Nonprofit · EIN 84-4039569
DAVID S BAUM FOUNDATION INC
Tax-exempt · SANIBEL, FL 33957
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,405,321 | $472,957 | $932,364 | $7,951,078 | $0 | $7,951,078 |
| December 31, 2024 | 990-PF | $726,013 | $477,760 | $248,253 | $7,019,072 | $0 | $7,019,072 |
| December 31, 2023 | 990-PF | $193,425 | $512,219 | -$318,794 | $6,771,340 | $0 | $6,771,340 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $123,136
- Interest
- $2,346
- Net gain from sales of assets
- $1,279,839
Expenses
- Grants and similar amounts paid
- $430,602
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $432,135
- Excise tax on investment income
- $18,967
Balance sheet and other
- Total assets, start of year
- $7,019,072
- Total assets, end of year
- $7,951,078
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,951,078
- Fair market value of assets
- $10,491,069
- Qualifying distributions
- $432,135
- Net investment income
- $1,405,321
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 |
|---|---|---|---|
| DAVID S BAUM 4315 W GULF DRIVE, SANIBEL, FL 33957 | PRESIDENT | 0.1 | $0 |
| TRACY S SAPIEN 746 E CREEKSIDE DRIVE, HOUSTON, TX 77024 | SECRETARY | 0.1 | $0 |
| FIDEL A SAPIEN 746 E CREEKSIDE DRIVE, HOUSTON, TX 77024 | TREASURER | 0.1 | $0 |
| MELISSA A BAUM 3902A KNOLLWOOD DRIVE, AUSTIN, TX 78731 | VICE PRESIDENT | 0.1 | $0 |
| JUDY J BAUM 4315 W GULF DRIVE, SANIBEL, FL 33957 | VICE PRESIDENT | 0.1 | $0 |
| KIMBERLY BAUM ADAMANY 5205 NORTH OLD ORCHARD DRIVE, JANESVILLE, WI 53545 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID S BAUM 4315 W GULF DRIVE, SANIBEL, FL 33957 | PRESIDENT | 0.1 | $0 |
| TRACY S SAPIEN 746 E CREEKSIDE DRIVE, HOUSTON, TX 77024 | SECRETARY | 0.1 | $0 |
| FIDEL A SAPIEN 746 E CREEKSIDE DRIVE, HOUSTON, TX 77024 | TREASURER | 0.1 | $0 |
| MELISSA A BAUM 3902A KNOLLWOOD DRIVE, AUSTIN, TX 78731 | VICE PRESIDENT | 0.1 | $0 |
| JUDY J BAUM 4315 W GULF DRIVE, SANIBEL, FL 33957 | VICE PRESIDENT | 0.1 | $0 |
| KIMBERLY BAUM ADAMANY 5205 NORTH OLD ORCHARD DRIVE, JANESVILLE, WI 53545 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID S BAUM 4315 W GULF DRIVE, SANIBEL, FL 33957 | PRESIDENT | 0.1 | $0 |
| TRACY S SAPIEN 746 E CREEKSIDE DRIVE, HOUSTON, TX 77024 | SECRETARY | 0.1 | $0 |
| FIDEL A SAPIEN 746 E CREEKSIDE DRIVE, HOUSTON, TX 77024 | TREASURER | 0.1 | $0 |
| MELISSA A BAUM 3902A KNOLLWOOD DRIVE, AUSTIN, TX 78731 | VICE PRESIDENT | 0.1 | $0 |
| JUDY J BAUM 4315 W GULF DRIVE, SANIBEL, FL 33957 | VICE PRESIDENT | 0.1 | $0 |
| KIMBERLY BAUM ADAMANY 5205 NORTH OLD ORCHARD DRIVE, JANESVILLE, WI 53545 | DIRECTOR | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 4315 W GULF DR, SANIBEL, FL 33957-5105
- Signed the 990-PF
- FIDEL SAPIEN, TREASURER
- Phone
- (239) 472-2372
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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
- 84-4039569
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,951,078
- Income (IRS master file)
- $3,416,501
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $193,425 | $512,219 | $6,771,340 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about DAVID S BAUM FOUNDATION INC
- What is the EIN of DAVID S BAUM FOUNDATION INC?
- The employer identification number (EIN) of DAVID S BAUM FOUNDATION INC is 84-4039569.
- Is DAVID S BAUM FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to DAVID S BAUM FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID S BAUM FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID S 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 DAVID S 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 DAVID S BAUM FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does DAVID S BAUM FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,405,321, expenses of $472,957 and total assets of $7,951,078 at year end.
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