WARBIRD HERITAGE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WARBIRD HERITAGE FOUNDATION (EIN 20-0467807)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201303169349100910
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T11:54:15-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363331376 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER M RUB CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 N DEARBORN ST 504 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606023958 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200467807 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARBIRD HERITAGE FOUNDATION CO PAUL WOOD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WARB | NameControl |
| Phone | 8472347833 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 MAYFLOWER RD | AddressLine1 |
| City | LAKE FOREST | City |
| State | IL | State |
| ZIP Code | 60045 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL R WOOD | Name |
| Title | PRESIDENT | Title |
| Phone | 8472347833 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER M RUB | Name |
| PTIN | P01060576 | PTIN |
| Phone | 3123722268 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2334921 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 705150 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 10 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 10 | InterestOnSavingsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 123435 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 828595 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 34239 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 106060 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 14512 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1431 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8114 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 86475 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 178549 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 0 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 5365 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 1441 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 0 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 468734 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 904920 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 904920 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -76325 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 6630 | CashBOY |
| Cash EOY | 15060 | CashEOY |
| Cash EOYFMV | 15060 | CashEOYFMV |
| Accounts Receivable | 28044 | AccountsReceivable |
| Accounts Receivable BOY | 24475 | AccountsReceivableBOY |
| Accounts Receivable EOY | 28044 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 28044 | AccountsReceivableEOYFMV |
| Land Building And Equipment Basis | 3861335 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 3797448 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 149962 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 63887 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2291817 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 181067 | TotalAssetsBOY |
| Total Assets EOY | 106991 | TotalAssetsEOY |
| Total Assets EOYFMV | 2334921 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 12343 | AccountsPayableBOY |
| Accounts Payable EOY | 12948 | AccountsPayableEOY |
| Other Liabilities BOY | 377 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 2021 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 12720 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14969 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 168347 | RetainedEarningsBOY |
| Retained Earnings EOY | 92022 | RetainedEarningsEOY |
| Total Net Assets BOY | 168347 | TotalNetAssetsBOY |
| Total Net Assets EOY | 92022 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 181067 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 106991 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 168347 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -76325 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 92022 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 92022 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 0 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 0 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.000000 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 0 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.000000 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 0 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 0 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.000000 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 0 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.000000 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 0 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.000000 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.000000 | TotalDistributionRatio |
| Average Distribution Ratio | 0.000000 | AverageDistributionRatio |
| Adjusted Noncharitable Assets | 0 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 0 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | HTTP://WWW.WARBIRDHERITAGEFOUNDATION.ORG/ | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL R WOOD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8472347833 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 MAYFLOWER ROAD | AddressLine1 |
| City | LAKE FOREST | City |
| State | IL | State |
| ZIP Code | 60045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PAUL R WOOD | ||||||||
| 191 N MAYFLOWER ROAD | LAKE FOREST | IL | 60045 | PRESIDENT | 20.00 | 0 | 0 | 0 |
| CORINNE G WOOD | ||||||||
| 191 N MAYFLOWER ROAD | LAKE FOREST | IL | 60045 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| HERWIG SCHMIDTS | ||||||||
| 20570 DEERPATH ROAD | DEER PARK | IL | 60010 | DIRECTOR | 10.00 | 22969 | 0 | 0 |
| DAVID STAFFELDT | ||||||||
| 8547 272ND AVE | SALEM | WI | 53168 | DIRECTOR | 10.00 | 11270 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| SEAN ROARTY | 5204 SOLOMON COURT APT B | GURNEE | IL | 60031 | MECHANIC | 40.00 | 63030 | 0 | 0 |
| MIKE FAIR | 2861 HARRISBURG CT | LINDENHURST | IL | 60046 | MECHANIC | 40.00 | 43030 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 1 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ACTIVITIES OF THE FOUNDATION INCLUDE PROVIDING MUSEUM TOURS TO VARIOUS CHARITABLE AND EDUCATIONAL GROUPS, AND CONDUCTING PUBLIC EXHIBITIONS OF HISTORIC AIRCRAFT. | Description1 |
| Expenses1 | 904680 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 0 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 0 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2004-07-26 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 3716022 | CurrentYear |
| Year1 | 3715622 | Year1 |
| Year2 | 3693843 | Year2 |
| Year3 | 3561304 | Year3 |
| Total | 14686791 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 3716022 | CurrentYear |
| Year1 | 3715622 | Year1 |
| Year2 | 3693843 | Year2 |
| Year3 | 3561304 | Year3 |
| Total | 14686791 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL R WOOD | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | PAUL R WOOD | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 MAYFLOWER RD | AddressLine1 |
| City | LAKE FOREST | City |
| State | IL | State |
| ZIP Code | 60045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8472347833 | RecipientPhoneNumber |
| Form And Info And Materials | NONE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 0 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AIRSHOWS | Description |
| Business Code | 713990 | BusinessCode |
| Related Or Exempt Function Income | 83435 | RelatedOrExemptFunctionIncome |
Fees Contracts From Govt Agencies FeesContractsFromGovtAgencies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900002 | BusinessCode |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $40,000 | ExclusionAmount |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $10 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $40,010 | ExclusionAmount |
| Related Or Exempt Function Income | 83435 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 123445 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumber |
| Relationship Statement | THE FOUNDATION ACQUIRES, RESTORES, DISPLAYS AND DEMONSTRATES VARIOUS ANTIQUE AIRCRAFT OF HISTORIC MILITARY SIGNIFICANCE IN ORDER TO INCREASE PUBLIC KNOWLEDGE AND AWARENESS OF UNIQUE AND LEGENDARY AIRCRAFT AND THE HISTORIC RELEVANCE THAT SUCH AIRCRAFT HOLD IN THE UNITED STATES AND WORLD MILITARY AVIATION HISTORY. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | GRANT FARRELL | 1358 EDGEWOOD RD | LAKE FOREST | IL | 60045 | 4000 | X | |
| 2 | PAUL R WOOD | 191 MAYFLOWER ROAD | LAKE FOREST | IL | 60045 | 525000 | X | |
| 3 | PAUL R WOOD | 191 MAYFLOWER ROAD | LAKE FOREST | IL | 60045 | 162000 | X | |
| 4 | JEFF CLARK | 925 SHERWOOD DRIVE | LAKE BLUFF | IL | 60048 | 6000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 3 | ContributorNumberFromPartI |
| Noncash Property Description | IN-KIND CONTRIBUTION OF AIRPLANE HANGAR | NoncashPropertyDescription |
| Fair Market Value | 162000 | FairMarketValue |
| Date Received | 2012-12-31 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $14,512 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (25 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| AIRCRAFT - 1941 STEARMAN N2-S | 2004-01-01 | 148750 | 78750 | 200DB | 5.000000000000 | 0 | 0 |
| AIRCRAFT - 1951 CESSNA 305A BIRD DOG | 2004-01-01 | 143438 | 75938 | 200DB | 5.000000000000 | 0 | 0 |
| AIRCRAFT - 1955 NORTH AMERICAN T-28B TROJAN | 2004-01-01 | 371875 | 196875 | 200DB | 5.000000000000 | 0 | 0 |
