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Miscellaneous - 121 NORTH RAMP ROAD 4/30/2018
i ING FILE ONO cT�7N • O o n i ion M ♦,b 3,sSwCHUsft� CERTIFICATE OF USE & OCCUPANCY TOWN OF NORTH ANDOVER Building Permit Number 499-2011 Date: November 2, 2010 THIS CERTIFIES THAT THE BUILDING LOCATED ON 121 North Ramp Road @ airport, North Andover, MA Greater Boston Experimental Aircraft Assoc. MAY BE OCCUPIED AS classroom trailer 10' x 50' IN ACCORDANCE WITH THE PROVISIONS OF THE MASSACHUSETTS STATE BUILDING CODE AND SUCH OTHER REGULATIONS AS MAY APPLY. Certificate Issued to: EAA 106 121 North Ramp Road@ airport North Andover,MA 01845 Building Inspector Fee: 100.00 paid on 3/3/2008 Receipt: 20968 TO" NORTH of ` sAndover _ VIM No. Wk dover, Mass.,— LAKE COCKICMEWICK y� 7�ADRATED OPS\ SCC S BOARD OF HEALTH PERMIT T.. D Food/Kitchen Septic System THIS CERTIFIES THAT.." :74r':. .' .. •?�E"`% . .r�'� ��`fc? !:"e ?->`"ec:.. y��.. �'. ... DING INSPECTOR UI .INS Foundation has permission to erect........................................ buildings on ................................................ .............. Rough to be occupied as /�'���:lFf-:......................L` ?t'....... Chimney provided that the person accepting this permit shall in every respect conform to the terms of the application on file in this office, and to the provisions of the Codes and By-Laws relating to the Inspection, Alteration and Construction of 1 Buildings in the Town of North Andover. PLUMBINdj INSPECTOR VIOLATION of the Zoning or Building Regulations Voids this Permit. Rough Final PERMIT EXPIRES IN 6 MONTHS ELECTRICAL INSPECTOR. UNLESS CONSTRUCTI N STARTS qugh� .......................................... Service BUILDING INSPECTOR Occupancy Permit Required to Occupy Building GAS INSPECTOR Rough Display in a Conspicuous Place on the Premises — Do Not Remove Final No Lathing or Dry Wall To Be Done FIRE DEPARTMENT Until Inspected and Approved by the Building Inspector. Burner,: .D. _ Z►�!C Street No. a SEE REVERSE SIDE Smoke Det. ...._ �� VD a 527 CMR 4.00 Form 1 Application•for Permit,Permit, and Certificate of Completion for the Installation or Alteration of Fuel Oil Burning Equipment and the Storage of Fuel Oil (City or Town) .(Date) it#'s:. FD Elec. FDID#: Fee Paid:$ 4-?Perm������ `.�sr'an1'C'ft4P1Gl�¢�-fJ� UFT�E GD<Pf.,ki/�i�urlr` Pc/,�cI�FS` Owner ccupant Name: i135r / DN Tel.#: 2'� 9c� Installation Address: oLr — tt'I� '`� � Z� Serviced Floor or Unit#: T> /�1 Heating.Unit ❑ Domestic Water Heater ❑ Power Vent Other Burner: ❑ New ig Existing ❑ Location: 1 I65k �L��©p Trade Name: 1 � L A�Mfg: Type: Ir✓A& Model#or Size: llff'66, 62COC Nozzle size: [54tuel Oil ❑ Kerosene ❑ Waste Oil .Storage Tank: 0 New OiFxisting Location: of AtJ - Type: ��L' Capacity: galrons o..of Tanks: Special requirements (or additional safety devices) 00NA5 ❑ OSV valve. 90il Line Protected ❑Sheet Rock ❑ Sprinkler AFUE:❑yes❑ no EF:❑yes❑no (furnace and boilers) Q (water heater) Co. Name. }I--TC�.1� OIL Tel-# -9 C-Z Address: UNlZIt.) city: 4}EL8RGN(:S A4 * zip: Completion Date: ,/ ),1^ �t 0 Combustion Test: Gross Stack Temp.: Q Net Stack Temp.: J�/ CO.,Test: Breech Draft: Smoke: b Overfire Draft; Effieiericy Rating %: 1/a 1,the undersigned certify that1he installation of fuel burning equipment has been made in accordance with M.G.L.Chapter 148 and 527 CMR 4.00 currently in effect.Furthermore,this installation has been tested in accbedance with such requirements,is now in proper oper •ng condition and complete instructions as to its use and maintenance have been furnished to the person or whom the' stall 'on(or alteratio as ace. Installer: J , d f N.5� (d I Print Name � Cert of C# Signature(no anp) Address:_ tD o C +� t �o� �— y City: Once signed by the ire depart ent,this's a PE IT f th storag f el oil and u e of the oil burning equipment. / :!� Approved by:.. r f\ 4 PP Dale: Keep original as application. Issue duplicate as permit. This form may be photocopied. Form 1 (revised 8/11/00) City of Lawrence i Ile 'I Department of Airport ` 492 Sutton Street North Andover, MA 01845 MICHAEL J. SULLIVAN TEL: (978)794-5880 MAYOR FAX:(978)794-5961 www.lawrencemunicipalairport.com MICHAEL P. MILLER AIRPORT MANAGER F eb-,uary 22, 2008 Joel Ventura EAA Chapter 106 121 North Ramp Road North Andover, MA 01845 Re: Request to Place Mobile Classroom of Existing Leasehold Dear Mr. Ventura: Be advised that at its monthly meeting held on February 22, 2008, the Lawrence Municipal Airport Commission approved EAA Chapter 106's request to place mobile classroom on its leasehold located on the Airport property identified as 121 North Ramp Road. This request is granted subject to the final approval and permits being granted by the Town of North. Andover. Very truly yours, Michael P. Miller Airport Manager i F I1< q R .q \ \\ PROPOSED \'2�\ TRAILER EXISTING .\ LEASE LINEAr EAA W ? \ -Z \ \ EXISTING — \ .�) " LEASE UNE G .Z X15 CNG \ \i\• (EAA) EXJE�LNES cr NPNGPR 1 \ \\ �,- \� x(12,.5) 06 / r SEP N o pN. / \ x(,2,.s> / SID \ \� Oro VA 1 _ '3 \ EXPNGpc ,R \\ / X0.0-/ E�� 1 \ CID N Ew \\ /BENCHMARK �� PSR N Vous, \\ / FCORNER OUNDATION CONC. �EPa1l5 EP`�Y �R \\\ �/ ELEVs123.69 �37 w O NW j EY \ cA \r" NNS <1i i r - ` \ \ \ W \ cam i 1 x(122.9) J \\ ry ------- -� ELECTRIC \\ \ TRANSFORMER NPNGPR \Nc PNG p,R PSsp� �N PNOp\�ER N NpR \04-52\dwg\PLOT—TRAILER.dwg PLOT PLAN SHOWING r I" OF PROPOSED TRAILER LOCATION Fandover NORTH ANDOVER, MASS. consultants E D y Prepared for in c. 9644 GREATER BOSTON CHAPTER 106 . '4 A��fESS10\�P�o� EXPERIMENTAL AIRCRAFT ASSOCIATION 1 East River Place qNo sua��y SCALE: 1 "=40' DATE: JANUARY 22, 2008 Methuen, Mass. y$ t AM I,..� �!ii�� Qat 9y t.�- +9M7 ". pf•'� 10 16� Ls . ,�. � �w..�a+� xzx� �, "�T.q' T �r.�-.�..•. _ ix�'x— wr u: 1 � I r F.. 1023 Application for Recognition of Exemption OMB No.1545-0056 Note:If exempt status is (Rev.June 2006) Under Section 501(c)(3) of the Internal Revenue Code approved,this Department of the Treasury application will be open Intemal Revenue Service for public Inspection. Use the instructions to complete this application and for a definition of all bold items. For additional help, call IRS Exempt Organizations Customer Account Services toll-free at 1-877-829-5500. Visit our website at www.irs.gov for forms and publications. If the required information and documents are not submitted with payment of the appropriate user fee,the application may be returned to you. Attach additional sheets to this application if you need more space to answer fully. Put your name and EIN on each sheet and identify each answer by Part and line number. Complete Parts I -XI of Form 1023 and submit only those Schedules(A through H)that apply to you. Identification of Applicant 1 Full name of organization(exactly as it appears in your organizing document) 2 c/o Name(if applicable) Greater Boston Chapter 106,Experimental Aircraft Association,Inc. 3 Mailing address(Number and street)(see instructions) Room/Suite 4 Employer Identification Number(EIN) P.O.Box 430 250 Cutler Road 11-3781759 City or town, state or country, and ZIP+4 5 Month the annual accounting period ends(01-12) Hamilton,MA.01936 12 6 Primary contact (officer, director, trustee, or authorized representative) a Name:Angier M.Ames,Treasurer b Phone: 978-468-4565 c Fax: (optional) 7 Are you represented by an authorized representative,such as an attorney or accountant? If"Yes," ❑ Yes ® No provide the authorized representative's name, and the name and address of the authorized representative's firm. Include a completed Form 2848,Power of Attorney and Declaration of Representative, with your application if you would like us to communicate with your representative. 8 Was a person who is not one of your officers, directors, trustees, employees, or an authorized ❑ Yes ® No representative listed in line 7, paid, or promised payment,to help plan, manage, or advise you about the structure or activities of your organization,or about your financial or tax matters? If"Yes," provide the person's name,the name and address of the person's firm,the amounts paid or promised to be paid, and describe that person's role. 9a Organization's website:http://www.eaal06.org b Organization's email: (optional) 10 Certain organizations are not required to file an information return (Form 990 or Form 990-EZ). If you ❑ Yes ® No are granted tax-exemption, are you claiming to be excused from filing Form 990 or Form 990-EZ? If "Yes,"explain. See the instructions for a description of organizations not required to file Form 990 or Form 990-EZ. 11 Date incorporated if a corporation, or formed, if other than a corporation. (MM/DD/YYYY) 10 / 28 / 1966 12 Were you formed under the laws of a foreign country,' ❑ Yes ® No If"Yes,"state the country. For Paperwork Reduction Act Notice,see page 24 of the instructions. Cat.No.17133K Form 1023 (Rev.6-2006) Form 1023(Rev.6-2006) Name:Greater Boston Chapter 106,Experimental Aircraft Asso EIN: 11-3781759 Page 2 Organizational Structure You must be a corporation (including a limited liability company),an unincorporated association, or a trust to be tax exempt. (See instructions.)DO NOT file this form unless you can check"Yes"on lines 1,2,3,or 4. 1 Are you a corporation? If"Yes,"attach a copy of your articles of incorporation showing certification [Z Yes ❑ No of filing with the appropriate state agency. Include copies of any amendments to your articles and be sure they also show state filing certification. 2 Are you a limited liability company(LLC)? If"Yes,"attach a copy of your articles of organization showing ❑ Yes F11 No certification of filing with the appropriate state agency.Also, if you adopted an operating agreement, attach a copy. Include copies of any amendments to your articles and be sure they show state filing certification. Refer to the instructions for circumstances when an LLC should not file its own exemption application. 3 Are you an unincorporated association? If"Yes,"attach a copy of your articles of association, ❑ Yes ® No constitution, or other similar organizing document that is dated and includes at least two signatures. Include signed and dated copies of any amendments. 4a Are you a trust? If"Yes," attach a signed and dated copy of your trust agreement. Include signed ❑ Yes ® No and dated copies of any amendments. b Have you been funded? If"No,"explain how you are formed without anything of value placed in trust. ❑ Yes ❑ No 5 Have you adopted bylaws? If"Yes,"attach a current copy showing date of adoption. If"No," explain ❑✓ Yes ❑ No how your officers, directors, or trustees are selected. KEM Required Provisions in Your Organizing Document The following questions are designed to ensure that when you file this application,your organizing document contains the required provisions to meet the organizational test under section 501(c)(3). Unless you can check the boxes in both lines 1 and 2,your organizing document does not meet the organizational test.DO NOT file this application until you have amended your organizing document.Submit your original and amended organizing documents(showing state filing certification if you are a corporation or an LLC)with your application. 1 Section 501(c)(3) requires that your organizing document state your exempt purpose(s), such as charitable, religious, educational, and/or scientific purposes. Check the box to confirm that your organizing document meets this requirement. Describe specifically where your organizing document meets this requirement, such as a reference to a particular article or section in your organizing document. Refer to the instructions for exempt purpose language. Location of Purpose Clause(Page,Article, and Paragraph): BY-LAWS Article 111 A&B 2a Section 501(c)(3)requires that upon dissolution of your organization,your remaining assets must be used exclusively for exempt purposes,such as charitable,religious, educational,and/or scientific purposes. Check the box on line 2a to confirm that your organizing document meets this requirement by express provision for the distribution of assets upon dissolution. If you rely on state law for your dissolution provision, do not check the box on line 2a and go to line 2c. 2b If you checked the box on line 2a,specify the location of your dissolution clause(Page, Article,and Paragraph). Do not complete line 2c if you checked box 2a. BY-LAMS Article Iv 2c See the instructions for information about the operation of state law in your particular state. Check this box if ❑ you rely on operation of state law for your dissolution provision and indicate the state: Narrative Description of Your Activities Using an attachment,describe your past present,and planned activities in a narrative. If you believe that you have already provided some of this information in response to other parts of this application,you may summarize that information here and refer to the specific parts of the application for supporting details.You may also attach representative copies of newsletters, brochures,or similar documents for supporting details to this narrative. Remember that if this application is approved, it will be open for public inspection.Therefore,your narrative description of activities should be thorough and accurate. Refer to the instructions for information that must be included in your description. Compensation and Other Financial Arrangements With Your Officers, Directors, Trustees, Employees, and Independent Contractors 1a List the names,titles, and mailing addresses of all of your officers,directors,and trustees. For each person listed, state their total annual compensation,or proposed compensation,for all services to the organization,whether as an officer, employee, or other position. Use actual figures, if available. Enter"none"if no compensation is or will be paid. If additional space is needed, attach a separate sheet. Refer to the instructions for information on what to include as compensation. Compensation amount Name Title Mailing address (annual actual or estimated) P.O.Box 420 Penny A.Bowman President ....................................... None Topsfield,MA 01983 58 Jewett Street Chris Roop Vice President ............................... None Georgetown,MA 01833 P.O.Box 430 Angier M.Ames Treasurer --------------------------------------- None Hamilton MA 01936 Mark O.Hodgson Secretary 235--------Woburn--------Street------------------------ None Medford,MA 02155 ---------------------------------------- Form 1023 (Rev.6-2006) i Form 1023(Rev.6-2006) Name:Greater Boston Chapter 106,Experimental Aircraft Asso EIN: 11_3781759 Page 3 Compensation and Other Financial Arrangements With Your Officers, Directors, Trustees, Employees, and Independent Contractors(Continued) b List the names, titles, and mailing addresses of each of your five highest compensated employees who receive or will receive compensation of more than$50,000 per year. Use the actual figure, if available. Refer to the instructions for information on what to include as compensation. Do not include officers, directors, or trustees listed in line 1a. Compensation amount Name Title Mailing address (annual actual or estimated) NONE ------ -------------------------------- ---------------------------------------- ---------------------------------------- c List the names, names of businesses, and mailing addresses of your five highest compensated independent contractors that receive or will receive compensation of more than$50,000 per year. Use the actual figure, if available. Refer to the instructions for information on what to include as compensation. Compensation amount Name Title Mailing address (annual actual or estimated) NONE ------------------------- ------------- ---------------------------------------- ----------------------------------------- The following"Yes"or"No"questions relate to past,present, or planned relationships,transactions,or agreements with your officers, directors,trustees, highest compensated employees,and highest compensated independent contractors listed in lines 1a, 1b,and 1c. 2a Are any of your officers, directors, or trustees related to each other through family or business ❑ Yes ® No relationships? If"Yes," identify the individuals and explain the relationship. b Do you have a business relationship with any of your officers, directors, or trustees other than ❑ Yes No through their position as an officer, director, or trustee? If"Yes," identify the individuals and describe the business relationship with each of your officers, directors, or trustees. c Are any of your officers, directors, or trustees related to your highest compensated employees or ❑ Yes ® No highest compensated independent contractors listed on lines 1b or 1c through family or business relationships? If"Yes," identify the individuals and explain the relationship. 3a For each of your officers, directors,trustees, highest compensated employees, and highest compensated independent contractors listed on lines 1a, 1b, or 1c, attach a list showing their name, qualifications, average hours worked, and duties. b Do any of your officers, directors, trustees, highest compensated employees,and highest ❑ Yes ® No compensated independent contractors listed on lines 1 a, 1b, or 1c receive compensation from any other organizations, whether tax exempt or taxable,that are related to you through common control? If"Yes," identify the individuals, explain the relationship between you and the other organization, and describe the compensation arrangement. 4 In establishing the compensation for your officers, directors, trustees, highest compensated employees, and highest compensated independent contractors listed on lines 1a, 1b, and 1c, the following practices are recommended, although they are not required to obtain exemption.Answer "Yes"to all the practices you use. a Do you or will the individuals that approve compensation arrangements follow a conflict of interest policy? [Z Yes ❑ No b Do you or will you approve compensation arrangements in advance of paying compensation? 0 Yes ❑ No c Do you or will you document in writing the date and terms of approved compensation arrangements? [0 Yes ❑ No Form 1023 (Rev.6-2006) Form 1023(Rev.6-2006) Name:Greater Boston Chapter 106,Experimental Aircraft Asso EiN: 11 _3781759 Page 4 , Compensation and Other Financial Arrangements With Your Officers, Directors, Trustees, Employees, and Independent Contractors(Continued) d Do you or will you record in writing the decision made by each individual who decided or voted on m Yes ❑ No compensation arrangements? e Do you or will you approve compensation arrangements based on information about compensation paid by 91 Yes ❑ No similarly situated taxable or tax-exempt organizations for similar services,current compensation surveys compiled by independent firms, or actual written offers from similarly situated organizations? Refer to the instructions for Part V, lines 1a, 1b,and 1c,for information on what to include as compensation. f Do you or will you record in writing both the information on which you relied to base your decision [Z Yes ❑ No and its source? g If you answered "No"to any item on lines 4a through 4f, describe how you set compensation that is reasonable for your officers, directors, trustees, highest compensated employees, and highest compensated independent contractors listed in Part V lines 1 a 1 b an P P d 1c. 5a Have you adopted a conflict of interest policy consistent with the sample conflict of interest policy in Appendix A to the instructions? If"Yes," provide a copy of the policy and explain how the policy Yes ❑ No has been adopted, such as by resolution of your governing board. If"No," answer lines 5b and 5c. b What procedures will you follow to assure that persons who have a conflict of interest will not have influence over you for setting their own compensation? c What procedures will you follow to assure that persons who have a conflict of interest will not have influence over you regarding business deals with themselves? Note:A conflict of interest policy is recommended though it is not required to obtain exemption. Hospitals, see Schedule C, Section I, line 14. 6a Do you or will you compensate any of your officers, directors,trustees, highest compensated employees, ❑ Yes ® No and highest compensated independent contractors listed in lines la, 1b,or 1c through non-fixed payments,such as discretionary bonuses or revenue-based payments?If"Yes,"describe all non-fixed compensation arrangements, including how the amounts are determined,who is eligible for such arrangements,whether you place a limitation on total compensation,and how you determine or will determine that you pay no more than reasonable compensation for services. Refer to the instructions for Part V, lines 1a, 1b,and 1c,for information on what to include as compensation. b Do you or will you compensate any of your employees, other than your officers, directors, trustees, ❑ Yes ® No or your five highest compensated employees who receive or will receive compensation of more than $50,000 per year, through non-fixed payments, such as discretionary bonuses or revenue-based payments? If"Yes," describe all non-fixed compensation arrangements, including how the amounts are or will be determined, who is or will be eligible for such arrangements,whether you place or will place a limitation on total compensation, and how you determine or will determine that you pay no more than reasonable compensation for services. Refer to the instructions for Part V, lines 1 a, 1 b, and 1c,for information on what to include as compensation. 7a Do you or will you purchase any goods, services, or assets from any of your officers, directors, ❑ Yes ® No trustees, highest compensated employees,or highest compensated independent contractors listed in lines 1 a, 1 b, or 1 c? If"Yes," describe any such purchase that you made or intend to make, from whom you make or will make such purchases, how the terms are or will be negotiated at arm's length, and explain how you determine or will determine that you pay no more than fair market value.Attach copies of any written contracts or other agreements relating to such purchases. b Do you or will you sell any goods, services, or assets to any of your officers,directors, trustees, Z Yes ❑ No highest compensated employees, or highest compensated independent contractors listed in lines 1a, 1b, or 1c? If"Yes," describe any such sales that you made or intend to make,to whom you make or will make such sales, how the terms are or will be negotiated at arm's length, and explain how you determine or will determine you are or will be paid at least fair market value.Attach copies of any written contracts or other agreements relating to such sales. 8a Do you or will you have any leases, contracts, loans, or other agreements with your officers, directors, 0 Yes ❑ No trustees, highest compensated employees, or highest compensated independent contractors listed in lines 1 a, 1 b, or 1 c? If"Yes," provide the information requested in lines 8b through 8f. b Describe any written or oral arrangements that you made or intend to make. c Identify with whom you have or will have such arrangements. d Explain how the terms are or will be negotiated at arm's length. e Explain how you determine you pay no more than fair market value or you are paid at least fair market value. f Attach copies of any signed leases,contracts, loans,or other agreements relating to such arrangements. 9a Do you or will you have any leases, contracts, loans, or other agreements with any organization in ❑ Yes ® No which any of your officers, directors,or trustees are also officers, directors, or trustees,or in which any individual officer, director,or trustee owns more than a 35% interest? If"Yes," provide the information requested in lines 9b through 9f. Form 1023 (Rev.6-2006) i I Form 1023(Rev.6-2006) Name:Greater Boston Chapter 106,Experimental Aircraft Asso EiN: 11 _ 3781759 Page 5 Liam Compensation and Other Financial Arrangements With Your Officers, Directors, Trustees, Employees, and Independent Contractors(Continued) b Describe any written or oral arrangements you made or intend to make. c Identify with whom you have or will have such arrangements. d Explain how the terms are or will be negotiated at arm's length. e Explain how you determine or will determine you pay no more than fair market value or that you are paid at least fair market value. f Attach a copy of any signed leases, contracts, loans,or other agreements relating to such arrangements. Your Members and Other Individuals and Organizations That Receive Benefits From You The following "Yes" or"No"questions relate to goods, services, and funds you provide to individuals and organizations as part of your activities. Your answers should pertain to past, present, and planned activities. (See instructions.) 1a In carrying out your exempt purposes, do you provide goods,services, or funds to individuals? If ® Yes ❑ No "Yes," describe each program that provides goods, services, or funds to individuals. b In carrying out your exempt purposes,do you provide goods, services, or funds to organizations? If ® Yes ❑ No "Yes,"describe each program that provides goods,services,or funds to organizations. 2 Do any of your programs limit the provision of goods, services, or funds to a specific individual or ® Yes ❑ No group of specific individuals? For example, answer"Yes," if goods,services, or funds are provided only for a particular individual, your members, individuals who work for a particular employer, or graduates of a particular school. If"Yes," explain the limitation and how recipients are selected for each program. 3 Do any individuals who receive goods, services, or funds through your programs have a family or ❑ Yes © No business relationship with any officer, director,trustee, or with any of your highest compensated employees or highest compensated independent contractors listed in Part V, lines 1a, 1b, and 10 If "Yes,"explain how these related individuals are eligible for goods, services, or funds. Your History The following "Yes"or"No"questions relate to your history. (See instructions.) 1 Are you a successor to another organization?Answer"Yes," if you have taken or will take over the 0 Yes ❑ No activities of another organization; you took over 25% or more of the fair market value of the net assets of another organization; or you were established upon the conversion of an organization from for-profit to non-profit status. If"Yes," complete Schedule G. 2 Are you submitting this application more than 27 months after the end of the month in which you ® Yes ❑ No were legally formed? If"Yes," complete Schedule E. Your Specific Activities The following"Yes"or"No"questions relate to specific activities that you.may conduct. Check the appropriate box.Your answers should pertain to past, present and planned activities. (See instructions.) 1 Do you support or oppose candidates in political campaigns in any way? If"Yes,"explain. ❑ Yes m No 2a Do you attempt to influence legislation? If"Yes," explain how you attempt to influence legislation ❑ Yes W1 No and complete line 2b. If"No,"go to line 3a. b Have you made or are you making an election to have your legislative activities measured by ❑ Yes ❑ No expenditures by filing Form 5768? If"Yes,"attach a copy of the Form 5768 that was already filed or attach a completed Form 5768 that you are filing with this application. If"No,"describe whether your attempts to influence legislation are a substantial part of your activities. Include the time and money spent on your attempts to influence legislation as compared to your total activities. 3a Do you or will you operate bingo or gaming activities? If"Yes," describe who conducts them, and ❑ Yes 0 No list all revenue received or expected to be received and expenses paid or expected to be paid in operating these activities.Revenue and expenses should be provided for the time periods specified in Part IX, Financial Data. b Do you or will you enter into contracts or other agreements with individuals or organizations to ❑ Yes No conduct bingo or gaming for you? If"Yes," describe any written or oral arrangements that you made or intend to make, identify with whom you have or will have such arrangements, explain how the terms are or will be negotiated at arm's length, and explain how you determine or will determine you pay no more than fair market value or you will be paid at least fair market value.Attach copies or any written contracts or other agreements relating to such arrangements. c List the states and local jurisdictions, including Indian Reservations, in which you conduct or will conduct gaming or bingo. Form 1023 (Rev.s-loos) 1 Form 1023(Rev.6-2006) Name: Greater Boston Chapter 106,Experimental Aircraft Asso EiN: 11 - 3781759 Page 6 Your Specific Activities(Continued) 4a Do you or will you undertake fundraising? If"Yes," check all the fundraising programs you do or will 0 Yes ❑ No conduct. (See instructions.) ❑ mail solicitations ❑ phone solicitations ❑ email solicitations ❑ accept donations on your website ❑ personal solicitations ❑ receive donations from another organization's website ® vehicle, boat, plane, or similar donations ❑ government grant solicitations ❑ foundation grant solicitations ❑ Other Attach a description of each fundraising program. b Do you or will you have written or oral contracts with any individuals or organizations to raise funds ® Yes ❑ No for you? If"Yes,"describe these activities. Include all revenue and expenses from these activities and state who conducts them. Revenue and expenses should be provided for the time periods specified in Part IX, Financial Data. Also, attach a copy of any contracts or agreements. c Do you or will you engage in fundraising activities for other organizations? If"Yes," describe these Yes ❑ No arrangements. Include a description of the organizations for which you raise funds and attach copies of all contracts or agreements. d List all states and local jurisdictions in which you conduct fundraising. For each state or local jurisdiction listed, specify whether you fundraise for your own organization,you fundraise for another organization, or another organization fundraises for you. e Do you or will you maintain separate accounts for any contributor under which the contributor has ❑ Yes ® No the right to advise on the use or distribution of funds?Answer"Yes" if the donor may provide advice on the types of investments, distributions from the types of investments, or the distribution from the donor's contribution account. If"Yes,"describe this program, including the type of advice that may be provided and submit copies of any written materials provided to donors. 5 Are you affiliated with a governmental unit? If"Yes," explain. ❑ Yes ® No 6a Do you or will you engage in economic development? If"Yes,"describe your program. ❑ Yes ® No b Describe in full who benefits from your economic development activities and how the activities promote exempt purposes. 7a Do or will persons other than your employees or volunteers develop your facilities? If"Yes,"describe ❑ Yes ® No each facility, the role of the developer, and any business or family relationship(s) between the developer and your officers, directors, or trustees. b Do or will persons other than your employees or volunteers manage your activities or facilities? If ❑ Yes ® No "Yes," describe each activity and facility,the role of the manager, and any business or family relationship(s) between the manager and your officers, directors, or trustees. c If there is a business or family relationship between any manager or developer and your officers, directors, or trustees, identify the individuals, explain the relationship, describe how contracts are negotiated at arm's length so that you pay no more than fair market value, and submit a copy of any contracts or other agreements. 8 Do you or will you enter into joint ventures, including partnerships or limited liability companies ❑ Yes ® No treated as partnerships, in which you share profits and losses with partners other than section 501(c)(3)organizations? If"Yes," describe the activities of these joint ventures in which you participate. 9a Are you applying for exemption as a childcare organization under section 501(k)? If"Yes,"answer ❑ Yes ® No lines 9b through 9d. If"No," go to line 10. b Do you provide child care so that parents or caretakers of children you care for can be gainfully ❑ Yes ❑ No employed(see instructions)? If"No,"explain how you qualify as a childcare organization described in section 501(k). c Of the children for whom you provide child care, are 85% or more of them cared for by you to ❑ Yes ❑ No enable their parents or caretakers to be gainfully employed (see instructions)? If"No,"explain how you qualify as a childcare organization described in section 501(k). d Are your services available to the general public? If"No,"describe the specific group of people for ❑ Yes ❑ No whom your activities are available.Also, see the instructions and explain how you qualify as a childcare organization described in section 501(k). 