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· Private foundation

Walter & Merle Baum Foundation Inc

Its FY2025 filing reports that it accepted unsolicited grant applications.

$465k
Granted FY2025still arriving
16
Grants FY2025still arriving
2
States reached
$100k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 63% of WALTER & MERLE BAUM FOUNDATION INC’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2025 · 16 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • $10k–50k13 grants · $240k
  • $50k–250k3 grants · $225k
$25,000
Median grant
2
States reached
$8.1M
Total assets
Largest grants
RecipientAmount
UNIVERSITY OF BRIDGEPORT$100,000
CONGREGATION BETH EL$75,000
FAIRFIELD UNIVERSITY$50,000
ADAM J LEWIS ACADEMY INC$35,000
STERLING HOUSE COMMUNITY CENTER$30,000
HOPKINS SCHOOL$25,000
BOYS AND GIRLS CLUB OF MILFORD$25,000
KOLBE CATHEDRAL HIGH SCHOOL$25,000
IN A HEARTBEAT INC$15,000
THE THOMAS MERTON CENTER$15,000
RAPE CRISIS CENTER OF MILFORD$15,000
SAINT CATHERINE'S ACADEMY$15,000
CROHN'S AND COLITIS FOUNDATION$10,000
UNIQUE & UNIFIED NEW ERA YOUTH MOVEMENT INC$10,000
MOZAIC JEWISH HOME$10,000
02The need
03

Do your dollars go where the need is?

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

show:

Your human-services grants (FY20–25, $105k) land where the poverty rate runs at 9%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 8%STERLING HOUSE COMMUNITY CENTER: $30k → 9%STERLING HOUSE COMMUNITY CENTER: $25k → 9%STERLING HOUSE COMMUNITY CENTER INC: $25k → 9%STERLING HOUSE COMMUNITY CENTER: $15k → 9%STERLING HOUSE COMMUNITY CENTER: $10k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

85%of every dollar goes to organizations you’ve funded before.
$2.6M · 17 repeat orgs$448k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +47% since the first grant, against -13% for the ones you funded once.

17 repeat relationships — 12 still active in FY2025, 5 since wound down; 4 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
18

Total granted

$2.6M
$393k

Median revenue growth · since first grant

+47%
-13%

Still filing today

65%
67%

New vs renewed · share of each year

In FY2025, 88% of grant dollars renewed an existing relationship; $55k went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

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

’19’20’21’22’23’24’25
HealthEducationYouth DevelopmentArts & CultureInternationalCivil RightsOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

  • AJ
    ADAM J LEWIS ACADEMY INC
    6× · 2020–2025 · $165k · revenue +227%
  • Fairfield University
    5× · 2021–2025 · $150k · revenue +63%
  • SH
    STERLING HOUSE COMMUNITY CENTER INC
    5× · 2020–2025 · $105k · revenue +113%

Funded once

  • CY
    CONNECTICUT YANKEE COUNCIL INC BOY SCOUTS OF AMERICA
    one grant, 2021 · $75k · revenue -24%
  • TN
    The Norwalk Symphony Society Inc
    one grant, 2019 · $75k · revenue 0%
  • LT
    Love to Langa
    one grant, 2019 · $50k · revenue -18% · 37% of their budget

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

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
The Jewish High School of Connecticut

The jewish high school of connecticut is dedicated to educate jewish youth for whom jewish values and traditions shape and guide their lives and for whom learning and responsible actions are foundational for achievement.

2
Bridgeport Hospital

To operate an acute care hospital in bridgeport, connecticut for the care and treatment of persons suffering from disease or other physical or mental conditions without regard to race, color, creed, sex, age or ability to pay.

Health
3
The Bridge Academy Inc

The bridge academy, inc. was granted a charter to operate the bridge academy, a public school located in the city of bridgeport, ct. the school was founded in 1997 to provide college preparatory curriculum designed to overcome the…

Education
4
Brunswick School Inc

Brunswick school, inc. is a day school for boys in pre-kindergarten through twelfth grade. the purpose of the school is to educate the "whole boy". it does so by helping boys and young men - without regard to culture, ethnicity or religion…

Education
5
The Children's School

An independent, nonprofit school serving the lower fairfield county area of connecticut for children ages three to eight, and providing an environment that fosters in children the joy of learning through the use of innovative materials and…

Education
6
Cold Spring School Inc

Cold spring school challenges children to become self-reliant, curious and resourceful problem solvers with the academic and social skills to engage constructively and ethically in our diverse, changing world.

