MARY CATHERINE BUNTING FUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARY CATHERINE BUNTING FUNDATION (EIN 52-2106057)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201333189349100328
- Schema version
- 2012v2.1
- 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
- Investments Corp Stock Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T09:50:24-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251467156 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERSON & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 GRANT STREET SUITE 2100 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522106057 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY CATHERINE BUNTING FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | INC C/O BUNTING MANAGEMENT GROUP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARY | NameControl |
| Phone | 4435412447 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 INTERNATIONAL CIRCLE | AddressLine1 |
| City | HUNT VALLEY | City |
| State | MD | State |
| ZIP Code | 21030 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY CATHERINE BUNTING | Name |
| Title | CHAIRMAN/DIRECTOR | Title |
| Phone | 4435412447 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL M COMSTOCK | Name |
| PTIN | P00474378 | PTIN |
| Phone | 4122812025 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8627994 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 48076 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 52613 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 52651 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1338804 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5854791 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1338804 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1439493 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1391455 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 0 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 450000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 450000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 450000 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 450000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 989493 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1391455 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4674156 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5647054 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5647054 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2604044 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2706163 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2980940 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 7278200 | TotalAssetsBOY |
| Total Assets EOY | 8353217 | TotalAssetsEOY |
| Total Assets EOYFMV | 8627994 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 8457 | CapitalStockBOY |
| Capital Stock EOY | 8457 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 7269743 | RetainedEarningsBOY |
| Retained Earnings EOY | 8344760 | RetainedEarningsEOY |
| Total Net Assets BOY | 7278200 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8353217 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7278200 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8353217 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7278200 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 989493 | ExcessOfRevenueOverExpenses |
| Other Increases | 85524 | OtherIncreases |
| Subtotal | 8353217 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8353217 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| 199.96 SHS MFO ROWE T PRICE U S TREAS FDS INC | P | 2012-08-17 | 200 | 200 | 0 | 0 | |
| 272.23 SHS MFO ROWE T PRICE U S TREAS FDS INC | P | 2012-08-17 | 272 | 272 | 0 | 0 | |
| 400,000.00 SHS MFO ROWE T PRICE U S TREAS FDS INC | P | 2012-08-15 | 400000 | 400000 | 0 | 0 | 2008-05-19 |
| 4,113,096.25 SHS MFO ROWE T PRICE U S TREAS FDS INC | P | 2012-08-17 | 4113096 | 4113096 | 0 | 0 | |
| 767.03 SHS PROCTER & GAMBLE CO | P | 2012-09-18 | 53152 | 96 | 53056 | 53056 | 1950-01-01 |
| 18,587.97 SHS PROCTER & GAMBLE CO | P | 2012-09-18 | 1288071 | 2323 | 1285748 | 1285748 | 1950-01-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1338804 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 479451 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8877542 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054007 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 464546 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8925153 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052049 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 483598 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8299873 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058266 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 398656 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7993354 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049873 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 410951 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8642513 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047550 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.261745 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052349 | AverageDistributionRatio |
| Net Noncharitable Assets | 8549105 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 447537 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 13915 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 461452 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 450000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 27829 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 27829 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 27829 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4997 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 24000 | TaxPaidWithExtension |
| Total Credits And Payments | 28997 | TotalCreditsAndPayments |
| Overpayment | 1168 | Overpayment |
| Amount Credited To Next Year | 1168 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | BUNTING MANAGEMENT GROUP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4435412447 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 INTERNATIONAL CIRCLE | AddressLine1 |
| City | HUNT VALLEY | City |
| State | MD | State |
| ZIP Code | 21030 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARY CATHERINE BUNTING | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | CHAIRMAN/DIRECTOR | 1.00 | 0 | 0 | 0 |
| ELEANOR SMITH | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | SECRETARY/TREASURER/DIR. | 1.00 | 0 | 0 | 0 |
| CHRISTOPHER L BUNTING | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| GERALDINE FIAKOWSKI | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| KEVIN D IRWIN | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3750926 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4928368 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8679294 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8679294 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 130189 | CashDeemedCharitable |
| Net Noncharitable Assets | 8549105 | NetNoncharitableAssets |
| Minimum Investment Return | 427455 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 427455 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 27829 | TaxBasedOnInvestmentIncome |
| Total Tax | 27829 | TotalTax |
| Distributable Amount Before Adj | 399626 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 399626 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 399626 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 450000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 450000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 450000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 399626 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 1676 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 79408 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 19196 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 36672 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 136952 | TotalExcessDistriCarryover |
| Qualifying Distributions | 450000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 399626 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 50374 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 187326 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 187326 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1676 | ExcessFromYear4 |
| Excess From Year3 | 79408 | ExcessFromYear3 |
| Excess From Year2 | 19196 | ExcessFromYear2 |
| Excess From Year1 | 36672 | ExcessFromYear1 |
| Excess From Current Year | 50374 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY CATHERINE BUNTING | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| MARYLAND FOOD BANK | ||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | 509(A)(1) | GENERAL | $30,000 |
| AMERICAN RED CROSS OF CENTRAL MARYLAND | ||||||
| 4800 MT HOPE DR | BALTIMORE | MD | 21215 | 509(A)(1) | GENERAL | $40,000 |
| CARE USA | ||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | 509(A)(1) | GENERAL | $40,000 |
| CATHOLIC RELIEF SERVICES INC | ||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | 509(A)(1) | GENERAL | $100,000 |
| LITTLE SISTERS OF THE POOR | ||||||
| 601 MAIDEN CHOICE LANE | BALTIMORE | MD | 21228 | 509(A)(1) | GENERAL | $200,000 |
| UNITED STATES FUND FOR UNICEF | ||||||
| 125 MAIDEN LANE 10TH FLOOR | NEW YORK | NY | 10038 | 509(A)(1) | GENERAL | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 450000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $52,613 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,338,804 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,391,417 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1391417 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | MARY CATHERINE BUNTING 2012 CHARITA | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | 28076 | X |
| 2 | ESTATE OF CHARLES P RIZZO | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | 20000 | X |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 35,635.67 DOMINI SOCIAL INDEX FUND | 1242308 | 1173839 |
| 66,633.51 NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND | 1463855 | 1807101 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO COST BASIS | Description |
| Amount | $85,524 | Amount |
Comments