10 Do you or will you publish, own, or have rights in music, literature,tapes, artworks, choreography, ❑ Yes ® No scientific discoveries, or other intellectual property? If"Yes," explain. Describe who owns or will own any copyrights, patents, or trademarks,whether fees are or will be charged, how the fees are determined, and how any items are or will be produced, distributed, and marketed. Form 1023 (Rev.6-2006) Fort 1023(Rev.6-2006) Name:Greater Boston Chapter 106,Experimental Aircraft Asso EiN: 11 - 3781759 Page 7 Your Specific Activities(Continued) 11 Do you or will you accept contributions of: real property;conservation easements; closely held 0 Yes ❑ No securities; intellectual property such as patents,trademarks, and copyrights; works of music or art; licenses; royalties; automobiles, boats, planes, or other vehicles; or collectibles of any type? If"Yes," describe each type of contribution, any conditions imposed by the donor on the contribution, and any agreements with the donor regarding the contribution. 12a Do you or will you operate in a foreign country or countries?If"Yes," answer lines 12b through ❑ Yes ® No 12d. If"No," go to line 13a. b Name the foreign countries and regions within the countries in which you operate. c Describe your operations in each country and region in which you operate. d Describe how your operations in each country and region further your exempt purposes. 13a Do you or will you make grants, loans, or other distributions to organization(s)? If"Yes,"answer lines ® Yes ❑ No 13b through 13g. If"No,"go to line 14a. b Describe how your grants, loans,or other distributions to organizations further your exempt purposes. c Do you have written contracts with each of these organizations? If"Yes,"attach a copy of each contract. ❑ Yes 91 No d Identify each recipient organization and any relationship between you and the recipient organization. e Describe the records you keep with respect to the grants, loans, or other distributions you make. f Describe your selection process, including whether you do any of the following: (i) Do you require an application form? If"Yes,"attach a copy of the form.. ❑ Yes m No (ii) Do you require a grant proposal? If"Yes,"describe whether the grant proposal specifies your ❑ Yes m No responsibilities and those of the grantee, obligates the grantee to use the grant funds only for the purposes for which the grant was made, provides for periodic written reports concerning the use of grant funds, requires a final written report and an accounting of how grant funds were used, and acknowledges your authority to withhold and/or recover grant funds in case such funds are, or appear to be, misused. g Describe your procedures for oversight of distributions that assure you the resources are used to further your exempt purposes, including whether you require periodic and final reports on the use of resources. 14a Do you or will you make grants, loans, or other distributions to foreign organizations? If"Yes," ❑ Yes ® No answer lines 14b through 14f. If"No," go to line 15. b Provide the name of each foreign organization,the country and regions within a country in which each foreign organization operates, and describe any relationship you have with each foreign organization. c Does any foreign organization listed in line 14b accept contributions earmarked for a specific country ❑ Yes 0 No or specific organization? If"Yes," list all earmarked organizations or countries. d Do your contributors know that you have ultimate authority to use contributions made to you at your ❑ Yes No discretion for purposes consistent with your exempt purposes? If"Yes," describe how you relay this information to contributors. e Do you or will you make pre-grant inquiries about the recipient organization? If"Yes," describe these ❑ Yes 0 No inquiries, including whether you inquire about the recipient's financial status, its tax-exempt status under the Internal Revenue Code, its ability to accomplish the purpose for which the resources are provided, and other relevant information. f Do you or will you use any additional procedures to ensure that your distributions to foreign ❑ Yes m No organizations are used in furtherance of your exempt purposes? If"Yes,"describe these procedures, including site visits by your employees or compliance checks by impartial experts, to verify that grant funds are being used appropriately. Form 1023 (Rev.6-2006) J Forth 1023(Rev.6-2006) Name: Greater Boston Chapter 106,Experimental Aircraft Asso ESN: 11 _ 3781759 Page 8 FOWNIM Your Specific Activities(Continued) 15 Do you have a close connection with any organizations? If"Yes,"explain. 91 Yes ❑ No 16 Are you applying for exemption as a cooperative hospital service organization under section ❑ Yes ® No 501(e)? If"Yes,"explain. 17 Are you applying for exemption as a cooperative service organization of operating educational ❑ Yes 91 No organizations under section 501(f)? If"Yes,"explain. 18 Are you applying for exemption as a charitable risk pool under section 501(n)? If"Yes,"explain. ❑ Yes © No 19 Do you or will you operate a school? If"Yes,"complete Schedule B.Answer"Yes,"whether you ❑ Yes ® No operate a school as your main function or as a secondary activity. 20 Is your main function to provide hospital or medical care? If"Yes,"complete Schedule C. ❑ Yes ® No 21 Do you or will you provide low-income housing or housing for the elderly or handicapped? If ❑ Yes W1 No "Yes,"complete Schedule F. 22 Do you or will you provide scholarships,fellowships,educational loans, or other educational grants to ❑ Yes ® No individuals, including grants for travel, study, or other similar purposes? If"Yes," complete Schedule H. Note: Private foundations may use Schedule H to request advance approval of individual grant procedures. Form 1023 (Rev.6-2006) Form 1023(Rev.6-2006) Name:Greater Boston Chapter 106,Experimental Aircraft Asso EIN: 11 _ 3781759 Page 9 Financial Data For purposes of this schedule, years in existence refer to completed tax years. If in existence 4 or more years, complete the schedule for the most recent 4 tax years. If in existence more than 1 year but less than 4 years, complete the statements for each year in existence and provide projections of your likely revenues and expenses based on a reasonable and good faith estimate of your future finances for a total of 3 years of financial information. If in existence less than 1 year, provide projections of your likely revenues and expenses for the current year and the 2 following years, based on a reasonable and good faith estimate of your future finances for a total of 3 years of financial information. (See instructions.) A.Statement of Revenues and Expenses Type of revenue or expense Current tax year 3 prior tax years or 2 succeeding tax years (a) From.._..______ (b) From..._._.__._ (c) From.____ . (d) From.._________ (e)Provide Total for To _8131/07 To .12/31/06 To 12/31/05 To _12!31/04 (a)through(d) 1 Gifts, grants, and contributions received (do not include unusual grants) 1,101.92 457.00 224.00 1,410.00 3,192.92 2 Membership fees received 2,380.00 2,738.00 1,910.00 1,694.00 8,722.00 3 Gross investment income 0 0 0 0 0 4 Net unrelated business income 0 0 0 0 0 5 Taxes levied for your benefit 0 0 0 0 0 6 Value of services or facilities furnished by a governmental unit without charge(not w including the value of services generally furnished to the public without charge) 01 0 0 0 0- 7 Any revenue not otherwise Hangar income listed above or in lines 9-12 below(attach an itemized list) 8,750.00 20,450.00 12,855.00 11,750.00 53,805.00 8 Total of lines 1 through 7 12,231.92 23,645.00 14,989.00 13,444.00 64,309.92 9 Gross receipts from admissions, merchandise sold or services performed,or furnishing of facilities in any activity that is related to your exempt purposes(attach itemized list) 4,106.82 11,314.00 6,377.00 1,070.00 22,867.82 10 Total of lines 8 and 9 16,338.74 34,959.00 21,366.00 14,514.00 87,587.74 11 Net gain or loss on sale of capital assets(attach schedule and see instructions) 0 0 0 0 0 12 Unusual grants 0 0 0 0 0 13 Total Revenue Add lines 10 through 12 16338.74 34,595.00 21,366.00 15,924.00 88,587.74 14 Fundraising expenses 9,704.89 7,345.00 3,497.00 1,627.00 15 Contributions, gifts, grants, and similar amounts paid out (attach an itemized list) 0 500.00 0 0 16 Disbursements to or for the benefit of members(attach an itemized list) 9,304.71 5,304.84 745.19 1,479.04 w 17 Compensation of officers, H directors, and trustees 0 0 0 0 4) 18 Other salaries and wa es 0 0 0 0 CL 19 Interest expense 0 0 0 0 20 Occupancy rent utilities etc. 0 0 0 0 21 Depreciation and depletion 5,555.00 5,555.00 5,555.00 5,555.00 22 Professional fees 01 0 0 0 23 Any expense not otherwise Hangar Expenses classified, such as program services(attach itemized list) 4,656.48 24,349.10 15,195.00 13,631.00 24 Total Expenses Add lines 14 through 23 1 28,866.08 43,054.691 25,501.881 23,210.61 Form 1023 (Rev.6-2006) Form 1023(Rev.6-2006) Name:Greater Boston Chapter 106,Experimental Aircraft Asso EiN: 11 _3781759 Page 10 Financial Data Continued B. Balance Sheet(for your most recently completed tax year) Year End: 2006 Assets (Whole dollars) 1 Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 10,969.00 2 Accounts receivable, net . . . . . . . . . . . . . . . . . . . . . . 2 0 3 Inventories . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 500.00 4 Bonds and notes receivable(attach an itemized list) . . . . . . . . . . . 4 0 5 Corporate stocks(attach an itemized list) . . . . . . . . . . . . . . . . 5 0 6 Loans receivable(attach an itemized list) . . . . . . . . . . . . . . . . . 6 7 Other investments(attach an itemized list) 7 0 8 Depreciable and depletable assets(attach an itemized list) . . . . . . . . . . . . . . 8 111,000.00 9 Land . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 0 10 Other assets(attach an itemized list) . . . . . . . . . . . . . . . . 1 10 0 11 Total Assets (add lines 1 through 10) . . . . . . . . . . . . . . . . . 11 Liabilities 122,469.00 12 Accounts payable . . . . . . . . . . . . . . . . . . . . . . 12 0 13 Contributions, gifts, grants, etc. payable . . . . . . . . . . . . . . . . 13 0 14 Mortgages and notes payable(attach an itemized list) . . . . . . . . . . . 14 37,115.00 15 Other liabilities(attach an itemized list) . . . . . . . . . . . . . . . . . 15 0 16 Total Liabilities(add lines 12 through 15) . . . . . . . . . . . . 16 37,115.00 Fund Balances or Net Assets 17 Total fund balances or net assets . . . 17 18 Total Liabilities and Fund Balances or Net Assets(add lines 16 and 17) 18 37,115.00 19 Have there been any substantial changes in your assets or liabilities since the end of the period ❑ Yes Z No shown above? If"Yes,"explain. Public Charity Status Part X is designed to classify you as an organization that is either a private foundation or a public charity. Public charity status is a more favorable tax status than private foundation status. If you are a private foundation, Part X is designed to further determine whether you are a private operating foundation. (See instructions.) 1a Are you a private foundation? If"Yes,"go to line 1b. If"No,"go to line 5 and proceed as instructed. 91 Yes ❑ No If you are unsure, see the instructions. b As a private foundation, section 508(e) requires special provisions in your organizing document in addition to those that apply to all organizations described in section 501(c)(3). Check the box to confirm that your organizing document meets this requirement,whether by express provision or by reliance on operation of state law.Attach a statement that describes specifically where your organizing document meets this requirement, such as a reference to a particular article or section in your organizing document or by operation of state law. See the instructions, including Appendix B, for information about the special provisions that need to be contained in your organizing document. Go to line 2. 2 Are you a private operating foundation?To be a private operating foundation you must engage F11 Yes ❑ No directly in the active conduct of charitable, religious, educational, and similar activities, as opposed to indirectly carrying out these activities by providing grants to individuals or other organizations. If "Yes,"go to line 3. If"No,"go to the signature section of Part XI. 3 Have you existed for one or more years? If"Yes,"attach financial information showing that you are a private ® Yes ❑ No operating foundation;go to the signature section of Part A. If"No,"continue to line 4. 4 Have you attached either(1)an affidavit or opinion of counsel, (including a written affidavit or opinion ® Yes ❑ No from a certified public accountant or accounting firm with expertise regarding this tax law matter), that sets forth facts concerning your operations and support to demonstrate that you are likely to satisfy the requirements to be classified as a private operating foundation; or(2)a statement describing your proposed operations as a private operating foundation? 5 If you answered "No"to line 1a, indicate the type of public charity status you are requesting by checking one of the choices below. You may check only one box. The organization is not a private foundation because it is: a 509(a)(1)and 170(b)(1)(A)(i)—a church or a convention or association of churches.Complete and attach Schedule A. ❑ b 509(a)(1)and 170(b)(1)(A)(ii)—a school. Complete and attach Schedule B. ❑ c 509(a)(1)and 170(b)(1)(A)(iii)—a hospital, a cooperative hospital service organization, or a medical research ❑ organization operated in conjunction with a hospital. Complete and attach Schedule C. d 509(a)(3)—an organization supporting either one or more organizations described in line 5a through c, f, g, or h ❑ or a publicly supported section 501(c)(4), (5), or(6)organization. Complete and attach Schedule D. Form 1023 (Rev.6-2006) i Form 1023(Rev.6-2006) Name:Greater Boston Chapter 106,Experimental Aircraft Asso EIN: 11 _3781759 Page 11 Public Charity Status(Continued) e 509(a)(4)—an organization organized and operated exclusively for testing for public safety. ❑ f 509(a)(1)and 170(b)(1)(A)(iv)—an organization operated for the benefit of a college or university that is owned or ❑ operated by a governmental unit. j g 509(a)(1)and 170(b)(1)(A)(vi)—an organization that receives a substantial part of its financial support in the form ❑ of contributions from publicly supported organizations, from a governmental unit,or from the general public. h 509(a)(2)—an organization that normally receives not more than one-third of its financial support from gross ❑ investment income and receives more than one-third of its financial support from contributions, membership fees, and gross receipts from activities related to its exempt functions(subject to certain exceptions). i A publicly supported organization, but unsure if it is described in 5g or 5h.The organization would like the IRS to ❑ decide the correct status. 