2026-09-10T09:52:00-07:00 2025-12-31 990 2025-01-01 453516159 CARE2 FUND AT USLI INC CARE 8005235545 1190 Devon Park Dr - PO Box 6700 Wayne PA 19087 David Skoog Treasurer 6102252287 2026-05-14 2025 X Sasha D Moul 44 Arrowhead Cir Collegeville PA 19426 1027560 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 -61653 0 774795 960471 0 0 0 0 -39224 -61653 735571 898818 817052 867038 0 0 0 0 0 0 2395 14037 14173 831089 881211 -95518 17607 342175 344926 14857 10960 327318 333966 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 502749 500000 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. 215605 215441 0 Donations of funds raised from USLI employees, clients and customers for disaster relief and in support of charitable causes. 2025's outreach included support for under-served and in-need individuals; mental health treatment; malaria prevention; cancer research and treatment; and outreach for individuals with autism. 151635 151597 0 The CARE2 Fund at USLI Inc original mission is to allow employees of United States Liability Insurance Company to request donations to be made to organizations or causes to which they have a personal connection. These causes include 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 $500 to $1,500 per cause. In 2025, donations were made to 169 charitable organizations and 20 individuals or families in need of specific assistance: twelve to assist medical patients and their families with medical or other expenses; four to help with emergency expenses after a fire and four to help cover funeral and living expenses after a sudden death. 0 0 0 869989 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 0 0 0 0 0 0 0 0 X 3 2 0 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 X 0 0 0 Joseph J McLaughlin Jr Director 0.3 X 0 0 0 Stephen M Lyons Director 0.3 X 0 0 0 Sasha D Moul President 2.0 X 0 0 0 Melissa Engel Secretary 2.00 X 0 0 0 David A Skoog Treasurer 5.0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 7405 594598 0 358468 128742 960471 0 0 0 0 0 67089 7405 128742 -61653 -61653 0 0 898818 0 -61653 0 X 849538 849538 17500 17500 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 8250 0 8250 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3528 2951 577 0 2395 0 0 2395 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 881211 869989 8827 2395 342175 344926 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 342175 344926 14857 10960 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14857 10960 X 327318 333966 0 0 327318 333966 342175 344926 X 17607 0 0 0 0 -10959 X 0 0 0 X 1948710 1030014 942944 774795 960471 5656934 0 0 0 0 0 0 0 0 0 0 0 0 1948710 1030014 942944 774795 960471 5656934 4083817 1573117 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5656934 0 0.27809 0.23108 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. 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 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 improved by almost 3% over 2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED October Together Silent Auction 162987 7365 155622 0 92212 0 0 0 0 Summer Silent Auction 40249 40 40209 0 36530 0 0 0 0 0 203236 7405 195831 0 128742 0 0 0 0 128742 67089 1 breastcancer dot org 7 E Lancaster Ave Ardmore PA 19003 233082851 501(c)3 500000 Cash Support for breast cancer awareness, outreach and research Team IMPACT 500 Victory Rd Quincy MA 02171 451837673 501(c)3 60000 Cash Support for matching critically ill children with college sports teams athletes for therapeutic healing. UN Foundation dba United to Beat Malaria 1750 Pennsylvania Ave Ste 350 Washington DC 20006 582368165 501(c)3 42196 Cash Support for their campaign to fight malaria. Marine Toys for Tots Foundation 18251 Quantico Gateway Dr Triangle VA 22172 203021444 501(c)3 16306 Cash value purchase price Toys and games Outreach for under-served children through gifts of toys. Eagles Autism Challenge Inc One NovaCare Way Philadelphia PA 19145 815290310 501(c)3 17992 Cash Autism awareness and outreach Boise Rescue Mission Ministries PO Box 1494 Boise ID 83701 820259387 501(c)3 10000 Outreach to homeless and addicted individuals Childrens Home & Aid Society of Illinois dba Brightpoint 200 W Monroe St Ste 2100 Chicago IL 60606 362167743 501(c)3 10000 Cash Outreach to underserved children Families Forward California 8 Thomas Rd Irvine CA 92618 330086043 Schedule O 501(c)3 10000 Cash Outreach to homeless individuals and families Forward Philadelphia 111 N 49th St Philadelphia PA 19139 231161210 501(c)3 10695 Cash Outreach to homeless individuals and families. Foundation for the Homeless PO Box 684519 Austin TX 78768 742525249 501(c)3 10000 Cash Outreach to homeless individuals and families. Love A Child Missions 2279 Willow Pass Rd Bay Point CA 94565 680304743 501(c)3 10000 Cash Outreach to homeless women and children. Neighbors Together Inc 2105 Cosgrove Ave North Charleston SC 29405 570794782 501(c)3 10000 Cash Outreach to homeless individuals and families St Louis Crisis Nursery 11710 Administration Dr Ste 18 Saint Louis MO 63146 431410297 501(c)3 10000 Cash Outreach to children and families facing emergencies caused by illness, homelessness, domestic violence, or overwhelming parental stress Urban Peak Denver 1630 S Acoma St Denver CO 80233 841212246 501(c)3 10000 Cash Outreach to homeless youth 14 0 Support for funeral expenses after an unanticipated death 4 1000 0 Cash Support for families who lost their possessions and dwellings due to fires. 4 2000 0 Cash Support for medical and household expenses for individuals undergoing treatment for serious, debilitating illnesses. 