UNITED STATES EQUESTRIAN TEAM FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES EQUESTRIAN TEAM FOUNDATION INC (EIN 22-1668879)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-12
- IRS object ID
- 201721939349300107
- Schema version
- 2016v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-12T07:24:12-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221668879 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United States Equestrian Team Fdn Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARK P PIWOWAR | InCareOfNm |
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 9082341251 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 POTTERSVILLE ROAD PO BOX 355 | AddressLine1Txt |
| City | Gladstone | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07934 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE B JENKINS | PersonNm |
| Person Title | executive director | PersonTitleTxt |
| Phone | 9082341251 | PhoneNum |
| Signature | 2017-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CANDICE METH | PreparerPersonNm |
| PTIN | P01306891 | PTIN |
| Phone | 2129498700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26368720171935000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-07-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8133633A7CD26FD6F4639F71D85EFD23F69642C9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8133633A7CD26FD6F4639F71D85EFD23F69642C9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BONNIE B JENKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 POTTERSVILLE ROAD | AddressLine1Txt |
| City | Gladstone | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07934 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,731,211 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.USET.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 45 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,528,354 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,921,626 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $285,643 | PYInvestmentIncomeAmt |
| CY Investment Income | $261,163 | CYInvestmentIncomeAmt |
| PY Other Revenue | $82,175 | PYOtherRevenueAmt |
| CY Other Revenue | $70,692 | CYOtherRevenueAmt |
| PY Total Revenue | $6,896,172 | PYTotalRevenueAmt |
| CY Total Revenue | $3,253,481 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,149,934 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,940,995 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,372,661 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,409,014 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $66,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $66,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,046,415 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,269,575 | PYOtherExpensesAmt |
| CY Other Expenses | $1,500,269 | CYOtherExpensesAmt |
| PY Total Expenses | $5,858,170 | PYTotalExpensesAmt |
| CY Total Expenses | $6,916,278 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,038,002 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,662,797 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,913,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,211,516 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $169,276 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71,971 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,744,415 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,139,545 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNITED STATES EQUESTRIAN TEAM FOUNDATION, INC. IS A NON-PROFIT ORGANIZATION THAT SUPPORTS THE COMPETITION, TRAINING, COACHING, TRAVEL AND EDUCATIONAL NEEDS OF AMERICA'S ELITE AND DEVELOPING INTERNATIONAL HIGH PERFORMANCE HORSES AND ATHLETES IN PARTNERSHIP WITH THE US EQUESTRIAN FEDERATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,227,408 | ExpenseAmt |
| Grant | $3,940,995 | GrantAmt |
| Desc | The Olympic Games and Paralympic Games in Rio capped off the quadrennial with some exciting achievements, with all Olympic disciplines capturing a medal. The Show Jumping Team of Kent Farrington, McLain Ward, Lucy Davis and Beezie Madden won the Team Silver, narrowly missing the Gold. The Dressage Team of Steffen Peters, Laura Graves, Kasey Perry-Glass and Allison Brock exceeded expectations and showed us what team work, talent, and a strong work ethic will do, winning the Team Bronze; with Laura Graves posting a personal best score of 80.644% and finishing in 4th place individually. In Eventing, Phillip Dutton showed his experience and talent with a gutsy and strong cross country ride, to capture the Individual Bronze Medal. The team of Phillip Dutton, Boyd Martin, Lauren Keiffer and Clark Montgomery realized two eliminations on cross country, putting them out of medal contention. Our Para-Dressage riders Rebecca Hart, Angela Peavy, Sydney Collier and Margaret McIntosh continued to progress and gain necessary experience at an international championship. This experience will help to prepare them, as well as show them, what it will take to reach the