WARTIME HISTORY MUSEUM INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WARTIME HISTORY MUSEUM INC (EIN 88-1125458)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-30
- IRS object ID
- 202502119349100025
- Schema version
- 2024v5.1
- 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
- Gain Loss Sale Other Assets Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-30T16:25:08+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621665434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON ENTERPRISES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 727121860 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 881125458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wartime History Museum Inc (AKA Flying Heritage & Combat Armor Museum) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WART | BusinessNameControlTxt |
| Phone | 4794641570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERRON SMITH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Signature | 2025-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUKE C MITCHELL | PreparerPersonNm |
| PTIN | P03095207 | PTIN |
| Phone | 4794641500 | PhoneNum |
| Preparation | 2025-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $134,159,159 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,484,162 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $97,219 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97,219 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $97,219 | InterestOnSavingsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $27,700 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $27,700 | GrossRentsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,862,051 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,862,051 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $97,749 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $47,127 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $50,622 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $50,622 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $285,858 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $285,858 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,951,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,959,270 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $461,399 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,147,748 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,147,748 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $142,116 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $142,116 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $97,039 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $97,039 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $73,161 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $73,161 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $497,507 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $497,507 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $365 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $365 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,296,876 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,806,196 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,806,196 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,162 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,162 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,032,106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,032,106 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,224,276 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,802,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,224,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,802,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,726,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,959,270 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $461,399 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,550 | CashBOYAmt |
| Cash EOY | $12,700 | CashEOYAmt |
| Cash EOYFMV | $12,700 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,597,360 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,216,829 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,216,829 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $58,401 | InventoriesBOYAmt |
| Inventories EOY | $60,673 | InventoriesEOYAmt |
| Inventories EOYFMV | $60,673 | InventoriesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,054,499 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,809,607 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,541,768 | LandBOYAmt |
| Land EOY | $6,244,892 | LandEOYAmt |
| Land EOYFMV | $6,244,892 | LandEOYFMVAmt |
| Other Assets BOY | $123,211,802 | OtherAssetsBOYAmt |
| Other Assets EOY | $125,624,065 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $125,624,065 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $132,432,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,159,159 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,159,159 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $132,432,381 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $134,159,159 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,432,381 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $134,159,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $132,432,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $134,159,159 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,432,381 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,726,778 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $134,159,159 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $134,159,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 81,000 SHARES OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $4,862,051 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,862,051 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $4,862,051 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,862,051 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $68,934 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68,934 | SubtotalAmt |
| Tax Based On Investment Income | $68,934 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160,880 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $160,880 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $91,946 | OverpaymentAmt |
| Applied To ES Tax | $91,946 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | https://flyingheritage.org/ | WebsiteAddressTxt |
| Individual With Books | LEAH SCOTT | IndividualWithBooksNm |
| Phone | 2533801877 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3407 109TH STREET SW | AddressLine1Txt |
| City | EVERETT | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| STEUART WALTON | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR, PRESIDENT | 4.000 | $0 | $0 |
| COREY PETRICK | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 |
| CHAD COX | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR (UNTIL 6/1/24) | 1.000 | $0 | $0 |
| DACONA SMITH | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 |
| JAMIE MCJUNKIN | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 |
| KELLY WALTON | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 |
| MICHAEL SLONE | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 |
| STACY HURST | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 |
| TOM WALTON | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 |
| BRAD SIKORSKI | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | TREASURER | 1.000 | $0 | $0 |
