The David and Kathleen Baum Family
The David and Kathleen Baum Family is a private foundation based in Coconut Grove, Florida. In filing year 2025, it reported 18 grants totaling $122,294 to charitable organizations.
The David and Kathleen Baum Family at a glance
In short: The David and Kathleen Baum Family gave $122K across 18 grants in 2025 (avg $7K), mostly in Florida. 61% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $122,294
- +142.4% vs 2024
- Grants made (2025)
- 18
- +100.0% vs 2024
- Average grant
- $6,794
- +21.2% vs 2024
- Median grant
- $533
- Total assets
- $795,957
- +1.8% vs 2024
- New grantees (estimate)
- 61% first-time grantees (11 of 18, 2025; small sample)
- Primary geography
- Florida (55% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The David and Kathleen Baum Family
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.
- Contact
Mailing address: 2811 South Bayshore Drive 17A, Coconut Grove, FL 33133
Phone: (781) 772-1010
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The David and Kathleen Baum Family funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Make a Wish Southern Florida ($42K). Together the top 10 received $120K.
Grant Size Distribution
84 grants across all recorded years
The most common grant size was under $50K: 84 grants of 84 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing’s reported share of grant dollars by recipient state was Florida 55%, Massachusetts 21%, Connecticut 20%, California 1%, and Pennsylvania 1%.
Grant Distribution by State
Share of 2025 grant dollars across all 18 itemized grants.
States
Cities
Is The David and Kathleen Baum Family open to new grantees?
61%
first-time grantees, 2025
In 2025, 11 of 18 grantees (61%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $6K; repeat grants $7K. How we count
Medians: $500 first-time, $1K repeat.
- 28% of 2025 grantees were also funded in 2024. Method
- Giving grew 196% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $26K (2023) to $122K (2025). In 2025 it made 18 grants totaling $122K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Make a Wish Southern Florida Bonita Springs, FL | General Contribution | $42,000 |
| Camillius House Miami, FL | General Contribution | $25,328 |
| Curetivity Foundation Darien, CT | General Contribution | $25,000 |
| Cure Alzheimer's Fund Wellesley Hills, MA | General Contributions | $12,000 |
| Francis Ouimet Scholarship Fund Norton, MA | General Contribution | $11,500 |
| Eagles Autism Foundation Philadelphia, PA | General Contribution | $1,350 |
| Gofundme West Hollywood, CA | General Contribution | $1,050 |
| Community Health Network Indianapolis, IN | General Contribution | $1,000 |
| Everloved San Francisco, CA | General Contribution | $550 |
| Special Olympics Massachusetts Marlborough, MA | General Contribution | $515 |
Ready to take the next step with The David and Kathleen Baum Family?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $795,957 | $236,448 | $122,350 | $122,294 | 18 | $122,294 | $118,530 | $1,201 |
| 2024 | $781,834 | $-381,640 | $53,976 | $50,442 | 9 | $50,442 | $3,996 | $1,794 |
| 2023 | $1,217,450 | $-2,819 | $29,162 | $26,129 | 14 | $26,129 | $2,462 | $2,912 |
| 2022 | $1,249,431 | $-1,199 | $45,876 | $41,370 | 22 | $41,370 | $2,339 | $61,332 |
| 2021 | $1,296,506 | $463,134 | $66,519 | $62,820 | 21 | $62,820 | $17,397 | $63,472 |
| 2020 | $899,891 | $23,306 | $54,033 | $48,237 | 25 | — | $4,515 | $55,153 |
| 2019 | $994,843 | $16,108 | $98,431 | $53,931 | 22 | — | $16,108 | $56,439 |
Under IRS private-foundation payout rules, The David and Kathleen Baum Family reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for organizations working in areas such as cancer research and treatment, animal welfare, and inclusive sports programming. For example, Special Olympics Massachusetts says it provides sports programming and works to build inclusive communities; the Dolphins Cycling Challenge says it raises funds for cancer research and treatment centers; and Animal Care Center of St. John says it promotes the welfare of feral and domestic animals on St. John.
