Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE BACKLUND CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)CO MIKE MAHAIR 801 STATE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
QUINCY, IL62301
A Employer identification number

47-6308098
B Telephone number (see instructions)

(217) 223-6480
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,610,218J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 9,630 9,630  
4 Dividends and interest from securities... 38,696 38,696  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 118,466
b Gross sales price for all assets on line 6a 499,365
7 Capital gain net income (from Part IV, line 2)... 118,466
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 166,792 166,792  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,410 2,205   2,205
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,389 1,389   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,195 15,180   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,994 18,774   2,220
25 Contributions, gifts, grants paid....... 125,800 125,800
26 Total expenses and disbursements. Add lines 24 and 25 148,794 18,774   128,020
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,998
b Net investment income (if negative, enter -0-) 148,018
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 83,345 60,925 60,925
2 Savings and temporary cash investments......... 272,558 202,521 202,521
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,118,881 Click to see attachment
List of Attached Documents:
// Content
2,346,772 		2,346,772
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,474,784 2,610,218 2,610,218
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,474,784 2,610,218
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,474,784 2,610,218
30 Total liabilities and net assets/fund balances (see instructions). 2,474,784 2,610,218
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,474,784
2
Enter amount from Part I, line 27a .....................
2
17,998
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
117,436
4
Add lines 1, 2, and 3 ..........................
4
2,610,218
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,610,218
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 462,697   380,899 81,798
b 36,668     36,668
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       81,798
b       36,668
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 118,466
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,057
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,057
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,057
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,521
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,021
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 3
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,961
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,961 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMIKE MAHAIR Telephone no.right arrow (217) 223-6480

Located atright arrowC/O MIKE MAHAIR 801 STATE STREETQUINCYIL ZIP+4right arrow62301
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN BACKLUND TRUSTEE
0.25 		0 0 0
287 HARRISON ST
DENVER,CO80206
DR SHERRI MORRIS TRUSTEE
0.25 		0 0 0
C/O BRADLEY UNIVERSITY 1501 W
BRADLEY AVENUE
PEORIA,IL61625
MIKE MAHAIR TRUSTEE
0.25 		0 0 0
C/O STATE STREET BANK 801 STATE
STREET
QUINCY,IL62301
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,281,395
