Nonprofit · EIN 13-3442922
BEATRICE AND ROY BACKUS FOUNDATION INC
Tax-exempt · SOMERS, NY 10589
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $38,976 | $70,683 | -$31,707 | $1,035,317 | $0 | $1,035,317 |
| December 31, 2024 | 990-PF | $147,283 | $70,956 | $76,327 | $1,071,450 | $0 | $1,071,450 |
| December 31, 2023 | 990-PF | $34,078 | $71,224 | -$37,146 | $988,963 | $0 | $988,963 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $38,856
- Other income
- $120
Expenses
- Grants and similar amounts paid
- $50,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $109,996
- Excise tax on investment income
- $403
Balance sheet and other
- Total assets, start of year
- $1,071,450
- Total assets, end of year
- $1,035,317
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,035,317
- Fair market value of assets
- $1,347,168
- Qualifying distributions
- $109,996
- Net investment income
- $38,976
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| INGE T STEPHENS 536B HERITAGEGE HILLS SOMERS NY 105, SOMERS, NY 105891907 | PRESIDENT | 30 | $19,992 |
| CHRISTOPHER H STEPHENS 5708 LONE OAK RD, 5708 LONE OAK RD BETHESTA MD, BETHESTA, MD 20814 | DIRECTOR SECRETARY | 4 | $0 |
| TOD CHRISTIE 2 SADDLE RIVE LANE PAR 25 SADDLE RIDGE LANE, PARK RIDGE, NJ 07656 | DIRECTOR | 2 | $0 |
| MERIELLE M STEPHENS 64 PALMERSTON RD ROCHESTER NY 14618, ROCHESTER, NY 14618 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| INGE T STEPHENS 536B HERITAGEGE HILLS SOMERS NY 105, SOMERS, NY 105891907 | PRESIDENT | 30 | $19,992 |
| CHRISTOPHER H STEPHENS 5708 LONE OAK RD, 5708 LONE OAK RD BETHESTA MD, BETHESTA, MD 20814 | DIRECTOR SECRETARY | 4 | $0 |
| TOD CHRISTIE 2 SADDLE RIVE LANE PAR 25 SADDLE RIDGE LANE, PARK RIDGE, NJ 07656 | DIRECTOR | 4 | $0 |
| MERIELLE M STEPHENS 64 PALMERSTON RD ROCHESTER NY 14618, ROCHESTER, NY 14618 | DIRECTOR | 4 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| INGE T STEPHENS 536B HERITAGE HILLS, SOMERS, NY 105891907 | PRESIDENT | 30 | $19,992 |
| CHRISTOPHER H STEPHENS 5708 LONE OAK RD BETHESTA, BETHESTA, MD 20814 | DIRECTOR SECRETARY | 4 | $0 |
| TOD CHRISTIE 2 SADDLE RIVER LANE, PARK RIDGE, NJ 07656 | DIRECTOR | 4 | $0 |
| MERIELLE STEPHENS 64 PALMERSTON ROAD, ROCHESTER, NY 14618 | DIRECTOR | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 536B HERITAGE HLS, SOMERS, NY 10589-1907
- In care of
- % INGE STEPHENS
- Signed the 990-PF
- INGE T STEPHENS, PRESIDENT
- Phone
- (914) 277-3024
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3442922
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,035,317
- Income (IRS master file)
- $38,976
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $38,976 | $70,683 | $1,035,317 | IRS |
| 990-PF | December 2024 | $147,283 | $70,956 | $1,071,450 | XML |
| 990-PF | December 2023 | $34,078 | $71,224 | $988,963 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3442922).
Questions about BEATRICE AND ROY BACKUS FOUNDATION INC
- What is the EIN of BEATRICE AND ROY BACKUS FOUNDATION INC?
- The employer identification number (EIN) of BEATRICE AND ROY BACKUS FOUNDATION INC is 13-3442922.
- Is BEATRICE AND ROY BACKUS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to BEATRICE AND ROY BACKUS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEATRICE AND ROY BACKUS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEATRICE AND ROY BACKUS FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEATRICE AND ROY BACKUS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BEATRICE AND ROY BACKUS FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $19,992 (INGE T STEPHENS, PRESIDENT).
- How much revenue does BEATRICE AND ROY BACKUS FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $38,976, expenses of $70,683 and total assets of $1,035,317 at year end.
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