| CHARLOTTE RUTGERS | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | ASSISTANT SECRETARY | 1.000 | $0 | $0 |
| ERRON SMITH | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | SECRETARY | 1.000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| ADRIAN HUNT | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | EXECUTIVE DIRECTOR | 40.000 | $334,661 | $13,486 |
| AMBER RICHARDS | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR OF OPS | 40.000 | $208,398 | $3,751 |
| GREG HEISS | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | MAINTENANCE MANAGER | 40.000 | $135,683 | $1,454 |
| DAPHNE ENGLAND | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | EXECUTIVE ASSISTANT | 40.000 | $89,075 | $10,124 |
| ZANE KENNEDY | |||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | FACILITIES MANAGER | 40.000 | $82,920 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| EZELL AVIATION LLC | ||||||
| 228 PR 150-1 | BRECKENRIDGE | TX | 76424 | RESTORATION/MAINTENANCE SERVICES | $1,123,092 | |
| PROP SHOP LTD | ||||||
| 9700 HARBOUR PLACE | MUKILTEO | WA | 98275 | RESTORATION/MAINTENANCE SERVICES | $710,942 | STE 126 |
| INTER-CON SECURITY SYSTEMS INC | ||||||
| 210 SOUTH DE LACEY AVENUE | PASADENA | CA | 91105 | SECURITY SERVICES | $312,047 | |
| ARTHUR M COHEN ADVISORS LTD | ||||||
| 1033 SKOKIE BLVD | NORTHBROOK | IL | 60062 | CONSULTING SERVICES | $283,909 | STE 200 |
| WALTON ENTERPRISES LLC | ||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | MANAGEMENT SERVICES | $235,032 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 6 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Wartime History Museum maintains and displays military aircraft and equipment of historic significance for public education. | Description1Txt |
| Expenses1 | $4,802,400 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,325,920 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,325,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,325,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,276,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,802 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,802,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,337,262 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,139,662 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $163,802 | CurrentYearAmt |
| Year1 | $161,611 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Total | $325,413 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $139,232 | CurrentYearAmt |
| Year1 | $137,369 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Total | $276,601 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,139,662 | CurrentYearAmt |
| Year1 | $6,482,766 | Year1Amt |
| Year2 | $132,854,140 | Year2Amt |
| Total | $146,476,568 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,139,662 | CurrentYearAmt |
| Year1 | $6,482,766 | Year1Amt |
| Year2 | $132,854,140 | Year2Amt |
| Total | $146,476,568 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $109,201 | CurrentYearAmt |
| Year1 | $107,741 | Year1Amt |
| Year2 | $593,619 | Year2Amt |
| Total | $810,561 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEUART L WALTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TICKET SALES | Desc |
| Related Or Exempt Function Incm | $285,858 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,219 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $27,700 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,493 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,622 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $130,412 | ExclusionAmt |
| Related Or Exempt Function Incm | $336,480 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $466,892 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| Form | Ticket sales allow visitors to experience a rare collection of vintage military aircraft, tanks, combat armor and other technologies, which are a testament to the era's engineering skill and humanity's spirit during the world conflicts of the 20th century. |
| Form | Sales of gift shop and education items serve as mementos for visitors of Wartime History Museum. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| STEUART L WALTON | |||||||
| 1 | PO BOX 1860 | BENTONVILLE | AR | 72712 | $4,856,558 | Yes (X) | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 2 | PO BOX 770001 | CINCINNATI | OH | 452770001 | $2,350,000 | Yes (X) | |
| WALTON FAMILY FOUNDATION | |||||||
| 3 | PO BOX 1860 | BENTONVILLE | AR | 72712 | $200,000 | Yes (X) | |
| CDR CHRISTOPHER D ANDERSON ELECTRONIC ATTACK WEAPONS SCHOOL | |||||||
| 4 | 3760 N CHARLES PORTER AVE | OAK HARBOR | WA | 982784200 | $75,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 81,000 SHARES OF PUBLICLY TRADED SECURITIES | $4,856,558 | 2024-03-05 |
| 4 | MOCK AIM-120 ADVANCED MEDIUM RANGE AIR TO AIR MISSILE | $75,000 | 2024-08-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $73,161 | Amt |
| Disbursements Charitable Prps | $73,161 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| Equipment | $54,084 | $12,620 | Straight Line | 5.0 | $10,816 |
| Equipment | $765,369 | $88,529 | Straight Line | 7.0 | $148,081 |
| Leasehold Improvements | $8,235,046 | $1,411,582 | Straight Line | 7.0 | $1,137,979 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 81,000 SHARES OF PUBLICLY TRADED SECURITIES | AssetDesc |
| Gross Sales Price | $4,862,051 | GrossSalesPriceAmt |
| Basis | $4,856,558 | BasisAmt |
| Total Net | $5,493 | TotalNetAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $819,453 | $260,046 | $559,407 | $559,407 |
| LEASEHOLD IMPROVEMENTS | $8,235,046 | $2,549,561 | $5,685,485 | $5,685,485 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $97,039 | LegalFeesAmt |
| Disbursements Charitable Prps | $97,039 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MILITARY AIRCRAFT & EQUIPMENT - ARTIFACTS | Desc |
| BOY Book Value | $123,211,802 | BOYBookValueAmt |
| EOY Book Value | $125,624,065 | EOYBookValueAmt |
| EOYFMV | $125,624,065 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| SECURITY | $315,901 | $315,901 |
| INSURANCE | $184,738 | $184,738 |
| INFORMATION TECHNOLOGY | $110,468 | $110,468 |
| REPAIRS AND MAINTENANCE | $276,554 | $276,554 |
| ADVERTISING AND MARKETING | $61,000 | $61,000 |
| TRAINING | $3,310 | $3,310 |
| SUPPLIES | $10,756 | $10,756 |
| LICENSES AND FEES | $11,607 | $11,607 |
| MEALS AND ENTERTAINMENT | $3,567 | $3,567 |
| SHIPPING AND POSTAGE | $40,336 | $40,336 |
| BANK FEES | $1,720 | $1,720 |
| MISCELLANEOUS | $6,625 | $6,625 |
| EXHIBITS | $5,524 | $5,524 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TICKET SALES | Desc |
| Revenue And Expenses Per Books | $285,858 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $285,858 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $500 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADMINISTRATOR & MANAGEMENT FEES | $208,471 | $208,471 |
| CONSULTING FEES | $289,036 | $289,036 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GIFT SHOP/EDUCATION PRODUCTS | CategoryTxt |
| Gross Sales | $97,749 | GrossSalesAmt |
| Cost Of Goods Sold | $47,127 | CostOfGoodsSoldAmt |
| Net | $50,622 | NetAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY INVESTMENTS CHARITABLE GIFT FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 770001 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452770053 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $125,000 | Amt |