2022-09-14T07:55:15-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990PF 2021-01-01 131764840 USA EQUESTRIAN TRUST INC USAE 4157172635 PO BOX 13321 LEXINGTON KY 40583 ALAN F BALCH PRESIDENT 4157172635 2022-09-13 1 ALAN BALCH 999009999 KIMBERLY ANDERSON P00188889 6086628600 2022-09-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 5315344 X X 111605 111605 290859 836409 290859 37 0 402501 402464 125000 0 125000 60720 0 60720 33256 3326 33256 60963 16648 44315 18631 0 9972 2088 0 2088 168893 0 168893 469551 19974 444244 108884 108884 578435 19974 553128 -175934 382490 53669 63685 63685 3863573 3675490 3675490 1228218 1263700 1263700 316594 312469 312469 5462054 5315344 5315344 7150 19664 28075 22250 16200 17150 51425 59064 X 5094035 4943811 316594 312469 5410629 5256280 5462054 5315344 5410629 -175934 21585 5256280 0 5256280 PUBLICLY TRADED SECURITIES 836409 545550 290859 290859 290859 5317 0 5317 0 5317 3320 0 5275 0 8595 77 3201 3201 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 WWW.TRUSTHORSES.ORG THE FOUNDATION 4157172635 PO BOX 13321 LEXINGTON KY 40583 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 ALAN F BALCH PO BOX 13321 LEXINGTON KY 405833321 PRESIDENT AND CEO 20.00 75000 0 0 FRED K SARVER PO BOX 13321 LEXINGTON KY 405833321 CHAIRMAN 1.00 0 0 0 LINDA L ALLEN PO BOX 13321 LEXINGTON KY 405833321 VICE PRESIDENT 1.00 0 0 0 BOB BELL PO BOX 13321 LEXINGTON KY 405833321 TREASURER 5.00 0 0 0 GUY R WARNER PO BOX 13321 LEXINGTON KY 405833321 ASSISTANT TREASURER 5.00 0 0 0 LENDON GRAY PO BOX 13321 LEXINGTON KY 405833321 SECRETARY 1.00 0 0 0 WILLIAM A ROOS PO BOX 13321 LEXINGTON KY 405833321 ASST SECRETARY/GENERAL COUNSEL 15.00 50000 0 0 KATE JACKSON PO BOX 13321 LEXINGTON KY 405833321 DIRECTOR 1.00 0 0 0 NANCY M COX PO BOX 13321 LEXINGTON KY 405833321 DIRECTOR 1.00 0 0 0 GEORGIE F GREEN PO BOX 13321 LEXINGTON KY 405833321 DIRECTOR 1.00 0 0 0 JAMIE LINK PO BOX 13321 LEXINGTON KY 405833321 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 5090031 47522 0 5137553 0 0 5137553 77063 5060490 253025 253025 5317 5317 247708 0 247708 0 247708 553128 0 553128 247708 0 0 193675 159530 98955 303169 755329 553128 0 0 0 247708 305420 0 0 1060749 0 0 0 0 0 0 193675 867074 159530 98955 303169 305420 USA EQUESTRIAN TRUST PO BOX 13321 LEXINGTON KY 405833321 4157172635 WWW.TRUSTHORSES.ORG USE THE ORGANIZATION'S WEBSITE (WWW.TRUSTHORSES.ORG) TO MAKE A GRANT REQUEST. APPLICATION MAY BE MADE BY LETTER DESCRIBING THE PURPOSE OF THE GRANT, THE AMOUNT REQUESTED, AND WHAT CHARITABLE AND EDUCATION BENEFITS MIGHT BE EXPECTED. GRANT APPLICATIONS AND PROCEDURES ARE AVAILABLE AT WWW.TRUSTHORSES.ORG. GRANT REQUESTS MUST BE SUBMITTED BEFORE THE APRIL DEADLINE. GRANTS ARE LIMITED TO