Private Foundation

WALTER & MERLE BAUM FOUNDATION INC C/O BERCHEM MOSES PC

WALTER & MERLE BAUM FOUNDATION INC C/O BERCHEM MOSES PC is a private foundation categorized as Private Foundation based in MILFORD, CT. Its most recent IRS filing (2024) reports revenue of $321K, expenses of $556K, total assets of $8.3M. Imperigo tracks 85 reported grants from this foundation totaling approximately $2.6M.

EIN: 810585669 MILFORD, CT Latest filing: 2024

Total Revenue$321K

Total Expenses$556K

Total Assets$8.3M

Grants Given85

Grant Total$2.6M

Filing Years2020–2024

Sample Grants Given

UNIVERSITY OF BRIDGEPORT

BRIDGEPORT, CT · 2024

GENERAL

$100,000

CONGREGATION BETH EL

NORWALK, CT · 2024

GENERAL

$75,000

ADAM J LEWIS ACADEMY INC

BRIDGEPORT, CT · 2024

GENERAL

$35,000

BOYS AND GIRLS CLUB OF MILFORD

MILFORD, CT · 2024

GENERAL

$25,000

FAIRFIELD UNIVERSITY

FAIRFIELD, CT · 2024

GENERAL

$25,000

Showing up to 5 of 85 total records — full history available with membership.

Officers & Directors

SECRETARY Howard Saffan

DIRECTOR Jonathan D Berchem

PRESIDENT Robert L Berchem

DIRECTOR Terrance J O'connor

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL

$2,222,500 80 grants

GENERAL DONATION

$240,000 2 grants

SYMPHONY OPERATIONS

$75,000 1 grant

RELIGIOUS

$40,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$321K	$556K	$8.3M
2023	$291K	$535K	$8.5M
2022	$288K	$486K	$8.8M
2021	$652K	$590K	$9.0M
2020	$339K	$555K	$8.9M

Between 2020 and 2024, reported annual revenue declined from $339K to $321K (-5%), with total assets most recently reported at $8.3M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CT, NY, PA.

CTNYPA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for WALTER & MERLE BAUM FOUNDATION INC C/O BERCHEM MOSES PC

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports