BHA AUTOMOBILE MUSEUM INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BHA AUTOMOBILE MUSEUM INC (EIN 52-2199161)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349104965
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- 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 | 2020-11-16T15:07:05-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469301 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.69.174.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 09:09:25 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 16841977B7E8F4AAE38EE82D3E84396FABFEF7A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,582,273 | 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 | $3,572,356 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $57,315 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,315 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $57,315 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,399,082 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,503,242 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,399,082 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4,707 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $27,473 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$559 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $6,054 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,056,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,455,838 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $68,076 | 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 | $26,245 | 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 | $26,245 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $100,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,975 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,975 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,634 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $126 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $63,895 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $15,494 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,494 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,646 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,949 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,697 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $315,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $152,436 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,002 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,002 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $715,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $552,438 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,340,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,374,788 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $68,076 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,018,768 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,051,305 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,051,305 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $81,909 | CorporateStockBOYAmt |
| Corporate Stock EOY | $261,853 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,214,772 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,228,853 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,445,896 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,326,322 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,634,365 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $593,688 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,549,554 | LandBOYAmt |
| Land EOY | $2,040,677 | LandEOYAmt |
| Land EOYFMV | $2,040,677 | LandEOYFMVAmt |
| Other Assets BOY | $19,136,975 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,874,733 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,949,197 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,016,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,674,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,582,273 | 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 | $25,016,059 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,674,464 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,016,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,674,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,016,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,674,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,016,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,340,335 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,356,394 | SubtotalAmt |
