David S Baum Foundation Inc
The David A. Baum Family Foundation is a private foundation based in Sanibel, Florida, established in 2021. The foundation focuses on promoting cardiovascular health through education, testing, and treatment initiatives.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.0M
+3.7% YoY
Annual Giving
$423K
-4.2% YoY
Grant Count
32
-5.9% YoY
Avg Grant Size
$13K
+1.8% YoY
Mission & Focus Areas
Mission: The foundation was founded to promote cardiovascular health through education, testing, and treatment.
Primary Focus: The foundation addresses heart disease, which it identifies as the leading cause of death in the United States, with over 659,000 deaths annually. The foundation aims to provide resources to educate the public about the causes of heart disease and prevention strategies, with the ultimate goal of reducing the rate of heart disease in America.
Grantmaking
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Texas, Wisconsin, and Florida.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $7,019,072
- Total Annual Giving: $422,500
- Location: Sanibel, FL 33957
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,019,072 | $6,771,340 | $7,091,001 |
| Revenue | $726,013 | $193,425 | $211,736 |
| Expenses | $477,760 | $512,219 | $904,422 |
| Qualifying Distributions | $425,275 | $442,883 | $838,611 |
| Net Investment Income | $673,528 | $104,350 | $145,925 |
| Distributable Amount | $436,038 | $386,083 | $416,589 |
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
156 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 S BAUM | PRESIDENT | 0.1 | — |
| TRACY S SAPIEN | SECRETARY | 0.1 | — |
| FIDEL A SAPIEN | TREASURER | 0.1 | — |
| MELISSA A BAUM | VICE PRESIDENT | 0.1 | — |
| JUDY J BAUM | VICE PRESIDENT | 0.1 | — |
| KIMBERLY BAUM ADAMANY | DIRECTOR | 0.1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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