BUNTING FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BUNTING FAMILY FOUNDATION INC (EIN 52-1724988)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2020-10-22
- IRS object ID
- 202042969349100104
- Schema version
- 2018v3.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- 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 | 2020-10-22T11:55:40-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2020-10-22 | 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 | 2020-10-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.134.152.85 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-22 | IPDt |
| IP Tm | 06:46:18 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B100BE3E4D25DECE1056C9635E99C820B8C3B3E9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $84,662,594 | 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 | $4,700,347 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $510,126 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $508,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,849,736 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,131 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $371,159 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $312,561 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,643,763 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $882,821 | 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 | $200,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $56,890 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $56,890 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $107,751 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $51,751 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $403,998 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $389,648 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,180 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $808,639 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $598,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $150,180 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,685,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,685,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,493,639 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $598,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,835,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,150,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $284,532 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $515,109 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,060 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,060 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,253,807 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,253,807 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $61,708,259 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,117,625 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $83,406,727 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $62,223,368 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,373,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,662,594 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $100,493 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $100,493 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $100,493 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100,493 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $60,807,595 | RetainedEarningBOYAmt |
| Retained Earning EOY | $61,957,719 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,122,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,272,999 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,223,368 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,373,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,122,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,150,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $63,272,999 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,272,999 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| FROM K-1 - BUNTING FAMILY FOUNDATION TE, LLC | P | 2018-01-01 | 2018-12-31 | $1,787,605 | -$1,787,605 | -$1,787,605 | |
| FROM K-1 - BUNTING FAMILY FOUNDATION TE, LLC | P | 2018-01-01 | 2018-12-31 | $1,849,734 | $1,849,734 | $1,849,734 | |
| CAPITAL GAINS DIVIDENDS | P | $2 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,131 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,720,869 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $73,101,230 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050900 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,023,549 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $54,087,781 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055901 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,772,612 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $54,100,806 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051249 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,352,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $52,215,467 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045055 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,611,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $45,090,707 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035739 | DistributionYr5Rt |
| Total Distribution | 0.238844 | TotalDistributionRt |
