2025-05-15T14:30:21-07:00 2024-12-31 990 2024-01-01 453516159 CARE2 FUND AT USLI INC CARE 8005235545 1190 Devon Park Dr - PO Box 6700 Wayne PA 19087 David Skoog Treasurer 6102252287 2025-05-15 1 2024 2025-03-06 01:10:19Z Sasha D Moul 44 Arrowhead Cir Collegeville PA 19426 854365 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 -39224 0 942945 774795 0 0 0 0 -20222 -39224 922723 735571 809840 817052 0 0 0 0 0 0 0 10508 14037 820348 831089 102375 -95518 462692 342175 25000 14857 437692 327318 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 515131 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. 188788 188727 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. 122047 122000 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 2024, donations were made to 99 charitable organizations and fourteen individuals or families in need of specific assistance: nine to assist medical patients and their families with medical or other expenses; three to help cover funeral and living expenses after a sudden death; one to help with emergency expenses after a hurricane and one to help with emergency expenses after a fire. 0 0 0 825966 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 7 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 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 0.3 0 X 0 0 0 Sasha D Moul President 2 0 X 0 0 0 Melissa Engel Secretary 2.0 0.0 X 0 0 0 David A Skoog Treasurer 5 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 3857 448673 0 322265 118794 774795 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 79570 3857 118794 -39224 -39224 0 0 0 0 0 0 0 0 0 0 0 0 0 0 735571 0 -39224 0 X 800052 800052 17000 17000 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 4500 0 4500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3945 3322 623 Costs paid for items in a fundraising basket for silent auction 5592 5592 0 0 0 0 0 831089 825966 5123 0 462692 342175 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 462692 342175 0 14857 25000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 25000 14857 X 437692 327318 0 0 437692 327318 462692 342175 X -95518 0 0 0 0 -14856 X 0 0 0 X 1859552 1948710 1030014 942944 774795 6556015 0 0 0 0 0 0 0 0 0 0 0 0 1859552 1948710 1030014 942944 774795 6556015 5041061 1514954 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6556015 0 0.23108 0.23218 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 2023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Office Equipment Silent Auction 8790 0 8790 0 7780 0 0 0 0 October Together Fundraiser 193431 3857 189574 0 111014 0 0 0 0 0 202221 3857 198364 0 118794 0 0 0 0 118794 79570 1 breastcancer dot org 7 E Lancaster Ave Ardmore PA 19003 233082851 501(c)3 500000 0 Support for breast cancer awareness, outreach and research 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 37374 0 Malaria prevention Marine Toys for Tots Foundation 18251 Quantico Gateway Dr Triangle VA 22172 203021444 501(c)3 20929 0 Outreach for under-served children through gifts of toys Eagles Autism Challenge Inc One NovaCare Way Philadelphia PA 19145 815290310 501(c)3 16668 0 Autism awareness and outreach Boise Rescue Mission Ministries PO Box 1494 Boise ID 83701 820259387 501(c)3 7000 0 Outreach to homeless and addicted individuals Families Forward California 8 Thomas Rd Irvine CA 92618 330086043 501(c)3 7000 0 Outreach to homeless individuals and families Families Forward Philadelphia 111 N 49th St Philadelphia PA 19139 231161210 501(c)3 5000 998 Actual cash value Back to school supplies Outreach to homeless individuals and families Foundation for the Homeless PO Box 684519 Austin TX 78768 742525249 501(c)3 7000 0 Outreach to homeless individuals and families Love A Child Missions 2279 Willow Pass Rd Bay Point CA 94565 742525249 501(c)3 7000 0 Outreach to homeless women and children Marjorie Kovler Center 1331 W Albion Ave Chicago IL 60626 300739799 501(c)3 7000 0 Mental health, medical, and social services to survivors of politically-sanctioned torture and their families Saint Louis Crisis Nursery 11710 Administration Dr Ste 18 Saint Louis MO 63146 431410297 501(c)3 7000 0 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 7000 0 Outreach to homeless youth 13 0 Support for two families who lost their possessions and dwellings due to natural disasters (one hurricane, one fire). 2 1000 0 Support for living expenses and funding for the education of surviving children and families of individuals who died suddenly 3 3500 0 Support for medical and household expenses for individuals undergoing treatment for serious, debilitating illnesses. 9 12500 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 107 68909 Fair Market Value X Auction Prizes: Food and Dining 3 2880 Fair Market Value X Auction Prizes: Travel 25 45580 Fair Market Value X Gifts with Donations 95 1425 Fair Market Value 7 0 0 1 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. Line 28: Gifts with Donations: inexpensive necklaces given as gifts with select donations. 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 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: 11/07/2024 Amount Given: $500,000. Form 990, Part III, Line 4b Activity Classification: Outreach for under-served 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: 09/19/2024. 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: 04/26/2024. Amount Given: $15,000. Date of Gift: 05/27/2024. Amount Given: $22,374. 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: 12/17/2024. Amount Given: $20,929. 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: 06/28/2024. Amount Given: $16,668. 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: 01/23/2024. Amount Given: $7,000. 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: 01/24/2024. Amount Given: $7,000. 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: 01/23/2024. Amount Given: $3,500. Date of Gift: 07/17/2024. Amount Given: $1,500. Date of Gift: 08/28/2024. Amount Given: $191. Date of Gift: 09/30/2024. Amount Given: $807. Activity Classification: Outreach to homeless individuals and families. Grantee name: Foundation for the Homeless, FEIN: 74-2525249. Grantee Relationship: None. Grantee Address: PO Box 684519, Austin, TX 78768. Date of Gift: 01/23/2024. Amount Given: $7,000. Activity Classification: Outreach to homeless women and children. Grantee name: Love A Child Missions, FEIN: 74-2525249. Grantee Relationship: None. Grantee Address: 2279 Willow Pass Rd, Bay Point, CA 94565. Date of Gift: 01/12/2024. Amount Given: $7,000. Activity Classification: Mental health, medical, and social services to survivors of politically-sanctioned torture and their families. Grantee name: Marjorie Kovler Center, FEIN: 30-0739799. Grantee Relationship: None. Grantee Address: 1331 W Albion Ave, Chicago, IL 60626. Date of Gift: 02/06/2024. Amount Given: $7,000. 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: 01/23/2024. Amount Given: $7,000. 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: 01/12/2024. Amount Given: $7,000. 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 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 2024, donations were made to 99 charitable organizations and fourteen individuals or families in need of specific assistance: nine to assist medical patients and their families with medical or other expenses; three to help cover funeral and living expenses after a sudden death; one to help with emergency expenses after a hurricane 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 2024. 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 13 Office Expenses: these consist of online payment processing fees (American Express: $117, PayPal: $52, GreaterGiving: $3,340), 2023 Form 990 E-Filing fee: $86, bank service charges: $50 and the Pennsylvania BC-10 filing fee: $300. Form 990, Part XI, Line 9 Accrual for expenses incurred in 2024 but paid in 2025 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 448673 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.