2025-11-17T06:24:51-06:00 2024-12-31 311488076 HOBE & LUCAS CPAS 6000 FREEDOM SQUARE DRIVE 550 INDEPENDENCE OH 44131 990 2024-01-01 341801905 COMMUNITY FUND MANAGEMENT FOUNDATION INC COMM 2167364540 17900 JEFFERSON PARK 102 MIDDLEBURG HEIGHTS OH 44130 JILL FOWLER EXECUTIVE DIRECTOR 2167364540 2025-11-14 1 1 LISA MATUSZNY P00727516 2165248900 2025-11-14 2024 2025-03-06 01:10:19Z COMMUNITY FUND OHIO JILL FOWLER 17900 JEFFERSON PARK NO 102 MIDDLEBURG HEIGHTS OH 44130 3306550 0 X WWW.CFMF.ORG X 1993 OH HATO DEVELOP AND MAKE AVAILABLE TRUST VEHICLES, EDUCATION, AND RELATED SERVICES FOR DISABLED INDIVIDUALS AND THEIR FAMILIES. 10 10 14 0 0 0 752865 959528 1299061 1261393 540066 1085629 743 0 2592735 3306550 131226 651160 0 0 721431 989341 0 0 0 401028 460137 1253685 2100638 1339050 1205912 11586778 13369884 25555 261335 11561223 13108549 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 1179943 1261393 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, 2024, A TOTAL OF 314 NEW TRUSTS WERE ESTABLISHED FOR CLIENTS. AS OF DECEMBER 31, 2024, THE FOUNDATION HAD SET UP AND WAS ADMINISTERING A TOTAL OF 2,401 TRUSTS FOR CLIENTS. 651160 651160 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. 1831103 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 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 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 AMBER GIBBS EDD MEMBER 1.00 X 0 0 0 LINDSAY C JONES EDQ MEMBER 1.00 X 0 0 0 MOLLY B MURPHY DEPUTY DIRECTOR 40.00 X X 115448 0 0 KELLY PETTY MEMBER 1.00 X 0 0 0 NABIL SHAHEEN MEMBER 1.00 X 0 0 0 JILL FOWLER EXECUTIVE DIRECTOR 40.00 X X 61846 0 0 AMANDA M BUZO EXECUTIVE DIRECTOR 40.00 X 148704 0 0 325998 0 0 2 1 0 0 0 959528 959528 ANNUAL TRUST FEES 525920 728891 728891 SET-UP FEES 525920 532502 532502 1261393 324617 324617 761012 0 761012 761012 761012 3306550 1261393 0 1085629 345462 345462 305698 305698 325998 293398 32600 521157 469041 52116 79992 71993 7999 62194 55975 6219 13503 13503 30000 30000 101559 101559 19750 19750 148359 130556 17803 98615 86781 11834 3208 2887 321 7119 6407 712 8833 7773 1060 11016 5508 5508 TRUSTEE FEES 3140 3140 15035 13231 1804 2100638 1831103 269535 0 2207097 1442895 560382 1270575 0 8750 10005 5016 386997 93023 234901 293974 638764 668034 7930354 9496385 5275 184255 11586778 13369884 25555 70875 0 190460 25555 261335 X 11561223 13108549 11561223 13108549 11586778 13369884 1205912 341413 0 X 0 1 X 1 0 X 821756 1319629 1102224 752865 959528 4956002 1044156 1093284 1196832 1299804 1261393 5895469 1865912 2412913 2299056 2052669 2220921 10851471 0 0 0 10851471 131070 410712 116587 457043 324617 1440029 131070 410712 116587 457043 324617 1440029 103189 25625 743 129557 2100171 2849250 2415643 2510455 2545538 12421057 0.87360 0.87810 0.11590 0.10870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8569098 959528 1085629 648331 3140 10164419 7010823 752865 938834 131226 2198 8569098 7697660 1102224 -1388025 398732 2304 7010823 5780936 1319629 892009 292390 2524 7697660 4907029 821756 483338 424327 6860 5780936 0 0 65945 44989 20956 321052 48034 273018 293974 PERPETUAL TRUST 9496385 F 9496385 LEASE LIABILITY 190460 190460 X 3546404 341413 341413 3204991 101559 101559 3306550 1999078 0 1999078 101559 101559 2100637 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 ACHIEVEMENT CENTERS FOR CHILDREN 4255 NORTHFIELD ROAD