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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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T15:07:05-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 INTERNATIONAL DRIVE SUITE 1400AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522199161EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BHA AUTOMOBILE MUSEUM INCBusinessNameLine1Txt
Business Name Line2C/O KNOLLWOOD INVESTMENT ADVISORYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBHAABusinessNameControlTxt
Phone4435412447PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1217 INTERNATIONAL CIRAddressLine1Txt
CityHUNT VALLEYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP210301332ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN D IRWINPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4435412447PhoneNum
Signature2020-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIA FLANNERYPreparerPersonNm
PTINP00928918PTIN
Phone4102469301PhoneNum
Preparation2020-11-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.69.174.134IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm09:09:25IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id16841977B7E8F4AAE38EE82D3E84396FABFEF7A4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$37,582,273FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,572,356ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$57,315DividendsRevAndExpnssAmt
Dividends Net Invst Incm$57,315DividendsNetInvstIncmAmt
Dividends Adj Net Incm$57,315DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,399,082NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,503,242GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,399,082CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$4,707NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$27,473OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$559OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$6,054OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$5,056,226TotalRevAndExpnssAmt
Total Net Invst Incm$1,455,838TotalNetInvstIncmAmt
Total Adj Net Incm$68,076TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$26,245OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$26,245OthEmplSlrsWgsDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$100,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$50,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$50,000OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$9,975InterestRevAndExpnssAmt
Interest Net Invst Incm$9,975InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$18,634TaxesRevAndExpnssAmt
Taxes Net Invst Incm$126TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$63,895DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$15,494TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$15,494TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$81,646OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20,949OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$60,697OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$315,889TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$81,050TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$152,436TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$400,002ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$400,002ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$715,891TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$81,050TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$552,438TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,340,335ExcessRevenueOverExpensesAmt
Net Investment Income$1,374,788NetInvestmentIncomeAmt
Adjusted Net Income$68,076AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,018,768SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,051,305SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,051,305SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$81,909CorporateStockBOYAmt
Corporate Stock EOY$261,853CorporateStockEOYAmt
Corporate Stock EOYFMV$1,214,772CorporateStockEOYFMVAmt
Other Investments BOY$1,228,853OtherInvestmentsBOYAmt
Other Investments EOY$1,445,896OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,326,322OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,634,365LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$593,688LandBldgEquipAccumDeprecAmt
Land BOY$1,549,554LandBOYAmt
Land EOY$2,040,677LandEOYAmt
Land EOYFMV$2,040,677LandEOYFMVAmt
Other Assets BOY$19,136,975OtherAssetsBOYAmt
Other Assets EOY$21,874,733OtherAssetsEOYAmt
Other Assets EOYFMV$27,949,197OtherAssetsEOYFMVAmt
Total Assets BOY$25,016,059TotalAssetsBOYAmt
Total Assets EOY$28,674,464TotalAssetsEOYAmt
Total Assets EOYFMV$37,582,273TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$25,016,059RetainedEarningBOYAmt
Retained Earning EOY$28,674,464RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,016,059TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$28,674,464TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,016,059TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$28,674,464TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,016,059TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,340,335ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$29,356,394SubtotalAmt
Other Decreases$681,930OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$28,674,464TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIESP$520,033$11,428$508,605$508,605
1969 MERCEDES 600P$118,000$126,850-$8,850-$8,8502016-07-222019-01-13
1964 FERRARI 250GT/LUSSOP$1,725,000$828,676$896,324$896,3242008-10-212019-01-13
1966 PORSCHE 912P$46,000$84,877-$38,877-$38,8772014-12-122019-01-18
1967 ALFA ROMEO GIULIA SPRINT GTP$56,500$52,329$4,171$4,1712013-10-022019-02-22
BHA AUTO MUSEUM TE - FROM K-1P$4,707$4,707$4,707
BHA AUTO MUSEUM TE - FROM K-1P$33,002$33,002$33,002
FieldValueIRS element (for citing)
