William Robert Baird Charitable Trust
The William Robert Baird Charitable Trust is a private foundation established in 1980 and based in Meridian, Mississippi. It operates as an independent 501(c)(3) foundation with no employees. The Trust is managed by Citizens National Bank's Wealth Management Division.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.7M
-0.8% YoY
Annual Giving
$284K
+5.1% YoY
Grant Count
16
+0.0% YoY
Avg Grant Size
$18K
+5.1% YoY
Under IRS private-foundation payout rules, William Robert Baird Charitable Trust reported a distributable amount of $314K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The Trust provides support to charitable organizations and their continued activities, with primary funding focus on:
- Human Services
- Health Care
- Philanthropy, Voluntarism & Grantmaking
Grantmaking
The Trust made 16 grants in the most recent fiscal year (ending March 2025). Notable recent grants include:
Average Grant
amount varies by year
Ready to take the next step with William Robert Baird Charitable Trust?
Geographic Focus
Where this funder awards grants
The Trust primarily funds organizations in Mississippi and Louisiana.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending March 2025:
- Total Assets: $4,709,276
- Total Revenues: $279,608
- Total Expenses: $319,325
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,709,276 | $4,748,993 | $4,898,972 |
| Revenue | $279,608 | $184,816 | $1,165,482 |
| Expenses | $319,325 | $334,795 | $362,893 |
| Qualifying Distributions | $284,282 | $270,495 | $312,293 |
| Net Investment Income | $244,565 | $120,516 | $1,114,882 |
| Distributable Amount | $313,795 | $284,282 | $270,495 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
80 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include The Greater New Orleans Foundation ($30,660), Catholic Charities ($30,659), Loves' Kitchen ($24,165).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN RED CROSS GULFPORT, MS | PROVIDE FINANCIAL SUPPORT TO CHAPTER ACTIVITIES | $17,455 |
| BOYS & GIRLS CLUB OF EAST MISSISSIPPI MERIDIAN, MS | TO PROVIDE SUPPORT AND ASSISTANCE TO NEEDY CHILDREN IN THE LOCAL COMMUNITY | $13,759 |
| CARE LODGE MERIDIAN, MS | TO HELP SUPPORT THE MISSION OF THE LODGE | $13,759 |
| CATHOLIC CHARITIES JACKSON, MS | PROVIDE SUPPORT TO THE ORGANIZATON TO EXCERCISE LEADERSHIP IN ASSISTING ITS MEMBERSHIP | $30,659 |
| CHOCTAW AREA COUNCIL BSA MERIDIAN, MS | TO HELP SUPPORT LOCAL SCOUTING ACTIVITES | $13,759 |
| HABITAT FOR HUMANITY MERIDIAN, MS | TO HELP SUPPORT THE HOME BUILDING ACTIVITIES OF THE ORGANIZATION | $13,759 |
| HOPE VILLAGE FOR CHILDREN MERIDIAN, MS | TO PROVIDE SUPPORT TO THIS ORGANIZATION THAT ASSIST ABUSED AND UNDERPRIVILEGED CHILDREN | $13,759 |
| LOVES' KITCHEN MERIDIAN, MS | PROVIDE SUPPORT TO ENABLE THE RECIPIENT TO PROVIDE MEALS TO THE LESS FORTUNATE OF THE COMMUNITY | $24,165 |
| MCCSA MERIDIAN, MS | PROVIDE SUPPORT TO THE RECIPIENT AND THEIR CONTINUED CHARITABLE ACTIVITIES | $13,759 |
| MERIDIAN FREEDOM PROJECT MERIDIAN, MS | PROVIDE SUPPORT TO THE ORGANIZATION AND IT'S MISSION AS A LEARNING FACILITY FOR UNDER PRIVILEDGE YOUTH | $13,759 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ARCHIE MCDONNELL JR | BOARD MEMBER | 1 | — |
| DONNA JILL JOHNSON | BOARD MEMBER | 1 | — |
| FRED O POITEVENT | BOARD MEMBER | 1 | — |
Recent News & Activity
Recent developments and announcements
The Trust has supported educational initiatives through the Paul Purcell "Kids Win!" grant program, which awards grants to nonprofits focused on education. This program has been active since at least 2021, with annual grant distributions continuing through 2025.
Baird Awards Paul Purcell \u201CKids Win!\u201D Grants To 32 NonprofitsCitizens National Bank, as trustee, has presented grant distributions to Meridian-area nonprofit organizations through the Trust on an annual basis.
Baird Awards Paul Purcell \u201CKids Win!\u201D Grants To 32 NonprofitsFrequently Asked Questions
What does William Robert Baird Charitable Trust fund?
The Trust provides support to charitable organizations and their continued activities, with primary funding focus on: • Human Services • Health Care • Philanthropy, Voluntarism & Grantmaking
How do I apply for a grant from William Robert Baird Charitable Trust?
**Grant Amounts:** • Typical awards range from $12,821 to $33,447 • Average grant amount varies by year **Recent Grant Activity:** The Trust made 16 grants in the most recent fiscal year (ending March 2025). Notable recent grants include: • The Greater New Orleans Foundation: $30,660 • Wesley House Community Center: $22,971 • Boys and Girls Club of East Mississippi: $13,759 • Free Clinic of Meridian: $13,000 (for medical treatment assistance to the indigent) **Annual Giving:** • Total giving in…
Where does William Robert Baird Charitable Trust make grants?
The Trust primarily funds organizations in Mississippi and Louisiana.
What size grants does William Robert Baird Charitable Trust award?
In 2025, William Robert Baird Charitable Trust awarded 16 grants totaling $284K — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is William Robert Baird Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, William Robert Baird Charitable Trust reported a distributable amount of $314K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William Robert Baird Charitable Trust's EIN?
William Robert Baird Charitable Trust's EIN (Employer Identification Number) is 64-6170042. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in William Robert Baird Charitable Trust's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Veterans Memory Park in Ridgeland
RIDGELAND, MS
Assets
$88K
Grants
0
Total Given
—
Kappa Delta Sorority Inc 0805
OXFORD, MS
Assets
$725K
Grants
1
Total Given
$66K
William a Coleman Trust Ua Dtd 04091986 Tr
JACKSON, MS
Assets
$316K
Grants
4
Total Given
$14K
Van Devender Family Foundation
JACKSON, MS
Assets
$137K
Grants
47
Total Given
$760K
Northeast Ms Board of Realtors
TUPELO, MS
Assets
$683K
Grants
1
Total Given
$6K
United Way of Northeast Mississippi Inc
TUPELO, MS
Assets
$3.1M
Grants
35
Total Given
$783K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with William Robert Baird Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching William Robert Baird Charitable Trust to a real strategy.