BETA

MARY CATHERINE BUNTING FUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MARY CATHERINE BUNTING FUNDATION (EIN 52-2106057)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202403199349102545
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T11:56:51-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 INTERNATIONAL DRIVE SUITE 1400AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522106057EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY CATHERINE BUNTING FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O KNOLLWOOD INVESTMENT ADVISORYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone4435412447PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1217 INTERNATIONAL CIRAddressLine1Txt
CityHUNT VALLEYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP210301332ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACK BOVIARDPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4435412447PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIA FLANNERYPreparerPersonNm
PTINP00928918PTIN
Phone4102469300PhoneNum
Preparation2024-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$147,412,821FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,436,147ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$847,171DividendsRevAndExpnssAmt
Dividends Net Invst Incm$847,171DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,060,810NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$5,060,810CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$1,982,563OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$1,986,612OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$17,361,565TotalRevAndExpnssAmt
Total Net Invst Incm$3,921,369TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$100,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$50,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$50,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,004TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$92,666OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$92,666OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$195,670TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$142,666TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,600,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,600,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,795,670TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$142,666TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,650,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,565,895ExcessRevenueOverExpensesAmt
Net Investment Income$3,778,703NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,768SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,276SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,276SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,319,987CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$92,917,052OtherInvestmentsBOYAmt
Other Investments EOY$124,046,647OtherInvestmentsEOYAmt
Other Investments EOYFMV$147,407,545OtherInvestmentsEOYFMVAmt
Total Assets BOY$94,242,807TotalAssetsBOYAmt
Total Assets EOY$124,051,923TotalAssetsEOYAmt
Total Assets EOYFMV$147,412,821TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$8,457CapitalStockBOYAmt
Capital Stock EOY$8,457CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$94,234,350RetainedEarningBOYAmt
Retained Earning EOY$124,043,466RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$94,242,807TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$124,051,923TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$94,242,807TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$124,051,923TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$94,242,807TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,565,895ExcessRevenueOverExpensesAmt
Other Increases$19,243,221OtherIncreasesAmt
Subtotal$124,051,923SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$124,051,923TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FROM K-1 - MCB FOUNDATION TE, LLCP-$952,414-$952,414
FROM K-1 - MCB FOUNDATION TE, LLCP$6,013,224$6,013,224
FieldValueIRS element (for citing)
Capital Gain Net Income$5,060,810CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$52,524InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$52,524SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$52,524TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$55,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$55,000TotalPaymentsAndCreditsAmt
Es Penalty$3,055EsPenaltyAmt
Tax Due$579TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKNOLLWOOD INVESTMENT ADVISORYIndividualWithBooksNm
Phone4435412447PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1217 INTERNATIONAL CIRCLEAddressLine1Txt
CityHUNT VALLEYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21030ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHRISTOPHER L BUNTING
217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030DIRECTOR1.00$0$0$0
GERALDINE FIALKOWSKI
217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030DIRECTOR1.00$0$0$0
JACK BOVAIRD
217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030DIRECTOR1.00$0$0$0
MARC G BUNTING
217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030DIRECTOR1.00$0$0$0
KEVIN D IRWIN JR
217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KNOLLWOOD INVESTMENT ADVISORYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1217 INTERNATIONAL CIRCLEAddressLine1Txt
CityHUNT VALLEYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21030ZIPCd
FieldValueIRS element (for citing)
Service TypePROFESSIONAL SERVICESServiceTypeTxt
Compensation$100,000CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,106,856AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$617,011AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$119,086,576FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$136,810,443TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$136,810,443AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,052,157CashDeemedCharitableAmt
Net Vl Noncharitable Assets$134,758,286NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,737,914MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,737,914MinimumInvestmentReturnAmt
Tax Based On Investment Income$52,524TaxBasedOnInvestmentIncomeAmt
Total Tax$52,524TotalTaxAmt
Distributable Before Adj$6,685,390DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,685,390DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,685,390DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,650,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,650,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,685,390DistributableAsAdjustedAmt
Undistributed Income PY$175,894UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$6,650,000QualifyingDistributionsAmt
Applied To Year1$175,894AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,474,106AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$211,284UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN CANCER SOCIETY
PO BOX 22478OKLAHOMA CITYOK73123PCIMPROVE THE LIVES OF PEOPLE WITH CANCER AND THEIR FAMILIES THROUGH ADVOCACY, RESEARCH, AND PATIENT SUPPORT, TO ENSURE EVERYONE HAS AN OPPORTUNITY TO PREVENT, DETECT, TREAT, AND SURVIVE CANCER$25,000
AMERICAN RED CROSS
4700 MT HOPE DRIVEBALTIMOREMD21215PCTO HELP PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES$40,000
AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREET 18TH FLOORNEW YORKNY10004PCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$50,000
BALTIMORE COMMUNITY FOUNDATION
2 EAST READ ST 9TH FLOORBALTIMOREMD21298PCTO IMPROVE THE QUALITY OF LIFE IN BALTIMORE$140,000
BON SECOURS OF MARYLAND FOUNDATION
7007 HARBOUR VIEW BLVD STE 108SUFFOLKVA23435PCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$400,000
BENEDICTINE SISTERS OF BALTIMORE
2229 W JOPPA ROADLUTHERVILLEMD210934601PCA COMMUNITY OF MONASTIC WOMEN WHO FOLLOW THE RULE OF BENEDICT AND ENDEAVOR TO BRING THE RICHNESS OF A 1500 YEAR TRADITION INTO TODAY'S WORLD$20,000
CATHOLIC CHARITIES OF BALTIMORE
320 CATHEDRAL ST 3RD FLOORBALTIMOREMD21201PCTO IMPROVE THE LIVES OF MARYLANDERS IN NEED$1,300,000
CATHOLIC RELIEF SERVICES
PO BOX 17090BALTIMOREMD212970303PCCARRIES OUT THE COMMITMENT OF THE BISHOPS OF THE UNITED STATES TO ASSIST THE POOR AND VULNERABLE OVERSEAS.$100,000
CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVE NEWASHINGTONDC20064PCTHE NATIONAL UNIVERSITY OF THE CATHOLIC CHURCH IN THE UNITED STATES.$130,000
CENTRAL BALTIMORE PARTNERSHIP