6 If you checked box g, h, or i in question 5 above,you must request either an advance or a definitive ruling by selecting one of the boxes below. Refer to the instructions to determine which type of ruling you are eligible to receive. a Request for Advance Ruling:By checking this box and signing the consent, pursuant to section 6501(c)(4) of ❑ the Code you request an advance ruling and agree to extend the statute of limitations on the assessment of excise tax under section 4940 of the Code.The tax will apply only if you do not establish public support status at the end of the 5-year advance ruling period.The assessment period will be extended for the 5 advance ruling years to 8 years, 4 months, and 15 days beyond the end of the first year. You have the right to refuse or limit the extension to a mutually agreed-upon period of time or issue(s). Publication 1035,Extending the Tax Assessment Period, provides a more detailed explanation of your rights and the consequences of the choices you make. You may obtain Publication 1035 free of charge from the IRS web site at www.irs.gov or by calling toll-free 1-800-829-3676. Signing this consent will not deprive you of any appeal rights to which you would otherwise be entitled. If you decide not to extend the statute of limitations,you are not eligible for an advance ruling. Consent Fixing Period of Limitations Upon Assessment of Tax Under Section 4940 of the Internal Revenue Code For Organization Angier M.Ames -------------------------------------------------------- -------------------------------------------------- ---- ---------------_-- (Signature of Officer,Director,Trustee,or other (Type or print name of signer) (Date) authorized official) Treasurer -------------------------------------------------- (Type or print title or authority of signer) For IRS Use Only ------------------------------------------------------------------------------------------------------------ ----- -------------------- IRS Director,Exempt Organizations (Date) b Request for Definitive Ruling:Check this box if you have completed one tax year of at least 8 full months and ❑ you are requesting a definitive ruling.To confirm your public support status, answer line 6b(i) if you checked box g in line 5 above. Answer line 6b(ii) if you checked box h in line 5 above. If you checked box i in line 5 above, answer both lines 6b(i)and (ii). (i) (a) Enter 2% of line 8, column (e)on Part IX-A. Statement of Revenues and Expenses. (b) Attach a list showing the name and amount contributed by each person, company, or organization whose ❑ gifts totaled more than the 2% amount. If the answer is"None,"check this box. (ii) (a) For each year amounts are included on lines 1, 2, and 9 of Part IX-A. Statement of Revenues and Expenses, attach a list showing the name of and amount received from each disqualified person.If the answer is"None,"check this box. ❑ (b) For each year amounts are included on line 9 of Part IX-A. Statement of Revenues and Expenses, attach a list showing the name of and amount received from each payer, other than a disqualified person, whose payments were more than the larger of(1) 1% of line 10, Part IX-A. Statement of Revenues and Expenses, or(2)$5,000. If the answer is"None," check this box. ❑ 7 Did you receive any unusual grants during any of the years shown on Part IX-A. Statement of ❑ Yes ® No Revenues and Expenses? If"Yes,"attach a list including the name of the contributor,the date and amount of the grant, a brief description of the grant, and explain why it is unusual. Form 1023 (Rev.6-2006) Form 1023(Rev.6-2006) Name:Greater Boston Chapter 106,Experimental Aircraft Asso EIN: 11 – 3781759 Page 12 A MMI M User Fee Information You must include a user fee payment with this application. It will not be processed without your paid user fee. If your average annual gross receipts have exceeded or will exceed$10,000 annually over a 4-year period, you must submit payment of$750. If your gross receipts have not exceeded or will not exceed $10,000 annually over a 4-year period,the required user fee payment is$300. See instructions for Part XI, for a definition of gross receipts over a 4-year period. Your check or money order must be made payable to the United States Treasury.User fees are subject to change. Check our website at www.irs.gov and type "User Fee"in the keyword box, or call Customer Account Services at 1-877-829-5500 for current information. 1 Have your annual gross receipts averaged or are they expected to average not more than$10,000? ® Yes ❑ No If"Yes,"check the box on line 2 and enclose a user fee payment of$300(Subject to change—see above). _ If"No,"check the box on line 3 and enclose a user fee payment of$750(Subject to change—see above). 2 Check the box if you have enclosed the reduced user fee payment of$300(Subject to change). ❑ 3 Check the box if you have enclosed the user fee payment of$750(Subject to change). 1 declare under the penalties of perjury that I am authorized to sign this application on behalf of the above organization and that I have examined this application,including the accompanying schedules and attachments,and to the best of my knowledge it is true,correct,and complete. Please Angier M.Ames December22,2007 Sign ----------------- ---------------- ------------- ------------------------------------ ------------------------- Here (Signature of Officer,Director,Trustee,or other (type or print name of signer) (Date) authorized officiaq Treasurer -------------------------------------------------- (Type or print title or authority of signer) Reminder: Send the completed Form 1023 Checklist with your filled-in-application. Form 1023 (Rev.6-2006) Fort 1023(Rev.6-2006) Name: Greater Boston Chapter 106,Experimental Aircraft Asso ESN: 11 _ 3781759 Page 20 Schedule E. Organizations Not Filing Form 1023 Within 27 Months of Formation Schedule E is intended to determine whether you are eligible for tax exemption under section 501(c)(3)from the postmark date of your application or from your date of incorporation or formation, whichever is earlier. If you are not eligible for tax exemption under section 501(c)(3)from your date of incorporation or formation, Schedule E is also intended to determine whether you are eligible for tax exemption under section 501(c)(4)for the period between your date of incorporation or formation and the postmark date of your application. 1 Are you a church, association of churches,or integrated auxiliary of a church? If"Yes," complete ❑ Yes m No Schedule A and stop here. Do not complete the remainder of Schedule E. . 2a Are you a public charity with annual gross receipts that are normally$5,000 or less? If"Yes," stop ❑ Yes m No here. Answer"No" if you are a private foundation, regardless of your gross receipts. b If your gross receipts were normally more than $5,000, are you filing this application within 90 days ❑ Yes m No from the end of the tax year in which your gross receipts were normally more than$5,000? If"Yes," stop here. 3a Were you included as a subordinate in a group exemption application or letter? If"No,"go to line 4. ❑ Yes 0 No b If you were included as a subordinate in a group exemption letter, are you filing this application ❑ Yes ❑ No within 27 months from the date you were notified by the organization holding the group exemption fetter or the Internal Revenue Service that you cease to be covered by the group exemption letter? If "Yes,"stop here. c If you were included as a subordinate in a timely filed group exemption request that was denied, are ❑ Yes ❑ No you filing this application within 27 months from the postmark date of the Internal Revenue Service final adverse ruling letter? If"Yes,"stop here. 4 Were you created on or before October 9, 1969? If"Yes,"stop here. Do not complete the remainder [Z Yes ❑ No of this schedule. 5 If you answered "No"to lines 1 through 4, we cannot recognize you as tax exempt from your date of ❑ Yes ❑ No formation unless you qualify for an extension of time to apply for exemption. Do you wish to request an extension of time to apply to be recognized as exempt from the date you were formed? If"Yes," attach a statement explaining why you did not file this application within the 27-month period. Do not answer lines 6, 7, or 8. If"No,"go to line 6a. 6a If you answered "No"to line 5, you can only be exempt under section 501(c)(3)from the postmark ❑ Yes ❑ No date of this application.Therefore, do you want us to treat this application as a request for tax exemption from the postmark date? If"Yes,"you are eligible for an advance ruling. Complete Part X, line 6a. If"No,"you will be treated as a private foundation. Note.Be sure your ruling eligibility agrees with your answer to Part X, line 6. b Do you anticipate significant changes in your sources of support in the future? If"Yes,"complete ❑ Yes ❑ No line 7 below. Form 1023 (Rev.6-2006) i Form 1023(Rev.6-2006) Name:Greater Boston Chapter 106,Experimental Aircraft Asso EiN: 11 -3781759 Page 21 Schedule E. Organizations Not Filing Form 1023 Within 27 Months of Formation(Continued) 7 Complete this item only if you answered"Yes"to line 6b. Include projected revenue for the first two full years following the current tax year. Type of Revenue Projected revenue for 2 years following current tax year (a)From-------------- (b)From--------------- (c)Total To To 1 Gifts, grants, and contributions received (do not include unusual rants 2 Membership fees received 3 Gross investment income 4 Net unrelated business income 5 Taxes levied for your benefit 6 Value of services or facilities furnished by a governmental unit without charge(not including the value of services generally furnished to the public without charge) 7 Any revenue not otherwise listed above or in lines 9-12 below(attach an itemized list) 8 Total of lines 1 through 7 9 Gross receipts from admissions, merchandise sold, or services performed, or furnishing of facilities in any activity that is related to your exempt purposes(attach itemized list) 10 Total of lines 8 and 9 11 Net gain or loss on sale of capital assets (attach an itemized list) 12 Unusual grants 13 Total revenue.Add lines 10 through 12 8 According to your answers,you are only eligible for tax exemption under section 501(c)(3)from the ► ❑ postmark date of your application. However, you may be eligible for tax exemption under section 501(c)(4)from your date of formation to the postmark date of the Form 1023.Tax exemption under section 501(c)(4)allows exemption from federal income tax, but generally not deductibility of contributions under Code section 170. Check the box at right if you want us to treat this as a request for exemption under 501(c)(4)frorh your date of formation to the postmark date. Attach a completed Page 1 of Form 1024,Application for Recognition of Exemption Under Section 501(a),to this application. Form 1023 (Rev.6-2006) ti Form 1023(Rev.6-2006) Name: Greater Boston Chapter 106,Experimental Aircraft Asso EIN: 11 —3781759 Page 24 Schedule G. Successors to Other Organizations la Are you a successor to a for-profit organization? If"Yes,"explain the relationship with the ® Yes ❑ No predecessor organization that resulted in your creation and complete line 1 b. b Explain why you took over the activities or assets of a for-profit organization or converted from for-profit to nonprofit status. 2a Are you a successor to an organization other than a for-profit organization?Answer"Yes" if you have ❑ Yes ® No taken or will take over the activities of another organization; or you have taken or will take over 25% or more of the fair market value of the net assets of another organization. If"Yes,"explain the relationship with the other organzation that resulted in your creation. b Provide the tax status of the predecessor organization. c Did you or did an organization to which you are a successor previously apply for tax exemption ❑ Yes ® No under section 501(c)(3)or any other section of the Code? If"Yes," explain how the application was resolved. d Was your prior tax exemption or the tax exemption of an organization to which you are a successor ❑ Yes ® No revoked or suspended? If"Yes," explain. Include a description of the corrections you made to re-establish tax exemption. e Explain why you took over the activities or assets of another organization. 3 Provide the name, last address, and EIN of the predecessor organization and describe its activities. Name: See support for Schedule G for detailed explanation EIN; —UNKNOWN Address: UNKNOWN-The organization provided no records-only made a cash donation 4 List the owners, partners, principal stockholders, officers,and governing board members of the predecessor organization. Attach a separate sheet if additional spa e is needed. Name Address Share/Interest(If a for-profit) provided UNKNOWN No records ovded - UNKNOWN No records provided UNKNOWN No records provided UNKNOWN No records provided UNKNOWN No records provided 5 Do or will any of the persons listed in line 4, maintain a working relationship with you? If"Yes," ❑ Yes ® No describe the relationship in detail and include copies of any agreements with any of these persons or with any for-profit organizations in which these persons own more than a 35% interest. 6a Were any assets transferred,whether by gift or sale,from the predecessor organization to you? [0 Yes ❑ No If"Yes," provide a list of assets, indicate the value of each asset, explain how the value was determined, and attach an appraisal, if available. For each asset listed, also explain if the transfer was by gift, sale, or combination thereof. b Were any restrictions placed on the use or sale of the assets? If"Yes," explain the restrictions. ❑ Yes Z No c Provide a copy of the agreement(s) of sale or transfer. 7 Were any debts or liabilities transferred from the predecessor for-profit organization to you? ❑ Yes ® No If"Yes," provide a list of the debts or liabilities that were transferred to you, indicating the amount of each, how the amount was determined, and the name of the person to whom the debt or liability is owed. 8 Will you lease or rent any property or equipment previously owned or used by the predecessor ❑ Yes ® No for-profit organization, or from persons listed in line 4, or from for-profit organizations in which these persons own more than a 35% interest? If"Yes,"submit a copy of the lease or rental agreement(s). Indicate how the lease or rental value of the property or equipment was determined. 9 Will you lease or rent property or equipment to persons listed in line 4, or to for-profit organizations ❑ Yes W1 No in which these persons own more than a 35% interest? If"Yes," attach a list of the property or equipment, provide a copy of the lease or rental agreement(s), and indicate how the lease or rental value of the property or equipment was determined. Form 1023 (Rev.6-2006) Form 1023 Checklist (Revised June 2006) Application for Recognition of Exemption under Section 5O1(c)(3) of the Internal Revenue Code Note.Retain a copy of the completed Form 1023 in your permanent records. Refer to the General Instructions regarding Public Inspection of approved applications. Check each box to finish your application (Form 1023). Send this completed Checklist with your filled-in application. If you have not answered all the items below, your application may be returned to you as incomplete. i ❑ Assemble the application and materials in this order: • Form 1023 Checklist • Form 2848,Power of Attorney and Declaration of Representative(if filing) • Form 8821, Tax Information Authorization (if filing) • Expedite request (if requesting) • Application (Form 1023 and Schedules A through H, as required) • Articles of organization • Amendments to articles of organization in chronological order • Bylaws or other rules of operation and amendments • Documentation of nondiscriminatory policy for schools, as required by Schedule B • Form 5768, Election/Revocation of Election by an Eligible Section 501(c)(3) Organization To Make Expenditures To Influence Legislation (if filing) • All other attachments, including explanations, financial data, and printed materials or publications. Label each page with name and EIN. © User fee payment placed in envelope on top of checklist. DO NOT STAPLE or otherwise attach your check or money order to your application. Instead, just place it in the envelope. ❑✓ Employer Identification Number(EIN) 0 Completed Parts I through XI of the application, including any requested information and any required Schedules A through H. • You must provide specific details about your past, present, and planned activities. • Generalizations or failure to answer questions in the Form 1023 application will prevent us from recognizing you as tax exempt. • Describe your purposes and proposed activities in specific easily understood terms. • Financial information should correspond with proposed activities. 