2025-07-01T09:53:17-05:00 2024-06-30 351178661 BLUE & CO LLC 250 WEST MAIN STREET SUITE 2900 LEXINGTON KY 40507 990 2023-07-01 611259683 THE FOUNDATION FOR THE HORSE FKA THE AAEP FOUNDATION INC FOUN 8597050425 4033 IRON WORKS PARKWAY LEXINGTON KY 40511 DAVID L FOLEY EXECUTIVE DIRECTOR EXECUTIVE DIRECTOR 8597050425 2025-07-01 1 0 RICHARD C SHIELDS P00852717 8592531100 2025-06-29 2023 2025-03-06 01:10:19Z X DAVID L FOLEY 4033 IRON WORKS PARKWAY LEXINGTON KY 40511 2989962 0 X HTTPS://WWW.FOUNDATIONFORTHEHORSE.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 95 0 0 1705696 2658788 0 0 308245 279856 -24057 -24090 1989884 2914554 1057954 1044309 0 0 288239 402250 0 0 336136 388254 458989 1734447 1905548 255437 1009006 7599569 9307931 48307 85398 7551262 9222533 TO AID, SPONSOR, PROMOTE AND CONTRIBUTE TO EDUCATION IN FURTHERANCE OF THE TREATMENT, CARE AND WELFARE OF THE HORSE. 0 0 686891 535809 170 CONTRIBUTIONS IN THE 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. 508500 508500 0 SCHOLARSHIPS AND GRANTS FOR EQUINE VETERINARY STUDENTS. 175427 0 STUDENT PROGRAMS AND EDUCATION FOR AAEP MEMBERS. 1370818 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 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 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 THE ORGANIZATION 8597050425 4033 IRON WORKS PARKWAY LEXINGTON KY 40511 KATHERINE GARRETT PRESIDENT 1.00 1.00 X X 0 0 0 TRACY TURNER PRESIDENT ELECT 1.00 1.00 X X 0 0 0 SARAH RUESS VICE PRESIDENT 1.00 1.00 X X 0 0 0 MITCHELL RODE TREASURER 1.00 1.00 X X 0 0 0 ROBERT P FRANKLIN IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 0 0 TEGAN EASTON DIRECTOR 0.50 1.00 X 0 0 0 ERIC MUELLER DIRECTOR 0.50 1.00 X 0 0 0 RAUL BRAS DIRECTOR 0.50 1.00 X 0 0 0 ERIN CONTINO DIRECTOR 0.50 1.00 X 0 0 0 ELISABETH CHARLES DIRECTOR 0.50 1.00 X 0 0 0 JACKIE CHRISTAKOS DIRECTOR 0.50 1.00 X 0 0 0 SARA LANGSAM DIRECTOR 0.50 1.00 X 0 0 0 DAVID FOLEY EXECUTIVE DIRECTOR 5.00 35.00 X 0 359933 32233 LORI RAWLS DIRECTOR OF FINANCE AND OPERATIONS 5.00 35.00 X 0 147237 24207 SALLY BAKER DIRECTOR OF MARKETING 5.00 35.00 X 0 136474 32317 KEITH KLEINE DIRECTOR OF INDUSTRY RELATIONS 5.00 35.00 X 0 140518 17335 NICK ALTWIES DIRECTOR OF MEMBERSHIP 5.00 35.00 X 0 110405 22882 0 894567 128974 5 0 1 0 0 153442 2505346 1000000 2658788 279856 279856 51148 153442 75408 -24260 -24260 MISCELLANEOUS REVENUE 900099 170 170 170 2914554 170 0 255596 535809 535809 508500 508500 359955 89989 269966 42295 10574 31721 7019 7019 10000 10000 48000 48000 2250 2250 68898 34449 34449 11200 5600 5600 19600 9800 9800 45421 45421 17659 17659 18291 18291 VET DIRECT SAFETY 108512 108512 EDCC EXPENSES 66915 66915 MISCELLANEOUS 35224 17612 17612 1905548 1370818 198594 336136 1856788 1388090 62018 41408 91457 88408 21340 3049 5659423 7875384 7599569 9307931 48307 85398 48307 85398 X 5620254 6099658 1931008 3122875 7551262 9222533 7599569 9307931 1009006 662265 0 X X 1 X 0 1 0 X 319948 1438335 1996143 1705696 2658788 8118910 319948 1438335 1996143 1705696 2658788 8118910 225000 375000 300000 500000 1400000 0 225000 375000 300000 500000 1400000 6718910 39476 147472 280232 239224 279856 986260 39476 147472 280232 239224 279856 986260 8465 2766 181 72415 170 83997 367889 1588573 2276556 2017335 2938814 9189167 0.73120 0.71660 0.10730 0.11980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 91457 88408 3049 3049 DUE TO AAEP 85398 85398 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. STORYTELLER EVENT 204590 153442 51148 47087 25000 3321 204590 153442 51148 47087 25000 3321 75408 -24260 1 COLORADO STATE UNIVERSITY 6003 CAMPUS DELIVERY 555 S HOWES FORT COLLINS FORT COLLINS CO 805236003 846000545 