UKRAINIAN CATHOLIC EDUCATION FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UKRAINIAN CATHOLIC EDUCATION FOUNDATION (EIN 36-4126296)
Tax period
2021-01-01 to 2021-06-30
Filed
2022-05-12
IRS object ID
202231329349307563
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-12T16:47:00-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363321958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Desmond & Ahern LtdBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110827 S Western AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60643ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364126296EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Ukrainian Catholic Education FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUKRABusinessNameControlTxt
Phone7732358462PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12247 W Chicago AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60622ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTaras SzmagalaPersonNm
Person TitleChairmanPersonTitleTxt
Phone7732358462PhoneNum
Signature2022-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTarasPersonFirstNm
Person LastSzmagalaPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJason L GierhahnPreparerPersonNm
PTINP02385275PTIN
Phone7737794720PhoneNum
Preparation2022-05-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Ukrainian Catholic University FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerTaras SzmagalaPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12247 W Chicago AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60622ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,845,983GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UCEF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionSupport for educational, religious, and charitable programs concerning Ukrainian Catholics.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers22TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,999,620PYContributionsGrantsAmt
CY Contributions Grants$1,274,528CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,200,690PYInvestmentIncomeAmt
CY Investment Income$248,416CYInvestmentIncomeAmt
PY Other Revenue$4,538PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,204,848PYTotalRevenueAmt
CY Total Revenue$1,522,944CYTotalRevenueAmt
PY Grants And Similar Paid$4,089,833PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$791,287CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$615,304PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$417,556CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$188,240CYTotalFundraisingExpenseAmt
PY Other Expenses$683,368PYOtherExpensesAmt
CY Other Expenses$143,255CYOtherExpensesAmt
PY Total Expenses$5,388,505PYTotalExpensesAmt
CY Total Expenses$1,352,098CYTotalExpensesAmt
PY Revenues Less Expenses$816,343PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$170,846CYRevenuesLessExpensesAmt
Total Assets BOY$18,668,548TotalAssetsBOYAmt
Total Assets EOY$18,368,860TotalAssetsEOYAmt
Total Liabilities BOY$3,491,216TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,113,751TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,177,332NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,255,109NetAssetsOrFundBalancesEOYAmt
MissionThe Organization provides educational and financial support for the Catholic Church and its programs in Ukraine including institutional, information and education support and exchange, research and intellectual development, and teaching materials.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$833,853ExpenseAmt
Grant$791,287GrantAmt
DescThe Foundation's program services include:* Institutional Support - Helps educational and religious institutions in Ukraine to meet present needs and develop endowments for the future.* Information and Education - Promotes public awareness and distributes material about Ukrainian history, culture and spirituality, fostering a deeper knowledge in the United States ofthe Ukrainian Catholic Church.* Exchange Program - Provides opportunities both for Ukrainian students to study or intern in North America (Summer in America program) and for North American teachers and professors to volunteer in Ukraine.* Teaching Materials Program - Collects books and other educational resources in the United States to help rebuild libraries of Catholic institutions in Ukraine.Desc
Total Program Service Expenses$833,853TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonNelson BosacomaPersonNm
Phone7734269881PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12247 W Chicago AveAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60622ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Taras Szmagala
Chairman10.00Yes (X)Yes (X)$0$0$0
Andrew Lencyk
Secretary7.00Yes (X)Yes (X)$0$0$0
Helen Kryshtalowycz
Director5.00Yes (X)$0$0$0
Natalia Klymovska
Director8.00Yes (X)$0$0$0
Dan Schmidt
Director2.00Yes (X)$0$0$0
Boris Lushniak
Director3.00Yes (X)$0$0$0
Anne Chermak Dillen
Director1.00Yes (X)$0$0$0
Joseph Solimini
Chief Operating Officer50.00Yes (X)$100,043$0$14,898
Nelson Bosacoma
Chief Financial Officer40.00Yes (X)$95,050$0$21,988
Alexander Kuzma
Chief Developing Officer40.00Yes (X)$0$0$21,128
FieldValueIRS element (for citing)
Total Reportable Comp From Org$195,093TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$58,014TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$4,993FundraisingAmt
All Other Contributions$1,269,535AllOtherContributionsAmt
Total Contributions$1,274,528TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$89,231TotalRevenueColumnAmt
Exclusion$89,231ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$482,224SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$323,039SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$159,185SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$159,185TotalRevenueColumnAmt
Exclusion$159,185ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$4,993ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,522,944TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$248,416ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$119,489TotalAmt
Program Services$119,489ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$671,798TotalAmt
Program Services$671,798ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$190,253TotalAmt
Program Services$17,123ProgramServicesAmt
Management And General$110,347ManagementAndGeneralAmt
Fundraising$62,783FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$165,597TotalAmt
Program Services$14,904ProgramServicesAmt
Management And General$96,046ManagementAndGeneralAmt
Fundraising$54,647FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$38,785TotalAmt
Program Services$3,491ProgramServicesAmt
Management And General$22,495ManagementAndGeneralAmt
Fundraising$12,799FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$22,921TotalAmt
Program Services$2,063ProgramServicesAmt
Management And General$13,294ManagementAndGeneralAmt
Fundraising$7,564FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,560TotalAmt
Management And General$2,560ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,620TotalAmt
Management And General$15,620ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$13,475TotalAmt
Management And General$13,475ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$969TotalAmt
