Beatrice and Roy Backus Foundation Inc

Private foundation · Grantmaker Somers, NY EIN: 13-3442922

Beatrice and Roy Backus Foundation Inc is a private foundation, based in Somers, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 1 grant totaling $50K. Net investment income was $29K.

Key facts about Beatrice and Roy Backus Foundation Inc

In short: Beatrice and Roy Backus Foundation Inc gave $50K across 1 grant in 2025 (avg $50K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
13-3442922
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$50,000
Grants made (2025)
1
Average grant
$50,000
Median grant
$50,000
Total assets
$1,035,317
Primary geography
New York (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.0M

-3.4% YoY

Annual Giving

$50K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$50K

+0.0% YoY

Under IRS private-foundation payout rules, Beatrice and Roy Backus Foundation Inc reported a distributable amount of $63K for 2025 — the minimum it must pay out in qualifying distributions.

How Beatrice and Roy Backus Foundation Inc gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 174% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

BronxNew YorkSomers

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $50K (2020) to $50K (2025). In 2025 it made 1 grant totaling $50K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

The Beatrice and Roy Backus Foundat: $50KThe Beatrice and Roy BackusFoundat$50K

The largest 2025 recipient was The Beatrice and Roy Backus Foundat ($50K).

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Beatrice and Roy Backus Foundat Somers, NYResearch in the Field of Parkinsons Disease$50,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,035,317$1,071,450$988,963
Revenue$38,976$147,283$34,078
Expenses$70,683$70,956$71,224
Qualifying Distributions$109,996$59,996$59,996
Net Investment Income$28,980$137,287$24,082
Distributable Amount$63,231$58,299$52,322

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 31, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 19, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 1, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 9, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)

Leadership & Key People

Officers and directors from IRS filings

Beatrice and Roy Backus Foundation Inc is led by Inge T. Stephens, President on every filing since 2020; 1 of 4 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Inge T. Stephens

    President

    On filings since 2020

    30 hrs/week

    $20K (2022) → $20K (2025)

  • Christopher H. Stephens

    Director Secretary

    Director & Secretary → Director Secretary, 2021

    On filings since 2020

    4 hrs/week

    No compensation reported

  • Merielle M. Stephens

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Tod Christie

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Inge T Stephens — President: $20KInge T StephensPresident$20K

The highest reported compensation on the 2025 filing was $20K, to Inge T Stephens (President).

Frequently asked questions about Beatrice and Roy Backus Foundation Inc

How much does Beatrice and Roy Backus Foundation Inc give each year?

Beatrice and Roy Backus Foundation Inc gave $50K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 1 grant.

How large is Beatrice and Roy Backus Foundation Inc?

Beatrice and Roy Backus Foundation Inc reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $110K in qualifying distributions that year, against a required minimum of $63K (roughly 5% of its investment assets).

Where does Beatrice and Roy Backus Foundation Inc operate?

Beatrice and Roy Backus Foundation Inc has awarded grants in New York.

What is Beatrice and Roy Backus Foundation Inc's EIN?

Beatrice and Roy Backus Foundation Inc's EIN (Employer Identification Number) is 13-3442922. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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