Nonprofit · EIN 23-2441567
INTACT CHARITABLE TRUST USA
Tax-exempt · PLYMOUTH, MN 55441
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $616,540 | $610,485 | $6,055 | $166,855 | $0 | $166,855 |
| December 31, 2024 | 990-PF | $599,102 | $686,826 | -$87,724 | $159,350 | $0 | $159,350 |
| December 31, 2023 | 990-PF | $489,034 | $562,901 | -$73,867 | $238,896 | $0 | $238,896 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $600,000
- Interest
- $14,540
- Other income
- $2,000
Expenses
- Grants and similar amounts paid
- $609,840
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $609,840
- Excise tax on investment income
- $202
Balance sheet and other
- Total assets, start of year
- $159,350
- Total assets, end of year
- $166,855
- Total liabilities, end of year
- $0
- Net assets, end of year
- $166,855
- Fair market value of assets
- $166,855
- Qualifying distributions
- $609,840
- Net investment income
- $14,540
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 |
|---|---|---|---|
| CHRISTINA KANELLOS 700 UNIVERSITY AVE, FLOOR 14, TORONTO, ONTARIO M5G 0A1, CA | TRUSTEE | 2 | $0 |
| JOSEPH SCHMITT 605 HIGHWAY 169 NORTH, SUITE 800, PLYMOUTH, MN 55441, CQ | TRUSTEE | 2 | $0 |
| JOHN C TREACY 605 HIGHWAY 169 NORTH, SUITE 800, PLYMOUTH, MN 55441 | TRUSTEE | 2 | $0 |
| AMERICA GLAUDE 150 ROYALL STREET, CANTON, MA 02021 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTINA KANELLOS 700 UNIVERSITY AVE, FLOOR 14, TORONTO, ONTARIO M5G 0A1, CA | TRUSTEE | 2 | $0 |
| JOSEPH SCHMITT 605 HIGHWAY 169 NORTH, SUITE 800, PLYMOUTH, MN 55441, CQ | TRUSTEE | 2 | $0 |
| JOHN C TREACY 605 HIGHWAY 169 NORTH, SUITE 800, PLYMOUTH, MN 55441 | TRUSTEE | 2 | $0 |
| AMERICA GLAUDE 150 ROYALL STREET, CANTON, MA 02021 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARMEN DUARTE SUITE 1801, BOSTON, MA 02109 | TRUSTEE | 2 | $0 |
| JOSEPH SCHMITT 605 HIGHWAY 169 NORTH, SUITE 800, PLYMOUTH, MN 55441, CQ | TRUSTEE | 2 | $0 |
| JOHN C TREACY 605 HIGHWAY 169 NORTH, SUITE 800, PLYMOUTH, MN 55441 | TRUSTEE | 2 | $0 |
| AMERICA GLAUDE 150 ROYALL STREET, CANTON, MA 02021 | TRUSTEE | 2 | $0 |
| DEBORAH BURKE 605 HIGHWAY 169 NORTH STE 800, PLYMOUTH, MN 55441 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 605 HIGHWAY 169 N STE 800, PLYMOUTH, MN 55441-6533
- In care of
- % JOHN C TREACY
- Signed the 990-PF
- JOHN C TREACY, TRUSTEE
- Phone
- (781) 332-7108
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
- 23-2441567
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $166,855
- Income (IRS master file)
- $616,540
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $616,540 | $610,485 | $166,855 | XML |
| 990-PF | December 2024 | $599,102 | $686,826 | $159,350 | XML |
| 990-PF | December 2023 | $489,034 | $562,901 | $238,896 | 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 23-2441567).
Questions about INTACT CHARITABLE TRUST USA
- What is the EIN of INTACT CHARITABLE TRUST USA?
- The employer identification number (EIN) of INTACT CHARITABLE TRUST USA is 23-2441567.
- Is INTACT CHARITABLE TRUST USA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to INTACT CHARITABLE TRUST USA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does INTACT CHARITABLE TRUST USA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of INTACT CHARITABLE TRUST USA 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 INTACT CHARITABLE TRUST USA 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 INTACT CHARITABLE TRUST USA?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does INTACT CHARITABLE TRUST USA have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $616,540, expenses of $610,485 and total assets of $166,855 at year end.
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