| Average Distribution | 0.047769 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $78,633,882 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,756,262 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,845 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,759,107 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,835,180 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,845 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,845 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76,899 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $76,899 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $74,054 | OverpaymentAmt |
| Applied To ES Tax | $74,054 | 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 | $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 | $200,000 | 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 | $499,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $79,332,337 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,831,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,831,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,197,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,633,882 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,931,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,931,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,845 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $9,264 | IncomeTaxAmt |
| Total Tax | $12,109 | TotalTaxAmt |
| Distributable Before Adj | $3,919,585 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,919,585 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,919,585 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,835,180 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,835,180 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,845 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,832,335 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,919,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $176,348 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $383,218 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $88,073 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $647,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,835,180 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,835,180 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $84,405 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $84,405 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $563,234 | 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 | $563,234 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $91,943 | ExcessFromYear3Amt |
| Excess From Year2 | $383,218 | ExcessFromYear2Amt |
| Excess From Year1 | $88,073 | ExcessFromYear1Amt |
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 (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF CENTRAL MARYLAND | |||||||||||
| 4800 MOUNT HOPE DRIVE | BALTIMORE | MD | 21215 | PC | GENERAL SUPPORT | $40,000 | |||||
| AMERICAN RIVERS | |||||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $35,000 | |||||
| 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 | $30,000 | |||||
| ARTS EVERY DAY | |||||||||||
| 1800 NORTH CHARLES STREET 1800 | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $10,000 | |||||
| B'MORE CLUBHOUSE | |||||||||||
| 9 EAST FRANKLIN STREET | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $5,000 | |||||
| BALTIMORE CHESAPEAKE BAY OUTWARD BOUND CENTER | |||||||||||
| LEAKIN PARK -1900 EAGLE DRIVE | BALTIMORE | MD | 21207 | PC | GENERAL SUPPORT | $26,000 | |||||
| BALTIMORE COMMUNITY FOUNDATION | |||||||||||
| 2 EAST READ STREET 9TH 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 | $21,000 | |||||
| BALTIMORE MUSEUM OF INDUSTRY | |||||||||||
| 1415 KEY HIGHWAY | BALTIMORE | MD | 21230 | 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 | $121,000 | |||||
| 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 | |||||
| BLUE WATER BALTIMORE | |||||||||||
| 3545 BELAIR RD | BALTIMORE | MD | 21213 | PC | GENERAL SUPPORT | $25,000 | |||||
| BRIDGEPORT HOSPITAL FOUNDATION | |||||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | PC | GENERAL SUPPORT | $40,000 | |||||
| CATHOLIC CHARITIES - BALTIMORE | |||||||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $70,000 | |||||
| CATHOLIC RELIEF SERVICES | |||||||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $30,000 | |||||
| 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 | |||||
| CENTER FOR LARGE LANDSCAPE CONSERVATION | |||||||||||
| 303 W MENDENHALL SUITE 4 | BOZEMAN | MT | 59715 | PC | GENERAL SUPPORT | $50,000 | |||||
| CENTER STAGE | |||||||||||
| 700 N CALVERT STREET | BALTIMORE | MD | 21202 | PC | GENERAL SUPPORT | $15,000 | |||||
| CHESAPEAKE BAY FOUNDATION | |||||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | PC | GENERAL SUPPORT | $273,000 | |||||
| CHESAPEAKE CONSERVANCY | |||||||||||
| 716 GIDDINGS AVE | ANNAPOLIS | MD | 21403 | PC | GENERAL SUPPORT | $65,000 | |||||
| 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 | $15,000 | |||||
| CIVICS WORKS | |||||||||||
| 2701 ST LO DRIVE | BALTIMORE | MD | 21213 | PC | GENERAL SUPPORT | $80,000 | |||||
| COMMUNITY MEDIATION PROGRAM | |||||||||||
| 3333 GREENMOUNT AVENUE | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $5,000 | |||||
| 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 | $35,000 | |||||
| EARTHJUSTICE | |||||||||||
| 416 17TH STREET 6TH FLOOR | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $161,000 | |||||
