MARY CATHERINE BUNTING FUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARY CATHERINE BUNTING FUNDATION (EIN 52-2106057)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202523099349101917
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- 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 | 2025-11-05T11:38:24-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 9801 WASHINGTONIAN BLVD STE 500 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | JACK BOVIARD | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4435412447 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 3012963600 | PhoneNum |
| Preparation | 2025-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $172,097,673 | 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 | $8,432,758 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,434,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,434,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,924,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,646,595 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,924,476 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $174,914 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $147,894 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,966,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,506,828 | 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 | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,579 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $874,313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $874,313 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,029,894 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $924,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,504,706 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,504,706 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,534,600 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $924,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,554,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,432,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,582,513 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,276 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,646,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,646,822 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $124,046,647 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $124,852,676 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $164,450,851 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $124,051,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,499,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $172,097,673 | 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 | $124,043,466 | RetainedEarningBOYAmt |
| Retained Earning EOY | $132,491,041 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $124,051,923 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,499,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $124,051,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,499,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $124,051,923 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,432,006 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $136,483,929 | SubtotalAmt |
| Other Decreases | $3,984,431 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $132,499,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FROM K-1 - MCB FOUNDATION TE, LLC | P | -$93,732 | -$93,732 | ||
| FROM K-1 - MCB FOUNDATION TE, LLC | P | $3,649,814 | $3,649,814 | ||
| PUBLICLY TRADED SECURITIES | $7,368,394 | $7,368,394 | $7,646,595 | $278,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,924,476 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $160,997 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $160,997 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $160,997 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $137,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $137,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2,945 | EsPenaltyAmt |
| Tax Due | $26,442 | 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 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| KEVIN D IRWIN JR | ||||||||
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $176,818 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $722,563 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $155,970,604 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $156,869,985 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $156,869,985 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,353,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $154,516,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,725,847 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,725,847 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $160,997 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,717 | IncomeTaxAmt |
| Total Tax | $162,714 | TotalTaxAmt |
| Distributable Before Adj | $7,563,133 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,563,133 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,563,133 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,554,706 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,554,706 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,563,133 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $211,284 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,554,706 | QualifyingDistributionsAmt |
| Applied To Year1 | $211,284 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,343,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $219,711 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALI FORNEY CENTER | |||||||
| 307 WEST 38TH STREET 2ND FLOOR | NEW YORK | NY | 10018 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| AMERICAN RED CROSS | |||||||
| 4700 MT HOPE DRIVE | BALTIMORE | MD | 21215 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $40,605 | |
| AMNESTY INTERNATIONAL USA | |||||||
| 311 W 43RD STREET 7TH FLOOR | NEW YORK | NY | 10036 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| ARAMINTA FREEDOM INITIATIVE | |||||||
| 2530 N CHARLES ST STE 201 | BALTIMORE | MD | 212184642 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| B-360 | |||||||
| PO BOX 67052 | BALTIMORE | MD | 212150006 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 2 EAST READ ST 9TH FLOOR | BALTIMORE | MD | 21298 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $132,500 | |
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 2 EAST READ ST 9TH FLOOR | BALTIMORE | MD | 21298 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $105,240 | |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 212015556 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $199,688 | |
| BENEDICTINE SISTERS OF BALTIMORE | |||||||
| 2229 W JOPPA ROAD | LUTHERVILLE | MD | 210934601 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| BRIGHT BEGINNINGS | |||||||
| 3418 4TH STREET SE | WASHINGTON | DC | 20032 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| BRIGID ALLIANCE | |||||||
| PO BOX 58 PLANETARIUM STATION | NEW YORK | NY | 10024 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $22,000 | |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| CARMELITE SISTERS OF BALTIMORE | |||||||
| 1318 DULANEY VALLEY RD | BALTIMORE | MD | 212861308 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $206,000 | |
| CASA OF BALTIMORE COUNTY INC | |||||||
| 102 W PENNSYLVANIA AVE | TOWSON | MD | 212044526 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| CATHOLIC CHARITIES OF BALTIMORE | |||||||
| 320 CATHEDRAL ST 3RD FLOOR | BALTIMORE | MD | 21201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $750,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 17090 | BALTIMORE | MD | 212970303 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,667 | |
| CATHOLIC UNIVERSITY OF AMERICA | |||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $125,631 | |
| CENTRAL BALTIMORE PARTNERSHIP | |||||||
| 25 E 20TH STREET | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $200,000 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $55,000 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $45,865 | |
| CHESAPEAKE BAY OUTWARD BOUND SCHOOL | |||||||
| 1900 EAGLE DR | BALTIMORE | MD | 212077353 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $60,000 | |
| CHESAPEAKE CONSERVANCY | |||||||
| 716 GIDDINGS AVE | ANNAPOLIS | MD | 21403 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $270,000 | |
| CIVIC WORKS | |||||||
| 2701 ST LO DRIVE | BALTIMORE | MD | 21213 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| CONSERVATION FUND | |||||||
| 1655 NORTH FORT MYER DRIVE SUITE | ARLINGTON | VA | 22209 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $101,018 | 1300 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,509 | |
| DISTRICT ALLIANCE FOR SAFE HOUSING | |||||||
| PO BOX 91730 | WASHINGTON | DC | 20090 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| DRINK AT THE WELL | |||||||
| 4710 PENNINGTON AVENUE | BALTIMORE | MD | 21226 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $13,000 | |
| FAMILY TREE | |||||||
| 3805 MARSHALL STREET | WHEATRIDGE | CO | 800335069 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| FRANCISCAN CENTER INC | |||||||
| 101 WEST 23RD STREET | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| FRANCISCAN CENTER INC | |||||||
| 101 WEST 23RD STREET | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,509 | |
| GOVANS ECUMENICAL DEVELOPMENT CORPORATION (GEDCO) | |||||||
| 1010 EAST 33RD STREET | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $122,500 | |
| GREENLIGHT FUND | |||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| HEALTH CARE FOR THE HOMELESS INC | |||||||
| 421 FALLSWAY | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| HEALTHCARE ACCESS MARYLAND INC | |||||||
| 201 EAST BALTIMORE STREET SUITE | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | 1200 |
