STRATEGY STUDIO / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Robert L Berchem PRESIDENT2019-2025 1 $0 reported 3
Howard Saffan SECRETARY2019-2025 1 $0 reported 1
Terrance J O'Connor VICE PRESIDENT2020-2025 1 $0 reported 2
Jonathan D Berchem VICE PRESIDENT2021-2025 1 $0 reported 1
Anthony D Acri Iii (former) DIRECTOR2019 1 $0 reported 1

People by year

2025 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT L BERCHEM PRESIDENT1 $0-$0 $03
HOWARD SAFFAN SECRETARY1 $0-$0 $01
TERRANCE J O'CONNOR VICE PRESIDENT1 $0-$0 $02
JONATHAN D BERCHEM VICE PRESIDENT1 $0-$0 $01
2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT L BERCHEM PRESIDENT1 $0-$0 $03
HOWARD SAFFAN SECRETARY1 $0-$0 $01
TERRANCE J O'CONNOR DIRECTOR1 $0-$0 $02
JONATHAN D BERCHEM DIRECTOR1 $0-$0 $01
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT L BERCHEM PRESIDENT1 $0-$0 $03
HOWARD SAFFAN SECRETARY1 $0-$0 $01
TERRANCE J O'CONNOR DIRECTOR1 $0-$0 $02
JONATHAN D BERCHEM DIRECTOR1 $0-$0 $01
2022 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT L BERCHEM PRESIDENT1 $0-$0 $03
HOWARD SAFFAN SECRETARY1 $0-$0 $01
TERRANCE J O'CONNOR DIRECTOR1 $0-$0 $02
JONATHAN D BERCHEM DIRECTOR1 $0-$0 $01
2021 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT L BERCHEM PRESIDENT1 $0-$0 $03
HOWARD SAFFAN SECRETARY1 $0-$0 $01
TERRANCE J O'CONNOR DIRECTOR1 $0-$0 $02
JONATHAN D BERCHEM DIRECTOR1 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT L BERCHEM PRESIDENT1 $0-$0 $03
HOWARD SAFFAN SECRETARY1 $0-$0 $01
TERRANCE J O'CONNOR DIRECTOR1 $0-$0 $02
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT BERCHEM PRESIDENT1 $0-$0 $03
ANTHONY D ACRI III DIRECTOR1 $0-$0 $01
HOWARD SAFFAN SECRETARY1 $0-$0 $01

