2012-10-25T10:42:55-05:00 2011-12-31 454084437 WARREN AVERETT LLC 316 SOUTH BAYLEN ST SUITE 300 PENSACOLA FL 32502 990 2011-01-01 596178237 NAVAL AVIATION MUSEUM FOUNDATION INC NAVA 8504532389 POST OFFICE BOX 33104 PENSACOLA FL 32508 VADM GERALD L HOEWING USN RET 8504532389 2012-09-12 1 MARGARET N 'MCGEE' LORREN P00012084 8504357400 2011 2016-02-24 21:20:13Z VADM GERALD L HOEWING U 1750 RADFORD BOULEVARD SUITE B PENSACOLA FL 32508 27327190 0 X WWW.NAVALAVIATIONMUSEUM.ORG X 1980 FL TO BE THE BEST IN THE WORLD, A SELF-SUSTAINING FOUNDATION THAT ENGAGES AND EDUCATES THE PUBLIC BY SUPPORTING AND PROMOTING THE NATIONAL NAVAL AVIATION EXPERIENCE, NAVAL AVIATION AND AVIATION-INSPIRED EDUCATIONAL PROGRAMS. 60 60 122 17 0 0 8663154 10298751 1569197 1887637 349203 1252375 1052617 908885 11634171 14347648 0 0 0 0 245620 407258 0 0 516943 5871826 7437436 6117446 7844694 5516725 6502954 22358905 25859658 1582591 822651 20776314 25037007 X TO BE THE BEST IN THE WORLD, A SELF-SUSTAINING FOUNDATION THAT ENGAGES AND EDUCATES THE PUBLIC BY SUPPORTING AND PROMOTING THE NATIONAL NAVAL AVIATION MUSEUM EXPERIENCE, NAVAL AVIATION AND AVIATION-INSPIRED EDUCATIONAL PROGRAMS. 0 0 2007553 MUSEUM SUPPORT-CONTRIBUTES TO THE DEVELOPMENT OF EXHIBITS, INCLUDING ARTIFACT REWORK AND MAINTENANCE, AND TO MUSEUM OPERATIONAL REQUIREMENTS. 1918935 NATIONAL FLIGHT ACADEMY UTILIZES NAVAL AVIATION EXPERIENCES AND CONCEPTS TO MOTIVATE YOUNG PEOPLE TO PURSUE THE STUDY OF SCIENCE, TECHNOLOGY, ENGINEERING, MATHMATICS AND AVIATION IN ORDER TO PURSUE CAREERS IN TECHNICAL FIELDS. 900994 982311 THE FILM PROJECT AND IMAX THEATER SERVE THOUSANDS OF VISITORS BY EDUCATING THE PUBLIC ON THE IMPORTANT ROLE OF UNITED STATES NAVAL AVIATION THROUGH FILMS THAT DOCUMENT THE HISTORY OF FLIGHT AND THE HISTORY OF THE "BLUE ANGELS", AS WELL AS OTHER ASPECTS OF THE NAVAL EXPERIENCE. 91960 23673 THE FLIGHT ADVENTURE DECK WILL TAKE A HANDS-ON APPROACH TO TEACHING PRINCIPLES OF MATH AND SCIENCE, WHICH ARE INTEGRAL TO AVIATION, TO APPROXIMATELY 6,000 5TH THROUGH 6TH GRADE STUDENTS. 157817 MEMBERSHIP 888987 266051 DEVELOPMENT 284576 615602 THE FLIGHT SIMULATOR ALLOWS VISITORS AND STUDENTS THE OPPORTUNITY TO EXPERIENCE THE SIMULATION OF ACTUAL FLIGHT TAKE-OFF AND LANDING. THIS EDUCATES AND BUILDS INTEREST IN THE NAVY AND THE MUSEUM. 1423340 905326 6250822 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 22 0 1 122 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 60 60 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X X FRED S SALTER JR 8504532389 NAS PENSACOLA PENSACOLA FL 32508 VADM GERALD L HOEWING USN RET 45.00 X X 146732 0 0 STEPHEN A FLINT 45.00 X X 78375 0 0 CAPT CHARLES E ELLISJR JAGC USNRET 45.00 X X 60320 0 0 ADMIRAL STANLEY R ARTHUR USN RET 1.00 X 0 0 0 DIONEL M AVILES 1.00 X 0 0 0 VICE ADM MICHAEL L BOWMAN USN RET 1.00 X X 0 0 0 REAR ADM JOHN E BOYINGTONJR USNRET 1.00 X 0 0 0 WILLIAM PAT BREWSTER 1.00 X 0 0 0 CHARLES THOMAS BURBAGE 1.00 X 0 0 0 NINA HESS CAMPBELL 1.00 X 0 0 0 CAPT EUGENE A CERNAN USN RET 1.00 X X 0 0 0 PAUL KY CHEN 1.00 X 0 0 0 CHRISTOPHER CHADWICK 1.00 X 0 0 0 THE HONORABLE LACEY A COLLIER 1.00 X 0 0 0 VICE ADM VIVIEN CREA USCG RET 1.00 X 0 0 0 PATRICK J FINNERAN