2024-01-23T13:03:16-06:00 2023-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990PF 2022-07-01 383443737 THE BAUM FAMILY FOUNDATION BAUM 2699455009 660 WEST INDIAN HILLS DRIVE HASTINGS MI 49058 ANIETA BAUM SECRETARY 2699455009 2024-01-18 1 ANIETA BAUM 999009999 1 JASON J DURANT CPA P00286749 2695674500 2024-01-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 12303111 X X 1194 1194 236888 236888 362615 2672249 362615 103 103 600800 600697 0 0 0 4250 4250 0 38466 38446 0 13720 0 0 25 25 0 56461 42721 0 711600 711600 768061 42721 711600 -167261 557976 393174 359456 359456 9427375 9293832 11943655 9820549 9653288 12303111 0 0 X 0 0 0 0 9820549 9653288 9820549 9653288 9820549 9653288 9820549 -167261 0 9653288 0 9653288 PUBLICLY TRADED SECURITIES 2447529 2309634 137895 137895 CAPITAL GAINS DIVIDENDS P 224720 224720 224720 362615 7756 0 7756 0 7756 17400 0 0 0 17400 X 0 9644 9644 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 0 N/A EARLENE BAUM 2699459541 660 WEST INDIAN HILLS DRIVE HASTINGS MI 49058 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LARRY R BAUM 660 WEST INDIAN HILLS DRIVE HASTINGS MI 49058 DIRECTOR / PRESIDENT 0.00 0 0 0 A EARLENE BAUM 660 WEST INDIAN HILLS DRIVE HASTINGS MI 49058 DIRECTOR / SECRETARY 0.00 0 0 0 DAVID L BAUM 620 INDIAN HILLS DRIVE HASTINGS MI 49058 DIRECTOR / VICE PRESIDENT 0.00 0 0 0 0 0 0 0 0 11533182 384620 0 11917802 0 0 11917802 178767 11739035 586952 586952 7756 7756 579196 0 579196 0 579196 711600 0 711600 579196 0 0 33008 33008 711600 0 0 0 579196 132404 0 0 165412 0 0 0 0 0 0 0 165412 33008 132404 LARRY R BAUM A EARLENE BAUM X BARRY COMMUNITY FOUNDATION 231 S BROADWAY ST HASTINGS MI 49058 N/A PC SPIRITUAL CARE 20000 BARRY COUNTY COMMISSION ON AGING 320 W WOODLAWN AVE HASTINGS MI 49058 N/A PC GENERAL CONTRIBUTION 10000 BARRY COUNTY UNITED WAY 231 S BROADWAY ST HASTINGS MI 49058 N/A PC GENERAL CONTRIBUTIONS 5000 BLUFFTON SELF HELP 39 SHERIDAN PARK CIR BLUFFTON SC 29910 N/A PC GENERAL CONTRIBUTIONS 5000 CALVIN UNIVERSITY 3201 BURTON ST SE GRAND RAPIDS MI 49546 N/A PC GENERAL CONTRIBUTIONS 35000 CITY OF HASTINGS 201 E STATE ST HASTINGS MI 49058 N/A GOV PLAZA PERFORMANCE 50000 COMMUNITY FOUNDATION OF LOW COUNTRY 4 NORTHBRIDGE DR SUITE A HILTON HEAD ISLAND SC 29926 N/A PC GENERAL CONTRIBUTIONS 5000 CORWELL HEALTH FOUNDATION 100 MICHIGAN ST NE GRAND RAPIDS MI 49503 N/A PC GENERAL CONTRIBUTIONS 10000 FAMILY SUPPORT CENTER OF BARRY COUNTY 231 S BROADWAY ST HASTINGS MI 49058 N/A PC GENERAL CONTRIBUTIONS 5000 FRIENDS OF PERFORMING ARTS CENTER 520 W SOUTH STREET HASTINGS MI 49058 N/A PC GENERAL CONTRIBUTIONS 200000 HASTINGS AREA SCHOOLS 232 W GRAND ST HASTINGS MI 49058 N/A PC PAY-TO-PLAY 70000 HASTINGS AREA SCHOOLS 232 W GRAND ST HASTINGS MI 49058 N/A PC MUSICAL 15000 HASTINGS BAND BOOSTERS 232 W GRAND ST HASTINGS MI 49058 N/A PC INSTRUMENT FUND 115000 HASTINGS PUBLIC LIBRARY 227 E STATE ST HASTINGS MI 49058 N/A PC WINDOW FUND 15000 HILTON HEAD HUMANE ASSOCIATION 10 HUMANE WAY HILTON HEAD ISLAND SC 29926 N/A PC GENERAL CONTRIBUTIONS 5000 MICHIGAN RADIO - NPR 535 W WILLIAM ST ANN ARBOR MI 48103 N/A PC GENERAL CONTRIBUTIONS 100 PALMETTO ANIMAL LEAGUE 56 RIVERWALK BLVD RIDGELAND SC 29936 N/A PC GENERAL CONTRIBUTIONS 5000 SPECTRUM HEALTH FOUNDATION 1009 W GREEN STREET HASTINGS MI 49058 N/A PC GENERAL CONTRIBUITONS 90000 THORNAPPLE PLAYERS 231 S BROADWAY ST HASTINGS MI 49058 N/A PC GENERAL CONTRIBUTIONS 1500 YMCA OF BARRY COUNTY 2055 IROQUOIS TRAIL HASTINGS MI 49058 N/A PC GENERAL CONTRIBUTIONS 50000 711600 0 14 1194 14 236888 18 362615 103 0 600697 103 600800 11A EXCISE TAX REFUND 0 0 0 0 0 0 0 0 0 0 PLANTE AND MORAN - ACCOUNTING FEES 4250 4250 0 BROWN ADVISORY SUSTAINABLE GROWTH AT COST 450001 578004 DELAWARE SMALL CAP VALUE INSTL CL AT COST 578669 737657 EUROPACIFIC GROWTH FUND CLASS F3 AT COST 788031 801606 FEDERATED HERMES TOTAL RETURN BOND R6 AT COST 1120899 984737 JP MORGAN EQUITY INCOME I AT COST 527645 528899 METROPOLITAN WEST TOTAL RETURN BOND I AT COST 1145616 994088 MFS INTERNATIONAL VALUE I AT COST 620460 790500 PIMCO INCOME INSTL AT COST 254240 227795 STERLING CAPITAL EQUITY INCOME INSTL AT COST 2 0 T. ROWE PRICE MID CAP GROWTH FUND AT COST 282692 458169 VANGUARD DEVELOPED MARKETS INDEX ADM AT COST 702974 816842 VANGUARD EXTENDED MARKET IDX ADM AT COST 380381 658035 VANGUARD INDEX 500 ADMIRAL AT COST 2442222 4367323 BANK FEE 25 25 0 ANNUAL FEE 20 0 0 MANAGEMENT FEES 38446 38446 0 FEDERAL 13720 0 0