BUNTING FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BUNTING FAMILY FOUNDATION INC (EIN 52-1724988)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349105077
- Schema version
- 2019v5.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:05:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 CIRCLE | 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 | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469301 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.69.174.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 14:01:51 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 16841977B7E8F4AAE38EE82D3E84396FABFEF7A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $106,340,253 | 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 | $4,705,057 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $458,573 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $457,713 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,968,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,227,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,968,221 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $364,792 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $172,803 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,496,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,598,737 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $266,186 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $141,186 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $223,835 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $223,835 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,382 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,382 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $693,849 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $667,255 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,070 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,269,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,050,472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $204,256 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,541,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,541,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,810,752 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,050,472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,745,756 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,685,891 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,548,265 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,060 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,776 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,253,807 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $62,117,625 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,039,926 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,297,477 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $63,373,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,082,702 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,340,253 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $100,493 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $105,312 | AccountsPayableEOYAmt |
| Grants Payable EOY | $18,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $100,493 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $123,812 | 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 | $61,957,719 | RetainedEarningBOYAmt |
| Retained Earning EOY | $72,643,610 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,272,999 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,958,890 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,373,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,082,702 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,272,999 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,685,891 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $73,958,890 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $73,958,890 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 | $365,517 | -$365,517 | -$365,517 | |
| FROM K-1 - BUNTING FAMILY FOUNDATION TE, LLC | P | $1,576,635 | $1,576,635 | $1,576,635 | |
| PUBLICLY TRADED SECURITIES | $1,894,187 | $9,754,348 | $9,754,348 | $11,648,535 | |