JR 1.00 X X 0 0 0 REAR ADM GEORGE M FURLONG JR USNRET 1.00 X X 0 0 0 H LAWRENCE GARRETT III 1.00 X 0 0 0 WM BRITTON GREENE 1.00 X 0 0 0 HENRY E GONZALES JR 1.00 X 0 0 0 REAR ADM HAROLD E GRANT JAGCUSN RET 1.00 X 0 0 0 COL WALTER P HAVENSTEIN USMC RET 1.00 X 0 0 0 CAPT MORRIS L HAYES USN RET 1.00 X 0 0 0 REAR ADM GARY R JONES USN RET 1.00 X 0 0 0 ADM TIMOTHY J KEATING USN RET 1.00 X 0 0 0 ADM ROBERT J KELLY USN RET 1.00 X 0 0 0 CAPT THOMAS C KING JR USCG RET 1.00 X 0 0 0 RICHARD M KLEBERG III 1.00 X 0 0 0 REAR ADM FREDERICK L LEWIS USN RET 1.00 X 0 0 0 VICE ADM JOHN A LOCKARD USN RET 1.00 X 0 0 0 GENERAL ROBERT MAGNUS USMC RET 1.00 X 0 0 0 VICE ADM MICHAEL D MALONE USN RET 1.00 X 0 0 0 REAR ADM JAMES MASLOWSKI USN RET 1.00 X 0 0 0 VICE ADM WALTER B MASSENBURG USNRET 1.00 X 0 0 0 VICE ADM JOHN J MAZACH USN RET 1.00 X 0 0 0 LT GEN FREDERICK MCCORKLE USMC RET 1.00 X 0 0 0 HONORABLE DAN MCKINNON 1.00 X 0 0 0 J COLLIER MERRILL 1.00 X 0 0 0 HONORABLE JEFF MILLER 1.00 X 0 0 0 ARTHUR D MILTENBERGER 1.00 X 0 0 0 COM W LINCOLN MOSSOP JR USNR RET 1.00 X 0 0 0 ERIC NICKELSEN 1.00 X 0 0 0 GENERAL WILLIAM L NYLAND USMC RET 1.00 X 0 0 0 DAVID ORECK 1.00 X 0 0 0 JAMES W PELLERIN 1.00 X 0 0 0 HONORABLE BJ PENN 1.00 X 0 0 0 MICHAEL PETTERS 1.00 X 0 0 0 LT GEN CHARLES H PITMAN USMC RET 1.00 X 0 0 0 LARRY M POST 1.00 X 0 0 0 VICE ADM WILLIAM E RAMSEY USN RET 1.00 X 0 0 0 DURWOOD W RINGO JR 1.00 X 0 0 0 CAPT E EARLE ROGERS II USN RET 1.00 X X 0 0 0 TIMOTHY RUSSELL 1.00 X 0 0 0 RAY D RUSSENBERGER 1.00 X 0 0 0 ADM LEIGHTON W SMITH USN RET 1.00 X 0 0 0 DR RICH SUGDEN 1.00 X 0 0 0 BOBBY SWITZER 1.00 X 0 0 0 ANDREW C TAYLOR 1.00 X 0 0 0 ALEXIS THOMAS 1.00 X 0 0 0 E DUKE VINCENT 1.00 X 0 0 0 WHF WILTSHIRE ESQ 1.00 X 0 0 0 BARBARA WOODBURY 1.00 X 0 0 0 ADM MARK P FITZGERALD USN RET 1.00 X X 0 0 0 ADM JAMES ZORTMAN USN RET 1.00 X 0 0 0 285427 0 0 2 0 0 0 0 197762 133707 106720 9860562 683038 10298751 IMAX THEATER 512000 982311 982311 SIMULATOR 900099 615602 615602 EDUCATION 900099 289724 289724 1887637 185986 185986 36141 36141 11594973 10528584 1066389 1066389 1066389 537485 133707 195169 342316 342316 2778440 2255789 522651 522651 OTHER INCOME 900099 7777 7777 7777 14347648 1887637 0 2161260 407258 281008 114032 12218 36700 36700 96020 31284 64736 144239 139236 5003 900920 468483 715 431722 179307 148816 27796 2695 89742 61064 25773 2905 206687 178564 28123 92720 73467 18639 614 231616 175066 43030 13520 170114 87120 82994 78133 22904 55229 LEASED EMPLOYEES 1980137 1354647 572221 53269 DIRECT MUSEUM SUPPORT 1930514 1930514 BAD DEBTS 550000 550000 THEATER/SIMULATOR COSTS 456810 456810 293777 291839 1938 7844694 6250822 1076929 516943 1852253 725297 1264250 672412 5949193 8489775 7499 0 633877 610100 23270 113086 1560757 702776 881815 857981 10856313 9710988 890435 4680019 22358905 25859658 1436948 746423 145643 76228 1582591 822651 X 4518629 7693453 10141462 10980546 6116223 6363008 20776314 25037007 22358905 25859658 X 6502954 -2242261 X 0 1 1 X 0 X X 0 0 0 US NAVY 311575142 6 1 1 1 504567 1 504567 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6728715 293229 158728 42642 7138030 5723970 159688 881502 36445 6728715 3335211 1456303 961147 28691 5723970 