2025-11-12T15:58:49-06:00 2024-12-31 SULTANIK & KRUMHOLZ LLC 241 CEDAR LANE TEANECK NJ 076663440 990PF 2024-01-01 134147868 THE WALLACE AND BAUM FAMILY FOUNDATION INC % HOLLY B WALLACE WALL 2124157443 40 WEST 77TH STREET NEW YORK NY 10024 HOLLY WALLACE PRESIDENT 2124157551 2025-11-12 true MARTIN A KRUMHOLZ CPA P00953371 2016921255 2025-11-12 2024 2025-03-06 01:10:19Z X 3000284 X 104843 686 686 0 35060 35060 0 115647 209370 115647 256236 151393 0 0 500 0 0 0 72 0 0 0 580 0 0 0 1152 0 0 0 163000 163000 164152 0 0 163000 92084 151393 0 40449 47554 47554 10000 20000 20000 1474125 1450977 2932730 134 0 0 1524708 1518531 3000284 0 0 X 1524708 1518531 1524708 1518531 1524708 1518531 1524708 92084 0 1616792 98261 1518531 SPDR S&P DIVIDEND ETF P 2023-12-07 2024-11-13 2398 1801 597 597 SPDR S&P DIVIDEND ETF P 2024-06-21 38492 36189 2303 2303 AB LARGE CAP GROWTH FD P 2024-11-13 130822 55733 75089 75089 CAPITAL GAIN DIVIDENDS P 37658 CAPITAL GAIN DIVIDENDS P 37658 CAPITAL GAIN DIVIDENDS P 37658 115647 2104 2104 2104 3165 0 1500 4665 2561 2561 false false false false false false false true true NY true false false false false true N/A HOLLY B WALLACE 2124157551 40 W 77TH ST NEW YORK NY 10024 false false false true false false false true false false false false false false false false false false false false false false HOLLY B WALLACE 40 WEST 77TH STREET NEW YORK NY 10024 PRESIDENT, TREASURER 1.0 0 0 0 EDWIN M BAUM 40 WEST 77TH STREET NEW YORK NY 10024 V.P. & SECRETARY 0.5 0 0 0 ALISON BAUM 40 WEST 77TH STREET NEW YORK NY 10024 DIRECTOR 0.5 0 0 0 NOT APPLICABLE NOT APPLICABLE 2802778 57368 20000 2880146 0 2880146 43202 2836944 141847 141847 2104 2104 139743 139743 139743 163000 0 0 0 0 163000 139743 0 2022 2021 2020 0 28813 65305 53857 147975 163000 0 139743 23257 171232 0 0 0 0 28813 142419 65305 53857 23257 HOLLY B WALLACE NOT APPLICABLE X WASHINGTON & JEFFERSON COLLEGE WASHINGTON JEFFERSON COLLEGE WASHINGTON PA 15301 NONE PC CHARITABLE - SCHOLARSHIP 15000 COLUMBIA LAW SCHOOL 435 WEST 116TH STREET NEW YORK NY 10027 NONE PC CHARITABLE - EDUCATIONAL 5000 NETWORK FOR TEACHING ENTREPRENEURSHIP 120 WALL STREET 18TH FLOOR NEW YORK NY 10005 NONE PC CHARITABLE - SUPPORTING ENTREPRENEURSHIP EDUCATION PROGRAMS 50000 DE LA SALLE ACADEMY 332 WEST 43RD STREET NEW YORK NY 10036 NONE PC CHARITABLE - EDUCATIONAL 27000 CORNELL UNIVERSITY 130 E SENECA ST STE 400 ITHACA NY 14850 NONE PC CHARITABLE - SCHOLARSHIP AND ANNUAL FUND DRIVE 15000 COLUMBIA BUSINESS SCHOOL 3022 BROADWAY NEW YORK NY 10027 NONE PC CHARITABLE - EDUCATIONAL 5000 CORNELL UNIV SCHEINMAN INST ON CONFLICT RESOLUTION 130 E SENECA ST SUITE 400 ITHACA NY 14850 NONE PC CHARITABLE - TO SUPPORT RESEARCH, TEACHING, TRAINING AND OUTREACH ON WORKPLACE CONFLICT RESOLUTION 20000 TRUSTEES OF COLUMBIA UNIVERSITY 535 W 116TH STREET NEW YORK NY 10027 NONE PC CHARITABLE - TO SUPPORT THE GOVERNANCE OF THE UNIVERSITY 3000 PLANNED PARENTHOOD OF GREATER NY 26 BLEECKER STREET NEW YORK NY 10012 NONE PC CHARITABLE - TO SUPPORT ORGANIZATION WHICH PROVIDES SERVICES, EDUCATION, AND ADVOCACY FOR REPRODUCTIVE HEALTH RIGHTS AND ACCESS 13000 NAF 169 MADISON AVENUE SUITE 2797 NEW YORK NY 10016 NONE PC CHARITABLE - EDUCATIONAL 10000 163000 14 686 14 35060 18 115647 151393 151393 false false false false false false false false false false X X 1 HOLLY B WALLACE 40 WEST 77TH STREET NEW YORK NY 10024 104843 X NOT APPLICABLE VANGUARD TOTAL STOCK MRKT 117742 231848 COLUMBIA BALANCED FUND 51273 73729 JP MORGAN GROWTH 87773 165658 AB LARGE CAP GROWTH 0 0 APPLE INC 14265 393159 INVESCO/POWERSHARES QQQ TRUST 96943 316963 VANGUARD MID CAP ETF 81368 158478 VANGUARD 500 INDEX 123898 264017 AMERICAN BALANCED FUND 69398 84183 AMERICAN NEW PERSPECTIVE FUND 206657 263465 AMERICAN WASHINGTON MUTUAL INV 59998 80071 ISHARES CORE S&P SMALL CAP 27134 40327 ISHARES EDGE MSCI 99146 141044 SCHWAB US DIVIDEND EQTY 100136 140971 VANGUARD DIVIDEND APPRECIATION 125363 215413 COLUMBIA DIVIDEND INCOME FD 25000 30313 SPDR S&P DIVIDEND ETF 0 0 VANGUARD FTSE ALL WORLD 25150 23825 SPDR S&P 1500 VALUE 100188 128833 NEXTERA ENERGY 1559 56277 NVIDIA 2415 87289 INVESCO S&P 500 35571 36867 DUE FROM BROKER 134 0 0 DONATED STOCK BASIS DIFFERENCE 98261 BROKERAGE FEE 65 0 0 0 FILING FEE 275 0 0 0 OFFICE EXPENSE 240 0 0 0 MISCELLANEOUS CONSULTANT 500 0 0 0 DUE FROM OFFICER 20000 THRU MERRILL LYNCH -FOR TAX PD 72 0 0 0