Baum Charitable Foundation Trust

FAYETTEVILLE, AR EIN: 71-6156274

Baum Charitable Foundation Trust is a private foundation, based in FAYETTEVILLE, AR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $765K in total assets. In 2024, it awarded 16 grants totaling $39K. Net investment income was $40K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$765K

-0.8% YoY

Annual Giving

$39K

-9.0% YoY

Grant Count

-23.8% YoY

Avg Grant Size

$2K

+19.4% YoY

Under IRS private-foundation payout rules, Baum Charitable Foundation Trust reported a distributable amount of $41K for 2024 — the minimum it must pay out in qualifying distributions.

About Baum Charitable Foundation Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arkansas $217K (100%)

States

Arkansas

Cities

BentonvilleCentertonEureka SpringsFayettevilleFort SmithFt SmithLittle RockRogersSiloam SpringsSpringdale

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$765,064	$771,230	$798,227
Revenue	$48,347	$28,055	$28,976
Expenses	$52,038	$55,347	$58,138
Qualifying Distributions	$43,575	$47,284	$49,665
Net Investment Income	$39,884	$19,149	$19,512
Distributable Amount	$40,796	$38,479	$40,894

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

95 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Circle of Life Hospice ($4,400), Botanical Garden of the Ozarks ($4,250), Sunshine School Development Ctr ($4,144).

Recipient	Purpose	Amount
ARTS LIVE THEATRE Fayetteville, AR	SCHOLARSHIP	$1,500
BOTANICAL GARDEN OF THE OZARKS Fayetteville, AR	PROGRAM	$4,250
CANCER SUPPORT FOUNDATION Fort Smith, AR	PROGRAM	$1,500
CIRCLE OF LIFE HOSPICE Springdale, AR	PROGRAM	$4,400
GREGORY KISTLER TREATMENT CENTER Fort Smith, AR	PROGRAM	$2,500
HOPE CANCER RESOURCES Springdale, AR	EQUIPMENT	$2,500
LOVING CHOICES PREGNANCY CENTERS Rogers, AR	PROGRAM	$1,500
NWA CHILDRENS SHELTER Bentonville, AR	PROGRAM	$2,500
NWA WOMENS SHELTER Rogers, AR	PROGRAM	$2,500
MAGDALENE SERENITY HOUSE Fayetteville, AR	PROGRAM	$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
April Shy	Director	—	—
Hope Bradberry	Director	—	—
Tom Jones	Director	—	—
Seth Rahmoeller	Trust Officer	—	—

Frequently Asked Questions

How large is Baum Charitable Foundation Trust?

As of 2024, Baum Charitable Foundation Trust holds $765K in total assets with $48K in annual revenue. It awarded 16 grants totaling $39K in 2024.

Where does Baum Charitable Foundation Trust operate?

Baum Charitable Foundation Trust has awarded grants in Arkansas.

What size grants does Baum Charitable Foundation Trust award?

In 2024, Baum Charitable Foundation Trust awarded 16 grants totaling $39K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Baum Charitable Foundation Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Baum Charitable Foundation Trust reported a distributable amount of $41K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Baum Charitable Foundation Trust's EIN?

Baum Charitable Foundation Trust's EIN (Employer Identification Number) is 71-6156274. IRS Form 990 filing data is available on this page for 2020–2024.