Ullico Foundation
Donations deductibleRevenue
$1.2m
year to 31 December 2024
Expenses
$169k
year to 31 December 2024
Total assets
$1.7m
$0 liabilities
Net assets
$1.7m
assets less liabilities
Directors and trustees
8
4.8y av
Staff
0
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Officers and senior staff
2
named in Part VII
Ullico Foundation's network
8 peoplei8 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 6 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Brian Hale | Director | 2021 | 5 yrs |
| Christine Fletcher | Director | 2021 | 5 yrs |
| Darin Hardy | Treasurer | 2023 | 3 yrs |
| Damon Gasque | Director | 2022 | 4 yrs |
| Joseph Linehan | Director | 2021 | 5 yrs |
| Nora E Garrote | Director | 2022 | 4 yrs |
| Patrice Arrington | Director | 2022 | 4 yrs |
| Stephanie Whalen | Director | 2021 | 5 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Marie-Marcelle Tagliaferri | Company secretary | since 2021 |
| Patrick McGlone | President | since 2021 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Brian Hale | Director | 2 | $0 | ||
| Darin Hardy | Treasurer | $0 | |||
| Christine Fletcher | Director | $0 | |||
| Joseph Linehan | Director | $0 | |||
| Stephanie Whalen | Director | $0 | |||
| Patrice Arrington | Director | $0 | |||
| Damon Gasque | Director | $0 | |||
| Nora E Garrote | Director | $0 | |||
| Patrick McGlone | President | 2 | $0 | ||
| Marie-Marcelle Tagliaferri | Secretary | 2 | $0 |
No pay was reported for anyone in Part VII on this return.
Colorado roster
13 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263029976). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Damon Gasque | Director |
| Joseph Linehan | Director |
| Brian J Hale | Vice President, Chairman, Director |
| Patrick McGlone | President |
| Darin R Hardy | Treasurer, Director |
| Darin Hardy | |
| Adam M Fried | VP, Tax |
| Christine J Fletcher | Director |
| Richard L Trumka Jr | Director |
| Stephanie B Whalen | Director |
| Nora E Garrote | Director |
| Marie-Marcelle Tagliaferri | Secretary |
| Patrice Arrington | Director |
About
- Legal name
- Ullico Foundation
- EIN
- 861417548
- Address
- 8403 Colesville Rd Ste 14th Floor, Silver Spring, MD, 20910-6331
- State
- Maryland
- Mission
- 100 of the Foundations total time, will be to provide undergraduate and graduate scholarships to students from underrepresented, economically disadvantaged or disadvantaged minority communities with a preference for students pursuing studies in insurance, actuarial/mathematical, business and finance and labor relations or labor history programs. (as filed on the Form 990)
- Activity (NTEE)
- B82 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 6 (IRS master file code)
- Formed
- 2020
- Principal officer
- PATRICK McGLONE (as named on the Form 990)
- IRS ruling date
- 1 October 2021
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 4, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥5years on the filingsBrian Hale
≥5years on the filingsChristine Fletcher
≥5years on the filingsJoseph Linehan
≥5years on the filingsStephanie Whalen
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $1.7m
- Total liabilities
- $0
- Net assets or fund balances
- $1.7m
- Contributions and grants received
- $1.2m
- Program service revenue
- $0
- Grants and similar paid out
- $50k
- Employees
- 0
Filed finances
2 yearsiTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $1.2m | $169k | $1m |
| 2023 | $330k | $156k | $174k |
As filed on the IRS Form 990. US dollars.
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| International Scholarship and Tuition Services Inc | Scholarship review processing | $50k |