Baker Georgiana R FD Trust UA

Private foundation · Grantmaker Dallas, TX EIN: 04-6036987

Baker Georgiana R FD Trust UA is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2024. In 2024, it awarded 1 grant totaling $3K.

Baker Georgiana R FD Trust UA at a glance

In short: Baker Georgiana R FD Trust UA gave $3K across 1 grant in 2024 (avg $3K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$2,959
-93.8% vs 2023
Grants made (2024)
1
-75.0% vs 2023
Average grant
$2,959
-75.3% vs 2023
Median grant
$2,959
Primary geography
Massachusetts (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Baker Georgiana R FD Trust UA funds

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Uxbridge Public Schools: $3KUxbridge Public Schools$3K

The largest 2024 recipient was Uxbridge Public Schools ($3K).

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 9 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of the 2024 grant dollars on its one itemized grant.

Cities

WorcesterBostonBaltimoreLowellLynchburgUxbridge

How Baker Georgiana R FD Trust UA gives

  • Giving grew 48% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants2021 2 grants2022 4 grants2023 1 grant2024

From 2021 to 2024, annual grant giving ranged from $2K (2021) to $48K (2023). In 2024 it made 1 grant totaling $3K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Uxbridge Public Schools Uxbridge, MAUnrestricted General$2,959
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024—$1,330$5,541$2,9591$3,998—$219
2023$4,577$3,361$50,036$48,0004$48,802$2,326$2,244
2022$50,181$9,718$4,488$2,5002$3,360$8,582$2,784
2021$53,476$3,898$3,981$2,0002—$2,823$3,087

Under IRS private-foundation payout rules, Baker Georgiana R FD Trust UA reported a distributable amount of $219 for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Baker Georgiana R FD Trust UA's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2024 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $434 (2022) → $6 (2024)

Former officers (1)
  • Former: Bank Of America N A (2021) — Trustee

Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Bank of America — Trustee: $6Bank of AmericaTrustee$6

The highest reported compensation on the 2024 filing was $6, to Bank of America (Trustee).

Frequently asked questions about Baker Georgiana R FD Trust UA

How much does Baker Georgiana R FD Trust UA give each year?

Baker Georgiana R FD Trust UA gave $3K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $48K across 4 grants.

Where does Baker Georgiana R FD Trust UA operate?

Baker Georgiana R FD Trust UA has awarded grants in Massachusetts, Maryland, Virginia.

How much is Baker Georgiana R FD Trust UA required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Baker Georgiana R FD Trust UA reported a distributable amount of $219 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Baker Georgiana R FD Trust UA's EIN?

Baker Georgiana R FD Trust UA's EIN (Employer Identification Number) is 04-6036987. IRS Form 990 filing data is available on this page for 2021–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Baker Georgiana R FD Trust UA'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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