Management And General$969ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$59,355TotalAmt
Program Services$507ProgramServicesAmt
Management And General$26,352ManagementAndGeneralAmt
Fundraising$32,496FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,881TotalAmt
Program Services$889ProgramServicesAmt
Management And General$5,731ManagementAndGeneralAmt
Fundraising$3,261FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$16,153TotalAmt
Program Services$1,454ProgramServicesAmt
Management And General$9,368ManagementAndGeneralAmt
Fundraising$5,331FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,802TotalAmt
Program Services$100ProgramServicesAmt
Management And General$1,307ManagementAndGeneralAmt
Fundraising$7,395FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,953TotalAmt
Program Services$536ProgramServicesAmt
Management And General$3,453ManagementAndGeneralAmt
Fundraising$1,964FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,600TotalAmt
Management And General$4,600ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
Commissions & fees$4,092$4,092
Dues & subscriptions$1,795$296$1,499

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,352,098TotalAmt
Program Services$833,853ProgramServicesAmt
Management And General$330,005ManagementAndGeneralAmt
Fundraising$188,240FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$241BOYAmt
EOY$241EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,175,319BOYAmt
EOY$4,469,334EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,095,887BOYAmt
EOY$111,440EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$929BOYAmt
EOY$929EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,341BOYAmt
EOY$4,634EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$84,090LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$76,431LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,150BOYAmt
EOY$7,659EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$12,300,777BOYAmt
EOY$13,697,681EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$74,904BOYAmt
EOY$76,942EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,668,548BOYAmt
EOY$18,368,860EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,736,309BOYAmt
EOY$1,548,599EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$754,907BOYAmt
EOY$565,152EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,491,216BOYAmt
EOY$2,113,751EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,278,821BOYAmt
EOY$15,344,902EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$898,511BOYAmt
EOY$910,207EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,177,332BOYAmt
EOY$16,255,109EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,668,548BOYAmt
EOY$18,368,860EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$170,846ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$904,893NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2,038OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,946,062CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,871,716CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,995,879CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,637,047CurrentTaxYearMinus1YearAmt
Current Tax Year$1,274,528CurrentTaxYearAmt
Total$22,725,232TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,946,062CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,871,716CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,995,879CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,637,047CurrentTaxYearMinus1YearAmt
Current Tax Year$1,274,528CurrentTaxYearAmt
Total$22,725,232TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$8,003,542SubstantialContributorsTotAmt
Public Support Total170$14,721,690PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$394,562CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$417,254CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$408,728CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$341,374CurrentTaxYearMinus1YearAmt
Current Tax Year$89,231CurrentTaxYearAmt
Total$1,651,149TotalAmt
FieldValueIRS element (for citing)
Total Support$24,376,381TotalSupportAmt
Gross Receipts Rltd Activities$268,161GrossReceiptsRltdActivitiesAmt
Public Support CY1700.60390PublicSupportCY170Pct
Public Support PY1700.54860PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceThis filing is a short year 01/01/21-06/30/21, change in accFormAndLineReferenceDesc
ExplanationThis 990 is a short year filing for 01/01/21-06/30/21 due to the organization changing its accounting period from 12/31 to 6/30. The organization filed the 12/31/20 990 in a timely manner and is now changing its accounting period to 6/30 with the first 6/30 filing ending 6/30/21.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,110,954BeginningYearBalanceAmt
Contributions$559,508ContributionsAmt
Investment Earnings Or Losses$1,060,611InvestmentEarningsOrLossesAmt
Other Expenditures$501,413OtherExpendituresAmt
End Year Balance$6,229,660EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,224,342BeginningYearBalanceAmt
Contributions$1,060,628ContributionsAmt
Investment Earnings Or Losses$887,016InvestmentEarningsOrLossesAmt
Other Expenditures$1,061,032OtherExpendituresAmt
End Year Balance$5,110,954EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,989,792BeginningYearBalanceAmt
Contributions$1,117,374ContributionsAmt
Investment Earnings Or Losses$1,384,809InvestmentEarningsOrLossesAmt
Other Expenditures$6,267,633OtherExpendituresAmt
End Year Balance$4,224,342EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,020,287BeginningYearBalanceAmt
Contributions$1,261,471ContributionsAmt
Investment Earnings Or Losses-$368,978InvestmentEarningsOrLossesAmt
Other Expenditures$1,922,988OtherExpendituresAmt
End Year Balance$7,989,792EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,226,334BeginningYearBalanceAmt
Contributions$1,592,044ContributionsAmt
Investment Earnings Or Losses$1,134,445InvestmentEarningsOrLossesAmt
Other Expenditures$1,932,536OtherExpendituresAmt
End Year Balance$9,020,287EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.10100PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.89900TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$70,084OtherCostOrOtherBasisAmt
Depreciation$62,425DepreciationAmt
Book Value$7,659BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,006OtherCostOrOtherBasisAmt
Depreciation$14,006DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,659TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,416,400TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$904,893NetUnrealizedGainsInvstAmt
Other Revenue$2,038OtherRevenueAmt
Revenue Not Reported$906,931RevenueNotReportedAmt
Revenue Subtotal$1,509,469RevenueSubtotalAmt
Investment Expenses Not Incld$13,475InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$13,475RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,522,944TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,338,623TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,338,623ExpensesSubtotalAmt
Investment Expenses Not Incld2$13,475InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$13,475ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,352,098TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:Endowment Fund-to be used to educate the youth of Ukraine and purchase books, journals and supplies for the Ukrainian Catholic University.
Part X, Line 2:FIN 48 note from Audited Financial Statements Ukrainian Catholic Education Foundation was granted an exemption from federal income taxes by the Internal Revenue Service pursuant to the provisions of Internal Revenue Code Section 501(c)(3). The Foundation qualifies for the charitable contribution deduction under Section 170(b)(1)(A)(vi) and has been classified as an organization that is not a private foundation under Section 509(a)(1). The tax exempt purpose of the Foundation and the nature in which it operates is described above. Management believes the Foundation continues to operate in compliance with its tax-exempt purpose. Thus, no provision for income tax has been provided for in the financial statements. The Foundation's Form 990s, Return of Organization Exempt from Income Tax, are subject to examination by the IRS, generally for three years after they have been filed. The Foundation has adopted the requirements for accounting for uncertain tax positions and management has determined that the Foundation was not required to record a liability related to uncertain tax positions as of June 30, 2021.
Part XI, Line 2d - Other Adjustments:Change in Present Value of Unitrust 2,038.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Russia & the Newly Independent States-Ukraine00Grants to recipient organizations located in the regionSupport Ukrainian Catholic institutions$671,798
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium00Grants to recipient organizations located in the regionSupport Catholic institutions
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$671,798SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$671,798TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmt
Russia & the Newly Independent States-UkraineEducational, religious, and Institute support.$311,656
Russia & the Newly Independent States-UkraineEducation, institutional and religious support.$360,142
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumEducational, religious, and Institute support.
Russia and Neighboring States - Armenia, Azerbijan, Belarus,Educational, religious, and Institute support.
Russia and Neighboring States - Armenia, Azerbijan, Belarus,Educational, religious, and Institute support.
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2:UCEF closely reviews the proposals and reports of all recipients, and conducts site checkups of all major grantees. Major grantee organizations also send representatives to the US to report directly to the Foundation and its supporters.
Part I, line 3:All grants are approved by the Board of Directors, documented in the board minutes and recorded in the accounting records.
Part III Accounting Method:

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Ukrainian Catholic Archdiocese of PhiladelphiaBusinessNameLine1Txt
FieldValueIRS element (for citing)
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$60,000CashGrantAmt
Purpose Of GrantEnthronement FundPurposeOfGrantTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonNatalia KlymovskaPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionNatalia Klymovska is a member of UCEF's Board of DirectorsRelationshipDescriptionTxt
Transaction$6,200,000TransactionAmt
TransactionNatalia Klymovska is the Director of Development for Ukrainian Catholic University. On June 1, 2019, the Foundation entered into a guarantor agreement with the Overseas Private Investment Corporation (OPIC), to which it will act as the primary guarantor for an estimated $6,200,000 construction loan for a collegium at the Ukrainian Catholic University. The guaranty is expected to last for a term of 12 years, and requires the Foundation to pledge 111% of the outstanding loan amount as collateral.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bThe 990 was reviewed by the Audit Committee prior to filing.
Form 990, Part VI, Section B, line 15aThe Board of Directors determined and approved compensation for the President and Executive Director positions based upon comparison with similar organizations.
Form 990, Part VI, Section C, line 19The organization prints a summary of its financial results in its annual report, which is posted on the organization's website and mailed to its donors each year. The financial statements along with the governing documents are also available upon request.
Form 990, Part XI, line 9:Change in Present Value of Unitrust 2,038.
Form 990, Part XII, line 2c:The process has not changed from the prior year.

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