podium at the 2020 Tokyo Paralympic Games. In 2016, the USET Foundation provided approximately $3,941,000 in grant funding, the largest grant to date, representing over 50% of their program budget. This funding was possible due to a successful "Rockin Rio" benefit with Honorary Chairs, Patti Scialfa and Bruce Springsteen, as well as gifts to the Campaign for Continuing our Competitive Excellence, and the loyal annual support from our Gold Medal Club members. The Human Sport Science and Medicine Program (HSSM) established last year, proved to be a critical component of the success for several of our Olympic and Paralympic athletes in Rio. We are grateful to Betsy Juliano for her commitment in helping support this pilot program, which will now become a permanent part of the Federations High Performance program. The Hamilton Farm stables and facility in Gladstone continued to serve our athletes for training, competition and as a place to gather prior to shipping overseas. Additionally, Hamilton Farm is the headquarters for the USET Foundation and houses some of the Federations High Performance offices. Next year, the stable will celebrate its 100th anniversary and its extraordinary place in the history of equestrian sport. The High Performance Programs and the achievements of our athletes and teams are only possible through the wonderful horse owners and supporters of the USET Foundation, always loyal and generous in their philanthropy, who share our passion for ensuring our United States equestrian teams have the resources necessary to be competitive on the world stage. THE VISION: To promote international relationships, goodwill and better understanding of the United States through competition of equestrian teams and individuals of the United States with similar teams and individuals from other nations in the Olympic Games, Paralympic Games, Pan American Games, World Championships and other international equestrian competitions while fostering the highest ideals of horsemanship and the welfare of the horse. THE MISSION: The USET Foundation supports the competition, training, coaching, travel and educational needs of Americas elite and developing International High Performance horses and athletes in partnership with US Equestrian. THE GOALS: Supporting Athletes Promoting International Excellence Building for the Future YEAR IN REVIEW: The USET Foundation provided grants in support of International High Performance programs totaling approximately $3,941,000 during the fiscal year ending December 31, 2016. DRESSAGE: o TEAM BRONZE MEDAL - OLYMPIC GAMES, RIO DE JANEIRO, BRA - Steffen Peters/Legolas 92 Owner: Four Winds Farm - Laura Graves/Verdades Owners: Laura Graves and Curt Maes - Allison Brock/Rosevelt Owners:Fritz and Claudine Kundrun - Kasey Perry-Glass/Dublet Owner: Diane Perry o Individual 4th Olympic Games - Laura Graves/Verdades (Personal Best in GP, GPS and GPF) o Team Gold, CDIO3* Nations Cup, Wellington, USA - Shelly Francis/Doktor Owner: Patricia Stempel - Kasey Perry-Glass/Dublet Owner: Diane Perry - Arlene (Tuny) Page/Woodstock Owner: Arlene Page - Laura Graves/Verdades Owners: Laura Graves and Curt Maes o Team Gold, CDIO5* Nations Cup, Compiegne, FRA - Shelly Francis/Doktor Owner: Patricia Stempel - Kasey Perry-Glass/Dublet Owner: Diane Perry - Laura Graves/Verdades Owners: Laura Graves and Curt Maes - Allison Brock/Rosevelt Owners: Fritz and Claudine Kundrun o Team Silver, CDIO5* Nations Cup, Rotterdam, NED - Steffen Peters/Legolas 92 Owner: Four Winds Farm - Laura Graves/Verdades Owners: Laura Graves and Curt Maes - Shelly Francis/Doktor Owner: Patricia Stempel - Kasey Perry-Glass/Dublet Owner: Diane Perry o Team Silver, CDIO5* Nations Cup, Aachen, GER - Katherine Bateson-Chandler/Alcazar Owner: Jane Forbes Cark - Shelly Francis/Doktor Owner: Patricia Stempel - Arlene (Tuny) Page/Woodstock Owner: Arlene Page - Steffen Peters/Legolas 92 Owner: Four Winds Farm DRIVING: o Four-in-Hand results - 1st Place, Chester Weber Little Everglades International, Dade City, USA - 5th Place, Chester Weber Royal Windsor Horse Show, Windsor Castle, GBR - 1st Place, Chester Weber World Cup Qualifier, Drebkau, GER - 3rd Place, Chester Weber World Cup Qualifier, Aachen, GER o 2016 National Champions - Four-in-Hand National Championship, Chester Weber - Single National Championship, Suzy Stafford - Pony Pair National Championship, Kathleen Whaley - Single Pony National Championship, Leslie Berndl - Horse Pair National Championship, Steve Wilson o Single World Championships, Piber, AUT - Suzy Stafford finished 2nd in the dressage phase o Four-in-Hand World Championships, Breda, NED - 4th Place Individual, Chester Weber - 6th Place Team, Chester Weber, Allison Stroud and James Fairclough SHOW JUMPING: o Team Silver, Olympic Games, Rio De Janeiro, BRA - Lucy Davis/Barron Owner: Old Oak Farm - Kent Farrington/Voyeur Owner: Amalaya Investments - Beezie Madden/Cortes 'C' - Owner: Abigail Wexner - McLain Ward/HH Azur Owners: Double H Farm and Francois Mathy o Olympic Games Individual Final - 5th Place, Kent Farrington/Voyeur o Team Bronze, Furusiyya CSIO 5* Nations Cup Final, Barcelona, ESP - Audrey Coulter/Capital Colnardo Owner: Copernicus stables - Lucy Davis/Barron Owner: Old Oak Farm - Lauren Hough/Ohlala Owner: The Ohlala Group - Lillie Keenan/Super Sox Owners: Chansonette Farm and Ronnono Jum - Laura Kraut/Zeremonie Owner: Old Willow Farms o CSIO Teams - 1st Place, CSIO4* Ocala, USA - 2nd Place, CSIO4* Wellington, USA - 2nd Place, CSIO4* Coapexpan, MEX - 2nd Place, CSIO5* La Baule, FRA - 2nd Place, CSIO5* Rome, ITA - 2nd Place, CSIO5* St. Gallen, SUI - 2nd Place, CSIO5* Aachen, GER - 3rd Place, CSIO5* Dublin, IRE - 4th Place, CSIO4* Langley, CAN - 4th Place, CSIO4* Hickstead, GBR - 5th Place, CSIO5* Rotterdam, NED - 6th Place, CSIO5* Spruce Meadows Masters, Calgary, CAN VAULTING: o Vaulting World Championships for Seniors, Le Mans, FRA - 6th Place Squad, Carlee Heger, Devon Maitozo, Kayln Geisler, Mattea Petry, Michelle Guo Amontillado 9, Owner: RVC Gilching - 8th Place Pas de Deux, Cassidy and Kimberly Palmer Leon 364, Owner: Wolfgang Renz - 9th Place Individual Female, Elizabeth Osborn Ghost Alfarvad, Owner: Thommysminde Voltigeklubben o World Cup Final, Dortmund, GER - 3rd Place Pas de Deux, Cassidy and Kimberly Palmer Leon 364, Owner: Wolfgang Renz o Aachen Nations Cup, Aachen, GER - 9th Place Individual Male, Kristian Roberts Diva 506, Owner: RVC Gilching o CVIJ2* Hollister, USA - Team Gold Mount Eden Vaulting Club Sir James, Owner: Emma Seely o CVI3* Hollister, USA - Team Gold P.I.E. Vaulters Pino del Rio, Owner: Julie Divita ENDURANCE: o U.S. competed in ten 3* competitions in 2016, placing in the top five of six competitions o Young Riders competed, placing in the top five at three of the competitions EVENTING: o Individual Bronze Olympic Games, Rio De Janeiro, BRA - Phillip Dutton/Mighty Nice Owner: HND Group o 4th Place Overall, CICO3* Boekelo, NED - Lauren Kieffer/Meadowbrooks Scarlett Owner: Marie Le Manstrel o 6th Place Team, CICO3* Aachen, GER - Hannah Burnett/Harbour Pilot Owner: Jacqueline Mars - Phillip Dutton/Indian Mill Owner: David Garrett - Lauren Kieffer/Landmarks Monte Carlo Owner: Jacqueline Mars - Matthew Brown/Super Socks BCF Owner: Blossom Creek Foundation o Team Gold CICO3* Great Meadow International, The Plains, USA - Clark Montgomery/Loughan Glen Owners: Holly and William Becker, Kathryn Kraft and Jessica Montgomery - Lauren Kieffer/Meadowbrooks Scarlett Owner: Marie Le Menestrel - Phillip Dutton/Fernhill Fugitive Owners: Caroline Moran, Simon Roosevelt and Thomas Tierney - Boyd Martin/Welcome Shadow Owner: Gloria Callen o 4th Place, CCI3* Millstreet, IRE - Lillian Heard/LCC Barnaby Owner: Lillian Heard o One in the top 15, CCI4* Pau, FRA o One in the top ten, CCI | Desc |
| Total Program Service Expenses | $5,227,408 | 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 | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 28 | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 45 | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK P PIWOWAR | PersonNm |
| Phone | 9082341251 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O USET FDN 1040 POTTERSVILLE ROA | AddressLine1Txt |
| City | GLADSTONE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07934 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BROWNLEE O CURREY JR | ||||||||
| CHAIRMAN | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| S TUCKER S JOHNSON | ||||||||
| PRESIDENT & CEO | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH BETSY B JULIANO | ||||||||
| SECRETARY | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PHILIP E RICHTER | ||||||||
| TREASURER | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| W JAMES MCNERNEY JR | ||||||||
| VICE PRESIDENT | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ABIGAIL S WEXNER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| AKIKO YAMAZAKI | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ALEX BOONE | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ANNE KURSINSKI | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY V WEIGHT | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BEEZIE MADDEN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BERTRAM R FIRESTONE | ||||||||
| TRUSTEE (Thru 1/2016) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BRIANNE GOUTAL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHESTER C WEBER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHRYSTINE J TAUBER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE MCDONALD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DEBI DOBBS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| E HUNTER HARRISON | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH L JOHNSON | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH MILLER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ERIC L STRAUS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| FRANK G MERRILL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE H DAVIS JR | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE H MORRIS | ||||||||