| HEALTHY NEIGHBORHOODS | |||||||
| 11 EAST MT ROYAL AVE SUITE 302 | BALTIMORE | MD | 212022714 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| HISTORIC EAST BALTIMORE COMMUNITY ACTION COALITION | |||||||
| 1212 N WOLFE ST | BALTIMORE | MD | 212133303 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION | |||||||
| 2000 P ST NW STE 310 | WASHINGTON | DC | 20036 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| HOMELESS PERSONS REPRESENTATION PROJECT | |||||||
| 1201 WILLS ST STE 330 | BALTIMORE | MD | 212313912 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| HORIZON DAY CAMP BALTIMORE | |||||||
| 8 MARKET PLACE SUITE 331 | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| HOUSE OF RUTH MARYLAND | |||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| IGNATIAN SOLIDARITY NETWORK | |||||||
| 1 JOHN CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $125,000 | |
| INSTITUTE FOR ISLAMIC CHRISTIAN AND JEWISH STUDIES | |||||||
| 956 DULANEY VALLEY RD | BALTIMORE | MD | 212042633 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $258,000 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| LAMBDA LEGAL DEFENSE AND EDUCATION | |||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 10005 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $27,000 | |
| LOUISIANA BUCKET BRIGADE | |||||||
| 4731 CANAL ST | NEW ORLEANS | LA | 701195809 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $18,000 | |
| LOYOLA SCHOOL | |||||||
| 801 ST PAUL STREET | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $150,000 | |
| LOYOLA UNIVERSITY OF MARYLAND | |||||||
| 4501 NORTH CHARLES STREET | BALTIMORE | MD | 21210 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,851 | |
| MERCY CORPS | |||||||
| 45 SW ANKENY STREET | PORTLAND | OR | 97204 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $30,909 | |
| MERCY HEALTH FOUNDATION | |||||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $981,432 | |
| MERCY HEALTH FOUNDATION | |||||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $101,701 | |
| MOSAIC COMMUNITY SERVICES | |||||||
| 1925 GREENSPRING DRIVE | TIMONIUM | MD | 210934128 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| MOVEABLE FEAST | |||||||
| 901 N MILTON AVE | BALTIMORE | MD | 21205 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS METROPOLITAN BALTIMORE | |||||||
| 5210 YORK RD | BALTIMORE | MD | 21212 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS PRINCE GEORGE'S COUNTY | |||||||
| 10201 MARTIN LUTHER KING JR HWY | BOWIE | MD | 20720 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | SUITE 240B OFFICE C |
| NEXT ONE UP | |||||||
| PO BOX 22503 | BALTIMORE | MD | 212034503 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $31,000 | |
| NORTHERN KENYA FUND | |||||||
| 217 INTERNATIONAL CIR | HUNT VALLEY | MD | 21030 | PF | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $160,000 | |
| OAKCREST SCHOOL | |||||||
| 1619 CROWELL ROAD | VIENNA | VA | 22182 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $106,686 | |
| ONE LOVE FOUNDATION | |||||||
| PO BOX 69589 | BALTIMORE | MD | 212649589 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| OPEN WORKS | |||||||
| 1400 GREENMOUNT AVE | BALTIMORE | MD | 212023921 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| PARKS & PEOPLE | |||||||
| 2100 LIBERTY HEIGHTS AVE | BALTIMORE | MD | 212172072 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| ROLAND PARK COMMUNITY FOUNDATION | |||||||
| PO BOX 16214 | BALTIMORE | MD | 21210 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $104,484 | |
| SAFE HOUSE PROJECT | |||||||
| 107 S WEST STREET | ALEXANDRIA | VA | 22314 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $34,000 | |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| 5 COMMERCE RD UNIT 3489 | NEWTOWN | CT | 064707058 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| SHALEM INSTITUTE | |||||||
| 1226 VERMONT AVE NW | WASHINGTON | DC | 200053615 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| SHARE FOUNDATION EL SALVADOR | |||||||
| 2425 COLLEGE AVENUE | BERKELEY | CA | 94704 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $240,000 | |
| SHARE FOUNDATION EL SALVADOR | |||||||
| 2425 COLLEGE AVENUE | BERKELEY | CA | 94704 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $74,282 | |
| SISTERS OF MERCY OF THE AMERICAS | |||||||
| 8403 COLESVILLE ROAD SUITE 400 | SILVER SPRING | MD | 20910 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $75,000 | |
| SISTERS OF ST FRANCIS OF ASSISI | |||||||
| 3221 S LAKE DRIVE | ST FRANCIS | WI | 53235 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $150,000 | |
| SISTERS OF ST FRANCIS OF ASSISI - AISLING RETREAT HOUSE | |||||||
| 4800 HOFFMANVILLE ROAD | MANCHESTER | MD | 21102 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| SO KIDS SOAR | |||||||
| 8484 GEORGIA AVE SUITE 300 | SILVER SPRING | MD | 20910 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $12,500 | |
| SOUTHWEST PARTNERSHIP | |||||||
