2018-11-15T10:49:58-06:00 2017-12-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2017-01-01 263537678 AIR ZOO LEGACY FOUNDATION AIRZ 2693826555 6151 PORTAGE ROAD PORTAGE MI 49002 JON BOWERS PRESIDENT 2693826555 2018-11-13 1 JAMES G THOMPSON CPA P00053844 2695674500 2018-11-13 67.59.56.32 2018-11-13 12:48:16 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8E83D8C0533C91088CCD74402BF58C42BE95978D 2017 2019-02-21 02:37:17Z JON BOWERS 6151 PORTAGE ROAD PORTAGE MI 49002 14010605 0 X WWW.AIRZOO.ORG X 2008 DE THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE AIR ZOO. 5 5 0 5 0 0 387543 815830 0 0 687920 1432091 0 0 1075463 2247921 2086956 2652776 0 0 0 0 0 0 0 208352 228276 2295308 2881052 -1219845 -633131 45064856 50725989 292028 225673 44772828 50500316 THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE AIR ZOO. 0 0 2652776 2652776 THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE KALAMAZOO AVIATION HISTORY MUSEUM (AIR ZOO). 2652776 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 MI X NATE MELVIN 2693826555 6151 PORTAGE ROAD PORTAGE MI 49002 JON BOWERS PRESIDENT 1.00 1.00 X X 0 0 0 PRESTON S PARISH VICE PRESIDENT 1.00 1.00 X X 0 0 0 RONALD N KILGORE SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 WILLIAM B MILLARD TRUSTEE 1.00 0.00 X 0 0 0 BARBARA L JAMES TRUSTEE 1.00 0.00 X 0 0 0 NATHAN MELVIN EXECUTIVE DIRECTOR 5.00 40.00 X 0 65117 2656 0 65117 2656 0 0 0 0 WILLIAM BLAIR & COMPANY LLC 222 WEST ADAMS STREET 14TH FLOOR CHICAGO IL 606069547 INVESTMENT MANAGEMENT 171586 1 815830 182000 815830 684454 684454 12510321 11762684 747637 747637 747637 2247921 0 0 1432091 2652776 2652776 225350 225350 FOREIGN TAXES 2723 2723 203 203 2881052 2652776 228276 0 322613 4113 2646725 2486100 0 95950 16283 7711 32577215 40606079 9066020 7308036 436000 218000 45064856 50725989 291238 214176 790 11497 292028 225673 X 52669 58851 8426115 14147421 36294044 36294044 44772828 50500316 45064856 50725989 -633131 6360619 0 X X 0 1 X 1 0 X X X 1 THE KALAMAZOO AVIATION HISTORY MUSEUM 382144402 10 1 2470776 182000 1 2470776 182000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G (VI) AMOUNT OF OTHER SUPPORT: THE AIR ZOO LEGACY FOUNDATION TRANSFERRED A DONATED AIRCRAFT TO THE KALAMAZOO AVIATION HISTORY MUSEUM. 44261804 7786555 1943309 53487 50051563 44022572 2014004 1725008 49764 44261804 44591581 1000 1362137 1880900 51246 44022572 41881400 4337737 1579120 48436 44591581 36280975 7414397 1629060 184912 41881400 0.72510 0.27490 0 0 0 CHARTWELL FUNDS - BERWYN INCOME FUND 4726894 F VANGUARD FTSE ALL - WORLD EX-US ETF 2581142 F 7308036 DUE TO AFFILIATE 11497 11497 X PART V, LINE 4: THE ENDOWMENT FUND INCOME IS USED IN THE MANNER DIRECTED BY THE DONORS WHEN THE FUND WAS ESTABLISHED, TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE KALAMAZOO AVIATION HISTORY MUSEUM (AIR ZOO). PART X, LINE 2: THE MUSEUM AND THE AIR ZOO LEGACY FOUNDATION ARE BOTH NOT-FOR-PROFIT CORPORATIONS AND ARE EXEMPT FROM INCOME TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE MUSEUM AND RECOGNIZE A TAX LIABILITY IF THE MUSEUM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. 0 THE KALAMAZOO AVIATION HISTORY MUSEUM 6151 PORTAGE ROAD PORTAGE MI 49002 382144402 501(C)(3) 2470776 182000 APPRAISAL AIRCRAFT DONATION TO SUPPORT THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES. 1 0 X 1 182000 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 RONALD N. KILGORE AND BARBARA JAMES HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 RONALD N. KILGORE AND JON BOWERS HAVE A BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS THE KALAMAZOO AVIATION HISTORY MUSEUM. FORM 990, PART VI, SECTION A, LINE 7A THE KALAMAZOO AVIATION HISTORY MUSEUM, THE SOLE MEMBER, HAS THE ABILITY TO APPOINT AND REPLACE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE KALAMAZOO AVIATION HISTORY MUSEUM, THE SOLE MEMBER, HAS THE POWER TO REMOVE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED BY THE FULL BOARD PRIOR TO FILING THE 990. DUE TO THE TIMING OF THE BOARD MEETINGS, THE 990 IS DISCUSSED AFTER THE FORM IS FILED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS OPEN TO PUBLIC INSPECTION ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS SINCE THE PRIOR YEAR. THE KALAMAZOO AVIATION HISTORY MUSEUM 6151 PORTAGE ROAD PORTAGE MI 49002 382144402 AVIATION MUSEUM MI 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 KALAMAZOO AVIATION HISTORY MUSEUM B 2470776 CASH KALAMAZOO AVIATION HISTORY MUSEUM S 182000 APPRAISAL