BHA AUTOMOBILE MUSEUM INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BHA AUTOMOBILE MUSEUM INC (EIN 52-2199161)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213199349100611
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- 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 | 2022-11-14T23:57:38-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522199161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BHA AUTOMOBILE MUSEUM INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O KNOLLWOOD INVESTMENT ADVISORY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BHAA | 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 | KEVIN D IRWIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4435412447 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | IRWIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | PhoneNum |
| Preparation | 2022-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,347,917 | 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 | $6,142,168 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $997 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $997 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$235,032 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,871,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $341 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $557,151 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $556,699 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $557,151 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,465,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $557,706 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $558,499 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $61,177 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $61,177 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $131,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $81,097 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5,946 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,946 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,909 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $88,687 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $18,670 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,670 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37,500 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $37,500 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,973 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,326 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $47,647 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $397,959 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $251,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $797,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $651,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,667,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $499,434 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $558,499 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,095 | CashBOYAmt |
| Cash EOY | $129,972 | CashEOYAmt |
| Cash EOYFMV | $129,972 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,507,585 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,395,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,395,740 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $400 | GrantsReceivableBOYAmt |
| Corporate Stock BOY | $68,600 | CorporateStockBOYAmt |
| Corporate Stock EOY | $68,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $450,662 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,403,462 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,846,064 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,315,578 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,158,068 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $762,113 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,474,250 | LandBOYAmt |
| Land EOY | $2,395,955 | LandEOYAmt |
| Land EOYFMV | $2,395,955 | LandEOYFMVAmt |
| Other Assets BOY | $23,019,060 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,388,812 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,660,010 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,558,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,225,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,347,917 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $29,558,452 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,225,065 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,558,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,225,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,558,452 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,225,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,558,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,667,335 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,225,787 | SubtotalAmt |
| Other Decreases | $722 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,225,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| BHA AUTO MUSEUM TE - FROM K-1 | P | $341 | $341 | $341 | |||
| BHA AUTO MUSEUM TE - FROM K-1 | P | $117,740 | $117,740 | $117,740 | |||
| 2019 CHEVY CORVETTE | P | $139,000 | $5,217 | $5,217 | 2019-01-16 | 2021-04-18 | $133,783 |
| 1968 LAMBORGHINI 400GT | P | $164,000 | -$101,483 | -$101,483 | 2017-03-09 | 2021-01-22 | $265,483 |
| 1988 PORSCHE 959 | P | $1,850,000 | -$76,585 | -$76,585 | 2015-07-08 | 2021-05-19 | $1,926,585 |
| 2015 PORSCHE BOXSTER 918 | P | $1,070,000 | $153,177 | $153,177 | 2014-12-04 | 2021-06-04 | $916,823 |
| 1965 CITROEN DS 21 | P | $105,000 | -$56,429 | -$56,429 | 2020-08-14 | 2021-11-02 | $161,429 |
| 1970 MASERATI GHIBLI | P | $200,000 | -$142,271 | -$142,271 | 2016-01-28 | 2021-11-02 | $342,271 |
| 1963 LANCIA FLAMINIA ZAGATO | P | $225,000 | -$134,739 | -$134,739 | 2015-02-06 | 2021-11-02 | $359,739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$235,032 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $341 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,942 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,942 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,942 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,112 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,112 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,170 | OverpaymentAmt |
| Applied To ES Tax | $21,170 | 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 | Yes (1) | 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 |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KNOLLWOOD INVESTMENT ADVISORY | IndividualWithBooksNm |
| Phone | 4435412447 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 INTERNATIONAL CIRCLE | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 | CHAIRMAN/DIRECTOR | 0.00 | $0 | $0 | $0 |
| KEVIN D IRWIN | ||||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | SECRETARY/TREASURER/DIRECT | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TUCKER WATSON | PersonNm |
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) |
|---|---|---|
| Title | CURATOR/MECHANIC | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $61,177 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNOLLWOOD INVESTMENT ADVISORY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 INTERNATIONAL CIRCLE | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROFESSIONAL SERVICES | ServiceTypeTxt |
| Compensation | $100,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION OPERATES AN ANTIQUE AND CLASSIC CAR MUSEUM FOR THE PUBLIC. | Description1Txt |
| Expenses1 | $251,000 | 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 | $405,890 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,707,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,315,578 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,428,770 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,428,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,432 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,287,338 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $464,367 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $651,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $932,578 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,583,578 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $464,367 | CurrentYearAmt |
| Year1 | $1,872 | Year1Amt |
| Year2 | $68,076 | Year2Amt |
| Year3 | $26,897 | Year3Amt |
| Total | $561,212 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $394,712 | CurrentYearAmt |
| Year1 | $1,591 | Year1Amt |
| Year2 | $57,865 | Year2Amt |
| Year3 | $22,862 | Year3Amt |
| Total | $477,030 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,583,578 | CurrentYearAmt |
| Year1 | $2,795,629 | Year1Amt |
| Year2 | $4,208,285 | Year2Amt |
| Year3 | $2,433,562 | Year3Amt |
| Total | $11,021,054 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $400,000 | CurrentYearAmt |
| Year1 | $400,000 | Year1Amt |
| Year2 | $400,002 | Year2Amt |
| Year3 | $500,000 | Year3Amt |
| Total | $1,700,002 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,183,578 | CurrentYearAmt |
| Year1 | $2,395,629 | Year1Amt |
| Year2 | $3,808,283 | Year2Amt |
| Year3 | $1,933,562 | Year3Amt |
| Total | $9,321,052 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $40,347,917 | CurrentYearAmt |
| Year1 | $36,661,543 | Year1Amt |
| Year2 | $34,523,841 | Year2Amt |
| Year3 | $29,799,706 | Year3Amt |
| Total | $141,333,007 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $30,788,109 | CurrentYearAmt |
| Year1 | $30,324,837 | Year1Amt |
| Year2 | $28,551,104 | Year2Amt |
| Year3 | $26,529,662 | Year3Amt |
| Total | $116,193,712 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE L BUNTING JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INSTITUTE FOR ISLAMIC CHRISTIAN AND JEWISH STUDIES | |||||||
| 956 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $150,000 |
| JOHNS HOPKINS UNIVERSITY - BERMAN INSTITUTE OF BIOETHICS | |||||||
| 1801 ASHLAND AVENUE | BALTIMORE | MD | 21205 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $150,000 |
| LOYOLA HIGH SCHOOL BLAKEFIELD | |||||||
| PO BOX 6819 | TOWSON | MD | 212856819 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $997 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$235,032 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OTHER INCOME FROM BHA AUTOMOBILE MUSEUM TE LLC K-1 | 14 | $556,699 | ||
| PARTNERSHIP UBI INCOME REPORTED ON K-1 | 14 | 900001 | $222 | |
| FEDERAL INCOME TAX REFUND | 01 | $230 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $222 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $322,904 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $323,126 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GEORGE L BUNTING | |||||||
| 1 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $4,979,412 | Yes (X) | Yes (X) |
| GLB 2015 CLAT | |||||||
| 2 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $1,162,756 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,901 SHARES MICROSOFT STOCK | NoncashPropertyDesc |
| Fair Market Value | $979,412 | FairMarketValueAmt |
| Received | 2021-12-31 | ReceivedDt |
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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (31 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| 2017 FORD F250 XLT TRUCK | 2016-12-06 | $50,034 | $20,014 | SL | 5.000000000000 | $9,173 | $0 | $0 |
| FURNITURE | 2004-11-18 | $6,533 | $3,266 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2004-09-01 | $1,200,632 | $501,539 | SL | 39.000000000000 | $30,785 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2005-01-07 | $74,036 | $30,289 | SL | 39.000000000000 | $1,898 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2005-11-30 | $2,440 | $953 | SL | 39.000000000000 | $63 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2006-04-13 | $1,350 | $515 | SL | 39.000000000000 | $35 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2006-10-23 | $960 | $355 | SL | 39.000000000000 | $25 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2006-01-11 | $2,310 | $883 | SL | 39.000000000000 | $59 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2010-10-27 | $14,122 | $3,695 | SL | 39.000000000000 | $362 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2014-11-25 | $21,569 | $3,387 | SL | 39.000000000000 | $553 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2014-12-22 | $15,866 | $2,459 | SL | 39.000000000000 | $407 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2015-11-23 | $97,870 | $12,859 | SL | 39.000000000000 | $2,509 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - SECURITY SYSTEM | 2015-02-10 | $4,477 | $675 | SL | 39.000000000000 | $115 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - PIPE REPAIRS | 2015-02-24 | $4,596 | $693 | SL | 39.000000000000 | $118 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-03-09 | $8,897 | $1,321 | SL | 39.000000000000 | $228 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-03-25 | $9,540 | $1,419 | SL | 39.000000000000 | $245 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-04-06 | $3,565 | $520 | SL | 39.000000000000 | $91 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-04-10 | $1,954 | $285 | SL | 39.000000000000 | $50 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-04-30 | $8,912 | $1,307 | SL | 39.000000000000 | $229 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - GUTTERS/DOWNSPOUTS WORK | 2015-05-18 | $23,048 | $3,324 | SL | 39.000000000000 | $591 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - GARAGE EXTERIOR REPAIRS | 2016-07-01 | $414,272 | $47,357 | SL | 39.000000000000 | $10,622 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - ROOFING & GUTTERS | 2016-10-10 | $8,253 | $892 | SL | 39.000000000000 | $212 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2016-10-26 | $58,818 | $6,346 | SL | 39.000000000000 | $1,508 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - ELECTRICAL WORK | 2016-12-01 | $4,502 | $465 | SL | 39.000000000000 | $115 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - ROOFING | 2017-03-28 | $25,000 | $2,430 | SL | 39.000000000000 | $641 