ࡱ> [kZ ZO\pBarnes Aaron A Ba== P8X@"1Arial1Arial1Arial1Arial1Arial1Arial1Arial1Arial1 Arial1Arial1QTahoma1QTahoma1QArial1QArial1 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@@ "8 " 1"<@ @ 1"<@@  ,@   ,@  (    ,@   ,@  ,@ 7   ,@7   ,  !<@  ,  !<@  ,  !<@7   , 7  ( (   ! a!` ) 8@ 8@ )8@   8@ 8 @ 8 8 8 8 8@ @ 8@@ 8@ @  ||ö́M}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\);_(*}<}Q400\);_(*4;_(}<}R400\);_(*4;_(}(}S400\);_(*}(}T400\);_(*}(}U400\);_(*}<}V400\);_(*4;_(}<}W400\);_(*4;_(}(}X400\);_(*}(}Y400\);_(*}(}Z400\);_(*}(}[400\);_(* 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 % $Accent3A%Accent3 Y % %Accent4A)Accent4 d % &Accent5A-Accent5 K % 'Accent6A1Accent6  F %(Bad9Bad  %) Calculation Calculation  }% * Check Cell Check Cell  %????????? ???+ Comma,( Comma [0]-&Currency.. Currency [0]/Explanatory TextG5Explanatory Text %0 : Followed Hyperlink 1Good;Good  a%2 Heading 1G Heading 1 I}%O3 Heading 2G Heading 2 I}%?4 Heading 3G Heading 3 I}%235 Heading 49 Heading 4 I}%6( Hyperlink 7InputuInput ̙ ??v% 8 Linked CellK Linked Cell }% 9NeutralANeutral  e%"Normal :Noteb Note   ;OutputwOutput  ???%????????? ???<$Percent =Title1Title I}% >TotalMTotal %OO? Warning Text? Warning Text %XTableStyleMedium9PivotStyleLight16`<16pw05es  ;5fvf`@@ZR3 A@@  RWNumberAmountTotalArt(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 bondsDiversified mutual funds5Brief definitions are included in each column header.<Additional data information, including expanded definitions. Federal bonds Cash assetsPrivate equity and hedge fundsOther limited partnershipsAgeUnder 50 50 under 60 60 under 70 70 under 80 80 under 90 90 and olderTotal assets [1]Unallocated investments(45)(46)2Note: Detail may not add to total due to rounding.millions of dollars.] C[All figures are estimates based on samples--money amounts are in Table 5. Personal Wealth 2016: Female Top Wealth Holders with Gross Assets of $5.45 Million or More, Type of Property by Age of Wealth Holder[1] Total assets is the sum of all assets owned by the individual before subtracting debts, mortgages, and liens owed to others. It differs 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. Estates with combined gross assets and prior taxable gifts exceeding $5.45 million are required to file in 2016.MSource: IRS, Statistics of Income Division, Personal Wealth Study, May 2021.Z4 84Dk4w445K5W5678ccB ZO >^  dMbP?_*+% *&?'?(?)?MnMicrosoft Office Document Imag/dLetterwidm"I??&U} @} @}  @}  @}  @}  @} / @} 0$ @22 @2222@ 2@2@22 2P 2 2 2 22P2.A.A. \T] ^S^ ^R^ _@_DDDDDDD `A``EEEEEEECCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCC- fFg bMb b0b b1b b2 b  b3 b  b4 b b;b b>b bBb b5b b6b b?b bNb bCb b7b  b8!b "b<#b $b:%b &bD'b (bE)b *b=+b ,b-b .l9 /mF0hhicccccccccccccccccccccccccccccccccccccccccccccnF0 hi G G G G G G G  G  G  G  G  G G G G G G G G G G G G G G G G G G G  G !G "G #G $G %G &G 'G (G )G *G +G ,G -G .G /H 0IJ1 jk K K K K K K K  K  K  K  K  K K K K K K K K K K K K K K K K K K K!  K" !K# "K$ #K% $K& %K' &K( 'K) (K* )K+ *K, +K- ,K. -L/ .KO /LP 0IJ1 N U~ MA MٮJA~ M`A MgA~ MA M|?|IA~ MA Mh|; A~ Mp!A MDlgA~ M@ MK7A~ M8 A Mrh/(A MpAMJMP@ M[@~ M@ M$%_@$ Mp@MwصMIAMkM@ MK7yk@~ MA Mʡ<A~ Mp@ ML7A.@~ M@ !M)\@~ "Mp@ #Mn]A~ $M@@ %Mv@~ &M$@ 'Mn@~ (MO@ )MO$g@~ *Mh&A +M'1' A~ ,M`n@ -M%@~ .M(A /Noj @ 0O VG W Q@Q[NQ@ Qv@~ Q@ Q| !A~ Q@ Q"F@~ Q@G@ Q@~ Q@ Q@~ Q@ QEA$ Qd@QbQ%@Q_%AQ%@ QV-"@~ Q@ QV @~ Qc@ Qq= sz@~ Q@ QM@~ Q@ Qt@~ Qz@ Qߗ@~ Q@ !QX9HL@$ "Q @QUAQ@Q5AQv@& 'QʡE&x@~ (QS@ )Q P@ *Q>@Q8=Q@, -Q7A`tp@~ .Q`@ /RjtXs@ 0F VH W~ Q"@ Qrhб(A~ Q@ QPnZh@~ Q"@ QF󽍾'A~ Q@ Qn@~ Q@ Q@~ Q@ QMq@~ Qv@ QDl-A~ Q@ Qs@~ Q,@ Qx@~ Q@@ QlY@~ Q(@ Q"G@~ Q@@ QS4@~ Q@ Q}?5^z"@~ Q`~@ QX9z@~ QB@ QV-J@~ QM@ !Q:@~ "Q@@ #QA`z@~ $Q;@ %Q%@~ &Q+@ 'Qrh >@~ (Q@@ )Qjt;@~ *QU@ +Q!rh1@~ ,Q@ -Q1@ .Q@Re/ 0F VI W~ Q@ QS%6*A~ Q@ Q"V}@~ Q@ Q9ȶ(A~ Q@@ Q^I @~ Q@ QO@~ QU@ Q?5^@~ Q 3@ QV-qA~ Q@"@ Q)\±@~ Q@ Q.@~ Q@ QK7IH@~ Qr@ Q"@~ Q`]@ QZd;߯Q@~ Ql@ Qy&1@~ Q@ QSe@~ Q@ Q`"@~ Qq@ !QO@~ "Q@ #Q#@~ $Q8@ %QZd;#@~ &Q@ 'QV-@~ (Q@Q@ )Q&1 E@~ *Q@ +Q;3@~ ,Q@ -Qx&@~ .Q@ /RMbX@ 0F VJ W~ Q`@ Ql;R"A~ Q@ QCla@ Q`@Q Q`[@ Qx@~ Qv@ QV-5@ Q@QױQ`@ Q|?5@.@~ Q@ Q ףp@~ Q@ Q(\"2@~ Q@ Qjt3L@~ Q@ Q-g=@~ Q\@ QB`"@~ Q@ QPnB@~ Q`@ Qjt@b@~ Q@ Qv@~ QĹ@ !Qjt@~ "Q+@ #Qn@~ $QK@ %Q@~ &Q@ 'Q{G%@~ (QP@ )Q &@~ *Q^@ +Qx&@~ ,Q3@ -Qv@~ .Q`)@ /RR{@ 0F XKY~ Q@Q/]A~ Qf@Qh|_@~ Q@QMb 1A~ Q@ Q?5^I>@~  QF@ Q~jL]@~  Q@ QʡE@~ Q@@Qsh@~ Q@QZd;# @~ QO@Q-oA@~ Q@Qjt@~ Q@Q 8@~ Q@7@QwOǺ@~ Q@Q#~e@~ QY@Q+~@~ Q@Q= ף@~  Q)@!Qx@~ "Q@#Qp= @~ $Q@%QV- @~ &Q@'QjtXp@~ (Q'@)Q"n@~ *Q@+Q/MJ@~ ,QA@-Q|?U@~ .Q@@/R%Ͽ@0O ZL[~ S@SMbfLA~ S|@SF@~ S@S~jA~ S@ Snp@~  S@ SNbXI7@~  S$@ S\@~ S/@S w@~ Sf@S(\@~ S@SjtF@~ S@SM⾥@S@SE@SӸ@SƋ@~ S@S r@~ Sd@S R@~ S@Sx&_@~  S~@!SX9&u@~ "S.@#S2w@~ $SP@%S/$@~ &Sh@'S`"[@~ (S@)SX9h[@~ *S[@+Sp= @~ ,S@@-SʡE6>@~ .SV@/T~j4>@0F dU`dBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB- aQ`aBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB- eVe*ph(rDlrrhP(    T X?" D]4@ )_HD,s y<zTotal assets The sum of all assets owned by the individual before subtracting debts, mortgages, and liens owed to others.<D yr  Z X!sF?" "]4@ m<⯎AVIv <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. < 3  T X?" ,]4@ 8-LBJ=V T <UNet worth This wealth concept is defined as total assets minus debts and mortgages. < > iS T  T X?  % "]4@ -/OO ṏ <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. <  ha  T( X? "d ]4@ Bw+@џJE\R <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  T X? " "]4@ YZaL$h?  <Closely held stock This asset category includes the total value of stock in closely held corporations. Closely held corporations are those whose ownership is concentrated among a relatively small numbers of owners, and whose stock is not traded publicly. < f     TH X?" "]4@ V!ANM^q  <Publicly traded stock This asset category includes publicly traded shares issued by domestic corporations and foreign businesses (including American Depository Receipts), and mutual funds that are solely or primarily composed of these shares. < { 8   Tx X?" "]4@ 0=D'   <State and local government bonds This asset category includes debt securities issued by state and local municipalities. These bonds are often exempt from Federal and state income taxes. Also includes mutual funds that are solely or primarily composed of these bonds. < ! p      T X?""]4 @ *Kg  7<8Private equity and hedge funds This asset category includes both private equity funds and hedge funds. Usually structured as limited partnerships, these private investment funds are typically open to a limited range of professional and wealthy investors and pay performance fees to their investment managers. <  M7Q~~  <C X?K9 3]4@ smѧ B,Rw <Unallocated Investments This asset category includes investments in financial assets that could not be allocated to a specific category. < 9bgraub00bgraub00bgraub00bgraub00 bgraub00 bgraub00bgraub00bgraub00 bgraub00 bgraub00 bgraub00 bgraub00bgraub00bgraub00bgraub00 bgraub00"bgraub00$bgraub00&bgraub00(bgraub00*bgraub00,bgraub00.bgraub00><daubuA  ./ !"#$%()*+,-&'   7TyK =Additional data information, including expanded definitions.yK http://www.irs.gov/taxstats/indtaxstats/article/0,,id=206384,00.htmlyX;H,]ą'czyK =Additional data information, including expanded definitions.yK https://www.irs.gov/uac/soi-tax-stats-personal-wealth-study-data-source-and-limitationsyX;H,]ą'cggD Oh+'0HPh Martha EllerBarnes Aaron AMicrosoft Excel@L@@߂@ ՜.+,D՜.+,X PXx  Statistics of Income  16pw05es'16pw05es'!Print_Titles  Worksheets Named Ranges 8@ _PID_HLINKSA ;2Xhttps://www.irs.gov/uac/soi-tax-stats-personal-wealth-study-data-source-and-limitations_Ehttp://www.irs.gov/taxstats/indtaxstats/article/0,,id=206384,00.html  !"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIKLMNOPQSTUVWXY\]_`abcdefghijmRoot Entry FDRlWorkbookSummaryInformation(JDocumentSummaryInformation8RMsoDataStoreDRDRQ0CMBUCOXJEHA4S==2DRDRItem ^Properties3CLKOOQNA==2 DRDRItem  Properties This value indicates the number of saves or revisions. The application is responsible for updating this value after each revision.  DocumentLibraryFormDocumentLibraryFormDocumentLibraryForm