United Airlines Pilots Retirement

LAKE FOREST, IL EIN: 58-1686601

United Airlines Pilots Retirement is a private foundation, based in LAKE FOREST, IL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 7 grants totaling $4.3M. Net investment income was $315K.

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

About United Airlines Pilots Retirement

Based on IRS filings

United Airlines Pilots Retirement is a private foundation, based in LAKE FOREST, IL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 7 grants totaling $4.3M. Net investment income was $315K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

AshvilleCarbondaleChicagoDaytona BeachGrand ForksHooverLittle RockMill ValeyRomeovilleSan JoseSanta Rosa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$4M$5M20202021202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M1 grants20201 grants20214 grants20226 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

UNITED WE CARE$2.2MUNIVERISITY OF NORTH DAK…$433KSAN JOSE STATE UNIVERSITY$433KLEWIS UNIVERSITY$433KEMBRY-RIDDLE UNIVERSITY$433KSOUTHERN ILLINOIS UNIVER…$433KNANCY ORPIN CO MORNINGSI…$12K

Grant Size Distribution

19 grants across all recorded years

9<$50K2$50–100K2$100–250K5$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CARL EBERLEDIRECTOR3
JEFF ELLISDIRECTOR1
THOMAS G WORKINGERDIRECTOR3
DONALD GREGGDIRECTOR1
ROBERT HELFFERICHTREASURER1
STEVEN S MODDLEDIRECTOR1
ED WEVIKDIRECTOR1
STEVE K SCOTTDIRECTOR1
ELLEN THOMPSONDIRECTOR1
BARRY K DAVIDSONSECRETARY3
DAVID SCHULTZPRESIDENT2

Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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