2017-07-12T07:24:12-05:00 2016-12-31 EISNERAMPER LLP 750 THIRD AVENUE NEW YORK NY 100172703 990 2016-01-01 221668879 United States Equestrian Team Fdn Inc % MARK P PIWOWAR UNIT 9082341251 1040 POTTERSVILLE ROAD PO BOX 355 Gladstone NJ 07934 BONNIE B JENKINS executive director 9082341251 2017-07-12 true CANDICE METH P01306891 2129498700 64.238.150.10 26368720171935000000 2017-07-12 P 8133633A7CD26FD6F4639F71D85EFD23F69642C9 8133633A7CD26FD6F4639F71D85EFD23F69642C9 2016 2021-01-29 14:40:06Z BONNIE B JENKINS 1040 POTTERSVILLE ROAD Gladstone NJ 07934 7731211 false X www.USET.org X 1950 NJ SEE SCHEDULE O 45 45 28 22 0 0 6528354 2921626 0 0 285643 261163 82175 70692 6896172 3253481 3149934 3940995 0 0 1372661 1409014 66000 66000 1046415 1269575 1500269 5858170 6916278 1038002 -3662797 20913691 17211516 169276 71971 20744415 17139545 X 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. false false 5227408 3940995 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 5227408 true true false false false false true false false true true false false false false true true false false false false false false true true false false true true true false false false false false false false false true false false false false false false false false true 60 0 true 28 true false false false false false true true false false false false X 45 45 false false false false false false false true true false false true true true true true true true true false AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X MARK P PIWOWAR 9082341251 C/O USET FDN 1040 POTTERSVILLE ROA GLADSTONE NJ 07934 BROWNLEE O CURREY JR CHAIRMAN 5.0 0.0 X X 0 0 0 S TUCKER S JOHNSON PRESIDENT & CEO 5.0 0.0 X X 0 0 0 ELIZABETH BETSY B JULIANO SECRETARY 5.0 0.0 X X 0 0 0 PHILIP E RICHTER TREASURER 5.0 0.0 X X 0 0 0 W JAMES MCNERNEY JR VICE PRESIDENT 5.0 0.0 X X 0 0 0 ABIGAIL S WEXNER TRUSTEE 1.0 0.0 X 0 0 0 AKIKO YAMAZAKI TRUSTEE 1.0 0.0 X 0 0 0 ALEX BOONE TRUSTEE 1.0 0.0 X 0 0 0 ANNE KURSINSKI TRUSTEE 1.0 0.0 X 0 0 0 ANTHONY V WEIGHT TRUSTEE 1.0 0.0 X 0 0 0 BEEZIE MADDEN TRUSTEE 1.0 0.0 X 0 0 0 BERTRAM R FIRESTONE TRUSTEE (Thru 1/2016) 1.0 0.0 X 0 0 0 BRIANNE GOUTAL TRUSTEE 1.0 0.0 X 0 0 0 CHESTER C WEBER TRUSTEE 1.0 0.0 X 0 0 0 CHRYSTINE J TAUBER TRUSTEE 1.0 0.0 X 0 0 0 DEBBIE MCDONALD TRUSTEE 1.0 0.0 X 0 0 0 DEBI DOBBS TRUSTEE 1.0 0.0 X 0 0 0 E HUNTER HARRISON TRUSTEE 1.0 0.0 X 0 0 0 ELIZABETH L JOHNSON TRUSTEE 1.0 0.0 X 0 0 0 ELIZABETH MILLER TRUSTEE 1.0 0.0 X 0 0 0 ERIC L STRAUS TRUSTEE 1.0 0.0 X 0 0 0 FRANK G MERRILL TRUSTEE 1.0 0.0 X 0 0 0 GEORGE H DAVIS JR TRUSTEE 1.0 0.0 X 0 0 0 GEORGE H MORRIS TRUSTEE (Thru 1/2016) 1.0 0.0 X 0 0 0 GEORGINA BLOOMBERG TRUSTEE 1.0 0.0 X 0 0 0 GWENDOLYN MEYER TRUSTEE 1.0 0.0 X 0 0 0 JACK WETZEL TRUSTEE 1.0 0.0 X 0 0 0 JACQUELINE B MARS TRUSTEE (Thru 1/2016) 1.0 0.0 X 0 0 0 JANE FORBES CLARK TRUSTEE 1.0 0.0 X 0 0 0 JEANNIE TISBO TRUSTEE 1.0 0.0 X 0 0 0 JULIET REID TRUSTEE 1.0 0.0 X 0 0 0 KIMBERLY BOYER TRUSTEE 1.0 0.0 X 0 0 0 LYLE LOVETT TRUSTEE 1.0 0.0 X 0 0 0 MARGARET H DUPREY TRUSTEE 1.0 0.0 X 0 0 0 MARY ANNE MCPHAIL TRUSTEE 1.0 0.0 X 0 0 0 MISDEE WRIGLEY MILLER TRUSTEE 1.0 0.0 X 0 0 0 MK PRITZKER TRUSTEE 1.0 0.0 X 0 0 0 Murray kessler TRUSTEE 1.0 0.0 X 0 0 0 PATTI SCIALFA TRUSTEE 1.0 0.0 X 0 0 0 RICHARD M FELDMAN TRUSTEE 1.0 0.0 X 0 0 0 ROBIN PARSKY TRUSTEE 1.0 0.0 X 0 0 0 SHERRY ADAMS TRUSTEE 1.0 0.0 X 0 0 0 SIGNE OSTBY TRUSTEE 1.0 0.0 X 0 0 0 SUZANNE PORTER TRUSTEE 1.0 0.0 X 0 0 0 THOMAS TIERNEY TRUSTEE 1.0 0.0 X 0 0 0 WENDY RAETHER TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM COLEMAN JR TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM H WEEKS TRUSTEE 1.0 0.0 X 0 0 0 BONNIE B JENKINS EXECUTIVE DIRECTOR 40.0 0.0 X 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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. X X X X X X true NEW RIVER COMMUNICATIONS CONSULTING false 0 66000 0 0 66000 0 All States ROCKIN' RIO 1228447 482988 745459 428490 192830 124139 AEGT Event 311335 216870 94465 35000 20355 13300 25810 1 35000 35000 6304 27243 1453 1574782 699858 874924 35000 455149 233373 151402 874924 true US Equestrian Federation Inc 4047 iron works parkway Lexington KY 40511 562350714 501(C)(3) 3805483 EQUESTRIAN GRANTS 1 Jacqueline Mars Developing Rider Grant 2 56000 AMANDA PIRIE-WARRINGTON GRANT 1 4512 KAREN STIVES EVENTING GRANTS-PURE ENDOWMENT 2 50000 connaught grant 1 25000 SCHEDULE I, PART I, QUESTION #2 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. X X false false false false false false false true false BONNIE B JENKINS EXECUTIVE DIRECTOR 234999 0 47000 0 0 0 9675 0 43326 0 335000 0 0 0 MARK P PIWOWAR CHIEF FINANCIAL OFFICER 180000 0 33000 0 0 0 12000 0 45345 0 270345 0 0 0 Schedule J, Part II, Line 3 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. X 19 678417 FAIR MARKET VALUE false true true SCHEDULE M, PART I, LINE 32A USE OF THIRD PARTIES: The United States Equestrian Team Foundation, Inc. USES A THIRD PARTY SERVICE PROVIDER TO SELL ITS DONATED SECURITIES. 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.