(3) 10000 0 I CAN BIKE PROGRAM GOLDEN STRING INC 12 S PHELPS ST YOUNGSTOWN OH 44503 341945521 501(C)(3) 7500 0 PURCHASE SIX-PERSON PEOPLE MOVER FILLING HOMES N-160 SR 108 NAPOLEON OH 43545 341747447 501(C)(3) 15000 0 PURCHASE ADA COMPLIANT VEHICLE BUCKEYE VALLEY FAMILY YMCA 470 WEST CHURCH STREET NEWARK OH 43055 316053101 501(C)(3) 10000 0 IMPROVE ALL-FOR-ONE CAMP CABINS AND CURICCULUM MATERIALS BLOSSOM HILL INC 28700 CENTER RIDGE ROAD WESTLAKE OH 44145 237013607 501(C)(3) 10000 0 PURCHASE INTERNET, SMART TV'S, DINING ROOM FURNITURE FOR 4 RESIDENTIAL FACILITIES EDUCATION 5 4625 EXPENSES FOR VEHICLES (PURCHASE WHEELCHAIR VAN, VAN MODIFICATION, CAR REPAIRS, AND VEHICLE CONTROLS & LIFTS) 15 63989 MEDICAL & THERAPY EXPENSES 33 83986 HOME MODIFICATION 5 16500 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.