United Airlines Pilots Retirement
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
Under IRS private-foundation payout rules, United Airlines Pilots Retirement reported a distributable amount of $158K for 2024 — the minimum it must pay out in qualifying distributions.
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
Cities
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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include United We Care ($2,163,371), Univerisity of North Dakota ($432,673), San Jose State University ($432,673).
| Recipient | Purpose | Amount |
|---|---|---|
| NANCY ORPIN CO MORNINGSIDE OF RIVER LITTLE ROCK, AR | GRANTS TO FAMILIES | $12,000 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CARL EBERLE | DIRECTOR | 3 | — |
| JEFF ELLIS | DIRECTOR | 1 | — |
| THOMAS G WORKINGER | DIRECTOR | 3 | — |
| DONALD GREGG | DIRECTOR | 1 | — |
| ROBERT HELFFERICH | TREASURER | 1 | — |
| STEVEN S MODDLE | DIRECTOR | 1 | — |
| ED WEVIK | DIRECTOR | 1 | — |
| STEVE K SCOTT | DIRECTOR | 1 | — |
| ELLEN THOMPSON | DIRECTOR | 1 | — |
| BARRY K DAVIDSON | SECRETARY | 3 | — |
| DAVID SCHULTZ | PRESIDENT | 2 | — |
Frequently Asked Questions
Where does United Airlines Pilots Retirement operate?
United Airlines Pilots Retirement has awarded grants in Alabama, Arkansas, California, Florida, Illinois, North Carolina, North Dakota.
What size grants does United Airlines Pilots Retirement award?
In 2024, United Airlines Pilots Retirement awarded 7 grants totaling $4.3M — an average of about $620K per grant, based on its IRS Form 990 filings.
How much is United Airlines Pilots Retirement required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, United Airlines Pilots Retirement 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's EIN?
United Airlines Pilots Retirement's EIN (Employer Identification Number) is 58-1686601. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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