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Nonprofit · EIN 47-6308098

BACKLUND CHARITABLE TR

Also known as B F BACKLUND TTEE

Tax-exempt · QUINCY, IL 62301

Financials

$134K$144K2023$167K$149K2024$189K$167K2025
Revenue Expenses · by fiscal year end
Financials of BACKLUND CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$189,444$166,590$22,854$2,913,059$0$2,913,059
December 31, 2024990-PF$166,792$148,794$17,998$2,610,218$0$2,610,218
December 31, 2023990-PF$133,638$143,617-$9,979$2,474,784$0$2,474,784
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$46,210
Interest
$8,924
Net gain from sales of assets
$134,310

Expenses

Grants and similar amounts paid
$140,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$142,307
Excise tax on investment income
$2,344

Balance sheet and other

Total assets, start of year
$2,610,218
Total assets, end of year
$2,913,059
Total liabilities, end of year
$0
Net assets, end of year
$2,913,059
Fair market value of assets
$2,913,059
Qualifying distributions
$142,307
Net investment income
$189,444

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.

NameTitleHours / weekCompensation
JOHN BACKLUND
287 HARRISON ST, DENVER, CO 80206
TRUSTEE0.25$0
DR SHERRI MORRIS
C/O BRADLEY UNIVERSITY 1501 W, BRADLEY AVENUE, PEORIA, IL 61625
TRUSTEE0.25$0
MIKE MAHAIR
C/O STATE STREET BANK 801 STATE, STREET, QUINCY, IL 62301
TRUSTEE0.25$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JOHN BACKLUND
287 HARRISON ST, DENVER, CO 80206
TRUSTEE0.25$0
DR SHERRI MORRIS
C/O BRADLEY UNIVERSITY 1501 W, BRADLEY AVENUE, PEORIA, IL 61625
TRUSTEE0.25$0
MIKE MAHAIR
C/O STATE STREET BANK 801 STATE, STREET, QUINCY, IL 62301
TRUSTEE0.25$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JOHN BACKLUND
287 HARRISON ST, DENVER, CO 80206
TRUSTEE0.25$0
DR SHERRI MORRIS
C/O BRADLEY UNIVERSITY 1501 W, BRADLEY AVENUE, PEORIA, IL 61625
TRUSTEE0.25$0
MIKE MAHAIR
C/O STATE STREET BANK 801 STATE, STREET, QUINCY, IL 62301
TRUSTEE0.25$0

Address and contacts

Address (IRS master file)
CO MIKE MAHAIR 801 STATE STREET, QUINCY, IL 62301-0000
In care of
% MILLER HALL & TRIGGS LLC
Signed the 990-PF
JOHN BACKLUND, TRUSTEE
Phone
(217) 223-6480
Return prepared by
CLIFTONLARSONALLEN LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-6308098
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
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,913,059
Income (IRS master file)
$819,092

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$189,444$166,590$2,913,059XML
990-PFDecember 2024$166,792$148,794$2,610,218XML
990-PFDecember 2023$133,638$143,617$2,474,784XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 47-6308098).

Questions about BACKLUND CHARITABLE TR

What is the EIN of BACKLUND CHARITABLE TR?
The employer identification number (EIN) of BACKLUND CHARITABLE TR is 47-6308098.
Is BACKLUND CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to BACKLUND CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BACKLUND CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BACKLUND CHARITABLE TR 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 BACKLUND CHARITABLE TR 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 BACKLUND CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does BACKLUND CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $189,444, expenses of $166,590 and total assets of $2,913,059 at year end.

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