UNION HOME FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNION HOME FOUNDATION (EIN 46-3696382)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-10
- IRS object ID
- 201932539349100203
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Acty Not Previously Rpt Expln
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-10T08:14:40-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364267431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEASE & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVE SUITE 400 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463696382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNION HOME FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 4405363496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8241 DOW CIRCLE WEST | AddressLine1Txt |
| City | STRONGSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44136 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA FAGAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4405363496 | PhoneNum |
| Signature | 2019-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN DRAKE | PreparerPersonNm |
| PTIN | P01326831 | PTIN |
| Phone | 2163489600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-30 | IPDt |
| IP Tm | 09:36:35 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3125123D4997942A9D2868C2DCA8D14ACAA37EF9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F48EF3BDDA3CD888843390A0BDD2782979C0255B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $658,056 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $462,148 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,676 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,676 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $117,086 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $117,086 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $588,910 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,676 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $117,086 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $44 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,456 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,950 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,950 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $272 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $14,072 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $9,477 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,595 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $171,837 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $107,609 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,227 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $192,631 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $117,086 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,228 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $307,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $500,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $117,086 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $88,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,632 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $569,444 | CashBOYAmt |
| Cash EOY | $53,489 | CashEOYAmt |
| Cash EOYFMV | $53,489 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $604,567 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $604,567 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $569,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $658,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $658,056 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $569,444 | RetainedEarningBOYAmt |