| Other Decreases | $681,930 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,674,464 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $520,033 | $11,428 | $508,605 | $508,605 | ||
| 1969 MERCEDES 600 | P | $118,000 | $126,850 | -$8,850 | -$8,850 | 2016-07-22 | 2019-01-13 |
| 1964 FERRARI 250GT/LUSSO | P | $1,725,000 | $828,676 | $896,324 | $896,324 | 2008-10-21 | 2019-01-13 |
| 1966 PORSCHE 912 | P | $46,000 | $84,877 | -$38,877 | -$38,877 | 2014-12-12 | 2019-01-18 |
| 1967 ALFA ROMEO GIULIA SPRINT GT | P | $56,500 | $52,329 | $4,171 | $4,171 | 2013-10-02 | 2019-02-22 |
| BHA AUTO MUSEUM TE - FROM K-1 | P | $4,707 | $4,707 | $4,707 | |||
| BHA AUTO MUSEUM TE - FROM K-1 | P | $33,002 | $33,002 | $33,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,399,082 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,707 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,411,691 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,220,993 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.748741 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,963,108 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,228,149 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.608122 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,924,328 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,503,167 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.871460 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,442,342 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,672,318 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.937376 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,833,138 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,022,126 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.304400 | DistributionYr5Rt |
| Total Distribution | 3.470099 | TotalDistributionRt |
| Average Distribution | 0.694020 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,950,635 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,129,860 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,748 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,143,608 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,208,285 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $13,748 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,748 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,748 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $522 | EsPenaltyAmt |
| Overpayment | $35,730 | OverpaymentAmt |
| Applied To ES Tax | $35,730 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| 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 | Yes (1) | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNOLLWOOD INVESTMENT ADVISORY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 INTERNATIONAL CIRCLE | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROFESSIONAL SERVICES | ServiceTypeTxt |
| Compensation | $100,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION OPERATES AN ANTIQUE AND CLASSIC CAR MUSEUM FOR THE PUBLIC. | Description1Txt |
| Expenses1 | $152,436 | 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 | $603,203 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,698,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,739,650 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,041,254 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,041,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,619 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,950,635 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $297,532 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $552,438 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,655,847 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,208,285 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,748 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,194,537 | AdjustedQualifyingDistriAmt |
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 | $68,076 | CurrentYearAmt |
