2024-05-15T16:21:06-07:00 2023-12-31 990 2023-01-01 453516159 CARE2 FUND AT USLI INC CARE 8005235545 1190 Devon Park Dr - PO Box 6700 Wayne PA 19087 David Skoog Treasurer 6102252287 2024-05-15 David Skoog 999009999 1 1 11 1 AAL2 2023 2023-04-26 12:10:37Z Sasha D Moul 44 Arrowhead Cir Collegeville PA 19426 1009060 0 X http://care2fund.usli.com X 2011 PA To provide the employees of USLI the opportunity to request donations to be made to charities and causes to which they have a direct, personal connection, and to serve as a portal for funds raised from USLI employees and customers to support a broad range of charitable causes and organizations. 3 2 0 10 -20222 0 1030014 942945 0 0 0 0 -13206 -20222 1016808 922723 1002230 937720 0 0 0 0 0 0 0 10731 13009 1012961 950729 3847 -28006 490697 462691 0 0 490697 462691 X To provide the employees of USLI the opportunity to request donations to be made to charities and causes to which they have a direct, personal connection, and to serve as a portal for funds raised from USLI employees and customers to support a broad range of charitable causes and organizations. 0 0 503681 500250 0 The CARE2 Fund at USLI Inc. has a long-standing relationship with breastcancer.org, a local charity specializing in breast cancer outreach, education and research. Every October we hold a series of October Together fundraisers including a silent auction. This our largest fundraiser of the year. 238965 237420 0 Donations of funds raised from USLI employees, clients and customers for disaster relief and in support of charitable causes. 2023's outreach included support for under-served and in-need individuals; mental health treatment; malaria prevention; cancer research and treatment; and relief for the wildfires on Maui 88000 88000 0 The CARE2 Fund at USLI Inc has entered into a partnership with Urban Creators, a 501(c)3 urban farm in Philadelphia working to feed and educate under-served families. $88,000 was contributed to support staff salaries. 112173 112050 0 Donations to 110 causes suggested by members of the USLI Community, ranging from medical support for critically ill children to support for individuals and teams participating in fundraising events to support for community and outreach organizations such as animal shelters, counseling centers, domestic violence centers, and feeding programs. All donations range from $250 to $1,500 per cause. Eighteen of the causes were specific assistance to individuals: ten to assist medical patients and their families with medical or other expenses, six to help cover funeral and living expenses after a sudden death, and two to help with emergency expenses after a fire. 112173 112050 0 942819 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 1 1 1 1 1 18 0 0 0 0 0 0 0 X 3 2 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 PA X David Skoog 6102252287 1190 Devon Park Dr - PO Box 6700 Wayne PA 19087 X Thomas P Nerney Chairman 1 0 X 0 0 0 Joseph J McLaughlin Jr Director 0.3 0 X 0 0 0 Stephen M Lyons Director 0.30 0 X 0 0 0 Sasha D Moul President 2 0 X 0 0 0 John Vesey Secretary 2 0 X 0 0 0 David A Skoog Treasurer 5 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 7035 646267 0 289643 87587 942945 0 0 0 0 0 0 0 0 0 66115 7035 86337 -20222 -20222 0 0 922723 0 -20222 0 X 915670 915670 22050 22050 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7500 0 7500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5509 5099 410 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 950729 942819 7910 0 490697 462691 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 490697 462691 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 490697 462691 0 0 490697 462691 490697 462691 -28006 0 0 0 0 0 X 0 0 0 X 619431 1859552 1948710 1030014 942944 6400651 0 0 0 0 0 0 0 0 0 0 0 0 619431 1859552 1948710 1030014 942944 6400651 4914551 1486100 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6400651 0 0.23218 0.23379 X Our organization continues to solicit funds from the general public and our community, with frequent appeals for contributions in response to natural disasters and tragedies, and through other fundraising activities. Public support for 2023 alone stands at 32%. When the COVID-19 pandemic exploded in the spring of 2020, our related organization, US Investment Corporation, wanted to make a meaningful response. We began our partnership with 12th Street Catering to provide meals to front-line healthcare workers, and to under-served families in coordination with Urban Creators. As the pandemic wound down in 2021, we ceased the meals to the front-line healthcare workers in May 2021 and the meals through Urban Creators at the end of December 2021. This outreach represented over half of the support we received in 2020 and 2021, as well as over half of our charitable giving in those years. The program ceased at the end of 2021; the support we