Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE UNION HOME FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)8241 DOW CIRCLE WEST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STRONGSVILLE, OH44136
A Employer identification number

46-3696382
B Telephone number (see instructions)

(440) 536-3496
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$658,056J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 462,148
2 Check bullet.............
3 Interest on savings and temporary cash investments 9,676 9,676  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 117,086 0 117,086
12 Total. Add lines 1 through 11........ 588,910 9,676 117,086
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,500 44 0 2,456
c Other professional fees (attach schedule).... Click to see attachment 3,950 0 0 3,950
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 272 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 14,072 0 9,477 4,595
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 171,837 0 107,609 64,227
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 192,631 44 117,086 75,228
25 Contributions, gifts, grants paid....... 307,667 307,667
26 Total expenses and disbursements. Add lines 24 and 25 500,298 44 117,086 382,895
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 88,612
b Net investment income (if negative, enter -0-) 9,632
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 569,444 53,489 53,489
2 Savings and temporary cash investments.........   604,567 604,567
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 569,444 658,056 658,056
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 569,444 658,056
30 Total net assets or fund balances (see instructions)..... 569,444 658,056
31 Total liabilities and net assets/fund balances (see instructions). 569,444 658,056
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
569,444
2
Enter amount from Part I, line 27a .....................
2
88,612
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
658,056
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
658,056
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 135,606 362,400 0.374189
2016 118,460 230,499 0.513928
2015 0 10,261 0.000000
2014      
2013      
2
Total of line 1, column (d) .....................
2
0.888117
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.296039
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
534,332
5
Multiply line 4 by line 3......................
5
158,183
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
96
7
Add lines 5 and 6........................
7
158,279
8
Enter qualifying distributions from Part XII, line 4,.............
8
382,895
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 96
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 96
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 96
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 100
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet4 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
Yes
 
If "Yes," attach a detailed description of the activities.Click to see attachment
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTPS://WWW.UNIONHOMEMORTGAGE.COM/CORPORATE-SOCIA
    14
    The books are in care ofbulletCHRISTINA FAGAN Telephone no.bullet (440) 536-3496

