WINDRUSH FARM THERAPEUTIC EQUITATION INC: Form 990, tax year 2023
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- Organization
- WINDRUSH FARM THERAPEUTIC EQUITATION INC (EIN 04-2476717)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-05
- IRS object ID
- 202443109349300824
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T05:58:06-08:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043068663 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD JOHNSON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIN STREET | AddressLine1Txt |
| City | TOPSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01983 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042476717 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDRUSH FARM THERAPEUTIC EQUITATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIND | BusinessNameControlTxt |
| Phone | 9786827855 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 479 LACY STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018453381 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALISON VAILL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9786827855 | PhoneNum |
| Signature | 2024-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Julie A Couto CPA | PreparerPersonNm |
| PTIN | P00957645 | PTIN |
| Phone | 9788872220 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALISON VAILL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 186 MAIN STREET | AddressLine1Txt |
| City | BOXFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01921 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,813,119 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.windrushfarm.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION PROVIDES EQUINE-ASSISTED SERVICES INCLUDING, THERAPEUTIC RIDING AND HORSE RELATED ACTIVITIES FOR CHILDREN AND ADULTS WITH SPECIAL NEEDS AND FOR DISADVANTAGED YOUTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 480 | TotalVolunteersCnt |
| Total Gross UBI | $325 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $931,518 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,124,984 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $283,379 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $323,715 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,147 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,993 | CYInvestmentIncomeAmt |
| PY Other Revenue | $192,212 | PYOtherRevenueAmt |
| CY Other Revenue | $150,056 | CYOtherRevenueAmt |
| PY Total Revenue | $1,418,256 | PYTotalRevenueAmt |
| CY Total Revenue | $1,626,748 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $854,852 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $842,907 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $79,417 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $444,148 | PYOtherExpensesAmt |
| CY Other Expenses | $513,167 | CYOtherExpensesAmt |
| PY Total Expenses | $1,299,000 | PYTotalExpensesAmt |
| CY Total Expenses | $1,356,074 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $119,256 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $270,674 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,084,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,432,618 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $237,451 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $205,007 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,846,683 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,227,611 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION PROVIDES EQUINE-ASSISTED SERVICES INCLUDING, THERAPEUTIC RIDING AND HORSE RELATED ACTIVITIES FOR CHILDREN AND ADULTS WITH SPECIAL NEEDS AND FOR DISADVANTAGED YOUTH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,180,923 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $323,715 | RevenueAmt |
| Desc | EACH YEAR WINDRUSH FARM PROVIDES EFFECTIVE, INNOVATIVE EQUINE-ASSISTED SERVICES TO CHILDREN, ADULTS AND THEIR FAMILIES. | Desc |
| Total Program Service Expenses | $1,180,923 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM NIEVES | PersonNm |
| Phone | 9786827855 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 479 LACY STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Robin Bostic | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JANET NITTMANN | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $123,830 | $0 | $0 | Yes (X) | |
| JOSSELYN B SHAUGHNESSY | ||||||
| CHIEF OPERATING OFFICER | 40.00 | $83,515 | $0 | $17,909 | Yes (X) | |
| ALISON VAILL | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BENJAMIN NUTTER | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT GORE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JANET SCHICKLING | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN ADAMS | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRAD HILDT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES J KITTREDGE JR | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER MAHONEY-GOLAND | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Tim Murray | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAMILLA RICH | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARY RIMMER | ||||||
| DIRECTOR | 4.50 | Yes (X) | $0 | $0 | $0 | |
| EMER MCCOURT | ||||||
| DIRECOTR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MANDY HOGAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE DISHAW | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $207,345 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,909 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,124,984 | AllOtherContributionsAmt |
| Noncash Contributions | $392,242 | NoncashContributionsAmt |
| Total Contributions | $1,124,984 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSTRUCTION | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $323,715 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $323,715 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,325 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,325 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $68,620 | SecuritiesAmt |
| Other | $41,816 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,438 | SecuritiesAmt |
| Other | $31,330 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$17,818 | SecuritiesAmt |
