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David and Andrea Baum Family Foundation at a glance

· Private foundation

David and Andrea Baum Family Foundation

Its FY2021 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$2.0M
Granted FY2021
28
Grants FY2021
7
States reached
$1.8M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2021.

Philanthropy$1.9MEducation$202kHealth$55kReligion$52kArts & Culture$6kCivil Rights$5kCommunity Improvement$3kHuman Services$1kOther$0
02FY2021 · 28 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2021

  • Under $10k22 grants · $17k
  • $10k–50k3 grants · $52k
  • $50k–250k2 grants · $150k
  • $250k+1 grant · $1.8M
$1,000
Median grant
7
States reached
$0
Total assets
Largest grants
RecipientAmount
BROWN UNIVERSITY DONOR ADVISED FUND$1,811,877
BROWN UNIVERSITY$100,000
FIDELITY CHARITABLE$50,232
MARTHA'S VINEYARD YOUTH$26,795
TEMPLE SHAREY TEFILO-ISRAELI$13,316
Individual grant recipient$11,800
FACING HISTORY AND OURSELVES$2,500
MILLBURN-SHORT HILLS BUSINESS ORGANIZTION$2,500
YOU'VEVE GOT A FRIEND$2,500
TEMPLE B'NAI ABRAHAM$1,800
Individual grant recipient$1,000
THE CITY SCHOOL$1,000
YOUTH ON COURSE$1,000
Individual grant recipient$1,000
MARTHA'S VINEYARD HEBREW CENTER$540
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–21, $1k) land where the poverty rate runs at 15%, against an area that typically sits at 9%. 91% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%THE CITY SCHOOL: $1k → 16%KESSLER FOUNDATION: $100 → 4%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

6%of every dollar goes to organizations it has funded before.
$107k · 9 repeat orgs$1.8M to everyone else

9 repeat relationships: 9 still active in FY2021, 0 since wound down; 17 grantees were first funded in FY2021 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

9
6

Total granted

$107k
$7k

Median revenue growth · since first grant

+49%
+106%

Still filing today

33%
50%

New vs renewed · share of each year

In FY2021, 3% of grant dollars renewed an existing relationship; $1.8M went to new ones.

50%100%’20’21
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21
Arts & CultureHuman ServicesEducationPhilanthropyCommunity ImprovementHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BF
    BOATHOUSE FOUNDATION INC
    2× · 2020–2021 · $600 · revenue +189%
  • MF
    MRCC FOUNDATION INC
    2× · 2020–2021 · $550 · revenue +37%
  • PAN-MASSACHUSETTS CHALLENGE INC
    2× · 2020–2021 · $500 · revenue +49%

Funded once

  • Alliance for Global Justice Corp
    one grant, 2020 · $5k · revenue -25%
  • CF
    COMMUNITY FOUNDATION OF NJ
    one grant, 2020 · $1k
  • BF
    BASS FOUNDATION FOR THE ARTS
    one grant, 2020 · $900
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
2
Albert Einstein College of Medicine

Committed to exceptional healthcare quality for all and actively engaged with our community, einstein drives scientific discovery and educates compassionate leaders in health and science.

Education
3
Massachusetts Medical Society

To advance medical knowledge, to develop and maintain the highest professional and ethical standards of medical practice and health care, and to promote medical institutions formed on liberal principles for the health, benefit, and welfare…

—
4
University of Massachusetts Foundation Inc

The mission of the university of massachusetts foundation, inc. is to foster and promote the growth, progress and general welfare of the university of massachusetts as stated in the original 1950 articles of organization. the foundation…

Education
5
Metropolitan Jewish Health System Inc

Mjhs health system is a charitable not-for-profit established to support the activities of affiliated organizations. mjhs is built on the core values of compassion, dignity and respect, first established by the four brooklyn ladies in…

Health
6
Massachusetts Higher Education Assistance Corporation

The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.