3157261 205102 27152 3335211 1.00000 0 0 1012415 407538 604877 548342 295238 253104 857981 EQUITIES AND MUTUAL FUNDS 6821016 F MCCARTHY TRUST 1214123 F POOLED INCOME FUND 42569 F CERTIFICATES OF DEPOSIT 679536 F ANNUITIES 953744 F 9710988 CAPITALIZED COST OF NFA 4680019 4680019 14347648 7844694 6502954 -2242261 -2242261 4260693 15060912 -1737694 -1737694 16798606 -2450958 -2450958 14347648 10800219 2955525 2955525 7844694 0 7844694 PART XI, LINE 8 - OTHER ADJUSTMENTS: UNREALIZED GAINS/LOSSES -1,633,830. INCREASE IN INTEREST IN PERPETUAL TRUST AND POOLED INCOME FUND -103,864. TRANSFER TO U.S. NAVY -504,567. TOTAL TO SCHEDULE D, PART XI, LINE 8: -2,242,261. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -2,255,789. SPECIAL EVENTS EXPENSES -195,169. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,255,789. SPECIAL EVENTS EXPENSES 195,169. TRANSFER TO U.S. NAVY 504,567. CONCERTS 345255 345255 33051 GALA 307792 133707 174085 150411 1 18145 18145 11707 671192 133707 537485 195169 195169 342316 X 4 3907 AUCTION X AIRCRAFT RESTORATION 1 679131 FMV 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE NAVAL AVIATION MUSEUM FOUNDATION USES A THIRD PARTY, CHICAGO CAR AUCTION, TO PROCESS AND SELL NON-CASH CONTRIBUTIONS. INDIVIDUAL DONORS CALL A NUMBER TO DONATE THEIR VEHICLE, RV, BOAT, CAMPER, MOTORCYCLE, OR ANYTHING CHICAGO CAR AUCTION CAN TURN INTO CASH. CHICAGO CAR AUCTION IS RESPONSIBLE FOR MAKING ALL ARRANGEMENTS FOR THE ITEM TO BE PICKED UP, CLEANED UP, BROUGHT TO AUCTION AND SOLD. ONCE ITEM IS SOLD, CHICAGO CAR AUCTION RETAINS 25% OF THE SALES PRICE AS AN ADMINISTRATION FEE AND SENDS 75% OF THE SALES PRICE TO THE NAVAL AVIATION MUSEUM FOUNDATION. THE FOUNDATION'S RESPONSIBILITY IS TO SEND AN ACKNOWLEDGEMENT LETTER TO THE DONOR THANKING THEM FOR THE DONATION. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD DELEGATES THE REVIEW OF THE 990 TO THE BOARD COMMITTEE. THE BOARD IS INFORMED THE 990 IS AVAILABLE FOR REVIEW AT THEIR DISCRETION. FORM 990, PART VI, SECTION B, LINE 12C CORPORATE SECRETARY ROUTINELY REVIEWS POTENTIAL CONFLICTS OF INTEREST. IT IS NOT CIRCULATED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 CFO AND BOARD VICE CHAIRMAN SET CEO COMPENSATION USING COMPARABLE DATA AND CONTEMPORANEOUS SUBSTANTIATION. FORM 990, PART VI, SECTION C, LINE 19 ON FILE WITH THE STATE AND AVAILABLE UPON REQUEST FROM THE FOUNDATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: UNREALIZED GAINS/LOSSES -1,633,830. INCREASE IN INTEREST IN PERPETUAL TRUST AND POOLED INCOME FUND -103,864. TRANSFER TO U.S. NAVY -504,567. TOTAL TO FORM 990, PART XI, LINE 5: -2,242,261. NATIONAL FLIGHT ACADEMY INC 1750 RADFORD BOULEVARD SUITE B PENSACOLA FL 32508 596178237 TO OPERATE EXCLUSIVELY TO FURTHER THE PURPOSE OF ITS SOLE MEMBER, THE FL 5559653 13831129 NAVAL AVIATION MUSEUM FOUNDATION INC FOUNDATION MUSEUM SUPPORT INC 1750 RADFORD BOULEVARD SUITE B PENSACOLA FL 32508 596178237 NATIONAL AVIATION MUSEUM FOUNDATION,INC. FL 424602 1335527 NAVAL AVIATION MUSEUM FOUNDATION INC US NAVY 190 RADFORD BLVD PENSACOLA FL 32508 FEDERAL GOVERNMENT UNIT FL GOVERNMENT US GOVERNMENT US NAVY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 US NAVY Q 504567 FMV