WALTER BAUM FOUNDATION INC
Cite this
Plain text WALTER BAUM FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2019–2025. https://strategystudio.org/org/810585669. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). WALTER BAUM FOUNDATION INC [Nonprofit organization profile; tax years 2019–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/810585669
MLA “WALTER BAUM FOUNDATION INC.” Strategy Studio, tax years 2019–2025, https://strategystudio.org/org/810585669. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2019–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990PF · revenue $397K · expenses $574K · assets $8.1M
- Also known as
- C/O BERCHEM MOSES PC
- EIN
- 81-0585669
- Address
- 75 BROAD ST, MILFORD, CT 06460-3331
- NTEE code
- T20
- Subsection
- 501(c)(3)
- Ruling year
- 2003
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 5 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Robert L Berchem | PRESIDENT | 2019-2025 | 1 | $0 reported | 3 |
| Howard Saffan | SECRETARY | 2019-2025 | 1 | $0 reported | 1 |
| Terrance J O'Connor | VICE PRESIDENT | 2020-2025 | 1 | $0 reported | 2 |
| Jonathan D Berchem | VICE PRESIDENT | 2021-2025 | 1 | $0 reported | 1 |
| Anthony D Acri Iii (former) | DIRECTOR | 2019 | 1 | $0 reported | 1 |
People by year
2025 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT L BERCHEM | PRESIDENT | 1 | $0 | - | $0 | $0 | 3 |
| HOWARD SAFFAN | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| TERRANCE J O'CONNOR | VICE PRESIDENT | 1 | $0 | - | $0 | $0 | 2 |
| JONATHAN D BERCHEM | VICE PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
2024 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT L BERCHEM | PRESIDENT | 1 | $0 | - | $0 | $0 | 3 |
| HOWARD SAFFAN | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| TERRANCE J O'CONNOR | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| JONATHAN D BERCHEM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2023 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT L BERCHEM | PRESIDENT | 1 | $0 | - | $0 | $0 | 3 |
| HOWARD SAFFAN | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| TERRANCE J O'CONNOR | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| JONATHAN D BERCHEM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2022 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT L BERCHEM | PRESIDENT | 1 | $0 | - | $0 | $0 | 3 |
| HOWARD SAFFAN | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| TERRANCE J O'CONNOR | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| JONATHAN D BERCHEM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2021 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT L BERCHEM | PRESIDENT | 1 | $0 | - | $0 | $0 | 3 |
| HOWARD SAFFAN | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| TERRANCE J O'CONNOR | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| JONATHAN D BERCHEM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2020 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT L BERCHEM | PRESIDENT | 1 | $0 | - | $0 | $0 | 3 |
| HOWARD SAFFAN | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| TERRANCE J O'CONNOR | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
2019 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT BERCHEM | PRESIDENT | 1 | $0 | - | $0 | $0 | 3 |
| ANTHONY D ACRI III | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| HOWARD SAFFAN | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 16 grants to organizations · $465K
2024 · 17 grants to organizations · $450K
2023 · 14 grants to organizations · $442K
2022 · 13 grants to organizations · $395K
2021 · 16 grants to organizations · $480K
2020 · 18 grants to organizations · $400K
