2023-05-15T09:49:01-07:00 2022-12-31 990 2022-01-01 453516159 CARE2 FUND AT USLI INC CARE 8005235545 1190 Devon Park Dr - PO Box 6700 Wayne PA 19087 David Skoog Treasurer 6102252287 2023-05-14 1 1 11 1 AAL2 2022 2023-04-26 12:10:37Z Sasha Moul 44 Arrowhead Cir Collegeville PA 19426 1102313 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 -13206 0 1948710 1030014 0 0 0 0 -23978 -13206 1924732 1016808 1888627 1002230 0 0 0 0 0 0 0 11336 10731 1899963 1012961 24769 3847 486850 490697 0 0 486850 490697 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 395407 391238 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. 389476 385879 0 Donations of funds raised from USLI employees, clients and customers for disaster relief and in support of charitable causes. 2022 outreach included support for under-served and in-need individuals; mental health treatment; malaria prevention; clean drinking water for Haitians; relief for survivors of mass shootings and their families; pancreatic cancer research and contributions to the American Red Cross for humanitarian aid to Ukraine.Two of the fundraisers were to support the education of the surviving children of individuals lost to illness. 153613 153613 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. $117,750 was contributed to support staff salaries, and $35,863 was contributed toward the construction of new facilities at the farm. 71629 71500 0 Donations to 78 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 $1,000 per cause. Ten of the causes were specific assistance to individuals: six to assist medical patients and their families with medical or other expenses, two to help cover funeral expenses after a sudden death, and one to help with emergency expenses after a fire. 71629 71500 0 1010125 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 0 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 Thomas P Nerney Chairman 1.0 0 X 0 0 0 Joseph J McLaughlin Jr Director 0.3 0 X 0 0 0 Stephen M Lyons Director 0.3 0 X 0 0 0 Sasha Moul President 2.0 X 0 0 0 John Vesey Secretary 2.0 0 X 0 0 0 David A Skoog Treasurer 5.0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 11997 702563 0 315454 85505 1030014 0 0 0 0 0 72299 11997 85505 -13206 -13206 0 0 1016808 0 -13206 0 X 894230 894230 108000 108000 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 2500 0 2500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8231 7895 336 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 1012961 1010125 2836 0 486850 490697 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 486850 490697 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 486850 490697 0 0 486850 490697 486850 490697 3847 0 0 0 0 0 X 0 0 0 X 553871 619431 1859552 1948710 1030014 6011578 0 0 0 0 0 0 0 0 0 0 0 0 553871 619431 1859552 1948710 1030014 6011578 4606156 1405422 0 0 0 0 0 0 0 0 0 0 0 0 6011578 0 0.23379 0.23710 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 2022 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 2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Spring Fundraiser 13355 3415 9940 0 4970 0 0 0 0 October Together 156446 8582 147864 0 80535 0 0 0 0 0 169801 11997 157804 0 85505 0 0 0 0 85505 72299 1 BreastcancerDotOrg 7 E Lancaster Ave Ardmore PA 19003 233082851 19003 390000 0 Support for breast cancer awareness, outreach and research Urban Creators 2315 N 11th St Philadelphia PA 19133 464004947 501(c)3 153613 0 Support for an urban farm and community outreach organization. $117,750 was designated for staff salaries and $35,863 was given to support construction and infrastructure projects. American Red Cross 431 18th St NW Washington DC 20006 530196605 501(c)3 60000 Humanitarian aid for Ukraine. Poured Out Inc PO Box 127 Willis MI 48191 273124701 501(c)3 52545 0 Funding to construct water filter houses on Haiti to provide safe clean drinking water. United Nations Foundation United to Beat Malaria 1750 Pennsylvania Ave Ste 350 Washington DC 20006 582368165 501(c)3 48700 0 Malaria prevention Team IMPACT Inc 500 Victory Rd Quincy MA 02171 451837673 501(c)3 33791 0 Support for matching critically ill children with college sports teams for therapeutic healing. 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. Community Foundation Texas Hill Country Inc 241 Earl Garrett St Kerrville TX 78028 742225369 501(c)3 20000 0 Support for the Uvalde Strong Survivors' Fund for the survivors and families of the Uvalde, TX mass shooting. National Center for Victims of Crime Inc PO Box 101207 Arlington VA 22210 300022798 501(c)3 20000 0 Contribution to the Buffalo 05/14 Survivors' Fund in support of the survivors and families of the Buffalo, NY mass shooting. Pancreatic Cancer Action Network Inc 1500 Rosecrans Ave No 200 Manhattan Beach CA 90266 330841281 501(c)3 15000 0 Support for pancreatic cancer research and for aid to those battling the illness. 