2022-09-21T14:06:47-05:00 2021-12-31 311488076 HOBE & LUCAS CPAS 4807 ROCKSIDE ROAD 510 INDEPENDENCE OH 44131 990 2021-01-01 341801905 COMMUNITY FUND MANAGEMENT FOUNDATION INC COMM 2167364540 17900 JEFFERSON PARK 102 MIDDLEBURG HEIGHTS OH 44130 AMANDA M BUZO ESQ EXECUTIVE DIRECTOR 2167364540 2022-09-14 1 AMANDA BUZO ESQ 999009999 LISA MATUSZNY P00727516 2165248900 2022-09-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z COMMUNITY FUND OHIO AMANDA M BUZO ESQ 17900 JEFFERSON PARK NO 102 MIDDLEBURG HEIGHTS OH 44130 2849250 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 14 0 0 0 821756 1319629 1044156 1093284 131070 410712 103189 25625 2100171 2849250 442516 317955 0 0 752948 578552 0 0 0 376622 335296 1572086 1231803 528085 1617447 7534355 9863501 32671 16151 7501684 9847350 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 730887 1118909 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, 2021, A TOTAL OF 351 NEW TRUSTS WERE ESTABLISHED FOR CLIENTS. AS OF DECEMBER 31, 2021, THE FOUNDATION HAD SET UP AND WAS ADMINISTERING A TOTAL OF 5,415 TRUSTS FOR CLIENTS. 317955 317955 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. 1048842 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 14 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 AMANDA BUZO 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 KEN MARBLESTONE MEMBER 1.00 X 0 0 0 KELLY A PETTY VICE-CHAIRPERSON 1.00 X 0 0 0 NIRAKAR NIC THAKUR ESQ 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 AMANDA M BUZO ESQ EXECUTIVE DIRECTOR 40.00 X 112290 0 3473 112290 0 3473 1 0 0 0 0 1319629 1319629 ANNUAL TRUST FEES 525920 678918 678918 SET-UP FEES 525920 414366 414366 1093284 130126 130126 280586 280586 280586 MISCELLANEOUS 525920 25625 25625 25625 2849250 1118909 0 410712 169991 169991 147964 147964 112290 101061 11229 410476 369428 41048 12432 11189 1243 43354 39019 4335 13923 13923 30400 30400 67057 67057 5300 5300 101942 89709 12233 81291 71536 9755 90 79 11 3267 2875 392 5885 5179 706 4520 2260 2260 TRUSTEE FEES 2524 2524 19097 16805 2292 1231803 1048842 182961 0 1228487 1557658 485811 572801 14364 16509 81082 67484 19482 13598 726505 798376 5054431 6899284 5275 5275 7534355 9863501 32671 16151 32671 16151 X 7501684 9847350 7501684 9847350 7534355 9863501 1617447 728219 0 X 0 1 X 1 0 X 268349 260899 245717 821756 1319629 2916350 918464 914566 1054049 1044156 1093284 5024519 1186813 1175465 1299766 1865912 2412913 7940869 0 0 0 7940869 47809 83702 113748 131070 410712 787041 47809 83702 113748 131070 410712 787041 2600 2400 19314 103189 25625 153128 1237222 1261567 1432828 2100171 2849250 8881038 0.89410 0.92890 0.08860 0.05430 X SCHEDULE A PART III SECTION B LINE 12: MISCELLANEOUS INCOME: 25,625 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5780936 1319629 892009 292390 2524 7697660 4907029 821756 483338 424327 6860 5780936 4282271 245717 618180 231043 8096 4907029 4480931 260899 -273739 177627 8193 4282271 3777533 268349 726974 286540 5385 4480931 1.00000 0 0 28235 23798 4437 52847 43686 9161 13598 PERPETUAL TRUST 6899284 F 6899284 X 3484847 728219 728219 2756628 67057 25565 92622 2849250 1139181 0 1139181 67057 25565 92622 1231803 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANT REFUND RECLASSED PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT REFUND RECLASSED 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 GOODWILL COLUMBUS 1331 EDGEHILL ROAD COLUMBUS OH 43212 314379448 501(C)(3) 15020 0 ATTENDANCE AT CONFERENCE FOR 16 PEOPLE WITH IDD AND 7 SKILLED STAFF DREAMS ON HORSEBACK 1416 REYNOLDSBURG-NEW ALBANY ROAD BLACKLICK OH 43004 460487078 501(C)(3) 10000 0 MULTI-PURPOSE ROOM, ADA COMPLIANT RESTROOMS, ACCESSIBLE PARKING HELP FOUNDATION INC 26900 EUCLID AVENUE EUCLID OH 44132 341617051 501(C)(3) 10000 0 CONSTRUCTION OF GREENHOUSE AND CLASSROOM BOUNDLESS HEALTH INC 445 E DUBLIN-GRANVILLE RD SUITE BL WORTHINGTON OH 43085 010684796 501(C)(3) 10000 0 PURCHASE OF EQUIPMENT FOR 5 SENSORY AREAS CLI INC PO BOX 508 NORWALK OH 44857 341250321 501(C)(3) 7500 0 RENOVATING BOWLING ALLEY FOR WHEELCHAIR ACCESSIBILITY GIGI'S PLAYHOUSE - CLEVELAND 15316 DETROIT AVENUE LAKEWOOD OH 44107 474179667 501(C)(3) 10000 0 "GO KITS" MATERIALS PLUS 30 LENOVO TABLETS AND WAGES FOR ADMIN/DIRECTOR UCP - CLEVELAND INC 10011 EUCLID AVENUE CLEVELAND OH 44106 340753561 501(C)(3) 9947 0 SUPPORT OF EXISTING LEAFBRIDGE ALTERNATIVE EDUCATION PROGRAM ADAPTIVE SPORTS OHIO 2148 EAGLE PASS SUITE C WOOSTER OH 44691 271144442 501(C)(3) 9924 0 ASSIST WITH VAN PURCHASES ALS ASSOCIATION NORTHERN OHIO CHAPTER 6155 ROCKSIDE ROAD SUITE 403 INDEPENDENCE OH 44131 341595148 501(C)(3) 20000 0 PAY CO-PAYS AND INCREASE DEVICE LOAN CLOSET FOR AAC DEVICES. BIKUR CHOLIM OF CLEVELAND 1845 SOUTH TAYLOR ROAD CLEVELAND HEIGHTS OH 44118 341809885 501(C)(3) 10000 0 FUND THE ZEH LAZEH ACTIVITY/CARE PACKAGES. CHOICES IN COMMUNITY LIVING 1651 NEEDMORE ROAD DAYTON OH 45414 311126222 501(C)(3) 9000 0 INSTALL TWO GENERATORS IN GROUP HOME FLATROCK HOMES INC 7353 COUNTY RD 20 FLAT ROCK OH 44828 344433997 501(C)(3) 20000 0 ACCESSIBLE PLAYGROUND/OUTDOOR SPACE ON MAIN CAMPUS VISIONARIES VOICES 225 NORTHLAND BLVD CINCINNATI OH 45246 300178314 501(C)(3) 20000 0 FINANCE TEACHING ARTISTS PROGRAM (TAP) INCLUDING STIPEND, TRAVEL, AND SUPPLIES EDUCATION 1 1750 EXPENSES FOR VEHICLES (PURCHASE WHEELCHAIR VAN, VAN MODIFICATION, CAR REPAIRS, AND VEHICLE CONTROLS & LIFTS) 10 39392 MEDICAL & THERAPY EXPENSES 29 49561 HOME MODIFICATION 17 57261 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.