THOSE WHICH ADVANCE THE PURPOSES SPECIFIED IN THE ORGANIZATION'S BYLAWS, AND RESTRICTED FOR CHARITABLE PURPOSES ONLY. AMERICAN ASSOCIATION OF EQUINE PRACTITIONERS FOUNDATION 4033 IRON WORKS PARKWAY LEXINGTON KY 40511 PC SUPPORT THE EQUINE DISEASE COMMUNICATION CENTER 5000 AMERICAN SADDLEBRED HORSE & BREEDERS ASSOCIATION 4083 IRON WORKS PARKWAY LEXINGTON KY 40511 PC SUPPORT THE NEW YOUTH RIDER PROGRAM 10000 CAMP ONDESSONK 3760 ONDESSONK ROAD OZARK IL 62972 PC TO FUND SAFETY EQUIPMENT FOR YOUTH 2792 GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION 821 CORPORATE DRIVE LEXINGTON KY 40503 PC SUPPORT THE RESEARCH INTO EQUINE HERPESVIRUS MYELOENCEPHALOPATHY 20000 HORSES N HEROES OF MARION COUNTY 12680 NORTH US HWY 441 CITRA FL 32113 PC SUPPORT THE YOUTH MENTORSHIP PROGRAM 10000 PEAK PENTATHLON 2575 SOUTH SYRACUSE WAY J303 DENVER CO 80231 PC SUPPORT THE HORSE WELFARE EDUCATIONAL INITIATIVE 6000 REGION 10 ARABIAN HORSE ASSOCIATION N7502 ENGEL ROAD WHITEWATER WI 531904141 NC SUPPORT THE CREATION OF AFFILIATED 501(C)3 ORGANIZATION 5000 SACRAMENTO AREA HUNTER JUMPER ASSOCIATION 2443 FAIR OAKS BOULEVARD SUITE 218 SACRAMENTO CA 95825 PC SUPPORT THE TRAINING CLINIC 5000 SANTA BARBARA EQUINE ASSISTANCE AND EVACUATION TEAM PO BOX 60535 SANTA BARBARA CA 93160 PC TO FUND BARN RENOVATIONS 20000 SOUTHLANDS FOUNDATION 5771 ROUTE 9 SOUTH RHINEBECK NY 12572 PC TO FUND SAFETY HELMETS 2592 UNITED STATES HUNTER JUMPER ASSOCIATION 3870 CIGAR LANE LEXINGTON KY 40511 PC SUPPORT THE EMERGING ATHLETES PROGRAM 2500 UNIVERSITY OF FLORIDA PO BOX 113001 GAINESVILLE FL 326113001 PC SUPPORT RESEARCH INTO COLLAGEN DEFECTS IN SPORT HORSES 20000 108884 0 14 111605 18 290859 OTHER INCOME 01 37 0 402501 0 402501 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 33256 3326 33256 LOUDOUN COUNTY EQUINE ALLIANCE (LCEA) PO BOX 293 PURCELLVILLE VA 20134 2020-11-20 5000 LOUDOUN COUNTY EQUINE ALLIANCE (LCEA) IS BRINGING A TECHNICAL LARGE ANIMAL EMERGENCY RESCUE (TLAER) TRAINING PROGRAM TO NORTHERN VIRGINIA IN AUGUST OF 2021. TLAER TRAINING COURSES BRING TOGETHER PEOPLE FROM ALL DISCIPLINES AND INTRODUCE THE LATEST CONCEPTS AND TECHNIQUES. 5000 NO 11/29/21 2021-11-29 FINAL GRANT REPORT FOR USA EQUESTRIAN TRUSTLOUDOUN COUNTY EQUINE ALLIANCE GRANT IN SUPPORT OF TECHNICAL LARGE ANIMAL EMERGENCY RESCUE TRAINING, AUGUST 28-30, 2021SUMMARY: LCEA CARRIED OUT THE COORDINATION OF A SUCCESSFUL TECHNICAL LARGE ANIMAL EMERGENCY RESCUE (TLAER) TRAINING EVENT ON AUGUST 29-31, 2021, AS PER THE GRANT PROPOSAL FORWARDED TO YOU AND APPROVED ON SEPTEMBER 22, 2020. LED BY INSTRUCTOR REBECCA (GIMINEZ) HUSTED, THIS TLAER TRAINING COURSE BROUGHT TOGETHER PEOPLE FROM ALL DISCIPLINES AND INTRODUCED THE LATEST CONCEPTS, TECHNIQUES, PROCEDURES