BHA AUTOMOBILE MUSEUM INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BHA AUTOMOBILE MUSEUM INC (EIN 52-2199161)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349103106
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T14:39:10-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTONIAN BLVD STE 500 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 3012963600 | PhoneNum |
| Preparation | 2025-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,624,170 | 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 | $1,973,186 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $50 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $76,480 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,480 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $76,480 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $631,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,273,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $631,227 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,429 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $11,217 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,203 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $11,217 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,692,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $717,960 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $91,176 | 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 | $82,803 | 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 | $82,803 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,250 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,250 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $145,273 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $95,273 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,785 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,785 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $107,786 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $29,819 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $29,819 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $28,050 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,050 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87,520 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,688 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,832 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $490,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $303,812 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $397,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $397,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $887,896 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $701,422 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,804,264 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $639,272 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $91,176 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126,018 | CashBOYAmt |
| Cash EOY | $88,015 | CashEOYAmt |
| Cash EOYFMV | $88,015 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,980,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,439 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,439 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $68,600 | CorporateStockBOYAmt |
| Corporate Stock EOY | $68,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $680,920 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,373,440 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,469,389 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,372,602 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,564,619 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,032,033 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,322,770 | LandBOYAmt |
| Land EOY | $3,532,586 | LandEOYAmt |
| Land EOYFMV | $3,532,586 | LandEOYFMVAmt |
| Other Assets BOY | $27,253,535 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,851,630 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,847,608 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,125,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,112,659 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,624,170 | 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 | $37,125,155 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,112,659 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,125,155 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,112,659 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,125,155 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,112,659 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,125,155 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,804,264 | ExcessRevenueOverExpensesAmt |
| Other Increases | $183,240 | OtherIncreasesAmt |
| Subtotal | $39,112,659 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,112,659 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| BHA AUTO MUSEUM TE - FROM K-1 | P | $160,210 | $160,210 | ||||
| BHA AUTO MUSEUM TE - FROM K-1 | P | $3,429 | $3,429 | ||||
| 1956 LINCOLN PREMIERE CONVERTIBLE | P | -$10,644 | -$10,644 | 2019-02-13 | 2024-04-22 | $45,000 | $55,644 |
| 1966 OLDSMOBILE TORONADO DELUXE | P | -$11,866 | -$11,866 | 2022-06-16 | 2024-08-30 | $40,000 | $51,866 |
| 2023 FERRARI 812 COMPETIZIONE | P | $728,095 | $728,095 | 2023-03-07 | 2024-09-20 | $1,600,000 | $871,905 |
| 1969 MERCEDES-BENZ 280 SE CABRIOLET | P | -$29,503 | -$29,503 | 2023-08-21 | 2024-09-04 | $160,650 | $190,153 |
| 1937 CORD 812 CONVERTIBLE PHAETON | P | -$30,010 | -$30,010 | 2023-01-03 | 2024-09-11 | $165,000 | $195,010 |
| 1986 JEEP GRAND WAGONEER | P | -$29,344 | -$29,344 | 2023-10-16 | 2024-11-12 | $42,500 | $71,844 |
| 2002 BENTLEY AZURE | P | -$43,035 | -$43,035 | 2022-08-30 | 2024-11-15 | $50,000 | $93,035 |
| 1973 CITROEN DS 23 PALLAS | P | -$9,488 | -$9,488 | 2005-01-18 | 2024-11-12 | $42,000 | $51,488 |
| 1957 CADILLAC EL DORADO | P | -$96,617 | -$96,617 | 2007-12-20 | 2024-12-23 | $128,000 | $224,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $631,227 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,429 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,886 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,886 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,886 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,202 | 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 | $19,202 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,316 | OverpaymentAmt |
| Applied To ES Tax | $10,316 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNOLLWOOD INVESTMENT ADVISORY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4435412447 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 INTERNATIONAL CIR | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210301332 | 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 | 17028 OLD YORK ROAD | AddressLine1Txt |
| City | MONKTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CARETAKER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $75,611 | 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 | $303,812 | 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 | $665,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,029,473 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,303,378 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,998,733 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,998,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,878,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $393,938 | 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 | $701,422 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $5,239,274 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,940,696 | 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 | $91,176 | CurrentYearAmt |
| Year1 | $181,384 | Year1Amt |
| Year2 | $67,044 | Year2Amt |
| Year3 | $464,367 | Year3Amt |
| Total | $803,971 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $77,500 | CurrentYearAmt |
| Year1 | $154,176 | Year1Amt |
| Year2 | $56,987 | Year2Amt |
| Year3 | $394,712 | Year3Amt |
| Total | $683,375 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,940,696 | CurrentYearAmt |
| Year1 | $4,410,612 | Year1Amt |
| Year2 | $3,451,551 | Year2Amt |
| Year3 | $1,583,578 | Year3Amt |
| Total | $15,386,437 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $397,610 | CurrentYearAmt |
| Year1 | $400,000 | Year1Amt |
| Year2 | $400,000 | Year2Amt |
| Year3 | $400,000 | Year3Amt |
| Total | $1,597,610 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,543,086 | CurrentYearAmt |
| Year1 | $4,010,612 | Year1Amt |
| Year2 | $3,051,551 | Year2Amt |
| Year3 | $1,183,578 | Year3Amt |
| Total | $13,788,827 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $41,628,192 | CurrentYearAmt |
| Year1 | $45,402,766 | Year1Amt |
| Year2 | $44,968,159 | Year2Amt |
| Year3 | $40,347,917 | Year3Amt |
| Total | $172,347,034 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $36,539,216 | CurrentYearAmt |
| Year1 | $34,698,238 | Year1Amt |
| Year2 | $30,958,531 | Year2Amt |
| Year3 | $30,788,109 | Year3Amt |
| Total | $132,984,094 | 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INSTITUTE FOR ISLAMIC CHRISTIAN AND JEWISH STUDIES | ||||||
| 956 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $150,000 |
| JOHNS HOPKINS UNIVERSITY - BERMAN INSTITUTE OF BIOETHICS | ||||||
| 1801 ASHLAND AVENUE | BALTIMORE | MD | 21205 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $148,373 |
| LOYOLA HIGH SCHOOL BLAKEFIELD | ||||||
| PO BOX 6819 | TOWSON | MD | 212856819 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $98,237 |
