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 (2025) reports revenue of $397K, expenses of $574K, total assets of $8.1M. Imperigo tracks 101 reported grants from this foundation totaling approximately $3.0M.

EIN: 810585669 MILFORD, CT Private Grantmaking Foundations NTEE: T20 Latest filing: 2025
Total Revenue$397K
Total Expenses$574K
Total Assets$8.1M
Grants Given101
Grant Total$3.0M
Filing Years2021–2025

Sample Grants Given

UNIVERSITY OF BRIDGEPORT
BRIDGEPORT, CT · 2025
GENERAL
$100,000
CONGREGATION BETH EL
NORWALK, CT · 2025
GENERAL
$75,000
FAIRFIELD UNIVERSITY
FAIRFIELD, CT · 2025
GENERAL
$50,000
ADAM J LEWIS ACADEMY INC
BRIDGEPORT, CT · 2025
GENERAL
$35,000
STERLING HOUSE COMMUNITY CENTER
STRATFORD, CT · 2025
GENERAL
$30,000

Showing up to 5 of 101 total records — full history available with membership.

Officers & Directors

SECRETARY Howard Saffan
VICE PRESIDENT Jonathan D Berchem
PRESIDENT Robert L Berchem
VICE PRESIDENT Terrance J O'connor

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL
$2,687,500 96 grants
GENERAL DONATION
$240,000 2 grants
SYMPHONY OPERATIONS
$75,000 1 grant
RELIGIOUS
$40,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $397K $574K $8.1M
2024 $321K $556K $8.3M
2023 $291K $535K $8.5M
2022 $288K $486K $8.8M
2021 $652K $590K $9.0M

Between 2021 and 2025, reported annual revenue declined from $652K to $397K (-39%), with total assets most recently reported at $8.1M.

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.

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