25 E 20TH STREETBALTIMOREMD21218PCGALVANIZE THE RENAISSANCE OF THE NEIGHBORHOODS OF CENTRAL BALTIMORE BY ENGAGING PARTNERS TO ASSURE EVERYONE HAS AN OPPORTUNITY TO PARTICIPATE AND TO BENEFIT$100,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUEANNAPOLISMD21403PCDEDICATED SOLELY TO RESTORING AND PROTECTING THE CHESAPEAKE BAY$45,000
CHESAPEAKE CONSERVANCY
716 GIDDINGS AVEANNAPOLISMD21403PCCONSERVE AND RESTORE THE NATURAL AND CULTURAL RESOURCES OF THE CHESAPEAKE BAY WATERSHED FOR THE ENJOYMENT, EDUCATION, AND INSPIRATION OF THIS AND FUTURE GENERATIONS$200,000
CIVIC WORKS
2701 ST LO DRIVEBALTIMOREMD21213PCSTRENGTHENING LOCAL COMMUNITIES THROUGH EDUCATION, SKILLS DEVELOPMENT AND COMMUNITY SERVICE$110,000
CONSERVATION FUND
1655 NORTH FORT MYER DRIVE SUITEARLINGTONVA22209PCCONSERVATION, CREATING INNOVATIVE SOLUTIONS THAT DRIVE NATURE-BASED ACTION FOR CLIMATE PROTECTION, SUSTAINABLE ECONOMIES AND VIBRANT COMMUNITIES.$100,0001300
CRISTO REY JESUIT HIGH SCHOOL
420 SOUTH CHESTER STREETBALTIMOREMD21231PCCATHOLIC COLLEGE PREPARATORY HIGH SCHOOL THAT PROVIDES FOUR YEARS OF RIGOROUS ACADEMIC STUDY.$50,000
DRINK AT THE WELL
4710 PENNINGTON AVENUEBALTIMOREMD21226PCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$50,000
FRANCISCAN CENTER INC
101 WEST 23RD STREETBALTIMOREMD21218PCTO SERVE THE POOR AND HOMELESS OF BALTIMORE REGARDLESS OF AGE, RACE, CREED, NATIONAL ORIGIN OR GEOGRAPHIC AREA$50,000
GOVANS ECUMENICAL DEVELOPMENT CORPORATION (GEDCO)
1010 EAST 33RD STREETBALTIMOREMD21218PCTO DEVELOP AFFORDABLE HOUSING WITH SUPPORTIVE SERVICES AND ASSIST IN MEETING EMERGENCY NEEDS OF COMMUNITY RESIDENTS$65,000
HAMPDEN FAMILY CENTER
1104 W 36TH STBALTIMOREMD21211PCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$15,000
HEALTH CARE FOR THE HOMELESS INC
421 FALLSWAYBALTIMOREMD21202PCTO PROVIDE WHOLE-PERSON HEALTH CARE AND SUPPORTIVE SERVICES TO INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS$100,000
HEALTHCARE ACCESS MARYLAND INC
201 EAST BALTIMORE STREET SUITEBALTIMOREMD21202PCTO CONNECT RESIDENTS TO INSURANCE AND CARE, EDUCATING THE COMMUNITY ABOUT HEALTHIER LIVING, AND ADVOCATING A MORE EQUITABLE HEALTH CARE SYSTEM$100,0001200
HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION
2000 P ST NW STE 310WASHINGTONDC20036PCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$150,000
IGNATIAN SOLIDARITY NETWORK
1 JOHN CARROLL BOULEVARDUNIVERSITY HEIGHTSOH44118PCPROMOTES LEADERSHIP AND ADVOCACY AMONG STUDENTS AND EMERGING LEADERS$65,000
LOYOLA SCHOOL
801 ST PAUL STREETBALTIMOREMD21202PCIN THE JESUIT CATHOLIC TRADITION OF ACADEMIC LEARNING, PERSONAL CARE, AND SPIRITUAL GROWTH, THE LOYOLA SCHOOL OFFERS A SCHOLARSHIP-BASED EDUCATION FOR CHILDREN OF BALTIMORE CITY FAMILIES OF LIMITED MEANS AGED TWO THROUGH THE FOURTH GRADE$150,000
LOYOLA UNIVERSITY OF MARYLAND
4501 NORTH CHARLES STREETBALTIMOREMD21210PCPREPARES STUDENTS FOR ACADEMIC ACHIEVEMENT, THE NEW WORLD OF WORK, AND A BALANCED, FLOURISHING, AND PURPOSEFUL LIFE$25,000
MARYLAND FOOD BANK
2200 HALETHORPE FARMS ROADBALTIMOREMD21227PCCONTRIBUTIONS TO END HUNGER$50,000
MERCY HEALTH FOUNDATION
301 ST PAUL PLACEBALTIMOREMD21202PCTO COORDINATE AND STRENGTHEN FUNDRAISING FOR MERCY MEDICAL CENTER AND STELLA MARIS$1,100,000
MERCY CORPS
45 SW ANKENY STREETPORTLANDOR97204PCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$30,000
NATIONAL AQUARIUM BALTIMORE
501 E PRATT STBALTIMOREMD21202PCTO INSPIRE CONSERVATION OF THE WORLD'S AQUATIC TREASURES$200,000
OAKCREST SCHOOL
1619 CROWELL ROADVIENNAVA22182PCCHALLENGES GIRLS IN GRADES 6-12 TO DEVELOP THEIR INTELLECT, CHARACTER, FAITH AND LEADERSHIP POTENTIAL TO SUCCEED IN COLLEGE AND THROUGHOUT THEIR LIVES$100,000
NORTHERN KENYA FUND
217 INTERNATIONAL CIRHUNT VALLEYMD21030PFTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$50,000
ROCA
880 PARK AVENUE SUITE 200BALTIMOREMD21201PCDISRUPTING INCARCERATION, POVERTY, AND RACISM BY ENGAGING THE YOUNG ADULTS, POLICE, AND SYSTEMS AT THE CENTER OF URBAN VIOLENCE$50,000
ROLAND PARK COMMUNITY FOUNDATION
PO BOX 16214BALTIMOREMD21210PCPRESERVE AND ENHANCE THE CHARACTER OF ROLAND PARK, WITH AN EMPHASIS ON PARKS, OPEN SPACE AND PUBLIC AREAS$100,000
SHARE FOUNDATION EL SALVADOR
2425 COLLEGE AVENUEBERKELEYCA94704PCSTRENGTHENS SOLIDARITY WITH AND AMONG THE SALVADORAN PEOPLE IN EL SALVADOR AND THE UNITED STATES IN THE STRUGGLE FOR ECONOMIC SUSTAINABILITY, JUSTICE, AND HUMAN AND CIVIL RIGHTS$75,000
SISTERS ACADEMY OF BALTIMORE
139 1ST AVENUEBALTIMOREMD21227PCINDEPENDENT MIDDLE SCHOOL FOR GIRLS IN GRADES 5 - 8$150,000
SISTERS OF MERCY OF THE AMERICAS
8403 COLESVILLE ROAD SUITE 400SILVER SPRINGMD20910PCSERVE PEOPLE WHO SUFFER POVERTY, SICKNESS, AND IGNORANCE, WITH A SPECIAL CONCERN FOR WOMEN AND CHILDREN$75,000
SISTERS OF ST FRANCIS OF ASSISI
3221 S LAKE DRIVEST FRANCISWI53235PCADAPT TO THE NEEDS OF THE TIMES IN OUR MISSION TO SERVE THE POOR AND OTHERWISE NEEDY$150,000
SISTERS OF ST FRANCIS OF ASSISI - AISLING RETREAT HOUSE
4800 HOFFMANVILLE ROADMANCHESTERMD21102PCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$20,000
ST FRANCES ACADEMY
501 EAST CHASE STREETBALTIMOREMD21202PCINDEPENDENT CATHOLIC HIGH SCHOOL WITH AFRICAN AMERICAN AND HISPANIC ROOTS$125,000
ST MARY'S SEMINARY & UNIVERSITY
5400 ROLAND AVENUEBALTIMOREMD21210PCPREPARING PRIESTS FROM ACROSS THE NATION AND THE WORLD$200,000
ST VINCENT DE PAUL
120 NORTH FRONT STREETBALTIMOREMD21202PCTO SUPPORT THOSE IMPACTED BY POVERTY TO HAVE THE SKILLS, RESOURCES, AND OPPORTUNITY TO ACHIEVE THEIR FULL POTENTIAL$420,000
WOMEN'S EDUCATION ALLIANCE
308 W JOPPA ROADTOWSONMD21204PCPROVIDING SCHOLARSHIPS TO CATHOLIC COMMUNITY SCHOOLS SERVING ECONOMICALLY DISADVANTAGED FAMILIES IN BALTIMORE CITY$100,000
WATER - WOMEN'S ALLIANCE FOR THEOLOGY ETHICS & RITUAL
8121 GEORGIA AVE SUITE 310SILVER SPRINGMD20910PCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,600,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$847,171ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,060,810ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
OTHER INCOME FROM PARTNERSHIP PASSTHROUGH14-$1,986,612
PARTNERSHIP UBI INCOME REPORTED14900001$4,049

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4,049UnrelatedBusinessTaxblIncmAmt
Exclusion$3,921,369ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,925,418TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
MARY CATHERINE BUNTING
1217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$11,114,836Yes (X)Yes (X)
MARY CATHERINE BUNTING 2012 CHARITABLE TRUST
2217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$2,055,199Yes (X)
MARY CATHERINE BUNTING 2015 CHARITABLE TRUST
3217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$266,112Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
14,295 SHARES NVIDIA STOCK$997,1272023-02-28
115,000 SHARES NVIDIA STOCK$5,362,7092023-05-30

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN KENYA FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1217 INTERNATIONAL CIRCLEAddressLine1Txt
CityHUNT VALLEYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21030ZIPCd
FieldValueIRS element (for citing)
Grant2023-05-10GrantDt
Grant$50,000GrantAmt
Purpose Of GrantA GRANT WAS MADE TO NORTHERN KENYA FUND WHO USED IT TO SUPPORT THE NKF SCHOLARSHIP FUND FOR THE 2023 KENYA SCHOOL YEAR.PurposeOfGrantTxt
Expended By Grantee$50,000ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By Grantee11/12/2024DatesOfReportsByGranteeTxt
Results Of VerificationTHE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE.ResultsOfVerificationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMCB FOUNDATION TE LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$124,046,647BookValueAmt
EOYFMV$147,407,545EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFROM K-1 - MCB FOUNDATION TEDesc
Revenue And Expenses Per Books$92,666RevenueAndExpensesPerBooksAmt
Net Investment Income$92,666NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM PARTNERSHIP PASSTHROUGH-$1,986,612-$1,986,612-$1,986,612
PARTNERSHIP UBI INCOME REPORTED$4,049$4,049

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX ADJUSTMENT FOR DONATED SECURITIESDesc
Amt$19,243,221Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryKWIA MANAGEMENT FEESCategoryTxt
Amt$100,000Amt
Net Investment Income$50,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$50,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXES PAIDCategoryTxt
Amt$3,004Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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