William Robert Baird Charitable Tr Citizens Natl Bank Ttee

Meridian, MS
Tax-exempt since Aug. 1979
EIN: 64-6170042

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$280k (2025)

Expenses

$319k (2025)

Total Assets

$4.71M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2025

Revenue

$279,608

Expenses

$319,325

Net Income

-$39,717

Net Assets

$4,709,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$169,760	60.7%
Sales of Assets	$109,848	39.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$284,282	89.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,709,276
Total Liabilities	$0
Net Assets	$4,709,276

Compensation

Key Employees and Officers	Compensation	Other
Archie Mcdonnell Jr (Board Member)	$0	$0
Donna Jill Johnson (Board Member)	$0	$0
Fred O Poitevent (Board Member)	$0	$0

990-PF

Filed on May 14, 2025

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Fiscal Year Ending March
2024

Revenue

$184,816

Expenses

$334,795

Net Income

-$149,979

Net Assets

$4,748,993

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$163,909	88.7%
Sales of Assets	$20,907	11.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,495	80.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,748,993
Total Liabilities	$0
Net Assets	$4,748,993

Compensation

Key Employees and Officers	Compensation	Other
Archie Mcdonnell Jr (Board Member)	$0	$0
Donna Jill Johnson (Board Member)	$0	$0
Fred O Poitevent (Board Member)	$0	$0

990-PF

Filed on June 3, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2023

Revenue

$1,165,482

Expenses

$362,893

Net Income

$802,589

Net Assets

$4,898,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$131,986	11.3%
Sales of Assets	$1,033,496	88.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$312,293	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,898,972
Total Liabilities	$0
Net Assets	$4,898,972

Compensation

Key Employees and Officers	Compensation	Other
Archie Mcdonnell Jr (Board Member)	$0	$0
Donna Jill Johnson (Board Member)	$0	$0
Fred O Poitevent (Board Member)	$0	$0

990-PF

Filed on July 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2022

Revenue

$492,612

Expenses

$302,350

Net Income

$190,262

Net Assets

$4,096,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$126,265	25.6%
Sales of Assets	$366,058	74.3%
Other Income	$289	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$260,298	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,185,033
Total Liabilities	$88,650
Net Assets	$4,096,383

Compensation

Key Employees and Officers	Compensation	Other
Archie Mcdonnell Jr (Board Member)	$0	$0
Donna Jill Johnson (Board Member)	$0	$0
Fred O Poitevent (Board Member)	$0	$0

990-PF

Filed on July 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2021

Revenue

$348,022

Expenses

$302,219

Net Income

$45,803

Net Assets

$3,906,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$131,947	37.9%
Sales of Assets	$212,955	61.2%
Other Income	$3,120	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,030	82.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,906,121
Total Liabilities	$1
Net Assets	$3,906,120

Compensation

Key Employees and Officers	Compensation	Other
Archie Mcdonnell Jr (Board Member)	$0	$0
Donna Jill Johnson (Board Member)	$0	$0
Fred O Poitevent (Board Member)	$0	$0

990-PF

Filed on June 29, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2020

Revenue

$414,581

Expenses

$288,656

Net Income

$125,925

Net Assets

$3,860,317

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$139,314	33.6%
Sales of Assets	$275,267	66.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$243,504	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,860,318
Total Liabilities	$1
Net Assets	$3,860,317

Compensation

Key Employees and Officers	Compensation	Other
Archie Mcdonnell Jr (Board Member)	$0	$0
Donna Jill Johnson (Board Member)	$0	$0
Fred O Poitevent (Board Member)	$0	$0

990-PF

Filed on June 16, 2020

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Fiscal Year Ending March
2019

Revenue

$423,981

Expenses

$288,358

Net Income

$135,623

Net Assets

$3,734,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$136,312	32.2%
Sales of Assets	$286,877	67.7%
Other Income	$792	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$248,439	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,734,393
Total Liabilities	$0
Net Assets	$3,734,393

