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.
United Airlines Pilots Retirement Foundation at a glance
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.
- Annual giving (2024)
- $4,338,736
- +1785.8% vs 2023
- Grants made (2024)
- 7
- +16.7% vs 2023
- Average grant
- $619,819
- +1516.4% vs 2023
- Median grant
- $432,673
- Primary geography
- Illinois (70% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who United Airlines Pilots Retirement Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was United We Care ($2.2M). Together the top 6 received $4.3M.
Organizations only. It also paid 1 grant to individuals ($12,000), which are not listed by name.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 9 grants of 19 (47%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 7 itemized grants.
Cities
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.
Giving History
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.
Grants by year
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 |
| 1 grant to individuals Recipients not named | — | $12,000 |
Ready to take the next step with United Airlines Pilots Retirement Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $408,803 | $4,433,136 | $4,338,736 | 7 | $4,338,736 | $314,660 | $158,384 |
| 2023 | $4,024,333 | $106,975 | $272,484 | $230,072 | 6 | $230,072 | $76,906 | $194,318 |
| 2022 | $3,894,136 | $198,887 | $183,888 | $137,900 | 4 | $137,900 | $159,193 | $198,943 |
| 2021 | $4,540,460 | $166,996 | $218,602 | $70,000 | 1 | $169,421 | $125,617 | $213,548 |
| 2020 | $4,127,760 | $143,957 | $157,272 | $50,000 | 1 | — | $105,875 | $186,911 |
| 2019 | $3,992,636 | $421,605 | $92,619 | — | — | — | $416,110 | — |
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.
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. It also paid 1 grant to individuals ($12,000), which are not listed by name. 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.
Data update history
(5)
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
Other open foundation grants in Illinois
Illinois Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in United Airlines Pilots Retirement Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Illinois
KPMG US Foundation Inc
Montvale, NJ
KPMG US Foundation supports education, mental health, community vitality, and community relief and resilience, with grants distributed across the United States. Its 2025 grants had a median of $25,000, though amounts ranged from about $5,000 to $2.2 million. The available information does not say whether it accepts unsolicited requests.
Assets
$12.4M
Grants
387
Total Given
$33.5M
Ann O'Donnell Trumbull Perpetual Charitable Trust
Peoria, IL
The trust supports education and tuition, food assistance, community services, emergency response, and fundraising for childhood disease research. Its 2024 grants ranged from $1,250 to $70,000, with a median of $6,000; 91% of funding went to Illinois, with smaller grants in Michigan, Wisconsin, Iowa, and Florida. It lists a contact and resume as required materials and has no deadline, but does not state whether it accepts unsolicited requests.
Assets
$11.9M
Grants
28
Total Given
$330K
Illinois Alcohol & Other Drug Abuse Professional Cert Association Inc
Springfield, IL
To protect the public by providing competency based credentialing of human service professionals.
Assets
$2.1M
Grants
9
Total Given
$1.8M
Saccomanno Higher Education Foundation
Grand Junction, CO
The foundation primarily funds need-based scholarships for students who live in Mesa County, Colorado, or Carbon County, Utah, to attend accredited colleges, universities, or vocational schools; it also supports select education and research projects. In 2025, grants ranged from $1,500 to $377,808, with a median of $7,000. Scholarship applications are accepted online each year from October 1 through April 30; the profile does not state whether it accepts unsolicited requests for other grants.
Assets
$14.6M
Grants
52
Total Given
$888K
Tulsa Community Foundation
Tulsa, OK
Tulsa Community Foundation supports charitable causes through donor-advised grants and selected funds, including scholarships, emergency assistance, disaster relief, arts and humanities, healthcare, and financial literacy, primarily in the Tulsa metro area and eastern Oklahoma, with some giving elsewhere in the United States. Its 2024 median grant was $18,560; selected field-of-interest funds have application cycles, but the profile does not state whether it accepts unsolicited requests generally.
Assets
$1.1B
Grants
1,066
Total Given
$158.6M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
More similar funders
More Funders in Illinois
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from United Airlines Pilots Retirement Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
United Airlines Pilots Retirement Foundation down — hundreds of funders to go?