2019-09-10T08:14:40-05:00 2018-12-31 364267431 PEASE & ASSOCIATES LLC 1422 EUCLID AVE SUITE 400 CLEVELAND OH 44115 990PF 2018-01-01 463696382 THE UNION HOME FOUNDATION INC UNIO 4405363496 8241 DOW CIRCLE WEST STRONGSVILLE OH 44136 CHRISTINA FAGAN EXECUTIVE DIRECTOR 4405363496 2019-08-30 1 KATHRYN DRAKE P01326831 2163489600 64.88.174.3 2019-08-30 09:36:35 ED P 3125123D4997942A9D2868C2DCA8D14ACAA37EF9 F48EF3BDDA3CD888843390A0BDD2782979C0255B 2018 2019-02-21 02:37:17Z X 658056 X 462148 9676 9676 0 117086 0 117086 588910 9676 117086 0 0 0 0 2500 44 0 2456 3950 0 0 3950 272 0 0 0 14072 0 9477 4595 171837 0 107609 64227 192631 44 117086 75228 307667 307667 500298 44 117086 382895 88612 9632 0 569444 53489 53489 604567 604567 569444 658056 658056 0 0 X 0 0 0 0 569444 658056 569444 658056 569444 658056 569444 88612 0 658056 0 658056 0 135606 362400 0.374189 118460 230499 0.513928 0 10261 0.000000 0.888117 0.296039 534332 158183 96 158279 382895 X 96 0 96 0 96 0 100 0 100 0 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 OH 0 0 1 0 0 1 HTTPS://WWW.UNIONHOMEMORTGAGE.COM/CORPORATE-SOCIA CHRISTINA FAGAN 4405363496 8241 DOW CIRCLE WEST STRONGSVILLE OH 44136 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 0 542469 0 542469 0 0 542469 8137 534332 26717 26717 96 96 26621 0 26621 0 26621 382895 0 382895 96 382799 26621 0 0 106502 117630 224132 382895 0 0 0 26621 356274 0 0 580406 0 0 0 0 0 0 0 580406 106502 117630 356274 ONLINE GRANT APPLICATION VIA SURVEY 8241 DOW CIRCLE WEST STRONGSVILLE OH 44136 4405363496 GRANTS@UNIONHOMEFOUNDATION.COM 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. 2018/2019 GRANT CYCLE GRANT DEADLINE: Q1: FEBRUARY 15, Q2: MAY 15, Q3: AUGUST 15, Q4: NOVEMBER 15 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. ALLISON ROSE FOUNDATION PO BOX 31842 INDEPENDENCE OH 44131 PC AWARDED UNION HOME MORTGAGE PARTNER IMPACT AWARD TO PROVIDE OPERATING SUPPORT. 1000 AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW SUITE 400 ATLANTA GA 30303 PC RELAY FOR LIFE CONTRIBUTION TO PROVIDE GENERAL OPERATING SUPPORT. 1000 APECA INC 23371 MULHOLLAND DR STE 197 WOODLAND HILLS CA 91364 PC AWARDED UNION HOME MORTGAGE PARTNER IMPACT AWARD TO PROVIDE OPERATING SUPPORT. 2000 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. 5000 BOYS & GIRLS CLUBS OF CLEVELAND 6114 BROADWAY AVENUE CLEVELAND OH 44127 PC TO SUPPORT CAREER READINESS FOR CLEVELAND YOUTH. 10000 CENTER FOR FINANCIAL HEALTH 3815 W ST JOSEPH STREET C-200 LANSING MI 48917 PC TO SUPPORT THE FINANCIAL WELLNESS PROGRAM. 5000 CHN HOUSING PARTNERS 2999 PAYNE AVE THIRD FLOOR CLEVELAND OH 44114 PC TO SUPPORT LEASE PURCHASE/FINANCIAL ADVISORY COUNSELING. 5000 CLEVELAND KIDS BOOK BANK 3635 PERKINS AVE CLEVELAND OH 44114 PC TO PROVIDE 26,500 BOOKS TO CLEVELAND KIDS OVER WINTER BREAK. 6750 COLLEGE NOW GREATER CLEVELAND INC 50 PUBLIC SQUARE SUITE 1800 CLEVELAND OH 44113 PC TO SUPPORT POSTSECONDARY ADVISORY SERVICES TO LOW INCOME INDIVIDUALS. 5000 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. 2000 DESTINATION DOWNTOWN DOVER 117 W REED ST DOVER DE 19904 PC AWARDED UNION HOME MORTGAGE PARTNER IMPACT AWARD TO PROVIDE OPERATING SUPPORT. 2000 EMPOWERING & STRENGTHENING OHIO'S PEOPLE 11890 FAIRHILL ROAD CLEVELAND OH 44120 PC TO SUPPORT THE AFFORDABLE HOMEOWNERSHIP INITIATIVE. 5000 EMPOWERING YOUTH EXPLORING JUSTICE 3535 PERKINS AVE CLEVELAND OH 44114 PC TO PROVIDE GENERAL OPERATING SUPPORT. 2500 ENTERPRISE COMMUNITY PARTNERS INC 1360 E 9TH STREET STE 510 CLEVELAND OH 44114 PC TO SUPPORT THE HOUSING FIRST INITIATIVE. 2500 GREATER CLEVELAND FOOD BANK INC 15500 SOUTH WATERLOO ROAD CLEVELAND OH 44110 PC TO FUND THE HOLIDAY MATCH CAMPAIGN (SUPPORTS GENERAL OPERATING NEEDS). 10000 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. 