—
7
The German Marshall Fund of the United States

The german marshall fund of the united states (gmf) strives to champion democratic values and the transatlantic alliance by strengthening civil society, forging bold and innovative policy ideas, and developing a new generation of leaders…

International
8
Metropolitan Jewish Health System Foundation

Operating under the name mjhs foundation, the mission of this philanthropic organization is to raise the funds necessary to support the charitable health care efforts of the organizations within the mjhs health system family. with roots…

Health
9
North Shore Health System Medical Faculty Group Practice

North shore health system medical faculty group practice (the corporation) functions as an extension of the northwell health hospitals by bringing medical care to community settings, providing care to medicare, medicaid, and other…

Health
10
New York University School of Law Foundation

The foundation, a subsidiary of new york university, fosters legal education and research at new york university's school of law by awarding scholarships, making grants for educational purposes related to law, and supporting programs of…

Education
11
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
12
St Francis College

St. francis college is an independent, coeducational institution of higher education chartered by an act of the regents of the university of the state of new york on april 10, 1957.

Education
How this is measured
The grantee most central to the portfolio’s shape is Jewish Federation of Greater Metrowest Nj; the most unlike its peers is The Dukes County Deputy Sheriffs Association Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

18 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 18 of the 35 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
17/18
Grantees still filing
10/18
Grew since first funded

Where the money sits, by cause and then by grantee

BROWN UNIVERSITY DONOR ADVISED FUND: $1,811,877 · OtherBROWN UNIVERSITY DONOR ADVISED FUND+22 more: $114,112 · Other+22 moreBROWN UNIVERSITY: $200,000 · Community ImprovementBROWN UNIVERS…FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $50,232 · Community ImprovementFIDELITY INVE…+1 more: $2,500 · Community ImprovementJEWISH FEDERATION OF GREATER METROWEST NJ: $5,000 · PhilanthropyYou've Got a Friend Inc: $2,500 · PhilanthropyAlliance for Global Justice Corp: $5,000 · InternationalFACING HISTORY & OURSELVES INC: $2,500 · Arts & CultureThe United States Holocaust Memorial Museum: $100 · Arts & CultureBOATHOUSE FOUNDATION INC: $600 · EducationMRCC FOUNDATION INC: $550 · EducationThe City School Inc: $1,000 · Human ServicesKessler Foundation Inc: $100 · Human Services
Other$1,925,989Community Improvement$252,732Philanthropy$7,500International$5,000Arts & Culture$2,600Education$1,150Human Services$1,100

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBROWN UNIVERSITY: $200,000 over 2y, 0.0% of budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $50,232 over 1y, 0.0% of budgetAlliance for Global Justice Corp: $5,000 over 1y, 0.1% of budgetJEWISH FEDERATION OF GREATER METROWEST NJ: $5,000 over 1y, 0.0% of budgetFACING HISTORY & OURSELVES INC: $2,500 over 1y, 0.0% of budgetYou've Got a Friend Inc: $2,500 over 1y, 1.3% of budgetMILLBURN SHORT HILLS BUSINESS ORGANIZATION INC: $2,500 over 1y, 0.4% of budgetThe City School Inc: $1,000 over 1y, 0.0% of budgetNCGA FOUNDATION: $1,000 over 1y, 0.0% of budgetBOATHOUSE FOUNDATION INC: $600 over 2y, 0.5% of budgetMRCC FOUNDATION INC: $550 over 2y, 0.1% of budgetPAN-MASSACHUSETTS CHALLENGE INC: $500 over 2y, 0.0% of budgetNEW ENGLAND LIFE FLIGHT INC: $250 over 1y, 0.0% of budgetKessler Foundation Inc: $100 over 1y, 0.0% of budgetTHE DUKES COUNTY DEPUTY SHERIFFS ASSOCIATION INC: $100 over 1y, 0.3% of budgetTHE EDGARTOWN FIREMEN'S ASSOCIATIONINC: $100 over 1y, 0.0% of budgetThe United States Holocaust Memorial Museum: $100 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Vanguard Charitable E…National Philanthropi…Fidelity Investments …Donor Advised Charita…Amazonsmile Foundation
Vanguard Charitable Endowment ProgramPA7.9× affinity5 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

Open a dossier: Vanguard Charitable Endowment Program · National Philanthropic Trust · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization David and Andrea Baum Family Foundation funds: left to right is the share of its income from government, bottom to top the share from David and Andrea Baum Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 60%0%1%3%5%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →median 5%
  • Kessler Foundation Inc: 54% of income from government
  • New England Life Flight Inc: 5% of income from government
  • Pan-Massachusetts Challenge Inc: 0% of income from government
no gov moneyreceives it· size = income
6get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–60%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 35 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2021, released 2021. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on David and Andrea Baum Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home