| Year1 | $26,897 | Year1Amt |
| Year2 | $26,122 | Year2Amt |
| Year3 | $50,858 | Year3Amt |
| Total | $171,953 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $57,865 | CurrentYearAmt |
| Year1 | $22,862 | Year1Amt |
| Year2 | $22,204 | Year2Amt |
| Year3 | $43,229 | Year3Amt |
| Total | $146,160 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,208,285 | CurrentYearAmt |
| Year1 | $2,433,562 | Year1Amt |
| Year2 | $1,963,108 | Year2Amt |
| Year3 | $3,935,897 | Year3Amt |
| Total | $12,540,852 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $400,002 | CurrentYearAmt |
| Year1 | $500,000 | Year1Amt |
| Year2 | $300,000 | Year2Amt |
| Year3 | $300,000 | Year3Amt |
| Total | $1,500,002 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,808,283 | CurrentYearAmt |
| Year1 | $1,933,562 | Year1Amt |
| Year2 | $1,663,108 | Year2Amt |
| Year3 | $3,635,897 | Year3Amt |
| Total | $11,040,850 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $34,523,841 | CurrentYearAmt |
| Year1 | $29,799,706 | Year1Amt |
| Year2 | $27,278,640 | Year2Amt |
| Year3 | $26,481,469 | Year3Amt |
| Total | $118,083,656 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,551,104 | CurrentYearAmt |
| Year1 | $26,529,662 | Year1Amt |
| Year2 | $24,001,331 | Year2Amt |
| Year3 | $21,909,726 | Year3Amt |
| Total | $100,991,823 | 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 (4 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 | GENERAL SUPPORT | $150,000 |
| JOHNS HOPKINS UNIVERSITY - BERMAN INSTITUTE OF BIOETHICS | |||||||
| 1801 ASHLAND AVENUE | BALTIMORE | MD | 21205 | NONE | PC | GENERAL SUPPORT | $150,000 |
| LOYOLA BLAKEFIELD | |||||||
| PO BOX 6819 | TOWSON | MD | 212856819 | NONE | PC | GENERAL SUPPORT | $100,000 |
| FROM K-1 - BHA AUTOMOBILE MUSEUM TE LLC | |||||||
| 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | NONE | PC | GENERAL SUPPORT | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,002 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,315 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,613 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,473 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,399,082 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,613 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,483,870 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,490,483 | 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 (15 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GEORGE L BUNTING JR | |||||||
| 1 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $1,600,250 | Yes (X) | |
| GLB 2015 CLAT | |||||||
| 2 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $1,096,924 | Yes (X) | |
| GEORGE L BUNTING JR | |||||||
| 3 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $63,714 | Yes (X) | Yes (X) |
| GEORGE L BUNTING JR | |||||||
| 4 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $53,565 | Yes (X) | Yes (X) |
| GEORGE L BUNTING JR | |||||||
| 5 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $54,760 | Yes (X) | Yes (X) |
| GEORGE L BUNTING JR | |||||||
| 6 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $63,960 | Yes (X) | Yes (X) |
| GEORGE L BUNTING JR | |||||||
| 7 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $78,200 | Yes (X) | Yes (X) |
| GEORGE L BUNTING JR | |||||||
| 8 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $75,150 | Yes (X) | Yes (X) |
| GEORGE L BUNTING JR | |||||||
| 9 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $85,665 | Yes (X) | Yes (X) |
| GEORGE L BUNTING JR | |||||||
| 10 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $52,000 | Yes (X) | Yes (X) |
| GEORGE L BUNTING JR | |||||||
| 11 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $23,850 | Yes (X) | Yes (X) |
| GEORGE L BUNTING JR | |||||||
| 12 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $64,400 | Yes (X) | Yes (X) |
| GEORGE L BUNTING JR | |||||||
| 13 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $136,610 | Yes (X) | Yes (X) |
| GEORGE L BUNTING JR | |||||||
| 14 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $57,728 | Yes (X) | Yes (X) |
| GEORGE L BUNTING JR | |||||||