receive from our related organization has returned to normal levels in 2022. Due to the nature of the five-year calculation and the two COVID-19 impacted years, our 33.3% support average has not improved much over 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Gym Equipment Silent Auction 13226 1025 12201 0 6850 0 0 0 0 October Together 146261 6010 140251 0 79487 0 0 0 0 0 159487 7035 152452 0 86337 0 0 0 0 86337 66115 1 BreastcancerDotOrg 7 E Lancaster Ave Ardmore PA 19003 233082851 501(c)3 500250 0 Support for breast cancer awareness, outreach and research Urban Creators 2315 N 11th St Philadelphia PA 19133 464004947 501(c)3 88000 0 Staff salary support for an urban farm and community outreach organization. Team IMPACT Inc 500 Victory Rd Quincy MA 02171 451837673 501(c)3 50000 0 Support for matching critically ill children with college sports teams athletes for therapeutic healing. United Nations Foundation United to Beat Malaria 1750 Pennsylvania Ave Ste 350 Washington DC 20006 582368165 501(c)3 40432 0 Malaria prevention. Marine Toys for Tots Foundation 18251 Quantico Gateway Dr Triangle VA 22172 203021444 501(c)3 36853 0 Outreach for underserved children through gifts of toys. Eagles Autism Challenge Inc One NovaCare Way Philadelphia PA 19145 815290310 501(c)3 27026 0 Autism awareness and outreach. American Red Cross 431 18th St NW Washington DC 20006 530196605 501(c)3 25000 0 Maui Wildfire Relief. The Bryn Mawr Hospital Foundation 130 S Bryn Mawr Ave Bryn Mawr PA 19010 232179020 501(c)3 25000 0 Support for expansion of the hospital's behavioral health inpatient unit. The Liv Project 745 Hollow Rd Wayne PA 19087 861722570 501(c)3 11990 0 Mental health awareness and outreach. Friends of the HTA Inc 94 450 Mokuola St Ste 200 Waipahu HI 96797 463267676 501(c)3 10000 0 Maui Wildfire Relief. Memorial Sloan Kettering Cancer Center 633 Third Ave Fl 4 New York NY 10017 131924236 501(c)3 10000 0 Pancreatic cancer research and treatment. 11 0 Support for two families who lost their possessions and dwellings due to fires. 2 2250 0 Support for living expenses and funding for the education of surviving children and families of individuals who died suddenly, 6 9500 0 Support for medical and household expenses for individuals undergoing treatment for serious, debilitating illnesses. 10 10300 0 Schedule I, Part I, Line 2 We maintain a written policy that specifies the nature of the grants that can be made and the types of organizations that can be supported. In general, grants are made to established 501(c)3 organizations. In a case where we are unfamiliar with an organization, we contact them to verify their charitable status before the release of any funds. For assistance to specific individuals, we verify the existence of a real need and obtain the required contact information regarding the recipient. X Auction Prizes: Goods: Auction prize baskets containing gifts, gift cards, electronics, cosmetics an 118 47397 Fair Market Value X Auction Prizes: Food and Dining: Auction prize baskets consisting of food items & related equipment 6 5250 Fair Market Value X Auction Prizes: Travel: Auction Prize baskets containing sports tickets & vacation packages 34 33275 Fair Market Value X Gifts with Donations: inexpensive necklaces given as gifts with select donations. 56 1665 Fair Market Value 14 0 0 1 Schedule M, Part I, Line 32b We use a firm called BiddingForGood Inc. to conduct on-line auctions for us; BiddingForGood uses a firm called Greater Giving as the clearing house for transferring the funds from the winning bids to our bank account. Form 990, Part III, Line 4a Form 990, Part III, Line 4a - Activity Classification: breast cancer research, outreach and education. Grantee name: breastcancer.org FEIN: 23-3082851 Grantee Relationship: None Grantee Address: 7 E Lancaster Ave, Ardmore, PA 19003. Date of Gift: 05/02/2023. Amount Given: $250. Date of Gift: 11/10/2023. Amount Given: $500,000. Form 990, Part III, Line 4b Form 990, Part III, Line 4b - Activity Classification: Therapeutic healing for terminally ill children via college sports athletes. Grantee name: Team IMPACT Inc. FEIN: 45-1837673. Grantee Relationship: None. Grantee Address: 500 Victory Rd, Quincy, MA 02171. Date of Gift: 09/13/2023. Amount Given: $50,000. Activity Classification: Campaign to fight malaria. Grantee name: UN Foundation - United to Beat Malaria. FEIN: 58-2368165. Grantee Relationship: None. Grantee Address: 1750 Pennsylvania Ave - Ste 350, Washington, DC 20006. Date of Gift: 03/21/2023. Amount Given: $6,741.74. Date of Gift: 05/24/2023. Amount Given: $28,721.69. Date of Gift: 09/14/2023. Amount Given: $4,968.86. Activity Classification: Outreach for underserved children. Grantee name: Marine Toys for Tots Foundation. FEIN: 20-3021444.Grantee Relationship: None. Grantee Address: 18251 Quantico Gateway Dr Triangle, VA 22172. Date of Gift: 