0 Schedules. Submit only those schedules that apply to you and check either "Yes" or"No" below. Schedule A Yes_ No✓ Schedule E Yes✓ No_ Schedule B Yes_ No✓ Schedule F Yes— No Schedule C Yes— No✓ Schedule G Yes✓ No_ Schedule D Yes_ No✓ Schedule H Yes_ No i i ❑✓ An exact copy of your complete articles of organization (creating document). Absence of the proper purpose and dissolution clauses is the number one reason for delays in the issuance of determination letters. • Location of Purpose Clause from Part III, line 1 (Page, Article and Paragraph Number) Pagel Art III A&B • Location of Dissolution Clause from Part III, line 2b or 2c (Page, Article and Paragraph Number) or by operation of state law Page 1 Art IV ❑✓ Signature of an officer, director, trustee, or other official who is authorized to sign the application. • Signature at Part XI of Form 1023. © Your name on the application must be the same as your legal name as it appears in your articles of organization. Send completed Form 1023, user fee payment, and all other required information, to: Internal Revenue Service P.O. Box 192 Covington, KY 41012-0192 If you are using express mail or a delivery service, send Form 1023, user fee payment, and attachments to: Internal Revenue Service 201 West Rivercenter Blvd. Attn: Extracting Stop 312 Covington, KY 41011 ® Pdntod an nroyabd p&W V 18 Part IV. Narrative - Description of Your Activities I. Describe Completely and in Detail Your Past, Present, and Planned activities ACTIVITIES OVERVIEW --The Greater Boston EAA Chapter 106 holds monthly educational and scientific programs principally toward the furtherance of construction and safe operation of aircraft. In fact, 80% of our 95 EAA106 programs/seminars/events for 2004-2007 (see items 1-10 below) were/are educational in nature. An additional 12% were/are programs mostly geared toward youth —to inspire youth to study and someday become involved with aviation. The remaining 8% involve a more informal/social gathering to talk about aviation (once or twice a year) where there is usually no specific program. The chapter occasional makes field trips to Aviation Museums, Aircraft Restoration Facilities, Special Aviation Events, & Aviation Equipment Manufacturers. Monthly, we announce what we call a "Dawn Patrol'—a fly/drive aviation destination for members/guests to meet to view aircraft and discuss aviation. The chapter occasionally holds an event similar to Young Eagles, but for adults, for providing various aircraft experiences (members volunteer a flight to fellow members and possibly guests). For those building aircraft and conducting a first flight, the chapter has members who are part of the EAA Technical Counselor and Flight Advisors programs. The chapter issues a periodic (usually monthly) newsletter with information on upcoming programs, news and photos from prior events, a notice of items for sale, and aviation articles (latter are most often educational in nature related to construction of aircraft and safe flying practices). NOTE: Answers to IRS Part IV questions are below activities details —see section II below. SPECIFIC ACTIVITIES — (See SUMMARY& DETAILS for each of the following in a section called "IN DETAIL" later in Part IV) 1) 37 Educational Programs — Related to the construction of aircraft 2) 9 Educational Programs — Related to safety and/or safe operation of aircraft 3) 7 Educational Programs - Related to flying 4) 7 Educational Programs — Related to specific aircraft & aircraft equipment 5) 12 Educational Programs - General -sometimes with chapter business, too 6) 4 Educational Programs - Host museum aircraft- also a fundraiser 7) 4 Field Trips - to Aviation Museums, Aircraft Restoration Facilities, Aviation Equipment Manufacturers & Special Aviation Events 8) 9 Youth-related Programs — inspire youth to study & become involved with aviation 9) 2 Flight experience events — (similar to Young Eagles, but for adults) 10) 8 Social gatherings to talk about aviation - usually no specific 11) 45 Dawn Patrols - A monthly fly/drive aviation destination to view aircraft 12) EAA106 Technical Counselor and EAA Flight Advisor 13) EAA106. Hangar, Workshop & Tools — (promote aircraft construction methods) 14) EAA106 Newsletters — (many educational articles and information) 15) EAA106 Members network 16) EAA106 Executive Board Meetings "IN DETAIL" —AT THE END of Part IV (after summary answers to 7 IRS questions) are the supporting documentation details for the above 15 activities — Each has an overview followed by a list of all PAST & PRESENT details and a discussion about our FUTURE plans. Greater Boston EAA Chapter 106 -- 501(c)(3) Part IV Narrative plus 7 Q&A Page 1 of 15 19 II. Include information that answers the following 7 questions 1) What is the activity? SUMMARY: Principally the Greater Boston EAA Chapter 106 hosts educational programs to promote and facilitate not only the safe and best practices for the construction of aircraft, but safety in flying. SEE Part IV.I OVERVIEW and list of 15 "SPECIFIC ACTIVITIES" SEE BELOW for DETAILS supporting summary for Part IV question 1 2) Who conducts the activity? SUMMARY: Members and invited/guest speakers. Meetings are open for members & guests. SEE BELOW for DETAILS supporting summary for Part IV question 2 3) When is the activity conducted? SUMMARY: Educational programs typically run between 1-3 hours with most being 2 hours in length. These are usually conducted either on a Friday night or Saturday morning in order that members and guests who work may find time to travel and attend the maximum number of educational programs of interest. Special and/or multi-day events (such as hosting museum aircraft, a sport pilot tour stop, or our fly-in with seminars) are typically on a full Saturday (and sometimes the full day (or two) before and after). Executive Committee meetings are monthly. SEE BELOW for DETAILS supporting summary for Part IV question 3 4) Where is the activity conducted? SUMMARY: Programs for members and guests are usually held at our EAA106 hangar, other facilities (Airport's garage, VA Hospital classroom, other hangars), and occasionally a member's house (latter if looking at an aircraft under construction as part of an educational program) SEE BELOW for DETAILS supporting summary for Part IV question 4 5) How does the activity further your tax exempt purposes? SUMMARY: Activities 1-10 (out of the 16 categories) consist of 95 EAA106 programs, seminars, and events during 2004-2007. 80% of these 95 programs/seminars/events for 2004-2007 were educational in nature and another 12% were mostly programs for youth. The remaining 80/0 were twice annual social events (attendees pay) which sometimes include an educational program. SEE BELOW for DETAILS supporting summary for Part IV question 5 6) What percentage of your total time is allocated to the activity? SUMMARY: 96% of the activities 1-10 "run-time" was in support of our educational programs and youth activities. However, when looking at the man-hours volunteered by members to plan and run all activities, the number is 99.6% (This 99.6% includes man-hours involved in running each activity, as well as the Executive Committee meetings, additional event- specific planning, preparation of advertising, mails, calls, set-up/tear-down, newsletter, and more.) SEE BELOW for DETAILS supporting summary for Part IV question 6 7) How is the activity funded? SUMMARY: Member dues, fundraising, and donations. SEE BELOW for DETAILS supporting summary for Part IV question 7 "IN DETAIL" —AT THE END of Part IV (after summary answers to 7 IRS questions) are the supporting documentation details for the above overview and list of activities . . . . . . . . . . . . . . . END of SUMMARY section . . . . . . . . . . . . . . Greater Boston EAA Chapter 106 -- 501(c)(3) Part IV Narrative plus 7 Q&A Page 2 of 15 20 I. DETAILS for the above Past, Present, and Planned activities: 1) 37 Educational Programs — Related to the construction of aircraft: PAST & PRESENT: MAY-04 Presentation on building and flying a Cozy IV— Marc Zeitlin JUN-04 FLY-IN of RVs— 1 of the seminars was related to construction of aircraft: Basic metalworking workshop: Bob DiMeo JUL-04 Homebuilt Airship—The design, fabrication, & flight OCT-04 Member Jim Foley talk about the building and flying of his amphibious SeaRey NOV-04 Visit to member Norm Michaud to learn about the building and flying of his KR-2S APR-05 Automotive Engines in aircraft and Hydro-forming aluminum MAY-05 Visit to member Bruce Ryan to learn about the building of his Lancair IV-P JUN-05 RV & CANARD FLY-IN — 5 seminars related to construction of aircraft: DAR -What it takes to get the airplane inspected —Joe Gauthier Basics of electrical wiring for RVs — Fred Stucklen Aerobatic considerations for RVs- setup and testing — Dennis Sawyer Canard Aircraft Maintenance - Ken Miller Hands-on - Basic metalworking workshop — Bob DiMeo OCT-05 Member Angelo Koshier talk about the building and flying of his HELICYCLE NOV-05 CORROSION —Types, Prevention, Detection, Repair FEB-06 Visit to member Pete Schwarzenbach to learn about building the RV-7 JUL-06 RV & CANARD FLY-IN —8 seminars related to construction of aircraft: Hydraulic Hoses & Fittings (w DEMO) — Scott Valler Electrical/Wiring — Fred Stucklen Rigging, Control Cables, & Safety Wiring (w/ DEMO) — Rob Reno DAR - Homebuilt Inspection —Joe Gauthier Canard Maintenance— Ken Miller Basic Building -- a HANDS-ON metal-working WORKSHOP— Bob DiMeo Defiant & Subaru Engines— Bob LaBonte & Gary Newsted Adhesives—Tom Walsh AUG-06 Visit to member Dave Schoneman to learn about his RV-8A construction OCT-06 A trip to Maine to see antique aircraft restoration & replication (1910's aircraft) MAR-07 Visit member/project— Russ Beckner& his Dyke Delta JUN-07 RV & CANARD FLY-IN — 8 seminars related to construction of aircraft: Mags - L/R/B Ignition Systems - (Troubleshooting & Maintenance)— Bill Eason DAR - Homebuilt Inspection & the 51% rule— Joe Gauthier Electrical/Wiring — Fred Stucklen Welding — George Morland Basic Building -- a HANDS-ON metal-working WORKSHOP— Bob DiMeo ROTARY ENGINES —Why and How—John Slade (w/ his Cozy IV) Building & Flying the Defiant— Steve Sorenson & Bob LaBonte Defiant power ... Subaru versus Lycoming —Steve Sorenson & Bob LaBonte AUG-07 Member Alan Cate gives a talk about building his Thorpe T-211 AUG-07 Member Vic Duphily gives a talk about upgrading his MaxAir Drifter to an E-LSA (PLANNED: NOV-07) Visit to member Angier Ames to learn about building a Lancair& Helicycle FUTURE: The chapter plans to continue hold frequent (usually monthly) educational programs—especially programs such as the above— Related to construction of aircraft. Some months may have multiple programs/seminars/events. 2008 plans are not vet set. Greater Boston EAA Chapter 106 -- 501(c)(3) Part IV Narrative plus 7 Q&A Page 3 of 15 21 2) 9 Educational Programs — Related to safety and/or safe operation of aircraft: PAST & PRESENT: APR-04 Cold Weather Survival — by Scott McCarthy JUN-04 FLY-IN of RVs— 1 seminar related to safety and/or safe operation of aircraft: Formation Flying: Stu McCurdy of Formation Flight Int'I (FFI) Preparing for your first flight: Joe Gauthier FEB-05 Member Lou Pascucci — Gyrocopters! & the end of his gyro JUN-05 RV & CANARD FLY-IN — 1 seminar related to safety and/or safe operation of aircraft: Formation Flying basics - Frank Pullano Jr NOV-06 We hold our 2nd FAA wings program! — COLD Weather Survival seminar ! JUN-07 RV & CANARD FLY-IN —3 seminars related to safety and/or safe operation of aircraft: Homebuilt First Flights—Joe Gauthier Taildragger Transition — Roland Noyes 20 QUESTIONS—A through PRE-FLIGHT (ie: beyond the checklist— long time, Rental, Club, New)— Sean O'Leary FUTURE: The chapter plans to continue hold educational programs—such as the above— Programs related to safety and/or safe operation of aircraft. 2008 plans are not vet set. 3) 7 Educational Programs - Related to flying: PAST & PRESENT: JAN-04 Ed Masterson -AirVenture Cup Cross-Country Air Race JUN-05 RV & CANARD FLY-IN — 1 seminar related to flying: Trials & tribulations of flying a COZY IV across the USA— Marc Zeitlin AUG-05 B-17 — Member Austin Rounds— Flew B-1 7s in WWII MAR-06 Sport Pilot seminar— New FAA category -- Sport pilot & Light Sport Aircraft info APR-06 We hold our 1 st FAA Wings program! —Obtain, retain, regain your FAA Medical JUL-06 RV & CANARD FLY-IN — 1 seminar related to flying: Flight Medical — Richard N. Warnock, M.D. (AME) JUN-07 Gyrocopters ! —Why gyrocopters are fun and various models -- by Bill Gronemeyer FUTURE: The chapter plans to continue hold educational programs— such as the above— Related to flying. 2008 plans are not vet set. 4) 7 Educational Programs — Related to specific aircraft & aircraft equipment: PAST & PRESENT: MAR-04 A Visit to Avidyne Corporation (glass cockpit panels) SEP-04 TRIP to visit FlightStar in Ellington, CT (members carpooled) MAY-06 Terrafugia's 'Transistion' — a new "Roadable Aircraft" (Flying car design) JUN-06 Talk at BBQ about flying EAA's 1929 Ford Tri-Motor— Cody Welch AUG-07 Diamond Star visits us @ LWM & presentation SEP-07 Visit Terrafugia —"Roadable Aircraft" update & prototyping shop tour (PLANNED: OCT-07) Kollsman Avionics — IR Cameras & Heads Up Display development FUTURE: The chapter plans to continue hold educational programs—such as the above— Related to specific aircraft& aircraft equipment. 2008 plans are not yet set. Greater Boston EAA Chapter 106 -- 501(c)(3) Part IV Narrative plus 7 Q&A Page 4 of 15 22 5) 12 Educational Programs -General -sometimes with chapter business, too PAST & PRESENT: JAN-05 Annual Mtg - 2004 review, 2005 plans, & Video on flying into remote locations MAR-05 Arthur Allen, Chairman Mass Aeronautics Comm — State of Aviation in Massachusetts JUN-05 Civil Air Patrol — Major Fisher— CAP does 95% of inland S&R JAN-06 Annual Mtg - 2005 accomplishments, 2006 plans, &video about Float Planes JUL-06 RV & CANARD FLY-IN — 1 seminar related to general topic of Light Sport Aircraft: Sport Pilot & Light Sport Aircraft— Lezlie Colburn-Diggins SEP-06 MAJOR EVENT --We host EAA's 1St New England Sport Pilot Tour Stop FEB-07 Annual Mtg - 2006 recap, 2007 plans, & video (Big Rocks & Long Props)! MAR-07 Participate in the FAA's New England Aviation Expo APR-07 Show New Release aviation movies— One Six Right & One Six Left- documentaries MAY-07 Early Massachusetts Aviation — History of flying on Plum Island -- by Ted Russell JUN-07 RV & CANARD FLY-IN —2 seminars related to general topics— LSA & Airparks: SPORT PILOT — Update —AND—Sport Pilot/ Light Sport Aircraft Q&A — FAA Larry Clymer— Mgr, Light-Sport Aviation Branch (Oklahoma City) Residential Airparks— benefits & issues w/ resource list—Tom Muller FUTURE: The chapter plans to continue hold educational programs— such as the above general programs. 2008 plans are not vet set. 6) 4 Educational Programs — Host museum/historical aircraft—also a fundraiser The chapter has hosted the major New England tour stop for historical aircraft from the EAA AirVenture Museum www.airventuremuseum.org over the past four years. The two aircraft, the World War II B-17 Flying Fortress bomber www.B17.org and the rare 1929 Ford Tri-Motor www.FlyTheFord.org brings the museum to the local area for the many who would otherwise not get an opportunity to see these aircraft. The chapter also through it's volunteer efforts to support these museum aircraft visits, receives a portion of the proceeds from the tour stop sales. PAST & PRESENT: SEP-05 We host EAA Aviation Museum's WWII B-17 major tour stop in New England JUN-06 We host EAA Aviation Museum's 1929 Ford Tri-Motor 1St visit to New England AUG-06 We host EAA Aviation Museum's WWII B-17 major tour stop in New England AUG-07 We host EAA Aviation Museum's WWII B-17 major tour stop in New England FUTURE: The chapter plans to offer to host museum aircraft on an annual basis— such as the above — but it is up to the museum to decide whether to accept our application to host the museum aircraft. 2008 plans are not vet set, but we plan to invite the WWII B-17 and the 1929 Tri-Motor to return. 