Education
7
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
8
Jewish Family Service of Greater New Hav

Jewish family service of greater new haven (jfsgnh) supports and strengthens individual, family, and community life by providing a wide range of social services. we welcome people of all ages, races, ethnicities, sexual orientations,…

Human Services
9
Hebrew Home & Hospital

The mission of hebrew home and hospital aligns with the mission of its parent organization, hebrew health care, to provide quality services to senior adults. (see schedule o)as part of an integrated system to assist seniors in the…

Health
10
Bradley Home for the Aged

To provide a compassionate community where loving care enables aged and indigent individuals from meriden and connecticut to live with dignity in a secure, homelike environment.

11
Camp Laurelwood Inc

Camp laurelwood is connecticut's only jewish non-profit overnight camp, and also a shoreline jewish day camp with the objectives of fostering personal growth, leadership, self-reliance, self-confidence, cooperation, and a sense of…

Recreation & Sports
12
The Rippowam Cisqua School Inc

Rippowam Cisqua School creates independent thinkers, confident communicators, and engaged leaders who respect and contribute meaningfully to a diverse and increasingly complex global society.

Education

For reference, the grantee most central to the portfolio’s shape is Adam J Lewis Academy Inc and the most unlike its peers is Sequassen Alumni 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.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyIndependent Day SchoolsYouth Development CentersCommunity Mental Health Ser…Health Research and Disease…Healthcare Delivery NetworksAffordable Senior HousingJewish Community FederationsCommunity Arts Organizations
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 41 years old; the field is 19. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number19%4%<5yr12%4%5–10yr19%25%10–20yr19%13%20–35yr12%17%35–55yr19%38%55yr+
THE FIELDby orgYOUR MONEYby value19%1%<5yr12%2%5–10yr19%32%10–20yr19%4%20–35yr12%4%35–55yr19%58%55yr+

The field is 19% startups (under 5 years old) — 4% of your grantees by number, and just 1% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 10% of the field you don’t fund.

orgs you fund
0.0%0/26
the rest of the field
10%
1,185/11,486

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

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

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 25 of the 39 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

2
Load-bearing (≥25% of a budget)
7
Early backer (in before they grew)
25/25
Grantees still filing
13/25
Grew since you first funded