01/14/2023. Amount Given: $13,879.99. Date of Gift: 12/21/2023. Amount Given: $22,973.08. Activity Classification: Autism awareness and outreach. Grantee name: Eagles Autism Challenge Inc. FEIN: 81-5290310 Grantee Relationship: None. Grantee Address: One NovaCare Way, Philadelphia, PA 19145. Date of Gift: 06/12/2023. Amount Given: $27,026. Activity Classification: Maui Wildfire Relief. Grantee name: American Red Cross. FEIN: 53-0196605. Grantee Relationship: None. Grantee Address: 431 18th St NW, Washington, DC 20006. Date of Gift: 08/14/2023. Amount Given: $25,000. Activity Classification: Mental health awareness and outreach. Grantee name: The Bryn Mawr Hospital Foundation, FEIN: 23-2179020. Grantee Relationship: None. Grantee Address: 130 S Bryn Mawr Ave, Bryn Mawr, PA 19010. Date of Gift: 12/01/2023. Amount Given: $25,000. Activity Classification: Mental health awareness and outreach. Grantee name: The Liv Project. FEIN: 86-1722570. Grantee Relationship: None. Grantee Address: 745 Hollow Rd, Wayne, PA 19087. Date of Gift: 06/26/2023. Amount Given: $11,990.31. Activity Classification: Maui Wildfire Relief. Grantee name: Friends of the HTA, Inc. FEIN: 46-3267676. Grantee Relationship: None. Grantee Address: 94-450 Mokuola St - Ste 200, Waipahu, HI 96797. Date of Gift: 10/11/2023. Amount Given: $10,000. Activity Classification: Pancreatic Cancer research and treatment. Grantee name: Memorial Sloan Kettering Cancer Center. FEIN: 13-1924236. Grantee Relationship: None. Grantee Address: 633 Third Ave - Fl 4, New York, NY 10017. Date of Gift: 04/25/2023. Amount Given: $10,000. Activity Classification: Gift of farm tools for an urban farm. Grantee name: Heartland Alliance for Human Rights and Needs. FEIN: 36-1877640. Grantee Relationship: None. Grantee Address: 208 S LaSalle St Ste 1300, Chicago, IL 60604. Date of Gift: 06/12/2023. Amount Given: $977.15. Date of Gift: 08/17/2023. Amount Given: $148.30. Date of Gift:09/14/2023. Amount Given: $33.09. Form 990, Part III, Line 4c Form 990, Part III, Line 4c - Form 990, Part III, Line 4c - Activity Classification: Salary support for an urban farm and community outreach organization. Name of Grantee: Urban Creators FEIN: 46-4004947 Grantee Relationship: None Grantee Address: 2315 N 11th St, Philadelphia, PA 19133 Date of Gift: 01/04/2023 Amount of Gift: $11,000; Date of Gift: 02/02/2023 Amount of Gift: $11,000; Date of Gift: 03/01/2023 Amount of Gift: $11,000; Date of Gift: 04/03/2023 Amount of Gift: $11,000; Date of Gift: 05/01/2023 Amount of Gift: $11,000; Date of Gift: 06/01/2023 Amount of Gift: $11,000; Date of Gift: 07/07/2023 Amount of Gift: $11,000; Date of Gift: 08/02/2023 Amount of Gift: $11,000. Form 990, Part III, Line 4d 4d Donations to 110 causes suggested by members of the USLI Community, ranging from medical support for critically ill children to support for individuals and teams participating in fundraising events to support for community and outreach organizations such as animal shelters, counseling centers, domestic violence centers, and feeding programs. All donations range from $250 to $1,500 per cause. Eighteen of the causes were specific assistance to individuals: ten to assist medical patients and their families with medical or other expenses, six to help cover funeral and living expenses after a sudden death, and two to help with emergency expenses after a fire. Form 990, Part VI, Section A, Line 2 The Chairman is the President and CEO of USLI, a related organization. The three officers are all employees of USLI. Form 990, Part VI, Section B, Line 11b The complete Form 990 filing is distributed via e-mail in PDF form to the governing body for review before submission. Any comments or revisions are forwarded to the Treasurer for inclusion in the filing. Form 990, Part VI, Section C, Line 19 All documents are in the control of the Treasurer and may be inspected by the public upon request. No requests were made to review any of the entity's documents during 2023. Form 990, Part IX, Line 13 Form 990, Part IX, Line 13 - Office Expenses: these consist of online payment processing fees (American Express: $898, PayPal: $1,263.87, GreaterGiving: $3,047), 2022 Form 990 E-Filing fee: $86, and the Pennsylvania BC-10 filing fee: $300. US Investment Corporation 1190 Devon Park Dr Wayne PA 19087 954834036 Insurance Holding Company PA N/A C 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 US Investment Corporation c 646267 All amounts were paid by check. The contributions consist of grants to fund the CARE2 Fund at USLI Inc.'s mission, corporate matching grants for major fundraisers, and donated profits from goods sold by the company's gift store. Schedule R, Part IV US Investment Corporation is an insurance holding company domiciled in Pennsylvania. It owns United States Liability Insurance Company (USLI), which is the parent of the CARE2 Fund at USLI Inc.