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
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
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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
No grants recorded for .
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 NonprofitsRelated Funders
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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