b
Average of monthly cash balances.......................
1b
373,366
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,654,761
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,654,761
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
39,821
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,614,940
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
130,747
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
130,747
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,057
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,057
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
128,690
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
128,690
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
128,690
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
128,020
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
128,020
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 128,690
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 32,464
e From 2023...... 11,234
f Total of lines 3a through e ........ 43,698
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 128,020
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 128,020
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 670 670
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 43,028
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		43,028
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 31,794
d Excess from 2023.... 11,234
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ILLINOIS PUBLIC MEDIA

300 N GOODWIN AVENUE
URBANA,IL61801 		  PC FOR THE BETTERMENT OF PUBLIC BROADCASTING CONTENT 62,000

ILLINOIS VALLEY PUBLIC TELECOMMUNICATION CORPORATION

101 STATE STREET
PEORIA,IL61602 		  PC FOR THE BETTERMENT OF PUBLIC BROADCASTING CONTENT 62,000

ILLINOIS NEWS BROADCASTERS ASSOCIATION

1 UNIVERSITY CIRCLE
MACOMB,IL61455 		  PC FOR THE BETTERMENT OF PUBLIC BROADCASTING CONTENT 1,800
Total .................................right arrow 3a 125,800
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 9,630  
4 Dividends and interest from securities ....     14 38,696  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 118,466  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 166,792 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
166,792
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE BACKLUND CHARITABLE TRUST
EIN:
47-6308098
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,410 2,205   2,205

TY 2024 InvestmentsCorpStockSchedule
Name:
THE BACKLUND CHARITABLE TRUST
EIN:
47-6308098
Name of Stock End of Year Book Value End of Year Fair Market Value
AAPL APPLE INCC 32,555 32,555
ABBV ABBVIE INCC 4,265 4,265
ABCB AMERIS BANCORPC 1,815 1,815
ABG ASBURY AUTOMOTIVE GROUP 2,916 2,916
ABNB AIRBNB INC CL A C 788 788
ABT ABBOTT LABORATORIESC 4,411 4,411
ACA ARCOSA INCC 2,032 2,032
ACIW ACI WORLDWIDE INC C 1,713 1,713
ACLS AXCELIS TECHNOLOGIES INC C 1,537 1,537
ACN ACCENTURE PLC IRELAND CL A C 6,332 6,332
ADBE ADOBE INCC 4,447 4,447
ADI ANALOG DEVICES INC C 2,762 2,762
ADNT ADIENT PLCC 500 500
ADP AUTOMATIC DATA PROCESSING 3,220 3,220
ADSK AUTODESK INCC 887 887
ADUS ADDUS HOMECARE CORP C 1,003 1,003
AEIS ADVANCED ENERGY INDUSTRIES 1,850 1,850
AEM AGNICO-EAGLE MINES LTD C 2,581 2,581
AFL AFLAC INCC 1,345 1,345
AGO ASSURED GUARANTY LIMITED C 3,150 3,150
AGYS AGILYSYS INCC 1,581 1,581
AHH ARMADA HOFFLER PPTYS INC C 491 491
AIG AMERICAN INTL GROUP INC C 874 874
AIZ ASSURANT INCC 640 640