| Retained Earning EOY | $658,056 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $569,444 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $658,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $569,444 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $658,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $569,444 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $88,612 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $658,056 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $658,056 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $135,606 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $362,400 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.374189 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $118,460 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $230,499 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.513928 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,261 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.888117 | TotalDistributionRt |
| Average Distribution | 0.296039 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $534,332 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $158,183 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $96 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $158,279 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $382,895 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $96 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $96 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $96 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4 | OverpaymentAmt |
| Applied To ES Tax | $4 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | Yes (1) | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.UNIONHOMEMORTGAGE.COM/CORPORATE-SOCIA | WebsiteAddressTxt |
| Individual With Books | CHRISTINA FAGAN | IndividualWithBooksNm |
| Phone | 4405363496 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8241 DOW CIRCLE WEST | AddressLine1Txt |
| City | STRONGSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| C WILLIAM COSGROVE JR | ||||||||
| 1222 WINTERBERRY LANE | MEDINA | OH | 44256 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| PAULA COSGROVE | ||||||||
| 1222 WINTERBERRY LANE | MEDINA | OH | 44256 | VICE-CHAIRMAN | 2.00 | $0 | $0 | $0 |
| DONALD GRIFFITHS | ||||||||
| 927 RIDGE RD | HINCKLEY | OH | 44233 | SECRETARY | 2.00 | $0 | $0 | $0 |
| SCOTT SCHADEN 3118-123118 | ||||||||
| 8241 DOW CIRCLE W | STRONGSVILLE | OH | 44136 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $542,469 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $542,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $542,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $534,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,717 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,717 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96 | TotalTaxAmt |
| Distributable Before Adj | $26,621 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,621 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,621 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,895 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $382,895 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $96 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $382,799 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,621 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $106,502 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $117,630 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $224,132 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $382,895 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,621 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $356,274 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $580,406 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $580,406 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $106,502 | ExcessFromYear2Amt |
| Excess From Year1 | $117,630 | ExcessFromYear1Amt |
