Community Fund Ohio
- Company typePrivate
- Founded1993
- HeadquartersMiddleburg, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Community Fund Ohio firmographics
Firmographics- Name
- Community Fund Ohio
- Legal name
- Community Fund Management Foundation
- Website
- https://communityfundohio.org
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Community Fund Ohio industry classification
Industry- Product category
- Special Needs Trust Administration
- NAICS
- Voluntary Health Organizations (813212), Grantmaking Foundations (813211), Health and Welfare Funds (52512)
- SIC
- Services-Social Services (8300)
- akta.pro primary industry
- Disability Services & Independent Living Support (BPAGACAG)
- akta.pro secondary industries
- Philanthropic & Charitable Trust Services (FSAAANAI), Private Foundations (BPAGAKAA), Trust Funds & Multi-Donor Pooled Funds (BPADAOAE), Grantmaking & Philanthropic Funds (Institutional Donors) (BPADAOAB)
Keywords
Where Community Fund Ohio is headquartered
LocationHeadquarters
- HQ city
- Middleburg
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Community Fund Ohio business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Trust Administration Fees: Monthly trustee fees charged once trust is funded, plus trust advisor fees once cumulative value reaches $15,000 or more. Fees are transparent and competitive with no hidden costs per their fee schedule.
- Individual Grants: Grants awarded to Ohio residents with disabilities for assistive technology, home modifications, therapy services, summer camps, and other disability-related needs. Grant funding sourced from endowment and remainder trust funds.
- Nonprofit Grants: Grants awarded twice yearly to Ohio-based 501(c)(3) nonprofits serving individuals with developmental disabilities for accessibility upgrades, accessible vehicles, equipment, and expanded services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Quarterly | Individual Grants - SSI/Medicaid/HCBS Waiver recipients |
| Unit Pricing | Quarterly | Individual Grants - Non-SSI/Medicaid recipients |
| Unit Pricing | Semi-annual | Nonprofit Grants |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
Community Fund Ohio product offering
Product offeringCore offering
Community Fund Ohio administers pooled special needs trusts (Pooled Medicaid Payback Trust for first-party assets and Master Trust for third-party-funded assets) on behalf of Ohio residents with disabilities, serving as Trust Advisor while Huntington National Bank acts as Trustee. In parallel, it operates Individual Grants (up to $7,500 lifetime) and Nonprofit Grants (up to $25,000 over time, semi-annual) funded by remainder trust assets to support Ohioans with developmental disabilities and 501(c)(3) disability service organizations.
Product overview
Community Fund Ohio operates as a nonprofit organization offering two core pooled special needs trust products (Pooled Medicaid Payback Trust and Master Trust) alongside a dual grant program (Individual Grants and Nonprofit Grants). The trust products are administered in partnership with Huntington National Bank as trustee, while the organization serves as Trust Advisor managing daily administration and communications. The Individual Grants program provides up to $7,500 lifetime to Ohio residents with developmental disabilities, while Nonprofit Grants support 501(c)(3) organizations serving the disability community. All services are designed to protect beneficiaries' eligibility for government benefits like Medicaid and SSI.
Differentiator
Problem solved
Functional benefit
Products and services
- Pooled Medicaid Payback Trust (First-Party Trust) A pooled special needs trust funded with assets belonging to the beneficiary, enabling individuals to preserve funds while maintaining Medicaid and Supplemental Security Income (SSI) eligibility. Remaining assets are used to reimburse Medicaid upon the beneficiary's passing. Administered as Trust Advisor by Community Fund Ohio with Huntington National Bank as Trustee.
- Master Trust (Third-Party Trust) A pooled special needs trust funded by someone other than the beneficiary (e.g., parents, relatives, or friends) that helps families provide long-term financial security without jeopardizing means-tested government benefits. No Medicaid payback requirement.
- Individual Grants Grant funding available to Ohio residents with developmental disabilities to cover expenses that enhance independence, well-being, and accessibility—such as assistive technology, home modifications, therapy services, and summer camps. Lifetime cap of $7,500 for SSI/Medicaid/HCBS Waiver recipients; up to $2,500 lifetime for non-SSI/Medicaid recipients.
- Nonprofit Grants Grants awarded twice yearly to Ohio-based 501(c)(3) nonprofit organizations whose principal mission serves individuals with developmental disabilities. Funds support expansion of disability-related services, accessible vehicles, facility improvements, and equipment or technology, up to $25,000 total over time.
Quantifiable outcome
- 5,000+ trusts established since 1993
- +2 more outcomes
Companies that use Community Fund Ohio
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Community Fund Ohio technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature2 records
Community Fund Ohio partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and secondary.
- Huntington National BankcoreHuntington National Bank serves as the Trustee for Community Fund Ohio's pooled special needs trusts, handling investments, financial statements, tax preparation, and disbursements. This partnership began October 1, 2019. Clients access accounts through Huntington's online banking platform.
- Hattie LarlhamcoreHattie Larlham creates opportunities for children and adults with intellectual and developmental disabilities by providing medical, residential, recreational, and work training services to 1,600 Northeast and Central Ohio residents. Trust beneficiaries can designate Hattie Larlham to receive remainder funds after their death.
- Jewish Federation of ClevelandcoreFor more than 115 years, the Jewish Federation of Cleveland has created critical scale to drive meaningful social change and provide relief in times of crisis. Trust beneficiaries can designate the Federation to receive remainder funds after their death.
- The Arc of OhiocoreThe Arc of Ohio is a statewide membership association made up of people with intellectual and developmental disabilities, their families, friends, interested citizens, and professionals in the disability field. Trust beneficiaries can designate The Arc of Ohio to receive remainder funds after their death.
- Alliance of Pooled TrustssecondaryA nonprofit organization that helps individuals with disabilities protect their financial assets while preserving eligibility for public benefits. Community Fund Ohio serves on the Board of Directors of the Alliance of Pooled Trusts.
- Special Needs AlliancesecondaryA national nonprofit of attorneys dedicated to helping individuals with disabilities and their families with legal planning. Members specialize in special needs trusts, government benefits, and guardianship. Community Fund Ohio refers clients to their attorney directory.
- National Academy of Elder Law Attorneys (NAELA)secondaryA professional association of attorneys who specialize in legal issues affecting older adults and people with disabilities. Members assist with estate planning, long-term care, public benefits, and disability law.
- Ohio Department of Job and Family ServicessecondaryProvides employment, financial assistance, and health-related programs including Medicaid, disability assistance, and vocational services for the disability community.
- Ohio Department of Developmental DisabilitiessecondaryOversees services and supports for Ohioans with developmental disabilities, working with county boards and providers to offer programs promoting community living, employment, and lifelong learning.
- Social Security AdministrationsecondaryFederal agency administering retirement, disability, and survivor benefits including SSDI and SSI programs essential for trust beneficiaries.
- Ohio Association of County BoardssecondarySupports Ohio's 88 County Boards in delivering services to individuals with developmental disabilities through advocacy, training, and policy guidance.
Scale indicators5 records
Recent moves6 records
Expansion highlights4 records
Community Fund Ohio competitors and assessment
Company assessmentOthers
- Jewish Federation of Cleveland: 115-year-old Cleveland philanthropic federation addressing social welfare needs across Northeast Ohio. Comparable as a designated Community Fund Ohio remainder-distributee and a regional community foundation that channels philanthropic dollars toward disability and welfare causes in the same geography.
- National Association of Councils on Developmental Disabilities: National membership association for state and territorial Councils on Developmental Disabilities that fund and shape services for people with IDD. Comparable as a federally connected body that channels resources and policy influence to the same population Community Fund Ohio's trust beneficiaries belong to.
Regional players
- The Arc of Ohio: Statewide Ohio membership association for people with developmental disabilities, families, and professionals. Directly comparable as a regional Ohio disability-services nonprofit and an explicit Community Fund Ohio remainder-distributee partner with overlapping audience and policy agenda.
- Hattie Larlham: Northeast and Central Ohio nonprofit providing residential, medical, recreational, and work-training services to 1,600 individuals with developmental disabilities. Comparable as an Ohio disability-services nonprofit and designated Community Fund Ohio remainder-distributee partner serving an overlapping beneficiary community.
Emerging players
- ABLE National Resource Center: National resource hub for state ABLE/STABLE account programs, which serve as a tax-advantaged alternative to pooled special needs trusts for many families with disabilities. Comparable because it competes for the same beneficiary/asset pool and shapes how families choose between trust structures.
- LifeCourse Nexus: National training and tools hub for the Charting the LifeCourse framework used by disability families and case managers to plan supports across the lifespan. Comparable as an emerging planning ecosystem targeting the same families Community Fund Ohio serves, though focused on planning tools rather than trust administration.
Direct peers
- Special Needs Alliance: National nonprofit membership of attorneys specializing in special needs trusts, government benefits, and guardianship. Directly comparable as a strategic partner/referral channel for Community Fund Ohio and as a competing source of expertise and trust-administration guidance for the same client base.
Broad incumbents
- The Arc of the United States: National disability advocacy and services organization with chapters in every state, including Ohio. It is comparable to Community Fund Ohio as a broad, mission-aligned nonprofit serving the intellectual and developmental disability community, including via pooled trust referrals and family support services.
- Easterseals: National nonprofit network providing disability services, including benefits planning and financial empowerment programs that overlap with Community Fund Ohio's mission. Comparable as a broader incumbent operating disability-services programs with similar beneficiary populations.
- National Disability Institute: National nonprofit focused on the financial health and economic empowerment of people with disabilities. Comparable as a broader-scope, established disability-finance organization with overlapping audience and complementary programming to Community Fund Ohio's grantmaking mission.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Community Fund Ohio social profiles
Digital presenceCommunity Fund Ohio compliance and trust
Trust signalCompliance1 record
Community Fund Ohio financial estimates
Financial estimateRevenue estimate
Valuation estimate
Community Fund Ohio leadership team
Management profileNumber of profiles
Profiles15 records
Community Fund Ohio funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Community Fund Ohio M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Community Fund Ohio
What does Community Fund Ohio do?
Community Fund Ohio administers pooled special needs trusts (Pooled Medicaid Payback Trust for first-party assets and Master Trust for third-party-funded assets) on behalf of Ohio residents with disabilities, serving as Trust Advisor while Huntington National Bank acts as Trustee. In parallel, it operates Individual Grants (up to $7,500 lifetime) and Nonprofit Grants (up to $25,000 over time, semi-annual) funded by remainder trust assets to support Ohioans with developmental disabilities and 501(c)(3) disability service organizations.
Is Community Fund Ohio a public or private company?
Community Fund Ohio is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Community Fund Ohio founded?
Community Fund Ohio was founded in 1993. It employs 11 to 50 people.
Where is Community Fund Ohio based?
Community Fund Ohio is headquartered in Middleburg, United States, in the North America region.
How does Community Fund Ohio make money?
Three revenue lines are on record. Trust Administration Fees are the primary driver. The others are individual Grants and nonprofit Grants.
Who are Community Fund Ohio's main competitors?
Others on record are Jewish Federation of Cleveland and National Association of Councils on Developmental Disabilities. Regional players are The Arc of Ohio and Hattie Larlham. Emerging players are ABLE National Resource Center and LifeCourse Nexus. Special Needs Alliance is listed as a direct peer. Broad incumbents are The Arc of the United States, Easterseals and National Disability Institute.
Does Community Fund Ohio have an API?
No public API is recorded for Community Fund Ohio.
What industry is Community Fund Ohio in?
Community Fund Ohio's product category is Special Needs Trust Administration. Its primary akta.pro industry code is BPAGACAG, Disability Services & Independent Living Support, with a secondary code of FSAAANAI, Philanthropic & Charitable Trust Services. Its NAICS code is 813212 and its SIC code is 8300.