AJG ARTHUR J GALLAGHER & COMPANY 1,135 1,135
AL AIR LEASE CORP CL AC 1,736 1,736
ALC ALCON INCC 2,801 2,801
ALEX ALEXANDER & BALDWIN INC C 727 727
ALG ALAMO GROUP INCC 1,301 1,301
ALK ALASKA AIR GROUP INCC 2,461 2,461
ALKS ALKERMES PLCC 1,639 1,639
ALL ALLSTATE CORPC 2,121 2,121
ALLE ALLEGION PUBLIC LTD C 261 261
ALRM ALARM COM HOLDINGS INC C 1,034 1,034
AMAT APPLIED MATERIALS INC C 3,415 3,415
AMD ADVANCED MICRO DEVICES INC C 5,798 5,798
AME AMETEK INCC 721 721
AMGN AMGEN INCC 3,388 3,388
AMN AMN HEALTHCARE SERVICES 622 622
AMP AMERIPRISE FINANCIAL INC C 1,065 1,065
AMR ALPHA METALLURGICAL RESOURCE 800 800
AMT AMERICAN TOWER CORP NEW C 2,201 2,201
AMWD AMERICAN WOODMARK CORP C 795 795
AMX AMERICA MOVIL SAB DE CV SPON ADR REPSTG 1,131 1,131
AMZN AMAZON.COM INCC 12,944 12,944
ANDE ANDERSONS INCC 1,013 1,013
ANET ARISTA NETWORKS INCC 1,768 1,768
ANSS ANSYS INCC 675 675
AON AON PLC CL AC 1,077 1,077
APAM ARTISAN PARTNERS ASSET 1,335 1,335
APD AIR PRODUCTS & CHEMICALS 1,740 1,740
APH AMPHENOL CORP CL A C 1,111 1,111
APLE APPLE HOSPITALITY REIT INC C 1,366 1,366
APTV APTIV PLCC 242 242
AQN ALGONQUIN POWER & UTILITIES CORP 325 325
ARCB ARCBEST CORPC 1,213 1,213
ARCH ARCH RESOURCES INC CL A C 706 706
AROC ARCHROCK INCC 1,070 1,070
ASML ASML HOLDING NV NY REGISTRY SHS 18,020 18,020
ASTH ASTRANA HEALTH INC C 631 631
ATGE ADTALEM GLOBAL ED INC C 2,090 2,090
ATI ATI INCC 1,651 1,651
ATO ATMOS ENERGY CORPC 975 975
AUB ATLANTIC UNION BANKSHARES CORP 1,402 1,402
AVA AVISTA CORPC 1,136 1,136
AVB AVALONBAY COMMNTYS INC C 660 660
AVGO BROADCOM INCC 11,592 11,592
AVY AVERY DENNISON CORP C 187 187
AWI ARMSTRONG WORLD INDUSTRIES 1,979 1,979
AWK AMERICAN WATER WORKS COMPANY 373 373
AWR AMERICAN STS WATER COMPANY 1,166 1,166
AXP AMERICAN EXPRESS CO C 2,374 2,374
AZTA AZENTA INCC 1,050 1,050
BA BOEING COMPANY C 531 531
BAC BANK OF AMERICA CORP C 9,405 9,405
BANF BANCFIRST CORPC 1,758 1,758
BAP CREDICORP LTDC 917 917
BBD BANCO BRADESCO S A SPON ADR REPSTG PFD SHS 712 712
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S A SPOND ADR 4,092 4,092
BBWI BATH & BODY WORKS INCC 2,055 2,055
BCC BOISE CASCADE COC 2,496 2,496
BCE BCE INCC 1,484 1,484
BCPC BALCHEM CORPC 2,119 2,119
BCS BARCLAYS PLC ADRC 3,429 3,429
BDX BECTON DICKINSON & CO C 1,361 1,361
BEN FRANKLIN RESOURCES INC C 183 183
BF/B BROWN-FORMAN CORP CL B C 190 190
BIDU BAIDU INC SPON ADR REPSTG ORD SHS 1,686 1,686
BKE BUCKLE INCC 610 610
BKU BANKUNITED INC C 1,221 1,221
BLFS BIOLIFE SOLUTIONS INC C 467 467
BLK BLACKROCK FDG INC C 4,100 4,100
BMI BADGER METER INC C 2,545 2,545
BMO BANK MONTREAL QUEBEC C 4,464 4,464
BMY BRISTOL MYERS SQUIBB COMPANY 2,262 2,262
BNS BANK OF NOVA SCOTIA HALIFAX C 4,136 4,136
BOOT BOOT BARN HOLDINGS INC C 2,125 2,125
BRK/B BERKSHIRE HATHAWAY INC CL 5,893 5,893
BSIG BRIGHTSPHERE INVESTMENT GROUP 764 764
BTU PEABODY ENERGY CORP PAR C 942 942
BWA BORG WARNER INC C 159 159
BX BLACKSTONE INCC 2,069 2,069
C CITIGROUP INCC 3,871 3,871
CAG CONAGRA BRANDS INC C 860 860
CAH CARDINAL HEALTH INC C 946 946
CARG CARGURUS INC CL A C 1,169 1,169
CARR CARRIER GLOBAL CORP C 683 683
CASH PATHWARD FINANCIAL INC C 2,134 2,134
CB CHUBB LTDC 3,592 3,592
CBOE CBOE GLOBAL MARKETS INC C 586 586
CBRE CBRE GROUP INC CL A C 656 656
CBU COMMUNITY FINANCIAL SYSTEM 1,295 1,295
CCOI COGENT COMMUNICATIONS HOLDINGS 1,387 1,387
CCS CENTURY COMMUNITIES INC C 1,614 1,614
CENTA CENTRAL GARDEN & PET COMPANY CLAS A NON VOTING 826 826
CENX CENTURY ALUMINUM COMPANY 619 619
CHCO CITY HOLDING COMPANY C 1,185 1,185
CHD CHURCH & DWIGHT COMPANY 942 942
CHEF CHEFS WAREHOUSE INC C 296 296
CHRW C H ROBINSON WORLDWIDE 207 207
CHT CHUNGHWA TELECOM CO LTD SPONSORED ADR 941 941
CI CIGNA GROUP CL B C 1,381 1,381
CM CANADIAN IMPERIAL BANK COMMERCE 3,794 3,794
CMCSA COMCAST CORP CL AC 2,590 2,590
CME CME GROUP INC CL A C 1,393 1,393
CMG CHIPOTLE MEXICAN GRILL INC 905 905
CNC CENTENE CORP DEL C 424 424
CNI CANADIAN NATIONAL RAILWAY COMPANY 4,466 4,466
CNK CINEMARK HOLDINGS INC C 836 836
CNP CENTERPOINT ENERGY INC C 984 984
CNQ CANADIAN NATURAL RES LTD C 4,384 4,384
CNS COHEN & STEERS INC C 1,016 1,016
CNXN PC CONNECTION INC C 762 762
COF CAPITAL ONE FINANCIAL CORP C 3,031 3,031
CON CONCENTRA GROUP HOLDINGS PARENT INC 851 851
COOP MR COOPER GROUP INC C 3,456 3,456
COR CENCORA INCC 3,146 3,146
CP CANADIAN PACIFIC KANSAS CITY 4,704 4,704
CPAY CORPAY INCC 677 677
CPF CENTRAL PACIFIC FINL CORP C 842 842
CPK CHESAPEAKE UTILITY CORP C 971 971
CPRT COPART INCC 803 803
CRC CALIFORNIA RESOURCES CORP 1,193 1,193
CRM SALESFORCE INC C 4,012 4,012
CRVL CORVEL CORPC 1,001 1,001
CRWD CROWDSTRIKE HOLDINGS INC 684 684
CSCO CISCO SYSTEMS INCC 4,618 4,618
CSX CSX CORPC 678 678
CTAS CINTAS CORPC 731 731
CTRE CARETRUST REIT INC C 1,082 1,082
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 1,999 1,999
CUBI CUSTOMERS BANCORP INC C 1,850 1,850
CVBF CVB FINANCIAL CORP C 1,306 1,306
CVCO CAVCO INDS INC DEL C 892 892
CVE CENOVUS ENERGY INC C 1,333 1,333
CVS CVS HEALTH CORPC 404 404
CWT CALIFORNIA WATER SERVICE GROUP 1,088 1,088
CX CEMEX S A B DE CV SPONS ADR 654 654
D DOMINION ENERGY INC C 1,077 1,077
DAL DELTA AIRLINES INC C 303 303
DB DEUTSCHE BANK AG C 2,421 2,421
DD DUPONT DE NEMOURS INC C 839 839
DE DEERE & COC 4,237 4,237
DEI DOUGLAS EMMETT INC C 1,429 1,429
DELL DELL TECHNOLOGIES INC CL C C 1,037 1,037
DEO DIAGEO PLC SPON ADRC 4,577 4,577
DFIN DONNELLEY FINANCIAL SOLUTIONS 878 878
DGII DIGI INTL INCC 1,088 1,088
DHI DR HORTON INCC 1,538 1,538
DHR DANAHER CORPC 3,443 3,443
DIOD DIODES INCC 1,727 1,727
DIS WALT DISNEY COC 4,120 4,120
DLR DIGITAL REALTY TRUST INC C 2,483 2,483
DOV DOVER CORPC 1,313 1,313
DTE DTE ENERGY COC 845 845
DUK DUKE ENERGY CORP C 2,047 2,047
DXC DXC TECHNOLOGY CO C 579 579
DY DYCOM INDUSTRIES INC C 1,567 1,567
E E N I SPA SPON ADRC 2,271 2,271
EA ELECTRONIC ARTS INC C 293 293
EAT BRINKER INTL INC C 1,455 1,455
EBAY EBAY INCC 991 991
ECL ECOLAB INCC 1,406 1,406
EFX EQUIFAX INCC 510 510
EIX EDISON INTLC 1,198 1,198
ELV ELEVANCE HEALTH INC C 1,476 1,476
EMN EASTMAN CHEMICAL CO C 457 457
EMR EMERSON ELECTRIC CO C 2,355 2,355
ENB ENBRIDGE INC C 5,898 5,898
ENR ENERGIZER HOLDINGS INC C 523 523
ENVA ENOVA INTL INC C 2,109 2,109
EPAC ENERPAC TOOL GROUP CORP CL 1,068 1,068
EPAM EPAM SYSTEMS INCC 234 234
EPRT ESSENTIAL PROPERTIES REALTY TRUST INC 1,971 1,971
EQIX EQUINIX INC PAR $0.001 C 2,829 2,829
EQNR EQUINOR ASA SPON ADR C 1,587 1,587
EQR EQUITY RESIDENTIAL C 1,363 1,363
ESE ESCO TECHNOLOGIES INC C 1,865 1,865
ESS ESSEX PROPERTY TRUST INC C 285 285
ETN EATON CORP PLCC 1,991 1,991
ETSY ETSY INCC 1,269 1,269
EVTC EVERTEC INC C 1,105 1,105
EXPD EXPEDITORS INTL WASH INC C 222 222
EXR EXTRA SPACE STORAGE INC C 299 299
F FORD MOTOR COC 584 584
FAST FASTENAL COC 719 719
FBP FIRST BANCORP P RC 1,933 1,933
FBRT FRANKLIN BSP REALTY TRUST 815 815
FCPT FOUR CORNERS PROPERTY TRUST INC 868 868
FDX FEDEX CORPC 1,407 1,407
FELE FRANKLIN ELECTRIC CO INC C 1,657 1,657
FITB FIFTH THIRD BANCORP C 1,311 1,311
