FOUNDATION FOR THE HORSE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR THE HORSE (EIN 61-1259683)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-26
- IRS object ID
- 201102699349300035
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-26T17:49:35-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W VINE STREET SUITE 600 | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 40507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611259683 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAEP FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AAEP | NameControl |
| Phone | 8592330147 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4075 IRON WORKS PARKWAY | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 405118462 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID L FOLEY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8592330147 | Phone |
| Date Signed | 2011-08-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAULA C HANSON | Name |
| Phone | 8592552341 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID L FOLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4075 IRON WORKS PARKWAY | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 405118462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 940843 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AAEP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | TO AID, SPONSOR, PROMOTE AND CONTRIBUTE TO EDUCATION IN FURTHERANCE OF THE TREATMENT, CARE AND WELFARE OF THE HORSE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 32 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 334212 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 352945 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -54811 | InvestmentIncomePriorYear |
| Investment Income Current Year | 57466 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 131302 | OtherRevenuePriorYear |
| Other Revenue Current Year | 27665 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 410703 | TotalRevenuePriorYear |
| Total Revenue Current Year | 438076 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 178097 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 163688 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 124982 | OtherExpensePriorYear |
| Other Expenses Current Year | 193294 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 303079 | TotalExpensesPriorYear |
| Total Expenses Current Year | 356982 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 107624 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 81094 | RevenuesLessExpensesCY |
| Total Assets BOY | 1883238 | TotalAssetsBOY |
| Total Assets EOY | 2125134 | TotalAssetsEOY |
| Total Liabilities BOY | 8435 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22231 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1874803 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2102903 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO IMPROVE THE HEALTH AND WELFARE OF THE HORSE THROUGH SUPPORT OF RESEARCH, EDUCATION, BENEVOLENCE AND THE EQUINE COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 118688 | Expense |
| Grants | 118688 | Grants |
| Description | CONTRIBUTIONS IN FURTHERANCE OF THE TREATMENT AND WELFARE OF THE HORSE - THE FOUNDATION WORKS HAND-IN-HAND WITH PRACTITIONERS TO CONFRONT THE NEEDS OF THE HORSE AND THE PROFESSION. THE FOUNDATION SERVES AS AN ADVOCATE FOR THE ASPIRING EQUINE VETERINARIAN, THE HORSE IN NEED AND THE RESEARCHER DETERMINED TO ADVANCE EQUINE MEDICINE. SINCE 1994, THE FOUNDATION HAS ALLOCATED OVER $1 MILLION TO SUPPORT EDUCATION, OUTREACH AND RESEARCH. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 45000 | Expense |
| Grants | 45000 | Grants |
| Description | SCHOLARSHIPS AND GRANTS FOR EQUINE VETERINARY STUDENTS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 131656 | Expense |
| Description | STUDENT PROGRAMS AND EDUCATION FOR AAEP MEMBERS AND THEIR CLIENTS AND THE COORDINATION AND FUNDING OF EQUINE RESEARCH | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 295344 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID L FOLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8592330147 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4075 IRON WORKS PARKWAY | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 405118462 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DICKSON VARNER DVM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| W DAVID WILSON BVMS MS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRIAN S CARROLL DVM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROXY J BELL DVM MSC DACT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PETER C BOUSUM VMD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BA RUCKER DVM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SCOTT A HAY DVM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEBRA C SELLON DVM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DESMOND P LEADON MVB FRCVS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CAROL KATHRYN CLARK DVM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HARRY W WERNER VMD | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| NATHANIEL A WHITE II | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM A MOYER DVM | ||||||
| PRESIDENT - ELECT | 1.00 | X | 0 | 0 | 0 | |
| JEFFREY T BERK VMD | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |
| JOHN S MITCHELL DVM | ||||||
| VICE-PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| JAY D ADDISON DVM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN A STICK DVM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BILL BREWER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROGER E REES DVM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOSIE L TAUB-DARGATZ DVM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID L FOLEY | ||||||
| EXECUTIVE DIRECTOR | 35.00 | 0 | 213655 | 35158 | X | |
| BRAD MITCHELL | ||||||
| DIRECTOR OF FINANCE & OPERATIONS | 40.00 | 0 | 120229 | 21500 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 333884 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 56658 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 102756 | FundraisingEvents |
| Related Organizations | 35000 | RelatedOrganizations |
| All Other Contributions | 215189 | AllOtherContributions |
| Noncash Contributions | 83701 | NoncashContributions |
| Total Contributions | 352945 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56325 | TotalRevenueColumn |
| Exclusion | $56,325 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50617 | TotalRevenueColumn |
| Exclusion | $50,617 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 418292 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 417151 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1141 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1141 | TotalRevenueColumn |
| Exclusion | $1,141 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 62664 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 102756 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 85616 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -22952 | TotalRevenueColumn |
| Exclusion | -$22,952 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 438076 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $85,131 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118688 | Total |
| Program Services | 118688 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45000 | Total |
| Program Services | 45000 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2600 | Total |
| Management And General | 2600 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9321 | Total |
| Management And General | 9321 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49717 | Total |
| Management And General | 49717 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48123 | Total |
| Program Services | 48123 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STUDENT PROGRAMS | Description |
| Total | 83533 | Total |
| Program Services | 83533 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 356982 | Total |
| Program Services | 295344 | ProgramServices |
| Management And General | 61638 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107298 | BOY |
| EOY | 88428 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394116 | BOY |
| EOY | 343321 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15000 | BOY |
| EOY | 19000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1356149 | BOY |
| EOY | 1674385 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10675 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1883238 | BOY |
| EOY | 2125134 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4000 | BOY |
| EOY | 22231 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4435 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8435 | BOY |
| EOY | 22231 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1823803 | BOY |
| EOY | 2051903 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51000 | BOY |
| EOY | 51000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1874803 | BOY |
| EOY | 2102903 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1883238 | BOY |
| EOY | 2125134 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 81094 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 147006 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 163765 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 199898 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 442764 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 334212 | CurrentTaxYearMinus1Year |
| Current Tax Year | 331908 | CurrentTaxYear |
| Total | 1472547 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 163765 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 199898 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 442764 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 334212 | CurrentTaxYearMinus1Year |
| Current Tax Year | 331908 | CurrentTaxYear |
| Total | 1472547 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1472547 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50408 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46833 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28357 | CurrentTaxYearMinus1Year |
| Current Tax Year | 57466 | CurrentTaxYear |
| Total | 254468 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50408 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46833 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28357 | CurrentTaxYearMinus1Year |
| Current Tax Year | 57466 | CurrentTaxYear |
| Total | 254468 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 221565 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 178188 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 133064 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 131302 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50617 | CurrentTaxYear |