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2017-04-10 | $13,609 | $1,294 | SL | 39.000000000000 | $349 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - MUSEUM FLOOR | 2019-07-04 | $18,651 | $697 | SL | 39.000000000000 | $478 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - AGRICULTURAL POLE BUILDING | 2019-12-11 | $486,333 | $12,990 | SL | 39.000000000000 | $12,470 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - AGRICULTURAL POLE BUILDING | 2020-06-30 | $529,879 | $7,359 | SL | 39.000000000000 | $13,587 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - PAINTING | 2020-05-05 | $35,648 | $571 | SL | 39.000000000000 | $914 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - INSTALL AND WIRE 5 CAR LIFTS | 2021-01-25 | $10,392 | SL | 39.000000000000 | $255 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BERKSHIRE HATHAWAY INC. CLASS A | StockNm |
| EOY Book Value | $68,600 | EOYBookValueAmt |
| EOYFMV | $450,662 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BHA AUTOMOBILE MUSEUM TE LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,846,064 | BookValueAmt |
| EOYFMV | $6,315,578 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 2017 FORD F250 XLT TRUCK | $50,034 | $29,187 | $20,847 |
| FURNITURE | $6,533 | $6,533 | $0 |
| LEASEHOLD IMPROVEMENTS | $1,200,632 | $532,324 | $668,308 |
| LEASEHOLD IMPROVEMENTS | $74,036 | $32,187 | $41,849 |
| LEASEHOLD IMPROVEMENTS | $2,440 | $1,016 | $1,424 |
| LEASEHOLD IMPROVEMENTS | $1,350 | $550 | $800 |
| LEASEHOLD IMPROVEMENTS | $960 | $380 | $580 |
| LEASEHOLD IMPROVEMENTS | $2,310 | $942 | $1,368 |
| LEASEHOLD IMPROVEMENTS | $14,122 | $4,057 | $10,065 |
| LEASEHOLD IMPROVEMENTS | $21,569 | $3,940 | $17,629 |
| LEASEHOLD IMPROVEMENTS | $15,866 | $2,866 | $13,000 |
| LEASEHOLD IMPROVEMENTS | $97,870 | $15,368 | $82,502 |
| LEASEHOLD IMPROVEMENT - SECURITY SYSTEM | $4,477 | $790 | $3,687 |
| LEASEHOLD IMPROVEMENT - PIPE REPAIRS | $4,596 | $811 | $3,785 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $8,897 | $1,549 | $7,348 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $9,540 | $1,664 | $7,876 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $3,565 | $611 | $2,954 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $1,954 | $335 | $1,619 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $8,912 | $1,536 | $7,376 |
| LEASEHOLD IMPROVEMENT - GUTTERS/DOWNSPOUTS WORK | $23,048 | $3,915 | $19,133 |
| LEASEHOLD IMPROVEMENT - GARAGE EXTERIOR REPAIRS | $414,272 | $57,979 | $356,293 |
| LEASEHOLD IMPROVEMENT - ROOFING & GUTTERS | $8,253 | $1,104 | $7,149 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $58,818 | $7,854 | $50,964 |
| LEASEHOLD IMPROVEMENT - ELECTRICAL WORK | $4,502 | $580 | $3,922 |
| LEASEHOLD IMPROVEMENT - ROOFING | $25,000 | $3,071 | $21,929 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $13,609 | $1,643 | $11,966 |
| LEASEHOLD IMPROVEMENT - MUSEUM FLOOR | $18,651 | $1,175 | $17,476 |
| LEASEHOLD IMPROVEMENT - AGRICULTURAL POLE BUILDING | $486,333 | $25,460 | $460,873 |
| LEASEHOLD IMPROVEMENT - AGRICULTURAL POLE BUILDING | $529,879 | $20,946 | $508,933 |
| LEASEHOLD IMPROVEMENT - PAINTING | $35,648 | $1,485 | $34,163 |
| LEASEHOLD IMPROVEMENT - INSTALL AND WIRE 5 CAR LIFTS | $10,392 | $255 | $10,137 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VINTAGE AUTOMOBILES | $20,013,981 | $16,932,937 | $23,204,135 |
| ARTWORK | $5,575 | $5,575 | $5,575 |
| VEHICLE DEPOSITS | $2,999,504 | $4,450,300 | $4,450,300 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $722 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTO REPAIR & MAINTENANCE | $13,846 | $0 | $0 | $13,846 |
| REPAIRS & MAINTENANCE | $12,935 | $0 | $0 | $12,935 |
| LICENSES & REGISTRATION | $3,557 | $0 | $0 | $3,557 |
| INSURANCE | $2,542 | $0 | $0 | $2,542 |
| INTERNET | $1,860 | $0 | $0 | $1,860 |
| SUPPLIES | $9,375 | $0 | $0 | $9,375 |
| FUEL COSTS | $2,232 | $0 | $0 | $2,232 |
| PAYROLL FEES | $1,035 | $0 | $0 | $1,035 |
| MEALS | $15 | $0 | $0 | $15 |
| MISC EXPENSE | -$45 | $0 | $0 | -$45 |
| BANK FEES | $120 | $0 | $0 | $120 |
| BUSINESS LICENSE | $175 | $0 | $0 | $175 |
| PASSTHROUGH EXPENSES FROM K1 | $2,326 | $2,326 | $0 | $0 |
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 BHA AUTOMOBILE MUSEUM TE LLC K-1 | $556,699 | $556,699 | $556,699 |
| PARTNERSHIP UBI INCOME REPORTED ON K-1 | $222 | $0 | $222 |
| FEDERAL INCOME TAX REFUND | $230 | $230 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| KWIA MANGAGEMENT FEE | $100,000 | $50,000 | $0 | $50,000 |
| OTHER PROFESSIONAL FEES | $31,097 | $0 | $0 | $31,097 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $4,909 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,909 | DisbursementsCharitablePrpsAmt |