COMMUNITY FUND MANAGEMENT FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: COMMUNITY FUND MANAGEMENT FOUNDATION (EIN 34-1801905)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-10-25
IRS object ID: 201942989349300224
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-10-25T08:50:15-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	311488076	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HOBE & LUCAS CPAS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4807 ROCKSIDE ROAD 510	AddressLine1Txt
City	INDEPENDENCE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44131	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	341801905	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COMMUNITY FUND MANAGEMENT	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	COMM	BusinessNameControlTxt
Phone	2167364540	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	17900 JEFFERSON PARK NO 102	AddressLine1Txt
City	MIDDLEBURG HEIGHTS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44130	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	AMANDA M BUZO ESQ	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	2167364540	PhoneNum
Signature	2019-10-23	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LISA MATUSZNY	PreparerPersonNm
PTIN	P00727516	PTIN
Phone	2165248900	PhoneNum
Preparation	2019-10-23	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	12.202.67.26	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-10-23	IPDt
IP Tm	15:41:38	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	347F29C6BB5E35865E55318FED464D0731E5D40D	AtSubmissionCreationDeviceId
At Submission Filing Device Id	4F1956CB32A45C8DA8B3292841DB04DB501E4A8D	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-01-14 16:20:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	AMANDA M BUZO ESQ	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	17900 JEFFERSON PARK NO 102	AddressLine1Txt
City	MIDDLEBURG HEIGHTS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44130	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,261,567	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.CFMF.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1993	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	TO DEVELOP AND MAKE AVAILABLE TRUST VEHICLES, EDUCATION, AND RELATED SERVICES FOR DISABLED INDIVIDUALS AND THEIR FAMILIES.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	14	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$268,349	PYContributionsGrantsAmt
CY Contributions Grants	$260,899	CYContributionsGrantsAmt
PY Program Service Revenue	$918,464	PYProgramServiceRevenueAmt
CY Program Service Revenue	$914,566	CYProgramServiceRevenueAmt
PY Investment Income	$47,809	PYInvestmentIncomeAmt
CY Investment Income	$83,702	CYInvestmentIncomeAmt
PY Other Revenue	$2,600	PYOtherRevenueAmt
CY Other Revenue	$2,400	CYOtherRevenueAmt
PY Total Revenue	$1,237,222	PYTotalRevenueAmt
CY Total Revenue	$1,261,567	CYTotalRevenueAmt
PY Grants And Similar Paid	$286,540	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$177,627	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$430,244	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$591,381	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$268,710	PYOtherExpensesAmt
CY Other Expenses	$260,232	CYOtherExpensesAmt
PY Total Expenses	$985,494	PYTotalExpensesAmt
CY Total Expenses	$1,029,240	CYTotalExpensesAmt
PY Revenues Less Expenses	$251,728	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$232,327	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,537,352	TotalAssetsBOYAmt
Total Assets EOY	$5,420,433	TotalAssetsEOYAmt
Total Liabilities BOY	$34,384	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$46,099	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,502,968	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,374,334	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	COMMUNITY FUND MANAGEMENT FOUNDATION, INC. 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.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$740,110	ExpenseAmt
Revenue	$916,966	RevenueAmt
Desc	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, 2018, A TOTAL OF 347 NEW TRUSTS WERE ESTABLISHED FOR CLIENTS. AS OF DECEMBER 31, 2018, THE FOUNDATION HAD SET UP AND WAS ADMINISTERING A TOTAL OF 2,595 TRUSTS FOR CLIENTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$177,627	ExpenseAmt
Grant	$177,627	GrantAmt
Desc	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.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$917,737	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	8	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	14	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	AMANDA BUZO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2167364540	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	17900 JEFFERSON PARK NO 102	AddressLine1Txt
City	MIDDLEBURG HEIGHTS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44130	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
KEVIN A CRAINE ESQ
CHAIRPERSON	2.00	Yes (X)	Yes (X)	$0	$0	$0
LAURA MATHEWS
VICE-CHAIRPERSON	2.00	Yes (X)	Yes (X)	$0	$0	$0
PHILIP S KAUFMANN ESQ
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
MAGGIE L SUTTON
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
RICHARD B DUSTERBERG ESQ
MEMBER	1.00	Yes (X)		$0	$0	$0
ELAINE B EISNER JD
MEMBER	1.00	Yes (X)		$0	$0	$0
KEN MARBLESTONE
MEMBER	1.00	Yes (X)		$0	$0	$0
KELLY PETTY
MEMBER	1.00	Yes (X)		$0	$0	$0
NIRAKAR NIC THAKUR ESQ
MEMBER	1.00	Yes (X)		$0	$0	$0
FRANCES ELLIOTT ULRICH EDD
MEMBER	1.00	Yes (X)		$0	$0	$0
JONATHAN WISE
MEMBER	1.00	Yes (X)		$0	$0	$0
STEPHEN MCPEAKE
DIRECTOR EMERITI	1.00	Yes (X)		$0	$0	$0
AMANDA M BUZO
EXECUTIVE DIRECTOR	40.00		Yes (X)	$106,942	$0	$3,307

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$106,942	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,307	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$260,899	AllOtherContributionsAmt
Total Contributions	$260,899	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL TRUST FEES	525920	$579,566	$579,566
SET-UP FEES	525920	$335,000	$335,000

Field	Value	IRS element (for citing)
Total Program Service Revenue	$914,566	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$133,420	TotalRevenueColumnAmt
Exclusion	$133,420	ExclusionAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$49,978	SecuritiesAmt
Other	$260	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$49,718	TotalRevenueColumnAmt
Exclusion	-$49,718	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Business	525920	BusinessCd
Total Revenue Column	$2,400	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,400	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,400	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,261,567	TotalRevenueColumnAmt
Related Or Exempt Func Income	$916,966	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$83,702	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$155,476	TotalAmt
Program Services	$155,476	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$22,151	TotalAmt
Program Services	$22,151	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$106,942	TotalAmt
Program Services	$97,317	ProgramServicesAmt
Management And General	$9,625	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$432,512	TotalAmt
Program Services	$391,685	ProgramServicesAmt
Management And General	$40,827	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$8,902	TotalAmt
Program Services	$8,101	ProgramServicesAmt
Management And General	$801	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$43,025	TotalAmt
Program Services	$39,153	ProgramServicesAmt
Management And General	$3,872	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$20,526	TotalAmt
Program Services	$20,526	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$30,400	TotalAmt
Management And General	$30,400	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$120,100	TotalAmt
Program Services	$105,688	ProgramServicesAmt
Management And General	$14,412	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$46,252	TotalAmt
Program Services	$40,702	ProgramServicesAmt
Management And General	$5,550	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$11,333	TotalAmt
Program Services	$9,973	ProgramServicesAmt
Management And General	$1,360	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$11,203	TotalAmt
Program Services	$9,859	ProgramServicesAmt
Management And General	$1,344	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,856	TotalAmt
Program Services	$2,428	ProgramServicesAmt
Management And General	$2,428	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	TRUSTEE FEES	Desc
Total	$8,193	TotalAmt
Program Services	$8,193	ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,369	TotalAmt
Program Services	$6,485	ProgramServicesAmt
Management And General	$884	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,029,240	TotalAmt
Program Services	$917,737	ProgramServicesAmt
Management And General	$111,503	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$620,370	BOYAmt
EOY	$719,348	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$389,439	BOYAmt
EOY	$361,892	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,713	BOYAmt
EOY	$4,713	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,880	BOYAmt
EOY	$6,350	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$89,476	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$44,634	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$30,968	BOYAmt
EOY	$44,842	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$869,022	BOYAmt
EOY	$816,912	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$3,611,909	BOYAmt
EOY	$3,465,359	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,051	BOYAmt
EOY	$1,017	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,537,352	BOYAmt
EOY	$5,420,433	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$34,384	BOYAmt
EOY	$46,099	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$34,384	BOYAmt
EOY	$46,099	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,502,968	BOYAmt
EOY	$5,374,334	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,502,968	BOYAmt
EOY	$5,374,334	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,537,352	BOYAmt
EOY	$5,420,433	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$232,327	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$360,961	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$246,472	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$424,435	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$670,642	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$268,349	CurrentTaxYearMinus1YearAmt
Current Tax Year	$260,899	CurrentTaxYearAmt
Total	$1,870,797	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$633,012	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$726,907	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$854,969	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$918,464	CurrentTaxYearMinus1YearAmt
Current Tax Year	$914,566	CurrentTaxYearAmt
Total	$4,047,918	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$879,484	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,151,342	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,525,611	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,186,813	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,175,465	CurrentTaxYearAmt
Total	$5,918,715	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$5,918,715	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$13,348	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	-$10,040	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$36,345	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$47,809	CurrentTaxYearMinus1YearAmt
Current Tax Year	$83,702	CurrentTaxYearAmt
Total	$171,164	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$13,348	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	-$10,040	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$36,345	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$47,809	CurrentTaxYearMinus1YearAmt
Current Tax Year	$83,702	CurrentTaxYearAmt
Total	$171,164	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$402	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$75	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$2,600	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,400	CurrentTaxYearAmt
Total	$5,477	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$893,234	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,141,377	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,561,956	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,237,222	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,261,567	CurrentTaxYearAmt
Total	$6,095,356	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.97100	PublicSupportCY509Pct
Public Support PY509	0.91270	PublicSupportPY509Pct
Investment Income CY	0.02810	InvestmentIncomeCYPct
Investment Income PY	0.08630	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A PART III SECTION B LINE 12:	FormAndLineReferenceDesc
Explanation	MISCELLANEOUS INCOME: $2,400	ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,480,931	BeginningYearBalanceAmt
Contributions	$260,899	ContributionsAmt
Investment Earnings Or Losses	-$273,739	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$177,627	GrantsOrScholarshipsAmt
Administrative Expenses	$8,193	AdministrativeExpensesAmt
End Year Balance	$4,282,271	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,777,533	BeginningYearBalanceAmt
Contributions	$268,349	ContributionsAmt
Investment Earnings Or Losses	$726,974	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$286,540	GrantsOrScholarshipsAmt
Administrative Expenses	$5,385	AdministrativeExpensesAmt
End Year Balance	$4,480,931	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,057,767	BeginningYearBalanceAmt
Contributions	$670,642	ContributionsAmt
Investment Earnings Or Losses	$150,680	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$98,091	GrantsOrScholarshipsAmt
Administrative Expenses	$3,465	AdministrativeExpensesAmt
End Year Balance	$3,777,533	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,586,484	BeginningYearBalanceAmt
Contributions	$424,435	ContributionsAmt
Investment Earnings Or Losses	$50,262	InvestmentEarningsOrLossesAmt
Administrative Expenses	$3,414	AdministrativeExpensesAmt
End Year Balance	$3,057,767	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,334,362	BeginningYearBalanceAmt
Contributions	$246,472	ContributionsAmt
Investment Earnings Or Losses	$24,986	InvestmentEarningsOrLossesAmt
Administrative Expenses	$19,336	AdministrativeExpensesAmt
End Year Balance	$2,586,484	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	1.00000	BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$36,629	InvestmentCostOrOtherBasisAmt
Depreciation	$18,300	DepreciationAmt
Book Value	$18,329	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$52,847	InvestmentCostOrOtherBasisAmt
Depreciation	$26,334	DepreciationAmt
Book Value	$26,513	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$44,842	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	PERPETUAL TRUST	Desc
Book Value	$3,465,359	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$3,465,359	TotalBookValueSecuritiesAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$900,606	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$360,961	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$360,961	RevenueNotReportedAmt
Revenue Subtotal	$1,261,567	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,261,567	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,029,240	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$1,029,240	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,029,240	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
OHIO GUIDESTONE
434 EASTLAND RD	BEREA	OH	44017	340720558	501(C)(3)	$15,000	SENSORY ROOM IMPROVEMENTS
UCP OF GREATER CLEVELANDINC
10011 EUCLID AVE	CLEVELAND	OH	44106	340753561	501(C)(3)	$20,000	ECCC EMPLOYMENT PILOT PROGRAM
EASTER SEALS NORTHERN OHIO
1929A EAST ROYALYON ROAD	BROADVIEW HEIGHTS	OH	44147	314380051	501(C)(3)	$20,000	PURCHASE PASSENGER VANSOFTWARE TECHNOLOGY
ECHOING HILLS VILLAGE
36272 CR 79	WARSAW	OH	43844	310735747	501(C)(3)	$10,000	PURCHASE PASSENGER VAN
STEPPING STONES
5650 GIVEN RD	CINCINNATI	OH	45243	310671799	501(C)(3)	$20,000	NETWORK AND HARDWARD UPDATES
SUNSHINE COMMUNITIES
7223 MAUMEE WESTERN RD	MAUMEE	OH	43537	261399471	501(C)(3)	$20,000	INSTALLATION OF HOSPITAL GRADE OXYGEN SYSTEM IN RESIDENTIAL FACILITY
KOINONIA HOMES
6161 OAK TREE BLVDSUITE 400	INDEPENDENCE	OH	44131	237412318	501(C)(3)	$20,000	PURCHASE OF ADAPTED SHUTTLE BUS
YMCA OF GREATER DAYTON
118 WEST FIRST STREET	DAYTON	OH	45402	310537517	501(C)(3)	$10,000	INSTALLATION OF ACCESSIBILITY FEATURES AT THE NEW XENIA YMCA
ADAPTIVE SPORTS PROGRAM OF OHIO
100 KURZEN RD N B	DALTON	OH	44618	271144442	501(C)(3)	$10,076	PURCHASE WHEELCHAIR ACCESSIBLE VEHICLE
LAWRENCE SCHOOL
1551 E WALLINGS RD	BROADVIEW HEIGHTS	OH	44147	341137455	501(C)(3)	$6,400	PURCHASE TWO NEW INFOCUS JTOUCH WHITEBOARDS FOR CLASSROOM USE
RONALD MCDONALD HOUSE OF CLEVELAND
10415 EUCLID AVENUE	CLEVELAND	OH	44106	341269123	501(C)(3)	$4,000	MODIFY THE REDTREEHOUSE.ORG WEBSITE

Field	Value	IRS element (for citing)
Total501c3 Org	11	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
EDUCATION	3	$3,075
EXPENSES FOR VEHICLES (PURCHASE WHEELCHAIR VAN, VAN MODIFICATION, CAR REPAIRS, AND VEHICLE CONTROLS & LIFTS)	9	$12,011
MEDICAL & THERAPY EXPENSES	3	$4,500
LEGAL ASSITANCE TO RESOLVE BENEFITS TERMINATION ISSUE	1	$1,500
HOME WHEELCHAIR RAMP INSTALLATION	1	$1,065

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.