| Total | 714736 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 435738 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 449490 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 622661 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 493871 | CurrentTaxYearMinus1Year |
| Current Tax Year | 439991 | CurrentTaxYear |
| Total | 2441751 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.60310 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.58110 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.10420 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.09140 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE FOUNDATION HAS EVALUATED THE TAX POSITIONS TAKEN ON ALL INCOME TAX RETURNS THAT REMAIN OPEN TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES (2007 AND FORWARD). NEITHER AAEP, NOR THE FOUNDATION, BELIEVE THAT THERE ARE ANY UNCERTAIN POSITIONS ON THOSE RETURNS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 165420 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 102756 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 62664 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 85616 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 165420 | GrossReceiptsTotal |
| Charitable Contributions Total | 102756 | CharitableContributionsTotal |
| Gross Revenue Total Events | 62664 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 85616 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 85616 | DirectExpenseSummaryEvents |
| Net Income Summary | -22952 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| MORRIS ANIMAL FOUNDATION | |||||||
| 10200 EAST GIRARD AVENUE NO B430 | DENVER | CO | 80231 | 846032307 | 501(C)(3) | 5000 | GRANT TO FURTHER EQUINE PROMOTION |
| NORTH AMERICAN RIDING FOR THE HANDICAPPED ASSOCIATION INC | |||||||
| 7475 DAKIN STREET | DENVER | CO | 80221 | 237169769 | 501(C)(3) | 5000 | GRANT TO FURTHER EQUINE PROMOTION |
| ROOD AND RIDDLE FOUNDATION | |||||||
| 2150 GEORGETOWN ROAD | LEXINGTON | KY | 40511 | 611446321 | 501(C)(3) | 15000 | GRANT TO FURTHER EQUINE PROMOTION |
| GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION INC | |||||||
| 821 CORPORATE DRIVE | LEXINGTON | KY | 40503 | 616031750 | 501(C)(3) | 5000 | EQUINE VETERINARY RESEARCH |
| AMERICAN QUARTER HORSE FOUNDATION | |||||||
| PO BOX 200 | AMARILLO | TX | 79168 | 510187823 | 501(C)(3) | 5000 | GRANT TO FURTHER EQUINE PROMOTION |
| AMERICAN HORSE COUNCIL INC | |||||||
| 1616 H STREET NW 7TH FLOOR | WASHINGTON | DC | 20006 | 520889723 | 501(C)(6) | 15000 | GRANT TO FURTHER EQUINE PROMOTION |
| WORLD EQUINE VETERINARY ASSOCIATION | |||||||
| PO BOX 647010 | PULLMAN | WA | 99164 | 220076810 | 501(C)(3) | 7500 | GRANT TO FURTHER EQUINE PROMOTION |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | 237098397 | 501(C)(3) | 9400 | GRANT TO FURTHER EQUINE PROMOTION |
| VIRGINIA TECH FOUNDATION INC | |||||||
| 902 PRICES FORK ROAD | BLACKSBURG | VA | 24061 | 540721690 | 501(C)(3) | 10000 | GRANT TO FURTHER EQUINE PROMOTION |
| TEXAS A&M UNIVERSITY | |||||||
| 400 HARVEY MITCHELL PARKWAY SOUTH | COLLEGE STATION | TX | 77845 | 741238434 | 501(C)(3) | 20000 | GRANT TO FURTHER EQUINE PROMOTION |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 33 | NumberOfRecipients |
| Amount Of Cash Grant | 45000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: DIRECT REPORTING FROM THE GRANTEE | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID L FOLEY | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 213655 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 10642 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 24516 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 248813 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7299 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUCTION ITEM - TRIPS | 4 | 11950 | FAIR MARKET VALUE |
| X | AUCTION ITEMS - AUTOGRAPH FIDDLE | 1 | 1500 | FAIR MARKET VALUE |
| X | AUCTION ITEM - IRAP AND OSTEOKINE START UP KIT | 1 | 5825 | FAIR MARKET VALUE |
| X | AUCTION ITEM - GATOR | 1 | 6000 | FAIR MARKET VALUE |
| X | AUCTION ITEMS - EQUINE MEMORABILIA | 128 | 51127 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE FOUNDATION DOES NOT HAVE ANY ADDITIONAL COMMITTEES WITHIN THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE AND OPERATIONS PRIOR TO FILING WITH THE IRS. | |
| THE CONFLICT OF INTEREST POLICIES ARE REVIEWED ANNUALLY BY BOARD MEMBERS AND DIRECTORS DURING THE DECEMBER BOARD MEETING. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 147,006. | FORM 990, PART XI, LINE 5: |
| THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C | |
| THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE AND OPERATIONS IS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE, SPENDS APPROXIMATELY 5 HOURS A WEEK ON FOUNDATION ACTIVITIES. | FORM 990, PART VII |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF EQUINE PRACTITIONERS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4075 IRON WORKS PARKWAY | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 405118462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846035908 | EIN |
| Primary Activities | TO AID & CONTRIBUTE TO EDUCATION IN FURTHERANCE OF THE WELFARE OF THE HORSE | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 501(C)(6) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF EQUINE PRACTITIONERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionType |
| Amount Involved | 390542 | AmountInvolved |
| Method Of Amt Determination | BOOK VALUE | MethodOfAmtDetermination |