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WALTER & MERLE BAUM FAMILY FOUNDATION, INC.

Date of last update: 21 Apr 2025. Data updated weekly.

Company Details

Entity Name: WALTER & MERLE BAUM FAMILY FOUNDATION, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 16 Dec 2002
Business ALEI: 0734046
Annual report due: 16 Dec 2025
Business address: 75 BROAD ST, MILFORD, CT, 06460, United States
Mailing address: C/O ROBERT L. BERCHEM 75 BROAD ST, MILFORD, CT, United States, 06460
ZIP code: 06460
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: rberchem@berchemmoses.com

Industry & Business Activity

NAICS

813211 Grantmaking Foundations

This U.S. industry comprises establishments known as grantmaking foundations or charitable trusts. Establishments in this industry award grants from trust funds based on a competitive selection process or the preferences of the foundation managers and grantors; or fund a single entity, such as a museum or university. Learn more at the U.S. Census Bureau

Agent

Name Role Business address Phone E-Mail Residence address
ROBERT L. BERCHEM Agent 75 BROAD ST., MILFORD, CT, 06460, United States +1 203-530-3216 rberchem@berchemmoses.com 125 WEST RIVER STREET, MILFORD, CT, 06460, United States

Officer

Name Role Business address Phone E-Mail Residence address
HOWARD S. SAFFAN Officer 9 SQUIRES LANE, WESTON, CT, 06883, United States - - 9 SQUIRES LANE, WESTON, CT, 06883, United States
JONATHAN BERCHEM Officer 75 BROAD ST, MILFORD, CT, 06460, United States - - 216 Centennial Drive, MILFORD, CT, 06460, United States
ROBERT L. BERCHEM Officer 75 BROAD ST, MILFORD, CT, 06460, United States +1 203-530-3216 rberchem@berchemmoses.com 125 WEST RIVER STREET, MILFORD, CT, 06460, United States
TERRANCE O'CONNOR Officer - - - 5 Breton Woods Road, Trumbull, CT, 06611, United States

Director

Name Role Business address Phone E-Mail Residence address
HOWARD S. SAFFAN Director 9 SQUIRES LANE, WESTON, CT, 06883, United States - - 9 SQUIRES LANE, WESTON, CT, 06883, United States
JONATHAN BERCHEM Director 75 BROAD ST, MILFORD, CT, 06460, United States - - 216 Centennial Drive, MILFORD, CT, 06460, United States
ROBERT L. BERCHEM Director 75 BROAD ST, MILFORD, CT, 06460, United States +1 203-530-3216 rberchem@berchemmoses.com 125 WEST RIVER STREET, MILFORD, CT, 06460, United States
TERRANCE O'CONNOR Director - - - 5 Breton Woods Road, Trumbull, CT, 06611, United States

History

Type Old value New value Date of change
Name change WALTER & MERLE BAUM FOUNDATION, INC. WALTER & MERLE BAUM FAMILY FOUNDATION, INC. 2013-07-17
Name change WALTER BAUM FOUNDATION, INC. WALTER & MERLE BAUM FOUNDATION, INC. 2003-01-17

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0013152412 2024-11-18 - Annual Report Annual Report -
BF-0012069305 2023-11-28 - Annual Report Annual Report -
BF-0010391423 2022-11-16 - Annual Report Annual Report 2022
BF-0009880533 2021-12-01 - Annual Report Annual Report -
BF-0010126911 2021-10-06 2021-10-06 Interim Notice Interim Notice -
BF-0009601671 2021-10-06 - Annual Report Annual Report 2020
0006746314 2020-02-07 2020-02-07 Interim Notice Interim Notice -
0006742608 2020-02-05 - Annual Report Annual Report 2019
0006682330 2019-11-18 - Annual Report Annual Report 2018
0006013183 2018-01-17 - Annual Report Annual Report 2015

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
81-0585669 Corporation Unconditional Exemption 75 BROAD ST, MILFORD, CT, 06460-3331 2003-09
In Care of Name % BERCHAM MOSES PC
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 5,000,000 to 9,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 8546820
Income Amount 1302187
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations
Sort Name ACRI ANTHONY D III

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name WALTER AND MERLE BAUM FOUNDATION INC
EIN 81-0585669
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name WALTER AND MERLE BAUM FOUNDATION INC
EIN 81-0585669
Tax Period 202212
Filing Type E
Return Type 990T
File View File
Organization Name WALTER AND MERLE BAUM FOUNDATION INC
EIN 81-0585669
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name WALTER AND MERLE BAUM FOUNDATION INC
EIN 81-0585669
Tax Period 201912
Filing Type E
Return Type 990PF
File View File
Organization Name WALTER AND MERLE BAUM FOUNDATION INC
EIN 81-0585669
Tax Period 201812
Filing Type P
Return Type 990PF
File View File
Organization Name WALTER AND MERLE BAUM FOUNDATION INC
EIN 81-0585669
Tax Period 201712
Filing Type P
Return Type 990PF
File View File
Organization Name WALTER AND MERLE BAUM FOUNDATION INC
EIN 81-0585669
Tax Period 201612
Filing Type P
Return Type 990PF
File View File
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Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information