7) 4 Field Trips — to Aviation Museums, Aircraft Restoration Facilities, Aviation Equipment Manufacturers & Special Aviation Events PAST & PRESENT: The chapter has held four field trips in the past four years as part of our educational programs. Each of the following is included above under the applicable Educational Program category: a) Trip in MAR-04 to Avidyne Corporation in Bedford, MA — listed under 4) Educational Programs— Related to specific aircraft& aircraft equipment: —to view and learn about glass cockpit panels— including trying out demonstration equipment — local field trip— members drove themselves a) Trip in SEP-04 to visit FlightStar in Ellington, CT — listed under 4) Educational Programs— Related to specific aircraft & aircraft equipment: Greater Boston EAA Chapter 106 -- 501(c)(3) Part IV Narrative plus 7 Q&A Page 5 of 15 23 —to view and learn about a new category of aircraft called Light Sport Aircraft ' — members carpooled — by car or personal aircraft a)Trip in OCT-06 to Maine to visit well-known antique aircraft restoration & replication expert — listed under 1) Educational Programs— Related to construction of aircraft —to view and learn about see 1910's aircraft replication for reenactments —the chapter chartered a bus and participants paid the chapter for the ride a) Trip SEP-07 to visit the design & prototyping facility of Terrafugia —Woburn, MA — listed under 4) Educational Programs— Related to specific aircraft & aircraft equipment: —to learn about the design and view the prototyping of their"Roadable Aircraft" — local field trip— members drove themselves FUTURE: The chapter plans to continue field trips, on occasion, to Aviation Museums, Aircraft Restoration Facilities, Aviation Equipment Manufacturers, & Special Aviation Events. 2008 plans are not vet set. 8) 9 Youth-related Programs — inspire youth to study & become involved with aviation SUMMARY: "EAA Young Eagles" is a national program organized by our parent organization, The Experimental Aircraft Association where over 1.3 million youth have been flown to date. More than just a ride, it's an experience where the youth are taught a little about the planes, controls, airports, and flying in a mini-session and flight. See www.You ngEagles.orq Such "EAA Young Eagle" events are held through the kind donation of members who volunteer their time, travel expense, and mostly the fuel and maintenance expense on their aircraft as they volunteer to fly these youth to inspire them to study and become involved in aviation someday, whether that be as a pilot, aeronautical engineer, or even just an aviation advocate. PAST & PRESENT: SEP-05 We fly EAA Young Eagles (youth 8-17) free flight experience to inspire youth! JUN-06 We fly"EAA Young Eagles" (youth 8-17) -free flight experience to inspire youth! OCT-06 We fly "EAA Young Eagles" (youth 8-17) -free flight experience to inspire youth! NOV-06 We fly "EAA Young Eagles" (youth 8-17) -free flight experience to inspire youth! OCT-06 Participated in FAA's Aviation Expo for Youth at Logan Int'I Airport ! (est 600 youth) MAY-07 We fly "EAA Young Eagles" (youth 8-17) -free flight experience to inspire youth! JUL-07 We fly "EAA Young Eagles" (youth 8-17) -free flight experience to inspire youth! (PLANNED: OCT-07) We fly "EAA Young Eagles" (youth 8-17) -free flight experience! (PLANNED: OCT-07) Participate in FAA's Aviation Expo for Youth at Logan Int'l Airport ! FUTURE: The chapter plans to continue hold "EAA Young Eagle" events every year— probably multiple events per year. Each event is dependant on finding enough volunteer members to fly the youth. 2008 plans are not vet set. 9) 2 Flight experience events — (similar to Young Eagles, but for adults) SUMMARY: Similar to the EAA Young Eagles programs to provide flight experiences to inspire youth to learn to fly, EAA106 members with aircraft occasionally volunteer to fly adults— mostly members, but guests, too. EAA has since created a program such as this, which EAA calls the "EAA Flying Start" program. See http://www.eaa.org/chapters/programs/flystart.asp for details. PAST & PRESENT: AUG-04 "Fly-a-Member" & Annual chapter cook-out (members who attend pay for food) JUL-05 "Fly-a-Member" & Annual chapter cook-out (members who attend pay for food) FUTURE: Greater Boston EAA Chapter 106 -- 501(c)(3) Part IV Narrative plus 7 Q&A Page 6 of 15 24 The chapter plans to continue hold flight experience events for adults, whether that be events such as we've held in 2004 & 2005, or whether we move to the model of the new "EAA Flying Start" program (which has 3 subprograms— informal, formal, and one-on-one). 2008 plans are not vet set. 10) 8 Social gatherings to talk about aviation — sometimes with a program PAST & PRESENT: DEC-04 Annual Holiday Dinner Party (at Joe's Cafe at airport—attendees pay) SEP-05 BBQ during EAA Aviation Museum's WWII B-17 tour stop (attendees pay) DEC-05 Annual Holiday Dinner Party (at Something Different airport Cafe—attendees pay) JUN-06 BBQ & speaker- during EAA Aviation Museum's 1929 Ford Tri-Motor tour stop. AUG-06 BBQ during EAA Aviation Museum's WWII B-17 tour stop (attendees pay) DEC-06 Annual Holiday Dinner Party (pot-luck— members bring the food) AUG-07 BBQ during EAA Aviation Museum's WWII B-17 tour stop (attendees pay) (PLANNED: DEC-07) Annual Holiday Dinner Party & learn about the RotorWay helicopter FUTURE: The chapter plans to continue hold an annual party at the end of the year. Members either bring the food (if the party is a pot-luck), or they pay for the cost of their food (if the party is at a restaurant) Occasionally, a program may be included as well. 2008 plans are not vet set. 11) 45 "Dawn Patrols" — A monthly fly/drive aviation destination to view aircraft SUMMARY: Monthly, we announce what we call a "Dawn Patrol"—a fly/drive aviation destination for members/guests to meet to view aircraft and discuss aviation in a less formal environment than our monthly program which may not afford enough time before or after the program for such exchanges. In the warmer months, we identify an aviation event which may be of interest to members and guests —such as a fly-in, air show, aviation museum open house, another EAA chapter's event, etc. while in the colder months when there are no aviation events, an aviation restaurant is identified where members can gather (food at their own expense) to view aircraft on the field and discuss aviation. DETAILS supporting summary: A list of all Dawn Patrols for period of 2004-2007 PAST & PRESENT: Month Airport Location ID Aviation event(or meet at location if no aviation event) Jan-04 Nashua, NH ASH meet at: Midfield Cafe Mar-04 Beverly Airport BVY meet at: Something Different Cafe Apr-04 Lawrence Airport LWM meet at: Joe's Caf6 May-04 Hampton Airfield 763 Hampton Fly-In& Fly-Market - all-day event--meet for lunch at 1 lam Jun-04 Sanford, ME SFM Sanford Airport--Airport Open House&Car Show Jul-04 Hanson, MA 28M EAA Colonial Chapter 279-"Cranland"Airport- Breakfast Fly-In Aug-04 Skyhaven, NH DAW Skyhaven Airshow/Fest-www.ossir)eeaviation.50megs.com Sep-04 Nashua, NH ASH Aviation Heritage Festival - http://www.dwc.edu/festival/ Oct-04 Plymouth, MA PYM EAA UL-62 Fly-In--Judging/trophies, FAA Sport Pilot Team from OK, more... Nov-04 Keene EEN meet at: Country Kettle Dec-04 Stow, MA 6136 meet at: Nancy's AirField Cafe Jan-05 Beverly Airport BVY meet at: Something Different Cafe Feb-05 Alton Bay, NH B12 Alton Bay Ice Port Fly-In Mar-05 Lawrence Airport LWM meet at:Joe's Cafe Apr-05 Keene EEN jEAA Chapter 1314 Fly-In I May-05 Hampton Airfield 7B3 lHampton Fly-In& Fly-Market - all-day event--meet for lunch at 11 am Jun-05 Stow, MA n/a lCollings Foundation—Aviation Museum (&Car Museum)Open House Greater Boston EAA Chapter 106 -- 501(c)(3) Part IV Narrative plus 7 Q&A Page 7 of 15 25 r Jul-05 Greenland, NH n/a Sanderson Field Fly-In-- 1 pm FAA seminar on new Sport Pilot category Aug-051 Rochester, NH DAW Skyhaven Airport--Airshow and Aviation Display Sep-05 Nashua, NH ASH DWC Aviation Heritage Festival, Nashua, NH--seminars all day Oct-05 Plymouth, MA PYM new EAA Chapter 1450 fly-in&seminars-sport pilot, runway safety, charts Nov-05 Stow, MA 6136 meet at: Nancy's AirField Caf6 Dec-05 Norwood, MA ORD meet at:The Runway Caf6 Jan-06 Nashua, NH ASH meet at: Midfield Cafe Feb-06 Lawrence Airport LWM meet at:Joe's Cafe Mar-06 Stow, MA 666 meet at: Nancy's AirField Cafe Apr-06 Nashua, NH ASH 2006 FAA Aviation Expo w/seminars (at Daniel Webster College) May-06 Hampton Airfield 7133 Hampton Fly-In&Fly-Market - all-day event--meet for lunch at 11 am Jun-06 Stow, MA n/a Collings Foundation—Aviation Museum (&Car Museum)Open House Jul-06 Greenland, NH n/a Sanderson Field"Yankee" Fly-In w seminars Aug-06 Hanson, MA 28M EAA Colonial Chapter 279-"Cranland"Airport-Breakfast Fly-In Aug-06 Nashua, NH ASH Visit to see member Dave Shoneman's RV-7 (turned into a 2hr program) Sep-06 Tauton, MA 1M8 EAA196-Myrick's Fly-In--hftp://www.eaal96.org/myricks.htm Oct-06 Limerick, ME n/a 113us trip to see D.Smith's 1910's aircraft replication&restoration work(Prgm) Nov-06 Lawrence Airport LWM meet at: Joe's Cafe Dec-06 Hampton Airfield 7133 meet at: Hampton Airport Caf6 Feb-07 Stow, MA 666 Nancy's AirField Caf& Apr-07 Fitchburg, MA FIT Fitchburg Airport May-07 Plum Island 2132 Plum Island --Pot Luck, Fly-In, and Aviation Museum Jun-07 Stow, MA n/a Collings Foundation—Aviation Museum (&Car Museum)Open House Jul-07 Sanford, ME SFM Sanford Airport--7th Annual Airport Open House Sep-07 Tauton, MA 1M8 EAA196-Myrick's Fly-In--hftp://www.eaal96.org/myricks.htm FUTURE: The chapter plans to continue to announce monthly "EAA106 Dawn Patrols" which provide an opportunity for members and guests to meet to see aircraft and discuss aviation. Balance of'07: 11 Oct-07 Hanson, MA I 28M JEAA Colonial Chapter 279-"Cranland"Airport- Breakfast Fly-In Nov-07 Nashua, NH I ASH Imeet at: Midfield Cafe Dec-07 Stow, MA 16136 Imeet at: Nancy's AirField Caf6 2008 plans are not yet set. 12) EAA Technical Counselor and EAA Flight Advisor SUMMARY: For those building aircraft and conducting a first flight, the chapter has members who are part of the EAA Technical Counselor and Flight Advisor programs DETAILS supporting summary: These two programs are described on our parent organization's webpage about each program at these links: EAA Technical Counselor: hftp://www.eaa.org/chapters/programs/technical counselors.asp EAA Flight Advisor: hftp://www.eaa.org/chapters/programs/flight advisors.asp PAST & PRESENT: Since individual members directly (1-on-1) call on the EAA106 Technical Counselor and/or EAA106 Flight Advisor to assist them, the chapter leadership does not have records of every occurrence in the recent past. FUTURE: The chapter plans to continue to ask 1 (or more) technically capable members to be EAA106 Technical Counselor(s) and/or EAA106 Flight Advisor(s). 2008 plans are not vet set. Greater Boston EAA Chapter 106 -- 501(c)(3) Part IV Narrative plus 7 Q&A Page 8 of 15 26 13) EAA106 Hangar, Workshop & Tools — (promote aircraft construction methods) SUMMARY: The chapter has a hangar and a workshop, both of which are rented out at fair-market rates to members— principally in support of the education and methods for safe and proper aircraft construction. Some tools are available for any member (even those not renting hangar space) to arrange to utilize at the hangar. Many of our monthly educational programs are held at the hangar where members and guests may view and talk to the aircraft builders about their project and construction methods. PAST & PRESENT: Over the past four years;there have been a variety of airplanes being constructed or upgraded in the chapter hangar by members. Presently, there are four aircraft being built or upgraded in the main hangar and one aircraft which is a group project in the chapter workshop, plus four aircraft at the chapter tie-downs outside the hangar.. (note: Hangar space, workshop space, and tie-downs are rented to members at fair-market rates). FUTURE: The chapter plans to continue to have the above-mentioned hangar and workshop facility and with fundraising efforts, perhaps to build an additional hangar to support a wider number and variety of such activities as described above, including the educational programs. 14) EAA106 Newsletters SUMMARY: The chapter issues a periodic (usually monthly) newsletter with information on upcoming programs, news, and photos from prior events. We endeavor to print interesting and informative aviation articles from EAA106 members and outside sources (with permission and credit), most often educational in nature related to construction of aircraft and safe flying practices. . The newsletters also include information on aviation items for sale, chapter merchandise offerings, other (non-EAA106) aviation events, and thank yous for donations. PAST & PRESENT: The chapter newsletters may be viewed at the following link: http://www.eaal06.org/newsletters/newsletters.htm Note that the newsletters are usually monthly, however the missed issues will be caught up on a 2-month issue basis until current, then resume a monthly issuance. All delinquent newsletters are expected to be caught up by the end of 2007, resulting in 42 newsletters for the 4-year period of 2004-2007. FUTURE: The chapter plans to continue to issue newsletters which will include educational articles in addition to announcing upcoming programs and other information. 15) EAA106 Members network SUMMARY: The knowledge and experience of the chapter members is sometimes called upon by other members and even on occasion from those outside of our chapter. This expertise may be from having built an experimental kit or plans-built aircraft, owning a certified aircraft, or through training (as an Aircraft & Powerplant (A&P) mechanic, Aircraft Inspector (AI) mechanic, or Certified Flight instructor(CFI). The connection is sometimes made via our chapter roster (issued periodically to members) and often though communication by those interested in a contact via an Officer. The chapter has even had some outside out chapter make contact asking if any of our members have experience with a particular make and model aircraft—and without giving out the members info, the request is forwarded to the member with the expertise for them to decide whether they wish to help. PAST & PRESENT: The chapter has provided networking information in the form of both an occasional issuance of the members roster (limited to our members) and through e-mail and/or phone contact with an Officer making the networking connection. While we don't keep track of every occurrence, a recent example follows: Greater Boston EAA --106 Chapter 1 p 50 (c)(3) Part IV Narrative plus 7 Q&A Pae 9 of 15 i 27 On 09/11/07, a new member asked 5 questions about contacting others with experience building a particular model aircraft, info about working with sheet metal construction, search for EAA technical and /or flight advisors, request for help with his aircraft construction, and a question about conducting first flights. We were able to respond with detailed information on every question. This is just one of many such networking occurrences over the past few years. FUTURE: The chapter plans to continue to provide a member roster for members to network and assist members via e-mail and phone between roster issuances and/or when they have more specific questions such as in the 9/11 example above. The chapter also plans to improve it's website to more readily identify what aircraft expertise is among the membership to further the networking. 16) EAA106 Executive Board Meetings SUMMARY: In order to minimize the boring details of the planning for EAA106 programs and events, all business is handled (with a few exceptions) in monthly EAA Executive Board meetings held at a different time and place than the general monthly meetings. These Board meetings are open for any member to attend. The exceptions to conducting business outside chapter program meetings/events are: 1) One annual meeting (usually early January) for reviewing and approving that year's budget. 2) Nominations (usually in September). 3) Elections (usually in October). 