Compensation

Key Employees and Officers	Compensation	Other
Archie Mcdonnell Jr (Board Member)	$0	$0
Donna Jill Johnson (Board Member)	$0	$0
Fred O Poitevent (Board Member)	$0	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2018

Revenue

$284,371

Expenses

$253,908

Net Income

$30,463

Net Assets

$3,598,770

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$132,662	46.7%
Sales of Assets	$149,189	52.5%
Other Income	$2,520	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,999	77.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,598,770
Total Liabilities	$0
Net Assets	$3,598,770

Compensation

Key Employees and Officers	Compensation	Other
Archie Mcdonnell Jr (Board Member)	$0	$0
Donna Jill Johnson (Board Member)	$0	$0
Fred O Poitevent (Board Member)	$0	$0

990-PF

Filed on June 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2017

Revenue

$847,753

Expenses

$285,775

Net Income

$561,978

Net Assets

$3,568,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	2.9%
Interest Revenue	$0
Dividends	$149,797	17.7%
Sales of Assets	$670,391	79.1%
Other Income	$2,565	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$230,321	80.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,568,307
Total Liabilities	$0
Net Assets	$3,568,307

Compensation

Key Employees and Officers	Compensation	Other
Archie Mcdonnell Jr (Board Member)	$0	$0
Donna Jill Johnson (Board Member)	$0	$0
Fred O Poitevent (Board Member)	$0	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2016

Revenue

$933,763

Expenses

$289,273

Net Income

$644,490

Net Assets

$3,006,329

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$162,021	17.4%
Sales of Assets	$771,742	82.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$251,136	86.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,006,329
Total Liabilities	$0
Net Assets	$3,006,329

Compensation

Key Employees and Officers	Compensation	Other
Archie Mcdonnell Jr (Board Member)	$0	$0
Donna Jill Johnson (Board Member)	$0	$0
Stephen Moore (Board Member)	$0	$0

990-PF

Filed on May 25, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2015

Revenue

$226,205

Expenses

$281,874

Net Income

-$55,669

Net Assets

$2,361,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$161,723	71.5%
Sales of Assets	$64,403	28.5%
Other Income	$79	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$230,328	81.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,361,839
Total Liabilities	$0
Net Assets	$2,361,839

Compensation

Key Employees and Officers	Compensation	Other
Archie Mcdonnell Jr (Board Member)	$0	$0
Donna Jill Johnson (Board Member)	$0	$0
Stephen Moore (Board Member)	$0	$0
Brian Ponder (Board Member)	$0	$0

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990-PF

Filed on June 30, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2014

Revenue

$615,751

Expenses

$230,335

Net Income

$385,416

Net Assets

$2,417,508

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$147,632	24.0%
Sales of Assets	$468,119	76.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,024	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,417,508
Total Liabilities	$0
Net Assets	$2,417,508

Compensation

Key Employees and Officers	Compensation	Other
Archie Mcdonnell Jr (Board Member)	$0	$0
Donna Jill Johnson (Board Member)	$0	$0
Stephen Moore (Board Member)	$0	$0
Brian Ponder (Board Member)	$0	$0

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990-PF

Filed on June 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2013

Revenue

$326,553

Expenses

$231,801

Net Income

$94,752

Net Assets

$2,032,092

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$141,058	43.2%
Sales of Assets	$185,495	56.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,894	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,046,751
Total Liabilities	$14,659
Net Assets	$2,032,092

990-PF

Filed on Jan. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2012

Revenue

$453,907

Expenses

$212,255

Net Income

$241,652

Net Assets

$1,937,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$132,554	29.2%
Sales of Assets	$321,353	70.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,017	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,937,340
Total Liabilities	$1
Net Assets	$1,937,339

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated March 23, 2026

William Robert Baird Charitable Tr Citizens Natl Bank Ttee

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $280k (2025)

Expenses $319k (2025)

Total Assets $4.71M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$280k (2025)

Expenses

$319k (2025)

Total Assets

$4.71M (2025)

Total Liabilities

$0 (2025)

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2025

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2024

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2023

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2020

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2017

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2014

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2013

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2012

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