William Robert Baird Charitable Trust
The William Robert Baird Charitable Trust is a private foundation based in Meridian, Mississippi. Its 2025 filing states that distributions are limited to institutions and organizations serving poor people in Mississippi and Louisiana.
William Robert Baird Charitable Trust at a glance
In short: William Robert Baird Charitable Trust gave $314K across 16 grants in 2026 (avg $20K), mostly in Mississippi. 0% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $313,795
- +10.4% vs 2025
- Grants made (2026)
- 16
- +0.0% vs 2025
- Average grant
- $19,612
- +10.4% vs 2025
- Median grant
- $14,907
- Total assets
- $4,813,212
- +2.2% vs 2025
- New grantees (estimate)
- 0% first-time grantees (0 of 16, 2026; small sample)
- Primary geography
- Mississippi (90% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to William Robert Baird Charitable Trust
- How to Apply
-
The 2025 filing says donation requests should be sent to the Citizens National Bank Trust Department. Applications may be submitted at any time.
- Contact
Application contact: Citizens National Bank Trust Depart
Mailing address: 512 22Nd Ave, Meridian, MS 39301
Phone: (601) 484-5311
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who William Robert Baird Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Catholic Charities ($34K). Together the top 10 received $225K.
Grant Size Distribution
80 grants across all recorded years
The most common grant size was under $50K: 80 grants of 80 (100%).
Geographic Focus
Where this funder awards grants
The Trust’s 2025 filing limits distributions to organizations serving poor people in Mississippi and Louisiana. In 2026, 90% of grant dollars went to recipients in Mississippi and 10% to recipients in Louisiana.
Grant Distribution by State
Share of 2026 grant dollars across all 16 itemized grants.
States
Cities
Is William Robert Baird Charitable Trust open to new grantees?
0%
first-time grantees, 2026
In 2026, 0 of 16 grantees (0%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. How we count
- 100% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+0%). Method
- In 2026 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $250K (2021) to $314K (2026). In 2026 it made 16 grants totaling $314K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Catholic Charities Jackson, MS | Provide support to the organizaton to excercise leadership in assisting its membership | $33,609 |
| The Greater New Orleans Foundation New Orleans, LA | To provide support to the recipient and their continued charitable activities | $31,741 |
| Loves' Kitchen Meridian, MS | Provide support to enable the recipient to provide meals to the less fortunate of the community | $30,501 |
| Wesley House Community Center Meridian, MS | To provide support to the recipient and their continued charitable activities | $25,343 |
| Salvation Army Meridian, MS | Provide support to the organization and it's mission to assist the indigent in the local community; | $24,608 |
| American Red Cross Gulfport, MS | Provide Financial Support to Chapter Activities | $19,158 |
| Habitat for Humanity Meridian, MS | To help support the home building activities of the organization | $14,907 |
| Meridian Freedom Project Meridian, MS | Provide support to the organization and it's mission as a learning facility for under priviledge youth | $14,907 |
| Mississippi Special Olympics Meridian, MS | Provide support to the games and the mission served | $14,906 |
| Boys & Girls Club of East Mississippi Meridian, MS | To provide support and assistance to needy children in the local community | $14,874 |
Ready to take the next step with William Robert Baird Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $4,813,212 | $469,984 | $366,048 | $313,795 | 16 | $313,795 | $417,731 | $338,178 |
| 2025 | $4,709,276 | $279,608 | $319,325 | $284,282 | 16 | $284,282 | $244,565 | $313,795 |
| 2024 | $4,748,993 | $184,816 | $334,795 | $270,495 | 16 | $270,495 | $120,516 | $284,282 |
| 2023 | $4,898,972 | $1,165,482 | $362,893 | $312,293 | 16 | $312,293 | $1,114,882 | $270,495 |
| 2022 | $4,185,033 | $492,612 | $302,350 | $260,298 | 16 | $260,298 | $450,560 | $312,293 |
| 2021 | $3,906,121 | $348,022 | $302,219 | $250,030 | 16 | — | $295,833 | $260,298 |
Under IRS private-foundation payout rules, William Robert Baird Charitable Trust reported a distributable amount of $338K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Trust’s filing does not state a separate mission. Its 2025 filing limits distributions to organizations serving poor people in Mississippi and Louisiana.
