Nonprofit · EIN 64-6170042
WILLIAM ROBERT BAIRD CHARITABLE TR CITIZENS NATL BANK TTEE
Tax-exempt · MERIDIAN, MS 39302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $469,984 | $366,048 | $103,936 | $4,813,212 | $0 | $4,813,212 |
| March 31, 2025 | 990-PF | $279,608 | $319,325 | -$39,717 | $4,709,276 | $0 | $4,709,276 |
| March 31, 2024 | 990-PF | $184,816 | $334,795 | -$149,979 | $4,748,993 | $0 | $4,748,993 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $173,624
- Net gain from sales of assets
- $296,360
Expenses
- Grants and similar amounts paid
- $313,795
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $313,795
- Excise tax on investment income
- $5,806
Balance sheet and other
- Total assets, start of year
- $4,709,276
- Total assets, end of year
- $4,813,212
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,813,212
- Fair market value of assets
- $7,186,338
- Qualifying distributions
- $313,795
- Net investment income
- $469,984
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARCHIE MCDONNELL JR PO BOX 911, MERIDIAN, MS 39302 | BOARD MEMBER | 1 | $0 |
| DONNA JILL JOHNSON PO BOX 1055, MERIDIAN, MS 39302 | BOARD MEMBER | 1 | $0 |
| FRED O POITEVENT 3401 POPLAR SPRINGS DR, MERIDIAN, MS 39305 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended March 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARCHIE MCDONNELL JR PO BOX 911, MERIDIAN, MS 39302 | BOARD MEMBER | 1 | $0 |
| DONNA JILL JOHNSON PO BOX 1055, MERIDIAN, MS 39302 | BOARD MEMBER | 1 | $0 |
| FRED O POITEVENT 3401 POPLAR SPRINGS DR, MERIDIAN, MS 39305 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARCHIE MCDONNELL JR PO BOX 911, MERIDIAN, MS 39302 | BOARD MEMBER | 1 | $0 |
| DONNA JILL JOHNSON PO BOX 1055, MERIDIAN, MS 39302 | BOARD MEMBER | 1 | $0 |
| FRED O POITEVENT 3401 POPLAR SPRINGS DR, MERIDIAN, MS 39305 | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 911, MERIDIAN, MS 39302-0911
- In care of
- % CNB
- Signed the 990-PF
- MARY LAUREN WILSON, TRUST OFFICER
- Phone
- (601) 484-5221
- Return prepared by
- SWAIN COLLINS & NAPP PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 64-6170042
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1979
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,813,212
- Income (IRS master file)
- $1,065,133
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $469,984 | $366,048 | $4,813,212 | IRS |
| 990-PF | March 2025 | $279,608 | $319,325 | $4,709,276 | IRS |
| 990-PF | March 2024 | $184,816 | $334,795 | $4,748,993 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 64-6170042).
Questions about WILLIAM ROBERT BAIRD CHARITABLE TR CITIZENS NATL BANK TTEE
- What is the EIN of WILLIAM ROBERT BAIRD CHARITABLE TR CITIZENS NATL BANK TTEE?
- The employer identification number (EIN) of WILLIAM ROBERT BAIRD CHARITABLE TR CITIZENS NATL BANK TTEE is 64-6170042.
- Is WILLIAM ROBERT BAIRD CHARITABLE TR CITIZENS NATL BANK TTEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to WILLIAM ROBERT BAIRD CHARITABLE TR CITIZENS NATL BANK TTEE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM ROBERT BAIRD CHARITABLE TR CITIZENS NATL BANK TTEE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM ROBERT BAIRD CHARITABLE TR CITIZENS NATL BANK TTEE due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM ROBERT BAIRD CHARITABLE TR CITIZENS NATL BANK TTEE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of WILLIAM ROBERT BAIRD CHARITABLE TR CITIZENS NATL BANK TTEE?
- The 990-PF for the year ended March 31, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does WILLIAM ROBERT BAIRD CHARITABLE TR CITIZENS NATL BANK TTEE have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $469,984, expenses of $366,048 and total assets of $4,813,212 at year end.
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