Intact Charitable Trust Usa
INTACT Charitable Trust USA is a private charitable trust based in Plymouth, Minnesota (with offices also listed in Minneapolis). The trust is a 501(c)(3) organization founded in 1986 and is funded by Intact Insurance, the brand for Intact Financial Corporation's U.S. insurance company subsidiaries. The trust supports educational opportunities, local nonprofits, and community initiatives through charitable giving and employee volunteerism programs.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$159K
-33.3% YoY
Annual Giving
$668K
+19.2% YoY
Grant Count
148
+10.4% YoY
Avg Grant Size
$5K
+8.0% YoY
Under IRS private-foundation payout rules, Intact Charitable Trust Usa reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust supports a broad range of philanthropic priorities across the United States:
Primary Focus Areas:
- Education — Elementary and secondary education, higher education, and college scholarships
- Health — Diseases and conditions, brain and nervous system disorders, autism
- Public Safety & Disaster Management — Disaster relief and emergency management
- Human Services — Basic and emergency aid, food security, food banks
Grantmaking
The trust administers a college scholarship program managed by Scholarship America. The program awards $3,000 scholarships annually to children and grandchildren of Intact employees and distribution partners, selected based on academic performance, leadership roles, and school and community participation. Over 400 students have received scholarships since the program's inception in 2003. Sixteen scholarships are awarded each year (eight to employee families, eight to distribution partner families).
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Geographic Focus
Where this funder awards grants
The trust funds projects across numerous U.S. states and cities, including major metropolitan areas such as New York, Los Angeles, and Chicago. Geographic service areas include: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Massachusetts, Maryland, Michigan, Minnesota, Missouri, New Hampshire, and additional states.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (2024):
- Total Assets: $159,350
- Total Revenue: $599,102
- Total Expenses: $686,826
- Total Giving: $667,558
- Number of Employees: 0
Prior Year Data (referenced):
- Assets: $238,896
- Expenses: $562,901
- Revenue: $489,034
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $159,350 | $238,896 | $295,463 |
| Revenue | $599,102 | $489,034 | $419,613 |
| Expenses | $686,826 | $562,901 | $490,795 |
| Qualifying Distributions | $667,558 | $559,800 | $482,695 |
| Net Investment Income | $14,968 | $16,134 | $4,613 |
| Distributable Amount | $11,954 | $14,004 | $16,059 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Insurance Industry Charitable Foundation ($30,000), United South End Settlements ($25,000), Rbs Center for Women in Business Support ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MOHAWK HUDSON HUMANE SOCIETY MENANDS, NY | DONATION | $250 |
| JEREMIAH PROGRAM MINNEAPOLIS, MN | DONATION | $250 |
| IMA FOUNDATION PASADENA, CA | DONATION | $2,000 |
| CORPORATE PAYMENT SYSTEMS ST LOUIS, MO | DONATION | $1,000 |
| TRUSTEES OF DARTMOUTH COLLEGE HANOVER, NH | DONATION | $500 |
| NORTHSIDE ACHIEVEMENT ZONE MINNEAPOLIS, MS | DONATION | $15,000 |
| PLUS FOUNDATION MINNEAPOLIS, MN | DONATION | $2,500 |
| NEIGHBORHOOD BOYS GIRLS CLUB CHICAGO, IL | DONATION | $15,000 |
| EMMAUS INC HAVERHILL, MA | DONATION | $3,500 |
| HULL LIFESAVING MUSEUM HULL, MA | DONATION | $500 |
Leadership & Key People
Leadership team and compensation from IRS filings
The trust is managed by a board of trustees serving without compensation:
- Carmen Duarte
- Joseph Schmitt
- John C. Treacy
- America Glaude
- Deborah Burke
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHRISTINA KANELLOS | TRUSTEE | 2 | — |
| JOSEPH SCHMITT | TRUSTEE | 2 | — |
| JOHN C TREACY | TRUSTEE | 2 | — |
| AMERICA GLAUDE | TRUSTEE | 2 | — |
Recent News & Activity
Recent developments and announcements
The trust continues to actively award college scholarships through its partnership with Scholarship America. In June 2025, the trust awarded sixteen $3,000 college scholarships to deserving students. Recipients included students attending institutions such as Virginia Tech, Cornell University, University of California Berkeley, and University of Illinois Urbana-Champaign. Leadership emphasized the trust's commitment to supporting "remarkable students as they pursue their academic and professional goals."
First Literacy awarded $300,000 grant from The U.S. Charitable Gift TrustThe trust also supports food security initiatives, as evidenced by recent grants to organizations like Feeding Southwest Virginia, and maintains active grantmaking across education, health, and human services sectors.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Intact Charitable Trust Usa fund?
The trust supports a broad range of philanthropic priorities across the United States: **Primary Focus Areas:** • **Education** — Elementary and secondary education, higher education, and college scholarships • **Health** — Diseases and conditions, brain and nervous system disorders, autism • **Public Safety & Disaster Management** — Disaster relief and emergency management • **Human Services** — Basic and emergency aid, food security, food banks
How do I apply for a grant from Intact Charitable Trust Usa?
**Grant Activity:** • The trust made 108 grants totaling $483,150 in 2024, with an additional $667,558 in total giving reported • Typical grant awards range from $50 to $50,000 • Recent notable grants include: • $48,000 to Scholarship America - Detroit Regional Dollars for Scholars • $40,000 to Feeding Southwest Virginia • $30,000 to Insurance Industry Charitable Foundation (IICF) **Scholarship Program:** The trust administers a college scholarship program managed by Scholarship America. The pr…
Where does Intact Charitable Trust Usa make grants?
The trust funds projects across numerous U.S. states and cities, including major metropolitan areas such as New York, Los Angeles, and Chicago. Geographic service areas include: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Massachusetts, Maryland, Michigan, Minnesota, Missouri, New Hampshire, and additional states.
What size grants does Intact Charitable Trust Usa award?
In 2024, Intact Charitable Trust Usa awarded 148 grants totaling $668K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Intact Charitable Trust Usa required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Intact Charitable Trust Usa reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Intact Charitable Trust Usa's EIN?
Intact Charitable Trust Usa's EIN (Employer Identification Number) is 23-2441567. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Intact Charitable Trust Usa's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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