| 1317 W BALTIMORE ST | BALTIMORE | MD | 212232402 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| ST AMBROSE HOUSING AID CENTER | |||||||
| 321 E 25TH ST | BALTIMORE | MD | 212185303 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $4,000 | |
| ST FRANCES ACADEMY | |||||||
| 501 EAST CHASE STREET | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| ST FRANCES ACADEMY | |||||||
| 501 EAST CHASE STREET | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $86,162 | |
| ST MARY'S SEMINARY & UNIVERSITY | |||||||
| 5400 ROLAND AVENUE | BALTIMORE | MD | 21210 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $193,467 | |
| ST VINCENT DE PAUL | |||||||
| 120 NORTH FRONT STREET | BALTIMORE | MD | 21202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $435,000 | |
| THREAD MENTORING | |||||||
| 2401 LIBERTY HEIGHTS AVENUE NO 27 | BALTIMORE | MD | 212158019 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| TO WRITE LOVE ON HER ARMS | |||||||
| PO BOX 2203 | MELBOURNE | FL | 32902 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $16,000 | |
| UNITED WAY OF CENTRAL MARYLAND | |||||||
| 1800 WASHINGTON BLVD STE 340 | BALTIMORE | MD | 212301732 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION | |||||||
| 220 ARCH ST | BALTIMORE | MD | 212011531 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $105,000 | |
| WATER - WOMEN'S ALLIANCE FOR THEOLOGY ETHICS & RITUAL | |||||||
| 8121 GEORGIA AVE SUITE 310 | SILVER SPRING | MD | 20910 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| WELL FOR THE JOURNEY | |||||||
| 120 W SEMINARY AVE | LUTHERVILLE | MD | 210935523 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| WHAT IF FOUNDATION | |||||||
| 1569 SOLANO AVE 192 | BERKELEY | CA | 94707 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| WITNESS TO MASS INCARCERATION | |||||||
| 111 W 71ST ST APT 4H | NEW YORK | NY | 100233813 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $21,500 | |
| WOMEN'S EDUCATION ALLIANCE | |||||||
| 308 W JOPPA ROAD | TOWSON | MD | 21204 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| YMCA OF CENTRAL MARYLAND | |||||||
| 303 W CHESAPEAKE AVE | BALTIMORE | MD | 212044406 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,504,706 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,434,458 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,924,476 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OTHER INCOME FROM PARTNERSHIP PASSTHROUGH | 14 | $147,894 | ||
| PARTNERSHIP UBI INCOME REPORTED | 14 | 900001 | $14,964 | |
| MISCELLANEOUS INCOME | 01 | $12,056 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $14,964 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,518,884 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,533,848 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MARY CATHERINE BUNTING | |||||||
| 1 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $6,084,836 | Yes (X) | |
| MARY CATHERINE BUNTING 2012 CHARITABLE TRUST | |||||||
| 2 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $2,055,199 | Yes (X) | |
| MARY CATHERINE BUNTING 2015 CHARITABLE TRUST | |||||||
| 3 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $292,723 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,327 SHS AMPHENOL CORP, 17,000 SHS OF COPART INC, 24,954 SHS OF MICROCHIP TECHNOLOGY INC, 825 SHS | NoncashPropertyDesc |
| Fair Market Value | $6,084,836 | FairMarketValueAmt |
| Received | 2024-12-26 | ReceivedDt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN KENYA FUND | ||||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | 2024-08-05 | $50,000 | A GRANT WAS MADE TO NORTHERN KENYA FUND WHO USED IT TO SUPPORT THE NKF SCHOLARSHIP FUND FOR THE 2024 KENYA SCHOOL YEAR. | $50,000 | NONE | 4/2/25 | THE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE. |
| NORTHERN KENYA FUND | ||||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | 2024-12-04 | $110,000 | A GRANT WAS MADE TO NORTHERN KENYA FUND WHO USED IT TO SUPPORT THE NKF SCHOLARSHIP FUND FOR THE 2024 KENYA SCHOOL YEAR. | $110,000 | NONE | 4/2/25 | THE FUNDS EXPENDED BY THE ORGANIZATION WERE USED FOR THEIR INTENDED PURPOSE. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MCB FOUNDATION TE LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $124,852,676 | BookValueAmt |
| EOYFMV | $164,450,851 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT FOR DONATED SECURITIES | Desc |
| Amt | $3,984,431 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1 - MCB FOUNDATION TE | Desc |
| Revenue And Expenses Per Books | $874,313 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $874,313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM PARTNERSHIP PASSTHROUGH | $147,894 | $147,894 | $147,894 |
| PARTNERSHIP UBI INCOME REPORTED | $14,964 | $14,964 | |
| MISCELLANEOUS INCOME | $12,056 | $12,056 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES PAID | CategoryTxt |
| Amt | $55,579 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments