ࡱ> [kZ G\pDepartment of Treasury Ba==r @/8X@"1Arial1Arial1Arial1Arial1Arial1Arial1Arial1Arial1Arial1 Arial1Arial1Arial1QTahoma1QTahoma1QArial1QArial1 QSegoe UI1Arial1Arial1xArial1 Arial1Calibri1 Calibri1Calibri14Calibri1 Calibri1Calibri1Calibri1,8Calibri18Calibri18Calibri1>141<Calibri1?Calibri1h8Cambria1Calibri1 Calibri"$"#,##0_);\("$"#,##0\)!"$"#,##0_);[Red]\("$"#,##0\)""$"#,##0.00_);\("$"#,##0.00\)'""$"#,##0.00_);[Red]\("$"#,##0.00\)7*2_("$"* #,##0_);_("$"* \(#,##0\);_("$"* "-"_);_(@_).))_(* #,##0_);_(* \(#,##0\);_(* "-"_);_(@_)?,:_("$"* #,##0.00_);_("$"* \(#,##0.00\);_("$"* "-"??_);_(@_)6+1_(* #,##0.00_);_(* \(#,##0.00\);_(* "-"??_);_(@_) "* "#,### "** "#,###                                                                      ff + ) , *      P  P        ! ` "      #   $ % a> &          ,  (`  "  ! a!` "8@ @ "8@@ " 1"<@ @ 1"<@@  ,@   ,@    ,@   (@   ,@  ,@ 7   ,@7   ,   ,   , 7  !<@ !<@7    ) ( (   ! a!` !8@ 8@ 8@ 8@ 8 @ 8 8 8 8 8@ @  8@ @  8@ @  8 8@ @ 8@@ ||p@*ǔ}A} 00\);_(*ef;_(@_) }A} 00\);_(*ef;_(@_) }A} 00\);_(*ef;_(@_) }A} 00\);_(*ef;_(@_) }A} 00\);_(*ef;_(@_) }A} 00\);_(*ef ;_(@_) }A} 00\);_(*L;_(@_) }A} 00\);_(*L;_(@_) }A} 00\);_(*L;_(@_) }A} 00\);_(*L;_(@_) }A} 00\);_(*L;_(@_) }A} 00\);_(*L ;_(@_) }A} 00\);_(*23;_(@_) }A} 00\);_(*23;_(@_) }A} 00\);_(*23;_(@_) }A} 00\);_(*23;_(@_) }A}  00\);_(*23;_(@_) }A}! 00\);_(*23 ;_(@_) }A}" 00\);_(*;_(@_) }A}# 00\);_(*;_(@_) }A}$ 00\);_(*;_(@_) }A}% 00\);_(*;_(@_) }A}& 00\);_(*;_(@_) }A}' 00\);_(* ;_(@_) }A}( 00\);_(*;_(@_) }}) }00\);_(*;_(@_)    }}* 00\);_(*;_(@_) ??? ??? ??? ???}-}/ 00\);_(*}A}1 a00\);_(*;_(@_) }A}2 00\);_(*;_(@_) }A}3 00\);_(*?;_(@_) }A}4 00\);_(*23;_(@_) }-}5 00\);_(*}}7 ??v00\);_(*̙;_(@_)    }A}8 }00\);_(*;_(@_) }A}9 e00\);_(*;_(@_) }x}:00\);_(*;_(  }}; ???00\);_(*;_(??? ???  ??? ???}-}= 00\);_(*}U}> 00\);_(*;_( }-}? 00\);_(*}(}M400\);_(*}(}N400\);_(*}<}P400\);_(*4;_(}<}Q400\);_(*4;_(}<}R400\);_(*4;_(}(}S400\);_(*}(}T400\);_(*}(}U400\);_(*}<}V400\);_(*4;_(}(}W400\);_(*}<}X400\);_(*4;_(}(}Y400\);_(* 20% - Accent1M 20% - Accent1 ef % 20% - Accent2M" 20% - Accent2 ef % 20% - Accent3M& 20% - Accent3 ef % 20% - Accent4M* 20% - Accent4 ef % 20% - Accent5M. 20% - Accent5 ef % 20% - Accent6M2 20% - Accent6  ef % 40% - Accent1M 40% - Accent1 L % 40% - Accent2M# 40% - Accent2 L渷 % 40% - Accent3M' 40% - Accent3 L % 40% - Accent4M+ 40% - Accent4 L % 40% - Accent5M/ 40% - Accent5 L % 40% - Accent6M3 40% - Accent6  Lմ % 60% - Accent1M 60% - Accent1 23 % 60% - Accent2M$ 60% - Accent2 23ږ % 60% - Accent3M( 60% - Accent3 23כ % 60% - Accent4M, 60% - Accent4 23 % 60% - Accent5M0 60% - Accent5 23 %! 60% - Accent6M4 60% - Accent6  23 % "Accent1AAccent1 O % #Accent2A!Accent2 PM % $Accent3A%Accent3 Y % %Accent4A)Accent4 d % &Accent5A-Accent5 K % 'Accent6A1Accent6  F %(Bad9Bad  %) Calculation Calculation  }% * Check Cell Check Cell  %????????? ???+ Comma,( Comma [0]-&Currency.. 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Warning Text %XTableStyleMedium9PivotStyleLight16`Q<13pw02es  ;8fffP0@ZR3 A@@  uWNumberAmountTotalArt(1)(2)(3)(4)(5)(6)(7)(8)(9)(10)(11)(12)(13)(14)(15)(16)(17)(18)(19)(20)(21)(22)(23)(24)(25)(26)(27)(28)(29)(30)(31)(32)(33)(34)(35)(36)(37)(38)(39)(40)(41)(42)(43)(44)Debts and mortgages Net worthPersonal residenceOther real estateClosely held stockCorporate and foreign bonds Bond fundsMortgages and notesCash value life insurance Other assets Farm assets Publicly traded stockNoncorporate business assetsRetirement assets State and local government bonds9[1] Includes individuals with zero or negative net worth.Size of net worthDiversified mutual funds5Brief definitions are included in each column header.