$163K in expenses
Fiscal Year 2024 was a year of successes as we watched our beneficiaries grow in the quality of lives as we watched through the lens of their distributions. Recreational memberships, emergency generators, new computers, theater tickets, etc., all foster independence and accessibility to the community increasing socialization and avoiding isolation. We are proud to report that we welcomed 128 new account participants into our family of trusts, the highest number in nine years, bringing our total number to over 900 across the state of Ohio in 51 counties.Deposits to establish new accounts totaled 5.8 million dollars putting, our beneficiaries under the protection of our trusts. The careful administration of the trusts is always our focus, as we distributed 3.8 million dollars back to our beneficiarys benefit.As you review the information in our report, we hope you will see why we are proud of the work we do and how it helps enrich the lives of our beneficiaries. We often hear from our partners in provider agencies, law offices, probate courts, families, etc., that they have turned to us because we are easy to work with and are responsive to their needs. We provide assurance that the trusts are managed consistently with the regulating laws and rules fulfilling our roles as co-trustee and fiduciary to our beneficiaries. Our investment trustee, KeyBank feels the same dedication in their fiduciary role. Once again we could not provide this service without our partners. We work with attorneys, financial advisors, families, individuals living with disabilities, professional organizations, probate courts, advocacy groups, and other foundations. The work we do is a collective effort, and there is much to be grateful for this year.2024 Highlights We are now in 51 counties across Ohio , up from 49 last year Our new website continues to grow in utility. In 2024, we added seven supportive/instructional videos for families and beneficiaries. To help with our Beneficiary Profile we added an instruction page to make it easier to complete. We are now offering our personal representatives a choice to opt out of quarterly mailings (saving time and paper) since they can access our forms on our website. To promote financial security, we added Automated Clearing House (ACH) debit protection to the KeyBank account used for deposits by our personal representatives. We have begun to use Care Managers for very specific beneficiaries
$109K in expenses
The Disability Foundation assists with the creation of annuity agreements for a Medicaid pooled trust and administers the trust for The Ohio Community Pooled Annuity Trust, a related Section 501(c)(3) organization.
