Julie and Roger Baskes Charitable Trust

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 grants totaling $4K.

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.

About Julie and Roger Baskes Charitable Trust

Based on IRS filings

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 grants totaling $4K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

ChicagoNew YorkSkokie

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$14K$21K$29K20202021202220232024
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

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$13K$19K$26K6 grants20201 grants20211 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

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+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Newberry Library ($3,722).

RecipientPurposeAmount
NEWBERRY LIBRARY CHICAGO, ILGENERAL FUND$3,722

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROGER S BASKESTRUSTEE
JULIE BASKESTRUSTEE

Frequently Asked Questions

Where does Julie and Roger Baskes Charitable Trust operate?

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

What size grants does Julie and Roger Baskes Charitable Trust award?

In 2024, Julie and Roger Baskes Charitable Trust awarded 1 grants totaling $4K — an average of about $4K per grant, based on its IRS Form 990 filings.

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.

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

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