<Additional data information, including expanded definitions. Federal bonds Cash assetsPrivate equity and hedge fundsOther limited partnershipsTotal assets [2]K[2] Total assets is the sum of all assets owned by the individual before subtracting debts, mortgages, and liens owed to others. It differes from gross assets, which is a Federal estate tax concept of wealth, in that it includes the cash value of life insurance instead of the full face value of life insurance minus indebtedness.Unallocated investments(45)(46)Under $5 million [1]$5 million under $10 million$10 million under $20 million$20 million under $50 million$50 million or moreof dollars.] K[All figures are estimates based on samples--money amounts are in millions ^Table 2. Personal Wealth 2013: Male Top Wealth Holders, Type of Property by Size of Net WorthOSource: IRS, Statistics of Income Division, August 2017. Revised January 2018.qNOTES: Includes filers with Gross Assets of $5.25 million or more. Details may not add to totals due to rounding.Z,4 d4D4w45?5w5W6679ccB G ;Lq_  dMbP?_*+% *&?'?(?)?MCanon iR3235/iR3245 PCL5eZ  odXLetterCanon 9Canon iR3235/iR3245 PCL5eddd      d d d d dd    dd@@d  d  d dd d"edd !',  )ddd      !"#$%&'()*-./089:1234567>?@ABKLd!!d     d !"#$%&'()*+,-/dA     Ad      d@8 o @*/ o @*/ AXXd2 Arial\SRGBCO~1.ICM\SRGBCO~1.ICM\SRGBCO~1.ICM CONFIDENTIALCONFIDENTIALHArialDefault Settings @ I "I??&U} @} #@}  @}  @}  @}  @} / @} 0$ @22I@2222@ 2B2B2B2B 2A 2B 2B 2B 2A2B2B:@@ \T] ^S^ ^R^ _B_FFFFFFF `C``GGGGGGGDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDD- d@e bHb b0b b1b b2 b  b3 b  b4 b b;b b>b bDb b5b b6b bAb jJk bEb b7b  b8!b "b<#b $b:%b &bF'b (bG)b *b=+b ,b-b .n9 /o@0hfgcccccccccccccccccccccccclmcccccccccccccccccccl@0 fg H H H H H H H  H  H  H  H  H H H H H H H H H H H H H H H H H H H  H !H "H #H $H %H &H 'H (H )H *H +H ,H -H .H /I 0JE1 hi K K K K K K K  K  K  K  K  K K K K K K K K K K K K K K K K K K K!  K" !K# "K$ #K% $K& %K' &K( 'K) (K* )K+ *K, +K- ,K. -K/ .KK /LL 0JE1 N U MAM"%Mh\AMAMAMf(MHAM AMq AMxAM`AM=(MAMx&AMAMPv AM@Mm@M0@M`@M}@Mm@MAM@M @M@@MAMAAML@MhyAMAM@MAM@AM M@MAM@M @M@M(AMUAMAM@M @MAN.A/ 0O XM V Pp@PAP @P@Pp@P0a APg@P@P@P`6@P@@PP@P@A@P@PI@P@Q@Pv@P@P@P@P@P@P@P@P@P@@P@@P@@P@P@c@P@P@P@@PR@P<@P@Pp~@Py@P@P @PH@P@Ppw@PF@RF@/ 0@ XN V$ PAP*RP7AP#@PA Pfff掋3A PAP @P@PXAP0@P@PHAPAPP@P@P@P-@P P@P@P w@P$@P$@Ps@P @P@P!AP@P=@P@P@P@P@P`@P-@P@P@P>@P\@P@@PAP\ APt@P@PHqAR@@/ 0@ XO V P`@P)AP@ @P`g@P`@P$(AP@P`@P@P@P@4@P~@P@@P AP@P@P@P1@P@8@P@P@PL@P @P@P @Pr@P@P @Pt@P~@P@@Pʮ@P s@PW@P@P@@P,@PI@P@w@P{@P@P&@P)@P>@PG@RC@/ 0@ XP V P@P'APN@P@P@PF,+P@P`@P@@P@P@PpAP@7@PHXAP@P@P@P_@PG@P@P@P0@P&@P@P@PH@Px@P @P"@P@A@PK@P0@P@P@Pή@PX@Ph@P@P @P @@Pq@P@P#@P=@P@R@/ 0O YQWS(@S`3AS;@S@S(@SIS4@S@L@Sj@S@S¶@S`pAS3@S AS@S 5@S@S@Sl@S@S@S@S@Sl@S@S|@S@SЛ@S@S@SD@S@S@S8AS@S@S@S@S@S@S0@Sr@S>@S@SM@S@T@/0@ a?`aCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCC- [I[ [V[ ZUZ*h(rDl@@V@@@rbJ(    T` X?Kp ]4@ 13DEk y<zTotal assets The sum of all assets owned by the individual before subtracting debts, mortgages, and liens owed to others.