Funder DirectoryTHE DAVID AND KATHLEEN BAUM FAMILY
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Private foundation (trust)EIN 810774831Est. 2016-06

THE DAVID AND KATHLEEN BAUM FAMILY

COCONUT GROVE, FL 33133

Total Assets

$788K

FY 2024

Annual Giving

$50K

FY 2024

Grants Made

9

FY 2024

Avg Grant

$6K

FY 2024

Grant Range

$163–$23K

Typical

Deadlines

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2024 filing

Total Expenses

$54K

Qualifying Distributions

$50K

Distributable Amount

$2K

Min. Investment Return

$2K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

9 grants

Grant sizes from minimum $163 through median $500 to maximum $23K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $68K in 2018. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

110 grants

CURE ALZHEIMER'S FUND
$39K
5 grants
DANA-FARBER CANCER INSTITUTE
$32K
5 grants
COMPASS WORKING CAPITAL
$30K
3 grants
CAMILLIUS HOUSE
$23K
1 grant
WELLESLEY SCHOLARSHIP FOUNDATION
$20K
2 grants
WELLESLEY SCHOLARSHIP FUND
$20K
2 grants
FRANCIS OUIMET SCHOLARSHIP FUND
$18K
3 grants
ST JOHN REVOLVING FUND
$13K
1 grant

Grant Size Distribution

110 grants

<$10K
106
grants
$10–50K
4
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

15 states

Massachusetts
$198K
69% of total
Florida
$35K
12% of total
VI
$26K
9% of total
Tennessee
$10K
4% of total
District of Columbia
$7K
2% of total
California
$4K
1% of total
Connecticut
$3K
1% of total
Ohio
$1K
0% of total
New York
$750
0% of total
Pennsylvania
$275
0% of total

+5 more states

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