    Located atbullet8241 DOW CIRCLE WESTSTRONGSVILLEOH ZIP+4bullet44136
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    C WILLIAM COSGROVE JR CHAIRMAN
    2.00     		0 0 0
    1222 WINTERBERRY LANE
    MEDINA,OH44256
    PAULA COSGROVE VICE-CHAIRMAN
    2.00     		0 0 0
    1222 WINTERBERRY LANE
    MEDINA,OH44256
    DONALD GRIFFITHS SECRETARY
    2.00     		0 0 0
    927 RIDGE RD
    HINCKLEY,OH44233
    SCOTT SCHADEN 3118-123118 TREASURER
    2.00     		0 0 0
    8241 DOW CIRCLE W
    STRONGSVILLE,OH44136
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    542,469
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    542,469
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    542,469
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,137
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    534,332
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    26,717
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    26,717
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    96
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    96
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    26,621
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    26,621
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    26,621
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    382,895
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    382,895
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    96
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    382,799
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 26,621
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016...... 106,502
    e From 2017...... 117,630
    fTotal of lines 3a through e........ 224,132
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 382,895
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 26,621
    e Remaining amount distributed out of corpus 356,274
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 580,406
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		580,406
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016.... 106,502
    d Excess from 2017.... 117,630
    e Excess from 2018.... 356,274
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ONLINE GRANT APPLICATION VIA SURVEY
    8241 DOW CIRCLE WEST
    STRONGSVILLE,OH44136
    (440) 536-3496
    GRANTS@UNIONHOMEFOUNDATION.COM
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    2018/2019 GRANT CYCLE GRANT DEADLINE: Q1: FEBRUARY 15, Q2: MAY 15, Q3: AUGUST 15, Q4: NOVEMBER 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALLISON ROSE FOUNDATION
    PO BOX 31842
    INDEPENDENCE,OH44131     		  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,GA30303     		  PC RELAY FOR LIFE CONTRIBUTION TO PROVIDE GENERAL OPERATING SUPPORT. 1,000
    APECA INC
    23371 MULHOLLAND DR STE 197
    WOODLAND HILLS,CA91364     		  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,IN46208     		  PC TO SUPPORT THE LITTLE IMPACTS PROGRAM - LIFE SKILLS THRIVING INDICATOR PROGRAM. 5,000
    BOYS & GIRLS CLUBS OF CLEVELAND
    6114 BROADWAY AVENUE
    CLEVELAND,OH44127     		  PC TO SUPPORT CAREER READINESS FOR CLEVELAND YOUTH. 10,000
    CENTER FOR FINANCIAL HEALTH
    3815 W ST JOSEPH STREET C-200
    LANSING,MI48917     		  PC TO SUPPORT THE FINANCIAL WELLNESS PROGRAM. 5,000
    CHN HOUSING PARTNERS
    2999 PAYNE AVE THIRD FLOOR
    CLEVELAND,OH44114     		  PC TO SUPPORT LEASE PURCHASE/FINANCIAL ADVISORY COUNSELING. 5,000
    CLEVELAND KIDS BOOK BANK
    3635 PERKINS AVE
    CLEVELAND,OH44114     		  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,OH44113     		  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,IN46802     		  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,DE19904     		  PC AWARDED UNION HOME MORTGAGE PARTNER IMPACT AWARD TO PROVIDE OPERATING SUPPORT. 2,000
    EMPOWERING & STRENGTHENING OHIO'S PEOPLE
    11890 FAIRHILL ROAD
    CLEVELAND,OH44120     		  PC TO SUPPORT THE AFFORDABLE HOMEOWNERSHIP INITIATIVE. 5,000
    EMPOWERING YOUTH EXPLORING JUSTICE
    3535 PERKINS AVE
    CLEVELAND,OH44114     		  PC TO PROVIDE GENERAL OPERATING SUPPORT. 2,500
    ENTERPRISE COMMUNITY PARTNERS INC
    1360 E 9TH STREET STE 510
    CLEVELAND,OH44114     		  PC TO SUPPORT THE HOUSING FIRST INITIATIVE. 2,500
    GREATER CLEVELAND FOOD BANK INC
    15500 SOUTH WATERLOO ROAD
    CLEVELAND,OH44110     		  PC TO FUND THE HOLIDAY MATCH CAMPAIGN (SUPPORTS GENERAL OPERATING NEEDS). 10,000
    HOPE TEAM SERVICE ALLIANCE INC
    14200 W CELEBRATE LIFE WAY
    GOODYEAR,AZ85338     		  PC TO PROVIDE OPERATING SUPPORT THROUGH A VOLUNTEER GROUP GRANT. 500
    HABITAT FOR HUMANITY OF HILLSBOROUGH COUNTY FLORIDA
    509 E JACKSON ST
    TAMPA,FL33602     		  PC AWARDED UNION HOME MORTGAGE PARTNER IMPACT AWARD TO PROVIDE OPERATING SUPPORT. 2,000
    HOMELESS YOUTH CONNECTION INC
    9950 W VAN BUREN STREET
    AVONDALE,AZ85323     		  PC TO SUPPORT EMPOWERING YOUTH FOR THE FUTURE. 7,000
    HOMESTRETCH INC
    303 SOUTH MAPLE AVENUE NO 400
    FALLS CHURCH,VA22046     		  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,FL33612     		  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,OH44115     		  PC TO SUPPORT FINANCIAL LITERACY EDUCATION IN 40 CLASSROOMS. 25,000
    MBA OPENS DOORS FOUNDATION
    1919 M STREET
    WASHINGTON,DC20036     		  PC TO PROVIDE MORTGAGE ASSISTANCE GRANTS TO FAMILIES WITH CHILDREN BATTLING ILLNESS. 75,000
    MINDS MATTER OF CLEVELAND OHIO INC
    PO BOX 14519
    CLEVELAND,OH44114     		  PC TO PROVIDE GENERAL OPERATING SUPPORT. 5,000
    NATIONAL KIDNEY FOUNDATION INC
    30 EAST 33RD STREET
    NEW YORK,NY10016     		  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,OH44127     		  PC TO SUPPORT THE FINANCIAL CAPABILITY PROGRAM AND GENERAL OPERATING SUPPORT. 5,000
    PLAYHOUSE SQUARE FOUNDATION
    1501 EUCLID AVE STE 200
    CLEVELAND,OH44115     		  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,OH44106     		  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,OH44103     		  PC TO PROVIDE GENERAL OPERATING SUPPORT. 25,000
    SEEDS OF LITERACY
    3104 W 25TH STREET 3RD FLOOR
    CLEVELAND,OH44109     		  PC TO PROVIDE GENERAL OPERATING SUPPORT. 5,000
    SPECIAL OLYMPICS TEXAS INC
    1804 RUTHERFORD LANE
    AUSTIN,TX78754     		  PC TO PROVIDE OPERATING SUPPORT THROUGH A VOLUNTEER GROUP GRANT. 500
    ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		  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,OH44115     		  PC TO SUPPORT THE 2 GEN, 1 PLAN PROGRAM. 5,000
    THE METROHEALTH FOUNDATION INC
    2500 METROHEALTH DRIVE
    CLEVELAND,OH44109     		  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,OH43215     		  PC TO FUND THE UNION HOME MORTGAGE SCHOLARSHIP. 10,000
    TOWARDS EMPLOYMENT INC
    1255 EUCLID AVENUE NO 300
    CLEVELAND,OH44115     		  PC TO PROVIDE SUPPORT FOR THE REENTRY CAREER PATHWAYS PROGRAM. 30,000
    TURNSTONE DEVELOPMENT CORPORATION
    10 S LASALLE STREET
    CHICAGO,IL60603     		  PC TO PROVIDE OPERATING SUPPORT THROUGH A VOLUNTEER GROUP GRANT. 500
    UNITED CHRUCH OF CHRIST - ORGAN RESTORTATION
    13740 PEARL ROAD
    STRONGSVILLE,OH44136     		  PC TO PROVIDE SUPPORT FOR ORGAN RESTORATION. 2,500
    UNITED WAY
    305 E HIGH STREET
    MOUNT VERNON,OH43050     		  PC TO PROVIDE OPERATING SUPPORT THROUGH A VOLUNTEER GROUP GRANT. 500
    VOLUNTEERS OF AMERICA GREATER OHIO
    1776 EAST BROAD STREET
    COLUMBUS,OH43203     		  PC TO PROVIDE SUPPORTIVE SERVICES TO VETERANS IN BOTH OHIO AND INDIANA IN OBTAINING EMPLOYMENT, AFFORDABLE HOUSING, AND MORE. 25,000
    Total .................................bullet 3a 307,667
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 9,676  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:     01 -64,987  
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 -55,311 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -55,311
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE UNION HOME FOUNDATION INC
     