| 300 SL FOUNDATION | ||||||
| PO BOX 196 | FOX ISLAND | WA | 983330196 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $397,610 | 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 | $50 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,480 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $631,227 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OTHER INCOME FROM BHA AUTOMOBILE MUSEUM TE LLC K-1 | 14 | $10,203 | ||
| PARTNERSHIP UBI INCOME REPORTED ON K-1 | 14 | 900001 | $1,014 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,014 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $717,960 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $718,974 | 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 |
|---|---|---|---|---|---|---|
| GEORGE L BUNTING JR | ||||||
| 1 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $704,202 | Yes (X) |
| GLB 2015 CLAT | ||||||
| 2 | 217 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | $1,268,984 | Yes (X) |
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 (34 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 | $29,187 | SL | 5.000000000000 | $0 | $0 | $0 |
| FURNITURE | 2004-11-18 | $6,533 | $3,266 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2004-09-01 | $1,200,632 | $593,894 | SL | 39.000000000000 | $30,785 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2005-01-07 | $74,036 | $35,983 | SL | 39.000000000000 | $1,898 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2005-11-30 | $2,440 | $1,142 | SL | 39.000000000000 | $63 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2006-04-13 | $1,350 | $620 | SL | 39.000000000000 | $35 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2006-10-23 | $960 | $430 | SL | 39.000000000000 | $25 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2006-01-11 | $2,310 | $1,060 | SL | 39.000000000000 | $59 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2010-10-27 | $14,122 | $4,781 | SL | 39.000000000000 | $362 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2014-11-25 | $21,569 | $5,046 | SL | 39.000000000000 | $553 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2014-12-22 | $15,866 | $3,680 | SL | 39.000000000000 | $407 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2015-11-23 | $97,870 | $20,386 | SL | 39.000000000000 | $2,509 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - SECURITY SYSTEM | 2015-02-10 | $4,477 | $1,020 | SL | 39.000000000000 | $115 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - PIPE REPAIRS | 2015-02-24 | $4,596 | $1,047 | SL | 39.000000000000 | $118 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-03-09 | $8,897 | $2,005 | SL | 39.000000000000 | $228 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-03-25 | $9,540 | $2,154 | SL | 39.000000000000 | $245 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-04-06 | $3,565 | $793 | SL | 39.000000000000 | $91 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-04-10 | $1,954 | $435 | SL | 39.000000000000 | $50 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2015-04-30 | $8,912 | $1,994 | SL | 39.000000000000 | $229 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - GUTTERS/DOWNSPOUTS WORK | 2015-05-18 | $23,048 | $5,097 | SL | 39.000000000000 | $591 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - GARAGE EXTERIOR REPAIRS | 2016-07-01 | $414,272 | $79,223 | SL | 39.000000000000 | $10,622 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - ROOFING & GUTTERS | 2016-10-10 | $8,253 | $1,528 | SL | 39.000000000000 | $212 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2016-10-26 | $58,818 | $10,870 | SL | 39.000000000000 | $1,508 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - ELECTRICAL WORK | 2016-12-01 | $4,502 | $810 | SL | 39.000000000000 | $115 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - ROOFING | 2017-03-28 | $25,000 | $4,353 | SL | 39.000000000000 | $641 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | 2017-04-10 | $13,609 | $2,341 | SL | 39.000000000000 | $349 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - MUSEUM FLOOR | 2019-07-04 | $18,651 | $2,131 | SL | 39.000000000000 | $478 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - AGRICULTURAL POLE BUILDING | 2019-12-11 | $486,333 | $50,400 | SL | 39.000000000000 | $12,470 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - AGRICULTURAL POLE BUILDING | 2020-06-30 | $529,879 | $48,120 | SL | 39.000000000000 | $13,587 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - PAINTING | 2020-05-05 | $35,648 | $3,313 | SL | 39.000000000000 | $914 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - INSTALL AND WIRE 5 CAR LIFTS | 2021-01-25 | $10,392 | $787 | SL | 39.000000000000 | $266 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - NEW STRUCTURE FOR ADDED CAR SPOTS | 2022-12-01 | $74,904 | $2,001 | SL | 39.000000000000 | $1,921 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - NEW STRUCTURE FOR ADDED CAR SPOTS | 2023-12-01 | $1,014,045 | $1,083 | SL | 39.000000000000 | $26,001 | $0 | $0 |
