William Robert Baird Charitable Trust

MERIDIAN, MS EIN: 64-6170042

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

+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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

The Trust primarily funds organizations in Mississippi and Louisiana.

Grant Distribution by State

Mississippi $1.2M (90%)

Louisiana $140K (10%)

States

Louisiana Mississippi

Cities

GulfportJacksonMeridianNew Orleans

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

2021

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 Nonprofits

Citizens 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 Nonprofits

Frequently 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.