2024-05-14T10:37:56-05:00 2023-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 250 W MAIN STREET STE 1400 LEXINGTON KY 40507 990 2022-07-01 611259683 THE FOUNDATION FOR THE HORSE FKA THE AAEP FOUNDATION INC AAEP 8592330147 4033 IRON WORKS PARKWAY LEXINGTON KY 40511 DAVID L FOLEY EXECUTIVE DIRECTOR 8592330147 2024-05-13 1 DAVID FOLEY XXX-XX-XXXX 0 HARVEY D THOMPSON P00408684 8592552341 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID L FOLEY 4033 IRON WORKS PARKWAY LEXINGTON KY 40511 3172408 0 X WWW.FOUNDATION.AAEP.ORG X 1994 KY TO AID, SPONSOR, PROMOTE AND CONTRIBUTE TO EDUCATION IN FURTHERANCE OF THE TREATMENT, CARE AND WELFARE OF THE HORSE. 12 12 0 100 0 0 1996143 1705696 0 0 357093 308245 -5699 -24057 2347537 1989884 918428 1057954 0 0 68670 288239 0 0 332704 515889 388254 1502987 1734447 844550 255437 7125357 7599569 16355 48307 7109002 7551262 TO AID, SPONSOR, PROMOTE AND CONTRIBUTE TO EDUCATION IN FURTHERANCE OF THE TREATMENT, CARE AND WELFARE OF THE HORSE. 0 0 545316 363521 CONTRIBUTIONS IN FURTHERANCE OF THE TREATMENT AND WELFARE OF THE HORSE - THE FOUNDATION WORKS HAND-IN-HAND WITH THE PRACTITIONERS TO CONFRONT THE NEEDS OF THE HORSE AND THE PROFESSION. THE FOUNDATION SERVES AS AN ADVOCATE FOR THE ASPIRING EQUINE VETERINARIAN, THE HORSE IN NEED AND THE RESEARCHER DETERMINED TO ADVANCE EQUINE MEDICINE. 640460 594433 SCHOLARSHIPS AND GRANTS FOR EQUINE VETERINARY STUDENTS. 146027 100000 STUDENT PROGRAMS AND EDUCATION FOR AAEP MEMBERS. 1331803 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 KY X EXECUTIVE DIRECTOR 8592330147 4033 IRON WORKS PARKWAY LEXINGTON KY 40511 BETSY CHARLES DVM DIRECTOR 1.00 1.00 X 0 0 0 EMMA ADAM DVM DACVIM PHD DIRECTOR 1.00 1.00 X 0 0 0 ERIN DENNEY-JONES DVM DIRECTOR 1.00 1.00 X 0 0 0 JACLYN MARIE CHRISTAKOS DVM DIRECTOR 1.00 1.00 X 0 1100 0 JAMES A ZELIFF DVM MBA DIRECTOR 1.00 1.00 X 0 1500 0 PO ERIC MUELLER DVM PHD DACVS DIRECTOR 1.00 1.00 X 0 0 0 TEGAN EASTON DVM DIRECTOR 1.00 1.00 X 0 0 0 AMY L GRICE VMD MBA TREASURER 1.00 3.00 X 0 0 0 DAVID FOLEY EXECUTIVE DIRECTOR 5.00 35.00 X 0 321426 35100 EMMA K READ DVM MVSC DACVS IMMEDIATE PAST PRESDIENT 1.00 3.00 X 0 750 0 KATHERINE GARRETT DVM DACVS PRESIDENT-ELECT 1.00 3.00 X 0 1125 0 LORI RAWLS DIRECTOR OF FINANCE AND OP 5.00 35.00 X 0 129061 32302 ROBERT P FRANKLIN DVM DACVIM PRESIDENT 1.00 3.00 X 0 0 0 TRACY TURNER DVM DACVS DACVSMR VICE PRESIDENT 1.00 3.00 X 0 0 0 KEITH KLEINE DIRECTOR OF INDUSTRY RELAT 5.00 35.00 X 0 130189 17255 SALLY BAKER DIRECTOR OF MARKETING 5.00 35.00 X 0 129067 36888 NICK ALTWIES DIRECTOR OF MEMBERSHIP 5.00 35.00 X 0 102966 27958 0 817184 149503 0 0 1 0 0 215600 1490096 65600 1705696 204224 204224 35000 35000 1120113 1016092 104021 104021 104021 34960 215600 166432 -131472 -131472 MISCELLANEOUS REVENUE 900099 71842 71842 REIMBURSED EXPENSES 900099 573 573 72415 1989884 72415 0 211773 613404 613404 403500 403500 41050 41050 260773 260773 27466 27466 9250 9250 29384 29384 57454 27777 29677 46382 46382 18291 18291 EDCC EXPENSES 77310 77310 EVENTS 63922 63922 VET DIRECT SAFETY 58458 58458 PUBLIC RELATIONS 26174 26174 1629 1629 1734447 1331803 69940 332704 17460 0 1849966 1856788 31698 62018 91457 70117 39632 21340 5186601 5659423 7125357 7599569 1090 0 15265 48307 16355 48307 X 5478492 5620254 1630510 1931008 7109002 7551262 7125357 7599569 255437 186823 0 X X 0 0 0 X 1061918 319948 1438335 1996143 1705696 6522040 1061918 319948 1438335 1996143 1705696 6522040 225000 225000 375000 300000 1125000 0 225000 225000 375000 300000 1125000 5397040 195610 39476 147472 280232 239224 902014 195610 39476 147472 280232 239224 902014 23263 8465 2766 181 72415 107090 1280791 367889 1588573 2276556 2017335 7531144 0.71660 0.65210 0.11980 0.16030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 1,963. 2021 AMOUNT: $ 5. 2022 AMOUNT: $ 71,842. OTHER FUNDRAISING EVENTS - 2018 AMOUNT: $ 5,490. 2019 AMOUNT: $ -208. 2020 AMOUNT: $ -500. REIMBURSED EXPENSES - 2018 AMOUNT: $ 17,773. 2019 AMOUNT: $ 8,673. 2020 AMOUNT: $ 1,303. 2021 AMOUNT: $ 176. 2022 AMOUNT: $ 573. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 91457 70117 21340 21340 DUE TO AAEP 48307 48307 X PART X, LINE 2: THE ORGANIZATION IS GENERALLY EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES. THE ORGANIZATION'S MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS ANY UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS RECORDED IN THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 0 SOUTH ASIA DISASTER RELIEF FUNDS FOR HORSES AND ANIMALS IN PAKISTAN 10000 WIRE TRANSFER 0 FMV SUB-SAHARAN AFRICA PROMOTING THE WELFARE OF THE HORSE IN NAMIBIA 6020 WIRE TRANSFER 0 FMV RUSSIA AND NEIGHBORING STATES DISASTER RELIEF FUNDS FOR VETERINARY SUPPORT FOR DISPLACED HORSES AND ANIMALS IN UKRAINE 25000 WIRE TRANSFER 0 FMV 3 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: STORYTELLER EVENT 250560 215600 34960 166432 250560 215600 34960 166432 166432 -131472 1 UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC 324 BUSINESS SRVCS 456 E BROAD ST ATHENS GA 30602 581353149 501(C)(3) 66493 0 GRANT TO FURTHER EQUINE PROMOTION NORTH CAROLINA STATE UNIVERSITY 2701 SULLIVAN DRIVE SUITE 240 RALEIGH NC 27695 566000756 115 83915 0 GRANT TO FURTHER EQUINE PROMOTION UT EXTENSION OFFICE OF SPONSORED PROGRAMS 224 MORGAN HALL 2621 MORGAN CIRCLE DRIVE KNOXVILLE TN 379964506 626001636 115 20000 0 GRANT TO FURTHER EQUINE PROMOTION OREGON STATE UNIVERSITY 1500 SW JEFFERSON ST CORVALLIS OR 973318655 611730890 115 50000 0 GRANT TO FURTHER EQUINE PROMOTION UNIVERSITY OF FLORIDA 207 GRINTER HALL GAINESVILLE FL 326115500 596002052 115 48399 0 GRANT TO FURTHER EQUINE PROMOTION HOOVED ANIMAL HUMANE SOCIETY 10804 MCCONNELL ROAD WOODSTOCK IL 60098 237150339 501(C)(3) 6492 0 GRANT TO FURTHER EQUINE PROMOTION WORLD EQUINE VETERINARY ASSOCIATION PO BOX 5 GRANBY CT 06035 220076810 501(C)(3) 10000 0 GRANT TO FURTHER EQUINE PROMOTION EQUITARIAN INITIATIVE 10777 110TH ST N STILLWATER MN 55082 452922119 501(C)(3) 92500 0 GRANT TO FURTHER EQUINE PROMOTION AMERICAN HORSE COUNCIL FOUNDATION INC 1616 H STREET NW 7TH FLOOR WASHINGTON DC 20006 521760034 501(C)(3) 17500 0 GRANT TO FURTHER EQUINE PROMOTION AMERICAN ASSOCIATION OF EQUINE PRACTITIONERS 4033 IRON WORKS PARKWAY LEXINGTON KY 40511 846035908 501(C)(6) 160000 0 GRANT TO FURTHER EQUINE PROMOTION COLORADO STATE UNIVERSITY 6003 CAMPUS DELIVERY 555 S HOWES ST FORT COLLINS CO 805236003 846000545 115 32403 0 GRANT TO FURTHER EQUINE PROMOTION 5 6 STUDENT SCHOLARSHIPS 30 403500 PART I, LINE 2: DIRECT REPORTING FROM THE GRANTEE. 0 0 0 0 0 0 0 0 0 DAVID FOLEY EXECUTIVE DIRECTOR 0 321426 0 0 0 0 0 14945 0 20155 0 356526 0 0 SALLY BAKER DIRECTOR OF MARKETING 0 129067 0 0 0 0 0 8930 0 27958 0 165955 0 0 LORI RAWLS DIRECTOR OF FINANCE AND OP 0 129061 0 0 0 0 0 4344 0 27958 0 161363 0 0 PART I, LINE 3: THE EXECUTIVE DIRECTOR IS COMPENSATED BY A RELATED ORGANIZATION. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY USE OF A COMPENSATION STUDY AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. X 2 6000 FAIR MARKET VALUE X AUCTION ITEMS 3 59600 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE ANY ADDITIONAL COMMITTEES WITHIN THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE AND OPERATIONS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICIES ARE REVIEWED ANNUALLY BY BOARD MEMBERS AND DIRECTORS DURING THE DECEMBER BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE PUBLISHED IN THE MEMBERSHIP DIRECTORY WHILE THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE REVIEW OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN ASSOCIATION OF EQUINE PRACTITIONERS 4033 IRON WORKS PARKWAY LEXINGTON KY 40511 846035908 TO AID & CONTRIBUTE TO EDUCATION IN FURTHERANCE OF THE WELFARE OF THE HORSE IL 501(C)(6) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 AMERICAN ASSOCIATION OF EQUINE PRACTITIONERS B 160000 COST AMERICAN ASSOCIATION OF EQUINE PRACTITIONERS O 288239 COST