| AIRCRAFT - 1979 AERO VODOCHODY L-39C ALBATROSS | 2004-01-01 | 690625 | 365625 | 200DB | 5.000000000000 | 0 | 0 |
| AIRCRAFT - NORTH AMERICAN T-2B BUCKEYE | 2004-02-15 | 1115625 | 590625 | 200DB | 5.000000000000 | 0 | 0 |
| AIRCRAFT - 1952 NORTH AMERICAN F-86-30 | 2005-08-11 | 333000 | 333000 | 200DB | 5.000000000000 | 0 | 0 |
| AIRCRAFT - NORTH AMERICAN AT-6G | 2006-02-28 | 165000 | 165000 | 200DB | 5.000000000000 | 0 | 0 |
| ENGINE FOR L-39C | 2006-02-07 | 97696 | 97696 | 200DB | 5.000000000000 | 0 | 0 |
| ENGINE FOR L-39C | 2007-12-31 | 144122 | 130315 | 200DB | 5.000000000000 | 13807 | 0 |
| AIRCRAFT - DOUGLAS/GOESSLING A4-B | 2007-11-19 | 275000 | 248655 | 200DB | 5.000000000000 | 26345 | 0 |
| RADIOS FOR F-86 | 2007-02-07 | 16886 | 16652 | 200DB | 5.000000000000 | 234 | 0 |
| MA1-A START CART | 2008-03-02 | 4125 | 1706 | 200DB | 5.000000000000 | 238 | 0 |
| MA1-A START CART | 2008-05-27 | 2500 | 1034 | 200DB | 5.000000000000 | 144 | 0 |
| LAPTOP COMPUTER | 2008-05-02 | 1282 | 530 | 200DB | 5.000000000000 | 74 | 0 |
| 1G-3 EJECTION SEAT FOR A-4 | 2008-06-17 | 22965 | 9498 | 200DB | 5.000000000000 | 1323 | 0 |
| J47 ENGINE FOR F-86 | 2008-09-27 | 15492 | 6407 | 200DB | 5.000000000000 | 892 | 0 |
| NES-12 AUTOMATIC PERSONEL PARACHUTE | 2008-03-10 | 7500 | 3102 | 200DB | 5.000000000000 | 432 | 0 |
| EJECTION SEAT FOR L-39 | 2008-05-15 | 33775 | 13968 | 200DB | 5.000000000000 | 1945 | 0 |
| ENGINE FOR F-86 | 2009-01-27 | 116961 | 41638 | 200DB | 5.000000000000 | 6737 | 0 |
| A-4 EJECTION SYSTEM | 2010-05-11 | 65073 | 35790 | 200DB | 5.000000000000 | 11713 | 0 |
| RADIOS FOR A-4 | 2010-12-01 | 57153 | 24576 | 200DB | 5.000000000000 | 13031 | 0 |
| IL USE TAX ON NORTH AMERICAN AT-6G | 2010-10-11 | 10313 | 4435 | 200DB | 5.000000000000 | 2351 | 0 |
| DODGE TOW TRUCK | 2011-08-09 | 2000 | 400 | 200DB | 5.000000000000 | 640 | 0 |
| 1943 WILLYS JEEP | 2011-09-05 | 19779 | 3956 | 200DB | 5.000000000000 | 6329 | 0 |
| CUB CADET RIDING TRACTOR | 2012-05-15 | 400 | 200DB | 5.000000000000 | 240 | 0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (25 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| AIRCRAFT - 1941 STEARMAN N2-S | 148750 | 148750 | 0 | 82066 |
| AIRCRAFT - 1951 CESSNA 305A BIRD DOG | 143438 | 143438 | 0 | 79135 |
| AIRCRAFT - 1955 NORTH AMERICAN T-28B TROJAN | 371875 | 371875 | 0 | 205164 |
| AIRCRAFT - 1979 AERO VODOCHODY L-39C ALBATROSS | 690625 | 690625 | 0 | 381020 |
| AIRCRAFT - NORTH AMERICAN T-2B BUCKEYE | 1115625 | 1115625 | 0 | 619868 |
| AIRCRAFT - 1952 NORTH AMERICAN F-86-30 | 333000 | 333000 | 0 | 209513 |
| AIRCRAFT - NORTH AMERICAN AT-6G | 165000 | 165000 | 0 | 108625 |
| ENGINE FOR L-39C | 97696 | 97696 | 0 | 30937 |
| ENGINE FOR L-39C | 144122 | 144122 | 0 | 100886 |
| AIRCRAFT - DOUGLAS/GOESSLING A4-B | 275000 | 275000 | 0 | 220000 |
| RADIOS FOR F-86 | 16886 | 16886 | 0 | 7036 |
| MA1-A START CART | 4125 | 4007 | 118 | 2475 |
| MA1-A START CART | 2500 | 2428 | 72 | 1500 |
| LAPTOP COMPUTER | 1282 | 1245 | 37 | |
| 1G-3 EJECTION SEAT FOR A-4 | 22965 | 22304 | 661 | 13779 |
| J47 ENGINE FOR F-86 | 15492 | 15045 | 447 | 9296 |
| NES-12 AUTOMATIC PERSONEL PARACHUTE | 7500 | 7284 | 216 | 1500 |
| EJECTION SEAT FOR L-39 | 33775 | 32801 | 974 | 18013 |
| ENGINE FOR F-86 | 116961 | 106856 | 10105 | 71151 |
| A-4 EJECTION SYSTEM | 65073 | 47503 | 17570 | 56397 |
| RADIOS FOR A-4 | 57153 | 37607 | 19546 | 51200 |
| IL USE TAX ON NORTH AMERICAN AT-6G | 10313 | 6786 | 3527 | 5971 |
| DODGE TOW TRUCK | 2000 | 1040 | 960 | 1433 |
| 1943 WILLYS JEEP | 19779 | 10285 | 9494 | 14505 |
| CUB CADET RIDING TRACTOR | 400 | 240 | 160 | 347 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ORGANIZATIONAL EXPENSES | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (11 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 34 | 0 | 0 |
| PROFESSIONAL CERTIFICATIONS | 325 | 0 | 0 |
| FILING FEES | 110 | 0 | 0 |
| FUEL | 108251 | 0 | 0 |
| MAINTENANCE | 284743 | 0 | 0 |
| SUPPLIES | 32333 | 0 | 0 |
| INSURANCE | 37582 | 0 | 0 |
| REGISTRATION FEES | 15 | 0 | 0 |
| SHIPPING & POSTAGE | 2330 | 0 | 0 |
| MISCELLANEOUS | 358 | 0 | 0 |
| WEBSITE DEVELOPMENT | 2653 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| AIRSHOWS | 83435 | 83435 |
| FEES FROM GOVERNMENT AGENCIES | 40000 | 40000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| PAYROLL LIABILITIES | 377 | 1598 |
| CHASE | 0 | 423 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MISC CONTRACTOR WORK | Category |
| Amount | $1,431 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| GRANT FARRELL | |||
| 1358 EDGEWOOD RD | LAKE FOREST | IL | 60045 |
| PAUL WOOD | |||
| 191 MAYFLOWER RD | LAKE FOREST | IL | 60045 |
| JEFF CLARK | |||
| 925 SHERWOOD DRIVE | LAKE BLUFF | IL | 60048 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | Category |
| Amount | $8,114 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |