BUNTING FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BUNTING FAMILY FOUNDATION INC (EIN 52-1724988)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349103379
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:40:12-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521724988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BUNTING FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KNOLLWOOD INVESTMENT ADVISORY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUNT | BusinessNameControlTxt |
| Phone | 4435412447 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 INTERNATIONAL CIR | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER L BUNTING | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4435412447 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | BUNTING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469301 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $128,555,576 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,709,767 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $232,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $232,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $403,322 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $645,087 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $403,322 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$699,094 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$868,403 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,646,639 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | -$232,437 | 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 |
| Other Prof Fees Rev And Expnss | $250,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $125,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $127,960 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $127,960 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $199,631 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,754 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $165,783 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150,138 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,645 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $743,374 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $412,852 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $140,645 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,060,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,060,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,803,374 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $412,852 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,200,645 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,156,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,776 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,545,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,545,544 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $74,039,926 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $68,357,175 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $124,010,032 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $74,082,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,902,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $128,555,576 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $105,312 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $100,493 | AccountsPayableEOYAmt |
| Grants Payable BOY | $18,500 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $123,812 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100,493 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,315,280 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,315,280 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $72,643,610 | RetainedEarningBOYAmt |
| Retained Earning EOY | $71,486,946 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,958,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $72,802,226 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,082,702 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,902,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,958,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,156,735 | ExcessRevenueOverExpensesAmt |
| Other Increases | $71 | OtherIncreasesAmt |
| Subtotal | $72,802,226 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $72,802,226 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| FROM K-1 - BUNTING FAMILY FOUNDATION TE, LLC | P | $241,765 | -$241,765 | -$241,765 | |
| FROM K-1 - BUNTING FAMILY FOUNDATION TE, LLC | P | $645,087 | $645,087 | $645,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $403,322 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $105,000 | 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 | $105,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $105,000 | OverpaymentAmt |
| Applied To ES Tax | $105,000 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | KNOLLWOOD INVESTMENT ADVISORY | IndividualWithBooksNm |
| Phone | 4435412447 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 INTERNATIONAL CIRCLE | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE L BUNTING JR | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| MARY CATHERINE BUNTING | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| JEFFREY G BUNTING | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| MARC G BUNTING | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| CHRISTOPHER L BUNTING | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | PRESIDENT & CEO | 1.50 | $0 | $0 | $0 |
| MARY ELLEN KRANZLIN | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNOLLWOOD INVESTMENT ADVISORY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 INTERNATIONAL CIRCLE | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROFESSIONAL SERVICES | ServiceTypeTxt |
| Compensation | $250,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $340,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $103,822,443 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,162,624 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,162,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,562,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,600,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,130,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,130,009 | MinimumInvestmentReturnAmt |
| Income Tax | $29,429 | IncomeTaxAmt |
| Total Tax | $29,429 | TotalTaxAmt |
| Distributable Before Adj | $5,100,580 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,100,580 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,100,580 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,200,645 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,200,645 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,200,645 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,100,580 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $91,943 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $383,218 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,073 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $254,854 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $818,088 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,200,645 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,100,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $100,065 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $918,153 | 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 | $91,943 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $826,210 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $383,218 | ExcessFromYear4Amt |
| Excess From Year3 | $88,073 | ExcessFromYear3Amt |
| Excess From Year1 | $254,854 | ExcessFromYear1Amt |
| Excess From Current Year | $100,065 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE L BUNTING JR | ContributingManagerNm |
| Contributing Manager | MARY CATHERINE BUNTING | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| PO BOX 843004 | BOSTON | MA | 02284 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| ALIANCA INTERNATIONAL | |||||||
| 120 BLACKBURN AVENUE | NASHVILLE | TN | 37205 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| AMERICAN RED CROSS OF CENTRAL MARYLAND | |||||||
| 4800 MOUNT HOPE DRIVE | BALTIMORE | MD | 21215 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| AMERICAN RIVERS | |||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $48,000 | |
| AMERICAN VISIONARY ARTS MUSEUM | |||||||
| 800 KEY HIGHWAY | BALTIMORE | MD | 21230 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| AMERICARES FREE CLINICS | |||||||
| 88 HAMILTON AVENUE | STANFORD | CT | 06902 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $45,000 | |
| ARTS EVERY DAY | |||||||
| 1800 NORTH CHARLES STREET 1800 | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| BALTIMORE CHESAPEAKE BAY OUTWARD BOUND SCHOOL INC | |||||||
| LEAKIN PARK 1900 EAGLE DRIVE | BALTIMORE | MD | 21207 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $116,000 | |
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 11 E MOUNT ROYAL AVE 2ND FLOOR | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $105,000 | |
| BALTIMORE EDUCATION SCHOLARSHIP TRUST | |||||||
| 808 NORTH CHARLES STREET SUITE 200 | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | C |
| BALTIMORE MUSEUM OF ART | |||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| BALTIMORE MUSEUM OF INDUSTRY | |||||||
| 1415 KEY HIGHWAY | BALTIMORE | MD | 21230 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| BALTIMORE SCHOOL FOR THE ARTS FOUNDATION | |||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $8,000 | |
| BALTIMORE STATION | |||||||
| 140 W WEST STREET 2ND FLOOR | BALTIMORE | MD | 12130 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $26,000 | |
| BALTIMORE TREE TRUST | |||||||
| PO BOX 26202 | BALTIMORE | MD | 21210 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| BENEDICTINE SISTERS OF BALTIMORE | |||||||
| 2229 WEST JOPPA ROAD | LUTHERVILLE | MD | 21093 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| BIG BROTHERS BIG SISTERS & THE MD MENTORING PARTNER | |||||||
| 3600 CLIPPER MILL ROAD SUITE 250 | BALTIMORE | MD | 21211 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| BLUE WATER BALTIMORE | |||||||
| 3545 BELAIR RD | BALTIMORE | MD | 21213 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| B'MORE CLUBHOUSE | |||||||
| 9 EAST FRANKLIN STREET | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| BRIDGEPORT HOSPITAL FOUNDATION | |||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $45,000 | |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| CARMELITE SISTERS OF BALTIMORE | |||||||
