2024-11-15T15:54:55-06:00 2023-12-31 990 2023-01-01 341879613 MEDICAL MUTUAL OF OHIO CHARITABLE FOUNDA MEDI 2168613810 6601 EUCLID AVENUE CLEVELAND OH 44103 ANTHONY GATTUSO TREASURER 2168613810 2024-11-12 0 0 2023 2024-10-15 13:58:12Z ANDREA HOGBEN 6601 EUCLID AVENUE CLEVELAND OH 44103 866739 0 X N/A X 1998 OH THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND TO CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE CLEVELAND FOUNDATION. 5 5 0 5 0 0 0 0 0 0 163061 80143 0 0 163061 80143 115000 109000 0 0 0 0 0 0 0 36521 36577 151521 145577 11540 -65434 2390298 2619066 0 0 2390298 2619066 THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND TO CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE CLEVELAND FOUNDATION. 0 0 109000 109000 GRANTMAKING FOR OR ON BEHALF OF THE CLEVELAND FOUNDATION TO SUPPORT THE CLEVELAND FOUNDATION OR TO CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE CLEVELAND FOUNDATION. 109000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 0 0 0 0 1 1 1 1 1 0 0 0 OH X X ANTHONY GATTUSO 2168613810 6601 EUCLID AVENUE CLEVELAND OH 44103 X ANDREA HOGBEN PRESIDENT 1.00 X X 0 0 0 DR KRISTINA KNIGHT VICE PRESIDENT 0.50 X X 0 0 0 MICHAEL SLIWINSKI TRUSTEE 0.50 X 0 0 0 GREG HALL TRUSTEE 0.50 X 0 0 0 SYED SHOAIB SHAH TRUSTEE 0.50 X 0 0 0 KATHRYN TERRELL SECRETARY 0.50 X 0 69938 24100 ANTHONY GATTUSO TREASURER 0.50 X 0 126866 42109 0 196804 66209 0 0 1 0 0 40124 40124 826615 786596 40019 40019 40019 80143 0 0 80143 X 109000 109000 14273 14273 SEE SCHEDULE O 19731 19731 2573 2573 145577 109000 36577 0 293915 182632 698807 899481 1397576 1536953 2390298 2619066 0 0 X 2390298 2619066 2390298 2619066 2390298 2619066 -65434 294202 0 X X 0 1 X 1 0 X X 1 CLEVELAND FOUNDATION 340714588 8 1 19731 0 1 19731 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6 MEDICAL MUTUAL OF OHIO CHARITABLE FOUNDATION (MEDICAL MUTUAL) MAKES GRANTS FOR OR ON BEHALF OF THE CLEVELAND FOUNDATION THAT BENEFIT OR CARRY OUT THE PUBLIC CHARITABLE AND EDUCATIONAL USES AND PURPOSES OF THE CLEVELAND FOUNDATION. MEDICAL MUTUAL SUPPORTS THE SAME CHARITABLE ORGANIZATIONS SUPPORTED BY THE CLEVELAND FOUNDATION. ALL GRANTS MUST BE MADE TO ORGANIZATIONS DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE. DURING 2023, MEDICAL MUTUAL MADE GRANTS TOTALING $109,000 TO CHARITABLE ORGANIZATIONS. POTENTIAL GRANTEE ORGANIZATIONS CAN REQUEST FUNDING FROM MEDICAL MUTUAL BY USING THE APPLICATION PROCESS ON THE CLEVELAND FOUNDATION'S WEBSITE. DECISIONS AS TO THE GRANTEES, AMOUNTS, AND PURPOSES OF GRANTS ARE DETERMINED BY THE BOARD OF MEDICAL MUTUAL, A MAJORITY OF WHOM ARE APPOINTED BY THE CLEVELAND FOUNDATION. 