Grantmaking
In filing year 2025, the foundation gave $122,294 through 18 grants. Grants ranged from $50 to $42,000, with a median grant of $532. The largest reported awards were $42,000 to Make-A-Wish Southern Florida, $25,328 to Camillus House, and $25,000 to Curetivity Foundation. Other large grants included $12,000 to Cure Alzheimer’s Fund and $11,500 to Francis Ouimet Scholarship Fund. The filing listed these grants as general contributions or general contributions.
Other reported 2025 grants included $515 to Special Olympics Massachusetts, $500 to the Dolphins Cycling Challenge, and $250 to Animal Care Center of St. John.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists David W. Baum and Kathleen R. Baum as trustees.
The David and Kathleen Baum Family's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
David W. Baum
Trustee
On filings since 2019
1 hr/week
No compensation reported
Kathleen R. Baum
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The David and Kathleen Baum Family
How much does The David and Kathleen Baum Family give each year?
The David and Kathleen Baum Family gave $122K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 9 grants.
What is The David and Kathleen Baum Family's typical grant size?
The David and Kathleen Baum Family's median grant in 2025 was $533, and its average grant was $6,794, across 18 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The David and Kathleen Baum Family that year got $6K on average.
Where does The David and Kathleen Baum Family give grants?
The David and Kathleen Baum Family gives mostly in Florida: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (21%) and Connecticut (20%). The most frequent recipient cities were Boston, MA (2 grants).
Does The David and Kathleen Baum Family give general operating support?
Yes: 100% of The David and Kathleen Baum Family's 2025 grants with a stated purpose (18 of 18) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The David and Kathleen Baum Family's largest grantees?
The David and Kathleen Baum Family's largest 2025 grantees include Make a Wish Southern Florida ($42,000), Camillius House ($25,328) and Curetivity Foundation ($25,000), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is The David and Kathleen Baum Family?
The David and Kathleen Baum Family reported $796K in total assets on its 2025 IRS Form 990-PF. It paid out $122K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).
What does The David and Kathleen Baum Family fund?
No mission statement for the foundation is provided. Its 2025 grants included support for organizations working in areas such as cancer research and treatment, animal welfare, and inclusive sports programming. See mission & focus areas ↑
How do I apply for a grant from The David and Kathleen Baum Family?
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The David and Kathleen Baum Family's EIN?
The David and Kathleen Baum Family's EIN (Employer Identification Number) is 81-0774831. IRS Form 990 filing data is available on this page for 2019–2025.
Does The David and Kathleen Baum Family accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 2, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 9, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The David and Kathleen Baum Family funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The David and Kathleen Baum Family's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Gannett Foundation Inc
New York, NY
Gannett Foundation’s 2025 grants supported a range of organizations, with listed awards generally between $1,500 and $2,500, though the available figures do not establish a typical grant size or geographic focus. The foundation has wound down: its 2026 filing reports no grants or assets, and no current application process or acceptance of unsolicited requests is stated.
Assets
—
Grants
32
Total Given
$65K
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
McKesson Foundation Inc
Dallas, TX
The McKesson Foundation funds cancer support and care, healthcare workforce pathways, and emergency response, with grants mainly supporting organizations in the United States and Canada. Its 2025 grants had a median of $100,000, though amounts ranged from $10,000 to about $2.47 million. Its filing says it does not accept unsolicited requests, while its application page describes an online application process with stated submission windows.
Assets
$1.6M
Grants
76
Total Given
$16.6M
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
More similar funders
More Funders in Florida
Cite this profile
Grantable. (2026). The David and Kathleen Baum Family funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/the-david-and-kathleen-baum-family-morg_d738b2ba0a7948d6a4c78e2a63ebb285
BibTeX
@misc{grantable_810774831_2026,
author = {{Grantable}},
title = {{The David and Kathleen Baum Family funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-david-and-kathleen-baum-family-morg_d738b2ba0a7948d6a4c78e2a63ebb285},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The David and Kathleen Baum Family'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.
The David and Kathleen Baum Family down — hundreds of funders to go?