FIZZ NATIONAL BEVERAGE CORP C 256 256
FNV FRANCO NEVADA CORP C 1,529 1,529
FOXA FOX CORP CL AC 194 194
FSS FEDERAL SIGNAL CORP C 2,864 2,864
FSV FIRSTSERVICE CORPC 362 362
FTDR FRONTDOOR INCC 1,093 1,093
FTNT FORTINET INCC 850 850
FTS FORTIS INCC 1,580 1,580
FUL FULLER H B COC 1,620 1,620
GD GENERAL DYNAMICS CORP C 1,581 1,581
GE GE AEROSPACEC 4,503 4,503
GEHC GE HEALTHCARE TECHNOLOGIES 1,329 1,329
GEO GEO GROUP INCC 3,414 3,414
GES GUESS INCC 337 337
GILD GILEAD SCIENCES INC C 3,880 3,880
GM GENERAL MOTORS CO C 1,385 1,385
GMS GMS INCC 1,951 1,951
GO GROCERY OUTLET HOLDING CORP 281 281
GOLD BARRICK GOLD CORPC 1,581 1,581
GOOG ALPHABET INC CL C C 11,046 11,046
GOOGL ALPHABET INC CL A C 13,251 13,251
GPC GENUINE PARTS CO C 234 234
GPI GROUP ONE AUTOMOTIVE INC C 2,950 2,950
GRBK GREEN BRICK PARTNERS INC C 621 621
GS GOLDMAN SACHS GROUP INC C 6,871 6,871
GSHD GOOSEHEAD INSURANCE INC 1,072 1,072
GVA GRANITE CONSTRUCTION INC C 1,491 1,491
HAIN HAIN CELESTIAL GROUP INC C 92 92
HAS HASBRO INCC 168 168
HASI HA SUSTAINABLE INFRA CAPITAL INC 106,703 106,703
HCA HCA HEALTHCARE INC C 3,302 3,302
HD HOME DEPOT INCC 7,780 7,780
HIG HARTFORD FINANCIAL SERVICES GROUP INC 656 656
HIMS HIMS & HERS HEALTH INC C 1,668 1,668
HIW HIGHWOODS PPTYS INCC 1,529 1,529
HLIT HARMONIC INCC 847 847
HLX HELIX ENERGY SOLUTIONS GROUP 951 951
HMC HONDA MOTOR LTD ADR REPSTG 3,312 3,312
HON HONEYWELL INTL INC C 3,614 3,614
HP HELMERICH & PAYNE INC C 1,313 1,313
HPQ HP INCC 489 489
HSBC HSBC HOLDINGS PLC SPON ADR 12,761 12,761
HSIC HENRY SCHEIN INC C 1,453 1,453
HST HOST HOTELS & RESORTS INCC 631 631
HSY HERSHEY COMPANY C 677 677
HUBG HUB GROUP INC CL A C 1,426 1,426
HUM HUMANA INCC 1,522 1,522
IAC IAC INCC 906 906
IBP INSTALLED BUILDING PRODUCTS 1,227 1,227
ICE INTERCONTINENTAL EXCHANGE 2,831 2,831
IDCC INTERDIGITAL INC C 2,712 2,712
IIIN INSTEEL INDUSTRIES INC C 540 540
INCY INCYTE CORPC 691 691
ING ING GROEP N V SPONSORED ADR C 3,871 3,871
INSP INSPIRE MEDICAL SYSTEMS INC C 1,668 1,668
INTC INTEL CORPC 2,967 2,967
INTU INTUIT INCC 1,886 1,886
IOSP INNOSPEC INCC 1,321 1,321
IP INTL PAPER COMPANYC 1,076 1,076
IPG INTERPUBLIC GROUP COMPANY 1,177 1,177
IR INGERSOLL RAND INC C 633 633
IRM IRON MOUNTAIN INC C 631 631
ITRI ITRON INCC 1,412 1,412
ITUB ITAU UNIBANCO HOLDING SA 1,637 1,637
ITW ILLINOIS TOOL WORKS INCC 2,282 2,282
JBGS JBG SMITH PROPERTIESC 615 615
JBHT JB HUNT TRANSPORT SERVICES 341 341
JBL JABIL INCC 576 576
JBLU JETBLUE AIRWAYS CORP C 1,132 1,132
JBSS SANFILIPPO JOHN B & SON INC C 348 348
JBT JOHN BEAN TECHNOLOGIES CORP 1,652 1,652
JHX JAMES HARDIE INDUSTRIES PLC SPON ADR 893 893
JJSF J & J SNACK FOODS CORPC 465 465
JNJ JOHNSON & JOHNSONC 5,640 5,640
JOE ST JOE COC 1,078 1,078
JPM JPMORGAN CHASE & CO C 10,308 10,308
JXN JACKSON FINANCIAL INC CL A C 2,264 2,264
KB KB FINANCIAL GROUP INC SPON ADR REPSTG 1,536 1,536
KDP KEURIG DR PEPPER INC C 514 514
KEYS KEYSIGHT TECHNOLOGIES INC C 1,928 1,928
KGC KINROSS GOLD CORP NO PARC 946 946
KHC KRAFT HEINZ COC 1,013 1,013
KLAC KLA CORPC 1,260 1,260
KLIC KULICKE & SOFFA INDUSTRIES 980 980
KMB KIMBERLY CLARK CORP C 2,097 2,097
KR KROGER COC 1,529 1,529
KTB KONTOOR BRANDS INCC 2,050 2,050
KWR QUAKER HOUGHTON C 704 704
LEN LENNAR CORPC 545 545
LH LABCORP HOLDINGS INC C 1,376 1,376
LIN LINDE PLCC 5,861 5,861
LMAT LEMAITRE VASCULAR INC C 829 829
LMT LOCKHEED MARTIN CORP C 1,944 1,944
LNC LINCOLN NATIONAL CORP IN C 1,712 1,712
LOGI LOGITECH INTL SA NAMEN AKT C 1,153 1,153
LOW LOWES COMPANIES INC C 4,196 4,196