Capital Gain Net Income$1,399,082CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,707NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,411,691AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,220,993NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.748741DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,963,108AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,228,149NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.608122DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,924,328AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,503,167NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.871460DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,442,342AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,672,318NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.937376DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,833,138AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,022,126NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.304400DistributionYr5Rt
Total Distribution3.470099TotalDistributionRt
Average Distribution0.694020AverageDistributionRt
Net Vl Noncharitable Assets$5,950,635NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,129,860AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13,748NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,143,608AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,208,285QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$13,748InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,748SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,748TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$50,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$50,000TotalPaymentsAndCreditsAmt
Es Penalty$522EsPenaltyAmt
Overpayment$35,730OverpaymentAmt
Applied To ES Tax$35,730AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKNOLLWOOD INVESTMENT ADVISORYIndividualWithBooksNm
Phone4435412447PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1217 INTERNATIONAL CIRCLEAddressLine1Txt
CityHUNT VALLEYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21030ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsYes (1)UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GEORGE L BUNTING JR
217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030CHAIRMAN/DIRECTOR0.00$0$0$0
KEVIN D IRWIN
217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030SECRETARY/TREASURER/DIRECT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KNOLLWOOD INVESTMENT ADVISORYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1217 INTERNATIONAL CIRCLEAddressLine1Txt
CityHUNT VALLEYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21030ZIPCd
FieldValueIRS element (for citing)
Service TypePROFESSIONAL SERVICESServiceTypeTxt
Compensation$100,000CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ORGANIZATION OPERATES AN ANTIQUE AND CLASSIC CAR MUSEUM FOR THE PUBLIC.Description1Txt
Expenses1$152,436Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$603,203AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,698,401AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,739,650FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,041,254TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,041,254AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$90,619CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,950,635NetVlNoncharitableAssetsAmt
Minimum Investment Return$297,532MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$552,438ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$3,655,847CharitableAssetsAcquisPaidAmt
Qualifying Distributions$4,208,285QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$13,748PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,194,537AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$68,076CurrentYearAmt
Year1$26,897Year1Amt
Year2$26,122Year2Amt
Year3$50,858Year3Amt
Total$171,953TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$57,865CurrentYearAmt
Year1$22,862Year1Amt
Year2$22,204Year2Amt
Year3$43,229Year3Amt
Total$146,160TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$4,208,285CurrentYearAmt
Year1$2,433,562Year1Amt
Year2$1,963,108Year2Amt
Year3$3,935,897Year3Amt
Total$12,540,852TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$400,002CurrentYearAmt
Year1$500,000Year1Amt
Year2$300,000Year2Amt
Year3$300,000Year3Amt
Total$1,500,002TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$3,808,283CurrentYearAmt
Year1$1,933,562Year1Amt
Year2$1,663,108Year2Amt
Year3$3,635,897Year3Amt
Total$11,040,850TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$34,523,841CurrentYearAmt
Year1$29,799,706Year1Amt
Year2$27,278,640Year2Amt
Year3$26,481,469Year3Amt
Total$118,083,656TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$28,551,104CurrentYearAmt
Year1$26,529,662Year1Amt
Year2$24,001,331Year2Amt
Year3$21,909,726Year3Amt
Total$100,991,823TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGEORGE L BUNTING JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INSTITUTE FOR ISLAMIC CHRISTIAN AND JEWISH STUDIES
956 DULANEY VALLEY ROADBALTIMOREMD21204NONEPCGENERAL SUPPORT$150,000
JOHNS HOPKINS UNIVERSITY - BERMAN INSTITUTE OF BIOETHICS
1801 ASHLAND AVENUEBALTIMOREMD21205NONEPCGENERAL SUPPORT$150,000
LOYOLA BLAKEFIELD
PO BOX 6819TOWSONMD212856819NONEPCGENERAL SUPPORT$100,000
FROM K-1 - BHA AUTOMOBILE MUSEUM TE LLC
217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030NONEPCGENERAL SUPPORT$2
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$400,002TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,315ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$6,613UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$27,473ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,399,082ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$6,613UnrelatedBusinessTaxblIncmAmt