| CAPITAL GAINS DIVIDENDS | P | $2,755 | $2,755 | $2,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,968,221 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,832,335 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $78,633,882 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048736 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,720,869 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $73,101,230 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050900 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,023,549 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $54,087,781 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055901 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,772,612 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $54,100,806 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051249 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,352,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $52,215,467 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045055 | DistributionYr5Rt |
| Total Distribution | 0.251841 | TotalDistributionRt |
| Average Distribution | 0.050368 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $94,705,211 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,770,112 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $105,483 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,875,595 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,745,756 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $210,965 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $210,965 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $210,965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,054 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $81,054 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $129,911 | TaxDueAmt |
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 | $10,000 | $0 | $0 |
| MARC G BUNTING | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | DIRECTOR | 1.50 | $10,000 | $0 | $0 |
| CHRISTOPHER L BUNTING | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | PRESIDENT & CEO | 1.50 | $10,000 | $0 | $0 |
| MARY ELLEN KRANZLIN | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | DIRECTOR | 1.50 | $10,000 | $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 | $210,138 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $95,937,284 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,147,422 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $96,147,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,442,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,705,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,735,261 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,735,261 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $210,965 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $33,394 | IncomeTaxAmt |
| Total Tax | $244,359 | TotalTaxAmt |
| Distributable Before Adj | $4,490,902 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,490,902 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,490,902 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,745,756 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,745,756 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,745,756 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,490,902 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $91,943 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $383,218 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $88,073 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $563,234 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,745,756 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,490,902 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $254,854 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $818,088 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $818,088 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $91,943 | ExcessFromYear4Amt |
| Excess From Year3 | $383,218 | ExcessFromYear3Amt |
| Excess From Year2 | $88,073 | ExcessFromYear2Amt |
| Excess From Current Year | $254,854 | 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 (127 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 | GENERAL SUPPORT | $20,000 | |
| ALIANCA INTERNATIONAL | |||||||
| 120 BLACKBURN AVENUE | NASHVILLE | TN | 37205 | PC | GENERAL SUPPORT | $38,500 | |
| AMERICAN RED CROSS OF CENTRAL MARYLAND | |||||||
| 4800 MOUNT HOPE DRIVE | BALTIMORE | MD | 21215 | PC | GENERAL SUPPORT | $20,000 | |
| AMERICAN RIVERS | |||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $43,500 | |
| AMERICAN VISIONARY ARTS MUSEUM | |||||||
| 800 KEY HIGHWAY | BALTIMORE | MD | 21230 | PC | GENERAL SUPPORT | $15,000 | |
