AKINDALE REHABILITATION & LAND CONSERVATION FUND: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AKINDALE REHABILITATION & LAND CONSERVATION FUND (EIN 20-1822473)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-07-17
- IRS object ID
- 201701989349100000
- Schema version
- 2015v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-17T01:56:55-05:00 | ReturnTs |
| Tax Period End | 2016-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112563918 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE OBERFEST & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| 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) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | 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 | 9142383800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 287 KING STREET | AddressLine1Txt |
| City | CHAPPQUA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE D OBERFEST | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9142383800 | PhoneNum |
| Signature | 2017-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE OBERFEST | PreparerPersonNm |
| PTIN | P00642534 | PTIN |
| Phone | 9142383800 | PhoneNum |
| Preparation | 2017-07-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,653,998 | 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 | $277,091 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $338,520 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $338,520 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $615,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $338,520 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $180,111 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $180,111 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $238 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $238 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,300 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $129,327 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $129,327 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $227,217 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $211,112 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $562,995 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $18,368 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $544,365 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,102,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $229,480 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $856,341 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,102,188 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $229,480 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $856,341 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$486,577 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $109,040 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $540,186 | CashBOYAmt |
| Cash EOY | $677,661 | CashEOYAmt |
| Cash EOYFMV | $677,661 | CashEOYFMVAmt |
| Other Investments BOY | $925,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $925,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $925,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,285,304 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,859,792 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,577,110 | LandBOYAmt |
| Land EOY | $6,425,512 | LandEOYAmt |
| Land EOYFMV | $6,425,512 | LandEOYFMVAmt |
| Other Assets BOY | $2,419,421 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,625,825 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,625,825 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,461,717 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,653,998 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,653,998 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,461,717 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,653,998 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,461,717 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,653,998 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,461,717 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,653,998 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,461,717 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$486,577 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,663 | OtherIncreasesAmt |
| Subtotal | $10,002,803 | SubtotalAmt |
| Other Decreases | $348,805 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,653,998 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $812,709 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,924,719 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.422248 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $785,843 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,846,376 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.425614 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $805,089 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,798,336 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.447686 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $776,259 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $79,870 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 9.719031 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $868,380 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $83,546 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 10.394034 | DistributionYr5Rt |
| Total Distribution | 21.408613 | TotalDistributionRt |
| Average Distribution | 4.281723 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,475,776 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,318,864 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,318,864 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $941,532 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | AKINDALEHORSERESCUE.ORG | WebsiteAddressTxt |
| Individual With Books | BRUCE OBERFEST ASSOCIATES | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DG VAN CLIEF | ||||||||
| PO BOX 8 | ESMONT | VA | 22937 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BRUCE OBERFEST | ||||||||
| 287 KING STREET | CHAPPAQUA | NY | 10514 | TREASURER | 4.00 | $0 | $0 | $0 |
| WILLIAM HETTINGER | ||||||||
| 96 MARTINIQUE AVE | TAMPA | FL | 33006 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE FOOTNOTE | Description1Txt |
| Expenses1 | $941,795 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $573,250 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $925,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,498,250 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,498,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,474 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,475,776 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $856,341 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $85,191 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $941,532 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $941,532 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2004-09-16 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $73,789 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $73,789 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $62,721 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $62,721 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $941,532 | CurrentYearAmt |
| Year1 | $812,709 | Year1Amt |
| Year2 | $785,843 | Year2Amt |
| Year3 | $805,089 | Year3Amt |
| Total | $3,345,173 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $941,532 | CurrentYearAmt |
| Year1 | $812,709 | Year1Amt |
| Year2 | $785,843 | Year2Amt |
| Year3 | $805,089 | Year3Amt |
| Total | $3,345,173 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,653,997 | CurrentYearAmt |
| Year1 | $10,461,717 | Year1Amt |
| Year2 | $11,832,198 | Year2Amt |
| Year3 | $12,670,614 | Year3Amt |
| Total | $44,618,526 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,653,997 | CurrentYearAmt |
| Year1 | $10,461,717 | Year1Amt |
| Year2 | $11,832,198 | Year2Amt |
| Year3 | $12,670,614 | Year3Amt |
| Total | $44,618,526 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| FEES FROM THE ADOPTION OF RESCUED HORSES | $12,245 |
| EVENT REVENUE | $5,133 |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$6,492 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| SAN ROQUE | -$27,663 |
| SAN ROQUE | $348,805 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $332,028 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $332,028 | 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 WITH RESPONSIBLE 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 | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THOROUGHBRED CHARITIES OF AMERICA | ||||||
| 1 | PO BOX 910668 | LEXINGTON | KY | 40591 | $5,000 | Yes (X) |
| THOROUGHBRED AFTERCARE ALLIANCE FOU | ||||||
| 2 | 821 CORPORATE DRIVE | LEXINGTON | KY | 40503 | $140,300 | Yes (X) |
| RUTH BEDFORD TRUST | ||||||
| 3 | PO BOX 120 | STANFORD | CT | 069040120 | $36,180 | Yes (X) |
| JEWISH COMMUNAL FUND | ||||||
| 4 | 575 MDISON AVENUE SUITE 703 | NEW YORK | NY | 10022 | $5,000 | Yes (X) |
| HOLLIDAY FOUNDATION | ||||||
| 5 | 115 BIRCHALL DRIVE | SCARSDALE | NY | 10583 | $12,000 | Yes (X) |
| RONALD GAETA LLC | ||||||
| 6 | PO BOX 599 | BROOKFIELD | CT | 06804 | $6,342 | Yes (X) |
| NEW YORK BREEDERS | ||||||
| 7 | 57 PHILA STREET | SARATOGA SPINGS | NY | 12866 | $20,000 | Yes (X) |
| NYS WATERSHED AGRICULTURAL COUNCIL | ||||||
| 8 | 33195 STATE HIGHWAY 10 | WALTON | NY | 13856 | $7,740 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,300 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (65 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| IMPROVEMENTS-BARNS | 2006-08-31 | $34,978 | $18,020 | 150DB | 20.000000000000 | $1,559 | $0 | $1,749 |
| TRUCK | 2006-08-31 | $5,000 | $5,000 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| IMPROVEMENTS-LAND | 2006-08-31 | $8,372 | $5,467 | 150DB | 15.000000000000 | $494 | $0 | $558 |
| WEEDEATER | 2007-06-27 | $300 | $300 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| NEW ROAD | 2007-07-31 | $18,245 | $10,837 | 150DB | 15.000000000000 | $1,078 | $0 | $1,216 |
| FENCING | 2006-09-22 | $2,172 | $2,172 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| ROAD IMPROVEMENTS | 2007-04-28 | $5,812 | $3,538 | 150DB | 15.000000000000 | $343 | $0 | $387 |
| LAND IMPROVEMENTS-TREES | 2007-09-11 | $17,030 | $9,489 | 150DB | 15.000000000000 | $1,005 | $0 | $1,005 |
| REFRIGERATOR | 2008-07-31 | $529 | $529 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| EQUIPMENT | 2008-05-15 | $2,600 | $2,600 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| GATE | 2007-12-27 | $145 | $145 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| BUILDING IMPROVEMENTS | 2008-01-30 | $2,200 | $973 | 150DB | 20.000000000000 | $98 | $0 | $98 |
| LAND IMPROVEMENTS-WATERERS FOR HORSES | 2008-03-06 | $17,626 | $9,821 | 150DB | 15.000000000000 | $1,041 | $0 | $1,041 |
| SHED-WATER TANK | 2007-12-12 | $5,726 | $2,533 | 150DB | 20.000000000000 | $255 | $0 | $255 |
| BARN DOORS | 2008-02-26 | $5,095 | $2,253 | 150DB | 20.000000000000 | $227 | $0 | $227 |
| BARN ROOF | 2008-08-27 | $18,352 | $8,118 | 150DB | 20.000000000000 | $819 | $0 | $819 |
| BARN IMPROVEMENT-BATHROOM | 2008-09-11 | $909 | $361 | 150DB | 20.000000000000 | $41 | $0 | $45 |
| LAND IMPROVEMENT | 2008-09-08 | $343 | $170 | 150DB | 15.000000000000 | $20 | $0 | $23 |
| LAND IMPROVEMENT-WATERERS | 2008-12-18 | $7,514 | $3,742 | 150DB | 15.000000000000 | $444 | $0 | $501 |
| LAND IMPROVEMENT-WATER PUMP AND WELL LINE | 2009-03-09 | $2,305 | $1,148 | 150DB | 15.000000000000 | $136 | $0 | $154 |
| BUILDING IMPROVEMENTS-ROOF | 2008-09-30 | $2,995 | $1,188 | 150DB | 20.000000000000 | $136 | $0 | $150 |
| LAND IMPROVEMENT-WATERERS | 2009-03-31 | $6,736 | $3,356 | 150DB | 15.000000000000 | $398 | $0 | $449 |
| LAND IMPROVEMENT-ROAD | 2009-05-20 | $2,568 | $1,280 | 150DB | 15.000000000000 | $152 | $0 | $171 |
| CHAZEN PROPERTY | 2008-09-06 | $225,000 | L | $0 | $0 | $0 | ||
| LAND -JOHNSON PROPERTY | 2008-09-06 | $225,000 | L | $0 | $0 | $0 | ||
| HOUSE-JOHNSON PROPERTY | 2008-09-06 | $325,000 | $129,055 | 150DB | 20.000000000000 | $14,696 | $0 | $16,250 |
| LAND-MIDDLE FARM WEST | 2008-09-06 | $3,750,000 | L | $0 | $0 | $0 | ||
| TENANT HOUSE | 2008-09-06 | $500,000 | $198,546 | 150DB | 20.000000000000 | $22,609 | $0 | $25,000 |
| OLD HAY BARN WITH APARTMENT | 2008-09-06 | $525,000 | $208,473 | 150DB | 20.000000000000 | $23,740 | $0 | $26,250 |
| HORSE BARN | 2008-09-06 | $465,000 | $184,648 | 150DB | 20.000000000000 | $21,026 | $0 | $23,250 |
| HORSE BARN | 2008-09-06 | $600,000 | $238,256 | 150DB | 20.000000000000 | $27,131 | $0 | $30,000 |
| HORSE BARN | 2008-09-06 | $535,000 | $212,444 | 150DB | 20.000000000000 | $24,192 | $0 | $26,750 |
| HORSE BARN WITH LOFT | 2008-09-06 | $700,000 | $277,964 | 150DB | 20.000000000000 | $31,653 | $0 | $35,000 |
| TRUCK | 2010-01-14 | $15,600 | $15,600 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| LAND IMPROVEMENT-ROAD | 2009-10-07 | $51,822 | $22,752 | 150DB | 15.000000000000 | $3,060 | $0 | $3,455 |
| IMPROVEMENTS- ROOF | 2009-10-27 | $16,189 | $5,638 | 150DB | 20.000000000000 | $791 | $0 | $809 |
| EQUIPMENT-CHAIN HARROW | 2010-04-12 | $500 | $408 | 150DB | 7.000000000000 | $61 | $0 | $71 |
| EQUIPMENT-WEED TRIMMER | 2010-05-29 | $300 | $245 | 150DB | 7.000000000000 | $37 | $0 | $43 |
| AUTO | 2010-06-21 | $800 | $800 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| EQUIPMENT-WATER PUMP & TANK | 2011-01-07 | $3,300 | $2,289 | 150DB | 7.000000000000 | $404 | $0 | $471 |
| LAND IMPROVEMENT-ROAD | 2011-07-29 | $6,641 | $2,502 | 150DB | 15.000000000000 | $414 | $0 | $443 |
| LAND IMPROVEMENT-ROAD | 2011-04-27 | $7,266 | $2,736 | 150DB | 15.000000000000 | $453 | $0 | $484 |
| EQUIPMENT-WASHER & DRYER | 2011-03-15 | $450 | $312 | 150DB | 7.000000000000 | $55 | $0 | $64 |
| MACHINERY & EQUIPMENT-GATES | 2012-04-24 | $620 | $344 | 150DB | 7.000000000000 | $76 | $0 | $89 |
| OUTDOOR RIDING ARENA | 2012-06-24 | $40,848 | $11,442 | 150DB | 15.000000000000 | $2,941 | $0 | $2,723 |
| FENCING | 2012-05-30 | $6,795 | $3,771 | 150DB | 7.000000000000 | $834 | $0 | $971 |
| WASHING MACHINE | 2012-03-22 | $750 | $416 | 150DB | 7.000000000000 | $92 | $0 | $107 |
| LAND IMPROVEMENT | 2013-07-31 | $3,425 | $395 | 150DB | 15.000000000000 | $132 | $0 | $228 |
| PICKUP TRUCK | 2012-09-11 | $2,299 | $819 | 200DB | 5.000000000000 | $132 | $0 | $460 |
| CHAIN SAW | 2012-10-29 | $300 | $68 | 150DB | 7.000000000000 | $18 | $0 | $43 |
| PICKUP TRUCK | 2013-04-29 | $3,700 | $1,317 | 200DB | 5.000000000000 | $213 | $0 | $740 |
| LAWN MOWER | 2013-04-30 | $2,000 | $448 | 150DB | 7.000000000000 | $123 | $0 | $286 |
| WEEDEATERS | 2013-06-30 | $708 | $159 | 150DB | 7.000000000000 | $43 | $0 | $101 |
| PRESSURE TANK | 2014-08-22 | $1,100 | $130 | 150DB | 7.000000000000 | $90 | $0 | $157 |
| ROOF-SHED | 2014-06-27 | $12,230 | $511 | 150DB | 20.000000000000 | $420 | $0 | $612 |
| CHAIN SAW | 2014-05-19 | $420 | $58 | 150DB | 7.000000000000 | $33 | $0 | $60 |
| TRUCK | 2014-02-19 | $4,500 | $2,475 | 200DB | 5.000000000000 | $810 | $0 | $900 |
| EQUIPMENT - WATER FILTRATION & PUMP | 2015-02-25 | $2,865 | $384 | 150DB | 7.000000000000 | $532 | $0 | $409 |
| FARM EQUIPMENT-TOW BEHIND WEEDEATER | 2015-06-29 | $3,137 | $252 | 150DB | 7.000000000000 | $618 | $0 | $448 |
| TRUCK | 2014-12-04 | $3,000 | $600 | 200DB | 5.000000000000 | $960 | $0 | $600 |
| PHONE | 2015-03-03 | $318 | $48 | 150DB | 5.000000000000 | $81 | $0 | $64 |
| BARN BLOWER | 2014-10-30 | $250 | $13 | 150DB | 7.000000000000 | $24 | $0 | $36 |
| TRACTOR | 2016-02-22 | $60,369 | 150DB | 7.000000000000 | $32,611 | $0 | $4,312 | |
| ROTARY MOWER | 2016-06-13 | $13,850 | 150DB | 7.000000000000 | $7,110 | $0 | $495 | |
| HAY BAY SPEARER | 2016-03-18 | $1,400 | 150DB | 7.000000000000 | $756 | $0 | $83 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN SAN ROQUE INC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $925,000 | BookValueAmt |
| EOYFMV | $925,000 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (65 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| IMPROVEMENTS-BARNS | $34,978 | $19,579 | $15,399 |
| TRUCK | $5,000 | $5,000 | $0 |
| IMPROVEMENTS-LAND | $8,372 | $5,961 | $2,411 |
| WEEDEATER | $300 | $300 | $0 |
| NEW ROAD | $18,245 | $11,915 | $6,330 |
| FENCING | $2,172 | $2,172 | $0 |
| ROAD IMPROVEMENTS | $5,812 | $3,881 | $1,931 |
| LAND IMPROVEMENTS-TREES | $17,030 | $10,494 | $6,536 |
| REFRIGERATOR | $529 | $529 | $0 |
| EQUIPMENT | $2,600 | $2,600 | $0 |
| GATE | $145 | $145 | $0 |
| BUILDING IMPROVEMENTS | $2,200 | $1,071 | $1,129 |
| LAND IMPROVEMENTS-WATERERS FOR HORSES | $17,626 | $10,862 | $6,764 |
| SHED-WATER TANK | $5,726 | $2,788 | $2,938 |
| BARN DOORS | $5,095 | $2,480 | $2,615 |
| BARN ROOF | $18,352 | $8,937 | $9,415 |
| BARN IMPROVEMENT-BATHROOM | $909 | $402 | $507 |
| LAND IMPROVEMENT | $343 | $190 | $153 |
| LAND IMPROVEMENT-WATERERS | $7,514 | $4,186 | $3,328 |
| LAND IMPROVEMENT-WATER PUMP AND WELL LINE | $2,305 | $1,284 | $1,021 |
| BUILDING IMPROVEMENTS-ROOF | $2,995 | $1,324 | $1,671 |
| LAND IMPROVEMENT-WATERERS | $6,736 | $3,754 | $2,982 |
| LAND IMPROVEMENT-ROAD | $2,568 | $1,432 | $1,136 |
| CHAZEN PROPERTY | $225,000 | $0 | $225,000 |
| LAND -JOHNSON PROPERTY | $225,000 | $0 | $225,000 |
| HOUSE-JOHNSON PROPERTY | $325,000 | $143,751 | $181,249 |
| LAND-MIDDLE FARM WEST | $3,750,000 | $0 | $3,750,000 |
| TENANT HOUSE | $500,000 | $221,155 | $278,845 |
| OLD HAY BARN WITH APARTMENT | $525,000 | $232,213 | $292,787 |
| HORSE BARN | $465,000 | $205,674 | $259,326 |
| HORSE BARN | $600,000 | $265,387 | $334,613 |
| HORSE BARN | $535,000 | $236,636 | $298,364 |
| HORSE BARN WITH LOFT | $700,000 | $309,617 | $390,383 |
| TRUCK | $15,600 | $15,600 | $0 |
| LAND IMPROVEMENT-ROAD | $51,822 | $25,812 | $26,010 |
| IMPROVEMENTS- ROOF | $16,189 | $6,429 | $9,760 |
| EQUIPMENT-CHAIN HARROW | $500 | $469 | $31 |
| EQUIPMENT-WEED TRIMMER | $300 | $282 | $18 |
| AUTO | $800 | $800 | $0 |
| EQUIPMENT-WATER PUMP & TANK | $3,300 | $2,693 | $607 |
| LAND IMPROVEMENT-ROAD | $6,641 | $2,916 | $3,725 |
| LAND IMPROVEMENT-ROAD | $7,266 | $3,189 | $4,077 |
| EQUIPMENT-WASHER & DRYER | $450 | $367 | $83 |
| MACHINERY & EQUIPMENT-GATES | $620 | $420 | $200 |
| OUTDOOR RIDING ARENA | $40,848 | $14,383 | $26,465 |
| FENCING | $6,795 | $4,605 | $2,190 |
| WASHING MACHINE | $750 | $508 | $242 |
| LAND IMPROVEMENT | $3,425 | $2,240 | $1,185 |
| PICKUP TRUCK | $2,299 | $2,101 | $198 |
| CHAIN SAW | $300 | $236 | $64 |
| PICKUP TRUCK | $3,700 | $3,380 | $320 |
| LAWN MOWER | $2,000 | $1,571 | $429 |
| WEEDEATERS | $708 | $556 | $152 |
| PRESSURE TANK | $1,100 | $770 | $330 |
| ROOF-SHED | $12,230 | $7,046 | $5,184 |
| CHAIN SAW | $420 | $301 | $119 |
| TRUCK | $4,500 | $3,285 | $1,215 |
| EQUIPMENT - WATER FILTRATION & PUMP | $2,865 | $916 | $1,949 |
| FARM EQUIPMENT-TOW BEHIND WEEDEATER | $3,137 | $870 | $2,267 |
| TRUCK | $3,000 | $1,560 | $1,440 |
| PHONE | $318 | $129 | $189 |
| BARN BLOWER | $250 | $162 | $88 |
| TRACTOR | $60,369 | $32,611 | $27,758 |
| ROTARY MOWER | $13,850 | $7,110 | $6,740 |
| HAY BAY SPEARER | $1,400 | $756 | $644 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $238 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $238 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLE-ESTATE OF JOHN HETTINGER | Desc |
| BOY Book Value | $2,419,421 | BOYBookValueAmt |
| EOY Book Value | $1,625,825 | EOYBookValueAmt |
| EOYFMV | $1,625,825 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SAN ROQUE - SALE OF ASSETS SALE OF RELATED USW PROPERTY | Desc |
| Amt | $348,805 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $587 | $0 | $0 | $536 |
| FEES | $1,253 | $0 | $0 | $1,253 |
| STABLE EXPENSES | $5,565 | $0 | $0 | $5,565 |
| UTILITIES | $11,054 | $0 | $0 | $26,078 |
| REPAIRS AND MAINTENANCE | $41,658 | $0 | $0 | $41,658 |
| VANNING CHARGES-HORSE RESCUE | $10,150 | $0 | $0 | $10,150 |
| FEED SUPPLIES | $246,176 | $0 | $0 | $246,176 |
| VETERINARY EXPENSES | $74,286 | $0 | $0 | $67,086 |
| BLACKSMITH | $14,362 | $0 | $0 | $14,362 |
| BOARD AND TRAINING | $65,592 | $0 | $0 | $64,692 |
| EXPENSES ALLOCATED TO ADJUSTED NET INCOME | $0 | $0 | $18,368 | -$18,368 |
| OFFICE AND PRINTING | $6,437 | $0 | $0 | $9,795 |
| INSURANCE | $26,226 | $0 | $0 | $26,226 |
| EMPLOYEE BENEFITS | $38,502 | $0 | $0 | $34,501 |
| ADVERTISING AND EDUCATION | $3,524 | $0 | $0 | $3,524 |
| VEHICLE EXPENSE | $11,131 | $0 | $0 | $11,131 |
| EVENT EXPENSE | $6,492 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FEES FROM THE ADOPTION OF RESCUED HORSES | $12,245 | $12,245 |
| EVENT REVENUE | $5,133 | $5,133 |
| SAN ROQUE | -$27,663 | -$27,663 |
| SAN ROQUE | $348,805 | $348,805 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SAN ROQUE GAIN\LOSS-SCH K-1 SALE OF RELATED USW PROPERTY | Desc |
| Amt | $27,663 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $17,281 | $0 | $0 | $17,281 |
| REAL ESTATE TAXES | $112,046 | $0 | $0 | $112,046 |
Comments