AND EQUIPMENT BEING USED TODAY IN LARGE ANIMAL RESCUE TO LEARN TO WORK TOGETHER ON A SCENE AND BUILD AN INCIDENT ACTION PLAN, THEN EXTRICATE THE ANIMAL IN A MANNER SAFE FOR BOTH THE ANIMAL AND RESPONDERS. THE PROGRAM TARGETED THOSE IN EMERGENCY RESPONSE SERVICES, SUCH AS FIRE DEPARTMENTS, RESCUE SQUADS, LAW ENFORCEMENT AGENCIES, EMERGENCY MANAGEMENT, AND ANIMAL CONTROL OFFICERS, BUT WAS ALSO STRUCTURED TO EDUCATE THOSE WHO ARE NO REGION 10 ARABIAN HORSE ASSOCIATION N7502 ENGEL ROAD WHITEWATER WI 531904141 2021-09-27 5000 REGION 10 ARABIAN HORSE ASSOCIATION IS CREATING AN AFFILIATED 501(C)(3) SCHOLARSHIP FUND. 5000 NO 5/13/22 2022-05-13 PROGRESS REPORT - REGION 10 SCHOLARSHIP FUNDOUR ATTORNEY HAS DRAFTED THE REQUIRED BYLAWS AND RELATED DOCUMENTS WHICH OUR REGION 10 EXECUTIVE HAS REVIEWED. THIS BACK AND FORTH ON THE WORDING HAS BEEN VERY SLOW ALTHOUGH IT APPEARS WE ARE CLOSE TO HAVING CORRECTLY WORDED DOCUMENTS FOR US TO SIGN. A PHONE CALL IS SCHEDULED WITH THE ATTORNEY MONDAY MAY 16TH. AT THIS POINT, HE HAS NOT SUBMITTED ANY BILL TO OUR GROUP SO NONE OF THE GRANT FUNDS HAVE BEEN DISTRIBUTED YET.A SMALL GROUP OF PEOPLE ARE WORKING ON DEVELOPING AN ANNOUNCEMENT OF THE SCHOLARSHIP FUND AS WELL AS A FUNDRAISING STRATEGY. THAT GROUP IS MEETING THE WEEKEND OF MAY 21-22 WHILE MOST OF THEM ARE COMPETING AT A HORSE SHOW. THE ENTIRE PROCESS HAS TAKEN LONGER THAN WE HAD EXPECTED, WITH 3-4 WEEK WAITS BETWEEN OUR SUBMISSIONS TO THE ATTORNEY AND HIS RESPONSE. REGION 10 IS COMMITTED TO THIS PROJECT AND LOOK FORWARD TO THE COMPLETION OF THE LEGAL WORK AND THE IRS APPLICATION PROCESS SO WE CAN BEGIN OUR FUNDRAISING CAMPAIGN THE ORGANIZATION IS NOT REQUIRED TO FILE THE FORM 990-PF WITH THE ATTORNEY GENERAL OF THE STATE OF KENTUCKY. VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL 1263700 1263700 VANGUARD INTERMEDIATE-TERM INVESTMENT GRADE ADMIRAL 487675 487675 VANGUARD SHORT-TERM INVESTMENT VANGUARD INTERGRADE ADMIRAL 682919 682919 VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL 1512878 1512878 VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL 992018 992018 LEGAL FEES 60720 0 60720 LAND LEASE, NET OF AMORTIZATION 316594 312469 312469 INFORMATIONAL TECHNOLOGY 3068 0 3068 MISCELLANEOUS EXPENSES 562 0 562 INSURANCE 56954 0 56954 OFFICE SUPPLIES 173 0 173 POSTAGE 951 0 951 DUES AND SUBSCRIPTIONS 1500 0 1500 UTILITIES 34068 0 34068 REPAIRS AND MAINTENANCE 54257 0 54257 GRANT APPLICATION ADMIN 9765 0 9765 BUILDING SECURITY 3470 0 3470 AMORTIZATION 4125 0 4125 OTHER INCOME 37 37 UNREALIZED GAIN ON INVESTMENTS 21585 DEFERRED EXCISE TAX 14800 15100 EXCISE TAX 1400 2050 ADMINISTRATIVE FEES 44315 0 44315 INVESTMENT FEES 16648 16648 0 PAYROLL TAXES 9972 0 9972 EXCISE TAX 8659 0 0