| LEASEHOLD IMPROVEMENT - NEW STRUCTURE FOR ADDED CAR SPOTS | 2024-12-01 | $317,602 | SL | 39.000000000000 | $339 | $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 | $680,920 | 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 | $4,469,389 | BookValueAmt |
| EOYFMV | $6,372,602 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 2017 FORD F250 XLT TRUCK | $50,034 | $29,187 | $20,847 | $20,847 |
| FURNITURE | $6,533 | $6,533 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $1,200,632 | $624,679 | $575,953 | $575,953 |
| LEASEHOLD IMPROVEMENTS | $74,036 | $37,881 | $36,155 | $36,155 |
| LEASEHOLD IMPROVEMENTS | $2,440 | $1,205 | $1,235 | $1,235 |
| LEASEHOLD IMPROVEMENTS | $1,350 | $655 | $695 | $695 |
| LEASEHOLD IMPROVEMENTS | $960 | $455 | $505 | $505 |
| LEASEHOLD IMPROVEMENTS | $2,310 | $1,119 | $1,191 | $1,191 |
| LEASEHOLD IMPROVEMENTS | $14,122 | $5,143 | $8,979 | $8,979 |
| LEASEHOLD IMPROVEMENTS | $21,569 | $5,599 | $15,970 | $15,970 |
| LEASEHOLD IMPROVEMENTS | $15,866 | $4,087 | $11,779 | $11,779 |
| LEASEHOLD IMPROVEMENTS | $97,870 | $22,895 | $74,975 | $74,975 |
| LEASEHOLD IMPROVEMENT - SECURITY SYSTEM | $4,477 | $1,135 | $3,342 | $3,342 |
| LEASEHOLD IMPROVEMENT - PIPE REPAIRS | $4,596 | $1,165 | $3,431 | $3,431 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $8,897 | $2,233 | $6,664 | $6,664 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $9,540 | $2,399 | $7,141 | $7,141 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $3,565 | $884 | $2,681 | $2,681 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $1,954 | $485 | $1,469 | $1,469 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $8,912 | $2,223 | $6,689 | $6,689 |
| LEASEHOLD IMPROVEMENT - GUTTERS/DOWNSPOUTS WORK | $23,048 | $5,688 | $17,360 | $17,360 |
| LEASEHOLD IMPROVEMENT - GARAGE EXTERIOR REPAIRS | $414,272 | $89,845 | $324,427 | $324,427 |
| LEASEHOLD IMPROVEMENT - ROOFING & GUTTERS | $8,253 | $1,740 | $6,513 | $6,513 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $58,818 | $12,378 | $46,440 | $46,440 |
| LEASEHOLD IMPROVEMENT - ELECTRICAL WORK | $4,502 | $925 | $3,577 | $3,577 |
| LEASEHOLD IMPROVEMENT - ROOFING | $25,000 | $4,994 | $20,006 | $20,006 |
| LEASEHOLD IMPROVEMENT - EXTERIOR WORK | $13,609 | $2,690 | $10,919 | $10,919 |
| LEASEHOLD IMPROVEMENT - MUSEUM FLOOR | $18,651 | $2,609 | $16,042 | $16,042 |
| LEASEHOLD IMPROVEMENT - AGRICULTURAL POLE BUILDING | $486,333 | $62,870 | $423,463 | $423,463 |
| LEASEHOLD IMPROVEMENT - AGRICULTURAL POLE BUILDING | $529,879 | $61,707 | $468,172 | $468,172 |
| LEASEHOLD IMPROVEMENT - PAINTING | $35,648 | $4,227 | $31,421 | $31,421 |
| LEASEHOLD IMPROVEMENT - INSTALL AND WIRE 5 CAR LIFTS | $10,392 | $1,053 | $9,339 | $9,339 |
| LEASEHOLD IMPROVEMENT - NEW STRUCTURE FOR ADDED CAR SPOTS | $74,904 | $3,922 | $70,982 | $70,982 |
| LEASEHOLD IMPROVEMENT - NEW STRUCTURE FOR ADDED CAR SPOTS | $1,014,045 | $27,084 | $986,961 | $986,961 |
| LEASEHOLD IMPROVEMENT - NEW STRUCTURE FOR ADDED CAR SPOTS | $317,602 | $339 | $317,263 | $317,263 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VINTAGE AUTOMOBILES | $24,332,655 | $28,140,750 | $32,136,728 |
| ARTWORK | $5,575 | $5,575 | $5,575 |
| VEHICLE DEPOSITS | $2,915,305 | $2,705,305 | $2,705,305 |
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 |
|---|---|---|---|---|
| SECURITY | $780 | $0 | $0 | $780 |
| MISCELLANEOUS EXP | $1,152 | $0 | $0 | $1,152 |
| BUSINESS LICENSE | $180 | $0 | $0 | $180 |
| AUTO REPAIR & MAINTENANCE | $3,947 | $0 | $0 | $3,947 |
| OTHER REPAIR & MAINTENANCE | $9,957 | $0 | $0 | $9,957 |
| FUEL | $2,363 | $0 | $0 | $2,363 |
| LICENSES & REGISTRATION | $123 | $0 | $0 | $123 |
| SHIPPING COSTS | $99 | $0 | $0 | $99 |
| PAYROLL FEES | $1,195 | $0 | $0 | $1,195 |
| INTERNET | $1,740 | $0 | $0 | $1,740 |
| SUPPLIES | $37,296 | $0 | $0 | $37,296 |
| PASSTHROUGH EXPENSES FROM K1 | $28,688 | $28,688 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM BHA AUTOMOBILE MUSEUM TE LLC K-1 | $10,203 | $10,203 | $10,203 |
| PARTNERSHIP UBI INCOME REPORTED ON K-1 | $1,014 | $0 | $1,014 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES IN DONATED SECURITIES | Desc |
| Amt | $183,240 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 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 | $42,905 | $0 | $0 | $42,905 |
| CONSULTANT FEES | $2,368 | $0 | $0 | $2,368 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $5,785 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,785 | DisbursementsCharitablePrpsAmt |