0 ABSOLUTE RETURN 133992 F HEDGED EQUITY 499029 F PRIVATE EQUITY 390802 F REAL ASSETS 60763 F COMMON TRUST FUNDS 403597 F OTHERS 48770 F 1536953 1 TOLEDOLUCAS COUNTY CARENET 3231 CENTRAL PARK WEST STE 200 TOLEDO OH 43617 431986672 501 C 3 25000 0 N/A CHARITY CARE NETWORK GREATER CLEVELAND CONGREGATIONS 6114 FRANCIS AVENUE CLEVELAND OH 44127 275236392 501 C 3 25000 0 N/A HEALTHY BLOCKS THE CENTERS FOR FAMILIES AND CHILDREN 4500 EUCLID AVENUE CLEVELAND OH 441033736 237084455 501 C 3 35000 0 N/A INTEGRATED HEALTH & WELLNESS SERVICES THE HOSPITAL COUNCIL OF NORTHWEST OHIO 3231 CENTRAL PARK WEST STE 200 TOLEDO OH 43617 341116795 501 C 3 24000 0 N/A TRAINING OF COMMUNITY HEALTH WORKERS FOR NORTHWEST OHIO 4 FORM 990, SCHEDULE I, PART I THE FUND REQUIRES GRANT RECIPIENTS TO SUBMIT SCHEDULED NARRATIVE AND FINANCIAL PROGRESS REPORTS ON ACTIVITY RELATED TO THE GRANT ON THE FUND'S GRANT REPORTING FORMS, AS SCHEDULED IN THEIR GRANT AWARD LETTER. GRANT REPORTS ARE AN INTEGRAL PART OF OUR MONITORING AND EVALUATION PROCESS. THE REPORTS ARE REVIEWED BY THE CLEVELAND FOUNDATION STAFF WHO FOLLOW-UP WITH THE FUND'S DIRECTORS IF THERE ARE QUESTIONS OR ISSUES IDENTIFIED BY THIS REVIEW. WE HAVE FOUND THESE FORMS SERVE AS A VALUABLE LEARNING TOOL FOR THE CLEVELAND FOUNDATION STAFF AND THE GRANTEE ORGANIZATION. A CLOSING EVALUATION IS PERFORMED ONCE THE FINAL REPORT IS COMPLETE. 0 0 0 0 0 0 0 0 0 ANTHONY GATTUSO TREASURER 0 126605 0 0 0 261 0 12043 0 30066 0 168975 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEDICAL MUTUAL OF OHIO CHARITABLE FOUNDATION IS AN OHIO NONPROFIT CORPORATION. AS SUCH, IT HAS MEMBERS WHO HAVE THE RIGHT UNDER OHIO STATE LAW AND THE ORGANIZING INSTRUMENTS OF THE CORPORATION TO PARTICIPATE IN ITS GOVERNANCE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF MEDICAL MUTUAL OF OHIO CHARITABLE FOUNDATION ("MEDICAL MUTUAL FOUNDATION") ARE THOSE INDIVIDUALS WHO FROM TIME TO TIME ARE SERVING AS THE TRUSTEES OF THE ORGANIZATION. THE CLEVELAND FOUNDATION APPOINTS A MAJORITY OF THE FULL NUMBER OF TRUSTEES OF MEDICAL MUTUAL FOUNDATION. FORM 990 PART VI, SECTION A, LINE 7B: UNDER THE OHIO NONPROFIT CORPORATION LAW, MEMBERS HAVE THE ABILITY TO APPROVE CERTAIN KEY ACTIONS UNDERTAKEN BY A NONPROFIT CORPORATION INCLUDING MERGER OF THE CORPORATION, SALE, TRANSFER, OR OTHER DISPOSITION OF SUBSTANTIALLY ALL THE ASSETS OF THE CORPORATION, AMENDMENT OF THE CORPORATION'S ARTICLES OF INCORPORATION OR CODE OF REGULATIONS, AND DISSOLUTION OF THE CORPORATION, AMONG OTHERS. THE MEMBERS OF MEDICAL MUTUAL FOUNDATION HAVE NO ADDITIONAL SPECIAL RIGHTS OF APPROVAL OF THE ACTIONS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THE MEDICAL MUTUAL FOUNDATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B STAFF OF THE CLEVELAND FOUNDATION PREPARES THE FORM 990. THE FORM 990 IS REVIEWED BY AN OFFICER OF THE CLEVELAND FOUNDATION AND ONE OR MORE OFFICERS AND TRUSTEES OF THE MEDICAL MUTUAL FOUNDATION. FORM 990, PART VI, SECTION B, LINE 12C 12A, 12B, 13 AND 14: THE MEDICAL MUTUAL FOUNDATION IS A SUPPORTING ORGANIZATION OF THE CLEVELAND FOUNDATION. ACTIVITIES OF THE CLEVELAND FOUNDATION'S SUPPORTING ORGANIZATIONS ARE SUBJECT TO POLICIES FOR SUPPORTING ORGANIZATIONS. THE CLEVELAND FOUNDATION HAS IN EFFECT FROM TIME TO TIME TO ENSURE ITS SUPPORTING ORGANIZATIONS OPERATE IN A MANNER CONSISTENT WITH GOVERNING TAX EXEMPTION PRINCIPLES. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, SUPPORTING ORGANIZATIONS ARE REQUIRED TO FOLLOW EACH OF THE CONFLICT OF INTEREST, DOCUMENTATION RETENTION, AND WHISTLEBLOWER POLICIES MAINTAINED BY THE CLEVELAND FOUNDATION, UNLESS THE BOARD OF THE SUPPORTING ORGANIZATION (WHICH IN ALL CASES IS CONTROLLED BY THE CLEVELAND FOUNDATION) ADOPTS A FUNCTIONALLY EQUIVALENT POLICY EXPRESSLY IN PLACE OF ONE OF THE FOREGOING POLICIES. THE MEDICAL MUTUAL FOUNDATION FOLLOWS THESE POLICIES OF THE CLEVELAND FOUNDATION. EXCEPT IN THE LIMITED CASE NOTED BELOW, TRUSTEES AND OFFICERS WITH A CONFLICT OF INTEREST UNDER THE POLICY, MUST: (I) DISCLOSE THEIR POTENTIAL CONFLICT OF INTEREST AT THE MEETING; (II) PRESENT ANY RELEVANT INFORMATION CONCERNING THE MATTER INVOLVING THE CONFLICT, IF REQUESTED; AND (III) RECUSE THEMSELVES FROM THE MEETING FOR THE DISCUSSION AND VOTE ON THE MATTER PRESENTING THE CONFLICT. IN LIMITED CASES INVOLVING THE APPROVAL OF GRANT DISTRIBUTIONS WHERE TRUSTEES OR OFFICERS HAVE CERTAIN LIMITED POTENTIAL CONFLICTS OF INTEREST WITH A PROPOSED GRANT RECIPIENT, THE TRUSTEE OR OFFICERS MUST: (I) DISCLOSE THEIR POTENTIAL CONFLICT OF INTEREST AT THE MEETING; AND (II) ABSTAIN FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 A AND B: THE MEDICAL MUTUAL FOUNDATION HAS NO EMPLOYEES AND DOES NOT COMPENSATE ITS TRUSTEES AND THEREFORE DOES NOT MAINTAIN A PROCESS FOR DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE MEDICAL MUTUAL FOUNDATION IS SUPPORTING ORGANIZATION OF THE CLEVELAND FOUNDATION. PER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE CLEVELAND FOUNDATION FINANCIAL STATEMENTS ARE PREPARED AND AUDITED ON A CONSOLIDATED BASIS AND INCLUDE THE SUPPORTING ORGANIZATIONS. THE SUPPORTING ORGANIZATIONS ARE RECOGNIZED IN THE FOOTNOTES DISCLOSURE IN THE STATEMENTS. THE CLEVELAND FOUNDATION CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW ON THE FOUNDATION'S WEBSITE. THE MEDICAL MUTUAL FOUNDATION'S FORM 990 IS ALSO AVAILABLE UPON REQUEST. FORM 990, PART VII, LINE 1A, COLUMNS (E) & (F) THE MEDICAL MUTUAL FOUNDATION IS A SUPPORTING ORGANIZATION OF THE CLEVELAND FOUNDATION. CONSEQUENTLY, SOME OF ITS OFFICERS ARE EMPLOYEES OF THE CLEVELAND FOUNDATION, CONPENSATED BY THE CLEVELAND FOUNDATION. FORM 990, PART IX, LINE 24A PAYMENT TO DEFRAY THE OPERATIONAL COST PAID BY THE SUPPORTING ORGANIZATION: BACK OFFICE SUPPORT, SUCH AS, ACCOUNTING, FINANCIAL AND TAX REPORTING. THE CLEVELAND FOUNDATION 6601 EUCLID AVENUE CLEVELAND OH 44103 340714588 COMMUNITY GRANTMAKING OH 501(C)(3) 8 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0