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
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$396,644$574,046 $8,134,438$8,134,438 -- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$320,823$555,803 $8,311,840$8,311,840 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$291,189$534,754 $8,546,820$8,546,820 $4,726- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$287,519$486,429 $8,790,385$8,790,385 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$651,618$590,399 $8,989,295$8,989,295 $287,184- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$339,414$555,343 $8,928,076$8,928,076 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
WALSH FAMILY FOUNDATIONCTT20 $370,621$863,566 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
KELSEY-NAYLOR FAMILY FOUNDATION INCCTT20 $420,000$420,000 1 President$0 Same NTEE code T20, revenue within 2x, same state
HERB CHAMBERS CHARITABLE FOUNDATION INCCTT20 $398,160$13,832,714 PRESIDENT AND TREASURER$0 Same NTEE code T20, revenue within 2x, same state
ELLEN KNOWLES HARCOURT FOUNDATION INCCTT20 $380,808$237,070 ASSISTANT TREASURER$550 Same NTEE code T20, revenue within 2x, same state
EDWARD E STONE FOUNDATIONCTT20 $398,593$438,476 Trustee$30,000 Same NTEE code T20, revenue within 2x, same state
TRAVIS NT OLSON & LUCILE M OLSON FOUNDATIONCTT20 $390,447$222,902 TRUSTEE$73,438 Same NTEE code T20, revenue within 2x, same state
HERBERT & SARAH M GIBOR CHARITABLE FOUNDATIONCTT20 $423,467$294,660 TRUSTEE$12,000 Same NTEE code T20, revenue within 2x, same state
MARIE FAUTH CHARITABLE TRCTT20 $387,651$471,847 Trustee$45,472 Same NTEE code T20, revenue within 2x, same state
ATID FOUNDATION INCFLT20 $392,621$1,173,798 President$0 Same NTEE code T20, revenue within 2x, similar name
CARRIER FOUNDATION INCFLT20 $422,300$4,975,655 SECRETARY$0 Same NTEE code T20, revenue within 2x, similar name
BARRON FAMILY FOUNDATION INCMDT20 $371,649$259,779 PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, similar name
ASTAR FOUNDATION INCNYT20 $401,188$200,628 PRES/TRES/DIR$0 Same NTEE code T20, revenue within 2x, similar name
JOHN WALL FAMILY FOUNDATION INCMDT20 $387,583$360,989 DIRECTOR$96,000 Same NTEE code T20, revenue within 2x, similar name
BLUE STAR FOUNDATION INCNJT20 $398,250$469,845 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
WILD WISDOM FOUNDATION INCCAT20 $385,660$1,919,684 EXECUTIVE DIRECTOR$129,231 Same NTEE code T20, revenue within 2x, similar name
KEENAN FOUNDATION INCNYT20 $393,858$809,064 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
KRUPKA FOUNDATION INCFLT20 $393,160$1,096,477 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
GEODIS FOUNDATION INCTNT20 $419,794$347,747 BOARD MEMBER$0 Same NTEE code T20, revenue within 2x, similar name
SHEFTER FAMILY FOUNDATION INCWYT20 $368,983$13,153 Director$0 Same NTEE code T20, revenue within 2x, similar name
HYER FAMILY FOUNDATION INCFLT20 $388,683$1,833,636 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
GEN12 2 FOUNDATION INCNYT20 $398,965$152,933 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
THE WALLACE FAMILY FOUNDATION INCNCT20 $388,708$370,403 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
LAMBERT FOUNDATION INCALT20 $405,328$221,626 PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, similar name
SMF FOUNDATION-JGM INCNYT20 $419,474$145,120 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
AKHOURY FOUNDATION INCFLT20 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
DONOR ADVISED CHARITABLE GIVING DAF sponsor$200,0006 12015–2023 THE CHRIS TUCKER FOUNDATION INC
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$100,0001 12024–2024 THE CHRIS TUCKER FOUNDATION INC
FLYNN FAMILY FOUNDATION INC Private foundation$100,0001 12019–2019 FLEET ADVANTAGE FOUNDATION INC
THE THOMAS FAMILY FOUNDATION INC Private foundation$39,7924 12017–2023 MARGARET BAKER FOUNDATION
BELLEVUE FOUNDATION INC DAF sponsor$25,0001 12023–2023 SILO SQUARE FOUNDATION INC
THE CHICAGO COMMUNITY TRUST DAF sponsor$15,0001 12020–2020 THE CHRIS TUCKER FOUNDATION INC
UNITED WAY OF GREATER ST LOUIS INC DAF sponsor$15,0001 12023–2023 THE CHRIS TUCKER FOUNDATION INC
CONE FAMILY CHARITABLE FOUNDATION Private foundation$5,0001 12019–2019 EM FOUNDATION
EDWARD JONES FOUNDATION Private foundation$2501 12024–2024 SILO SQUARE FOUNDATION INC
THE TOROSIAN FOUNDATION Private foundation$501 12021–2021 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
LineAs describedTotalShare
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$574,046100%

View the filing

2024 · Form 990PF · $555,803 spent · pay $0 · grants $450,000 · events $0
LineAs describedTotalShare
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$555,803100%

View the filing

2023 · Form 990PF · $534,754 spent · pay $0 · grants $442,500 · events $0
LineAs describedTotalShare
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$534,754100%

View the filing

2022 · Form 990PF · $486,429 spent · pay $0 · grants $395,000 · events $0
LineAs describedTotalShare
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$486,429100%

View the filing

2021 · Form 990PF · $590,399 spent · pay $0 · grants $480,000 · events $0
LineAs describedTotalShare
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$590,399100%

View the filing

2020 · Form 990PF · $555,343 spent · pay $0 · grants $400,000 · events $0
LineAs describedTotalShare
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$555,343100%

View the filing

2019 · Form 990PF · $565,122 spent · pay $0 · grants $410,000 · events $0
LineAs describedTotalShare
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$565,122100%

View the filing