| Excess From Current Year | $356,274 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONLINE GRANT APPLICATION VIA SURVEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8241 DOW CIRCLE WEST | AddressLine1Txt |
| City | STRONGSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4405363496 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@UNIONHOMEFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATIONS ARE ACCEPTED QUARTERLY AND ONLINE ONLY. THE UNION HOME FOUNDATION INC.'S BOARD OF DIRECTORS WILL REVIEW EACH APPLICATION WITHIN SIX WEEKS AFTER THE COMPLETED GRANT CYCLE AND MAY ASK FOR ADDITIONAL INFORMATION IF NECESSARY FROM THE APPLICANT. TO APPLY FOR A GRANT, YOU WILL BE PROMPTED TO COMPLETE AN ELIGIBILITY QUIZ BEFORE YOU MAY APPLY. PLEASE SEE STATEMENT 12 FOR FURTHER INFORMATION ON THE INFORMATION REQUESTED AS PART OF THE PROCESS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 2018/2019 GRANT CYCLE GRANT DEADLINE: Q1: FEBRUARY 15, Q2: MAY 15, Q3: AUGUST 15, Q4: NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE UNION HOME FOUNDATION, INC. DOES NOT PROVIDE GRANT SUPPORT TO INDIVIDUALS OR INDIVIDUAL FUNDRAISING EFFORTS, POLITICAL CAMPAIGNS/PARTIES, RELIGIOUS ORGANIZATIONS, GROUPS THAT DISCRIMINATE ON THE BASIS OF AGE, RELIGION, COLOR, RACE, SEX, SEXUAL ORIENTATION, GENDER IDENTITY OR NATIONAL ORIGIN, DISEASE RELATED CAUSES (SPECIAL EXCEPTION MAY BE MADE IF THE EVENT ADVANCES OUR CORPORATE PURPOSE) AND INDIVIDUAL SPORTS TEAMS, CLUBS, AND ACTIVITIES. THE ONLY OTHER RESTRICTION IS THAT WE ASK OUR GRANT RECIPIENTS TO COMPLETE A GRANT AGREEMENT AND SUBMIT A FINAL REPORT A YEAR AFTER THE GRANT WAS AWARDED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLISON ROSE FOUNDATION | ||||||
| PO BOX 31842 | INDEPENDENCE | OH | 44131 | PC | AWARDED UNION HOME MORTGAGE PARTNER IMPACT AWARD TO PROVIDE OPERATING SUPPORT. | $1,000 |
| AMERICAN CANCER SOCIETY INC | ||||||
| 250 WILLIAMS STREET NW SUITE 400 | ATLANTA | GA | 30303 | PC | RELAY FOR LIFE CONTRIBUTION TO PROVIDE GENERAL OPERATING SUPPORT. | $1,000 |
| APECA INC | ||||||
| 23371 MULHOLLAND DR STE 197 | WOODLAND HILLS | CA | 91364 | PC | AWARDED UNION HOME MORTGAGE PARTNER IMPACT AWARD TO PROVIDE OPERATING SUPPORT. | $2,000 |
| BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA INC | ||||||
| 2960 N MERIDIAN STREET NO 150 | INDIANAPOLIS | IN | 46208 | PC | TO SUPPORT THE LITTLE IMPACTS PROGRAM - LIFE SKILLS THRIVING INDICATOR PROGRAM. | $5,000 |
| BOYS & GIRLS CLUBS OF CLEVELAND | ||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | PC | TO SUPPORT CAREER READINESS FOR CLEVELAND YOUTH. | $10,000 |
| CENTER FOR FINANCIAL HEALTH | ||||||
| 3815 W ST JOSEPH STREET C-200 | LANSING | MI | 48917 | PC | TO SUPPORT THE FINANCIAL WELLNESS PROGRAM. | $5,000 |
| CHN HOUSING PARTNERS | ||||||
| 2999 PAYNE AVE THIRD FLOOR | CLEVELAND | OH | 44114 | PC | TO SUPPORT LEASE PURCHASE/FINANCIAL ADVISORY COUNSELING. | $5,000 |
| CLEVELAND KIDS BOOK BANK | ||||||
| 3635 PERKINS AVE | CLEVELAND | OH | 44114 | PC | TO PROVIDE 26,500 BOOKS TO CLEVELAND KIDS OVER WINTER BREAK. | $6,750 |
| COLLEGE NOW GREATER CLEVELAND INC | ||||||
| 50 PUBLIC SQUARE SUITE 1800 | CLEVELAND | OH | 44113 | PC | TO SUPPORT POSTSECONDARY ADVISORY SERVICES TO LOW INCOME INDIVIDUALS. | $5,000 |
| COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC | ||||||
| 555 E WAYNE STREET | FORT WAYNE | IN | 46802 | PC | AWARDED UNION HOME MORTGAGE PARTNER IMPACT AWARD TO PROVIDE SUPPORT TO THE MILITARY SUPPORT FUND. | $2,000 |
| DESTINATION DOWNTOWN DOVER | ||||||
| 117 W REED ST | DOVER | DE | 19904 | PC | AWARDED UNION HOME MORTGAGE PARTNER IMPACT AWARD TO PROVIDE OPERATING SUPPORT. | $2,000 |
| EMPOWERING & STRENGTHENING OHIO'S PEOPLE | ||||||
| 11890 FAIRHILL ROAD | CLEVELAND | OH | 44120 | PC | TO SUPPORT THE AFFORDABLE HOMEOWNERSHIP INITIATIVE. | $5,000 |
| EMPOWERING YOUTH EXPLORING JUSTICE | ||||||