4)Any other business requiring membership approval, such as possible by-law updates, budget updates, etc. PAST, PRESENT, & FUTURE: The chapter has and will continue to separate the planning work into Board meetings and keep the general programs/events to a few announcements followed by the main topic/speaker of that meeting, except where a membership approval (budget, by-laws, elections, etc) is required. II. DETAILS for the answers to 7 questions: 1) What is the activity? See above for SUMMARY DETAILS supporting summary for Part IV question 1: a) To provide educational information usually as a monthly program and sometimes as one of several seminars run by us at our fly-in -- primarily about the construction and safe flying of aircraft. See I. above for the complete list of programs for 2004 through 2007— by category b) To provide a facility and tools as a place for members and guests to gather to foster aircraft construction and discussions about construction methods and for holding chapter programs and building workshops. Five (5) aircraft are being built in our presently chapter hangar and workshop (rented out at standard airport rates). c) To foster and inspire youth through our involvement in EAA's Young Eagles program d) To foster discussion among members/guests about aircraft building methods, safe flight, etc 2) Who conducts the activity? See above for SUMMARY DETAILS supportinq summary for Part IV question 2: a) EAA106 chapter members do presentations about aircraft they are building and/or construction techniques (many examples in category A above --- no fee paid) b) Often we invite guest speakers, however presently we cannot afford to obtain any speakers which require speaker fees and/or full travel expenses. Meetings are open for all to attend (member or guest) at no charge, except where an expense is involved, such as a bus trip to a museum might necessitate. c) Members give the "Young Eagles" their flight experience as a donation of their time, fuel, Greater Boston EAA Chapter 106 -- 501(c)(3) Part IV Narrative plus 7 Q&A Page 10 of 15 4 r 28 wear and tear on their aircraft (maintenance expense), and travel to/from the airport. The ground crew for Young Eagle events also donate their time and travel to/from the event. d) Members donate their time & travel expense to support our major events, such as hosting museum aircraft (WWII B-17 bomber& 1929 Ford Tri-Motor— both from the EAA Aviation Museum), Sport Pilot Tour Stops, Sport Pilot Tour Stop, and our annual Fly-In w/ seminars. 3) When is the activity conducted? See above for SUMMARY DETAILS supporting summary for Part IV question 3: a) Programs for Members & Guests are usually on a Friday evening in the colder months unless the program is to learn about the construction of an aircraft which is at a member's house, in which case, these usually are held on a Saturday morning for easier commuting. b) Programs for Members & Guests are usually on a Saturday morning in the warmer months so that members and guests may also see the latest progress on other aircraft (such as those being constructed at our hangar). c) Major events often are more than a half-day, such as: i) Hosting EAA Aviation Museum aircraft for a tour stop in New England (usually involves 3-4 days for the public plus a day for set-up and Press involvement) ii) Running our annual Fly-in with seminars (usually involves 1 very long day for the public plus a half day for set-up) iii) EAA Sport Pilot Tour Stop with seminars (only one so far--was a full day for set-up plus 1 very long day for the public) d) Monthly (sometimes more often, as needed) EAA106 Executive Committee Meetings Other than one annual business meeting required by EAA and for approving our budget (which we try to hold in conjunction with a shorter educational program), we minimize the business of running the organization to mostly our separate 3-hour EAA106 Executive Committee Meetings (which any member may attend) and an occasional small business item before starting the educational program at a regular monthly program for members & guests. 4) Where is the activity conducted? See above for SUMMARY DETAILS supporting summary for Part IV question 4: a) Programs for Members & Guests - Many are held on a Friday evening (colder months), usually in a classroom at the VA Hospital, Bedford, MA, since we do not presently have a year-round facilities (a goal our fundraising will help make possible in the future) b) Programs for Members & Guests in the warmer months (usually on a Saturday morning) are usually at our chapter hangar on the north side of at the Lawrence Municipal Airport, North Andover, MA. This allows members and guests to also see the latest aircraft being constructed at our hangar and attendees with planes who live further may fly in. Long-term it's our hope to someday expand and provide a better, more permanent facility for our seminars/programs along with more hangar and workshop space to further the educational nature of our activities as well as restrooms and heat for presentations throughout the year . c) Programs for Members & Guests are sometimes held at a member's house (usually on a Saturday morning for easier commuting) ---these can be anywhere in New England. d) Major events (such as those which involve a large number of public attendees - hosting EAA AirVenture Museum aircraft, EAA Sport Pilot Tour Stop, etc) are usually held at the Lawrence Municipal Airport's main airport area (opposite side of field than chapter hangar) and either are held in the grass area beside the main terminal (utilizing our chapter tents) and the main ramp (for the aircraft) or inside the Lawrence Municipal Airport's maintenance garage. e) EAA106 Executive Committee Meetings are usually held monthly (or more as needed) at a Greater Boston EAA Chapter 106 -- 501(c)(3) Part IV Narrative plus 7 Q&A Page 11 of 15 29 local (such as Woburn, MA) restaurant (members each pay for their own food) or sometimes at a local (Greater Boston area) airport or other facility. 5) How does the activity further your tax exempt purposes? See above for SUMMARY DETAILS supporting summary for Part IV question 5: 80% of our 95 programs/seminars/events for 2004-2007 were educational in nature and another 12% were mostly programs for youth. The remaining/6 were twice annual social events (attendees pay) which sometimes include an educational program. Reviewing the above list of our programs for 2004-2007: -- # of programs by category: 1) 37 programs - Educational Programs— Related to the construction of aircraft 2) 9 programs - Educational Programs— Related to safety and/or safe operation of aircraft 3) 7 programs - Educational Programs— Related to flying 4) 7 programs - Educational Programs— Related to specific aircraft & aircraft equipment 5) 12 programs - Educational Programs— General —sometimes with chapter business, too 6) 4 programs - Educational Programs— Host museum aircraft— also a chapter fundraiser! 7) 4 field trips - note: all 4 are included in the above applicable Educational Programs 8) 9 programs - Youth-related Programs — inspire youth to study & get involved w/ aviation 9) 2 Flight experience events— (similar to Young Eagles, but for adults) 10) 8 socials - Social gatherings to discuss aviation —some w/ program —attendees pay 6) What percentage of your total time is allocated to the activity? See above for SUMMARY DETAILS supporting summary for Part IV question 6: a) RUN-TIME HOURS A look at the amount of"run-time" for the activities/programs/seminars/events 96% of the activities 1-10 "run-time" was educational programs and youth activities. The following "run-time" numbers do NOT include -- all the MANY hours of preparation leading to each event in the way of planning, seeking volunteers, raffle items, etc, arranging advertising and putting up flyers, doing the bookkeeping after the event, etc -- all the number or people involved in each of the event "hours" shown here (ie: this is only the "run-time" of the actual presentations, public events, etc) Example 1 — Hosting EAA Museum historic aircraft— If the number people involved were multiplied times the hours of the event, it would be a far greater number--- the hosting of museum aircraft have typically about 20 or more people involved for every hour of the event (ie: 144 * 20 = approximately 2880 man-hours lust running the museum aircraft events, not preparing, advertising, etc) Example 2 — Flying youth in EAA's Young Eagles program — If the number people involved (pilots and ground crew) were multiplied times the hours of the Young eagles event, it would be a far greater number since typically there are an average of about 5 pilots and 5 ground crew involved (often more, occasionally less). 10 people involved for every hour of the event = 10 * 42 = approximately 420 man-hours gust running the Young Eagles events, not preparing, paperwork, etc) -- time before the presentation holding a mini-meeting for business & announcements -- set-up/tear-down time (about equal to the program time) Reviewing the above list of all our programs for 2004-2007, The following are the estimated "run-time" hours for programs— by category: (ie: 2-hr seminar is 2 run-time hours, 5 hrs flying youth flight experiences is 5 run-time hours) Greater Boston EAA Chapter 106 -- 501(c)(3) Part IV Narrative plus 7 Q&A Page 12 of 15 ti ` 30 1) 66 est hours for 37 Educational Programs- Related to construction of aircraft 2) 16 est hours for 9 Educational Programs- Related to safety/ safe operation of aircraft 3) 17 est hours for 7 Educational Programs- Related to flying 4) 17 est hours for 9 Educational Programs- Related to aircraft & aircraft equipment 5) 33 est hours for 12 Educational - General -sometimes with chapter business, too 6) 154 est hours for 4 Educational Programs- Host museum aircraft- also a fundraiser! 7) Hours involved with field trips included in above 1-6 and only for program, not travel. 8) 50 est hours for 9 Youth -related Programs- inspire youth to study & get involved 9) 4 est hours for 2 Adult flight experience events (similar to young Eagles, but for adults) 10)16 est hours for 8 Social gatherings (-2/yr)-some with programs. TOTAL RUN-TIME HOURS: 373 estimated run-time hours for programs/seminars/events for 2004 -2007 Excluding the run-time hours for social gatherings, leave 357 of the 373 run-time hours. Therefore: 96% of the run-time hours were primarily for educational and youth activities. b) VOLUNTEER MAN-HOURS (TOTAL of Board, Planning, Set-Up/Tear-Down, & Run-Time) A look at the total estimated volunteer man-hours of effort in support of the planning and execution of the activities/programs/seminars/events (NOTE: The below numbers exclude the time the volunteers spent traveling to/from their volunteer efforts at an event). The following are the estimated volunteer "man-hours" for 4 yrs of EAA106 activities: (ie: 5 hrs flying youth flight experiences times 5 pilots and 2 ground crew is 35 man-hours) 1) 1694 est man-hrs for 37 Educational Prgms- Related to construction of aircraft 2) 412 est man-hrs for 9 Educational Prgms- Related to safety/ safe operation of aircraft 3) 325 est man-hrs for 7 Educational Prgms- Related to flying 4) 325 est man-hrs for 9 Educational Prgms- Related to aircraft & aircraft equipment 5) 561 est man-hrs for 12 Educational - General - sometimes w/ chapter business, too 6) 2788 est man-hrs for 4 Educational Prgms- Host museum aircraft-also a fundraiser! 7) NOTE: Man-hrs involved with planning field trips included in above 1-6. 8) 422 est man-hrs for 9 Youth -related Prgms- inspire youth to study & get involved 9) 98 est man-hrs for 2 Adult flight experience events (similar to young Eagles) 10) 120 est man-hrs for 8 Social gatherings (-2/yr)- some with programs. 11) 45 est man-hrs for 45 Dawn Patrols" -A monthly fly/drive destination to view aircraft. 12) 48 est man-hrs for 8 EAA106 Technical Counselor and EAA Flight Advisor. 13) 960 est man-hrs for misc Efforts toward facilities & tools for aircraft construction methods. 14) 840 est man-hrs for 42 EAA106 Newsletters (est -20hrs/mo) 15) 48 est man-hrs unkn EAA106 Members network (est -1 hr/mo) TOTAL ESTIMATED VOLUNTEER MAN-HOURS OVER 4 YEARS (2004-2007): 8686 estimated volunteer man-hours for programs/seminars/events for 2004 -2007 Excluding the hours for social gatherings, leaves 8566 of the 8686 volunteer man-hours. Therefore: 99.6% of the volunteer man-hours were primarily for educational and youth activities, newsletters, technical counselor, flight advisor, Dawn Patrol, Board planning meetings, helping members network to exchange technical info, facilities work, etc. Greater Boston EAA Chapter 106 -- 501(c)(3) Part IV Narrative plus 7 Q&A Page 13 of 15 31 7) How is the activity funded? See above for SUMMARY DETAILS supporting summary for Part IV question 7: PAST & PRESENT: a) Member dues b) Fundraising activities— 1) Host museum aircraft and receive a fee based on the success of the event. The EAA AirVenture Museum www.airventuremuseum.org gives paid rides to the public in their historic aircraft and offers ground tours and EAA Museum merchandise for sale, too. EAA World War II B-17 Flying Fortress bomber website: www.1317.org EAA 1929 Ford Tri-Motor website: www.FlyTheFord.org The chapter's role in hosting the aircraft is not only to make all the arrangements, but to supply the volunteer labor to run most of the event as well. Arrangements which EAA106 facilitates include: i) Work with the Lawrence Municipal Airport, the Lawrence Municipal Airport Commission, and the Massachusetts Aeronautics Commission for permissions and agreements. ii) Work to negotiate hotel room rates at a significant discount for the volunteer crew from EAA which accompanies each aircraft (pilots, mechanics, tour coordinators) iii) Work to negotiate a significant fuel discount for the museum aircraft as well as a vehicle loan from the FBO for the volunteer crew from EAA which accompanies each aircraft. Labor roles for which EAA106 members volunteer: i) EAA106 volunteers load and unload the public from the museum aircraft flights, including escorting the public to/from the aircraft. ii) EAA106 volunteers man the entry/exit and inside the aircraft during the public ground tours through the museum aircraft. iii) Safety and Security. EAA106 volunteers set up a roped-off area around the museum aircraft for ground tours and patrol the area to ensure the public stays within the area for both safety and security reasons. EAA106 helps with "wand" screening when required. iv) The EAA AirVenture Museum brings merchandise (usually in a towed trailer). EAA106 volunteers man the trailer and try to sell as much merchandise as possible as well as sell ground tour tickets. v) The EAA106 volunteers direct the public to park on the grass for the event (to minimize impact on the other airport-based businesses). EAA revenue-sharing with EAA106—varies by aircraft: i) EAA World War II B-17 Flying Fortress bomber --The AirVenture Museum shares the tour stop revenue with EAA106 as follows: -- $30 /ticket sold for public flights -- 25% of ticket sales for public ground tours -- 15% of EAA AirVenture Museum merchandise sold by EAA106. ii) EAA 1929 Ford Tri-Motor--The AirVenture Museum shares the tour stop revenue with EAA106 as follows which is different than the B-17 agreement: -- First, the EAA AirVenture Museum requires the host chapter obtain at least$2500 by: a) Obtaining donations from businesses for the EAA AirVenture Museum b) Obtaining discounts and reduced expenses (such as the hotel discount EAA106 negotiated, free use of two vehicles for the aircraft crew, feeding the crew, etc, or c) Some combination of a) and b) -- IF the full $2500+ is obtained, the EAA AirVenture Museum provides the host chapter with $5 per ticket sold for a flights. -- IF the full $2500+ is NOT obtained, as was the case in 2006, the EAA AirVenture Greater Boston EAA Chapter 106 -- 501(c)(3) Part IV Narrative plus 7 Q&A Page 14 of 15 i 32 Museum first deducts the donations and 'in-kind" discounts from the $2500 and then divides $40 into the remaining number to reflect the number of seats for which there will be no revenue to the chapter. The host chapter then receives $5 per ticket sold for the flights after those initial kipped seats. EAA106's 2006 example: If only$2085 of"in-kind" discounts, donations, etc, the $2500-$2085 = $415. $415/$40 = 11 seats for which the chapter received no revenue. 253 seats less 11 = 242 times $5 each = $1210 (EAA106 also has expenses associated with each of these events which are not reflected in the above income from the EAA AirVenture Museum.) 2) Sale of merchandise by EAA106. At each of major events especially, and sometimes at meetings, we provide merchandise for sale as a fundraiser. Most often this merchandise consists of"wearables" with our chapter logo—t-shirts, polo shirts, hats, caps— but also some other items as well including sodas and chips to the public at the major events (hosting of museum aircraft and our annual fly-in with seminars. 3) Raffles At some of our major events we have sold tickets for a raffle, such as for an expensive airplane model or an embroidered jacket. 4) Donation Jar At our major events, we put out a donation jar for donations to EAA106 to help offset our expenses for the event. 