| EAST NORWALK BLUE INC | |||||||||||
| 7 EDGEWATER PLACE | NORWALK | CT | 06852 | PC | GENERAL SUPPORT | $10,000 | |||||
| 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 | $30,000 | |||||
| FRANCISAN CENTER | |||||||||||
| 101 WEST 23RD STREET | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $5,000 | |||||
| FRANCISCAN FRIARS - OUR LADY OF ANGELS PROVINCE - CARROLLTON HALL | |||||||||||
| 12280 FOLLY QUARTER ROAD | ELLICOTT CITY | MD | 21042 | PC | GENERAL SUPPORT | $25,000 | |||||
| FRIENDS OF ALIANCA DA TERRA | |||||||||||
| 5711 OLD HARDING ROAD STE 6 | NASHVILLE | TN | 37205 | PC | GENERAL SUPPORT | $30,000 | |||||
| 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 | $20,000 | |||||
| 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 | |||||
| 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 UNIVERSITY - NEIGHBORHOOD LEADERSHIP PROGRAM | |||||||||||
| 615 N WOLFE STREET | BALTIMORE | MD | 21205 | PC | GENERAL SUPPORT | $100,000 | |||||
| KENNEDY KRIEGER INSTITUTE | |||||||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | PC | GENERAL SUPPORT | $60,000 | |||||
| LOYOLA UNIVERSITY OF MARYLAND - MESSINA PROGRAM | |||||||||||
| 4501 N CHARLES STREET | BALTIMORE | MD | 21210 | PC | GENERAL SUPPORT | $100,000 | |||||
| MARYLAND ART PLACE | |||||||||||
| 218 W SARATOGA STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $15,000 | |||||
| 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 | $10,000 | |||||
| MARYLAND INSTITUTE COLLEGE OF ART | |||||||||||
| 1300 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | PC | GENERAL SUPPORT | $3,000 | |||||
| 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 | $55,000 | PARK | ||||
| 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 | |||||
| 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 | $195,000 | |||||
| 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 | VA | 22203 | PC | GENERAL SUPPORT | $10,000 | |||||
| NEXT ONE UP FOUNDATION | |||||||||||
| PO BOX 22503 | BALTIMORE | MD | 21203 | PC | GENERAL SUPPORT | $15,000 | |||||
| NORTHERN ROCKIES CONSERVATION COOPERATIVE | |||||||||||
| 185 CENTER ST STE C/D | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $30,000 | |||||
| OPEN SOCIETY INSTITUTE - BALTIMORE | |||||||||||
| 201 NORTH CHARLES STREET SUITE 1300 | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $60,000 | |||||
| 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 | MD | 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 | |||||
| SISTERS CIRCLE INC | |||||||||||
| PO BOX 84 | TIMONIUM | MD | 21094 | PC | GENERAL SUPPORT | $10,000 | |||||
| SOUNDKEEPER | |||||||||||
| PO BOX 4058 | NORWALK | CT | 06855 | PC | GENERAL SUPPORT | $35,000 | |||||
| SOUTHWEST PARTNERSHIP | |||||||||||
| 1138 HOLLINS STREET | BALTIMORE | MD | 21223 | PC | GENERAL SUPPORT | $5,000 | |||||
| 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 | $20,000 | |||||
| TEACH FOR AMERICA | |||||||||||
| 2601 N HOWARD ST 300 | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $10,000 | |||||
| THE CONSERVATION FUND | |||||||||||
| 1655 NORTH FORT MYER DRIVE SUITE | ARLINGTON | VA | 22209 | PC | GENERAL SUPPORT | $45,000 | 1300 | ||||
| THE LAND INSTITUTE | |||||||||||
| 2440 EWATER WELL ROAD | SALINA | KS | 67401 | PC | GENERAL SUPPORT | $20,000 | |||||
| THE LOADING DOCK INC | |||||||||||
| 2 N 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 | $30,000 | |||||
| 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 | |||||||||||
| 3002 LAUREL AVENUE | CHEVERLY | MD | 20785 | PC | GENERAL SUPPORT | $15,000 | |||||
| TRUST FOR PUBLIC LAND | |||||||||||
| 101 MONTGOMERY ST SUITE 900 | SAN FRANCISCO | CA | 59935 | PC | GENERAL SUPPORT | $40,000 | |||||
| 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 FOUNDATION INC | |||||||||||
| 620 W LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $30,000 | |||||
| UNIVERSITY OF MARYLAND BALTIMORE COUNTY FOUNDATION | |||||||||||
| 1000 HILLTOP CIRCLE ADMINISTRATION | BALTIMORE | MD | 21250 | PC | GENERAL SUPPORT | $150,000 | BUILDING | ||||
| UNIVERSITY OF MARYLAND CENTER FOR ENVIRONMENTAL SCIENCE FOUNDATION | |||||||||||
| 3300 METZEROTT ROAD | ADELPHI | MD | 20783 | PC | GENERAL SUPPORT | $20,000 | |||||
| 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 | |||||
| WILDERNESS SOCIETY | |||||||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $35,000 | |||||
| YAAK VALLEY FOREST COUNCIL | |||||||||||
| 265 RIVERVIEW DRIVE | TROY | MT | 59935 | PC | GENERAL SUPPORT | $25,000 | |||||
| YELLOWSTONE TO YUKON CONSERVATION INITIATIVE | |||||||||||
| PO BOX 157 | BOZEMAN | MT | 59771 | PC | GENERAL SUPPORT | $35,000 | |||||
| YOUNG AUDIENCES OF MARYLAND | |||||||||||
| 2600 NORTH HOWARD STREET SUITE 1300 | BALTIMORE | MD | 21218 | PC | GENERAL SUPPORT | $10,000 | |||||
| YWCA OF ANNAPOLIS AND ANNE ARUNDEL COUNTY | |||||||||||
| 1517 RITCHIE HWY 201 | ARNOLD | MD | 21012 | PC | GENERAL SUPPORT | $50,000 | |||||
| NORTHERN KENYA FUND | |||||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | PF | GENERAL SUPPORT | $60,000 | |||||
| THRIIVE INC | |||||||||||
| PO BOX 5339 | KETCHUM | ID | 83340 | POF | GENERAL SUPPORT | $39,000 | |||||
| YUKON CONSERVATION | |||||||||||