| 15 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $65,580 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (13 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | POOL CORP COM STK | $63,714 | 2020-12-20 |
| 4 | LCI INDUSTRIES COM | $53,565 | 2020-12-20 |
| 5 | MIDDLEBY CORP COM | $54,760 | 2020-12-20 |
| 6 | BEACON ROOFING SUPPLY INC COM | $63,960 | 2020-12-20 |
| 7 | MONRO INC COM USD0.01 | $78,200 | 2020-12-20 |
| 8 | ATRION CORP COM | $75,150 | 2020-12-20 |
| 9 | #REORG AARON'S INC STOCK MERGER AARONS HLDGS CO 2K1ZA23 10-19-2020 | $85,665 | 2020-12-20 |
| 10 | GRACO INC COM | $52,000 | 2020-12-20 |
| 11 | #REORG UNIVERSAL FST NAME CHANGE UFP INDUSTRIES INC 2H1ZAF3 05-07-2020 | $23,850 | 2020-12-20 |
| 12 | SYNNEX CORP COM STK | $64,400 | 2020-12-20 |
| 13 | SIGNATURE BK NEW YORK N Y COM | $136,610 | 2020-12-20 |
| 14 | #REORG/CABOT NAME CHANGE WITH CUSIP CHANGE CMC 2K11AV3 10-01 2020 | $57,728 | 2020-12-20 |
| 15 | FIVE9 INC COM | $65,580 | 2020-12-20 |
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 (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| 2017 FORD F250 XLT TRUCK | 2016-12-06 | $50,034 | SL | 5.000000000000 | $10,007 | $0 | $0 | |
| FURNITURE | 2004-11-18 | $6,533 | 200DB | 7.000000000000 | $0 | $0 | $0 | $3,266 |
| LEASEHOLD IMPROVEMENTS | 2004-09-01 | $1,200,632 | SL | 39.000000000000 | $30,785 | $0 | $0 | $439,969 |
| LEASEHOLD IMPROVEMENTS | 2005-01-07 | $74,036 | SL | 39.000000000000 | $1,898 | $0 | $0 | $26,493 |
| LEASEHOLD IMPROVEMENTS | 2005-11-30 | $2,440 | SL | 39.000000000000 | $63 | $0 | $0 | $827 |
| LEASEHOLD IMPROVEMENTS | 2006-04-13 | $1,350 | SL | 39.000000000000 | $35 | $0 | $0 | $445 |
| LEASEHOLD IMPROVEMENTS | 2006-10-23 | $960 | SL | 39.000000000000 | $25 | $0 | $0 | $305 |
| LEASEHOLD IMPROVEMENTS | 2006-01-11 | $2,310 | SL | 39.000000000000 | $59 | $0 | $0 | $765 |
| LEASEHOLD IMPROVEMENTS | 2010-10-27 | $14,122 | SL | 39.000000000000 | $362 | $0 | $0 | $2,971 |
| LEASEHOLD IMPROVEMENTS | 2014-11-25 | $21,569 | SL | 39.000000000000 | $553 | $0 | $0 | $2,281 |
| LEASEHOLD IMPROVEMENTS | 2014-12-22 | $15,866 | SL | 39.000000000000 | $407 | $0 | $0 | $1,645 |
| LEASEHOLD IMPROVEMENTS | 2015-11-23 | $97,870 | SL | 39.000000000000 | $2,509 | $0 | $0 | $7,841 |
| LEASEHOLD IMPROVEMENT - SECURITY SYSTEM | 2015-02-10 | $4,477 | SL | 39.000000000000 | $115 | $0 | $0 | $445 |
| LEASEHOLD IMPROVEMENT - PIPE REPAIRS | 2015-02-24 | $4,596 | SL | 39.000000000000 | $118 | $0 | $0 | $457 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-03-09 | $8,897 | SL | 39.000000000000 | $228 | $0 | $0 | $865 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-03-25 | $9,540 | SL | 39.000000000000 | $245 | $0 | $0 | $929 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-04-06 | $3,565 | SL | 39.000000000000 | $91 | $0 | $0 | $338 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-04-10 | $1,954 | SL | 39.000000000000 | $50 | $0 | $0 | $185 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-04-30 | $8,912 | SL | 39.000000000000 | $229 | $0 | $0 | $849 |
| LEASEHOLD IMPROVEMENT - GUTTERS/DOWNSPOUTS WORK | 2015-05-18 | $23,048 | SL | 39.000000000000 | $591 | $0 | $0 | $2,142 |
| LEASEHOLD IMPROVEMENT - GARAGE EXTERIOR REPAIRS | 2016-07-01 | $414,272 | SL | 39.000000000000 | $10,622 | $0 | $0 | $26,113 |
| LEASEHOLD IMPROVEMENT - ROOFING & GUTTERS | 2016-10-10 | $8,253 | SL | 39.000000000000 | $212 | $0 | $0 | $468 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2016-10-26 | $58,818 | SL | 39.000000000000 | $1,508 | $0 | $0 | $3,330 |
| LEASEHOLD IMPROVEMENT - ELECTRICAL WORK | 2016-12-01 | $4,502 | SL | 39.000000000000 | $115 | $0 | $0 | $235 |
| LEASEHOLD IMPROVEMENT - ROOFING | 2017-03-28 | $25,000 | SL | 39.000000000000 | $641 | $0 | $0 | $1,148 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2017-04-10 | $13,609 | SL | 39.000000000000 | $349 | $0 | $0 | $596 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2017-10-04 | $52,216 | SL | 39.000000000000 | $1,339 | $0 | $0 | $1,618 |
| LEASEHOLD IMPROVEMENT - MUSEUM FLOOR | 2019-07-04 | $18,651 | SL | 39.000000000000 | $219 | $0 | $0 | |
| LEASEHOLD IMPROVEMENT - AGRICULTURAL POLE BUILDING | 2019-12-11 | $486,333 | SL | 39.000000000000 | $520 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC. CLASS A | $68,600 | $339,590 |
