CHARLES C BAUM FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: CHARLES C BAUM FOUNDATION INC (EIN 52-1342909)
Tax period: 2023-12-01 to 2024-11-30
Filed: 2025-10-10
IRS object ID: 202532839349100623
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-10-10T14:22:10-05:00	ReturnTs
Tax Period End	2024-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	520959934	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ELLIN & TUCKER CHARTERED	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	400 EAST PRATT ST SUITE 200	AddressLine1Txt
City	BALTIMORE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21202	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	521342909	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHARLES C BAUM FOUNDATION INC	BusinessNameLine1Txt
Business Name Line2	INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	CHAR	BusinessNameControlTxt
Phone	4107031025	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	457 HOLLY FARMS ROAD	AddressLine1Txt
City	SEVERNA PARK	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21146	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PATRICIA P BAUM	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4107031025	PhoneNum
Signature	2025-10-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SUSAN KELLER	PreparerPersonNm
PTIN	P00245169	PTIN
Phone	4107275735	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,101,472	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$7,223	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$7,223	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$26,268	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$26,268	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$31,050	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$74,394	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$31,050	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$64,541	TotalRevAndExpnssAmt
Total Net Invst Incm	$64,541	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,570	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,656	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$115	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$115	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,685	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,771	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$91,523	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$91,523	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$96,208	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,771	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$91,523	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$31,667	ExcessRevenueOverExpensesAmt
Net Investment Income	$60,770	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$2	CashBOYAmt
Sav And Temp Cash Invst BOY	$132,259	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$115,813	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$115,813	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$636,045	CorporateStockBOYAmt
Corporate Stock EOY	$620,826	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,985,659	CorporateStockEOYFMVAmt
Total Assets BOY	$768,306	TotalAssetsBOYAmt
Total Assets EOY	$736,639	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,101,472	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$178,011	CapitalStockBOYAmt
Capital Stock EOY	$178,011	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$590,295	RetainedEarningBOYAmt
Retained Earning EOY	$558,628	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$768,306	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$736,639	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$768,306	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$736,639	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$768,306	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$31,667	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$736,639	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$736,639	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	$50,000	$43,344	$6,656	$6,656
CAPITAL GAIN DIVIDENDS	P	$24,394		$24,394	$24,394