| AMERICARES FREE CLINICS | |||||||
| 88 HAMILTON AVENUE | STANFORD | CT | 06902 | PC | GENERAL SUPPORT | $38,500 | |
| ARTS EVERY DAY | |||||||
| 1800 NORTH CHARLES STREET 1800 | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $10,000 | |
| BALTIMORE CHESAPEAKE BAY OUTWARD BOUND SCHOOL INC | |||||||
| LEAKIN PARK -1900 EAGLE DRIVE | BALTIMORE | MD | 21207 | PC | GENERAL SUPPORT | $114,500 | |
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 11 E MOUNT ROYAL AVE 2ND FLOOR | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $55,000 | |
| BALTIMORE EDUCATION SCHOLARSHIP TRUST | |||||||
| 808 NORTH CHARLES STREET SUITE 200 | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $20,000 | C |
| BALTIMORE MUSEUM OF ART | |||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $145,000 | |
| BALTIMORE MUSEUM OF INDUSTRY | |||||||
| 1415 KEY HIGHWAY | BALTIMORE | MD | 21230 | PC | GENERAL SUPPORT | $5,000 | |
| BALTIMORE OFFICE OF PROMOTION & THE ARTS | |||||||
| 10 E BALTIMORE ST 10TH FLOOR | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $5,000 | |
| BALTIMORE SCHOOL FOR THE ARTS FOUNDATION | |||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $8,000 | |
| BALTIMORE STATION | |||||||
| 140 W WEST STREET 2ND FLOOR | BALTIMORE | MD | 12130 | PC | GENERAL SUPPORT | $3,000 | |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $126,000 | |
| BALTIMORE TREE TRUST | |||||||
| PO BOX 26202 | BALTIMORE | MD | 21210 | PC | GENERAL SUPPORT | $10,000 | |
| BENEDICTINE SISTERS OF BALTIMORE | |||||||
| 2229 WEST JOPPA ROAD | LUTHERVILLE | MD | 21093 | PC | GENERAL SUPPORT | $5,000 | |
| BIG BROTHERS BIG SISTERS & THE MD MENTORING PARTNER | |||||||
| 3600 CLIPPER MILL ROAD SUITE 250 | BALTIMORE | MD | 21211 | PC | GENERAL SUPPORT | $5,000 | |
| BLOOMBERG SCHOOL OF NEIGHBORHOOD LEADERSHIP PLEDGE | |||||||
| 615 N WOLFE STREET E2132 | BALTIMORE | MD | 21205 | PC | GENERAL SUPPORT | $100,000 | |
| BLUE WATER BALTIMORE | |||||||
| 3545 BELAIR RD | BALTIMORE | MD | 21213 | PC | GENERAL SUPPORT | $25,000 | |
| B'MORE CLUBHOUSE | |||||||
| 9 EAST FRANKLIN STREET | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $5,000 | |
| BRIDGEPORT HOSPITAL FOUNDATION | |||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | PC | GENERAL SUPPORT | $43,500 | |
| CARMELITE SISTERS OF BALTIMORE | |||||||
| 1318 DULANEY VALLEY ROAD | BALTIMORE | MD | 21286 | PC | GENERAL SUPPORT | $6,000 | |
| CASA OF BALTIMORE INC | |||||||
| 511 E BALTIMORE STREET | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $2,000 | |
| CASA OF BALTIMORE INC (COUNTY) | |||||||
| 305 W CHESAPEAKE AVE SUITE 117 | BALTIMORE | MD | 21204 | PC | GENERAL SUPPORT | $2,000 | |
| CATHOLIC CHARITIES - BALTIMORE | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $83,500 | |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $120,000 | |
| CENTER FOR LARGE LANDSCAPE CONSERVATION | |||||||
| 303 W MENDENHALL SUITE 4 | BOZEMAN | MT | 59715 | PC | GENERAL SUPPORT | $53,500 | |
| CENTER STAGE | |||||||
| 700 N CALVERT STREET | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $20,000 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | PC | GENERAL SUPPORT | $278,500 | |
| CHESAPEAKE CONSERVANCY | |||||||
| 716 GIDDINGS AVE | ANNAPOLIS | MD | 21403 | PC | GENERAL SUPPORT | $68,500 | |
| CHILDREN'S SCHOLARSHIP FUND BALTIMORE | |||||||
| 1000 ST PAUL STREET | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $15,000 | |
| CHRISTIAN APPALACHIAN PROJECT | |||||||
| 2610 PALUMBO DRIVE | LEXINGTON | KY | 40509 | PC | GENERAL SUPPORT | $18,500 | |
| CIVICS WORKS | |||||||
| 2701 ST LO DRIVE | BALTIMORE | MD | 21213 | PC | GENERAL SUPPORT | $127,000 | |
| COMMUNITY MEDIATION PROGRAM | |||||||
| 3333 GREENMOUNT AVENUE | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $5,000 | |
| CREATIVE ALLIANCE | |||||||
| 3134 EASTERN AVENUE | BALTIMORE | MD | 21224 | PC | GENERAL SUPPORT | $25,000 | |
| CREATIVE ALLIANCE - CENTER RENOVATIONS | |||||||
| 3134 EASTERN AVENUE | BALTIMORE | MD | 21224 | PC | GENERAL SUPPORT | $25,000 | |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | PC | GENERAL SUPPORT | $50,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $38,500 | |
| EARTHJUSTICE | |||||||
| 416 17TH STREET 6TH FLOOR | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $137,000 | |
| EAST NORWALK BLUE INC | |||||||
| 7 EDGEWATER PLACE | NORWALK | CT | 06852 | PC | GENERAL SUPPORT | $13,500 | |
| ENOCH PRATT FREE LIBRARY | |||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $5,000 | |
