United Airlines Pilots Retirement Foundation
United Airlines Pilots Retirement Foundation is a private foundation, based in Lake Forest, IL. IRS filing data is available from 2019 through 2024. In 2024, it awarded 7 grants totaling $4.3M. Net investment income was $315K.
Key facts about United Airlines Pilots Retirement Foundation
In short: United Airlines Pilots Retirement Foundation gave $4.3M across 7 grants in 2024 (avg $620K), mostly in Illinois. Source: 2024 IRS Form 990-PF.
- EIN
- 58-1686601
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $4,338,736
- Grants made (2024)
- 7
- Average grant
- $619,819
- Median grant
- $432,673
- Primary geography
- Illinois (70% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$4.3M
+1785.8% YoY
Grant Count
7
+16.7% YoY
Avg Grant Size
$620K
+1516.4% YoY
Under IRS private-foundation payout rules, United Airlines Pilots Retirement Foundation reported a distributable amount of $158K for 2024 — the minimum it must pay out in qualifying distributions.
How United Airlines Pilots Retirement Foundation gives
- Giving grew 6098% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990 filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 7 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $50K (2020) to $4.3M (2024). In 2024 it made 7 grants totaling $4.3M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
The largest 2024 recipient was United We Care ($2.2M). Together the top 7 received $4.3M.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 9 grants of 19 (47%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United We Care Chicago, IL | Grants to Families | $2,163,371 |
| Univerisity of North Dakota Grand Forks, ND | Grants to Support Mission | $432,673 |
| San Jose State University San Jose, CA | Grants to Support Mission | $432,673 |
| Lewis University Romeoville, IL | Grants to Support Mission | $432,673 |
| Embry-Riddle University Daytona Beach, FL | Grants to Support Mission | $432,673 |
| Southern Illinois University Carbondale, IL | Grants to Support Mission | $432,673 |
| Nancy Orpin Co Morningside of River Little Rock, AR | Grants to Families | $12,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $4,024,333 | $3,894,136 |
| Revenue | $408,803 | $106,975 | $198,887 |
| Expenses | $4,433,136 | $272,484 | $183,888 |
| Qualifying Distributions | $4,338,736 | $230,072 | $137,900 |
| Net Investment Income | $314,660 | $76,906 | $159,193 |
| Distributable Amount | $158,384 | $194,318 | $198,943 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS August 20, 2020)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
United Airlines Pilots Retirement Foundation is led by David Schultz, President on every filing since 2021; none of the 11 officers listed in 2024 report compensation.
Officers on the 2024 filing
David Schultz
President
On filings since 2021
2 hrs/week
No compensation reported
Carl Eberle
Director
President → Director, 2021
On filings since 2019
3 hrs/week
No compensation reported
Donald Gregg
Director
On filings since 2019
1 hr/week
No compensation reported
Ellen Thompson
Director
On filings since 2019
1 hr/week
No compensation reported
Steve K. Scott
Director
On filings since 2019
1 hr/week
No compensation reported
Steven S. Moddle
Director
On filings since 2019
1 hr/week
No compensation reported
Thomas G. Workinger
Director
Treasurer → Director, 2021
On filings since 2019
3 hrs/week
No compensation reported
Ed Wevik
Director
On filings since 2021
1 hr/week
No compensation reported
Jeff Ellis
Director
On filings since 2021
1 hr/week
No compensation reported
Barry K. Davidson
Secretary
Director → Secretary, 2021
On filings since 2019
3 hrs/week
No compensation reported
Robert Helfferich
Treasurer
Director → Treasurer & Director, 2021
Treasurer & Director → Treasurer, 2022
On filings since 2019
1 hr/week
No compensation reported
Former officers (5)
- Former: Dave Schultz (2019–2020) — Director
- Former: Joseph Vitelli (2019–2020) — Director
- Former: Richard E. Miller Jr. (2019–2020) — Secretary
- Former: Donald L. Wright (2019) — Director
- Former: Walt Clark (2019) — Director
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about United Airlines Pilots Retirement Foundation
How much does United Airlines Pilots Retirement Foundation give each year?
United Airlines Pilots Retirement Foundation gave $4.3M across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $230K across 6 grants.
What is United Airlines Pilots Retirement Foundation's typical grant size?
United Airlines Pilots Retirement Foundation's median grant in 2024 was $432,673, and its average grant was $619,819, across 7 grants on its 2024 IRS Form 990-PF.
Where does United Airlines Pilots Retirement Foundation give grants?
United Airlines Pilots Retirement Foundation gives mostly in Illinois: 70% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were North Dakota (10%) and California (10%).
Does United Airlines Pilots Retirement Foundation give general operating support?
Not in 2024: none of the 7 grants with a stated purpose on United Airlines Pilots Retirement Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Grants to Support Mission" (5 grants).
Who are United Airlines Pilots Retirement Foundation's largest grantees?
United Airlines Pilots Retirement Foundation's largest 2024 grantees include United We Care ($2,163,371), Univerisity of North Dakota ($432,673) and San Jose State University ($432,673), according to its 2024 IRS Form 990-PF. Together they received 70% of its itemized 2024 grant dollars.
How much is United Airlines Pilots Retirement Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, United Airlines Pilots Retirement Foundation reported a distributable amount of $158K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is United Airlines Pilots Retirement Foundation's EIN?
United Airlines Pilots Retirement Foundation's EIN (Employer Identification Number) is 58-1686601. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching United Airlines Pilots Retirement Foundation by hand.
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