Civic Intelligence

Baum Family Foundation

990PF • Fiscal year 2012 • EIN 38-3443737

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 31, 2012

660 West Indian Hills Drive49058
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$5,451,700

Flat from 2012

Net Assets

$5,451,700

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$410,570

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2012: $5,451,700Liabilities 2012: $0Net Assets 2012: $5,451,7002012Assets 2012: $5,451,700Liabilities 2012: $12012Assets 2013: $5,486,327Liabilities 2013: $1Net Assets 2013: $5,486,3272013Assets 2014: $5,428,913Liabilities 2014: $1Net Assets 2014: $5,428,9132014Assets 2015: $6,778,763Liabilities 2015: $1Net Assets 2015: $6,778,7632015Assets 2016: $6,594,085Liabilities 2016: $0Net Assets 2016: $6,594,0852016Assets 2017: $6,359,765Liabilities 2017: $0Net Assets 2017: $6,359,7652017Assets 2018: $9,322,927Liabilities 2018: $0Net Assets 2018: $9,322,9272018Assets 2019: $9,115,095Liabilities 2019: $1Net Assets 2019: $9,115,0952019Assets 2020: $9,278,089Liabilities 2020: $1Net Assets 2020: $9,278,0892020Assets 2021: $9,945,871Liabilities 2021: $1Net Assets 2021: $9,945,8712021Assets 2022: $10,431,479Liabilities 2022: $1Net Assets 2022: $10,431,4792022Assets 2023: $9,653,288Liabilities 2023: $1Net Assets 2023: $9,653,2882023Assets 2024: $10,993,995Liabilities 2024: $0Net Assets 2024: $10,993,9952024

Highlighted filing

2012

Assets$5,451,700
Liabilities$0
Net Assets$5,451,700

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $410,5702012Revenue 2012: $1,151,466Expenses 2012: $410,570Net Income 2012: $740,8962012Revenue 2013: $338,265Expenses 2013: $303,638Net Income 2013: $34,6272013Revenue 2014: $338,445Expenses 2014: $395,859Net Income 2014: -$57,4142014Revenue 2015: $1,710,897Expenses 2015: $361,047Net Income 2015: $1,349,8502015Revenue 2016: $100,669Expenses 2016: $285,347Net Income 2016: -$184,6782016Revenue 2017: $162,782Expenses 2017: $397,102Net Income 2017: -$234,3202017Revenue 2018: $3,545,237Expenses 2018: $582,075Net Income 2018: $2,963,1622018Revenue 2019: $456,827Expenses 2019: $622,912Net Income 2019: -$166,0852019Revenue 2020: $772,523Expenses 2020: $609,529Net Income 2020: $162,9942020Revenue 2021: $1,145,780Expenses 2021: $477,998Net Income 2021: $667,7822021Revenue 2022: $1,291,317Expenses 2022: $805,709Net Income 2022: $485,6082022Revenue 2023: $600,800Expenses 2023: $768,061Net Income 2023: -$167,2612023Revenue 2024: $2,104,966Expenses 2024: $764,259Net Income 2024: $1,340,7072024

