BETA

MARY CATHERINE BUNTING FUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MARY CATHERINE BUNTING FUNDATION (EIN 52-2106057)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202333199349101958
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T08:55:23-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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)
PersonMARY CATHERINE BUNTINGPersonNm
Person TitleCHAIRMAN/DIRECTORPersonTitleTxt
Phone4435412447PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYPersonFirstNm
Person LastCATHERINE BUNTINGPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIA FLANNERYPreparerPersonNm
PTINP00928918PTIN
Phone4102469300PhoneNum
Preparation2023-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$124,241,511FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,049,614ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$676,060DividendsRevAndExpnssAmt
Dividends Net Invst Incm$676,060DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,343,560NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$768,577OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$767,769OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$14,613,537TotalRevAndExpnssAmt
Total Net Invst Incm-$91,709TotalNetInvstIncmAmt
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
Interest Rev And Expnss$12,651InterestRevAndExpnssAmt
Interest Net Invst Incm$12,651InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$363,337TaxesRevAndExpnssAmt
Taxes Net Invst Incm$23,800TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$33,260OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$33,238OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$509,248TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$119,689TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,000,167ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,000,167ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,509,415TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$119,689TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,050,167TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,104,122ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$214,811SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,768SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,768SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$160,387CorporateStockBOYAmt
Corporate Stock EOY$1,319,987CorporateStockEOYAmt
Corporate Stock EOYFMV$14,192,309CorporateStockEOYFMVAmt
Other Investments BOY$98,286,382OtherInvestmentsBOYAmt
Other Investments EOY$92,917,052OtherInvestmentsEOYAmt
Other Investments EOYFMV$110,043,434OtherInvestmentsEOYFMVAmt
Total Assets BOY$98,661,580TotalAssetsBOYAmt
Total Assets EOY$94,242,807TotalAssetsEOYAmt
Total Assets EOYFMV$124,241,511TotalAssetsEOYFMVAmt
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$98,653,123RetainedEarningBOYAmt
Retained Earning EOY$94,234,350RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$98,661,580TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$94,242,807TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$98,661,580TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$94,242,807TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$98,661,580TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,104,122ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$106,765,702SubtotalAmt
Other Decreases$12,522,895OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$94,242,807TotNetAstOrFundBalancesEOYAmt

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-$3,292,063-$3,292,063
FROM K-1 - MCB FOUNDATION TE, LLCP-$2,051,497-$2,051,497
FieldValueIRS element (for citing)
Capital Gain Net Income-$5,343,560CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY CATHERINE BUNTING
217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030CHAIRMAN/DIRECTOR (THRU 6/22)1.00$0$0$0
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$1,099,093AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$543,956AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$123,149,940FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$124,792,989TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$124,792,989AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,871,895CashDeemedCharitableAmt
Net Vl Noncharitable Assets$122,921,094NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,146,055MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,146,055MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$6,146,055DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,146,055DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,146,055DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,050,167ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,050,167QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,146,055DistributableAsAdjustedAmt
Undistributed Income PY$80,006UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$6,050,167QualifyingDistributionsAmt
Applied To Year1$80,006AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,970,161AppliedToCurrentYearAmt
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$175,894UndistributedIncomeCYAmt
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)
Contributing ManagerMARY CATHERINE BUNTINGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 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 VISIONARY ART MUSEUM
800 KEY HWYBALTIMOREMD21230PCCREATE AND OPERATE A MUSEUM AND LEARNING CENTER DEDICATED TO THE WORK OF VISIONARY ARTISTS$10,000
BALTIMORE COMMUNITY FOUNDATION
2 EAST READ ST 9TH FLOORBALTIMOREMD21298PCTO IMPROVE THE QUALITY OF LIFE IN BALTIMORE$140,000
BALTIMORE SYMPHONY ORCHESTRA
1212 CATHEDRAL STREETBALTIMOREMD21201PCMAINTAINING DEEP BONDS THROUGHOUT MARYLAND THROUGH INNOVATIVE EDUCATION AND COMMUNITY OUTREACH INITIATIVES.$20,000
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$620,000
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.$126,667
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$70,000
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
FRANCISCAN CENTER INC
101 WEST 23RD STREETBALTIMOREMD21218PCTO SERVE THE POOR AND HOMELESS OF BALTIMORE REGARDLESS OF AGE, RACE, CREED, NATIONAL ORIGIN OR GEOGRAPHIC AREA$25,000
GOVANS ECUMENICAL DEVELOPMENT CORPORATION (GEDCO)
1010 EAST 33RD STREETBALTIMOREMD21218PCTO DEVELOP AFFORDABLE HOUSING WITH SUPPORTIVE SERVICES AND ASSIST IN MEETING EMERGENCY NEEDS OF COMMUNITY RESIDENTS$62,500
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
IGNATIAN SOLIDARITY NETWORK
1 JOHN CARROLL BOULEVARDUNIVERSITY HEIGHTSOH44118PCPROMOTES LEADERSHIP AND ADVOCACY AMONG STUDENTS AND EMERGING LEADERS$60,000
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 HIGH SCHOOL
1300 EAST NORTHERN PARKWAYBALTIMOREMD21239PCPRIVATE CATHOLIC, COLLEGE PREPARATORY SCHOOL FOR YOUNG WOMEN OF DIVERSE BACKGROUNDS FROM ACROSS CENTRAL MARYLAND$200,000
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
OPEN SOCIETY INSTITUTE - BALTIMORE
201 NORTH CHARLES STREET SUITE 1300BALTIMOREMD21201PCCREATING TRANSFORMATIVE CHANGE ON THE LOCAL LEVEL THAT CAN INFORM TRANSFORMATION IN THE U.S. AND AROUND THE WORLD$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$200,000
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$407,000
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$20,000
SISTERS OF ST FRANCIS OF ASSISI - AISLING RETREAT HOUSE
4800 HOFFMANVILLE ROADMANCHESTERMD21102PCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$150,000
ST FRANCES ACADEMY
501 EAST CHASE STREETBALTIMOREMD21202PCINDEPENDENT CATHOLIC HIGH SCHOOL WITH AFRICAN AMERICAN AND HISPANIC ROOTS$124,000
ST MARY'S SEMINARY & UNIVERSITY
5400 ROLAND AVENUEBALTIMOREMD21210PCPREPARING PRIESTS FROM ACROSS THE NATION AND THE WORLD$315,000
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$520,000
WOMEN'S EDUCATION ALLIANCE
308 W JOPPA ROADTOWSONMD21204PCPROVIDING SCHOLARSHIPS TO CATHOLIC COMMUNITY SCHOOLS SERVING ECONOMICALLY DISADVANTAGED FAMILIES IN BALTIMORE CITY$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,000,167TotalGrantOrContriPdDurYrAmt
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$676,060ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$5,343,560ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
OTHER INCOME FROM PARTNERSHIP PASSTHROUGH14-$767,769
PARTNERSHIP UBI INCOME REPORTED14900001-$808

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$808UnrelatedBusinessTaxblIncmAmt
Exclusion-$5,435,269ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$5,436,077TotalIncomeProducingActyAmt

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$17,696,764Yes (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$241,920Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property90,000 SH AMAZON, 4,000 SH INTUIT, 6,000 SH MASTERCARD, 4,100 SH MICROSOFT, 4,300 SH S&P GLOBAL INCNoncashPropertyDesc
Fair Market Value$13,626,764FairMarketValueAmt
Received2022-12-27ReceivedDt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierTAX BASED ON INVESTMENT INCOMEIdentifierTxt
Form And Line ReferenceFORM 990PF, PART V, LINE 1FormAndLineReferenceDesc
Medium ExplanationDUE TO E-FILE LIMITATIONS, THE TAX DUE ON THE FORM 8978 RELATED TO THE AAR FILING IS NOT REPORTED ON FORM 990PF, PART V, LINE 1. THE TAX DUE HAS BEEN PAID THROUGH EFTPSMediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
KLA CORPORATION$160,387$565,545
AMAZON$347,191$7,560,000
INTUIT$241,215$1,556,880
MASTERCARD$54,255$2,086,380
MICROSOFT$331,089$1,983,262
S&P GLOBAL$185,850$440,242

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$92,917,052BookValueAmt
EOYFMV$110,043,434EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX ADJUSTMENT FOR DONATED SECURITIESDesc
Amt$12,522,895Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFROM K-1 - MCB FOUNDATION TEDesc
Revenue And Expenses Per Books$33,260RevenueAndExpensesPerBooksAmt
Net Investment Income$33,238NetInvestmentIncomeAmt
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-$767,769-$767,769-$767,769
PARTNERSHIP UBI INCOME REPORTED-$808$0-$808

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FROM K-1 - MCB FOUNDATION FOREIGN TAXES$23,800$23,800$0
EXCISE TAXES PAID$339,537$0$0

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