<D yr  T X?Kj ]4@  @A0} V <Debts and mortgages Includes mortgages, liens, and other debts of the individual. This category should not be confused with "Mortgages and notes", an asset category which represents money owed to the individual. <w  T X?K Q]4@ aнm;Fbeϋ T <UNet worth This wealth concept is defined as total assets minus debts and mortgages. < > iS T  T X?   ]4@ 8PˣaPGs1|39 <Personal residence This asset category includes real estate listed on the Federal estate tax return as the primary residence. At most, one piece of residential property per individual is included in this asset category. <v a  T  X? K  ]4@ {ȫL <Other real estate This asset category includes commercial property, farm land and undeveloped land, real estate mutual funds (REITs), real estate partnerships, and residential property other than the personal residence.<]d>2  TP X? K ]4@ -MMm3Ip[  <Closely held stock This asset category includes the total value of stock in closely held corporations. Closely held corporations are those whose ownership is concentrated among a relatively small numbers of owners, and whose stock is not traded publicly. < f    T X?P ]4@ xksK'N  <Publicly traded stock This asset category includes publicly traded shares issued by domestic corporations and foreign businesses (including American Depository Receipts), and mutual funds that are solely or primarily composed of these shares. < {8   T X?/ ]4@ c7_`lG&'x   <State and local government bonds This asset category includes debt securities issued by state and local municipalities. These bonds are often exempt from Federal and state income taxes. Also includes mutual funds that are solely or primarily composed of these bonds. < !p      T X?K]4 @ a1=je9N4CH9='  <Federal savings bonds Includes all savings bonds issued by the U.S. Department of the Treasury, including Series E, EE, F, G, H, HH, I, and J. < }=    T X?K ]4 @ 7tF+#Bn  <Corporate and foreign bonds This asset category includes debt securities issued by businesses and all bonds issued by foreign governments. Also includes mutual funds that are solely or primarily composed of these bonds. <     T@ X?K ]4 @ ; MN{{F' <Bond funds This asset category includes mutual funds composed of a variety of different types of bonds. Also includes mutual funds that could be identified as being composed of bonds, but for which a primary bond type could not be determined. <( Q M   Tp X?K ]4 @ s4ĐLFg^  <Diversified mutual funds This asset category includes mutual funds that are broadly composed of a variety of different kinds of investment instruments. Also includes mutual funds whose asset composition could not be determined. <     T X? !d 0]4@ UN2WHGK  <Cash assets This asset category includes all liquid assets, such as actual cash, bank accounts, certificates of deposit (CDs), money market accounts, such as Money Market Deposit Accounts (MMDAs) and Money Market Mutual Funds (MMMFs), and call and sweep accounts held in a brokerage. < E ^   Tб X?K" ]4@ [8Ί{3Iy  <Mortgages and notes This asset category includes money owed to the individual through arrangements such as personal loans made to a business or another individual. Also includes claims, settlements, and judgments owed to the individual. < ~' <  T X?!K$%]4@ j{HaFqt  <Cash value life insurance This is the value of the cash account feature of a whole life insurance policy, which is funded by a portion of the premium payments and grows over time. <  =2  T0 X?