5) Loans and/or Mortgage Our first facility required funds beyond those we had saved to date, so both a mortgage and loans were used to finance the construction. The mortgage has been paid off, but several loans are not yet paid off. As we look to build another facility to further our educational purposes, we will probably utilize some of the money raised by fundraising, but the majority will need to be another mortgage and/or loans. These mortgages and loans are paid off through rental of space at fair-market rates with a strong emphasis toward obtaining tenants who are building and/or flying homebuilt aircraft who may share info with visitors. FUTURE: We will continue to operate on dues, fundraising, and donations. FUTURE USE OF FUNDS RAISED: A) All present uses— Operating expenses and repayment of several loans. B) We are looking into the possible expansion of our facilities to have a more permanent meeting place (with heat, restroom facilities, audio/visual set-up permanently, etc) for hosting our educational programs. The expanded facility would also have additional workshop and hangar space to promote the safe construction of aircraft (to be rented at airport standard rates) and for hosting additional building seminars. C) Presently, we have been unable to afford to pay speaker fees and travel expenses, so we have been limited to speakers who either live close to our meeting and/or speakers who have been willing to generously give not only their time, but also to pay most, if not all, of their own travel expenses to come do a presentation for the chapter. In the future, we may utilize some funds for our educational programs to help obtain speakers who may require a fee and/or travel expenses. D) We may, as funds become more available and expenses are covered, possibly make small donations to other aviation-related 501(c)(3) organizations and/or provide scholarships to youth for aviation-oriented education. Greater Boston EAA Chapter 106 -- 501(c)(3) Part IV Narrative plus 7 Q&A Page 15 of 15 33 LPRGM/EVEN PLANNING EVENT TOTAL Greater Boston EAA Chapter 106 --Statistics for 501(c)(3)Part IV Narrative plus 7 O&A #ofN-TIME (including MAN- MAN- CATEGORY EVENTSHOURS Board HOURS HOURS 1 37 66 1480 214 1694 Educational Programs-Related to the construction of aircraft: 2 9 16 360 52 412 Educational Programs-Related to safety and/or safe operation of aircraft: 3 7 17 280 45 325 Educational Programs-Related to flying: 4 7 17 280 45 325 Educational Programs-Related to specific aircraft&aircraft equipment: 5 12 33 480 81 561 Educational Programs-General-sometimes with chapter business,too 6 4 154 1 800 1 1988 1 2788 Educational Programs-Host museum aircraft-also a fundraiser 7 4 Field Trip#s included in above Field Trips-to Aviation Museums,Aircraft Restoration,Aviation Mfg&Special Aviation Events 8 9 50 72 350 422 Youth-related Programs-inspire youth to study&become involved with aviation 9 2 4 80 18 98 Flight experience events-(similar to Young Eagles,but for adults) 10 8 16 104 16 120 Social gatherings to talk about aviation-usually no specific 11 45 45 45 "Dawn Patrols"-A monthly fly/drive aviation destination to view aircraft 12 n/a 48 48 EAA106 Technical Counselor and EAA Flight Advisor 13 n/a 480 480 960 EAA106 Hangar,Workshop&Tools-(promote aircraft construction methods) 14 42 840 840 EAA106 Newsletters 15 n/a 48 48 EAA106 Members network 16 n/a Board Member hrs Included in planning EAA106 Executive Board Meetings TOTALS for 4-year period of 2004-2007: # 1-6,8-10 95 373 3936 0 2809 6745 <--- EAA106 primary programs/seminars/events-educational or youth # J 573 1 840 1 528 1941 < All other acitivities-(tech counselor, newsletters,hangar,dawn patrols) TOTALS: 373 14509 1 840 1 3337 1 8686 <--- Total man-hours volunteered Unit #in 2004-2007 YEAR 4 93 1127 210 834 2172 <--- Average hours/year MONTH 12 8 94 18 70 1 181 <--- Average hours/month BOARD MBR 8 12 <--- Average hours/month for each of 8 EAA106 Executive Board members Note: Some Board members may,in their roles,spend more time,some less.This is an estimated average. & s #of events #run-time hrs Total man-hours #1-5 76% 72 40% 149 49% 3317 EDUCATIONAL(excluding aviation museum aircraft hosting) # 6 4% 4 41% 154 41% 2788 EDUCATIONAL(in support of hosting museum aircraft(these also serve as fundraisers)) #8-9 12% 11 14% 54 8% 520 Flight Experiences for youth(mostly)&adults&other youth programs - # 10 8%C 8 4%1 16 2%1 120 SOCIAL(-2/year--some w/educational program,some w/o) 100% 100% 100% 95.71%=just#1-9 98.22% =just#1-9 #of events j#run-time hrsl Total man-hours #1-6 80%+ 76 810 303 #1-6 91% 6105 <—Educational activities/programs/seminars/events #1-9 92%1 87 9E 357 #1-9 98% 6625 <--Educational activities/programs/seminars/events PLUS youth activities ALL efforts involved with planning and running the EAA Chapter 106(except 8 social events)during the 4 years of 2004-2007: Volunteered man-hours (for other than social): i 98.6% 8566 <--ALL activites & planning (except social/informal) •r , x x h "P , ne„ rw i N C7, ^,,,p a .w. w: x , y F T. a' • P' `� a '�`« ISI� p W� • y • C -ne _ y � X -V- . { 7, t s. .,,�, .. r X? orf �`-C twzl IP ME ��:- �°i r-' p,,. �^° �� �.* ." p �a a(S ,¢x;if�• w� yr�� , ��,�r�-; ;,,,� { , 9'""' aii rM�.bm '•' / �p, 'i+ �` 9 �'''�. X� :��� �i6 �K,�-+ � srsf,S � ►, * � '�'.9 ,t�''hti:��, ,i.. fs°' X73.. .� � .F� .,t���y, r•9 # .•1r�s '�• -,vy�^,' .,� ��' � �.`,�'�+�i.. . 4h'i. r"'" ��'M.,"r3 �' �'` i r ��y, y ,�'t ®^S•p.; a t,' �' i �sr �' may! ♦- Ra- _ ,y,,,t -�csn. �."� .7 zFkm fii r. ,c '( ,v r a ^ +C1�' w •r9 " rk'�.� .•�� W jy , :, i., t , er�R+rt•�,� . ` mac y M jtt��jtti��t�_'hr•SF �, ,� +�►� �yy_+• �-tii �w� y `� '.v.A�t«}V b,a.�,� gy,,tC, Q+.\..�, �� � �� � � a,�s'.,�.y�� ..' .• qaF ,t '�`�,r,•t'�'�- 7b}fit+���. y�+4.� ���*� �^. ,* yY� � d �, •r,7�Piel�7p �,• } � � � >"�a�f �hg's=�"'}t`�;�s� �. �w\.'Y 1 ,. .;§,,p x► �*_*+ -•�`;iY +.. lt`^P ads, ,s k'r�' t,�,7 ` vat ./t y C @ ,�-'.t•s4SLq'�".t'� •._'. md... .wd�s'f&6!.f�;1�.�'• z^ `` r1.'�a:�Feaa, s ��.�s"•�: ,-�» si► � v_ �:,.al. heater electrical panel 16 in window �� 30 in rnrindow 12 ft 8ft 8.5 ft —17 IL -7 i 18 ft —� 5 ft -*-j Z4.7 ft veil ing height 7 ft 3 ft 39 in vide windos 39 in window 9ft� in w 49.5 ft 10.5 ft 5 ft partition with 5.5 ft opening I 9 ft dbl door 28.5 inch wide doors Workshop Area Classroom Area EAM 06 ClassroomMorkshop , Our chapter NON-PROFIT record on the Commonwealth of Massachusetts website I http://www.sec.state.ma.us/cor/corpweb/Cornp/npfrm.htm SEARCH: http://corp.sec.state.ma.us/corp/corpsearch/Corpsearchinput.asp Use our ID: 113781759 I The Commonwealth of Massachusetts William Francis Galvin � P Secretary of the Commonwealth, Corporations Division One Ashburton Place, 17th floor Boston,MA 02108-1512 Telephone: (617)727-9640 Request a Certificate The exact name of the Nonprofit Corporation: GREATER BOSTON CHAPTER 106 EXPERIMENTAL AIRCRAFT ASS INC.* Entity Type: Nonprofit Corporation Identification Ntimber: 113781759 Old Federal Employer Identification Number (Old FEIN): 042700577 Gate of Organization in Massachusetts: 10/28/1966 Current Fiscal Month :Gay:01 /01 Previous Fiscal Month f Gay:01 /01 The location of its principal office in Massachusetts: No. and Street: 10 BELNAP ROAD City or Town: HYDE PARK State:MA Zip: 02136 Country:USA If the business entity is organized wholly to do business outside Massachusetts, the location of that office: No. and Street: City or Town: State: Zip: Country: The name and address of the Resident Agent: Name: No. and Street: City or Town: State: Zip: Country: The officers and all of the directors of the corporation: Title Individual Name Address(no PO Box) Expiration First,Middle,Last,Suffix Address,City or Town.State,Zip Code of Term PRESIDENT PENELOPE BOWMAN 28 LONG HILL BOXFORD,MA01921 USA The officers and all of the directors of the corporation: Title Individual Name Address(no Po Box) Expiration First,Middle,Last,Suffix Address,City or Town,State,Zip Code of Term PRESIDENT PENELOPE BOWMAN 28 LONG HILL BOXFORD,MA01921 USA TREASURER ANGIER AMES 250 CUTLER RD. HAMILTON,MA0193e USA CLERK MARK O.HODGESON 235 WOBURN ST. MEDFORD,MA02155 USA DIRECTOR CHRISTOPHER ROOP 58 JEWETT ST. GEORGETOWN,MA01833 USA Consent _ Manufacturer _ Confidential Data _ Does Not Require Annual Report Partnership _ Resident Agent _ For Profit _ Merger Allowed Note:There is additional information located in the cardfile that is not available on the system. Select a type of filing from below to view this business entity filings: ALL FILINGS Annual Report Application For Revival Articles of Amendment Articles of Consolidation-Foreign and Domestic J View Filings New Search Comments, 02001-2007 Commonwealth of Massachusetts All Rights Reserved Heft) I a- � ,w� ,� 7 ■ ii �' �'r d +5 'S� �„r•1.t�w. tit � , w Ott i .�x yy•4b� i v*5 �x�'t� � t t+ �d��'w ^,�" 1: � 1*' _ r�. �,, �,,* �*.<"�l�\a�s. ;:�,rr E �,•�jr", , � �*" � C r .e. (pf t�tY' �•. . -.'f,S °! <:` "'9 •C:= �:'�1+7"" ��xfa�.'+'�"4\`'�7 rc-R, •� `.`�S�'" .�. +a:,� ,�; i•¢ i �p� �1i►�' ° !t s ,,�,:+..��'"�' •s �•�6y���.v� � +a�� �,,� 'i� �,� �, -�t' K+ � - IIS � T s .tJ�;, m �;�„��r i•`"' «► ''_� cif. ,',.#[Sys`r • a '!, `' �''�'° 4 "� ,a► i � ar .�•.` �.� r `tij �i '!� }a yyc�y�, 3 t,! �'-:.:. 1 x "s`.z'�°a,•, � �,fi ,�- ,..s r-•< .. a • �f gym„ • • x" �` k n. � r � 1 �. i a s f 4 ' l' { We are Chapter 106 of the Experimental Aircraft Association (EAA). The EAA is a 5016 nonprofit corporation with chapters throughout the world. The main goals of EAA and of our chapter, EAA106, are to promote aviation, especially among the youth of our society, and to promote and assist individuals in the building of their own personal aircraft. EAA106 is the largest and most active EAA chapter in New England with about 184 members, and is based at Lawrence Airport. We are applying for permission to place a converted trailer on our leasehold near our hangar. This trailer has been converted to a workshop and classroom by another EAA chapter(which is moving into a hangar), and is well suited to our needs. This application includes the following documents: 1. A site plan. 2. A drawing of the floor plan of the workshop/classroom. 3. A picture of the trailer as it now stands in Cape Cod. We plan to paint it light tan to match our hangar, and make other cosmetic improvements as soon as weather allows. 4. A copy of our non-profit status from the Commonwealth of Massachusetts web site. 5. A partial copy of our 5016 application for IRS recognition of our non-profit tax exempt status. (We expect this application to be approved later this year.) We have included Form 1023, which is the basic application form. There are 67 pages of supporting documentation that accompany this form in the application. We have only included Part IV, which is a description of our activities. The first page lists the specific activities we are involved in, and the following pages describe them in more detail. If you need any more information, or if you need any representatives of EAA106 to attend any meetings, please do not hesitate to call me. Thanks again for your help. Sincerely, Joel Ventura Hangar Comptroller, EAA106 978 475-6875 (hm) 781736-2039 (wk) ventura@brandeis.edu x.10 R Tly t Town of . tAndover o_ dover, Mass.,0 LAKE �A COCHICHEWICK`yA' ' ORATED i'P� �5 S BOARD OF HEALTH Food/Kitchen PERMIT T D- Septic System !'�at �' � , BUILDING INSPECTOR THIS CERTIFIES THAT...................................'......`.�... p ��': �yf?t �:.. �sScc,, CA /4'r; . ............................................... Foundation buildings on `�`�i�'....... has permission to erect.................. �'W' /���� Rough ,—lam ................................. ...... .... ............................. to be occupied as ` !.: ..F.....:......................�C......, Chimney �J.. ....................... ....... . . . . ... provided that the person accepting this permit shall in every respect conform to...the terms...........of....the.......application...... ..... .......on....file. . ..in Final this office, and to the provisions of the Codes and By-Laws relating to the Inspection, Alteration and Construction of Buildings in the Town of North Andover. PLUMBING INSPECTOR VIOLATION of the Zoning or Building Regulations Voids this Permit. Rough PERMIT EXPIRES IN 6 MONTHS Final UNLESS CONSTRUCTI N STARTS ELECTRICAL INSPECTOR. I d/� Rough ..... ........ .......................... BUI DIN .. Service G INSPECTOR � Final Occupancy Permit Required to Occupy Building GAS INSPECTOR i Display in a Conspicuous Place on the Premises — Do Not Remove Rough Final No Lathing or Dry Wall To Be Done Until Inspected and Approved by the Building Inspector. FIRE DEPARTMENT Burner Street No. SEE REVERSE SIDE Smoke Det. i . Date... ....--.................... or ,•'. 0 TOWN OF NORTH ANDOVER PERMIT FOR WIRING SSACMUS� This certifies that .v .0. -. r.................................... has permission to � Y" �. ... ... .................................................... wiring in the building of�:�,, ................:..................... at.. 7-?/........... ......... ................. North Andover Mass. ., Fee 4�5....... Lic.No/ 4F (�- �. ELECTRICAL INSPECTOR Check # 137 8077 FROM :Rc FAX NO. :9785357408 Mar. 26 2008 07:13AM P1 Commonwealth of-MassachusettsERev Use only y G 77 . . Department of • ' BOARD OF SIRE PREVENTION.REGULATIONSnd Fcc:Checked /v pie blank APPLICATION FOR PERMIT TO PERFORM ELECTRICAL WQRK' . Au'�to be�romlid in acaotdancc with the Maseaehu"itq Electrical Code(MEG),C CMR 12:t7o t?'LEASEPRINTINlNKOR TYP ALL INFORM,lTION) Date: City or Town of.. de ki�. By this application the undersigned gives nonce of his or her tention to 'To the Irttpector of Wires: perform the electrical work described below. Location(Street&Number) j j O T ),n p Owner or Tenant f 0 relephoae No . yr Y 71 - Ownert Address' // Yq 1,.b L f A mz?d YooC , M A ' o�p ri o Is this permit in conjunction with a building permit? Yes u No 0 . (Check Appropriate Box) Purpose of Building Qa p�ire-s!+�- _Utility Authorization No. Existing Service 100 Amps �,� o /�''/a Volts Overhead❑ Undgrd No.,of Meters New Service Amps 1 Volts 'Overhead❑ Undgrd 0 No.of Meters Number of Feeders and Ampacity Location and Nature•ofProposed Electrical Work E ! 6 0o Sub Comlotion the o!/owin table be wahed the! o A?rv.. No.of Recessed Fixtures No.of CeiL4usp.(Paddle)Fans o'o Tota Transfo efs KVA No.of Lighting Outlets No.of Hot Tabs Generators KVA No,of Lighting Fixtures Swimming Pool Aboveffm o.o mergency rng d. rnd. Battc Unita No.'of Receptacle Outlets No.of Oil Burners . FIRE ALARMSNo.of Zones No.of Switches No:of Gas Burners . o-o. et on an bitiadur 'ees No.of Ranges No.of Air Coad. 'Tons No.of Alerting.Devices. • No of Woste Disposers �p um er ons o.o elf ontara Tota b• ' Detectf rtinit Devices No.of Dishwasbers Space/Area Reating KW Local ❑ on D Other t No.of Dryers Pleating Appliances ply becurity bWema: of No.o eviees or Equivalent o:o Heaters KW o Si Ballasts Data Wlr ng: A . No.of Devices or rvalent No.Hydromassage Bathtubs No.of Motors Total HP a ecommunscations Wiring, OTHER: No.of Devices or uivale l�rti 5AA101-9 ftach addIdonal deraff{!desired oF at required by the f»speefor of{Vlr�, INSURANCE COVERAGE: Unless waived by the owner,no permit for the performance of electrical work may issue unless the licensee provides proof of liability insurance inchtding'bompleted operation"coverage or its substantial equivalent The undersigned certifies that such coverage is in.foree,and has exhibited proof of same to the.permit issuing office. CHECK ONE: INSURANCE❑ 'BOND ❑ OTHER (D (Specify:) xpiratton Date) Estimated.Value of Electrical Work: (When required by municipal policy.) Work to Start• • .•- — Inspections to be requested in accordance with•MEC Rule 10,and upon completion. l certify,finder Ute pains and penaltles of perjmry,thar the itlforn otion ort this application is late acrd co»tpleta FIRM NAME.: LIC.-NO.: Licensee: e' Signature LIG NO.:- (Ijepplicah e,entsr''esxrnpt"in the license number 'me.) Bus.Tel.No.' !gyg S T`Z•yOty Address: /I.- t' i - y6p" Alt.Tel.No.:�r.gyp 7 7a 2� OWNERS u.�URANCa WAiviriR: i am aware Licensee does not have 1 b;3ity insurance core normally requiied by taw. By my signature below,Uhereby waive this requirement. I am the(chick one) owner i�ownert agent. Owner/Ageat Signature elephoneNo g PERMYT F'EE:$ hg, O I J 7 c� 3� t� r y l r � a - 7� IY3 Q kT YW �� -cid. .,�{� ..-- - ---- 'j to _ rl :re?fSSr�/J9A S(ml�� /, + a ' . ^ iOJ j d W3cc I LL