Lillian M Baker Trust
Lillian M Baker Trust is a private foundation based in Portland, Maine. Its 2025 filing lists scholarships and charitable organizations benefiting Maine residents as award restrictions; its grants that year included scholarships to colleges and universities and a charitable grant to a nursing association.
Lillian M Baker Trust at a glance
In short: Lillian M Baker Trust gave $43K across 10 grants in 2025 (avg $4K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $43,000
- -22.4% vs 2024
- Grants made (2025)
- 10
- +42.9% vs 2024
- Average grant
- $4,300
- -45.7% vs 2024
- Median grant
- $3,000
- Total assets
- $717,928
- +4.4% vs 2024
- Primary geography
- Maine (79% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Lillian M Baker Trust
- How to Apply
-
The trust states that it does not restrict giving to preselected organizations. Its filing instructs applicants to submit all pertinent information in writing to the attention of Rodney Cote at Portland Trust Company. Awards are restricted to scholarships and charitable organizations benefiting Maine residents.
- Review Cycle
- The filing lists April 15. That date has passed; the filing does not specify a year for the deadline.
- Deadline
- The filing lists April 15.
- Contact
Application contact: Portland Trust Co
Mailing address: 2 Monument Square, Suite 703, Porland, ME 04101
Phone: (207) 558-6220
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lillian M Baker Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University of Maine ($15K). Together the top 10 received $43K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 41 grants of 41 (100%).
Geographic Focus
Where this funder awards grants
The trust’s 2025 filing restricts awards to scholarships and charitable organizations benefiting Maine residents. By recipient state, 79% of 2025 grant dollars went to Maine, 14% to Massachusetts, and 7% to Connecticut.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
How Lillian M Baker Trust gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $30K (2021) to $55K (2024). In 2025 it made 10 grants totaling $43K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Maine Orono, ME | Scholarship | $15,000 |
| Rockland District Nursing Assoc Rockland, ME | Charitable | $6,000 |
| St Joseph's College Standish, ME | Scholarship | $5,000 |
| Endicott College Beverly, MA | Scholarship | $5,000 |
| University of New England Biddeford, ME | Scholarship | $3,000 |
| SMCC South Portland, ME | Scholarship | $3,000 |
| Post University Waterbury, CT | Purpose | $3,000 |
| Husson University Bangor, ME | Scholarship | $1,000 |
| Maine Maritime Academy Castine, ME | Scholarship | $1,000 |
| Dean College Franklin, MA | Scholarship | $1,000 |
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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 | $717,928 | $83,281 | $53,206 | $43,000 | 10 | $47,082 | $77,157 | $43,594 |
| 2024 | $687,853 | $41,121 | $65,000 | $55,400 | 7 | $59,240 | $35,361 | $42,232 |
| 2023 | $711,732 | $116 | $54,603 | $35,000 | 6 | $47,916 | $15,329 | $40,062 |
| 2022 | $766,219 | $-19,941 | $64,445 | $45,000 | 9 | $52,470 | $6,731 | $41,446 |
| 2021 | $850,634 | $175,749 | $50,551 | $30,000 | 9 | $38,408 | $164,762 | $46,374 |
| 2020 | $724,509 | $60,933 | $51,292 | $36,000 | 14 | — | $52,305 | $41,371 |
| 2019 | $713,355 | $47,108 | $52,293 | $36,000 | 15 | — | $41,176 | $39,235 |
Under IRS private-foundation payout rules, Lillian M Baker Trust reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Grantmaking
In filing year 2025, the trust gave $43,000 through 10 grants. Grants ranged from $1,000 to $15,000, with a median of $3,000. The largest awards were $15,000 to the University of Maine for a scholarship and $6,000 to Rockland District Nursing Association for charitable purposes. Other grants included $5,000 each to St. Joseph’s College and Endicott College for scholarships; $3,000 each to the University of New England and SMCC for scholarships; and $3,000 to Post University, with the purpose listed as “PURPOSE.”
Grantees describe their work in their own terms: Endicott College says it integrates professional and liberal arts education with experiential learning; the University of New England says it prepares students to thrive and improve the health of people, communities, and the planet; Dean College describes a residential college focused on student aspirations and personalized support; and Husson University says it prepares students for professional careers through an education informed by the sciences and humanities.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Portland Trust Company as trustee.
Lillian M Baker Trust's only listed officer is Portland Trust Company, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
Portland Trust Company
Trustee
On filings since 2023
2 hrs/week
$9K (2024) → $9K (2025)
Former officers (2)
- Former: Bank Of America (2021–2022) — Trustee
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $9K, to Portland Trust Company (Trustee).
Frequently asked questions about Lillian M Baker Trust
How much does Lillian M Baker Trust give each year?
Lillian M Baker Trust gave $43K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $55K across 7 grants.
What is Lillian M Baker Trust's typical grant size?
Lillian M Baker Trust's median grant in 2025 was $3,000, and its average grant was $4,300, across 10 grants on its 2025 IRS Form 990-PF.
Where does Lillian M Baker Trust give grants?
Lillian M Baker Trust gives mostly in Maine: 79% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (14%) and Connecticut (7%).
Does Lillian M Baker Trust give general operating support?
Not in 2025: none of the 10 grants with a stated purpose on Lillian M Baker Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (8 grants).
Who are Lillian M Baker Trust's largest grantees?
Lillian M Baker Trust's largest 2025 grantees include University of Maine ($15,000), Rockland District Nursing Assoc ($6,000) and St Joseph's College ($5,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Lillian M Baker Trust?
Lillian M Baker Trust reported $718K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets).
How do I apply for a grant from Lillian M Baker Trust?
The trust states that it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Lillian M Baker Trust's EIN?
Lillian M Baker Trust's EIN (Employer Identification Number) is 04-6010588. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 27, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 9, 2024)
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