Highlighted filing

2012

Revenue-
Expenses$410,570
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Oct 31, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY R BAUMDirector / President-$0--
A EARLENE BAUMDirector / Secretary-$0--
DAVID L BAUMDirector / Vice President-$0--
ARTHUR E ALBINTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGILMORE CAR MUSEUMGENERAL CONTRIBUTIONPRIVATE OPERATING FOHICKORY CORNERS, MI, US$225,000
Paid GrantFIRST PRESBYTERIAN CHURCHGENERAL CONTRIBUTIONPUBLICHASTINGS, MI, US$105,000
Paid GrantBARRY COMMUNITY FOUNDATIONGENERAL CONTRIBUTIONPUBLICHASTINGS, MI, US$12,900
Paid GrantHASTINGS EDUCATION ENRICHMENT FOUNDATIONGENERAL CONTRIBUTIONPUBLICHASTINGS, MI, US$10,000
Paid GrantHASTINGS AREA SCHOOLSGENERAL CONTRIBUTIONPUBLICHASTINGS, MI, US$7,500
Paid GrantBLUE LAKE PUBLIC RADIOGENERAL CONTRIBUTIONPUBLICTWIN LAKE, MI, US$5,200
Paid GrantTHORNAPPLE ARTS COUNCILGENERAL CONTRIBUTIONPUBLICHASTINGS, MI, US$5,000
Paid GrantBARRY COMMUNITY FOUNDATIONGREEN GABLES HAVEN FUNDPUBLICHASTINGS, MI, US$3,000
Paid GrantBARRY COMMUNITY FREE CLINICGENERAL CONTRIBUTIONPUBLICHASTINGS, MI, US$3,000
Paid GrantSPIRITUAL CARE CONSULTANTS OF WEST MICHIGANGENERAL CONTRIBUTIONPUBLICHASTINGS, MI, US$2,500
Paid GrantLOVE INCGENERAL CONTRIBUTIONPUBLICHASTINGS, MI, US$2,000
Paid GrantKELLY CARES FOUNDATIONGENERAL CONTRIBUTIONPUBLICSOUTH BEND, IN, US$2,000
Paid GrantTHORNAPPLE PLAYERSGENERAL CONTRIBUTIONPUBLICHASTINGS, MI, US$1,200
Paid GrantBARRY COUNTY UNITED WAYGENERAL CONTRIBUTIONPUBLICHASTINGS, MI, US$500
Paid GrantSPECTRUM HEALTH FOUNDATIONGENERAL CONTRIBUTIONPUBLICGRAND RAPIDS, MI, US$100
Paid GrantAMERICAN HEART ASSOCIATIONGENERAL CONTRIBUTIONPUBLICCHICAGO, IL, US$50
Paid GrantLEUKEMIA AND LYMPHOMA SOCIETYGENERAL CONTRIBUTIONPUBLICWHITE PLAINS, NY, US$50
Filing and Contact Details

Filer

EIN
38-3443737
Raw XML AppendixShowing 400 of 1,154 raw XML fields

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202003-03-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212009-03-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222010-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232008-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242010-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired262010-11-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272011-04-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired282011-05-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired292011-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302011-07-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired312011-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired322011-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired332011-03-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired342011-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired352010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired362010-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired372010-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired382011-07-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired392011-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired402011-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired412011-06-21
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired432011-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired442011-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired452011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired462011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired472011-09-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired482011-11-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired492011-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired502010-12-03
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired552009-03-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired562011-06-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired572012-01-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired582010-12-03
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired602011-12-03
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired652010-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired662007-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired672007-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired682009-06-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired692010-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired702011-06-23
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9BLACKROCK GLOBAL ALLOCATION I
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13CREDIT SUISSE COMMODITY RETURN STRATEGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14CREDIT SUISSE COMMODITY RETURN STRATEGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15CREDIT SUISSE COMMODITY RETURN STRATEGY
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19DFA TAX-MANAGED US TARGETED VALUE PORTFOLIO
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23HARBOR INTERNATIONAL INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24HARDING LOEVNER EMERGING MARKETS CI I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25HARDING LOEVNER EMERGING MARKETS CI I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26HARDING LOEVNER EMERGING MARKETS CI I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27JPMORGAN STRATEGIC INCOME OPPS SEL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28JPMORGAN STRATEGIC INCOME OPPS SEL

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$2.10$0.76$1.34
2023Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$0.60$0.77$0.17
2022Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$1.29$0.81$0.49
2021Detailed filing. Detailed filing data is available for this year.$9.95$0.00$9.95$1.15$0.48$0.67
2020Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$0.77$0.61$0.16
2019Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.46$0.62$0.17
2018Detailed filing. Detailed filing data is available for this year.$9.32$0.00$9.32$3.55$0.58$2.96
2017Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.16$0.40$0.23
2016Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.10$0.29$0.18
2015Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$1.71$0.36$1.35
2014Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.34$0.40$0.06
2013Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.34$0.30$0.03
2012Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.41
2012Summary only. Only limited summary data is available for this year.$5.45$0.00$1.15$0.41$0.74