COMMUNITY FUND MANAGEMENT FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: COMMUNITY FUND MANAGEMENT FOUNDATION (EIN 34-1801905)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-09-18
IRS object ID: 201702619349300910
Schema version: 2016v3.0
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	2017-09-18T10:39:26-05:00	ReturnTs
Tax Period End	2016-12-31	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	2016-01-01	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	14955 SPRAGUE ROAD SUITE 290	AddressLine1Txt
City	STRONGSVILLE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44136	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	2017-09-13	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	2017-08-25	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	12.219.241.2	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-09-13	IPDt
IP Tm	10:24:22	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	F86449591760AAB34796CEB67F17B764A8986706	AtSubmissionCreationDeviceId
At Submission Filing Device Id	1604E5FD84318CD5E542E0D9F0502F822EE65B6E	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	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	14955 SPRAGUE ROAD SUITE 290	AddressLine1Txt
City	STRONGSVILLE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44136	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,561,956	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	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	7	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$424,435	PYContributionsGrantsAmt
CY Contributions Grants	$670,642	CYContributionsGrantsAmt
PY Program Service Revenue	$726,907	PYProgramServiceRevenueAmt
CY Program Service Revenue	$854,969	CYProgramServiceRevenueAmt
PY Investment Income	-$10,040	PYInvestmentIncomeAmt
CY Investment Income	$36,345	CYInvestmentIncomeAmt
PY Other Revenue	$75	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$1,141,377	PYTotalRevenueAmt
CY Total Revenue	$1,561,956	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$98,091	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$380,306	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$354,649	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$243,653	PYOtherExpensesAmt
CY Other Expenses	$214,653	CYOtherExpensesAmt
PY Total Expenses	$623,959	PYTotalExpensesAmt
CY Total Expenses	$667,393	CYTotalExpensesAmt
PY Revenues Less Expenses	$517,418	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$894,563	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,800,664	TotalAssetsBOYAmt
Total Assets EOY	$4,754,320	TotalAssetsEOYAmt
Total Liabilities BOY	$9,821	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$13,927	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,790,843	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,740,393	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	$460,413	ExpenseAmt
Revenue	$854,969	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, 2016, A TOTAL OF 405 NEW TRUSTS WERE ESTABLISHED FOR CLIENTS. AS OF DECEMBER 31, 2016, THE FOUNDATION HAD SET UP AND WAS ADMINISTERING A TOTAL OF 2,387 TRUSTS FOR CLIENTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$98,091	ExpenseAmt
Grant	$98,091	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	$558,504	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	5	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	7	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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	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	14955 SPRAGUE ROAD SUITE 290	AddressLine1Txt
City	STRONGSVILLE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44256	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
LOUIS B GENEVA ESQ
MEMBER	2.00	Yes (X)	$0	$0	$0
KEVIN A CRAINE ESQ
VICE-CHAIRPERSON	2.00	Yes (X)	$0	$0	$0	Yes (X)
RICHARD B DUSTERBERG ESQ
CHAIRPERSON	2.00	Yes (X)	$0	$0	$0	Yes (X)
MAGGIE SUTTON
MEMBER	1.00	Yes (X)	$0	$0	$0
PHILIP S KAUFMANN ESQ
TREASURER	1.00	Yes (X)	$0	$0	$0	Yes (X)
LAURA MATHEWS
SECRETARY	1.00	Yes (X)	$0	$0	$0	Yes (X)
KELLY PETTY
MEMBER	1.00	Yes (X)	$0	$0	$0
NIRAKAR THAKUR ESQ
MEMBER	1.00	Yes (X)	$0	$0	$0
FRANCES ELLIOTT ULRICH EDD
MEMBER	1.00	Yes (X)	$0	$0	$0
BLAINE BROCKMAN ESQ
MEMBER	1.00	Yes (X)	$0	$0	$0
AMANDA M BUZO
EXECUTIVE DIRECTOR	40.00		$117,188	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$117,188	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	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	$670,642	AllOtherContributionsAmt
Total Contributions	$670,642	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL TRUST FEES	525920	$454,669	$454,669
SET-UP FEES	525920	$400,300	$400,300

Field	Value	IRS element (for citing)
Total Program Service Revenue	$854,969	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$74,140	TotalRevenueColumnAmt
Exclusion	$74,140	ExclusionAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$37,006	SecuritiesAmt
Other	-$789	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$37,795	TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,561,956	TotalRevenueColumnAmt
Related Or Exempt Func Income	$854,969	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$74,140	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$87,921	TotalAmt
Program Services	$87,921	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$10,170	TotalAmt
Program Services	$10,170	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$117,188	TotalAmt
Program Services	$103,125	ProgramServicesAmt
Management And General	$14,063	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$207,819	TotalAmt
Program Services	$166,845	ProgramServicesAmt
Management And General	$40,974	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$5,185	TotalAmt
Program Services	$4,563	ProgramServicesAmt
Management And General	$622	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$24,457	TotalAmt
Program Services	$21,522	ProgramServicesAmt
Management And General	$2,935	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$10,667	TotalAmt
Program Services	$10,667	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$28,100	TotalAmt
Management And General	$28,100	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$75,576	TotalAmt
Program Services	$66,507	ProgramServicesAmt
Management And General	$9,069	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$43,618	TotalAmt
Program Services	$38,384	ProgramServicesAmt
Management And General	$5,234	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$17,473	TotalAmt
Program Services	$15,376	ProgramServicesAmt
Management And General	$2,097	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,871	TotalAmt
Program Services	$6,926	ProgramServicesAmt
Management And General	$945	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,958	TotalAmt
Program Services	$1,979	ProgramServicesAmt
Management And General	$1,979	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	TRUSTEE FEES	Desc
Total	$3,465	TotalAmt
Program Services	$3,465	ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$23,925	TotalAmt
Program Services	$21,054	ProgramServicesAmt
Management And General	$2,871	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$667,393	TotalAmt
Program Services	$558,504	ProgramServicesAmt
Management And General	$108,889	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$351,084	BOYAmt
EOY	$580,904	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$338,905	BOYAmt
EOY	$348,068	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$15,469	BOYAmt
EOY	$4,713	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,265	BOYAmt
EOY	$2,833	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$87,838	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$50,620	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$32,123	BOYAmt
EOY	$37,218	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$575,985	BOYAmt
EOY	$695,377	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,481,782	BOYAmt
EOY	$3,082,156	EOYAmt