2000 HOMELESS YOUTH CONNECTION INC 9950 W VAN BUREN STREET AVONDALE AZ 85323 PC TO SUPPORT EMPOWERING YOUTH FOR THE FUTURE. 7000 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. 5000 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. 5000 JUNIOR ACHIEVEMENT OF GREATER CLEVELAND INC 1422 EUCLID AVENUE SUITE 952 CLEVELAND OH 44115 PC TO SUPPORT FINANCIAL LITERACY EDUCATION IN 40 CLASSROOMS. 25000 MBA OPENS DOORS FOUNDATION 1919 M STREET WASHINGTON DC 20036 PC TO PROVIDE MORTGAGE ASSISTANCE GRANTS TO FAMILIES WITH CHILDREN BATTLING ILLNESS. 75000 MINDS MATTER OF CLEVELAND OHIO INC PO BOX 14519 CLEVELAND OH 44114 PC TO PROVIDE GENERAL OPERATING SUPPORT. 5000 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. 2500 NEIGHBORHOOD HOUSING SERVICES OF GREATER CLEVELAND INC 5700 BROADWAY AVENUE CLEVELAND OH 44127 PC TO SUPPORT THE FINANCIAL CAPABILITY PROGRAM AND GENERAL OPERATING SUPPORT. 5000 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. 2500 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. 25000 SEEDS OF LITERACY 3104 W 25TH STREET 3RD FLOOR CLEVELAND OH 44109 PC TO PROVIDE GENERAL OPERATING SUPPORT. 5000 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. 1500 THE LITERACY COOPERATIVE OF GREATER CLEVELAND 1331 EUCLID AVENUE CLEVELAND OH 44115 PC TO SUPPORT THE 2 GEN, 1 PLAN PROGRAM. 5000 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. 2500 THE OHIO FOUNDATION OF INDEPENDENT COLLEGES 250 E BROAD STREET NO 1700 COLUMBUS OH 43215 PC TO FUND THE UNION HOME MORTGAGE SCHOLARSHIP. 10000 TOWARDS EMPLOYMENT INC 1255 EUCLID AVENUE NO 300 CLEVELAND OH 44115 PC TO PROVIDE SUPPORT FOR THE REENTRY CAREER PATHWAYS PROGRAM. 30000 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. 2500 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. 25000 307667 0 14 9676 01 -64987 0 -55311 0 -55311 0 0 0 0 0 0 0 0 0 0 X X 1 UNION HOME MORTGAGE CORP 8241 DOW CIRCLE W STRONGSVILLE OH 44136 274244 X X 2 GALLAGHER & COMPANY 36966 TAIL FEATHER DRIVE NORTH RIDGEVILLE OH 44039 7279 X 3 WEINER BRODSKY KIDER 1300 19TH STREET NW FIFTH FLOOR WASHINGTON DC 20036 5000 X 4 HYLAND SOFTWARE INC 28500 CLEMENS ROAD WESTLAKE OH 44145 7279 X 5 CAMERON ALLIE DEVELOPMENT GROUP LLC 13000 DARICE PARKWAY STRONGSVILLE OH 44149 5384 X 6 ELLIE MAE INC 4420 ROSEWOOD DRIVE SUITE 500 PLEASANTON CA 94588 7279 X 7 VANTAGE FINANCIAL 6200 ROCKSIDE ROAD INDEPENDENCE OH 44131 8384 X 8 C WILLIAM COSGROVE JR 1222 WINTERBURY LANE MEDINA OH 44256 6000 X X 9 THE CLEVELAND CAVALIERS ORGANIZATION 1 CENTER COURT CLEVELAND OH 44115 5500 X 1 SUITE ACCESS (12 TICKETS) TO CIRQUE DU SOLEIL ON A DATE BETWEEN 11/15/18 - 11/18/18 2500 2018-10-05 1 SUITE ACCESS (12 TICKETS) TO DISNEY ON ICE PRESENTS MICKEY'S SEARCH PARTY BETWEEN 1/11/19 - 1/20/19 2955 2018-10-05 1 SUITE ACCESS (12 TICKETS) TO PANIC! AT THE DISCO ON 1/30/19 2500 2018-10-05 8 TWO FOURSOMES TO LAUREL VALLEY COUNTRY CLUB 5000 2018-10-05 9 A SUITE (18 TICKETS) FOR THE CLEVELAND CAVALIERS VERSUS GOLDEN STATE WARRIORS ON DECEMBER 5, 2018. 5500 2018-10-05 ACCOUNTING FEE 2500 44 0 2456 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. 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/ GRANT APPLICATIONS - REQUESTED INFORMATION PAGE 10, PART XV, LINE 2 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 BANK SERVICE FEES 3589 0 0 3589 OFFICE SUPPLIES 247 0 0 247 5K EVENT EXPENSES 9461 0 837 8624 GALA EXPENSES 20158 0 13575 6582 GALA SUPPLIES 1125 0 758 367 GALA CATERING & DECOR 88330 0 59488 28842 GALA ADVERTISING & PROMOTIONS 13359 0 8997 4362 GALA POSTAGE 1584 0 1067 517 GALA AUCTION PRIZES 33984 0 22887 11097 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 117086 117086 CONTRACT SERVICES 3950 0 0 3950 UNION HOME MORTGAGE CORP 8241 DOW CIRCLE W STRONGSVILLE OH 44136 NET INVESTMENT INCOME EXCISE TAX 72 0 0 0 OHIO ANNUAL FILING FEE 200 0 0 0