AKINDALE REHABILITATION & LAND CONSERVATION FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AKINDALE REHABILITATION & LAND CONSERVATION FUND (EIN 20-1822473)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-10
- IRS object ID
- 202312229349100406
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-10T08:35:17-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133774222 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERARD & ASSOCIATES CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 PARK AVE | AddressLine1Txt |
| City | SUFFERN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201822473 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKINDALE REHABILITATION & LAND | BusinessNameLine1Txt |
| Business Name Line2 | CONSERVATION FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AKIN | BusinessNameControlTxt |
| Phone | 8458551262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 QUAKER HILL ROAD | AddressLine1Txt |
| City | PAWLING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12564 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN HAMILTON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | HAMILTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | DONALEE R BERARD | PreparerPersonNm |
| PTIN | P00106728 | PTIN |
| Phone | 8453575668 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,166,898 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $361,394 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Net Gain Sale Ast Rev And Expnss | $104,222 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $624,222 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,905 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,905 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $64,092 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $64,092 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $529,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,905 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $67,997 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $85,577 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $228,858 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $228,858 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,747 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,747 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,418 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $20,418 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $8,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,205 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,205 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,310 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $50,310 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $238,776 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $238,776 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $64,816 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $64,816 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,949 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,949 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $482,731 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,531 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $465,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,211,787 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,531 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $238,776 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $869,903 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,211,787 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,531 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $238,776 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $869,903 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$682,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $488,216 | CashBOYAmt |
| Cash EOY | $159,318 | CashEOYAmt |
| Cash EOYFMV | $159,318 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $203,954 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $203,516 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $203,516 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $240,488 | AcctRcvblBOYAmt |
| Other Investments EOY | $2,228,144 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,228,144 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,754,816 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,299,626 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,068,934 | LandBOYAmt |
| Land EOY | $6,455,190 | LandEOYAmt |
| Other Assets BOY | $3,687,899 | OtherAssetsBOYAmt |
| Other Assets EOY | $575,919 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $575,920 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,689,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,622,087 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,166,898 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $716 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $716 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,085,345 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,045,451 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $604,146 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $575,920 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,689,491 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,621,371 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,689,491 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,622,087 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,689,491 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$682,079 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,007,412 | SubtotalAmt |
| Other Decreases | $386,041 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,621,371 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1 gain on sale of vehicle | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2000-01-01 | SoldDt |
| Gross Sales Price | $3,905 | GrossSalesPriceAmt |
| Gain Or Loss | $3,905 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,905 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,905 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,905 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | AKINDALEHORSERESCUE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE OBERFEST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9142383800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 287 KING STREET | AddressLine1Txt |
| City | CHAPPAQUA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KEVIN HAMILTON | ||||||
| 323 QUAKER HILL ROAD | PAWLING | NY | 125643339 | President | 1.00 | $85,577 |
| DG VAN CLIEF | ||||||
| PO BOX 8 | ESMONT | VA | 22937 | Vice President | 1.00 | $0 |
| JONATHAN THORNE | ||||||
| 45 WEST FARM DRIVE | MILLBROOK | NY | 10545 | Vice President | 1.00 | $0 |
| BRUCE OBERFEST | ||||||
| 287 KING STREET | CHAPPAQUA | NY | 10514 | Trustee | 4.00 | $0 |
| KELLY WELDON | ||||||
| 574 WEST END AVE | NEW YORK | NY | 10024 | Trustee | 1.00 | $0 |
| MARK ZANDER | ||||||
| 65 SOUTH QUAKER ROAD | PAWLING | NY | 12564 | Trustee | 1.00 | $0 |
| ANASAZI PENCE | ||||||
| 14 LOUNSBURY ROAD | CROTON ON HUDSON | NY | 10520 | Executive Dir. | 40.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION PURCHASES AND RECEIVES HORSES FOR RESCUE AND REHABILITATION. ALL OF THE ORGANIZATION'S INCOME AND ASSETS HAVE BEEN USED FOR THE OPERATION OF THIS PROGRAM. THE ORGANIZATION ACCEPTS DONATED EQUINE AND WORKS TO HEAL THESE EQUINE AND PLACE THEM WITH RESPONSIBLE INDIVIDUALS WHO PAY ADOPTION FEES TO THE ORGANIZATION THAT ALLOW THE ORGANIZATION TO RECOVER THE EQUINE IF THEY ARE MISTREATED. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,606,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $523,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $575,920 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,705,646 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,705,646 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,650,061 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $182,503 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $182,503 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $182,503 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $182,503 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $182,503 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $869,903 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $624,482 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,494,385 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,503 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $953,198 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $846,278 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,799,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,494,385 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $182,503 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,311,882 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,111,358 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,111,358 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $953,198 | ExcessFromYear2Amt |
| Excess From Year1 | $846,278 | ExcessFromYear1Amt |
| Excess From Current Year | $1,311,882 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $104,222 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| ADOPTION FEE INCOME | $21,250 |
| other investment income | $42,842 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $104,222 | ExclusionAmt |
| Related Or Exempt Function Incm | $64,092 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,314 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | LINE 1A-A PRINCIPAL CHARITABLE ACTIVITY OF THE ORGANIZATION IS THE PURCHASE OF HORSES THAT OTHERWISE WOULD BE SLAUGHTERED FOR HUMAN CONSUMPTION. THE ORGANIZATION WORKS TO RESTORE THESE HORSES TO HEALTH AND THEN PLACES THEM WITHRESPONSIBLE INDIVIDUALS WHO PAY ADOPTION FEES TO THE ORGANIZATION FOR THE HORSES. THE HORSES ARE PLACED FOR ADOPTION UNDER LEASES THAT ALLOW THE ORGANIZATION TO RECOVER THE HORSE IF IT IS MISTREATED. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 400 | CategoryTxt |
| Amt | $8,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Shed-Roof & Run | 2020-11-05 | $10,875 | $612 | SL | 20.0000 | $544 |
| Septic Improvements | 2020-06-30 | $4,300 | $241 | SL | 27.5000 | $156 |
| House Well & Pump | 2020-08-17 | $8,894 | $444 | SL | 27.5000 | $323 |
| Barn Heat & Water Lines | 2020-12-10 | $8,207 | $461 | SL | 20.0000 | $410 |
| House Improvements-Various | 2020-12-31 | $59,631 | $2,258 | SL | 27.5000 | $2,168 |
| Horse Waterers | 2020-12-10 | $24,007 | $6,737 | SL | 7.0000 | $3,430 |
| Horse Trailer | 2020-01-13 | $4,000 | $1,307 | SL | 7.0000 | $571 |
| Mower-John Deere | 2021-04-06 | $11,929 | $2,336 | SL | 5.0000 | $2,386 |
| Leaf Blower | 2021-11-19 | $500 | $54 | SL | 7.0000 | $71 |
| Generators (3) | 2021-10-15 | $37,592 | $11,220 | SL | 7.0000 | $5,370 |
| Farm Equipment-Tow Behind Weedeater | 2015-06-29 | $3,137 | $2,889 | SL | 7.0000 | $224 |
| Manure Spreader | 2016-11-14 | $2,500 | $2,214 | SL | 7.0000 | $286 |
| Snow Plow | 2016-11-07 | $4,630 | $4,101 | SL | 7.0000 | $529 |
| Wash Stall | 2018-05-31 | $9,885 | $3,039 | SL | 15.0000 | $659 |
| Tractor | 2016-09-01 | $60,369 | $55,881 | SL | 7.0000 | $4,488 |
| Outdoor Arena | 2016-02-21 | $45,000 | $13,836 | SL | 15.0000 | $3,000 |
| Run In Shed | 2018-05-31 | $2,800 | $667 | SL | 20.0000 | $140 |
| Improvements- Adoption Barn | 2018-08-02 | $15,115 | $3,601 | SL | 20.0000 | $756 |
| Horse Trailor | 2018-04-18 | $4,500 | $2,571 | SL | 7.0000 | $643 |
| John Deer Tractor | 2018-07-02 | $4,000 | $2,285 | SL | 7.0000 | $571 |
| Rotary Mower | 2016-06-13 | $13,850 | $12,760 | SL | 7.0000 | $1,090 |
| Hay Bay Spearer | 2016-03-18 | $1,400 | $1,296 | SL | 7.0000 | $104 |
| Improvements-Adoption Barn | 2018-04-12 | $14,595 | $3,477 | SL | 20.0000 | $730 |
| New Fence | 2018-06-01 | $19,535 | $11,161 | SL | 7.0000 | $2,791 |
| Improvements- Shop Cottage | 2017-04-05 | $6,700 | $2,511 | SL | 15.0000 | $447 |
| Improvements Training Barn | 2017-06-23 | $4,486 | $1,928 | SL | 15.0000 | $299 |
| Bad Boy Mower | 2017-07-06 | $5,000 | $3,423 | SL | 15.0000 | $333 |
| Roof-Cupola Barn | 2019-08-09 | $39,800 | $7,024 | SL | 20.0000 | $1,990 |
| Run in Shed | 2019-11-26 | $2,499 | $441 | SL | 20.0000 | $125 |
| Brush Hog | 2019-06-09 | $1,709 | $767 | SL | 7.0000 | $244 |
| Used Arena Groomer | 2019-11-26 | $10,000 | $4,487 | SL | 7.0000 | $1,429 |
| Improvements-Hydrants | 2019-12-19 | $7,341 | $1,295 | SL | 20.0000 | $367 |
| Improvements- Barns | 2006-08-31 | $34,978 | $28,146 | SL | 20.0000 | $1,749 |
| Shed-Water Tank | 2007-12-12 | $5,726 | $4,321 | SL | 20.0000 | $286 |
| Barn Doors | 2008-02-26 | $5,095 | $3,758 | SL | 20.0000 | $255 |
| Barn Roof | 2008-08-27 | $18,352 | $13,539 | SL | 20.0000 | $918 |
| Barn Improvement-Bathroom | 2008-09-11 | $909 | $646 | SL | 20.0000 | $45 |
| Building Improvements-Roof | 2008-09-30 | $2,995 | $2,127 | SL | 20.0000 | $150 |
| Improvements- Roof | 2009-10-27 | $16,189 | $10,771 | SL | 20.0000 | $809 |
| Roof-Shed | 2014-06-27 | $12,230 | $8,984 | SL | 20.0000 | $612 |
| New Road | 2007-07-31 | $18,245 | $17,462 | SL | 15.0000 | $710 |
| Road Improvements | 2007-04-28 | $5,812 | $5,635 | SL | 15.0000 | $129 |
| Land Improvements-Trees | 2007-09-11 | $17,030 | $16,527 | SL | 15.0000 | $503 |
| Land Improvement | 2008-09-08 | $343 | $312 | SL | 15.0000 | $23 |
| Land Improvement-Waterers | 2008-12-18 | $7,514 | $6,849 | SL | 15.0000 | $501 |
| Land Improve-Water Pump & Well Line | 2009-03-09 | $2,305 | $2,010 | SL | 15.0000 | $154 |
| Land Improvement-Waterers | 2009-03-31 | $6,736 | $5,875 | SL | 15.0000 | $449 |
| Land Improvements-Road | 2009-05-20 | $2,568 | $2,239 | SL | 15.0000 | $171 |
| Land Improvements-Road | 2009-10-07 | $51,822 | $44,172 | SL | 15.0000 | $3,455 |
| Land Improvements-Road | 2011-07-29 | $6,641 | $5,063 | SL | 15.0000 | $443 |
| Land Improvements-Road | 2011-04-27 | $7,266 | $5,538 | SL | 15.0000 | $484 |
| Outdoor Riding Area | 2012-06-24 | $40,848 | $28,096 | SL | 15.0000 | $2,723 |
| Land Improvement | 2013-07-31 | $3,425 | $2,835 | SL | 15.0000 | $228 |
| Building Improvements | 2008-01-30 | $2,200 | $1,623 | SL | 20.0000 | $110 |
| House-Johnson Property | 2008-09-06 | $325,000 | $230,751 | SL | 20.0000 | $16,250 |
| Tenant House | 2008-09-06 | $500,000 | $355,001 | SL | 20.0000 | $25,000 |
| Old Hay Barn With Apartment | 2008-09-06 | $525,000 | $372,751 | SL | 20.0000 | $26,250 |
| Horse Barn | 2008-09-06 | $465,000 | $330,150 | SL | 20.0000 | $23,250 |
| Horse Barn | 2008-09-06 | $600,000 | $426,001 | SL | 20.0000 | $30,000 |
| Horse Barn | 2008-09-06 | $535,000 | $379,850 | SL | 20.0000 | $26,750 |
| Horse Barn With Loft | 2008-09-06 | $700,000 | $497,002 | SL | 20.0000 | $35,000 |
| Land Improve-Waterers For Horses | 2008-03-06 | $17,626 | $16,349 | SL | 15.0000 | $1,175 |
| LAND IMPROVEMENT - ITEM 4 WATERERS | 2022-03-21 | $4,400 | SL | 15.0000 | $220 | |
| LAND IMPROVEMENT BUILD MANURE BIN | 2022-12-15 | $4,582 | SL | 15.0000 | $25 | |
| COX ROAD PROPERTY | 2022-12-05 | $612,000 | SL | 20.0000 | $2,550 | |
| 2006 Chevy Silverado - used | 2022-10-11 | $3,500 | SL | 5.0000 | $175 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | waller ira | AssetDesc |
| How Acquired | Purchase | HowAcquiredTxt |
| Gross Sales Price | $620,317 | GrossSalesPriceAmt |
| Basis | $520,000 | BasisAmt |
| Basis Method | FMV | BasisMethodTxt |
| Total Net | $100,317 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | equities and mutual funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,228,144 | BookValueAmt |
| EOYFMV | $2,228,144 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Auto./Transportation Equip. | $35,399 | $32,074 | $3,325 |
| Machinery and Equipment | $94,915 | $50,369 | $44,546 |
| Buildings | $4,452,581 | $2,863,022 | $1,589,559 |
| Improvements | $214,502 | $187,694 | $26,808 |
| Land | $4,675,000 | $4,675,000 | |
| Miscellaneous | $282,419 | $166,467 | $115,952 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $20,418 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,418 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BEN INTEREST HELD IN TRUST BY OTHERS | Desc |
| BOY Book Value | $604,146 | BOYBookValueAmt |
| EOY Book Value | $575,919 | EOYBookValueAmt |
| EOYFMV | $575,920 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADVERTISING | $7,398 | $7,398 | |
| BANK CHARGES | $1,184 | $1,184 | |
| BLACKSMITH | $25,432 | $25,432 | |
| dues and subscriptions | $1,200 | $1,200 | |
| FEED SUPPLIES | $114,351 | $114,351 | |
| GAS AND DIESEL EXPENSE | $12,183 | $12,183 | |
| HAY AND REHABILITATION OF HORSES | $97,509 | $97,509 | |
| INSURANCE | $45,952 | $45,952 | |
| INVESTMENT AND FUND FEES | $17,531 | $17,531 | |
| OFFICE | $26,143 | $26,143 | |
| RENDERER FEES | $5,600 | $5,600 | |
| REPAIRS AND MAINTENANCE | $81,691 | $81,691 | |
| VANNING EXPENSE | -$150 | -$150 | |
| VETERINARY EXPENSES | $46,707 | $46,707 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ADOPTION FEE INCOME | $21,250 | $21,250 |
| other investment income | $42,842 | $42,842 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEE | CategoryTxt |
| Amt | $7,205 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,205 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PAYROLL TAXES | $28,155 | $28,155 |
| REAL ESTATE TAXES | $22,155 | $22,155 |
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