10 0 Support for education of surviving children of individuals who died suddenly. 2 100000 0 Support for medical and household expenses for individuals undergoing treatment for serious, debilitating illnesses. 6 5750 0 Support for funeral expenses for suddenly deceased individuals 2 2000 0 Support for a family who lost their apartment to a fire. 1 250 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 4 1500 Fair Market Value X Gifts with donations 116 1740 Fair Market Value X Auction Prizes: Food and Dining 7 4729 Fair Market Value X Auction Prizes: Goods 101 52220 Fair Market Value X Auction Prizes: Travel 26 25316 Fair Market Value 18 0 0 1 Schedule M, Part I, Lines 25-28 Line 25 - Gifts with Donations: inexpensive bracelets given as gifts with select donations. Line 26 - Auction Prizes: Food and Dining: Auction prize baskets consisting of food items and related equipment. Line 27 - Auction Prizes: Goods: Auction prize baskets containing gifts, gift cards, electronics, cosmetics and other items not categorized. Line 28: 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 BiddingForGood Inc. to conduct an on-line auction 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: 12/01/2022. Amount Given: $390,000. Form 990, Part III, Line 4b Activity Classification: Specific Assistance. Grantee name: Juliana Heffner Trust, Grantee Relationship: None. Grantee Address: 3 Radnor Corporate Center - Ste 400, Radnor, PA 19087. Date of Gift: 02/10/2022. Amount Given: $75,000. Activity Classification: Specific Assistance. Grantee name: Grace Dickson. Grantee Relationship: None. Grantee Address: 10828 Cody Ln, Fishers, IN 46037. Date of Gift: 01/12/2022. Amount Given: $25,000. 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: 12/14/2022. Amount Given: $4,058. Activity Classification: Funding for water filters in Haiti. Grantee name: Clean Water for Haiti. FEIN: 20-2586482.Grantee Relationship: None. Grantee Address: PO Box 871181, Vancouver, WA 98687. Date of Gift: 05/26/2022. Amount Given: $2,545. Activity Classification: Funding for survivors and families of an apartment fire. Grantee name: The Fund for the School District of Philadelphia. FEIN: 20-0153451.Grantee Relationship: None. Grantee Address: 30 S 17th St, Philadelphia, PA 19103. Date of Gift: 02/18/2022. Amount Given: $2,510. 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: 07/29/2022. Amount Given: $1,730. For details concerning organizations who received $5,000 or more, please refer to Schedule I: American Red Cross, Poured Out Inc., UN Foundation - United to Beat Malaria, Team IMPACT Inc., The Bryn Mawr Hospital Foundation, Community Foundation Texas Hill Country Inc., National Center For Victims of Crimes, Pancreatic Cancer Action Network Inc. 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: 01/11/2022 Amount of Gift: $9,375; Date of Gift: 02/09/2022 Amount of Gift: $10,187.50; Date of Gift: 03/03/2022 Amount of Gift: $10,187.50; Date of Gift: 04/06/2022 Amount of Gift: $11,000; Date of Gift: 05/08/2022 Amount of Gift: $11,000; Date of Gift: 06/08/2022 Amount of Gift: $11,000; Date of Gift: 07/21/2022 Amount of Gift: $11,000; Date of Gift: 08/03/2022 Amount of Gift: $11,000; Date of Gift: 09/08/2022 Amount of Gift: $11,000; Date of Gift: 10/05/2022 Amount of Gift: $11,000; Date of Gift: 11/07/2022 Amount of Gift: $11,000; Date of Gift: 12/01/2022 Amount of Gift: $11,000;Activity Classification: Donation in support of facilities improvement at 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: 08/19/2022, Amount of Gift: $35,863.27. Form 990, Part III, Line 4d Donations to 78 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 $1,000 per cause. Ten of the causes were specific assistance to individuals: six to assist medical patients and their families with medical or other expenses, two to help cover funeral expenses after a sudden death, and one 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 2022. Form 990, Part IX, Line 13 Office Expenses: these consist of online payment processing fees (American Express: $1,294, PayPal: $2,833, GreaterGiving: $3,768), 2020 Form 990 E-Filing fee: $86, and the Pennsylvania BC-10 filing fee: $250. 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 702563 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.