Julie and Roger Baskes Charitable Trust
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
Share of the 2024 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2024 recipient was Newberry Library ($4K).
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Newberry Library Chicago, IL | General Fund | $3,722 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- 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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