Intact Charitable Trust USA
Intact Charitable Trust USA is a private foundation based in Plymouth, Minnesota. Its 2025 filing reports grants to charitable organizations in multiple states, including California, Massachusetts, Minnesota, Illinois, and New York.
Intact Charitable Trust USA at a glance
In short: Intact Charitable Trust USA gave $610K across 105 grants in 2025 (avg $6K), top state California. 34% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $609,840
- -8.6% vs 2024
- Grants made (2025)
- 105
- -29.1% vs 2024
- Average grant
- $5,808
- +28.8% vs 2024
- Median grant
- $1,500
- Total assets
- $166,855
- +4.7% vs 2024
- New grantees (estimate)
- 34% first-time grantees (36 of 105, 2025)
- Primary geography
- California (25% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Intact Charitable Trust USA
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 605 Highway 169 N Ste 800, Plymouth, MN 55441
Phone: (781) 332-7108
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Intact Charitable Trust USA funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Insurance Industry Charitable Foundation ($82K). Together the top 10 received $350K.
Grant Size Distribution
617 grants across all recorded years
The most common grant size was under $50K: 612 grants of 617 (99%).
Geographic Focus
Where this funder awards grants
The trust’s 2025 grant dollars were distributed across recipient states, with the largest shares going to California (25%), Massachusetts (17%), Minnesota (16%), Illinois (8%), and New York (7%).
Grant Distribution by State
Share of 2025 grant dollars across all 105 itemized grants.
States
Cities
Is Intact Charitable Trust USA open to new grantees?
34%
first-time grantees, 2025
In 2025, 36 of 105 grantees (34%) were first-time recipients. First grants averaged $4K; repeat grants $7K. How we count
Medians: $2K first-time, $3K repeat.
- 57% of 2025 grantees were also funded in 2024. Method
- Giving grew 26% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $159K (2020) to $668K (2024). In 2025 it made 105 grants totaling $610K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Insurance Industry Charitable Foundation Los Angeles, CA | Donation | $82,450 |
| School on Wheels MA Bridgewater, MA | Donation | $60,000 |
| Scholarship of America Minneapolis, MN | Donation | $45,000 |
| United South End Settlements Boston, MA | Donation | $26,700 |
| Actuarial Foundation Schaumburg, IL | Donation | $25,000 |
| Blaze Basketball Club Pequannock, NJ | Donation | $25,000 |
| NY Police and Fire Widows & Childrens Benefit New York, NY | Donation | $25,000 |
| The Neighborhood Boys and Girls Club Chicago, IL | Donation | $23,000 |
| Special Olympics of Colorado Centennial, CO | Donation | $22,500 |
| Northside Achievement Zone Minneapolis, MN | Donation | $15,000 |
Ready to take the next step with Intact Charitable Trust USA?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $166,855 | $616,540 | $610,485 | $609,840 | 105 | $609,840 | $14,540 | $7,831 |
| 2024 | $159,350 | $599,102 | $686,826 | $667,558 | 148 | $667,558 | $14,968 | $11,954 |
| 2023 | $238,896 | $489,034 | $562,901 | $559,800 | 134 | $559,800 | $16,134 | $14,004 |
| 2022 | $295,463 | $419,613 | $490,795 | $482,695 | 127 | $482,695 | $4,613 | $16,059 |
| 2021 | $366,645 | $128,035 | $330,315 | $320,600 | 103 | $320,600 | $35 | $23,679 |
| 2020 | $568,924 | $153,190 | $165,746 | $159,320 | 82 | — | $1,440 | $27,024 |
Under IRS private-foundation payout rules, Intact Charitable Trust USA reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants include support for organizations working in areas such as education, community services, amateur sports, health care, and homelessness. For example, United South End Settlements describes its mission as disrupting poverty for children and families, while Friendship Service Center says it serves people at risk of or experiencing homelessness. Northside Achievement Zone describes its mission as ending multigenerational poverty in North Minneapolis.
Grantmaking
In filing year 2025, the trust reported 105 grants totaling $609,840. Grant amounts ranged from $100 to $82,450, with a median grant of $1,500.
Among the largest 2025 grants were $82,450 to Insurance Industry Charitable Foundation, $60,000 to School on Wheels MA, $45,000 to Scholarship of America, $26,700 to United South End Settlements, and $25,000 each to Actuarial Foundation, Blaze Basketball Club, and NY Police and Fire Widows & Childrens Benefit. Other recipients included The Neighborhood Boys and Girls Club ($23,000), Special Olympics of Colorado ($22,500), Northside Achievement Zone ($15,000), IMA Foundation ($15,000), and The Barney and Barney Foundation ($15,000).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Christina Kanellos, Joseph Schmitt, John C. Treacy, and America Glaude as trustees.
Intact Charitable Trust USA's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
John C. Treacy
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Joseph Schmitt
Trustee
On filings since 2020
2 hrs/week
No compensation reported
America Glaude
Trustee
On filings since 2022
2 hrs/week
No compensation reported
Christina Kanellos
Trustee
On filings since 2024
2 hrs/week
No compensation reported
Former officers (3)
- Former: Carmen Duarte (2020–2023) — Trustee
- Former: Deborah Burke (2023) — Trustee
- Former: Melissa Dugan (2020–2022) — Trustee
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.
Frequently asked questions about Intact Charitable Trust USA
How much does Intact Charitable Trust USA give each year?
Intact Charitable Trust USA gave $610K across 105 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $668K across 148 grants.
What is Intact Charitable Trust USA's typical grant size?
Intact Charitable Trust USA's median grant in 2025 was $1,500, and its average grant was $5,808, across 105 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Intact Charitable Trust USA that year got $4K on average.
Where does Intact Charitable Trust USA give grants?
Intact Charitable Trust USA's top state is California, with 25% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Massachusetts (17%) and Minnesota (16%). The most frequent recipient cities were New York, NY (8 grants), Minneapolis, MN (5 grants), Los Angeles, CA (4 grants) and Boston, MA (3 grants).
Does Intact Charitable Trust USA give general operating support?
Not in 2025: none of the 105 grants with a stated purpose on Intact Charitable Trust USA's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (105 grants).
Who are Intact Charitable Trust USA's largest grantees?
Intact Charitable Trust USA's largest 2025 grantees include Insurance Industry Charitable Foundation ($82,450), School on Wheels MA ($60,000) and Scholarship of America ($45,000), according to its 2025 IRS Form 990-PF. Together they received 31% of its itemized 2025 grant dollars.
How large is Intact Charitable Trust USA?
Intact Charitable Trust USA reported $167K in total assets on its 2025 IRS Form 990-PF. It paid out $610K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).
What does Intact Charitable Trust USA fund?
No mission statement for the trust is provided. Its 2025 grants include support for organizations working in areas such as education, community services, amateur sports, health care, and homelessness. See mission & focus areas ↑
How do I apply for a grant from Intact Charitable Trust USA?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Intact Charitable Trust USA accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Intact Charitable Trust USA funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/intact-charitable-trust-usa-morg_134aa1321493425c860d93709ccbb21f
BibTeX
@misc{grantable_232441567_2026,
author = {{Grantable}},
title = {{Intact Charitable Trust USA funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/intact-charitable-trust-usa-morg_134aa1321493425c860d93709ccbb21f},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Intact Charitable Trust USA's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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