HIGHLAND HILLS OH 44128 340714766 501(C)(3) 10065 0 TO SUPPORT THE PURCHASE OF EQUIPMENT BELCO WORKS INC 68425 HAMMOND ROAD ST CLAIRSVILLE OH 43950 340975880 501(C)(3) 10000 0 TO SUPPORT THE PURCHASE OF EQUIPMENT MOUNT ALOYSIUS CORP 5375 TILE PLANT ROAD NEW LEXINGTON OH 43764 311432284 501(C)(3) 20000 0 TO SUPPORT THE PURCHASE OF EQUIPMENT PLAYHOUSE SQUARE FOUNDATION 1501 EUCLID AVENUE SUITE 200 CLEVELAND OH 44115 237304942 501(C)(3) 20000 0 TO SUPPORT THE PURCHASE OF EQUIPMENT REC2CONNECT 2814 DETROIT AVENUE CLEVELAND OH 44113 471812391 501(C)(3) 10000 0 TO SUPPORT THE PURCHASE OF EQUIPMENT WASCO INC 210 MILLCREEK ROAD MARIETTA OH 45750 310804746 501(C)(3) 14500 0 TO SUPPORT THE PURCHASE OF EQUIPMENT INTEGRATED COMMUNITY SOLUTIONS 2315 SHARON COPLEY ROAD MEDINA OH 44256 863793349 501(C)(3) 10000 0 TO SUPPORT PROGRAM SERVICES BRAIN INJURY ASSOCIATION OF OHIO PO BOX 21325 COLUMBUS OH 43221 311123851 501(C)(3) 7600 0 TO SUPPORT PROGRAM SERVICES THE TREEHOUSE OHIO 689 BROADWAY AVENUE BEDFORD OH 44146 822367306 501(C)(3) 19500 0 REAL PROPERTY HELP FOUNDATION 26900 EUCLID AVENUE EUCLID OH 44132 341617051 501(C)(3) 10000 0 REAL PROPERTY SARAH'S FRIENDS 201 S MAIN STREET PO BOX 907 BRYAN OH 43506 341663056 501(C)(3) 9340 0 TO SUPPORT THE PURCHASE OF EQUIPMENT ADULT GUARDIANSHIP SERVICES OF SUMMIT 1867 WEST MARKET STREET AKRON OH 44313 873097801 501(C)(3) 10000 0 TO SUPPORT PROGRAM SERVICES THE ARC OF OHIO 1335 DUBLIN ROAD COLUMBUS OH 43215 310642964 501(C)(3) 12000 0 TO SUPPORT THE PURCHASE OF EQUIPMENT CAL RIPKEN SR FOUNDATION 1427 CLARKVIEW ROAD SUITE 100 BALTIMORE MD 21209 522310500 501(C)(3) 20000 0 TO SUPPORT THE PURCHASE OF EQUIPMENT UCO INDUSTRIES INC 16900 SQUARE DRIVE SUITE 110 MARYSVILLE OH 43040 310862418 501(C)(3) 20000 0 TO SUPPORT THE PURCHASE OF EQUIPMENT SOUTHEASTERN OHIO CENTER FOR INDEPENDENT LIVING INC 418 SOUTH BROAD STREET LANCASTER OH 43130 223882498 501(C)(3) 27370 0 TO SUPPORT THE PURCHASE OF EQUIPMENT AND RAMPS COURAGEOUS COMMUNITY SERVICES 12701 WATERVILLE SWANTON WHITEHOUSE OH 43571 341750892 501(C)(3) 7612 0 TO SUPPORT THE PURCHASE OF EQUIPMENT TOLEDO ZOO & AQUARIUM PO BOX 140130 TOLEDO OH 436140130 344440256 501(C)(3) 15740 0 TO SUPPORT PROGRAM SERVICES AND THE PURCHASE OF EQUIPMENT LIFECARE ALLIANCE 1699 W MOUND STREET COLUMBUS OH 43223 314379494 501(C)(3) 16000 0 TO SUPPORT PROGRAM SERVICES NORTH COAST COMMUNITY HOMES 14221 BROADWAY AVENUE CLEVELAND OH 44125 341455487 501(C)(3) 20000 0 TO SUPPORT THE PURCHASE OF EQUIPMENT HOPE HOMES FOUNDATION 2300 CALL RD STOW OH 44224 341411370 501(C)(3) 10000 0 TO SUPPORT THE PURCHASE OF EQUIPMENT RONALD MCDONALD HOUSE CHARITIES OF DAYTON 555 VALLEY ST DAYTON OH 45404 310964793 501(C)(3) 10000 0 TO SUPPORT PROGRAM MODIFICATIONS VALLEY ART CENTER 155 BELL ST CHAGRIN FALLS OH 44022 341087923 501(C)(3) 9000 0 TO SUPPORT ENTITY PROGRAMMING ROADS TO RECOVERY 5383 INTRASTATE DR FAIRBORN OH 45324 261653150 501(C)(3) 6103 0 TO SUPPORT THE PURCHASE OF TECHNOLOGY EDUCATION 36 61241 EXPENSES FOR VEHICLES (PURCHASE WHEELCHAIR VAN, VAN MODIFICATION, CAR REPAIRS, AND VEHICLE CONTROLS & LIFTS) 5 20827 MEDICAL & THERAPY EXPENSES 73 169488 HOME MODIFICATION 18 54142 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. 0 0 0 0 0 0 0 0 0 AMANDA M BUZO EXECUTIVE DIRECTOR 144615 0 3179 0 910 0 0 0 0 0 148704 0 0 0 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.