David and Andrea Baum Family Foundation
EIN 137178822
Possibly inactive.
Last 990-PF filing on record is from 2021
(5 years ago). Verify before investing time in an application.
Total Given 2020–2021
$2.2M
45 grants · $1.1M avg/year
based on 2 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$540
typical micro grants · $250–$5K
grant size
29%
balanced · 10/35 multi-year
repeat
$1.6M
Assets (2020)
35
Distinct Recipients
About
THE FOUNDATION IS BEING DISSLOVED AS OF 11-30-21. THE REMAINING ASSETS ARE BEING DISTRIBUTED OUT OF THE FOUNDATION TO TWO NEWLY CREATED DONOR ADVISED FUNDS, THE BROWN UNIVERSITY DONOR ADVISED FUND AND CHARITABLE GIFT FUND, RESPECTIVELY. SEE STATEMENT TO TERMINATE PRIVATE FOUNDATION STATUS PREPARED BY WILSON ELSER MOSKOWITZ EDELMAN & DICKER LLP.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
DAVID BAUM
Phone
(973) 564-5060
Deadlines
N/A
How to Apply
THE ORGANIZATION'S PRIMARY ACTIVITY IS TO SUPPORT, BY CONTRIBUTIONS OTHER ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE TRUSTEES CHOOSE THESE ORGANIZATIONS BASED UPON THEIR KNOWLEDGE OF THE ORGANIZATIONS' ACTIVITIES. NO CONTRIBUTIONS, GRANTS, GIFTS, LOANS OR SCHOLARSHIPS ARE MADE TO INDIVIDUALS. THE ORGANIZATION DOES NOT PRESENTLY RECEIVE APPLICATIONS OR CONDUCT PROGRAMS FOR DONATIONS IN ITS ACTIVITIES.
Restrictions
N/A
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $165K | $1.6M | $150K | 17 |
| 2021 | $2.0M | $0 | $538K | 28 |
Grant Size Distribution
Based on 45 grants on record
Minimum
$50
25th Pctl
$250
Median
$540
Average
$49K
75th Pctl
$5K
Maximum
$1.8M
Geographic Distribution
Officers & Directors
DB
David Baum
2+ yrs
Trustee
AB
Andrea Terzi Baum
2+ yrs
Trustee
DB
David Baum
2+ yrs
Trustee
AB
Andrea Terzi Baum
2+ yrs
Trustee
Grants Awarded (45 total)
| Purpose | ||||
|---|---|---|---|---|
| Brown University Donor Advised Fund | Siloam Springs, AZ | $1,811,877 | GENERAL SUPPORT TO VARIOUS CHARITIES. | 2021 |
| Brown University | Providence, RI | $100,000 | EDUCATION | 2020 |
| Brown University | Providence, RI | $100,000 | EDUCATION | 2021 |
| Fidelity Charitable | Boston, MA | $50,232 | GENERAL SUPPORT TO VARIOUS CHARITIES. | 2021 |
| Martha'S Vineyard Youth | Vineyard Haven, MA | $26,795 | MEDICAL SUPPORT FOR CHILDREN | 2021 |
| Martha'S Vineyard Youth | Vineyard Haven, MA | $26,622 | MEDICAL SUPPORT FOR CHILDREN | 2020 |
| Temple Sharey Tefilo-Israeli | South Orange, NJ | $14,809 | RELIGIOUS | 2020 |
| Temple Sharey Tefilo-Israeli | South Orange, NJ | $13,316 | RELIGIOUS | 2021 |
| Brown Risd Hillel | Providence, RI | $11,800 | RELIGIOUS | 2021 |
| Brown Risd Hillel | Providence, RI | $10,000 | RELIGIOUS | 2020 |
| Alliance for Global Justice | Tucson, AZ | $5,000 | SOCIAL SERVICES | 2020 |
| Jewish Federation of Greater Metrowest | Whippany, NJ | $5,000 | RELIGIOUS | 2020 |
| Facing History and Ourselves | Brookline, MA | $2,500 | COMMUNITY SERVICES | 2021 |
| Millburn-Short Hills Business Organiztion | Millburn, NJ | $2,500 | COMMUNITY SERVICES | 2021 |
| You'Veve Got a Friend | West Tisbury, MA | $2,500 | TO AID ISLANDERS IN NEED, SUFFERING FROM CATASTROPHIC EVENTS OR ILLNESSES, AND TO AID OTHER CHARITABLE ORGANIZATIONS... | 2021 |
| Temple B'Nai Abraham | Oakland, CA | $1,800 | RELIGIOUS | 2021 |
| Community Foundation of Nj | Morristown, NJ | $1,100 | COMMUNITY SERVICES | 2020 |
| Mvy Radio | Tisbury, MA | $1,000 | ARTS | 2021 |
| Ny Public Radio | New York, NY | $1,000 | ARTS | 2021 |
| The City School | Dorchester, MA | $1,000 | EDUCATION | 2021 |
| Youth on Course | Pebble Beach, CA | $1,000 | SOCIAL SERVICES | 2021 |
| Bass Foundation for the Arts | West Orange, NJ | $900 | EDUCATION | 2020 |
| Martha'S Vineyard Hebrew Center | Vineyard Haven, MA | $540 | RELIGIOUS | 2021 |
| Milburn - Short Hills First Aid Squad | Millburn, NJ | $500 | MEDICAL | 2020 |
| Milburn - Short Hills First Aid Squad | Millburn, NJ | $500 | MEDICAL | 2021 |