| NC | GENERAL SUPPORT | $30,000 | 302 HAWKINS ST WHITEHORSE | YUKON | CA | Y1A1X6 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,685,000 | 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 | $510,126 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $58,598 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $312,561 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,131 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $58,598 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $884,818 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $943,416 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DOROTHY W BUNTING CHARITABLE TRUST | |||||||
| 1 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $3,446,540 | Yes (X) | |
| DOROTHY W BUNTING CHARITABLE TRUST | |||||||
| 2 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $300,000 | Yes (X) | |
| DOROTHY W BUNTING CHARITABLE TRUST | |||||||
| 3 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $728,807 | Yes (X) | |
| DOROTHY W BUNTING CHARITABLE TRUST | |||||||
| 4 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $225,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | QUANTIFIND PRIVATE CORPORATE STOCK. | $300,000 | 2018-12-31 |
| 3 | HIRED C PRIVATE CORPORATE STOCK. | $728,807 | 2018-12-31 |
| 4 | CASPER C PRIVATE CORPORATE STOCK. | $225,000 | 2018-12-31 |
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 (8 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN KENYA FUND | |||||||||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | 2018-12-03 | $60,000 | 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. | $60,000 | NO | 10/30/19 | THE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE. | |||||
| NORTHERN KENYA FUND | |||||||||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | 2017-12-20 | $57,000 | 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. | $57,000 | NO | 10/30/18 | THE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE. | |||||
| YUKON CONSERVATION SOCIETY | |||||||||||||||
| 2016-12-07 | $20,000 | FUNDING FOR THE YUKON CONSERVATION SOCIETY'S ENERGY PROGRAM, WHICH IS LINKED TO ITS CAMPAIGN TO PROTECT THE PEEL WATERSHED. | NO | A REPORT HAS NOT YET BEEN RECEIVED AS THIS IS AN ONGOING PROGRAM. | 302 HAWKINS STREET | WHITEHORSE | YUKON | CA | Y1A 1X6 | ||||||
| THRIIVE INC | |||||||||||||||
| PO BOX 5339 | KETCHUM | ID | 83340 | 2017-10-04 | $35,000 | TO SUPPORT THE CHARITABLE ACTIVITIES OF THE ORGANIZATION. | $35,000 | YES | 8/30/19 | THERE WAS A DIVERSION OF THE GRANT FUNDS FROM THEIR INTENDED PURPOSE. THE GRANTEE ORGANIZATION IS TAKING ALL APPROPRIATE STEPS TO PREVENT THIS FROM HAPPENING IN THE FUTURE. | |||||
| THRIIVE INC | |||||||||||||||
| PO BOX 5339 | KETCHUM | ID | 83340 | 2017-12-19 | $3,000 | TO SUPPORT THE CHARITABLE ACTIVITIES OF THE ORGANIZATION. | $3,000 | YES | 8/30/19 | THERE WAS A DIVERSION OF THE GRANT FUNDS FROM THEIR INTENDED PURPOSE. THE GRANTEE ORGANIZATION IS TAKING ALL APPROPRIATE STEPS TO PREVENT THIS FROM HAPPENING IN THE FUTURE. | |||||
| YUKON CONSERVATION SOCIETY | |||||||||||||||
| 2017-12-19 | $20,000 | FUNDING FOR THE YUKON CONSERVATION SOCIETY'S ENERGY PROGRAM, WHICH IS LINKED TO ITS CAMPAIGN TO PROTECT THE PEEL WATERSHED. | NO | A REPORT HAS NOT YET BEEN RECEIVED AS THIS IS AN ONGOING PROGRAM. | 302 HAWKINS STREET | WHITEHORSE | YUKON | CA | Y1A 1X6 | ||||||
| THRIIVE INC | |||||||||||||||
| PO BOX 5339 | KETCHUM | ID | 83340 | 2018-10-15 | $39,000 | TO SUPPORT THE CHARITABLE ACTIVITIES OF THE ORGANIZATION. | $39,000 | YES | 8/30/19 | THERE WAS A DIVERSION OF THE GRANT FUNDS FROM THEIR INTENDED PURPOSE. THE GRANTEE ORGANIZATION IS TAKING ALL APPROPRIATE STEPS TO PREVENT THIS FROM HAPPENING IN THE FUTURE. | |||||
| YUKON CONSERVATION SOCIETY | |||||||||||||||
| 2018-12-05 | $30,000 | FUNDING FOR THE YUKON CONSERVATION SOCIETY'S ENERGY PROGRAM, WHICH IS LINKED TO ITS CAMPAIGN TO PROTECT THE PEEL WATERSHED. | $30,000 | NO | 3/5/19 | THE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE. | 302 HAWKINS STREET | WHITEHORSE | YUKON | CA | Y1A 1X6 | ||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN | IdentifierTxt |
| Form And Line Reference | FORM 990PF | FormAndLineReferenceDesc |
| Medium Explanation | THE FORM 990-PF IS BEING AMENDED FOR THE FOLLOWING REASONS:1) TO REPORT STOCK CONTRIBUTIONS THAT WERE INADVERTENTLY LEFT OFF THE ORIGINALLY FILED FORM 990-PF. 2) TO REPORT ESTIMATED TAX PAYMENTS ON FORM 990-PF THAT WERE INADVERTENTLY APPLIED TO FORM 990-T. CHANGES HAVE BEEN MADE TO PART I, LINE 1, PART II, LINES 10B AND 13, PART VI, LINES 6A, 7, 10, AND 11, AND SCHEDULE B. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HIRED C | $728,807 | $728,807 |
| CASPER C | $225,000 | $225,000 |
| QUANTIFIND | $300,000 | $300,000 |
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 | $62,117,625 | BookValueAmt |
| EOYFMV | $83,406,727 | 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 | $389,648 | $389,648 | $0 |
| FROM K-1 - BUNTING FAMILY FOUNDATION TE LLC - NONDEDUCTIBLE EXPENSES | $4,170 | $0 | $0 |
| DUES & LICENSES | $10,180 | $0 | $10,180 |
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 | $371,159 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $312,561 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $371,159 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KWIA MANAGEMENT FEES | CategoryTxt |
| Amt | $200,000 | Amt |
| Net Investment Income | $100,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX LIABILITY | $56,000 | $0 | $0 |
| FROM K-1 - BUNTING FAMILY FOUNDATION TE LLC | $51,751 | $51,751 | $0 |
Comments