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
Under IRS private-foundation payout rules, The David and Kathleen Baum Family reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Camillius House ($22,584), St Jude Children's Research Hospital ($10,000), Pelican Harbor ($9,245).
| Recipient | Purpose | Amount |
|---|---|---|
| CAMILLIUS HOUSE MIAMI, FL | GENERAL CONTRIBUTION | $22,584 |
| FALMOUTH ROAD RACE FALMOUTH, MA | GENERAL CONTRIBUTION | $500 |
| FRANCIS OUIMET SCHOLARSHIP FUND NORTON, MA | GENERAL CONTRIBUTION | $7,000 |
| GOFUNDME WEST HOLLYWOOD, CA | GENERAL CONTRIBUTION | $163 |
| META-PPGF MENLO PARK, CA | GENERAL CONTRIBUTION | $200 |
| PAN-MASS CHALLENGE NEEDHAM, MA | GENERAL CONTRIBUTION | $250 |
| PELICAN HARBOR MIAMI, FL | GENERAL CONTRIBUTION | $9,245 |
| SPECIAL OLYMPICS MASSACHUSETTS MARLBOROUGH, MA | GENERAL CONTRIBUTION | $500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL MEMPHIS, TN | GENERAL CONTRIBUTION | $10,000 |
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
Frequently Asked Questions
What is 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. It holds $782K in total assets as of 2024.
How large is The David and Kathleen Baum Family?
As of 2024, The David and Kathleen Baum Family holds $782K in total assets with $-381,640 in annual revenue. It awarded 9 grants totaling $50K in 2024.
Where does The David and Kathleen Baum Family operate?
The David and Kathleen Baum Family has awarded grants in California, Connecticut, District of Columbia, Florida, Kansas, Massachusetts, Michigan, New York, Ohio, Pennsylvania, Tennessee, Utah, Virginia, Vi.
What size grants does The David and Kathleen Baum Family award?
In 2024, The David and Kathleen Baum Family awarded 9 grants totaling $50K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is The David and Kathleen Baum Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The David and Kathleen Baum Family reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The David and Kathleen Baum Family's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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