The David and Kathleen Baum Family
The David and Kathleen Baum Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COCONUT GROVE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $782K in total assets. In 2024, it awarded 9 grants totaling $50K. Net investment income was $4K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$782K
-35.8% YoY
Annual Giving
$50K
+93.0% YoY
Grant Count
9
-35.7% YoY
Avg Grant Size
$6K
+200.3% YoY
About The David and Kathleen Baum Family
Based on IRS filings
The David and Kathleen Baum Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COCONUT GROVE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $782K in total assets. In 2024, it awarded 9 grants totaling $50K. Net investment income was $4K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $781,834 | $1,217,450 | $1,249,431 |
| Revenue | $-381,640 | $-2,819 | $-1,199 |
| Expenses | $53,976 | $29,162 | $45,876 |
| Qualifying Distributions | $50,442 | $26,129 | $41,370 |
| Net Investment Income | $3,996 | $2,462 | $2,339 |
| Distributable Amount | $1,794 | $2,912 | $61,332 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
91 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID W BAUM | TRUSTEE | 1 | — |
| KATHLEEN R BAUM | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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