| 3535 PERKINS AVE | CLEVELAND | OH | 44114 | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $2,500 |
| ENTERPRISE COMMUNITY PARTNERS INC | ||||||
| 1360 E 9TH STREET STE 510 | CLEVELAND | OH | 44114 | PC | TO SUPPORT THE HOUSING FIRST INITIATIVE. | $2,500 |
| GREATER CLEVELAND FOOD BANK INC | ||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | PC | TO FUND THE HOLIDAY MATCH CAMPAIGN (SUPPORTS GENERAL OPERATING NEEDS). | $10,000 |
| HOPE TEAM SERVICE ALLIANCE INC | ||||||
| 14200 W CELEBRATE LIFE WAY | GOODYEAR | AZ | 85338 | PC | TO PROVIDE OPERATING SUPPORT THROUGH A VOLUNTEER GROUP GRANT. | $500 |
| HABITAT FOR HUMANITY OF HILLSBOROUGH COUNTY FLORIDA | ||||||
| 509 E JACKSON ST | TAMPA | FL | 33602 | PC | AWARDED UNION HOME MORTGAGE PARTNER IMPACT AWARD TO PROVIDE OPERATING SUPPORT. | $2,000 |
| HOMELESS YOUTH CONNECTION INC | ||||||
| 9950 W VAN BUREN STREET | AVONDALE | AZ | 85323 | PC | TO SUPPORT EMPOWERING YOUTH FOR THE FUTURE. | $7,000 |
| HOMESTRETCH INC | ||||||
| 303 SOUTH MAPLE AVENUE NO 400 | FALLS CHURCH | VA | 22046 | PC | TO PROVIDE SUPPORT TO THE HOMESTRECH CREDIT COUNSELING AND DEBT REDUCTION PROGRAM. | $5,000 |
| HOUSING AND EDUCATION ALLIANCE INC | ||||||
| 9215 N FLORIDA AVENUE STE 104 | TAMPA | FL | 33612 | PC | TO PROVIDE SUPPORT FOR HOMETRACK ONLINE - YOUR RIGHT TRACK HOME. | $5,000 |
| JUNIOR ACHIEVEMENT OF GREATER CLEVELAND INC | ||||||
| 1422 EUCLID AVENUE SUITE 952 | CLEVELAND | OH | 44115 | PC | TO SUPPORT FINANCIAL LITERACY EDUCATION IN 40 CLASSROOMS. | $25,000 |
| MBA OPENS DOORS FOUNDATION | ||||||
| 1919 M STREET | WASHINGTON | DC | 20036 | PC | TO PROVIDE MORTGAGE ASSISTANCE GRANTS TO FAMILIES WITH CHILDREN BATTLING ILLNESS. | $75,000 |
| MINDS MATTER OF CLEVELAND OHIO INC | ||||||
| PO BOX 14519 | CLEVELAND | OH | 44114 | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $5,000 |
| NATIONAL KIDNEY FOUNDATION INC | ||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | PC | TO SUPPORT THE PREVENTION OF KIDNEY & URINARY TRACT DISEASES, IMPROVE THE HEALTH & WELL-BEING OF INDIVIDUALS & FAMILIES AFFECTED BY THESE DISEASES & TO INCREASE THE AVAILABILITY OF ORGANS FOR TRANSPLANTATION. | $2,500 |
| NEIGHBORHOOD HOUSING SERVICES OF GREATER CLEVELAND INC | ||||||
| 5700 BROADWAY AVENUE | CLEVELAND | OH | 44127 | PC | TO SUPPORT THE FINANCIAL CAPABILITY PROGRAM AND GENERAL OPERATING SUPPORT. | $5,000 |
| PLAYHOUSE SQUARE FOUNDATION | ||||||
| 1501 EUCLID AVE STE 200 | CLEVELAND | OH | 44115 | PC | TO SUPPORT A PERFORMING ARTS AND ENTERTAINMENT CENTER THAT ENHANCES AND FURTHER DEVELOPS THE PLAYHOUSE SQUARE DISTRICT. | $2,500 |
| RONALD MCDONALD HOUSE OF CLEVELAND INC | ||||||
| 10415 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | TO SUPPORT FAMILIES AT AREA MEDICAL CENTERS BY PROVIDING A HOME-LIKE ENVIRONMENT AND ESSENTIAL RESOURCES AND SERVICES. | $417 |
| SAINT MARTIN DE PORRES HIGH SCHOOL | ||||||
| 6202 ST CLAIR AVE | CLEVELAND | OH | 44103 | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $25,000 |
| SEEDS OF LITERACY | ||||||
| 3104 W 25TH STREET 3RD FLOOR | CLEVELAND | OH | 44109 | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $5,000 |
| SPECIAL OLYMPICS TEXAS INC | ||||||
| 1804 RUTHERFORD LANE | AUSTIN | TX | 78754 | PC | TO PROVIDE OPERATING SUPPORT THROUGH A VOLUNTEER GROUP GRANT. | $500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | AWARDED $1,000 UNION HOME MORTGAGE PARTNER IMPACT AWARD TO PROVIDE OPERATING SUPPORT. AN ADDITIONAL $500 WAS PROVIDED THROUGH A VOLUNTEER GROUP GRANT. | $1,500 |
| THE LITERACY COOPERATIVE OF GREATER CLEVELAND | ||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | TO SUPPORT THE 2 GEN, 1 PLAN PROGRAM. | $5,000 |
| THE METROHEALTH FOUNDATION INC | ||||||
| 2500 METROHEALTH DRIVE | CLEVELAND | OH | 44109 | PC | TO SUPPORT THE METROHEALTH SYSTEM LEADING THE WAY TO A HEALTHIER COMMUNITY THROUGH SERVICE, TEACHING, DISCOVERY, AND TEAMWORK. | $2,500 |