LPG DORIAN LPG LTDC 536 536
LRCX LAM RESEARCH CORP C 3,973 3,973
LRN STRIDE INCC 1,143 1,143
LULU LULULEMON ATHLETICA INC C 382 382
LUMN LUMEN TECHNOLOGIES INC LA C 1,779 1,779
LW LAMB WESTON HLDGS INC C 134 134
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS 891 891
LYG LLOYDS BANKING GROUP PLC 3,079 3,079
MA MASTERCARD INC CL A C 5,792 5,792
MAA MID-AMERICA APARTMENT COMMUNITIES 618 618
MAC MACERICH COMPANY C 1,972 1,972
MARA MARA HOLDINGS INC C 1,275 1,275
MATX MATSON INCC 1,348 1,348
MCD MCDONALDS CORPC 4,348 4,348
MCHP MICROCHIP TECHNOLOGY INC C 1,204 1,204
MCK MCKESSON CORPC 1,710 1,710
MCO MOODYS CORPC 1,893 1,893
MCW MISTER CAR WASH INC C 496 496
MDT MEDTRONIC PLCC 719 719
MDU MDU RESOURCES GROUP INC C 505 505
META META PLATFORMS INC CL A C 9,954 9,954
MFC MANULIFE FINANCIAL CORP C 3,747 3,747
MFG MIZUHO FINANCIAL GRP INC 4,059 4,059
MGA MAGNA INTERNATIONAL INC 878 878
MGEE MGE ENERGY INC C 658 658
MGM MGM RESORTS INTLC 243 243
MGY MAGNOLIA OIL & GAS CORP CL 1,379 1,379
MHO M/I HOMES INCC 1,595 1,595
MKC MC CORMICK & CO INC NON VOTING 1,144 1,144
MLM MARTIN MARIETTA MATERIALS 517 517
MMC MARSH & MCLENNAN COS INC C 1,487 1,487
MMM 3M COMPANYC 1,678 1,678
MNST MONSTER BEVERAGE CORP C 526 526
MO ALTRIA GROUP INCC 3,085 3,085
MS MORGAN STANLEYC 5,783 5,783
MSCI MSCI INC CLASS AC 600 600
MSFT MICROSOFT CORPC 55,217 55,217
MSGS MADISON SQUARE GARDEN SPORTS CORP 1,128 1,128
MTD METTLER TOLEDO INTL INC C 1,224 1,224
MTH MERITAGE HOMES CORP C 2,461 2,461
MTRN MATERION CORPC 692 692
MTUS METALLUS INCC 876 876
MTX MINERALS TECHNOLOGIES INC C 838 838
MU MICRON TECHNOLOGY INC C 3,619 3,619
MUFG MITSUBISHI UFJ FINANCIAL 9,259 9,259
NAEFX NEW ALTERNATIVES INVESTOR 155,425 155,425
NATL NCR ATLEOS LLCC 1,119 1,119
NDAQ NASDAQ INCC 541 541
NDSN NORDSON CORPC 209 209
NEE NEXTERA ENERGY INC C 2,868 2,868
NFLX NETFLIX INCC 3,565 3,565
NGG NATIONAL GRID PLC SPON ADR 3,446 3,446
NI NISOURCE INCC 110 110
NKE NIKE INC CL BC 1,362 1,362
NMR NOMURA HOLDINGS INC SPON 1,314 1,314
NOC NORTHROP GRUMMAN CORP C 939 939
NOG NORTHERN OIL & GAS INC C 1,115 1,115
NOK NOKIA CORP SPON ADRC 1,745 1,745
NOW SERVICENOW INC C 3,180 3,180
NSIT INSIGHT ENTERPRISES INC C 1,977 1,977
NTES NETEASE INC SPON ADR C 2,141 2,141
NU NU HOLDINGS LTD CL A C 1,647 1,647
NUDM NUVEEN ESG INTL DEVELOPED MARKETS EQUITY 84,799 84,799
NUEM NUVEEN ESG EMERGING MARKETS EQUITY 35,462 35,462
NULG NUVEEN ESG LARGE CAP GROWTH 101,120 101,120
NULV NUVEEN ESG LARGE CAP VALUE 137,283 137,283
NVDA NVIDIA CORPC 33,573 33,573
NVEE NV5 GLOBAL INC C 678 678
NWG NATWEST GROUP PLC SPON ADR 1,800 1,800
NWN NORTHWEST NATURAL HOLDING CO 831 831
NX QUANEX BUILDING PRODUCTS 654 654
NXRT NEXPOINT RESIDENTIAL TRUST 752 752
O REALTY INCOME CORP C 1,228 1,228
ODP ODP CORPC 750 750
OFG OFG BANCORPC 973 973
OMC OMNICOM GROUP INC C 1,721 1,721
ORCL ORACLE CORPC 2,666 2,666
ORLY O REILLY AUTOMOTIVE INC C 1,186 1,186
OTEX OPEN TEXT CORPC 595 595
OTTR OTTER TAIL CORPC 812 812
OUT OUTFRONT MEDIA INC C 1,313 1,313
PARA PARAMOUNT GLOBAL CL B C 73 73
PARWX PARNASSUS VALUE EQUITY INVESTOR 262,746 262,746
PATK PATRICK INDUSTRIES INC C 1,745 1,745
PBA PEMBINA PIPELINE CORP C 1,367 1,367
PBH PRESTIGE CONSUMER HEALTHCARE 1,484 1,484
PBR PETROLEO BRASILEIRO SA 1,608 1,608
PBR/A PETROLEO BRASILEIRO SA 1,788 1,788
PCAR PACCAR INCC 936 936
PCG PG&E CORPC 1,251 1,251
PEB PEBBLEBROOK HOTEL TRUST C 989 989
PECO PHILLIPS EDISON & CO INC C 1,836 1,836
PEG PUBLIC SERVICE ENTERPRISE GROUP 1,521 1,521
PFBC PREFERRED BANK LOS ANGELES CA 777 777
PGR PROGRESSIVE CORP OHC 1,917 1,917
PHM PULTEGROUP INCC 109 109
PI IMPINJ INCC 1,162 1,162
PIPR PIPER SANDLER COSC 1,500 1,500
PJT PJT PARTNERS INC CL AC 1,262 1,262
PKG PACKAGING CORP OF AMERICA C 901 901
PKX POSCO HOLDINGS INC SPON 954 954
PLD PROLOGIS INCC 2,431 2,431
PLMR PALOMAR HOLDINGS INC C 1,584 1,584
PLUS EPLUS INCC 1,256 1,256
PNC PNC FINANCIAL SERVICES GROUP 1,157 1,157
PNR PENTAIR PLCC 403 403
PODD INSULET CORPC 261 261
PPG PPG INDUSTRIES INCC 836 836
PRBLX PARNASSUS CORE EQUITY INVESTOR 225,046 225,046
PRGS PROGRESS SOFTWARE CORPC 1,498 1,498
PRK PARK NATIONAL CORP OHIOC 1,200 1,200
PRU PRUDENTIAL FINANCIAL INC C 1,185 1,185
PRVA PRIVIA HEALTH GROUP INC C 704 704
PSA PUBLIC STORAGE INC C 299 299
PSO PEARSON PLC SPON ADRC 919 919
PUK PRUDENTIAL PLC ADR C 1,467 1,467
PYPL PAYPAL HOLDINGS INC C 2,304 2,304
QCOM QUALCOMM INCC 5,223 5,223
QGEN QIAGEN NVC 623 623
QRVO QORVO INCC 1,958 1,958
QSR RESTAURANT BRANDS INTL INC C 1,499 1,499
RACE FERRARI NVC 3,399 3,399
RC READY CAPITAL CORPC 764 764
RCI ROGERS COMMUNICATIONS INC 860 860
RDN RADIAN GROUP INC C 1,618 1,618
RDNT RADNET INCC 1,676 1,676
REG REGENCY CENTERS CORP C 739 739
RELX RELX PLC SPON ADRC 5,723 5,723
REX REX AMERICAN RESOURCES CORP 500 500
REZI RESIDEO TECHNOLOGIES INC C 1,452 1,452
RHI ROBERT HALF INC C 2,184 2,184
ROCK GIBRALTAR INDUSTRIES INC C 1,060 1,060
ROIC RETAIL OPPORTUNITY INVESTMENTS CORP 1,059 1,059
ROK ROCKWELL AUTOMATION INC C 286 286
ROP ROPER TECHNOLOGIES INC C 520 520
ROST ROSS STORES INCC 1,664 1,664
RTX RTX CORPC 3,009 3,009
RUN SUNRUN INCC 981 981
RXO RXO INCC 1,216 1,216
SAH SONIC AUTOMOTIVE INC C 443 443
SANM SANMINA CORPC 2,346 2,346
SBAC SBA COMMUNICATIONS CORP 204 204
SBCF SEACOAST BANKING CORP FL C 1,046 1,046
SBUX STARBUCKS CORPC 1,734 1,734
SCCO SOUTHERN COPPER CORP DEL C 456 456
SCHL SCHOLASTIC CORPC 363 363
SCHW SCHWAB CHARLES CORP C 1,554 1,554
SEDG SOLAREDGE TECHNOLOGIES 653 653
SEM SELECT MEDICAL HOLDINGS CORP 848 848
SFBS SERVISFIRST BANCSHARES INC C 1,441 1,441
SHAK SHAKE SHACK INC CL AC 2,466 2,466
SHEN SHENANDOAH TELECOMMUNICATIONS CO 315 315
SHG SHINHAN FINANCIAL GROUP CO 1,184 1,184
SHO SUNSTONE HOTEL INVESTORS 1,302 1,302
SHOO MADDEN STEVEN LIMITED C 1,361 1,361
SHOP SHOPIFY INC CL AC 8,719 8,719
SHW SHERWIN WILLIAMS CO C 1,700 1,700
SIG SIGNET JEWELERS LTD C 1,453 1,453
SITM SITIME CORPC 1,287 1,287
SJM SMUCKER JM COMPANY C 110 110
SKYW SKYWEST INCC 1,502 1,502
SLF SUN LIFE FINANCIAL INC C 2,374 2,374
SLG SL GREEN REALTY CORP PAR$ C 2,038 2,038
SM SM ENERGY COC 1,628 1,628
SMFG SUMITOMO MITSUI FINL GRP 6,550 6,550
SMPL SIMPLY GOOD FOODS COC 1,286 1,286
SMTC SEMTECH CORPC 1,546 1,546
SNA SNAP ON INCC 1,018 1,018
SNEX STONEX GROUP INCC 1,078 1,078
SNPS SYNOPSYS INCC 971 971
SO SOUTHERN COMPANY C 2,140 2,140
SONY SONY GROUP CORP ADRC 8,781 8,781
SPG SIMON PROPERTY GROUP INC C 861 861
SPGI S&P GLOBAL INCC 5,976 5,976
SPSC SPS COMMERCE INC 2,392 2,392
SQM SOCIEDAD QUIMICA Y MINERA DE CHILE S A SPONS ADR RPSTG SER 509 509
SRE SEMPRAC 1,579 1,579
STE STERIS PLCC 206 206
STEL STELLAR BANCORP INC C 822 822
STEP STEPSTONE GROUP INC CL A C 1,331 1,331
STLA STELLANTIS N VC 2,023 2,023
STLD STEEL DYNAMICS INC C 456 456
STM STMICROELECTRONICS N V NY 1,124 1,124
STRA STRATEGIC EDUCATION INC C 1,028 1,028
STT STATE STREET CORPC 491 491
STZ CONSTELLATION BRANDS INC CL 442 442
SU SUNCOR ENERGY INC C 3,283 3,283
SW SMURFIT WESTROCK PLCC 646 646
SYF SYNCHRONY FINANCIAL C 650 650