| 1318 DULANEY VALLEY ROAD | BALTIMORE | MD | 21286 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,000 | |
| CASA OF BALTIMORE INC | |||||||
| 511 E BALTIMORE STREET | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| CASA OF BALTIMORE INC (COUNTY) | |||||||
| 305 W CHESAPEAKE AVE SUITE 117 | BALTIMORE | MD | 21204 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| CATHOLIC CHARITIES - BALTIMORE | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $200,000 | |
| CATHOLIC CHARITIES - BRIDGEPORT | |||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 066062845 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| CATHOLIC CHARITIES - FAIRFIELD | |||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 066062845 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $30,000 | |
| CENTER FOR LARGE LANDSCAPE CONSERVATION | |||||||
| 303 W MENDENHALL SUITE 4 | BOZEMAN | MT | 59715 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $53,500 | |
| CENTER STAGE | |||||||
| 700 N CALVERT STREET | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $285,000 | |
| CHESAPEAKE CONSERVANCY | |||||||
| 716 GIDDINGS AVE | ANNAPOLIS | MD | 21403 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $70,000 | |
| CHILDREN OF PROMISE NYC | |||||||
| 54 MACDONOUGH ST | BROOKLYN | NY | 112162304 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $30,000 | |
| CHILDREN'S SCHOLARSHIP FUND BALTIMORE | |||||||
| 1000 ST PAUL STREET | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| CHRISTIAN APPALACHIAN PROJECT | |||||||
| 2610 PALUMBO DRIVE | LEXINGTON | KY | 40509 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| CIVICS WORKS | |||||||
| 2701 ST LO DRIVE | BALTIMORE | MD | 21213 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $75,000 | |
| COMMUNITY MEDIATION PROGRAM | |||||||
| 3333 GREENMOUNT AVENUE | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| DEE'S PLACE | |||||||
| 1212 N WOLFE ST | BALTIMORE | MD | 21231 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $60,000 | |
| EARTHJUSTICE | |||||||
| 416 17TH STREET 6TH FLOOR | OAKLAND | CA | 94612 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $137,000 | |
| EAST NORWALK BLUE INC | |||||||
| 7 EDGEWATER PLACE | NORWALK | CT | 06852 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $13,500 | |
| ENOCH PRATT FREE LIBRARY | |||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| ENVIRONMENTAL INTEGRITY PROJECT | |||||||
| 1000 VERMONT AVENUE NW SUITE 1100 | WASHINGTON | DC | 20005 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| EVERYMAN THEATRE | |||||||
| 1727 N CHARLES STREET | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $60,000 | |
| FIRST FRUITS FARM | |||||||
| 20431 MIDDLETOWN ROAD | FREELAND | MD | 21053 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| FRANCISCAN CENTER | |||||||
| 101 WEST 23RD STREET | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,000 | |
| GILCHRIST HOSPICE CARE INC | |||||||
| 11311 MCCORMICK ROAD NO 350 | HUNT VALLEY | MD | 21031 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $60,000 | |
| GOUCHER PRISON EDUCATION PARTNERSHIP | |||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| GREENLIGHT FUND BALTIMORE | |||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| HABITAT FOR HUMANITY OF THE CHESAPEAKE | |||||||
| 3741 COMMERCE DRIVE SUITE 309 | BALTIMORE | MD | 21227 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| HAMPDEN FAMILY CENTER | |||||||
| 800 WEST 36TH STREET | BALTIMORE | MD | 21211 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| HEALTHCARE ACCESS MARYLAND | |||||||
| ONE NORTH CHARLES STREET | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $75,000 | |
| HEALTHCARE FOR THE HOMELESS | |||||||
| 421 THE FALLSWAY | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $125,000 | |
| HEALTHY NEIGHBORHOODS | |||||||
| 2 E READ STREET | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| HIPPODROME FOUNDATION INC | |||||||
| 416 WEST BALTIMORE | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $30,000 | |
| HOUSE OF RUTH MARYLAND | |||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| HUMAN RESOURCE DEVELOPMENT COUNCIL | |||||||
| 433 BREWER AVE | HAGERSTOWN | MD | 217405364 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| INDEPENDENT COLLEGE FUND OF MARYLAND | |||||||
| 3225 ELLERSLIE AVENUE SUITE C 160 | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| INNOVATION WORKS | |||||||
| TWO ALLEGHENY CENTER STE 100 - NOVA | PITTSBURGH | PA | 15212 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $82,000 | TOWER 2 |
| INSTITUTE FOR ISLAMIC CHRISTIAN & JEWISH STUDIES | |||||||
| 956 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $13,000 | |
| INSTITUTE FOR MARINE AND ENVIRONMENTAL TECHNOLOGY | |||||||
| 701 E PRATT STREET | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| IRVINE NATURE CENTER | |||||||
| 11201 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| JOHNS HOPKINS HOSPITAL | |||||||
| 3400 NORTH CHARLES ST | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $180,000 | |
| KENNEDY KRIEGER INSTITUTE | |||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| KTUNAXA CULTURAL EXCHANGE | |||||||
| POBOX 1255 | LESLIE CAYE POLSON | MT | 59860 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| LAND INSTITUTE | |||||||
| 2440 E WATER WELL RD | SALINA | KS | 67401 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $40,000 | |
| LIFEBRIDGE HEALTH INC | |||||||
| 2401 WEST BELVEDERE AVENUE | BALTIMORE | MD | 21215 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $35,000 | |
| LOYOLA UNIVERSITY OF MARYLAND - MESSINA PROGRAM | |||||||
| 4501 N CHARLES STREET | BALTIMORE | MD | 21210 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $175,000 | |
| MARYLAND FILM FESTIVAL | |||||||
| 5 WEST NORTH AVENUE | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| MARYLAND FOOD BANK INC | |||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $135,000 | |
| MARYLAND HISTORICAL SOCIETY | |||||||
| 201 WEST MONUMENT STREET | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $70,000 | |
| MARYLAND SCIENCE CENTER | |||||||
| 601 LIGHT STREET | BALTIMORE | MD | 21230 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| MARYLAND ZOO IN BALTIMORE | |||||||
| 1876 MANSION HOUSE DRIVE DRUID HILL | BALTIMORE | MD | 21217 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | PARK |
| MOSAIC COMMUNITY SERVICES INC | |||||||
| 1925 GREENSPRING DRIVE | TIMONIUM | MD | 21093 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| MOVEABLE FEAST | |||||||
| 901 NORTH MILTON AVENUE | BALTIMORE | MD | 21205 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| MY SISTERS CIRCLE (TIMONIUM) | |||||||
| PO BOX 84 | TIMONIUM | MD | 21094 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| NAMI - METROPOLITAN BALTIMORE INC | |||||||
| 6600 YORK ROAD SUITE 204 | BALTIMORE | MD | 21212 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| NATIONAL AQUARIUM IN BALTIMORE | |||||||
| PIER 3 501 EAST PRATT STREET | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $265,000 | |
| NATIONAL PARK TRUST INC | |||||||
| 401 E JEFFERSON STREET SUITE 207 | ROCKVILLE | MD | 20850 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE | ARLINGTON | MD | 22203 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| NEXT ONE UP FOUNDATION | |||||||
| PO BOX 22503 | BALTIMORE | MD | 21203 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| NORTHERN KENYA FUND | |||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | PF | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $83,500 | |
| OPEN SOCIETY INSTITUTE - BALTIMORE | |||||||
| 201 NORTH CHARLES STREET SUITE 1300 | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $68,500 | |
| OPEN WORKS | |||||||
| 1400 GREENMOUNT AVENUE | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| PARKS & PEOPLE FOUNDATION | |||||||
| 800 WYMAN PARK DRIVE SUITE 010 | BALTIMORE | MD | 21211 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| PCS FOR PEOPLE | |||||||
| 2492 DOSWELL AVE | SAINT PAUL | MN | 551081519 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| PERSON TO PERSON | |||||||
| 1864 POST ROAD | DARIEN | CT | 06820 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| SAVE THE SOUND | |||||||
| 900 CHAPEL STREET SUITE 2202 | NEW HAVEN | CT | 06510 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| SHEPHERD'S CLINIC | |||||||
| 2800 KIRK AVENUE | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| SISTERS ACADEMY OF BALTIMORE | |||||||
| 139 FIRST AVENUE | BALTIMORE | MD | 21227 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,000 | |
| SOUTHWEST PARTNERSHIP | |||||||
| 1138 HOLLINS STREET | BALTIMORE | MD | 21223 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| ST AMBROSE HOUSING AID CENTER | |||||||
| 321 EAST 25TH STREET | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $4,000 | |
| ST VINCENT DE PAUL OF BALTIMORE | |||||||
| 2305 N CHARLES STREET SUITE 300 | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| TEACH FOR AMERICA | |||||||
| 2601 N HOWARD ST 300 | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| THE BLACKFOOT CHALLENGE INC | |||||||
| PO BOX 103 | OVANDO | MT | 59854 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $38,000 | |
| THE CONSERVATION FUND | |||||||
| 1655 NORTH FORT MYER DRIVE SUITE | ARLINGTON | MD | 22209 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $58,500 | 1300 |
| THE FAMILY TREE INC | |||||||
| 2108 N CHARLES ST | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| THE LOADING DOCK INC | |||||||
| 2 NORTH KRESSON ST | BALTIMORE | MD | 21224 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| THE SAMARITAN WOMEN | |||||||
| 602 SOUTH CHAPEL GATE LANE | BALTIMORE | MD | 21229 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| THREAD MENTORING | |||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| THRIIVE INC | |||||||
| PO BOX 5339 | KETCHUM | ID | 83340 | POF | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $55,000 | |
| TRASH FREE MARYLAND | |||||||
| 2001 BRYAN POINT ROAD | ACCOKEEK | MD | 20607 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $18,500 | |
| TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY ST SUITE 900 | SAN FRANCISCO | CA | 59935 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| UNITED WAY OF CENTRAL MARYLAND | |||||||
| 100 SOUTH CHARLES STREET | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| UNIVERSITY OF MARYLAND BALTIMORE COUNTY FOUNDATION | |||||||
