About CFMF

• Established in 1993
• A nonprofit, tax-exempt (501c3) organization
• Establishes and administers several types of trusts, educational programs, and related services for Ohio residents with disabilities
• Community Fund Management Foundation is the Trust Advisor
• U.S. Bank NA, is the Trustee

What does CFMF do as the Trust Advisor?
Community Fund Management Foundation administers the trust accounts and receives requests for distributions from trust accounts. A review committee reviews all requests for distributions from an individual’s trust account to attempt to safeguard eligibility for current or future government benefits.

What does U.S. Bank NA do as the Trustee?
U.S. Bank NA invests the assets, receives deposits, and makes authorized distributions from existing trust accounts.

How long has CFMF been doing this?
In January 1996, CFMF opened its first trust account. Currently, CFMF administers over a thousand trust accounts for individuals with disabilities throughout Ohio. The combined market value of CFMF trusts is over 30 million dollars.

• Ohio County Boards of Mental Retardation/Developmental Disabilities
• Probate courts throughout Ohio
• The Arc of Ohio
• Hattie Larlham Foundation
• The Jewish Community Federation of Cleveland

View the CFMF 2007 Annual Report.