| THE OHIO FOUNDATION OF INDEPENDENT COLLEGES | ||||||
| 250 E BROAD STREET NO 1700 | COLUMBUS | OH | 43215 | PC | TO FUND THE UNION HOME MORTGAGE SCHOLARSHIP. | $10,000 |
| TOWARDS EMPLOYMENT INC | ||||||
| 1255 EUCLID AVENUE NO 300 | CLEVELAND | OH | 44115 | PC | TO PROVIDE SUPPORT FOR THE REENTRY CAREER PATHWAYS PROGRAM. | $30,000 |
| TURNSTONE DEVELOPMENT CORPORATION | ||||||
| 10 S LASALLE STREET | CHICAGO | IL | 60603 | PC | TO PROVIDE OPERATING SUPPORT THROUGH A VOLUNTEER GROUP GRANT. | $500 |
| UNITED CHRUCH OF CHRIST - ORGAN RESTORTATION | ||||||
| 13740 PEARL ROAD | STRONGSVILLE | OH | 44136 | PC | TO PROVIDE SUPPORT FOR ORGAN RESTORATION. | $2,500 |
| UNITED WAY | ||||||
| 305 E HIGH STREET | MOUNT VERNON | OH | 43050 | PC | TO PROVIDE OPERATING SUPPORT THROUGH A VOLUNTEER GROUP GRANT. | $500 |
| VOLUNTEERS OF AMERICA GREATER OHIO | ||||||
| 1776 EAST BROAD STREET | COLUMBUS | OH | 43203 | PC | TO PROVIDE SUPPORTIVE SERVICES TO VETERANS IN BOTH OHIO AND INDIANA IN OBTAINING EMPLOYMENT, AFFORDABLE HOUSING, AND MORE. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $307,667 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,676 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$64,987 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$55,311 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$55,311 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| UNION HOME MORTGAGE CORP | |||||||
| 1 | 8241 DOW CIRCLE W | STRONGSVILLE | OH | 44136 | $274,244 | Yes (X) | Yes (X) |
| GALLAGHER & COMPANY | |||||||
| 2 | 36966 TAIL FEATHER DRIVE | NORTH RIDGEVILLE | OH | 44039 | $7,279 | Yes (X) | |
| WEINER BRODSKY KIDER | |||||||
| 3 | 1300 19TH STREET NW FIFTH FLOOR | WASHINGTON | DC | 20036 | $5,000 | Yes (X) | |
| HYLAND SOFTWARE INC | |||||||
| 4 | 28500 CLEMENS ROAD | WESTLAKE | OH | 44145 | $7,279 | Yes (X) | |
| CAMERON ALLIE DEVELOPMENT GROUP LLC | |||||||
| 5 | 13000 DARICE PARKWAY | STRONGSVILLE | OH | 44149 | $5,384 | Yes (X) | |
| ELLIE MAE INC | |||||||
| 6 | 4420 ROSEWOOD DRIVE SUITE 500 | PLEASANTON | CA | 94588 | $7,279 | Yes (X) | |
| VANTAGE FINANCIAL | |||||||
| 7 | 6200 ROCKSIDE ROAD | INDEPENDENCE | OH | 44131 | $8,384 | Yes (X) | |
| C WILLIAM COSGROVE JR | |||||||
| 8 | 1222 WINTERBURY LANE | MEDINA | OH | 44256 | $6,000 | Yes (X) | Yes (X) |
| THE CLEVELAND CAVALIERS ORGANIZATION | |||||||
| 9 | 1 CENTER COURT | CLEVELAND | OH | 44115 | $5,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SUITE ACCESS (12 TICKETS) TO CIRQUE DU SOLEIL ON A DATE BETWEEN 11/15/18 - 11/18/18 | $2,500 | 2018-10-05 |
| 1 | SUITE ACCESS (12 TICKETS) TO DISNEY ON ICE PRESENTS MICKEY'S SEARCH PARTY BETWEEN 1/11/19 - 1/20/19 | $2,955 | 2018-10-05 |
| 1 | SUITE ACCESS (12 TICKETS) TO PANIC! AT THE DISCO ON 1/30/19 | $2,500 | 2018-10-05 |
| 8 | TWO FOURSOMES TO LAUREL VALLEY COUNTRY CLUB | $5,000 | 2018-10-05 |
| 9 | A SUITE (18 TICKETS) FOR THE CLEVELAND CAVALIERS VERSUS GOLDEN STATE WARRIORS ON DECEMBER 5, 2018. | $5,500 | 2018-10-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $44 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,456 | DisbursementsCharitablePrpsAmt |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | IN 2018, THE UNION HOME FOUNDATION'S BOARD OF DIRECTORS VOTED TO APPROVE THE START OF FUNDRAISING EVENTS. THE PROFITS OF THE EVENTS DIRECTLY BENEFIT THE UNION HOME FOUNDATION'S MISSION, THUS GOING TO NONPROFITS WITH PROGRAMS CENTERED ON FINANCIAL LITERACY, EDUCATION, CAREER READINESS AND TRANSITIONAL RESOURCES. IN 2018, THE FOUNDATION HOSTED TWO NEW EVENTS: A TRADITIONAL GALA AND A 5K RACE. IN AUGUST, THE UNION HOME FOUNDATION HOSTED ITS FIRST 5K RACE CALLED THE HUSTLE FOR HOMEOWNERSHIP 5K RACE, BENEFITTING THE UNION HOME FOUNDATION AND ONE OF OUR NONPROFIT PARTNERS, MINDS MATTER OF CLEVELAND. THE FOUNDATION UTILIZED THE SERVICES OF HERMES SPORTS AND EVENTS TO OVERSEE ALL OF THE LOGISTICS AND REGISTRATION FOR THE RACE. RACE REGISTRATION COST $30 FOR CHIPPED TIMED RACING, $25 FOR WALKING AND $10 FOR KIDS AGES 12 AND UNDER. THE FOUNDATION OFFERED MARKETING SPONSORSHIPS FOR THE RACE, ALONGSIDE GIFT-IN-KIND SPONSORSHIPS FOR FOOD ITEMS AND PROMOTIONAL ITEMS DURING THE RACE. A RAFFLE WAS ALSO HELD ON RACE DAY. RAFFLE TICKETS WERE SOLD FOR $2 EACH, 3 FOR $5 OR 15 FOR $20. SPONSORSHIPS WERE OFFERED RANGING FROM $250 - $2,500. WE HAD ROUGHLY 117 PARTICIPANTS FOR THIS FIRST TIME EVENT. IN OCTOBER, THE FOUNDATION PRESENTED A GALA EVENT CALLED BREAKING GROUND, HOSTED AT THE ROCK AND ROLL HALL OF FAME IN DOWNTOWN CLEVELAND. THIS EVENT FEATURED A FORMAL PROGRAM HIGHLIGHTING THE WORK OF THE FOUNDATION AND THAT OF FOUR NONPROFIT PARTNERS: JUNIOR ACHIEVEMENT OF GREATER CLEVELAND, VOLUNTEERS OF AMERICA OHIO AND INDIANA, SAINT MARTIN DE PORRES AND TOWARDS EMPLOYMENT. ADMISSION TO THE PROGRAM INCLUDED A TOUR OF THE ROCK HALL, DINNER AND DRINKS, A LIVE AUCTION AND A LIVE BAND. GENERAL ADMISSION TICKETS WERE $250 FOR AN INDIVIDUAL AND $400 FOR A COUPLE. SPONSORSHIP OPPORTUNITIES RANGED FROM $1,000 FOR INDIVIDUAL SPONSORS UP TO $20,000 FOR THE PRESENTING SPONSOR. IN ADDITION, MOBILE BIDDING WAS FEATURED FOR SILENT AUCTION ITEMS AND ON-SITE 50/50 RAFFLES (FOR $25 A TICKET) WERE ALSO CONDUCTED. OVERALL, THE EVENT NETTED CLOSE TO $150,000. THE UNION HOME FOUNDATION PRESENTED EACH OF THE HIGHLIGHTED NONPROFITS WITH A $25,000 GRANT FROM THE PROCEEDS. | ExplanationTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | OHIO DOES NOT REQUIRE A COMPLETE COPY OF THE FORM 990-PF TO BE PROVIDED. THE OHIO ATTORNEY GENERAL'S OFFICE ADMINISTERS A CHARITABLE REGISTRATION DIVISION WHICH REQUIRES A SEPARATE ANNUAL FILING BY THE FOUNDATION. INFORMATION FROM THE ANNUAL FILING MAY BE RETREIVED ONLINE BY SEARCH AT THE FOLLOWING URL: HTTPS://CHARITABLEREGISTRATION.OHIOATTORNEYGENERAL.GOV/ | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANT APPLICATIONS - REQUESTED INFORMATION | IdentifierTxt |
| Form And Line Reference | PAGE 10, PART XV, LINE 2 | FormAndLineReferenceDesc |
| Medium Explanation | TO APPLY FOR A GRANT, YOU WILL BE PROMPTED TO COMPLETE AN ELIGIBILITY QUIZ BEFORE YOU MAY APPLY. PLEASE ALSO BE PREPARED TO INCLUDE OR UPLOAD THE FOLLOWING INFORMATION:1. YOUR ORGANIZATION'S MISSION STATEMENT, POPULATION SERVED AND A DESCRIPTION OF THE PROJECT OR PROGRAM 2. UPDATED FINANCIAL STATEMENTS 3. PROJECT BUDGETS (IF NECESSARY) AND OTHER SOURCES OF FUNDING (BOTH COMMITTED AND PENDING) 4. A LIST OF THE ORGANIZATION'S BOARD OF DIRECTORS 5. MOST RECENT IRS DETERMINATION LETTER INDICATING 501(C)(3) STATUS | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE FEES | $3,589 | $0 | $0 | $3,589 |
| OFFICE SUPPLIES | $247 | $0 | $0 | $247 |
| 5K EVENT EXPENSES | $9,461 | $0 | $837 | $8,624 |
| GALA EXPENSES | $20,158 | $0 | $13,575 | $6,582 |
| GALA SUPPLIES | $1,125 | $0 | $758 | $367 |
| GALA CATERING & DECOR | $88,330 | $0 | $59,488 | $28,842 |
| GALA ADVERTISING & PROMOTIONS | $13,359 | $0 | $8,997 | $4,362 |
| GALA POSTAGE | $1,584 | $0 | $1,067 | $517 |
| GALA AUCTION PRIZES | $33,984 | $0 | $22,887 | $11,097 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Desc |
| Revenue And Expenses Per Books | $117,086 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $117,086 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACT SERVICES | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,950 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UNION HOME MORTGAGE CORP | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8241 DOW CIRCLE W | AddressLine1Txt |
| City | STRONGSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44136 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NET INVESTMENT INCOME EXCISE TAX | $72 | $0 | $0 | $0 |
| OHIO ANNUAL FILING FEE | $200 | $0 | $0 | $0 |
Comments