Nonprofit · EIN 86-1417548
ULLICO FOUNDATION
Tax-exempt · BETHESDA, MD 20814
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $293,311 | $255,641 | $37,670 | $1,710,511 | $0 | $1,710,511 |
| December 31, 2024 | 990 | $1,214,849 | $168,763 | $1,046,086 | $1,672,841 | $0 | $1,672,841 |
| December 31, 2023 | 990 (amended) | $330,437 | $156,285 | $174,152 | $626,755 | $0 | $626,755 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $226,392
- Program service revenue
- $0
- Investment income
- $66,919
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $60,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $66,016
- Accounting fees
- $73,550
- Program services (functional)
- $65,145
- Management and general (functional)
- $178,706
- Fundraising (functional)
- $11,790
Balance sheet and other
- Total assets, start of year
- $1,672,841
- Total assets, end of year
- $1,710,511
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,710,511
- Gross receipts
- $293,311
- Employees
- 0
- Year formed
- 2020
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Hale | Director Trustee or director, Officer | 2 | $0 |
| Darin Hardy | Treasurer Trustee or director, Officer | – | $0 |
| Christine Fletcher | Director Trustee or director | – | $0 |
| Joseph Linehan | Director Trustee or director | – | $0 |
| Stephanie Whalen | Director Trustee or director | – | $0 |
| Patrice Arrington | Director Trustee or director | – | $0 |
| Damon Gasque | Director Trustee or director | – | $0 |
| Nora E Garrote | Director Trustee or director | – | $0 |
| Richard L Trumka | Director Trustee or director | – | $0 |
| Patrick McGlone | President Officer | 2 | $0 |
| Marie-Marcelle Tagliaferri | Secretary Officer | 2 | $0 |
| Adam M Fried | VP Tax Officer | – | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Hale | Director Trustee or director, Officer | 2 | $0 |
| DARIN HARDY | Treasurer Trustee or director, Officer | – | $0 |
| Christine Fletcher | Director Trustee or director | – | $0 |
| Joseph Linehan | Director Trustee or director | – | $0 |
| Stephanie Whalen | Director Trustee or director | – | $0 |
| Patrice Arrington | Director Trustee or director | – | $0 |
| Damon Gasque | Director Trustee or director | – | $0 |
| Nora E Garrote | Director Trustee or director | – | $0 |
| Patrick McGlone | President Officer | 2 | $0 |
| Marie-Marcelle Tagliaferri | Secretary Officer | 2 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Hale | Vice President Trustee or director, Officer | – | $0 |
| DARIN HARDY | Treasurer Trustee or director, Officer | – | $0 |
| Edward Smith | Director Trustee or director | – | $0 |
| Christine Fletcher | Director Trustee or director | – | $0 |
| Joseph Linehan | Director Trustee or director | – | $0 |
| Stephanie Whalen | Director Trustee or director | – | $0 |
| Patrice Arrington | Director Trustee or director | – | $0 |
| Damon Gasque | Director Trustee or director | – | $0 |
| Nora E Garrote | Director Trustee or director | – | $0 |
| Patrick McGlone | President Officer | 2 | $0 |
| Marie-Marcelle Tagliaferri | Secretary Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 7373 WISCONSIN AVENUE STE SUITE 200, BETHESDA, MD 20814-3767
- In care of
- % ADAM M FRIED
- Principal officer (990 for 2025)
- PATRICK McGLONE, 1625 EYE STREET NW, Washington, DC 20006
- Signed the 990
- ADAM FRIED, VICE PRESIDENT TAX
- Phone
- (202) 682-6967
- Return prepared by
- ullico
Mission
100 of the Foundations total time, will be to provide undergraduate and graduate scholarships to students from underrepresented, economically disadvantaged or disadvantaged minority communities with a preference for students pursuing studies in insurance, actuarial/mathematical, business and finance and labor relations or labor history programs.
Program accomplishments
- Scholarships were awarded to Grant recipientsExpenses $60,000 · grants $60,000
- Outside firm used to select and administer the grantsExpenses $5,145
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 86-1417548
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,710,511
- Income (IRS master file)
- $293,311
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $293,311 | $255,641 | $1,710,511 | XML |
| 990 | December 2024 | $1,214,849 | $168,763 | $1,672,841 | XML |
| 990 | December 2023 | $330,437 | $156,285 | $626,755 | XML |
| 990 | December 2022 | $37,800 | $36,197 | $452,603 | IRS |
| 990 | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-1417548).
Questions about ULLICO FOUNDATION
- What is the EIN of ULLICO FOUNDATION?
- The employer identification number (EIN) of ULLICO FOUNDATION is 86-1417548.
- Is ULLICO FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to ULLICO FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ULLICO FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ULLICO FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ULLICO FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ULLICO FOUNDATION?
- The 990 for the year ended December 31, 2025 names PATRICK McGLONE.
- Who are the officers and directors of ULLICO FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ULLICO FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $293,311, expenses of $255,641 and total assets of $1,710,511 at year end.
Other nonprofits in BETHESDA
- UMUC VENTURES INC EIN 81-2898004 · last filed 990 for 2025
- FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES INC EIN 52-0743814 · last filed 990 for 2025
- HOLTON-ARMS SCHOOL INC EIN 53-0196507 · last filed 990 for 2025
- LANDON SCHOOL CORPORATION EIN 52-0635092 · last filed 990 for 2025
- MANAGEMENT LEADERSHIP FOR TOMORROW EIN 52-1795164 · last filed 990 for 2024
- NORWOOD SCHOOL INC EIN 52-0901098 · last filed 990 for 2025
- AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE EIN 23-7190271 · last filed 990 for 2025
- WASHINGTON EPISCOPAL DAY SCHOOL INC EIN 52-1453297 · last filed 990 for 2025