Where your money sits — by cause, then by grantee

UNIVERSITY OF BRIDGEPORT — $760,000 · OtherUNIVERSITY OF BRIDGEPORTCONGREGATION BETH EL — $480,000 · OtherCONGREGATION BETH ELKOLBE CATHEDRAL HIGH SCHOOL — $200,000 · OtherKOLBE CATHEDRAL HIGH SCHOOLSAINT CATHERINE ACADEMY — $100,000 · OtherCONNECTICUT YANKEE COUNCIL INC BOY SCOUTS OF AMERICA — $75,000 · Other+17 more — $392,500 · Other+17 moreHOPKINS SCHOOL INCORPORATED — $175,000 · EducationHOPKINS SCHOOL INCO…ADAM J LEWIS ACADEMY INC — $165,000 · EducationADAM J LEWIS ACADEM…Fairfield University — $150,000 · EducationFairfield Universit…ST MARTIN DE PORRES ACADEMY INC — $20,000 · Education+1 more — $5,000 · EducationBOYS & GIRLS CLUB OF MILFORD INC — $105,000 · Youth DevelopmentDOMINATE THE DAY FOUNDATION CORP — $25,000 · Youth DevelopmentSequassen Alumni Association Inc — $5,000 · Youth DevelopmentCROHN'S & COLITIS FOUNDATION INC — $60,000 · HealthJEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY INC — $25,000 · HealthIN A HEARTBEAT INC — $15,000 · HealthRAPE CRISIS CENTER OF MILFORD INC — $15,000 · HealthBHcare Inc — $5,000 · HealthBRIDGEPORT HOSPITAL FOUNDATION INC — $5,000 · HealthSTERLING HOUSE COMMUNITY CENTER INC — $105,000 · Human ServicesMHA MERTON HOUSE LLC — $80,000 · Housing & ShelterThe Norwalk Symphony Society Inc — $75,000 · Arts & Culture
Other$2,007,500Education$515,000Youth Development$135,000Health$125,000Human Services$105,000Housing & Shelter$80,000Arts & Culture$75,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetHOPKINS SCHOOL INCORPORATED — $175,000 over 5y, 0.1% of budgetADAM J LEWIS ACADEMY INC — $165,000 over 6y, 1.2% of budgetFairfield University — $150,000 over 5y, 0.0% of budgetSTERLING HOUSE COMMUNITY CENTER INC — $105,000 over 5y, 1.8% of budgetBOYS & GIRLS CLUB OF MILFORD INC — $105,000 over 6y, 3.8% of budgetMHA MERTON HOUSE LLC — $80,000 over 3y, 6.4% of budgetCONNECTICUT YANKEE COUNCIL INC BOY SCOUTS OF AMERICA — $75,000 over 1y, 1.6% of budgetThe Norwalk Symphony Society Inc — $75,000 over 1y, 14% of budgetCATHOLIC CHARITIES OF FAIRFIELD COUNTY INC — $65,000 over 3y, 0.2% of budgetCROHN'S & COLITIS FOUNDATION INC — $60,000 over 6y, 0.0% of budgetLove to Langa — $50,000 over 1y, 37% of budgetKLEIN MEMORIAL AUDITORIUM FOUNDATIONINC — $25,000 over 1y, 3.5% of budgetJEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY INC — $25,000 over 1y, 0.0% of budgetDOMINATE THE DAY FOUNDATION CORP — $25,000 over 4y, 71% of budgetFEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY — $25,000 over 1y, 1.7% of budgetST MARTIN DE PORRES ACADEMY INC — $20,000 over 2y, 0.4% of budgetRAPE CRISIS CENTER OF MILFORD INC — $15,000 over 1y, 1.7% of budgetANTI-DEFAMATION LEAGUE — $10,000 over 2y, 0.0% of budgetPROJECT MUSIC INC — $5,000 over 1y, 2.2% of budgetBHcare Inc — $5,000 over 1y, 0.0% of budgetBRIDGEPORT HOSPITAL FOUNDATION INC — $5,000 over 1y, 0.0% of budgetTOYS FOR HOSPITAL TOTS INC — $2,500 over 1y, 3.4% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

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

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Fairfield County's Community Foundation IncCT23.2× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fairfield County's Community Foundation Inc · Ge Aerospace Foundation · The Community Foundation for Greater New Haven · The Near and Far Association Inc · Ibm International Foundation · Connecticut Humanities Council Inc · Young Mens Christian Association of Westport/Weston Ct Inc · The Inner-City Foundation for Charity & Education Inc · The John and Ethel Kashulon Foundation · The Scripps Family Fund for Education and the Arts · Alexander Family Foundation Inc · Newalliance Foundation Inc

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Walter & Merle Baum Foundation Inc funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 70%6%25%56%100%your share of their income ↑0%23%45%68%90%share of the org’s income from governmentmedian 8%
  • Boys & Girls Club of Milford Inc88% of income from government
  • BHcare Inc68% of income from government
  • Project Music Inc14% of income from government
  • The Norwalk Symphony Society Inc13% of income from government
  • Sterling House Community Center Inc8% of income from government
  • Rape Crisis Center of Milford Inc6% of income from government
  • Greater Bridgeport Symphony Society Inc3% of income from government
  • Klein Memorial Auditorium Foundationinc1% of income from government
  • Fairfield University1% of income from government
  • Jewish Home for the Elderly of Fairfield County Inc0% of income from government
no gov moneyreceives it· size = income
7get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
2rely on government for over half their income
⤢ axis zoomed · 0–90%
typical government reliance, FY2025

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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Walter & Merle Baum Foundation Inc?

Find your warmest path to Walter & Merle Baum Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 39 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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