| 1000 HILLTOP CIRCLE ADMINISTRATION | BALTIMORE | MD | 21250 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $300,000 | BUILDING |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC | |||||||
| 620 W LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $30,000 | |
| URBAN TEACHERS | |||||||
| 1500 UNION AVENUE SUITE 2200 | BALTIMORE | MD | 21211 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| WALTERS ART MUSEUM | |||||||
| 600 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $60,000 | |
| WASHINGTON COLLEGE | |||||||
| 300 WASHINGTON AVENUE | CHESTERSTOWN | MD | 21620 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250,000 | |
| WATERFRONT PARTNERSHIP OF BALTIMORE | |||||||
| 650 S EXETER ST | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| WILDERNESS SOCIETY | |||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| YAAK VALLEY FOREST COUNCIL | |||||||
| 265 RIVERVIEW DRIVE | TROY | MT | 59935 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $28,500 | |
| YELLOWSTONE TO YUKON CONSERVATION INITIATIVE | |||||||
| PO BOX 157 | BOZEMAN | MT | 59771 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| YWCA OF THE GREATER BALTO AREA INC | |||||||
| 4000 SOUTHWESTERN BLVD | BALTIMORE | MD | 21229 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,060,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $403,322 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| BUNTING FAMILY FOUNDATION TE K-1 | 14 | -$868,403 | ||
| PARTNERSHIP UBI INCOME REPORTED ON K-1 | 14 | 523000 | $169,309 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $169,309 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$232,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$63,128 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY W BUNTING CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 INTERNATIONAL CIRCLE | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,709,767 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| THRIIVE INC | ||||||||||
| PO BOX 5339 | KETCHUM | ID | 83340 | 2020-12-01 | $50,000 | TO SUPPORT THE CHARITABLE ACTIVITIES OF THE ORGANIZATION. ALL FUNDS WERE USED TO SUPPORT MAKING THRIIVECAPITAL PAY-IT-FORWARD LOANS TO DESERVING AND SOCIALLY RESPONSIBLE ENTREPRENEURS IN GUATEMALA, NICARAGUA, CAMBODIA, AND VIETNAM. | $50,000 | NO | 08/01/2021 | THE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE. |
| NORTHERN KENYA FUND | ||||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | 2020-12-01 | $73,500 | A GRANT WAS MADE TO NORTHERN KENYA FUND WHO IN TURN MADE A DONATION TO CHALBI SCHOLARS ORGANIZATION, A KENYAN SCHOLARSHIP FUND THAT PROVIDES SCHOLARSHIPS FOR SECONDARY AND UNIVERSITY EDUCATION TO HIGH ACHIEVING AND DESERVING STUDENTS EACH YEAR IN KENYA'S MARSABIT DISTRICT. | $73,500 | NO | 10/25/2021 | THE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE. |
| THRIIVE INC | ||||||||||
| PO BOX 5339 | KETCHUM | ID | 83340 | 2020-12-09 | $5,000 | TO SUPPORT THE CHARITABLE ACTIVITIES OF THE ORGANIZATION. ALL FUNDS WERE USED TO SUPPORT MAKING THRIIVECAPITAL PAY-IT-FORWARD LOANS TO DESERVING AND SOCIALLY RESPONSIBLE ENTREPRENEURS IN GUATEMALA, NICARAGUA, CAMBODIA, AND VIETNAM. | $5,000 | NO | 08/01/2021 | THE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE. |
| NORTHERN KENYA FUND | ||||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | 2020-12-09 | $5,000 | A GRANT WAS MADE TO NORTHERN KENYA FUND WHO IN TURN MADE A DONATION TO CHALBI SCHOLARS ORGANIZATION, A KENYAN SCHOLARSHIP FUND THAT PROVIDES SCHOLARSHIPS FOR SECONDARY AND UNIVERSITY EDUCATION TO HIGH ACHIEVING AND DESERVING STUDENTS EACH YEAR IN KENYA'S MARSABIT DISTRICT. | $5,000 | NO | 10/25/2021 | THE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE. |
| NORTHERN KENYA FUND | ||||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | 2020-12-09 | $5,000 | A GRANT WAS MADE TO NORTHERN KENYA FUND WHO IN TURN MADE A DONATION TO CHALBI SCHOLARS ORGANIZATION, A KENYAN SCHOLARSHIP FUND THAT PROVIDES SCHOLARSHIPS FOR SECONDARY AND UNIVERSITY EDUCATION TO HIGH ACHIEVING AND DESERVING STUDENTS EACH YEAR IN KENYA'S MARSABIT DISTRICT. | $5,000 | NO | 10/25/2021 | THE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUNTING FAMILY FOUNDATION TE LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $68,357,175 | BookValueAmt |
| EOYFMV | $124,010,032 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM K-1 - BUNTING FAMILY FOUNDATION TE LLC | $150,138 | $150,138 | $0 |
| DUES & LICENSES | $15,600 | $0 | $15,600 |
| BANK FEES | $45 | $0 | $45 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BUNTING FAMILY FOUNDATION TE K-1 | -$868,403 | -$868,403 | -$868,403 |
| PARTNERSHIP UBI INCOME REPORTED ON K-1 | $169,309 | $0 | $169,309 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $71 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KWIA MANAGEMENT FEES | CategoryTxt |
| Amt | $250,000 | Amt |
| Net Investment Income | $125,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PY FEDERAL EXCISE TAX LIABILITY | $174,198 | $0 | $0 |
| FOREIGN TAXES FROM K-1 - BUNTING FAMILY FOUNDATION TE LLC | $9,754 | $9,754 | $0 |
| PY STATE TAX LIABILITY | $15,679 | $0 | $0 |
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