| TRUSTEE (Thru 1/2016) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GEORGINA BLOOMBERG | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GWENDOLYN MEYER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JACK WETZEL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE B MARS | ||||||||
| TRUSTEE (Thru 1/2016) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JANE FORBES CLARK | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JEANNIE TISBO | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JULIET REID | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY BOYER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LYLE LOVETT | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET H DUPREY | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY ANNE MCPHAIL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MISDEE WRIGLEY MILLER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MK PRITZKER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Murray kessler | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PATTI SCIALFA | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD M FELDMAN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN PARSKY | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SHERRY ADAMS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SIGNE OSTBY | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE PORTER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS TIERNEY | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WENDY RAETHER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM COLEMAN JR | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM H WEEKS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE B JENKINS | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | 0.0 | Yes (X) | $281,999 | $0 | $53,001 | ||
| MARK P PIWOWAR | ||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 0.0 | Yes (X) | $213,000 | $0 | $57,345 | ||
| CLIFTON J COTTER JR | ||||||||
| DIRECTOR OF FACILITIES | 40.0 | 0.0 | $94,347 | $0 | $42,329 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $589,346 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $152,675 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $699,858 | FundraisingAmt |
| All Other Contributions | $2,221,768 | AllOtherContributionsAmt |
| Noncash Contributions | $678,417 | NoncashContributionsAmt |
| Total Contributions | $2,921,626 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $251,429 | TotalRevenueColumnAmt |
| Exclusion | $251,429 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,624 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,624 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,624 | TotalRevenueColumnAmt |
| Exclusion | $31,624 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,604,540 | SecuritiesAmt |
| Other | $8,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,602,806 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,734 | SecuritiesAmt |
| Other | $8,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,734 | TotalRevenueColumnAmt |
| Exclusion | $9,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $874,924 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $699,858 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $874,924 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $39,068 | TotalRevenueColumnAmt |
| Exclusion | $39,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $39,068 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,253,481 | TotalRevenueColumnAmt |
| Exclusion | $331,855 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,805,483 | TotalAmt |
| Program Services | $3,805,483 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,512 | TotalAmt |
| Program Services | $135,512 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,999 | TotalAmt |
| Program Services | $254,637 | ProgramServicesAmt |
| Management And General | $27,884 | ManagementAndGeneralAmt |
| Fundraising | $212,478 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,134 | TotalAmt |
| Program Services | $240,503 | ProgramServicesAmt |
| Management And General | $32,792 | ManagementAndGeneralAmt |
| Fundraising | $254,839 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,943 | TotalAmt |
| Program Services | $20,678 | ProgramServicesAmt |
| Management And General | $8,672 | ManagementAndGeneralAmt |
| Fundraising | $34,593 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,855 | TotalAmt |
| Program Services | $113,909 | ProgramServicesAmt |
| Management And General | $30,628 | ManagementAndGeneralAmt |
| Fundraising | $111,318 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,083 | TotalAmt |
| Program Services | $34,768 | ProgramServicesAmt |
| Management And General | $7,856 | ManagementAndGeneralAmt |
| Fundraising | $23,459 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,487 | TotalAmt |
| Management And General | $59,487 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,000 | TotalAmt |
| Management And General | $34,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,000 | TotalAmt |