Exclusion$1,483,870ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,490,483TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (15 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
GEORGE L BUNTING JR
1217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$1,600,250Yes (X)
GLB 2015 CLAT
2217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$1,096,924Yes (X)
GEORGE L BUNTING JR
3217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$63,714Yes (X)Yes (X)
GEORGE L BUNTING JR
4217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$53,565Yes (X)Yes (X)
GEORGE L BUNTING JR
5217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$54,760Yes (X)Yes (X)
GEORGE L BUNTING JR
6217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$63,960Yes (X)Yes (X)
GEORGE L BUNTING JR
7217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$78,200Yes (X)Yes (X)
GEORGE L BUNTING JR
8217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$75,150Yes (X)Yes (X)
GEORGE L BUNTING JR
9217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$85,665Yes (X)Yes (X)
GEORGE L BUNTING JR
10217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$52,000Yes (X)Yes (X)
GEORGE L BUNTING JR
11217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$23,850Yes (X)Yes (X)
GEORGE L BUNTING JR
12217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$64,400Yes (X)Yes (X)
GEORGE L BUNTING JR
13217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$136,610Yes (X)Yes (X)
GEORGE L BUNTING JR
14217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$57,728Yes (X)Yes (X)
GEORGE L BUNTING JR
15217 INTERNATIONAL CIRCLEHUNT VALLEYMD21030$65,580Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (13 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
3POOL CORP COM STK$63,7142020-12-20
4LCI INDUSTRIES COM$53,5652020-12-20
5MIDDLEBY CORP COM$54,7602020-12-20
6BEACON ROOFING SUPPLY INC COM$63,9602020-12-20
7MONRO INC COM USD0.01$78,2002020-12-20
8ATRION CORP COM$75,1502020-12-20
9#REORG AARON'S INC STOCK MERGER AARONS HLDGS CO 2K1ZA23 10-19-2020$85,6652020-12-20
10GRACO INC COM$52,0002020-12-20
11#REORG UNIVERSAL FST NAME CHANGE UFP INDUSTRIES INC 2H1ZAF3 05-07-2020$23,8502020-12-20
12SYNNEX CORP COM STK$64,4002020-12-20
13SIGNATURE BK NEW YORK N Y COM$136,6102020-12-20
14#REORG/CABOT NAME CHANGE WITH CUSIP CHANGE CMC 2K11AV3 10-01 2020$57,7282020-12-20
15FIVE9 INC COM$65,5802020-12-20

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (29 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtPrior Year DepreciationPriorYearDepreciationAmt
2017 FORD F250 XLT TRUCK2016-12-06$50,034SL5.000000000000$10,007$0$0
FURNITURE2004-11-18$6,533200DB7.000000000000$0$0$0$3,266
LEASEHOLD IMPROVEMENTS2004-09-01$1,200,632SL39.000000000000$30,785$0$0$439,969
LEASEHOLD IMPROVEMENTS2005-01-07$74,036SL39.000000000000$1,898$0$0$26,493
LEASEHOLD IMPROVEMENTS2005-11-30$2,440SL39.000000000000$63$0$0$827
LEASEHOLD IMPROVEMENTS2006-04-13$1,350SL39.000000000000$35$0$0$445
LEASEHOLD IMPROVEMENTS2006-10-23$960SL39.000000000000$25$0$0$305
LEASEHOLD IMPROVEMENTS2006-01-11$2,310SL39.000000000000$59$0$0$765
LEASEHOLD IMPROVEMENTS2010-10-27$14,122SL39.000000000000$362$0$0$2,971
LEASEHOLD IMPROVEMENTS2014-11-25$21,569SL39.000000000000$553$0$0$2,281
LEASEHOLD IMPROVEMENTS2014-12-22$15,866SL39.000000000000$407$0$0$1,645
LEASEHOLD IMPROVEMENTS2015-11-23$97,870SL39.000000000000$2,509$0$0$7,841
LEASEHOLD IMPROVEMENT - SECURITY SYSTEM2015-02-10$4,477SL39.000000000000$115$0$0$445
LEASEHOLD IMPROVEMENT - PIPE REPAIRS2015-02-24$4,596SL39.000000000000$118$0$0$457
LEASEHOLD IMPROVEMENT - EXTERIOR WORK2015-03-09$8,897SL39.000000000000$228$0$0$865
LEASEHOLD IMPROVEMENT - EXTERIOR WORK2015-03-25$9,540SL39.000000000000$245$0$0$929
LEASEHOLD IMPROVEMENT - EXTERIOR WORK2015-04-06$3,565SL39.000000000000$91$0$0$338
LEASEHOLD IMPROVEMENT - EXTERIOR WORK2015-04-10$1,954SL39.000000000000$50$0$0$185
LEASEHOLD IMPROVEMENT - EXTERIOR WORK2015-04-30$8,912SL39.000000000000$229$0$0$849
LEASEHOLD IMPROVEMENT - GUTTERS/DOWNSPOUTS WORK2015-05-18$23,048SL39.000000000000$591$0$0$2,142
LEASEHOLD IMPROVEMENT - GARAGE EXTERIOR REPAIRS2016-07-01$414,272SL39.000000000000$10,622$0$0$26,113
LEASEHOLD IMPROVEMENT - ROOFING & GUTTERS2016-10-10$8,253SL39.000000000000$212$0$0$468
LEASEHOLD IMPROVEMENT - EXTERIOR WORK2016-10-26$58,818SL39.000000000000$1,508$0$0$3,330
LEASEHOLD IMPROVEMENT - ELECTRICAL WORK2016-12-01$4,502SL39.000000000000$115$0$0$235
LEASEHOLD IMPROVEMENT - ROOFING2017-03-28$25,000SL39.000000000000$641$0$0$1,148
LEASEHOLD IMPROVEMENT - EXTERIOR WORK2017-04-10$13,609SL39.000000000000$349$0$0$596
LEASEHOLD IMPROVEMENT - EXTERIOR WORK2017-10-04$52,216SL39.000000000000$1,339$0$0$1,618
LEASEHOLD IMPROVEMENT - MUSEUM FLOOR2019-07-04$18,651SL39.000000000000$219$0$0
LEASEHOLD IMPROVEMENT - AGRICULTURAL POLE BUILDING2019-12-11$486,333SL39.000000000000$520$0$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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

FieldValueIRS element (for citing)
Category Or ItemBHA AUTOMOBILE MUSEUM TE LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,445,896BookValueAmt
EOYFMV$3,326,322EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (29 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook 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)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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

FieldValueIRS element (for citing)
DescADJUSTMENT TO BASIS FOR DONATED SECURITIESDesc
Amt$681,930Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements 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)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted 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

FieldValueIRS element (for citing)
CategoryKWIA MANGAGEMENT FEECategoryTxt
Amt$100,000Amt
Net Investment Income$50,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$50,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$126$126$0$0
EXCISE TAXES$18,508$0$0$0