| ENVIRONMENTAL INTEGRITY PROJECT | |||||||
| 1000 VERMONT AVENUE NW SUITE 1100 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $25,000 | |
| EVERYMAN THEATRE | |||||||
| 1727 N CHARLES STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $10,000 | |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $33,500 | |
| FRANCISCAN CENTER | |||||||
| 101 WEST 23RD STREET | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $5,000 | |
| GILCHRIST HOSPICE CARE INC | |||||||
| 11311 MCCORMICK ROAD NO 350 | HUNT VALLEY | MD | 21031 | PC | GENERAL SUPPORT | $60,000 | |
| GLOBAL VISION 2020 | |||||||
| 12 NORTH WASHINGTON STREET SUITE | EASTON | MD | 21601 | PC | GENERAL SUPPORT | $23,500 | 200 |
| GOUCHER PRISON EDUCATION PARTNERSHIP | |||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | PC | GENERAL SUPPORT | $5,000 | |
| GREATER BALTIMORE CULTURAL ALLIANCE | |||||||
| 120 W NORTH AVENUE SUITE 305 | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $5,000 | |
| HABITAT FOR HUMANITY OF THE CHESAPEAKE | |||||||
| 3741 COMMERCE DRIVE SUITE 309 | BALTIMORE | MD | 21227 | PC | GENERAL SUPPORT | $20,000 | |
| HAMPDEN FAMILY CENTER | |||||||
| 800 WEST 36TH STREET | BALTIMORE | MD | 21211 | PC | GENERAL SUPPORT | $10,000 | |
| HEALTHCARE ACCESS MARYLAND | |||||||
| ONE NORTH CHARLES STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $25,000 | |
| HEALTHCARE FOR THE HOMELESS | |||||||
| 421 THE FALLSWAY | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $25,000 | |
| HEALTHY NEIGHBORHOODS | |||||||
| 2 E READ STREET | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $10,000 | |
| HIPPODROME FOUNDATION INC | |||||||
| 416 WEST BALTIMORE | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $30,000 | |
| HORIZON DAY CAMP BALTIMORE | |||||||
| 8 MARKET PLACE SUITE 331 | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $10,000 | |
| HOUSE OF RUTH MARYLAND | |||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $25,000 | |
| INDEPENDENT COLLEGE FUND OF MARYLAND | |||||||
| 3225 ELLERSLIE AVENUE SUITE C 160 | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $25,000 | |
| INNOVATION WORKS | |||||||
| TWO ALLEGHENY CENTER STE 100 - NOVA | PITTSBURGH | PA | 15212 | PC | GENERAL SUPPORT | $84,000 | TOWER 2 |
| INSTITUTE FOR ISLAMIC CHRISTIAN & JEWISH STUDIES | |||||||
| 956 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | PC | GENERAL SUPPORT | $13,000 | |
| INSTITUTE FOR MARINE AND ENVIRONMENTAL TECHNOLOGY | |||||||
| 701 E PRATT STREET | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $5,000 | |
| IRVINE NATURE CENTER | |||||||
| 11201 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | PC | GENERAL SUPPORT | $5,000 | |
| JOHNS HOPKINS HOSPITAL | |||||||
| 3400 NORTH CHARLES ST | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $80,000 | |
| KENNEDY KRIEGER INSTITUTE | |||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | PC | GENERAL SUPPORT | $10,000 | |
| LAND INSTITUTE | |||||||
| 2440 E WATER WELL RD | SALINA | KS | 67401 | PC | GENERAL SUPPORT | $33,500 | |
| LIFEBRIDGE HEALTH INC | |||||||
| 2401 WEST BELVEDERE AVENUE | BALTIMORE | MD | 21215 | PC | GENERAL SUPPORT | $10,000 | |
| LOYOLA UNIVERSITY OF MARYLAND - MESSINA PROGRAM | |||||||
| 4501 N CHARLES STREET | BALTIMORE | MD | 21210 | PC | GENERAL SUPPORT | $100,000 | |
| MANNA HOUSE | |||||||
| 435 EAST 25TH STREET | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $25,000 | |
| MARYLAND ART PLACE | |||||||
| 218 W SARATOGA STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $10,000 | |
| MARYLAND FILM FESTIVAL | |||||||
| 5 WEST NORTH AVENUE | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $100,000 | |
| MARYLAND FOOD BANK INC | |||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | PC | GENERAL SUPPORT | $35,000 | |
| MARYLAND HISTORICAL SOCIETY | |||||||
| 201 WEST MONUMENT STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $70,000 | |
| MARYLAND SCIENCE CENTER | |||||||
| 601 LIGHT STREET | BALTIMORE | MD | 21230 | PC | GENERAL SUPPORT | $10,000 | |
| MARYLAND ZOO IN BALTIMORE | |||||||
| 1876 MANSION HOUSE DRIVE DRUID HILL | BALTIMORE | MD | 21217 | PC | GENERAL SUPPORT | $5,000 | PARK |
| MISSION BLUE (SYIVIA EARLE ALLIANCE MISSION BLUE) | |||||||
| PO BOX 6882 | NAPA | CA | 94581 | PC | GENERAL SUPPORT | $20,000 | |
| MOSAIC COMMUNITY SERVICES INC | |||||||
| 1925 GREENSPRING DRIVE | TIMONIUM | MD | 21093 | PC | GENERAL SUPPORT | $10,000 | |