| #REORG AARON'S INC STOCK MERGER AARONS HLDGS CO 2K1ZA23 10-19-2020 | $9,354 | $85,665 |
| #REORG UNIVERSAL FST NAME CHANGE UFP INDUSTRIES INC 2H1ZAF3 05-07-2020 | $5,163 | $23,850 |
| #REORG/CABOT NAME CHANGE WITH CUSIP CHANGE CMC 2K11AV3 10-01 2020 | $11,981 | $57,728 |
| ATRION CORP COM | $9,390 | $75,150 |
| BEACON ROOFING SUPPLY INC COM | $20,157 | $63,960 |
| FIVE9 INC COM | $22,165 | $65,580 |
| GRACO INC COM | $22,172 | $52,000 |
| LCI INDUSTRIES COM | $5,900 | $53,565 |
| MIDDLEBY CORP COM | $8,760 | $54,760 |
| MONRO INC COM USD0.01 | $31,835 | $78,200 |
| POOL CORP COM STK | $6,926 | $63,714 |
| SIGNATURE BK NEW YORK N Y COM | $31,295 | $136,610 |
| SYNNEX CORP COM STK | $8,155 | $64,400 |
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 | $1,445,896 | BookValueAmt |
| EOYFMV | $3,326,322 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 2017 FORD F250 XLT TRUCK | $50,034 | $10,007 | $40,027 |
| FURNITURE | $6,533 | $6,533 | $0 |
| LEASEHOLD IMPROVEMENTS | $1,200,632 | $470,754 | $729,878 |
| LEASEHOLD IMPROVEMENTS | $74,036 | $28,391 | $45,645 |
| LEASEHOLD IMPROVEMENTS | $2,440 | $890 | $1,550 |
| LEASEHOLD IMPROVEMENTS | $1,350 | $480 | $870 |
| LEASEHOLD IMPROVEMENTS | $960 | $330 | $630 |
| LEASEHOLD IMPROVEMENTS | $2,310 | $824 | $1,486 |
| LEASEHOLD IMPROVEMENTS | $14,122 | $3,333 | $10,789 |
| LEASEHOLD IMPROVEMENTS | $21,569 | $2,834 | $18,735 |
| LEASEHOLD IMPROVEMENTS | $15,866 | $2,052 | $13,814 |
| LEASEHOLD IMPROVEMENTS | $97,870 | $10,350 | $87,520 |
| LEASEHOLD IMPROVEMENT - SECURITY SYSTEM | $4,477 | $560 | $3,917 |
| LEASEHOLD IMPROVEMENT - PIPE REPAIRS | $4,596 | $575 | $4,021 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $8,897 | $1,093 | $7,804 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $9,540 | $1,174 | $8,366 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $3,565 | $429 | $3,136 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $1,954 | $235 | $1,719 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $8,912 | $1,078 | $7,834 |
| LEASEHOLD IMPROVEMENT - GUTTERS/DOWNSPOUTS WORK | $23,048 | $2,733 | $20,315 |
| LEASEHOLD IMPROVEMENT - GARAGE EXTERIOR REPAIRS | $414,272 | $36,735 | $377,537 |
| LEASEHOLD IMPROVEMENT - ROOFING & GUTTERS | $8,253 | $680 | $7,573 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $58,818 | $4,838 | $53,980 |
| LEASEHOLD IMPROVEMENT - ELECTRICAL WORK | $4,502 | $350 | $4,152 |
| LEASEHOLD IMPROVEMENT - ROOFING | $25,000 | $1,789 | $23,211 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $13,609 | $945 | $12,664 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $52,216 | $2,957 | $49,259 |
| LEASEHOLD IMPROVEMENT - MUSEUM FLOOR | $18,651 | $219 | $18,432 |
| LEASEHOLD IMPROVEMENT - AGRICULTURAL POLE BUILDING | $486,333 | $520 | $485,813 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VINTAGE AUTOMOBILES | $17,981,400 | $20,349,829 | $26,424,293 |
| ARTWORK | $5,575 | $5,575 | $5,575 |
| VEHICLE DEPOSITS | $1,150,000 | $1,519,329 | $1,519,329 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BASIS FOR DONATED SECURITIES | Desc |
| Amt | $681,930 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTO REPAIR & MAINTENANCE | $9,332 | $0 | $0 | $9,332 |
| UTILITIES | $20,713 | $0 | $0 | $20,713 |
| REPAIRS & MAINTENANCE | $11,975 | $0 | $0 | $11,975 |
| SHIPPING COSTS | $2,565 | $0 | $0 | $2,565 |
| FROM K-1 - BHA AUTO MUSEUM TE LLC | $20,949 | $20,949 | $0 | $0 |
| LICENSES & REGISTRATION | $2,352 | $0 | $0 | $2,352 |
| MISCELLANEOUS EXPENSES | $5,347 | $0 | $0 | $5,347 |
| INSURANCE | $780 | $0 | $0 | $780 |
| INTERNET | $2,333 | $0 | $0 | $2,333 |
| SUPPLIES | $4,517 | $0 | $0 | $4,517 |
| FUEL COSTS | $482 | $0 | $0 | $482 |
| PAYROLL FEES | $301 | $0 | $0 | $301 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - BHA AUTO MUSEUM TE LLC | $2,586 | -$4,027 | $2,586 |
| EXCISE TAX REFUND | $21,419 | $0 | $0 |
| OTHER MISC. INCOME | $3,468 | $3,468 | $3,468 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KWIA MANGAGEMENT FEE | CategoryTxt |
| Amt | $100,000 | Amt |
| Net Investment Income | $50,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $50,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $126 | $126 | $0 | $0 |
| EXCISE TAXES | $18,508 | $0 | $0 | $0 |