MARY CATHERINE BUNTING FUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARY CATHERINE BUNTING FUNDATION (EIN 52-2106057)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349105403
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:08:51-06:00 | 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 | 522106057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY CATHERINE BUNTING FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O KNOLLWOOD INVESTMENT ADVISORY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | 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 | 210301332 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY CATHERINE BUNTING | PersonNm |
| Person Title | CHAIRMAN/DIRECTOR | PersonTitleTxt |
| Phone | 4435412447 | PhoneNum |
| Signature | 2020-11-11 | 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 | 2020-11-11 | 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 | 2020-11-11 | IPDt |
| IP Tm | 09:32:52 | 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 | $33,834,139 | 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 | $2,236,957 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $198,881 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $198,409 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $641,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $641,431 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $641,431 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $165,265 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $98,236 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,242,534 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $938,076 | 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 | $100,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $55,157 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $55,157 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,391 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,391 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $183,342 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $183,229 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $364,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $297,777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $385,165 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $385,165 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $750,055 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $297,777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $435,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,492,479 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $640,299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,212 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,369 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,369 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $388,355 | CorporateStockBOYAmt |
| Corporate Stock EOY | $864 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,394 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $18,040,667 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,994,159 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,822,376 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,511,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,999,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,834,139 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,457 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,457 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $18,502,777 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,990,935 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,511,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,999,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,511,234 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,999,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,511,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,492,479 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,003,713 | SubtotalAmt |
| Other Decreases | $4,321 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,999,392 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FROM K-1 - MCB FOUNDATION TE, LLC | P | 2019-12-31 | $626,496 | $626,496 | $626,496 |
| FROM K-1 - MCB FOUNDATION TE, LLC | P | 2019-12-31 | $14,935 | $14,935 | $14,935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $641,431 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $779,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,057,327 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040903 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $739,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,526,940 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047627 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $637,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,430,568 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051285 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $587,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,012,633 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053348 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,053,659 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,840,902 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097193 | DistributionYr5Rt |
| Total Distribution | 0.290356 | TotalDistributionRt |
| Average Distribution | 0.058071 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,348,112 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,936,558 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,403 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,942,961 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $435,165 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,806 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,806 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,806 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,786 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,786 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,980 | OverpaymentAmt |
| Applied To ES Tax | $1,980 | 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 | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARY CATHERINE BUNTING | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | CHAIRMAN/DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER L BUNTING | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GERALDINE FIALKOWSKI | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JACK BOVAIRD | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARC G BUNTING | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | DIRECTOR | 1.00 | $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 | $100,000 | 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 | $3,633 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,942 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,822,376 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,855,951 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,855,951 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $507,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,348,112 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,667,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,667,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,806 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $11,545 | IncomeTaxAmt |
| Total Tax | $24,351 | TotalTaxAmt |
| Distributable Before Adj | $1,643,055 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,643,055 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,643,055 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $435,165 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $435,165 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $435,165 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,643,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $460,596 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,868 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,231 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $514,695 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $435,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $435,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $514,695 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $514,695 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $693,195 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY CATHERINE BUNTING | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF CENTRAL MARYLAND | |||||||
| 4800 MT HOPE DR | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $40,000 |
| MERCY INTERNATIONAL ASSOCIATION | |||||||
| 22039 NORTH GEYER ROAD | ST LOUIS | MO | 63131 | NONE | PC | GENERAL SUPPORT | $100,000 |
| ST VINCENT DE PAUL CHURCH | |||||||
| 2305 N CHARLES ST | BALTIMORE | MD | 21218 | NONE | PC | GENERAL SUPPORT | $150,000 |
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 11 EAST MOUNT ROYAL AVE 2ND FLOOR | BALTIMORE | MD | 21202 | NONE | PC | GENERAL SUPPORT | $95,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $385,165 | 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 | $198,881 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $67,029 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,236 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $641,431 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $67,029 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $938,548 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,005,577 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARY CATHERINE BUNTING 2012 CHARITABLE TRUST | ||||||
| 1 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $2,055,199 | Yes (X) |
| MARY CATHERINE BUNTING 2015 CHARITABLE TRUST | ||||||
| 2 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $181,758 | Yes (X) |
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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANT OF STOCK TO BALTIMORE COMMUNITY FOUNDATION | IdentifierTxt |
| Form And Line Reference | 990PF, PART I, LINE 25 | FormAndLineReferenceDesc |
| Medium Explanation | DESCRIPTION OF CONTRIBUTED PROPERTY - 2,845 SHARES OF UNIVERSAL FST STOCKBOOK VALUE OF CONTRIBUTED PROPERTY - $15,857METHOD USED TO DETERMINE BOOK VALUE - COSTMETHOD USED TO DETERMINE FAIR MARKET VALUE - APPRECIATED VALUEDATE OF GIFT - 6/07/19 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UNIVERSAL FST PRODS INC | StockNm |
| EOY Book Value | $864 | EOYBookValueAmt |
| EOYFMV | $7,394 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MCB FOUNDATION TE LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $20,994,159 | BookValueAmt |
| EOYFMV | $33,822,376 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE ON UNIVERSAL STOCK DISTRIBUTED FROM MCB FOUNDATION TE | Desc |
| Amt | $4,321 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM K-1 - MCB FOUNDATION TE | $183,229 | $183,229 | $0 |
| FROM K-1 - MCB FOUNDATION TE - NONDEDUCTIBLE EXPENSES | $113 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1 - MCB FOUNDATION TE | Desc |
| Revenue And Expenses Per Books | $165,265 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $98,236 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $165,265 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KWIA MANAGEMENT FEES | CategoryTxt |
| Amt | $100,000 | Amt |
| Net Investment Income | $50,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM K-1 - MCB FOUNDATION TAX EXEMPT | $9,391 | $9,391 | $0 |
| US TREASURY - 2018 EXTENSION PAYMENTS | $15,000 | $0 | $0 |
| MARYLAND COMPTROLLER | $2,000 | $0 | $0 |
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