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,800,664	BOYAmt
EOY	$4,754,320	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$9,821	BOYAmt
EOY	$13,927	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$9,821	BOYAmt
EOY	$13,927	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,790,843	BOYAmt
EOY	$4,740,393	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,790,843	BOYAmt
EOY	$4,740,393	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,800,664	BOYAmt
EOY	$4,754,320	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$894,563	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$54,987	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	$232,481	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$195,437	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$246,472	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$424,435	CurrentTaxYearMinus1YearAmt
Current Tax Year	$670,642	CurrentTaxYearAmt
Total	$1,769,467	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$537,281	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$582,834	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$633,012	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$726,907	CurrentTaxYearMinus1YearAmt
Current Tax Year	$854,969	CurrentTaxYearAmt
Total	$3,335,003	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$769,762	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$778,271	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$879,484	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,151,342	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,525,611	CurrentTaxYearAmt
Total	$5,104,470	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	$5,104,470	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$54,857	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$434,351	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,348	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	-$10,040	CurrentTaxYearMinus1YearAmt
Current Tax Year	$36,345	CurrentTaxYearAmt
Total	$528,861	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$54,857	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$434,351	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,348	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	-$10,040	CurrentTaxYearMinus1YearAmt
Current Tax Year	$36,345	CurrentTaxYearAmt
Total	$528,861	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,378	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$402	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$75	CurrentTaxYearMinus1YearAmt
Total	$4,855	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$825,619	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,216,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$893,234	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,141,377	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,561,956	CurrentTaxYearAmt
Total	$5,638,186	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.90530	PublicSupportCY509Pct
Public Support PY509	0.89020	PublicSupportPY509Pct
Investment Income CY	0.09380	InvestmentIncomeCYPct
Investment Income PY	0.10860	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,981,400	BeginningYearBalanceAmt
Contributions	$195,187	ContributionsAmt
Investment Earnings Or Losses	$232,775	InvestmentEarningsOrLossesAmt
Administrative Expenses	$75,000	AdministrativeExpensesAmt
End Year Balance	$2,334,362	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,620,214	BeginningYearBalanceAmt
Contributions	$231,431	ContributionsAmt
Investment Earnings Or Losses	$167,255	InvestmentEarningsOrLossesAmt
Administrative Expenses	$37,500	AdministrativeExpensesAmt
End Year Balance	$1,981,400	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	$47,685	InvestmentCostOrOtherBasisAmt
Depreciation	$23,929	DepreciationAmt
Book Value	$23,756	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$40,153	InvestmentCostOrOtherBasisAmt
Depreciation	$26,691	DepreciationAmt
Book Value	$13,462	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$37,218	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	PERPETUAL TRUST	Desc
Book Value	$3,082,156	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$3,082,156	TotalBookValueSecuritiesAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,616,943	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$54,987	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$54,987	RevenueNotReportedAmt
Revenue Subtotal	$1,561,956	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,561,956	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$667,393	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$667,393	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$667,393	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 PENALITIES 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 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 (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
JFSA
3659 SOUTH GREEN RD STE 322	BEACHWOOD	OH	44122	340714441	$5,921	VAN
RUACH CONSORTIUM INC
1301 WEST 54TH ST	CLEVELAND	OH	44102	341872214	$6,000	VAN
ECHOING HILLS VILLAGE INC
36722 CR 79	WARSAW	OH	43844	310735747	$10,000	OFFSET COST OF CAMP
CAMP IMAGINE
PO BOX 26	AVON LAKE	OH	44012	271259997	$10,000	MULTIPLE ITEMS
PLAN OF SW OHIO
9350 FLORAL AVE	CINCINNATI	OH	45242	311486601	$20,000	CONTRIBUTION TOWARDS TIERED SYSTEM OF DIRECT CONSUMER SUPPORT
RONALD MCDONALD HOUSE
10415 EUCLID AVE	CLEVELAND	OH	44106	341269123	$16,000	REDESIGNING CONSUMER WEBSITE TO BE ADA COMPLIANT
MEDINA CREATIVE HOUSING
1120 NORTH HUNTINGTON ST	MEDINA	OH	44256	341712565	$20,000	PILOT PROGRAM TO DELIVER HOUSING AND SUPPORTIVE SERVICES TO COLLEGE BOUND YOUNG ADULTS WITH DISABILITES

Field	Value	IRS element (for citing)
Total501c3 Org	7	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
MODIFICATIONS FOR INDIVDUALS FOR WHEELCHAIRS AND DRIVEWAYS FOR ACCESSIBLE VEHICLES	5	$7,500
OUTSTANDING EXPENSES FOR CAR, PHONE, AND CELL	1	$1,420
SOCIAL AND RECREATIONAL ACTIVITIES	1	$750
DRIVING SCHOOL	1	$500

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 THAT 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 KEEPS A COPY OF FORM 990 ON FILE AND IT IS AVAILABLE FOR VIEWING BY THE PUBLIC UPON REQUEST.