12 14500 0 Cash 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 11 5302 Fair Market Value X Auction Prizes: Goods 125 86992 Fair Market Value X Auction Prizes: Food and Dining 7 4408 Fair Market Value X Auction Prizes: Travel 21 32040 Fair Market Value 0 0 0 1 Schedule M, Part I, Line 18 Auction Prizes: Sports Memorabilia: Autographed or otherwise collectible sports-related items. Schedule M, Part I, Lines 25-28 Line 25 - Auction Prizes: Goods: Auction prize baskets containing gifts, gift cards, electronics, cosmetics and other items not categorized. Line 26 - Auction Prizes: Food and Dining: Auction prize baskets consisting of food items and related equipment. Line 27 - Auction Prizes: Travel: Auction Prize baskets containing sports tickets, golf green fees and vacation packages. Schedule M, Part I, Line 32b We use a firm called OneSource Inc. to conduct an on-line auction for us; OneSource uses a firm called Greater Giving as the clearing house for transferring the funds from the winning bids to our bank account. Form 990, Header, Line B Return is being amended to include 2025 information unintentionally omitted from the original filing. 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: 11/12/2025 Amount Given: $500,000. Form 990, Part III, Line 4b Form 990, Part III, Line 4b - Activity Classification: Outreach for underserved children via sports. Grantee name: Team IMPACT Inc. FEIN: 45-1837673. Grantee Relationship: None. Grantee Address: 500 Victory Rd, Quincy, MA 02171. Date of Gift: 09/05/2025. Amount Given: $60,000. 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: 05/15/2025. Amount Given: $39,000. Date of Gift: 07/11/2025. Amount Given: $3,196. 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: 12/21/2025. Amount Given: $16,306. 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: 05/15/2025. Amount Given: $17,992 Activity Classification: Outreach to homeless and addicted individuals. Grantee name: Boise Rescue Mission Ministries. FEIN: 82-0259387. Grantee Relationship: None. Grantee Address: PO Box 1494, Boise, ID 83701. Date of Gift: 01/10/2025. Amount Given: $10,000. Activity Classification: Outreach to underserved children. Grantee name: Brightpoint (Children's Home & Aid Society of Illinois). FEIN: 36-2167743. Grantee Relationship: None. Grantee Address: 200 W Monroe St Ste 2100, Chicago, IL 60606. Date of Gift: 01/10/2025. Amount Given: $10,000. Activity Classification: Outreach to homeless individuals and families. Grantee name: Families Forward California, FEIN: 33-0086043. Grantee Relationship: None. Grantee Address: 8 Thomas Rd, Irvine, CA 92618. Date of Gift: 01/10/2025. Amount Given: $10,000. Activity Classification: Outreach to homeless individuals and families. Grantee name: Families Forward Philadelphia. FEIN: 23-1161210. Grantee Relationship: None. Grantee Address: 111 N 49th St, Philadelphia, PA 19139. Date of Gift: 01/10/2025. Amount Given: $10,000. Date of Gift: 08/18/2025. Amount given: $695.Activity Classification: Outreach to homeless individuals and families. Grantee name: Foundation for the Homeless Inc, FEIN: 74-2525249. Grantee Relationship: None. Grantee Address: PO Box 684519, Austin, TX 78768. Date of Gift: 01/10/2025. Amount Given: $10,000. Activity Classification: Outreach to homeless women and children. Grantee name: Love A Child Missions, FEIN: 68-0304743. Grantee Relationship: None. Grantee Address: 2279 Willow Pass Rd, Bay Point, CA 94565. Date of Gift: 01/10/2025. Amount Given: $10,000. Activity Classification: Outreach to homeless individuals and families. Grantee name: Neighbors Together Inc, FEIN: 57-0794782. Grantee Relationship: None. Grantee Address: 2105 Cosgrove Ave, North Charleston, SC 29405. Date of Gift: 01/10/2025. Amount Given: $10,000. Activity Classification: Outreach to children and families facing emergencies caused by illness, homelessness, domestic violence, or overwhelming parental stress . Grantee name: St. Louis Crisis Nursery, FEIN: 43-1410297. Grantee Relationship: None. Grantee Address: 11710 Administration Dr - Ste 18, Saint Louis, MO 63146. Date of Gift: 01/10/2025. Amount Given: $10,000. Activity Classification: Outreach to homeless youth. Grantee name: Urban Peak Denver, FEIN: 84-1212246. Grantee Relationship: None. Grantee Address: 1630 S Acoma St, Denver, CO 80233. Date of Gift: 01/10/2025. Amount Given: $10,000. Form 990, Part III, Line 4c Form 990, Part III, Line 4c: The CARE2 Fund at USLI Inc original mission is to allow employees of United States Liability Insurance Company to request donations to be made to organizations or causes to which they have a personal connection. These causes range 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 $500 to $1,500 per cause. In 2025, donations were made to 169 charitable organizations and 20 individuals or families in need of specific assistance: twelve to assist medical patients and their families with medical or other expenses; four to help with emergency expenses after a fire, four to help cover funeral and living expenses after a sudden death. 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 completed 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 2025. Form 990, Part VII, Section A, Line 1a All officers and directors are volunteers who receive no compensation for their work Form 990, Part IX, Line 9 Accrual for expenses incurred in 2025 but paid in 2026 Form 990, Part IX, Line 13 These consist of online payment processing fees (American Express: $25, PayPal: $51, GreaterGiving: $2,971), 2024 Form 990 E-Filing fee: $47, bank service charges: $184 and the Pennsylvania BC-10 filing fee: $250. Form 990, Part IX, Line 14 We use a web hosting firm called OneCause to host our on-line silent auctions. Their hosting fee for 2025 was $2,395. Form 990, Part XI, Line 9 Accrual for expenses incurred in 2025 but paid in 2026 US Investment Corporation 1190 Devon Park Dr Wayne PA 19087 954834036 Insurance Holding Company PA N/A C 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 594598 Funds contributed by US Investment Corporation to support the mission of the CARE2 Fund, corporate match for employee fundraisers. 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. This filing is an amended return based on 2025 information discovered after our timely original filing.