Baker Geo & Susie Ua

MILWAUKEE, WI EIN: 61-6127317

Baker Geo & Susie Ua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $227K in total assets. In 2024, it awarded 1 grants totaling $11K. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$227K

+2.5% YoY

Annual Giving

$11K

-21.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

-21.5% YoY

Under IRS private-foundation payout rules, Baker Geo & Susie Ua reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.

About Baker Geo & Susie Ua

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $64K (100%)

States

Kentucky

Cities

Covington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$227,131	$221,487	$224,455
Revenue	$23,540	$17,502	$16,281
Expenses	$17,896	$20,472	$21,967
Qualifying Distributions	$13,288	$16,355	$16,855
Net Investment Income	$17,658	$11,777	$10,418
Distributable Amount	$14,560	$13,436	$14,457

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Madison Avenue Christian Church ($11,313).

Recipient	Purpose	Amount
MADISON AVENUE CHRISTIAN CHURCH COVINGTON, KY	GENERAL OPERATING	$11,313

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$4,752

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Baker Geo & Susie Ua?

Baker Geo & Susie Ua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $227K in total assets as of 2024.

How large is Baker Geo & Susie Ua?

As of 2024, Baker Geo & Susie Ua holds $227K in total assets with $24K in annual revenue. It awarded 1 grants totaling $11K in 2024.

Where does Baker Geo & Susie Ua operate?

Baker Geo & Susie Ua has awarded grants in Kentucky.

What size grants does Baker Geo & Susie Ua award?

In 2024, Baker Geo & Susie Ua awarded 1 grants totaling $11K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Baker Geo & Susie Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Baker Geo & Susie Ua reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.