| MOVEABLE FEAST | |||||||
| 901 NORTH MILTON AVENUE | BALTIMORE | MD | 21205 | PC | GENERAL SUPPORT | $5,000 | |
| MY SISTERS CIRCLE (TIMONIUM) | |||||||
| PO BOX 84 | TIMONIUM | MD | 21094 | PC | GENERAL SUPPORT | $10,000 | |
| NAMI - METROPOLITAN BALTIMORE INC | |||||||
| 6600 YORK ROAD SUITE 204 | BALTIMORE | MD | 21212 | PC | GENERAL SUPPORT | $20,000 | |
| NATIONAL AQUARIUM IN BALTIMORE | |||||||
| PIER 3 501 EAST PRATT STREET | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $198,500 | |
| NATIONAL PARK TRUST INC | |||||||
| 401 E JEFFERSON STREET SUITE 207 | ROCKVILLE | MD | 20850 | PC | GENERAL SUPPORT | $10,000 | |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE | ARLINGTON | MD | 22203 | PC | GENERAL SUPPORT | $10,000 | |
| NEXT ONE UP FOUNDATION | |||||||
| PO BOX 22503 | BALTIMORE | MD | 21203 | PC | GENERAL SUPPORT | $18,500 | |
| NORTHERN ROCKIES CONSERVATION COOPERATIVE | |||||||
| 185 CENTER ST STE C/D | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $30,000 | |
| OBLATE SISTERS OF PROVIDENCE | |||||||
| 701 GUN ROAD | BALTIMORE | MD | 21227 | PC | GENERAL SUPPORT | $100,000 | |
| OPEN SOCIETY INSTITUTE - BALTIMORE | |||||||
| 201 NORTH CHARLES STREET SUITE 1300 | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $68,500 | |
| OPEN WORKS | |||||||
| 1400 GREENMOUNT AVENUE | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $5,000 | |
| PARKS & PEOPLE FOUNDATION | |||||||
| 800 WYMAN PARK DRIVE SUITE 010 | BALTIMORE | MD | 21211 | PC | GENERAL SUPPORT | $5,000 | |
| PORT DISCOVERY CHILDREN'S MUSEUM | |||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $20,000 | |
| SANTA'S HELPERS ANONYMOUS | |||||||
| 14411 COOPER ROAD | PHOENIX | AZ | 21231 | PC | GENERAL SUPPORT | $1,000 | |
| SHEPHERD'S CLINIC | |||||||
| 2800 KIRK AVENUE | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $15,000 | |
| SINGLE CARROT THEATRE INC | |||||||
| 2600 N HOWARD STREET | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $1,000 | |
| SISTERS ACADEMY OF BALTIMORE | |||||||
| 139 FIRST AVENUE | BALTIMORE | MD | 21227 | PC | GENERAL SUPPORT | $6,000 | |
| SOUNDKEEPER | |||||||
| PO BOX 4058 | NORWALK | CT | 06855 | PC | GENERAL SUPPORT | $48,500 | |
| SOUTHWEST PARTNERSHIP | |||||||
| 1138 HOLLINS STREET | BALTIMORE | MD | 21223 | PC | GENERAL SUPPORT | $5,000 | |
| ST ELIZABETH SCHOOL FOUNDATION INC | |||||||
| 801 ARGONNE DRIVE | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $10,000 | |
| ST AMBROSE HOUSING AID CENTER | |||||||
| 321 EAST 25TH STREET | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $4,000 | |
| ST VINCENT DE PAUL OF BALTIMORE | |||||||
| 2305 N CHARLES STREET SUITE 300 | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $15,000 | |
| TEACH FOR AMERICA | |||||||
| 2601 N HOWARD ST 300 | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $10,000 | |
| THE BLACKFOOT CHALLENGE INC | |||||||
| PO BOX 103 | OVANDO | MT | 59854 | PC | GENERAL SUPPORT | $38,000 | |
| THE CONSERVATION FUND | |||||||
| 1655 NORTH FORT MYER DRIVE SUITE | ARLINGTON | MD | 22209 | PC | GENERAL SUPPORT | $58,500 | 1300 |
| THE FAMILY TREE INC | |||||||
| 2108 N CHARLES ST | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $1,500 | |
| THE JOEL GAMBLE FOUNDATION INC | |||||||
| 108 W SARATOGA STREET UNIT 3 | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $2,000 | |
| THE LOADING DOCK INC | |||||||
| 2 NORTH KRESSON ST | BALTIMORE | MD | 21224 | PC | GENERAL SUPPORT | $1,000 | |
| THE OCEAN CONSERVANCY | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $33,500 | |
| THE SAMARITAN WOMEN | |||||||
| 602 SOUTH CHAPEL GATE LANE | BALTIMORE | MD | 21229 | PC | GENERAL SUPPORT | $10,000 | |
| THREAD MENTORING | |||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | PC | GENERAL SUPPORT | $10,000 | |
| TRASH FREE MARYLAND | |||||||
| 2001 BRYAN POINT ROAD | ACCOKEEK | MD | 20607 | PC | GENERAL SUPPORT | $18,500 | |
| TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY ST SUITE 900 | SAN FRANCISCO | CA | 59935 | PC | GENERAL SUPPORT | $43,500 | |
| UNITED WAY OF CENTRAL MARYLAND | |||||||
| 100 SOUTH CHARLES STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $10,000 | |
| UNIVERSITY OF BALTIMORE FOUNDATION INC | |||||||
| 1420 N CHARLES STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $50,000 | |
| UNIVERSITY OF MARYLAND BALTIMORE COUNTY FOUNDATION | |||||||
| 1000 HILLTOP CIRCLE ADMINISTRATION | BALTIMORE | MD | 21250 | PC | GENERAL SUPPORT | $150,000 | BUILDING |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC | |||||||
