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Nonprofit · EIN 36-6063093

ALVIN H BAUM FAMILY FUND

Tax-exempt · DEERFIELD, IL 60015

Financials

$1.2M$3.9M2023$3.6M$4.6M2024$3.6M$4.8M2025
Revenue Expenses · by fiscal year end
Financials of ALVIN H BAUM FAMILY FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,609,880$4,773,671-$1,163,791$39,196,154$0$39,196,154
December 31, 2024990-PF$3,625,953$4,627,877-$1,001,924$40,359,945$0$40,359,945
December 31, 2023990-PF$1,184,544$3,947,411-$2,762,867$41,361,869$0$41,361,869
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,021,456
Net gain from sales of assets
$2,588,424

Expenses

Grants and similar amounts paid
$3,668,985
Compensation of officers, directors and key employees
$390,000
Salaries, compensation and benefits (total)
$165,000
Disbursements for charitable purposes
$4,151,987
Excise tax on investment income
$41,386

Balance sheet and other

Total assets, start of year
$40,359,945
Total assets, end of year
$39,196,154
Total liabilities, end of year
$0
Net assets, end of year
$39,196,154
Fair market value of assets
$51,222,294
Qualifying distributions
$4,151,987
Net investment income
$3,599,109

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOEL M FRIEDMAN
1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015
PRESIDENT/DIR30$390,000
ROSS FRIEDMAN
1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015
VICE PRES/DIR0$0
IRIS FRIEDMAN
1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015
SECRETARY/DIR0$0
KEVIN FRIEDMAN
1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JOEL M FRIEDMAN
1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015
PRESIDENT/DIR30$375,000
ROSS FRIEDMAN
1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015
VICE PRES/DIR0$0
IRIS FRIEDMAN
1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015
SECRETARY/DIR0$0
KEVIN FRIEDMAN
1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JOEL M FRIEDMAN
1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015
PRESIDENT/DIR30$330,000
ROSS FRIEDMAN
1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015
VICE PRES/DIR0$0
IRIS FRIEDMAN
1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015
SECRETARY/DIR0$0
KEVIN FRIEDMAN
1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015
DIRECTOR0$0

Address and contacts

Address (IRS master file)
1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015-3973
In care of
% JOEL FRIEDMAN
Signed the 990-PF
JOEL M FRIEDMAN, PRESIDENT/DIR
Phone
(847) 374-3345
Return prepared by
WARADY & DAVIS LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-6063093
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1956
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$39,196,154
Income (IRS master file)
$16,114,655

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,609,880$4,773,671$39,196,154IRS
990-PFDecember 2024$3,625,953$4,627,877$40,359,945XML
990-PFDecember 2023$1,184,544$3,947,411$41,361,869XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-6063093).

Questions about ALVIN H BAUM FAMILY FUND

What is the EIN of ALVIN H BAUM FAMILY FUND?
The employer identification number (EIN) of ALVIN H BAUM FAMILY FUND is 36-6063093.
Is ALVIN H BAUM FAMILY FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
Are donations to ALVIN H BAUM FAMILY FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALVIN H BAUM FAMILY FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of ALVIN H BAUM FAMILY FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALVIN H BAUM FAMILY FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ALVIN H BAUM FAMILY FUND?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $390,000 (JOEL M FRIEDMAN, PRESIDENT/DIR).
How much revenue does ALVIN H BAUM FAMILY FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,609,880, expenses of $4,773,671 and total assets of $39,196,154 at year end.

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