SYK STRYKER CORPC 3,240 3,240
SYY SYSCO CORPC 1,070 1,070
T AT&T INCC 4,076 4,076
TCOM TRIP COM GROUP LTD ADSC 2,678 2,678
TD TORONTO DOMINION BANK C 6,282 6,282
TDS TELEPHONE & DATA SYS INC C 1,330 1,330
TDW TIDEWATER INCC 821 821
TEF TELEFONICA S A SPON ADR C 1,503 1,503
TEL TE CONNECTIVITY PLC C 858 858
TER TERADYNE INCC 504 504
TFC TRUIST FINANCIAL CORP C 2,343 2,343
TGT TARGET CORPC 811 811
THRM GENTHERM INC C 479 479
TJX TJX COS INCC 4,953 4,953
TM TOYOTA MOTOR CORP SPON ADRC 15,569 15,569
TMO THERMO FISHER SCIENTIFIC INC C 2,601 2,601
TMUS T-MOBILE US INC C 3,752 3,752
TNC TENNANT CO COMMON C 978 978
TRI THOMSON REUTERS CORP NO 1,604 1,604
TRNO TERRENO REALTY CORP C 1,597 1,597
TROW PRICE T ROWE GROUP INC C 905 905
TRST TRUSTCO BANK CORP NYC 666 666
TRUP TRUPANION INCC 1,350 1,350
TRV TRAVELERS COS INC C 2,168 2,168
TSCO TRACTOR SUPPLY COC 1,327 1,327
TSLA TESLA INCC 12,923 12,923
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR 52,137 52,137
TT TRANE TECHNOLOGIES PLC C 369 369
TTE TOTALENERGIES SE SPON ADR C 8,121 8,121
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC 184 184
TU TELUS CORPC 1,451 1,451
TXN TEXAS INSTRUMENTS INC C 3,000 3,000
UBS UBS GROUP AGC 7,610 7,610
UCB UNITED COMMUNITY BANK BLAIRSVILLE GA 1,551 1,551
UDR UDR INCC 260 260
UE URBAN EDGE PROPERTIES C 753 753
UNF UNIFIRST CORPC 1,027 1,027
UNH UNITEDHEALTH GROUP INC C 7,082 7,082
UNP UNION PACIFIC CORP C 3,193 3,193
UPS UNITED PARCEL SERVICE INC CL 1,135 1,135
URBN URBAN OUTFITTERS INC C 1,098 1,098
URI UNITED RENTALS INC C 704 704
USPH U S PHYSICAL THERAPY INC C 710 710
V VISA INC CL AC 5,373 5,373
VALE VALE S A ADRC 2,102 2,102
VECO VEECO INSTRUMENTS INC DE C 670 670
VFC V F CORPC 1,652 1,652
VMC VULCAN MATERIALS COMPANY C 257 257
VOD VODAFONE GROUP PLC NEW SPON ADR 1,460 1,460
VRRM VERRA MOBILITY CORP C 1,427 1,427
VRSK VERISK ANALYTICS INC C 1,653 1,653
VRTS VIRTUS INVESTMENT PARTNERS INC 1,103 1,103
VTOL BRISTOW GROUP INCC 583 583
VTR VENTAS INCC 942 942
VYX NCR VOYIX CORPC 900 900
VZ VERIZON COMMUNICATIONS INC C 5,079 5,079
WAB WABTECC 569 569
WAFD WAFD INCC 1,128 1,128
WBD WARNER BROS DISCOVERY INC 275 275
WCN WASTE CONNECTIONS INC C 3,088 3,088
WD WALKER & DUNLOP INC C 1,167 1,167
WDC WESTERN DIGITAL CORP C 477 477
WDFC WD 40 COC 1,456 1,456
WELL WELLTOWER INC C 2,269 2,269
WFC WELLS FARGO & COC 5,830 5,830
WGO WINNEBAGO INDUSTRIES INC C 1,051 1,051
WHD CACTUS INC CL AC 992 992
WKC WORLD KINECT CORPC 578 578
WLY WILEY JOHN & SONS CL A C 699 699
WM WASTE MANAGEMENT INC DEL C 1,009 1,009
WMT WALMART INCC 904 904
WPM WHEATON PRECIOUS METALS CORP 1,743 1,743
WPP WPP PLC ADRC 874 874
WSFS WSFS FINANCIAL CORP C 1,169 1,169
WST WEST PHARMACEUTICAL SERVICES INC 655 655
WTW WILLIS TOWERS WATSON PUBLIC LTD 626 626
XEL XCEL ENERGY INC C 743 743
XYL XYLEM INCC 464 464
YELP YELP INC CL AC 890 890
YUM YUM BRANDS INC C 537 537
ZBRA ZEBRA TECHNOLOGIES CORP CL 772 772
ZTS ZOETIS INC CL AC 2,118 2,118
ZWS ZURN ELKAY WATER SOLUTIONS CORP 1,679 1,679

TY 2024 OtherExpensesSchedule
Name:
THE BACKLUND CHARITABLE TRUST
EIN:
47-6308098
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 15 0   15
INVESTMENT FEES 15,180 15,180   0


TY 2024 OtherIncreasesSchedule
Name:
THE BACKLUND CHARITABLE TRUST
EIN:
47-6308098
Description Amount
UNREALIZED GAIN/LOSS 117,436


TY 2024 TaxesSchedule
Name:
THE BACKLUND CHARITABLE TRUST
EIN:
47-6308098
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,389 1,389   0
FEDERAL EXCISE TAX 2,000 0   0