| 620 W LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $30,000 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 4603 CALVERT ROAD | COLLEGE PARK | MD | 20740 | PC | GENERAL SUPPORT | $5,000 | |
| URBAN TEACHERS | |||||||
| 1500 UNION AVENUE SUITE 2200 | BALTIMORE | MD | 21211 | PC | GENERAL SUPPORT | $25,000 | |
| WALTERS ART MUSEUM | |||||||
| 600 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $40,000 | |
| WASHINGTON COLLEGE | |||||||
| 300 WASHINGTON AVENUE | CHESTERSTOWN | MD | 21620 | PC | GENERAL SUPPORT | $150,000 | |
| WATERFRONT PARTNERSHIP OF BALTIMORE | |||||||
| 650 S EXETER ST | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $20,000 | |
| WILDERNESS SOCIETY | |||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $58,500 | |
| YAAK VALLEY FOREST COUNCIL | |||||||
| 265 RIVERVIEW DRIVE | TROY | MT | 59935 | PC | GENERAL SUPPORT | $28,500 | |
| YELLOWSTONE TO YUKON CONSERVATION INITIATIVE | |||||||
| PO BOX 157 | BOZEMAN | MT | 59771 | PC | GENERAL SUPPORT | $38,500 | |
| YOUNG AUDIENCES OF MARYLAND | |||||||
| 2600 NORTH HOWARD STREET SUITE 1300 | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $10,000 | |
| YWCA OF THE GREATER BALTO AREA INC | |||||||
| 4000 SOUTHWESTERN BLVD | BALTIMORE | MD | 21229 | PC | GENERAL SUPPORT | $50,000 | |
| NORTHERN KENYA FUND | |||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | PF | GENERAL SUPPORT | $73,500 | |
| THRIIVE INC | |||||||
| PO BOX 5339 | KETCHUM | ID | 83340 | POF | GENERAL SUPPORT | $43,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,541,500 | 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 | $458,573 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $191,989 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,968,221 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $191,989 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,599,597 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,791,586 | 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 | $4,705,057 | 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 (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| YUKON CONSERVATION SOCIETY | |||||||||||||||
| 302 HAWKINS STREET | WHITEHORSE | YUKON | CA | Y1A 1X6 | 2016-12-07 | $20,000 | FUNDING FOR THE YUKON CONSERVATION SOCIETY'S ENERGY PROGRAM WHICH FOCUSES ON PREVENTING FRACTURING IN WILDERNESS AREAS AND PROMOTING LOW IMPACT RENEWABLE ENERGY SOURCES IN THE TERRITORY. THE YUKON CONSERVATION SOCIETY ENERGY PROGRAM IS LINKED TO ITS CAMPAIGN TO PROTECT THE PEEL WATERSHED. | $20,000 | NO | 09/12/2017 | THE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE. | ||||
| YUKON CONSERVATION SOCIETY | |||||||||||||||
| 302 HAWKINS STREET | WHITEHORSE | YUKON | CA | Y1A 1X6 | 2017-12-19 | $20,000 | FUNDING FOR THE YUKON CONSERVATION SOCIETY'S ENERGY PROGRAM (90%) AND WILDLIFE AND HABITAT PROGRAM (10%), WHICH IS LINKED TO ITS CAMPAIGN TO PROTECT THE PEEL WATERSHED. | $20,000 | NO | 07/23/2018 | THE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE. | ||||
| THRIIVE INC | |||||||||||||||
| 2019-11-18 | $43,500 | 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. | $43,500 | NO | 08/01/2020 | THE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE. | PO BOX 5339 | KETCHUM | ID | 83340 | |||||
| NORTHERN KENYA FUND | |||||||||||||||
| 2019-12-18 | $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 | 10/13/2020 | THE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE. | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | |||||
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 | $74,039,926 | BookValueAmt |
| EOYFMV | $106,297,477 | 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 | $670,779 | $667,255 | $0 |
| DUES & LICENSES | $18,250 | $0 | $18,250 |
| PHILANTROPY WORKSHOP | $4,820 | $0 | $4,820 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1 BUNTING FAMILY FOUNDATION TE LLC | Desc |
| Revenue And Expenses Per Books | $364,792 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $172,803 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $364,792 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KWIA MANAGEMENT FEES | $250,000 | $125,000 | $125,000 |
| CONSULTING | $16,186 | $0 | $16,186 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX LIABILITY | $11,000 | $0 | $0 |
| FROM K-1 - BUNTING FAMILY FOUNDATION TE LLC | $34,382 | $34,382 | $0 |
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