Harriet W Backus Charitable Trust
Harriet W Backus Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NANTUCKET, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 6 grants totaling $645K. Net investment income was $258K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.1M
-15.6% YoY
Annual Giving
$645K
+907.8% YoY
Grant Count
6
+50.0% YoY
Avg Grant Size
$108K
+571.9% YoY
Under IRS private-foundation payout rules, Harriet W Backus Charitable Trust reported a distributable amount of $152K for 2024 — the minimum it must pay out in qualifying distributions.
About Harriet W Backus Charitable Trust
Based on IRS filings
Harriet W Backus Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NANTUCKET, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 6 grants totaling $645K. Net investment income was $258K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,103,293 | $2,492,937 | $2,520,081 |
| Revenue | $259,325 | $43,035 | $37,030 |
| Expenses | $648,969 | $70,179 | $22,149 |
| Qualifying Distributions | $646,680 | $69,294 | $20,000 |
| Net Investment Income | $257,925 | $42,035 | $37,504 |
| Distributable Amount | $151,718 | $123,507 | $115,436 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include A Safe Place ($200,000), Nantucket Center for Elder Affairs ($100,000), Nffra Food Bank ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| A SAFE PLACE NANTUCKET, MA | CONTRIBUTION TO CHARITABLE ORGANIZATION COMMITTED TO IMPROVING QUALITY OF LIFE. | $200,000 |
| NANTUCKET CENTER FOR ELDER AFFAIRS NANTUCKET, MA | CONTRIBUTION TO CHARITABLE ORGANIZATION COMMITTED TO IMPROVING QUALITY OF LIFE. | $100,000 |
| NFFRA FOOD BANK NANTUCKET, MA | CONTRIBUTION TO CHARITABLE ORGANIZATION COMMITTED TO IMPROVING QUALITY OF LIFE. | $100,000 |
| THE HOMESTEAD NANTUCKET, MA | CONTRIBUTION TO CHARITABLE ORGANIZATION COMMITTED TO IMPROVING QUALITY OF LIFE. | $100,000 |
| PASCON NANTUCKET, MA | CONTRIBUTION TO CHARITABLE ORGANIZATION COMMITTED TO IMPROVING QUALITY OF LIFE. | $72,500 |
| NANTUCKET PRESERVATION TRUST NANTUCKET, MA | CONTRIBUTION TO CHARITABLE ORGANIZATION COMMITTED TO IMPROVING QUALITY OF LIFE. | $72,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LISA SZIKLAS | TRUSTEE | 1 | — |
| L TEAL COLLITON | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Harriet W Backus Charitable Trust?
Harriet W Backus Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NANTUCKET, MA. It holds $2.1M in total assets as of 2024.
How large is Harriet W Backus Charitable Trust?
As of 2024, Harriet W Backus Charitable Trust holds $2.1M in total assets with $259K in annual revenue. It awarded 6 grants totaling $645K in 2024.
Where does Harriet W Backus Charitable Trust operate?
Harriet W Backus Charitable Trust has awarded grants in Massachusetts.
What size grants does Harriet W Backus Charitable Trust award?
In 2024, Harriet W Backus Charitable Trust awarded 6 grants totaling $645K — an average of about $108K per grant, based on its IRS Form 990 filings.
How much is Harriet W Backus Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Harriet W Backus Charitable Trust reported a distributable amount of $152K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Harriet W Backus Charitable Trust's EIN?
Harriet W Backus Charitable Trust's EIN (Employer Identification Number) is 87-2889015. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Harriet W Backus Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.