#K& ]4@ hT-\KQ~usH . </Noncorporate business assets This asset category includes non-farm business assets used in an enterprise owned by the decedent. Common business entity types included in this category are sole proprietorships, general partnerships and limited liability companies (LLCs). Excludes limited partnerships. < /- .  T` X?%K( ]4@  M ƃD{kv ) <*Farm assets This asset category includes all assets used in conjunction with a farm or agricultural business, as well as incorporated farms, farm partnerships, and farm sole proprietorships. Farm land is not included in this category, but is instead included in the "Other real estate" category. < E A( )=2  T X?)K,]4@ up6b)C " <#Other limited partnerships This asset category includes the value of all limited partnerships except private equity and hedge funds, which are included in the "Private equity and hedge funds" asset category, and those organized as farms, which are included in the "Farm assets" category. < ! "=2  T X?+K.E ]4@ Yj"dm@tT  <Retirement assets This asset category includes annuities, assets held in defined contribution plans, such as individual retirement accounts (IRAs) and 401Ks, and the taxable portion of survivor benefits from defined benefit plans, such as traditional employer pensions. < g   T X?-K/]4@ 2Efm g <hArt This asset category includes items such as paintings, sculptures, busts, engravings, and etchings. < f g=2  T  X?/K2]4@ =QED5"4  <Other assets This asset categroy includes depletable and intangible assets and assets for which another category could not be assigned. < . :    TP X?' + ]4@ IWE.KF@ 7<8Private equity and hedge funds This asset category includes both private equity funds and hedge funds. Usually structured as limited partnerships, these private investment funds are typically open to a limited range of professional and wealthy investors and pay performance fees to their investment managers. < M7Q~~  < X?  ]4@ `w AvcYl <Unallocated Investments This asset category includes investments in financial assets that could not be allocated to a specific category. <9bgraub00bgraub00bgraub00bgraub00 bgraub00 bgraub00bgraub00bgraub00 bgraub00 bgraub00 bgraub00 bgraub00bgraub00bgraub00bgraub00 bgraub00"bgraub00$bgraub00&bgraub00(bgraub00*bgraub00,bgraub00.bgraub00><daubuA  !./ !"#$%()*+,-&'   7TyK =Additional data information, including expanded definitions.yK http://www.irs.gov/taxstats/indtaxstats/article/0,,id=206384,00.htmlyX;H,]ą'czyK =Additional data information, including expanded definitions.yK https://www.irs.gov/uac/soi-tax-stats-personal-wealth-study-data-source-and-limitationsyX;H,]ą'cggD Oh+'0HPh Martha EllerDepartment of TreasuryMicrosoft Excel@L@@4 ՜.+,D՜.+,X PXx  Statistics of Income  13pw02es'13pw02es'!Print_Titles  Worksheets Named Ranges 8@ _PID_HLINKSA ;2Xhttps://www.irs.gov/uac/soi-tax-stats-personal-wealth-study-data-source-and-limitations_Ehttp://www.irs.gov/taxstats/indtaxstats/article/0,,id=206384,00.html  !"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIKLMNOPQSTUVWXY\]_`abcdefghijmRoot Entry F0ĔTlWorkbookpSummaryInformation(JDocumentSummaryInformation8RMsoDataStore@zT0ĔTKMTDUS5AIR==2@zT0ĔTItem ^PropertiesSAYYAGP1TSY==2 @zT0ĔTItem  Properties This value indicates the number of saves or revisions. 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