Lillian S Baker Charitable Trust
Lillian S Baker Charitable Trust is a private foundation focused on Philanthropy, based in Tulsa, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $834K in total assets. In 2024, it awarded 2 grants totaling $20K. Net investment income was $143K.
Lillian S Baker Charitable Trust at a glance
In short: Lillian S Baker Charitable Trust gave $20K across 2 grants in 2024 (avg $10K), mostly in Oklahoma. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $20,000
- Grants made (2024)
- 2
- Average grant
- $10,000
- Median grant
- $10,000
- Total assets
- $833,959
- +16.0% vs 2023
- Primary geography
- Oklahoma (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Lillian S Baker Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Jenks Public Schools Foundation ($10K). Together the top 2 received $20K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 24 grants of 25 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
How Lillian S Baker Charitable Trust gives
- Giving fell 88% from 2021 to 2024. Method
- In 2024 it paid out 27% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2024, annual grant giving ranged from $10K (2022) to $170K (2021). In 2024 it made 2 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jenks Public Schools Foundation Jenks, OK | To fund programs for students of jenks public schools | $10,000 |
| The First Church of Christ Scientist Oklahoma City, OK | Promoting and Extending Christian Science | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $833,959 | $187,460 | $72,342 | $20,000 | 2 | $20,000 | $142,700 | $74,367 |
| 2023 | $718,841 | $89,408 | $42,656 | — | — | — | $54,745 | $63,811 |
| 2022 | $672,089 | $133,775 | $21,461 | $10,000 | 4 | $10,000 | $125,950 | $59,408 |
| 2021 | $554,488 | $136,114 | $208,306 | $169,500 | 12 | $169,500 | $97,589 | $65,099 |
| 2020 | $625,613 | $109,775 | $107,873 | $80,000 | 7 | — | $81,902 | $49,916 |
Under IRS private-foundation payout rules, Lillian S Baker Charitable Trust reported a distributable amount of $74K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lillian S Baker Charitable Trust is led by Kevin Short, Successor Trustee on every filing since 2022 — the only officer listed, and compensated.
Officers on the 2024 filing
Kevin Short
Successor Trustee
On filings since 2022
4 hrs/week
$26K (2023) → $31K (2024)
Former officers (1)
- Former: Jack E. Short (2020–2021) — Former Trustee
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $31K, to Kevin Short (Successor Trustee).
Frequently asked questions about Lillian S Baker Charitable Trust
How much does Lillian S Baker Charitable Trust give each year?
Lillian S Baker Charitable Trust gave $20K across 2 grants in 2024, according to its 2024 IRS Form 990-PF.
How large is Lillian S Baker Charitable Trust?
Lillian S Baker Charitable Trust reported $834K in total assets on its 2024 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $74K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Lillian S Baker Charitable Trust?
Lillian S Baker Charitable Trust is a private foundation focused on Philanthropy, based in Tulsa, OK. It holds $834K in total assets as of 2024.
Where does Lillian S Baker Charitable Trust operate?
Lillian S Baker Charitable Trust has awarded grants in Illinois, Massachusetts, Oklahoma, Tennessee, Virginia.
What is Lillian S Baker Charitable Trust's EIN?
Lillian S Baker Charitable Trust's EIN (Employer Identification Number) is 14-1942315. 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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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