Field	Value	IRS element (for citing)
Capital Gain Net Income	$31,050	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$845	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$845	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$845	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,353	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,353	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$508	OverpaymentAmt
Applied To ES Tax	$508	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MD	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	PATRICIA P BAUM	IndividualWithBooksNm
Phone	4107031025	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	457 HOLLY FARMS ROAD	AddressLine1Txt
City	SEVERNA PARK	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21146	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICIA B BAUM
457 HOLLY FARMS ROAD	SEVERNA PARK	MD	21146	PRESIDENT/TREASURER	1.00	$0	$0	$0
SYLVIA HOROWITZ
5201 HESPERUS DRIVE	COLUMBIA	MD	21044	VICE PRESIDENT/ASST SEC	0.50	$0	$0	$0
JOHN E BAUM
4711 HOLLINS FERRY ROAD	BALTIMORE	MD	21227	VICE PRESIDENT/SEC	0.50	$0	$0	$0
KATIE BAUM
11739 LAUREL DELL AVENUE	MONTE RIO	CA	95462	ASST VICE PRESIDENT	0.50	$0	$0	$0
MATTHEW BAUM
34 CHARLCOTE PL	BALTIMORE	MD	21218	ASST VICE PRESIDENT	0.50	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,795,072	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$140,519	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,935,591	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,935,591	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$29,034	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,906,557	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$95,328	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$95,328	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$845	TaxBasedOnInvestmentIncomeAmt
Total Tax	$845	TotalTaxAmt
Distributable Before Adj	$94,483	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$94,483	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$94,483	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$91,523	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$91,523	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$94,483	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$117,931	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$118,163	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$94,780	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$16,426	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$347,300	TotalExcessDistributionCyovAmt
Qualifying Distributions	$91,523	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$91,523	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$2,960	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$2,960	ExcessDistributionCyovAppCYAmt
Total Corpus	$344,340	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$114,971	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$229,369	ExcessDistriCyovToNextYrAmt
Excess From Year4	$118,163	ExcessFromYear4Amt
Excess From Year3	$94,780	ExcessFromYear3Amt
Excess From Year2	$16,426	ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	PATRICIA B BAUM	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	PATRICIA B BAUM	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	457 HOLLY FARMS ROAD	AddressLine1Txt
City	SEVERNA PARK	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21146	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	4107031025	RecipientPhoneNum
Form And Info And Materials	NO SPECIFIC FORMS OR MATERIALS REQUIRED	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BALITMORE HUNGER PROJECT
9596 DEERECO ROAD	TIMONIUM	MD	21093	NONE	PUBLIC	GENERAL	$1,250
BALTIMORE COMMUNITY FOUNDATION
11 E MOUNT ROYAL AVENUE	BALTIMORE	MD	21202	NONE	PUBLIC	GENERAL	$20,000
BALTIMORE SCHOOL FOR THE ARTS
712 CATHEDRAL STREET	BALTIMORE	MD	21201	NONE	PUBLIC	GENERAL	$2,000
CASE AT DUKE UNIVERSITY
100 FUQUA DRIVE PO BOX 90120	DURHAM	NC	27708	NONE	PUBLIC	GENERAL	$3,000
CENTER FOR HOPE (LIFEBRIDGE) BALTIMORE CHILD ABUSE
2401 W BELVEDERE AVENUE	BALTIMORE	MD	21215	NONE	PUBLIC	GENERAL	$2,000
ENOCH PRATT LIBRARY
2001 N WOLFE STREET	BALTIMORE	MD	21213	NONE	PUBLIC	GENERAL	$10,000
FRIENDS OF MT HOPE CEMETERY
PO BOX 18713	ROCHESTER	NY	14618	NONE	PUBLIC	GENERAL	$800
GILCHRIST
11311 MCCORMICK ROAD SUITE 350	HUNT VALLEY	MD	21213	NONE	PUBLIC	GENERAL	$500
GIVE WELL
1714 FRANKLIN STREET 10035	OAKLAND	CA	94612	NONE	PUBLIC	GENERAL	$1,500
GREENLIGHT FUND (BALTIMORE)
50 MILK STREET 16TH FLOOR	BOSTON	MA	02109	NONE	PUBLIC	GENERAL	$26,523
HORIZONS AT HARLEY
1981 CLOVER STREET	ROCHESTER	NY	14618	NONE	PUBLIC	GENERAL	$200
JOHNS HOPKINS MEDICINE
PO BOX 17045	BALTIMORE	MD	21297	NONE	PUBLIC	GENERAL	$1,000
KEY SCHOOL
534 HILLSMERE DRIVE	ANNAPOLIS	MD	21403	NONE	PUBLIC	GENERAL	$1,000
MARYLAND SPCA
3300 FALLS ROAD	BALTIMORE	MD	21211	NONE	PUBLIC	GENERAL	$1,000
ORIOLES CHARITABLE FOUNDATION
333 W CAMDEN STREET	BALTIMORE	MD	21211	NONE	PUBLIC	GENERAL	$1,000
PRISON YOGA PROJECT
SAN QUENTIN STATE PRISON	SAN QUENTIN	CA	94964	NONE	PUBLIC	GENERAL	$3,000
SHEPPARD PRATT
6501 N CHARLES STREET	BALTIMORE	MD	21204	NONE	PUBLIC	GENERAL	$5,000
THE SEED SCHOOL OF MARYLAND
200 FONT HILL AVENUE	BALTIMORE	MD	21223	NONE	PUBLIC	GENERAL	$7,500
THE VENETOULIS INSTITUTE FOR LOCAL JOURNALISM
621 E PRATT STREET SUITE 401	BALTIMORE	MD	21201	NONE	PUBLIC	GENERAL	$1,250
THREAD
PO BOX 1584	BALTIMORE	MD	21201	NONE	PUBLIC	GENERAL	$1,250
WET NOSES RESCUE
7829 CENTER BLVD SE - 257	SNOQUAIMIE	WA	98065	NONE	PUBLIC	GENERAL	$500
YMCA OF GREATER BOSTON
316 HUNTINGTON AVENUE	BOSTON	MA	02115	NONE	PUBLIC	GENERAL	$1,250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$91,523	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$7,223	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$26,268	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$31,050	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$64,541	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$64,541	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$4,570	Amt
Net Investment Income	$3,656	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
600 SHARES OF BERKSHIRE HATHAWAY	$36,200	$289,812
1400 SHARES OF CITIGROUP INC	$63,741	$99,218
1000 SHARES OF COCA COLA	$723	$64,080
800 SHARES OF COLGATE PALMOLIVE	$779	$77,304
1324.813 SHARES OF EURO PACIFIC GROWTH FUND	$16,947	$76,958
5537.947 SHARES OF GROWTH FUND OF AMERICA	$275,654	$456,881
1000 SHARES OF HANNON ARMSTRONG	$11,402	$31,360
400 SHARES OF JOHNSON & JOHNSON	$4,472	$62,004
400 SHARES OF MCDONALD'S	$931	$118,404
333 SHARES OF PROCTOR & GAMBLE CO	$1,149	$59,694
400 SHARES OF QUALCOM INC	$160	$63,412
600 SHARES OF UNITED HEALTH GROUP INC	$69,399	$366,120
600 SHARES OF WALT DISNEY	$67,764	$70,482
500 SHARES VANGUARD INDEX FUNDS VANGUARD ETF	$71,505	$149,930

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK/WIRE FEES	Desc
Revenue And Expenses Per Books	$115	RevenueAndExpensesPerBooksAmt
Net Investment Income	$115	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

CHARLES C BAUM FOUNDATION INC: Form 990PF, tax year 2023

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Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

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Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

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Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

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