Julie and Roger Baskes Charitable Trust

Private foundation · Grantmaker Chicago, IL EIN: 36-3440025

Julie and Roger Baskes Charitable Trust is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grant totaling $4K.

Key facts about Julie and Roger Baskes Charitable Trust

In short: Julie and Roger Baskes Charitable Trust gave $4K across 1 grant in 2024 (avg $4K), mostly in Illinois. Source: 2024 IRS Form 990-PF.

EIN
36-3440025
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$3,722
Grants made (2024)
1
Average grant
$3,722
Median grant
$3,722
Primary geography
Illinois (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$4K

Grant Count

1

Avg Grant Size

$4K

Under IRS private-foundation payout rules, Julie and Roger Baskes Charitable Trust reported a distributable amount of $183 for 2024 — the minimum it must pay out in qualifying distributions.

How Julie and Roger Baskes Charitable Trust gives

  • Giving fell 86% from 2021 to 2024. Method
  • In 2024 it paid out well above 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

2states

Share of the 2024 grant dollars on its one itemized grant.

Cities

ChicagoNew YorkSkokie

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K6 grants2020 1 grant2021 1 grant2022 0 grants2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $4K (2024) to $26K (2021). In 2024 it made 1 grant totaling $4K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Newberry Library: $4KNewberry Library$4K

The largest 2024 recipient was Newberry Library ($4K).

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 9 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Newberry Library Chicago, ILGeneral Fund$3,722

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2020 2021 2022 2023 2024
Metric202420232022
Total Assets—$3,722$3,721
Revenue—$1$1
Expenses$3,722—$4,786
Qualifying Distributions$3,722—$4,786
Net Investment Income—$1$1
Distributable Amount$183$183$216

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Julie and Roger Baskes Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Julie Baskes

    Trustee

    On filings since 2020

    No compensation reported

  • Roger S. Baskes

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 Julie and Roger Baskes Charitable Trust

How much does Julie and Roger Baskes Charitable Trust give each year?

Julie and Roger Baskes Charitable Trust gave $4K across 1 grant in 2024, according to its 2024 IRS Form 990-PF.

Where does Julie and Roger Baskes Charitable Trust operate?

Julie and Roger Baskes Charitable Trust has awarded grants in Illinois, New York.

How much is Julie and Roger Baskes Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Julie and Roger Baskes Charitable Trust reported a distributable amount of $183 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Julie and Roger Baskes Charitable Trust's EIN?

Julie and Roger Baskes Charitable Trust's EIN (Employer Identification Number) is 36-3440025. IRS Form 990 filing data is available on this page for 2020–2024.

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

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