Grantees’ own descriptions illustrate the kinds of organizations supported. Wesley House Community Center says it provides preschool and adult learning for low-income families, food and clothing for people in need, and prevention and counseling services related to abuse. Hope Village for Children describes its mission as caring for neglected and abused children. Catholic Charities of the Diocese of Jackson says it helps vulnerable people, especially children, women, and families.
Grantmaking
In filing year 2026, the Trust reported 16 grants totaling $313,795. Grants ranged from $14,873 to $33,609, with a median of $14,906.
Among the largest reported grants were $33,609 to Catholic Charities; $31,741 to The Greater New Orleans Foundation; $30,501 to Loves’ Kitchen; $25,343 to Wesley House Community Center; and $24,608 to the Salvation Army. Other listed recipients included the American Red Cross ($19,158), Habitat for Humanity ($14,907), Meridian Freedom Project ($14,907), Mississippi Special Olympics ($14,906), Boys & Girls Club of East Mississippi ($14,874), Care Lodge ($14,874), and Choctaw Area Council BSA ($14,874).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Archie McDonnell Jr, Donna Jill Johnson, and Fred O Poitevent as board members.
William Robert Baird Charitable Trust's 2026 filing lists 3 officers; none of the 3 officers listed in 2026 report compensation.
Officers on the 2026 filing
Archie McDonnell Jr.
Board Member
On filings since 2021
1 hr/week
No compensation reported
Donna Jill Johnson
Board Member
On filings since 2021
1 hr/week
No compensation reported
Fred O. Poitevent
Board Member
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about William Robert Baird Charitable Trust
How much does William Robert Baird Charitable Trust give each year?
William Robert Baird Charitable Trust gave $314K across 16 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $284K across 16 grants.
What is William Robert Baird Charitable Trust's typical grant size?
William Robert Baird Charitable Trust's median grant in 2026 was $14,907, and its average grant was $19,612, across 16 grants on its 2026 IRS Form 990-PF.
Where does William Robert Baird Charitable Trust give grants?
William Robert Baird Charitable Trust gives mostly in Mississippi: 90% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Louisiana (10%). The most frequent recipient cities were Meridian, MS (13 grants).
Does William Robert Baird Charitable Trust give general operating support?
Not in 2026: none of the 16 grants with a stated purpose on William Robert Baird Charitable Trust's 2026 IRS Form 990-PF were described as general or operating support.
Who are William Robert Baird Charitable Trust's largest grantees?
William Robert Baird Charitable Trust's largest 2026 grantees include Catholic Charities ($33,609), The Greater New Orleans Foundation ($31,741) and Loves' Kitchen ($30,501), according to its 2026 IRS Form 990-PF. Together they received 31% of its itemized 2026 grant dollars.
How large is William Robert Baird Charitable Trust?
William Robert Baird Charitable Trust reported $4.8M in total assets on its 2026 IRS Form 990-PF. It paid out $314K in qualifying distributions that year, against a required minimum of $338K (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 does William Robert Baird Charitable Trust fund?
The Trust’s filing does not state a separate mission. Its 2025 filing limits distributions to organizations serving poor people in Mississippi and Louisiana. See mission & focus areas ↑
How do I apply for a grant from William Robert Baird Charitable Trust?
The 2025 filing says donation requests should be sent to the Citizens National Bank Trust Department. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 29, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 11, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 10, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 3, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS April 29, 2026)
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Cite this profile
Grantable. (2026). William Robert Baird Charitable Trust funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/william-robert-baird-charitable-trust-morg_e713bd3040404539bf668efc6f4eb34f
BibTeX
@misc{grantable_646170042_2026,
author = {{Grantable}},
title = {{William Robert Baird Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/william-robert-baird-charitable-trust-morg_e713bd3040404539bf668efc6f4eb34f},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from William Robert Baird Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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