115 45012 0 GRANT TO FUTHER EQUINE PROMOTION NORTH CAROLINA STATE UNIVERSITY 2701 SULLIVAN DRIVE SUITE 240 RALEIGH NC 27695 566000756 115 41890 0 GRANT TO FUTHER EQUINE PROMOTION CORNELL UNIVERSITY 377 PINE TREE ROAD ITHACA NY 14850 150532082 501(C)(3) 19080 0 GRANT TO FUTHER EQUINE PROMOTION PURDUE UNIVERSITY 23510 NETWORK PLACE CHICAGO IL 606731235 356002041 501(C)(3) 10593 0 GRANT TO FUTHER EQUINE PROMOTION REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS UC DAVIS PAYMENT LOCKBOX PO BOX 743168 LOS ANGELES CA 900743168 946036494 115 20000 0 GRANT TO FUTHER EQUINE PROMOTION TEXAS A&M AGRILIFE RESEARCH 400 HARVEY RESEARCH SERVICES COLLEGE STATION TX 77845 746000541 501(C)(3) 24966 0 GRANT TO FUTHER EQUINE PROMOTION UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION C/O PNC BANK PO BOX 931113 CLEVELAND OH 44193 616033693 501(C)(3) 24433 0 GRANT TO FUTHER EQUINE PROMOTION WORLD EQUINE VETERINARY ASSOCIATION PO BOX 5 GRANBY CT 06035 220076810 501(C)(3) 10000 0 GRANT TO FUTHER EQUINE PROMOTION AMERICAN ASSOCIATION OF EQUINE PRACTICIONERS 4033 IRON WORKS PARKWAY LEXINGTON KY 40511 846035908 501(C)(6) 145000 0 GRANT TO FUTHER EQUINE PROMOTION EQUITARIAN INITIATIVE PO BOX 2143 STILLWATER MN 55082 452922119 501(C)(3) 100000 0 GRANT TO FUTHER EQUINE PROMOTION HEART OF PHOENIX EQUINE RESCUE PO BOX 81 SHOALS WV 25562 454421742 501(C)(3) 8500 0 GRANT TO FUTHER EQUINE PROMOTION UNIVERSITY OF FLORIDA BOARD OF TRUSTEES PO BOX 115500 GAINESVILLE FL 326115500 596002052 501(C)(3) 38554 0 GRANT TO FUTHER EQUINE PROMOTION TEXAS EQUINE VETERINARY ASSOCIATION FOUNDATION PO BOX 11779 EL DORADO AR 71730 822715475 501(C)(3) 10000 0 GRANT TO FUTHER EQUINE PROMOTION VARIOS OTHER GRANTS LESS THAN 5000 37781 0 GRANT TO FUTHER EQUINE PROMOTION 12 2 STUDENT SCHOLARSHIPS 30 508500 PART I, LINE 2: GRANTS ARE AWARDED BASED ON REVIEW OF APPLICATIONS PROVIDED BY PROSPECTIVE RECIPIENTS. MANAGEMENT EVALUATES NEEDS WITHIN THE FRAMEWORK OF THE ORGANIZATION'S TAX-EXEMPT MISSION AND PROVIDES FUNDING TO FURTHER OBJECTIVES WITHIN ITS MISSION TO AID, SPONSOR, PROMOTE AND CONTRIBUTE TO EDUCATION IN FURTHERANCE OF THE TREATMENT, CARE AND WELFARE OF THE HORSE. X X 0 0 0 0 0 0 0 0 0 DAVID FOLEY EXECUTIVE DIRECTOR 0 339933 0 20000 0 0 0 16364 0 15869 0 392166 0 0 LORI RAWLS DIRECTOR OF FINANCE AND OPERATIONS 0 147237 0 0 0 0 0 1326 0 22881 0 171444 0 0 SALLY BAKER DIRECTOR OF MARKETING 0 136474 0 0 0 0 0 9436 0 22881 0 168791 0 0 KEITH KLEINE DIRECTOR OF INDUSTRY RELATIONS 0 140518 0 0 0 0 0 9719 0 7616 0 157853 0 0 X 1 1000000 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. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICIES ARE REVIEWED ANNUALLY BY BOARD MEMBERS AND DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE PUBLISHED IN THE MEMBERSHIP DIRECTORY. CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR REVIEW OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, BOX B, AMENDED RETURN THE RETURN HAS BEEN AMENDED TO CORRECT THE REPORTING YEAR. DUE TO AN OVERSIGHT, THE PREVIOUSLY FILED RETURN REFLECTED A CALENDAR YEAR. THE CORRECTED RETURN REFLECTS A FISCAL YEAR FROM JULY 1, 2023 TO JUNE 30, 2024 WHICH IS CONSISTENT WITH PRIOR YEARS. THERE WERE NO OTHER CHANGES FROM THE INITIALLY FILED RETURN. AMERICAN ASSOCITAION OF EQUINE PRACTITIONERS 4033 IRON WORKS PARKWAY LEXINGTON KY 40511 846035908 TO AID & CONTRIBUTE TO EDUCATYION IN FURTHERANCE OF THE WELFARE OF THE HORSE IL 501(C)(6) 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 AMERICAN ASSOCIATION OF EQUINE PRACTIONERS B 145000 COST AMERICAN ASSOCIATION OF EQUINE PRACTIONERS E 85398 COST AMERICAN ASSOCIATION OF EQUINE PRACTIONERS O 402250 COST