| Other | $10,486 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,332 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $325 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$7,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $218,659 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $68,603 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $150,056 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $150,056 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,626,748 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $323,715 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $325 | UnrelatedBusinessRevenueAmt |
| Exclusion | $177,724 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,254 | TotalAmt |
| Program Services | $125,218 | ProgramServicesAmt |
| Management And General | $48,529 | ManagementAndGeneralAmt |
| Fundraising | $51,507 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,603 | TotalAmt |
| Program Services | $495,143 | ProgramServicesAmt |
| Management And General | $14,651 | ManagementAndGeneralAmt |
| Fundraising | $13,809 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,731 | TotalAmt |
| Program Services | $30,840 | ProgramServicesAmt |
| Management And General | $2,882 | ManagementAndGeneralAmt |
| Fundraising | $4,009 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,319 | TotalAmt |
| Program Services | $46,625 | ProgramServicesAmt |
| Management And General | $4,730 | ManagementAndGeneralAmt |
| Fundraising | $4,964 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,519 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $16,519 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,535 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,535 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,784 | TotalAmt |
| Program Services | $32,937 | ProgramServicesAmt |
| Management And General | $3,341 | ManagementAndGeneralAmt |
| Fundraising | $3,506 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,299 | TotalAmt |
| Program Services | $115,299 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,358 | TotalAmt |
| Program Services | $44,004 | ProgramServicesAmt |
| Management And General | $173 | ManagementAndGeneralAmt |
| Fundraising | $181 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MAINTENANCE & REPAIRS | $48,524 | $48,524 | $0 | $0 |
| HORSE EXPENSES | $155,629 | $155,629 | $0 | $0 |
| EDUCATION | $11,502 | $11,502 | $0 | $0 |
| UTILITIES | $21,529 | $19,218 | $1,128 | $1,183 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,488 | TotalAmt |
| Program Services | $55,984 | ProgramServicesAmt |
| Management And General | $246 | ManagementAndGeneralAmt |
| Fundraising | $258 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,356,074 | TotalAmt |
| Program Services | $1,180,923 | ProgramServicesAmt |
| Management And General | $95,734 | ManagementAndGeneralAmt |
| Fundraising | $79,417 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,862 | BOYAmt |
| EOY | $61,909 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,726 | BOYAmt |
| EOY | $601,411 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000 | BOYAmt |
| EOY | $74,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,045 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,141 | BOYAmt |
| EOY | $75,327 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,705,733 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,692,833 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,651,324 | BOYAmt |
| EOY | $2,012,900 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $514,081 | BOYAmt |
| EOY | $602,026 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,084,134 | BOYAmt |
| EOY | $3,432,618 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,481 | BOYAmt |
| EOY | $79,017 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,970 | BOYAmt |
| EOY | $77,990 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,000 | BOYAmt |
| EOY | $48,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,451 | BOYAmt |
| EOY | $205,007 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,721,360 | BOYAmt |
| EOY | $2,905,341 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,323 | BOYAmt |
| EOY | $322,270 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,846,683 | BOYAmt |
| EOY | $3,227,611 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,084,134 | BOYAmt |
| EOY | $3,432,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $270,674 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $98,218 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $12,036 | DonatedServicesAndUseFcltsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $764,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $642,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $641,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $807,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $732,742 | CurrentTaxYearAmt |
| Total | $3,588,744 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $230,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $365,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $283,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $323,715 | CurrentTaxYearAmt |
| Total | $1,399,193 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $995,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $838,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,006,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,090,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,056,457 | CurrentTaxYearAmt |
| Total | $4,987,937 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,987,937 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,325 | CurrentTaxYearAmt |
| Total | $80,136 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $497 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $325 | CurrentTaxYearAmt |
| Total | $2,616 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,650 | CurrentTaxYearAmt |
| Total | $82,752 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,070,689 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98370 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98980 | PublicSupportPY509Pct |
| Investment Income CY | 0.01630 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,123,803 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $226,635 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,559 | OtherExpendituresAmt |
| End Year Balance | $1,336,879 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,046,440 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $89,541 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,178 | OtherExpendituresAmt |
| End Year Balance | $1,123,803 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,211,757 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$151,948 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,369 | OtherExpendituresAmt |
| End Year Balance | $1,046,440 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $959,017 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $264,615 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,875 | OtherExpendituresAmt |
| End Year Balance | $1,211,757 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $943,177 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $60,757 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $34,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,917 | OtherExpendituresAmt |
| End Year Balance | $959,017 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $733,800 | OtherCostOrOtherBasisAmt |
| Book Value | $733,800 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,260,146 | OtherCostOrOtherBasisAmt |
| Depreciation | $998,436 | DepreciationAmt |
| Book Value | $261,710 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $328,293 | OtherCostOrOtherBasisAmt |
| Depreciation | $238,021 | DepreciationAmt |
| Book Value | $90,272 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,383,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $456,376 | DepreciationAmt |
| Book Value | $927,118 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,012,900 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO WFTE ENDOWMENT TRUST | Desc |
| Amt | $48,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,802,070 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $98,218 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $12,036 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $68,603 | OtherRevenueAmt |
| Revenue Not Reported | $178,857 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,623,213 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,535 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $3,535 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,626,748 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,421,142 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $68,603 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $68,603 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,352,539 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,535 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $3,535 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,356,074 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI, Line 2d | DIRECT EXPENSES FOR SPECIAL EVENTS |
| Pt XII, Line 2d | DIRECT EXPENSES FOR SPECIAL EVENTS |
| Pt V, Line 4 | TO PROVIDE SUPPORT FOR THE ORGANIZATION AT THE DISCRETION OF THE BOARD OF TRUSTEES |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $218,659 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $218,659 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,798 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $22,989 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $22,400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,834 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $218,659 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $218,659 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,798 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $22,989 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $22,400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,834 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $57,021 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $161,638 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $374,817 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV OF TRADED STOCK | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | PROPERTY AND EQUIPMENT | 5 | $14,925 |
| Yes (X) | HORSES | 1 | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I col(b) | GIFT OF STOCKS: 150 shares of Apple Inc. (AAPL), 200 Shares of Carlisle Co (CSL), 600 shares Intel Corp (INTC), 50 shares of Lilly Eli & Co (LLY) and 80 shares of Microsoft Corp (MSFT) $154,771.71; 210 shares of Alphabet Inc. (GOOG), 225 sares of IBM Cop (IBM), 1200 shares of Kimco Realty (KIM), 50 shares of Miscrosoft Corp (MSFT), 100 Shars of Phillips 66 (PSX), 100 shares of Salesforce (CRM) and 415 shares of Teradyne Inc (TER) $205,754.04; 1200 Shares of Kimco Realty (KIM) $293.25; 4 shares of Lantheus Holdings Inc (LNTH) $2,778; 6 shares of Apple Corp (APPL) $1,058.85; 7 shares of Microsoft, Inc (MSFT) $2,634.24; 1 share of Thermo Fisher (TMO) $520.31; 31 shares of Apple Corp (APPL) $5,702.70; 6 SHARES OF Apple $1,294.26 |
| Pt I col(b) | DONATED HORSE $2,500 |
| Pt I col(b) | DONATED PROPERTY AND EQUIPMENT $14,925 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 15b | THE CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER REVIEW THE FORM BEFORE FILING |
| Pt VI, Line 12c | BOARD PERIODICALLY REVIEWS INTEREST THAT COULD GIVE RISE TO CONFLICTS |
| Pt VI, Line 15b | THE BOARD REVIEWS AND VOTES ON COMPENSATION |
| Pt VI, Line 18 | INFORMATION IS AVAILABLE UPON REQUEST AND ONLINE AT WWW.GUIDESTAR.ORG |
| Pt VI, Line 15a | THE BOARD REVIEWS AND VOTES ON COMPENSATION FOR THE CEO |
| Pt VI, Line 19 | INFORMATION IS AVAILABLE UPON REQUEST |
| Pt VI, Line 11b | FINANCE COMMITTEE REVIEWS THE TAX RETURN AND SHARES THE RETURN WITH THE FULL BOARD OF DIRECTORS |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WFTE ENDOWMENT TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 479 LACY STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046899644 | EIN |
| Primary Activities | TO SUPPORT WINDRUSH FARM THERAPEUTIC | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11b | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WFTE ENDOWMENT TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | E | TransactionTypeTxt |
| Involved | $48,000 | InvolvedAmt |
| Method Of Amount Determination | LOAN BALANCE | MethodOfAmountDeterminationTxt |
Comments