    Employer identification number

    46-3696382
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE UNION HOME FOUNDATION INC
          		Employer identification number
    46-3696382
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    UNION HOME MORTGAGE CORP
     
    8241 DOW CIRCLE W
     
    STRONGSVILLE, OH44136

    		$ 274,244


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    GALLAGHER & COMPANY
     
    36966 TAIL FEATHER DRIVE
     
    NORTH RIDGEVILLE, OH44039

    		$ 7,279


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    WEINER BRODSKY KIDER
     
    1300 19TH STREET NW FIFTH FLOOR
     
    WASHINGTON, DC20036

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    HYLAND SOFTWARE INC
     
    28500 CLEMENS ROAD
     
    WESTLAKE, OH44145

    		$ 7,279


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    CAMERON ALLIE DEVELOPMENT GROUP LLC
     
    13000 DARICE PARKWAY
     
    STRONGSVILLE, OH44149

    		$ 5,384


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    ELLIE MAE INC
     
    4420 ROSEWOOD DRIVE SUITE 500
     
    PLEASANTON, CA94588

    		$ 7,279


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    THE UNION HOME FOUNDATION INC
          		Employer identification number
    46-3696382
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    VANTAGE FINANCIAL
     
    6200 ROCKSIDE ROAD
     
    INDEPENDENCE, OH44131

    		$ 8,384


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    C WILLIAM COSGROVE JR  
    1222 WINTERBURY LANE
     
    MEDINA, OH44256

    		$ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    THE CLEVELAND CAVALIERS ORGANIZATION
     
    1 CENTER COURT
     
    CLEVELAND, OH44115

    		$ 5,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE UNION HOME FOUNDATION INC
          		Employer identification number

    46-3696382
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SUITE ACCESS (12 TICKETS) TO CIRQUE DU SOLEIL ON A DATE BETWEEN 11/15/18 - 11/18/18 $ 2,500 2018-10-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    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
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SUITE ACCESS (12 TICKETS) TO PANIC! AT THE DISCO ON 1/30/19 $ 2,500 2018-10-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    8
    		 TWO FOURSOMES TO LAUREL VALLEY COUNTRY CLUB $ 5,000 2018-10-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    9
    		 A SUITE (18 TICKETS) FOR THE CLEVELAND CAVALIERS VERSUS GOLDEN STATE WARRIORS ON DECEMBER 5, 2018. $ 5,500 2018-10-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE UNION HOME FOUNDATION INC
          		Employer identification number

    46-3696382
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE UNION HOME FOUNDATION INC
    EIN:
    46-3696382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEE 2,500 44 0 2,456

    TY 2018 ActyNotPreviouslyRptExpln
    Name:
    THE UNION HOME FOUNDATION INC
    EIN:
    46-3696382
    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.

    TY 2018 ExplnOfNonFilingWithAGStmt
    Name:
    THE UNION HOME FOUNDATION INC
    EIN:
    46-3696382
    Statement:
    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/

    TY 2018 GeneralExplanationAttachment
    Name:
    THE UNION HOME FOUNDATION INC
    EIN:
    46-3696382
    Identifier Return Reference Explanation
    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

    TY 2018 OtherExpensesSchedule
    Name:
    THE UNION HOME FOUNDATION INC
    EIN:
    46-3696382
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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


    TY 2018 OtherIncomeSchedule2
    Name:
    THE UNION HOME FOUNDATION INC
    EIN:
    46-3696382
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 117,086   117,086


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE UNION HOME FOUNDATION INC
    EIN:
    46-3696382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONTRACT SERVICES 3,950 0 0 3,950


    TY 2018 SubstantialContributorsSch
    Name:
    THE UNION HOME FOUNDATION INC
    EIN:
    46-3696382
    Name Address
    UNION HOME MORTGAGE CORP 8241 DOW CIRCLE W
    STRONGSVILLE,OH44136


    TY 2018 TaxesSchedule
    Name:
    THE UNION HOME FOUNDATION INC
    EIN:
    46-3696382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NET INVESTMENT INCOME EXCISE TAX 72 0 0 0
    OHIO ANNUAL FILING FEE 200 0 0 0