Military Beech 18 Heritage Foundation in Maple Valley, Washington (WA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
Military Beech 18 Heritage Foundation | |
Employer Identification Number (EIN) | 264170877 |
Name of Organization | Military Beech 18 Heritage Foundation |
In Care of Name | Michael Kopp |
Address | PO BOX 200, Maple Valley, WA 98038-0200 |
Subsection | Charitable Organization |
Ruling Date | 04/2009 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2010 |
Assets | $100,000 to $499,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $178,579 |
Amount of Income | $39,500 |
Form 990 Revenue Amount | $50,000 |
National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: Museum, Museum Activities |
Non-representatives - add comments:
Amount of income in 2010: $39,500 (it was $50,000 in 2011)
Military Beech 18 Heritage Foundation: | $39,500 |
Other organizations performing similar types of work: | $69,335 |
Assets in 2010: $178,579 (it was $179,587 in 2011)
Military Beech 18 Heritage Foundation: | $178,579 |
Other organizations performing similar types of work: | $145,105 |
Expenses in 2011: $61,599
Military Beech 18 Heritage Foundation: | $61,599 |
Other organizations performing similar types of work: | $47,186 |
Income to expenses ratio in 2011: 0.6
Military Beech 18 Heritage Foundation: | 0.6 |
Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2011: 100.0%
Military Beech 18 Heritage Foundation: | 100.0% |
Other organizations performing similar types of work: | 26.3% |
Assets for 2011
Analysis of Revenue and Expenses (for 2011) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $50,000 | $0 | $0 | |
Contributions, gifts, grants, etc., received | $50,000 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $0 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $61,599 | $0 | $0 | $61,599 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $61,599 | $0 | $61,599 | |
Contributions, gifts, grants paid | $0 | |||
Excess of revenue over expenses and disbursements | $-11,599 | |||
Net investment income | $0 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $179,587 | $179,587 |
Cash - non-interest-bearing | $3,538 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $176,049 | |
Total liabilities | $12,607 | |
Mortgages and other notes payable | $0 | |
Other | $12,607 | |
Total liabilities and net assets/fund balances | $166,980 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $0 |
Net capital loss | $0 |
Excise Tax Based on Investment Income (for 2011) | |
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
Tax based on investment income | $0 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
Amount to be credited to 2012 estimated tax | $0 |
Statements Regarding Activities (for 2011) | |
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | Yes |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
During the year did the foundation (either directly or indirectly): | |
Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
Agree to pay money or property to a government official? | No |
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
During the year did the foundation pay or incur any amount to: | |
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
Provide a grant to an individual for travel, study, or other similar purposes? | No |
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
Minimum Investment Return (for 2011) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $178,993 |
Net value of noncharitable-use assets | $176,300 |
Minimum investment return | $8,815 |
Distributable Amount (for 2011) | |
Distributable amount | $0 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $0 |
Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
Private Operating Foundations (for 2011) | |||||
2011 | 2010 | 2009 | 2008 | Total | |
---|---|---|---|---|---|
The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
Qualifying distributions made directly for active conduct of exempt activities | $61,599 | $37,760 | $33,196 | $0 | $132,555 |
Value of all assets | $179,587 | $178,579 | $177,033 | $0 | $535,199 |
Value of assets qualifying under section 4942(j)(3)(B)(i) | $176,049 | $176,049 | $176,049 | $0 | $528,147 |
2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
Gross investment income | $0 | $0 | $0 | $0 | $0 |
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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Trust For African Rock Arts | 77 W Wacker Dr, Chicago, IL 60601-1604 | IL | 2001-09 | $595,502 |
2 | Bainbridge Island Museum Of Art | PO BOX 11413, Bainbridge Is, WA 98110-5413 | WA | 2009-11 | $4,309,633 |
3 | George Weyerhaeuser Pacific Rim Bonsai Collection A Nonprofit Corp | PO BOX 6108, Federal Way, WA 98063-6108 | WA | 2014-09 | $3,365,625 |
4 | North Cascades Vintage Aircraft Museum | 7879 S Superior Ave Bldg 6, Concrete, WA 98237-9703 | WA | 2003-05 | $636,650 |
5 | Lemay Family Collection Foundation | 325 152nd St E, Tacoma, WA 98445-1214 | WA | 2013-09 | $538,106 |
6 | Space Shuttle Exhibition Gallery | 9404 E Marginal Way S, Seattle, WA 98108-4097 | WA | 2010-12 | $171,350 |
7 | Walter Clore Wine & Culinary Center | 2140a Wine Country Rd, Prosser, WA 99350-1389 | WA | 2004-09 | $139,808 |
8 | Friends Of The@northern Pacific Depot Ellensburg | 2950 Killmore Rd, Ellensburg, WA 98926-5510 | WA | 2011-03 | $119,782 |
9 | Seattle Metropolitan Police Museum | 317 3rd Ave S, Seattle, WA 98104-2620 | WA | 1998-04 | $98,735 |
10 | Ellensburg Rodeo Hall Of Fame Association, Not Applicable | 508 N Main St, Ellensburg, WA 98926 | WA | 2001-07 | $75,819 |
11 | Upper Valley Historical Society | Po Box 2189, Leavemworth, WA 98826 | WA | 2007-03 | $44,192 |
12 | Military Beech 18 Heritage Foundation | PO BOX 200, Maple Valley, WA 98038-0200 | WA | 2009-04 | $39,500 |
13 | Tulalip Foundation | 8825 34th Ave Ne L-242, Tulalip, WA 98271-8085 | WA | 2012-08 | $22,840 |
14 | Roslyn Historical Museum Society | Po Box 281, Roslyn, WA 98941 | WA | 2014-09 | $11,461 |
15 | Olde Yakima Letterpress Museum | P O Box 10477, Yakima, WA 98909-1477 | WA | 2012-03 | $11,077 |
16 | The Mcreavy House Museum Of Hood Canal | P O Box 388, Union, WA 98592 | WA | 2006-10 | $10,796 |
17 | West Coast Clock And Watch Museum | 121 Prospect Street Museum Location, Bellingham, WA 98225 | WA | 2001-05 | $8,104 |
18 | Bellingham Society Of Model Engineers, Whatcom Skagit Model Railroad Club | 1904 Lake Crest Drive, Bellingham, WA 98229 | WA | 1997-11 | $5,576 |
19 | Three Rivers Transportation Exposition Inc | 20712 W Chandler Rd, Benton City, WA 99320 | WA | 2008-04 | $87 |
20 | Arts And Science Club | 7318 58th Street Ct W Apt 102, University Pl, WA 98467-4700 | WA | 2004-05 | $0 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 2,844 |
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