| Fundraising | $66,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,758 | TotalAmt |
| Management And General | $104,758 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,438 | TotalAmt |
| Fundraising | $83,438 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,747 | TotalAmt |
| Management And General | $93,747 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,541 | TotalAmt |
| Management And General | $89,541 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,592 | TotalAmt |
| Management And General | $92,592 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,682 | TotalAmt |
| Management And General | $42,682 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,084 | TotalAmt |
| Program Services | $117,035 | ProgramServicesAmt |
| Management And General | $12,621 | ManagementAndGeneralAmt |
| Fundraising | $23,428 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,952 | TotalAmt |
| Program Services | $136,757 | ProgramServicesAmt |
| Management And General | $5,195 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| SOLICITATION | $236,862 | $236,862 | |
| COMMUNICATIONS & PUBLIC REL. | $131,008 | $131,008 | |
| SPECIAL EVENTS SUPPORT | $64,587 | $64,587 | |
| REPAIRS & MAINTENANCE | $158,910 | $158,910 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,621 | TotalAmt |
| Program Services | $13,621 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,916,278 | TotalAmt |
| Program Services | $5,227,408 | ProgramServicesAmt |
| Management And General | $642,455 | ManagementAndGeneralAmt |
| Fundraising | $1,046,415 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,017,025 | BOYAmt |
| EOY | $2,689,783 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,906,257 | BOYAmt |
| EOY | $3,222,723 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,609 | BOYAmt |
| EOY | $42,863 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,304 | BOYAmt |
| EOY | $31,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,194,142 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,926,232 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $935,119 | BOYAmt |
| EOY | $1,267,910 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,630,377 | BOYAmt |
| EOY | $9,956,333 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,913,691 | BOYAmt |
| EOY | $17,211,516 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,276 | BOYAmt |
| EOY | $71,971 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,276 | BOYAmt |
| EOY | $71,971 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,978,557 | BOYAmt |
| EOY | $5,727,051 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,796,557 | BOYAmt |
| EOY | $8,440,693 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,969,301 | BOYAmt |
| EOY | $2,971,801 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,744,415 | BOYAmt |
| EOY | $17,139,545 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,913,691 | BOYAmt |
| EOY | $17,211,516 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,662,797 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $57,927 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,759,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,151,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,806,761 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,528,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,921,626 | CurrentTaxYearAmt |
| Total | $26,167,676 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,759,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,151,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,806,761 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,528,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,921,626 | CurrentTaxYearAmt |
| Total | $26,167,676 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,765,502 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,402,174 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $165,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $219,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $256,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $251,429 | CurrentTaxYearAmt |
| Total | $1,040,145 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $150 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $153,734 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,274 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,068 | CurrentTaxYearAmt |
| Total | $386,054 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,594,025 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88433 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90958 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 120.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 2.00 | StaffHoursSpentEnforcementCnt |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,133,940 | BeginningYearBalanceAmt |
| Contributions | $157,500 | ContributionsAmt |
| Investment Earnings Or Losses | $109,626 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,401,066 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,899,842 | BeginningYearBalanceAmt |
| Contributions | $433,250 | ContributionsAmt |
| Investment Earnings Or Losses | -$199,152 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,133,940 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,297,189 | BeginningYearBalanceAmt |
| Contributions | $182,500 | ContributionsAmt |
| Investment Earnings Or Losses | $479,859 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $59,706 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,899,842 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,841,594 | BeginningYearBalanceAmt |
| Contributions | $344,266 | ContributionsAmt |
| Investment Earnings Or Losses | $1,111,369 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,297,229 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,134,807 | BeginningYearBalanceAmt |
| Contributions | $119,444 | ContributionsAmt |
| Investment Earnings Or Losses | $587,303 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,841,554 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38030 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.26600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35370 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,112,689 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,850,765 | DepreciationAmt |
| Book Value | $1,261,924 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,295 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,295 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,158 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,172 | DepreciationAmt |
| Book Value | $5,986 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,267,910 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,232,680 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $57,927 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $26,030 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $83,957 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,148,723 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $104,758 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $104,758 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,253,481 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,837,550 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $26,030 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $26,030 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,811,520 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $104,758 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $104,758 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,916,278 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part II, LINE 9 | CONSERVATION EASEMENTS: In February 2001, the Foundation was granted an easement for approximately 120 acres of the land and buildings that had previously been set aside for the Foundation's use. This conveyance provides for the use of the land and buildings in perpetuity, at no cost to the Foundation other than for related maintenance and repairs. The Foundation does not have title to the land or buildings and, accordingly, does not have any rights associated with ownership. The Foundation may only use the land and buildings for equestrian purposes; the character of the property is to remain as it was at the date of the grant, and any alterations or modifications to the existing landscape must be approved by the grantor. This conveyance is not included as a contribution or an asset in the financial statements. |
| SCHEDULE D, PART V, LINE 4 | ENDOWMENT: ThE Endowment Fund was established based on the Foundation's mission and consists of both donor restricted endowment funds and a fund designated by the board of trustees to function as endowment. Donors may direct that the investment income on their gifts be unrestricted or designated for a particular discipline or purpose. |
| SCHEDULE D, PART X, LINE 2 | Income tax uncertainties: The Foundation is subject to the provisions of the Financial Accounting Standards Board's (the "FASB") Accounting Standards Codification ("ASC") Topic 740, Income Taxes, as it relates to accounting and reporting for uncertainty in income taxes. Because of the Foundation's general tax-exempt status, management believes ASC Topic 740 has not had, and is not anticipated to have, a material impact on the Foundation's financial statements. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEW RIVER COMMUNICATIONS | PersonNm |
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $66,000 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $66,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
| All States | All States | AllStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ROCKIN' RIO | Event1Nm |
| Gross Receipts Event1 | $1,228,447 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $482,988 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $745,459 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $428,490 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $192,830 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $124,139 | OtherDirectExpensesEvent1Amt |
| Event2 | AEGT Event | Event2Nm |
| Gross Receipts Event2 | $311,335 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $216,870 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $94,465 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $35,000 | CashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $20,355 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $13,300 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $25,810 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $35,000 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $35,000 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $6,304 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $27,243 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,453 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,574,782 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $699,858 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $874,924 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $35,000 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $455,149 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $233,373 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $151,402 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $874,924 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US Equestrian Federation Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4047 iron works parkway | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 562350714 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $3,805,483 | CashGrantAmt |
| Purpose Of Grant | EQUESTRIAN GRANTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Jacqueline Mars Developing Rider Grant | 2 | $56,000 |
| AMANDA PIRIE-WARRINGTON GRANT | 1 | $4,512 |
| KAREN STIVES EVENTING GRANTS-PURE ENDOWMENT | 2 | $50,000 |
| connaught grant | 1 | $25,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, QUESTION #2 | FormAndLineReferenceDesc |
| Explanation | UNITED STATES EQUESTRIAN TEAM FOUNDATION, INC. BOARD MEMBERS, WHO ARE ALSO ON SEVERAL OF THE UNITED STATES EQUESTRIAN FEDERATION FINANCIAL COMMITTEES, MONITOR THE USE OF GRANT FUNDS VIA A YEAR-END REPORT AS WELL AS MONITOR THE OUTSIDE ORGANIZATION'S BUDGETS AND EXPENSE RECEIPTS. ADDITIONAL ANALYSIS INCLUDES COMPARING ACTUAL TO ESTIMATED AMOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BONNIE B JENKINS | ||||||||||||||
| EXECUTIVE DIRECTOR | $234,999 | $0 | $47,000 | $0 | $0 | $0 | $9,675 | $0 | $43,326 | $0 | $335,000 | $0 | $0 | $0 |
| MARK P PIWOWAR | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $180,000 | $0 | $33,000 | $0 | $0 | $0 | $12,000 | $0 | $45,345 | $0 | $270,345 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part II, Line 3 | FormAndLineReferenceDesc |
| Explanation | A compensation committee consisting of the officers and the executive committee review the performance of the Executive Director, officers and key employees during the year and base the compensation increase on their performance. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $678,417 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, LINE 32A | FormAndLineReferenceDesc |
| Explanation | USE OF THIRD PARTIES: The United States Equestrian Team Foundation, Inc. USES A THIRD PARTY SERVICE PROVIDER TO SELL ITS DONATED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | ORGANIZATION'S MISSION: THE UNITED STATES EQUESTRIAN TEAM FOUNDATION IS A NON-PROFIT ORGANIZATION THAT SUPPORTS THE COMPETITION, TRAINING, COACHING, TRAVEL AND EDUCATIONAL NEEDS OF AMERICA'S ELITE AND DEVELOPING INTERNATIONAL HIGH PERFORMANCE HORSES AND ATHLETES IN PARTNERSHIP WITH THE US EQUESTRIAN FEDERATION. |
| FORM 990, PART VI, QUESTION 11A | REVIEW OF FORM 990: THE UNITED STATES EQUESTRIAN TEAM FOUNDATION HELD A BOARD OF TRUSTEES MEETING IN JUNE 2017, AT THE FOUNDATION HEADQUARTERS IN GLADSTONE, NJ. ONE OF THE AGENDA ITEMS INCLUDED DETAILED DISCUSSION PRESENTING COMPONENTS OF FEDERAL FORM 990. DISCUSSION INCLUDED CHANGES TO THE TAX CODE, INDIVIDUAL STATE REQUIREMENTS AND THE NEED FOR THE PUBLIC TO BE WELL INFORMED OF ANY ORGANIZATION THEY ARE CONSIDERING DONATING TO. THE BOARD REVIEWED FORM 990. THE BOARD UNANIMOUSLY AUTHORIZED A JOINT MEETING OF THE EXECUTIVE AND FINANCE COMMITTEE IN JUNE 2017, AND AT THAT MEETING THE FEDERAL FORM 990 WAS APPROVED FOR FILING. |
| FORM 990, PART VI, QUESTION 12C | MONITORING CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY IS UPDATED AND REVIEWED EACH YEAR. THE BOARD OF TRUSTEES AND STAFF ARE REQUIRED TO SIGN A NEW POLICY EVERY YEAR ENSURING THEY ARE STILL IN COMPLIANCE. |
| FORM 990, PART VI QUESTION 15a and 15b | COMPENSATION PRACTICES: A compensation committee consisting of the officers and the executive committee review the performance of the Executive Director, officers and key employees during the year and base the compensation increase on their performance. |
| FORM 990, PART VI, QUESTION 19 | AVAILABILITY OF GOVERNING DOCUMENTS: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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