2019 · 7 grants to organizations · $410K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2021 · 1 contributor · $286K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ESTATE OF WALTER BAUM | Organization or other | MILFORD, CT | $285,910 | - | Form 990PF Sch. B, 2021 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $396,644 | $574,046 | $8,134,438 | $8,134,438 | - | - | $0 | - | - |
| 2024 · Form 990PF | ||||||||
| $320,823 | $555,803 | $8,311,840 | $8,311,840 | - | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $291,189 | $534,754 | $8,546,820 | $8,546,820 | $4,726 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $287,519 | $486,429 | $8,790,385 | $8,790,385 | - | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $651,618 | $590,399 | $8,989,295 | $8,989,295 | $287,184 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $339,414 | $555,343 | $8,928,076 | $8,928,076 | - | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $524,230 | $565,122 | $11,268,128 | $11,268,128 | $0 | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| WALSH FAMILY FOUNDATION | CT | T20 | $370,621 | $863,566 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| KELSEY-NAYLOR FAMILY FOUNDATION INC | CT | T20 | $420,000 | $420,000 | 1 President | $0 | Same NTEE code T20, revenue within 2x, same state |
| HERB CHAMBERS CHARITABLE FOUNDATION INC | CT | T20 | $398,160 | $13,832,714 | PRESIDENT AND TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| ELLEN KNOWLES HARCOURT FOUNDATION INC | CT | T20 | $380,808 | $237,070 | ASSISTANT TREASURER | $550 | Same NTEE code T20, revenue within 2x, same state |
| EDWARD E STONE FOUNDATION | CT | T20 | $398,593 | $438,476 | Trustee | $30,000 | Same NTEE code T20, revenue within 2x, same state |
| TRAVIS NT OLSON & LUCILE M OLSON FOUNDATION | CT | T20 | $390,447 | $222,902 | TRUSTEE | $73,438 | Same NTEE code T20, revenue within 2x, same state |
| HERBERT & SARAH M GIBOR CHARITABLE FOUNDATION | CT | T20 | $423,467 | $294,660 | TRUSTEE | $12,000 | Same NTEE code T20, revenue within 2x, same state |
| MARIE FAUTH CHARITABLE TR | CT | T20 | $387,651 | $471,847 | Trustee | $45,472 | Same NTEE code T20, revenue within 2x, same state |
| ATID FOUNDATION INC | FL | T20 | $392,621 | $1,173,798 | President | $0 | Same NTEE code T20, revenue within 2x, similar name |
| CARRIER FOUNDATION INC | FL | T20 | $422,300 | $4,975,655 | SECRETARY | $0 | Same NTEE code T20, revenue within 2x, similar name |
| BARRON FAMILY FOUNDATION INC | MD | T20 | $371,649 | $259,779 | PRESIDENT/TREASURER | $0 | Same NTEE code T20, revenue within 2x, similar name |
| ASTAR FOUNDATION INC | NY | T20 | $401,188 | $200,628 | PRES/TRES/DIR | $0 | Same NTEE code T20, revenue within 2x, similar name |
| JOHN WALL FAMILY FOUNDATION INC | MD | T20 | $387,583 | $360,989 | DIRECTOR | $96,000 | Same NTEE code T20, revenue within 2x, similar name |
| BLUE STAR FOUNDATION INC | NJ | T20 | $398,250 | $469,845 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| WILD WISDOM FOUNDATION INC | CA | T20 | $385,660 | $1,919,684 | EXECUTIVE DIRECTOR | $129,231 | Same NTEE code T20, revenue within 2x, similar name |
| KEENAN FOUNDATION INC | NY | T20 | $393,858 | $809,064 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, similar name |
| KRUPKA FOUNDATION INC | FL | T20 | $393,160 | $1,096,477 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, similar name |
| GEODIS FOUNDATION INC | TN | T20 | $419,794 | $347,747 | BOARD MEMBER | $0 | Same NTEE code T20, revenue within 2x, similar name |
| SHEFTER FAMILY FOUNDATION INC | WY | T20 | $368,983 | $13,153 | Director | $0 | Same NTEE code T20, revenue within 2x, similar name |
| HYER FAMILY FOUNDATION INC | FL | T20 | $388,683 | $1,833,636 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| GEN12 2 FOUNDATION INC | NY | T20 | $398,965 | $152,933 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| THE WALLACE FAMILY FOUNDATION INC | NC | T20 | $388,708 | $370,403 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| LAMBERT FOUNDATION INC | AL | T20 | $405,328 | $221,626 | PRESIDENT/TREASURER | $0 | Same NTEE code T20, revenue within 2x, similar name |
