Nonprofit · EIN 81-0585669
WALTER BAUM FOUNDATION INC
Also known as ACRI ANTHONY D III
Tax-exempt · MILFORD, CT 06460
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $396,644 | $574,046 | -$177,402 | $8,134,438 | $0 | $8,134,438 |
| December 31, 2024 | 990-PF | $320,823 | $555,803 | -$234,980 | $8,311,840 | $0 | $8,311,840 |
| December 31, 2023 | 990-PF | $291,189 | $534,754 | -$243,565 | $8,546,820 | $0 | $8,546,820 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $231,629
- Net gain from sales of assets
- $120,472
- Other income
- $44,543
Expenses
- Grants and similar amounts paid
- $465,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $481,421
- Excise tax on investment income
- $4,287
Balance sheet and other
- Total assets, start of year
- $8,311,840
- Total assets, end of year
- $8,134,438
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,134,438
- Fair market value of assets
- $10,503,144
- Qualifying distributions
- $481,421
- Net investment income
- $396,644
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L BERCHEM 125 W RIVER, MILFORD, CT 06460 | PRESIDENT | 1 | $0 |
| HOWARD SAFFAN 9 SQUIRES LANE, WESTON, CT 06883 | SECRETARY | 1 | $0 |
| TERRANCE J O'CONNOR 5 BRETON WOODS ROAD, TRUMBULL, CT 06611 | VICE PRESIDENT | 1 | $0 |
| JONATHAN D BERCHEM 216 CENTENNIAL DRIVE, MILFORD, CT 06461 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L BERCHEM 125 W RIVER, MILFORD, CT 06460 | PRESIDENT | 1 | $0 |
| HOWARD SAFFAN 9 SQUIRES LANE, WESTON, CT 06883 | SECRETARY | 1 | $0 |
| TERRANCE J O'CONNOR 75 BROAD STREET, MILFORD, CT 06460 | DIRECTOR | 1 | $0 |
| JONATHAN D BERCHEM 216 CENTENNIAL DRIVE, MILFORD, CT 06461 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L BERCHEM 125 W RIVER, MILFORD, CT 06460 | PRESIDENT | 1 | $0 |
| HOWARD SAFFAN 9 SQUIRES LANE, WESTON, CT 06883 | SECRETARY | 1 | $0 |
| TERRANCE J O'CONNOR 75 BROAD STREET, MILFORD, CT 06460 | DIRECTOR | 1 | $0 |
| JONATHAN D BERCHEM 216 CENTENNIAL DRIVE, MILFORD, CT 06461 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 75 BROAD ST, MILFORD, CT 06460-3331
- In care of
- % BERCHAM MOSES PC
- Signed the 990-PF
- ROBERT BERCHEM, PRESIDENT
- Phone
- (203) 783-1200
- Return prepared by
- VENMAN & CO LLC CPA'S
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-0585669
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,134,438
- Income (IRS master file)
- $1,142,467
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $396,644 | $574,046 | $8,134,438 | IRS |
| 990-PF | December 2024 | $320,823 | $555,803 | $8,311,840 | IRS |
| 990-PF | December 2023 | $291,189 | $534,754 | $8,546,820 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 81-0585669).
Questions about WALTER BAUM FOUNDATION INC
- What is the EIN of WALTER BAUM FOUNDATION INC?
- The employer identification number (EIN) of WALTER BAUM FOUNDATION INC is 81-0585669.
- Is WALTER BAUM FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to WALTER BAUM FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTER BAUM FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTER BAUM FOUNDATION INC 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 WALTER BAUM FOUNDATION INC 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 WALTER BAUM FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WALTER BAUM FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $396,644, expenses of $574,046 and total assets of $8,134,438 at year end.
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