| SMF FOUNDATION-JGM INC | NY | T20 | $419,474 | $145,120 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| AKHOURY FOUNDATION INC | FL | T20 | $422,485 | $331,727 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | $200,000 | 6 | 1 | 2015–2023 | THE CHRIS TUCKER FOUNDATION INC |
| SILICON VALLEY COMMUNITY FOUNDATION | DAF sponsor | $100,000 | 1 | 1 | 2024–2024 | THE CHRIS TUCKER FOUNDATION INC |
| FLYNN FAMILY FOUNDATION INC | Private foundation | $100,000 | 1 | 1 | 2019–2019 | FLEET ADVANTAGE FOUNDATION INC |
| THE THOMAS FAMILY FOUNDATION INC | Private foundation | $39,792 | 4 | 1 | 2017–2023 | MARGARET BAKER FOUNDATION |
| BELLEVUE FOUNDATION INC | DAF sponsor | $25,000 | 1 | 1 | 2023–2023 | SILO SQUARE FOUNDATION INC |
| THE CHICAGO COMMUNITY TRUST | DAF sponsor | $15,000 | 1 | 1 | 2020–2020 | THE CHRIS TUCKER FOUNDATION INC |
| UNITED WAY OF GREATER ST LOUIS INC | DAF sponsor | $15,000 | 1 | 1 | 2023–2023 | THE CHRIS TUCKER FOUNDATION INC |
| CONE FAMILY CHARITABLE FOUNDATION | Private foundation | $5,000 | 1 | 1 | 2019–2019 | EM FOUNDATION |
| EDWARD JONES FOUNDATION | Private foundation | $250 | 1 | 1 | 2024–2024 | SILO SQUARE FOUNDATION INC |
| THE TOROSIAN FOUNDATION | Private foundation | $50 | 1 | 1 | 2021–2021 | LKC FOUNDATION |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $574,046 spent · pay $0 · grants $465,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $465,000 | 81.0% | |
| Fees: other professional | $66,790 | 11.6% | |
| Fees: legal | $28,050 | 4.9% | |
| Taxes | $8,667 | 1.5% | |
| Fees: accounting | $3,640 | 0.6% | |
| Other expenses | $1,899 | 0.3% | |
| Total | $574,046 | 100% |
2024 · Form 990PF · $555,803 spent · pay $0 · grants $450,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $450,000 | 81.0% | |
| Fees: other professional | $63,666 | 11.5% | |
| Fees: legal | $23,642 | 4.3% | |
| Fees: accounting | $8,620 | 1.6% | |
| Taxes | $7,660 | 1.4% | |
| Other expenses | $2,215 | 0.4% | |
| Total | $555,803 | 100% |
2023 · Form 990PF · $534,754 spent · pay $0 · grants $442,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $442,500 | 82.7% | |
| Fees: other professional | $57,198 | 10.7% | |
| Taxes | $19,485 | 3.6% | |
| Fees: legal | $11,873 | 2.2% | |
| Fees: accounting | $3,675 | 0.7% | |
| Other expenses | $23 | 0.0% | |
| Total | $534,754 | 100% |
2022 · Form 990PF · $486,429 spent · pay $0 · grants $395,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $395,000 | 81.2% | |
| Fees: other professional | $58,593 | 12.0% | |
| Other expenses | $14,162 | 2.9% | |
| Fees: legal | $11,950 | 2.5% | |
| Taxes | $6,724 | 1.4% | |
| Total | $486,429 | 100% |
2021 · Form 990PF · $590,399 spent · pay $0 · grants $480,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $480,000 | 81.3% | |
| Fees: other professional | $63,360 | 10.7% | |
| Fees: legal | $17,320 | 2.9% | |
| Other expenses | $16,679 | 2.8% | |
| Fees: accounting | $8,250 | 1.4% | |
| Taxes | $4,790 | 0.8% | |
| Total | $590,399 | 100% |
2020 · Form 990PF · $555,343 spent · pay $0 · grants $400,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $400,000 | 72.0% | |
| Fees: legal | $74,750 | 13.5% | |
| Fees: other professional | $43,363 | 7.8% | |
| Other expenses | $23,673 | 4.3% | |
| Fees: accounting | $9,500 | 1.7% | |
| Taxes | $4,057 | 0.7% | |
| Total | $555,343 | 100% |
2019 · Form 990PF · $565,122 spent · pay $0 · grants $410,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $410,000 | 72.6% | |
| Fees: legal | $84,202 | 14.9% | |
| Other expenses | $34,703 | 6.1% | |
| Fees: other professional | $16,214 | 2.9% | |
| Fees: accounting | $11,475 | 2.0% | |
| Taxes | $8,528 | 1.5% | |
| Total | $565,122 | 100% |