2026-09-04T07:49:43-05:00 2025-12-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2025-01-01 922410104 THE MORGAN HORSE FOUNDATION INC MORG 8594050746 4037 IRON WORKS PKWY 130 LEXINGTON KY 40511 CARRIE MORTENSEN EXECUTIVE DIRECTOR 8594050746 2026-09-03 1 CONNIE FELLION P01875413 8026581808 2026-09-03 2025 CARRIE MORTENSEN 4037 IRON WORKS PKWY 130 LEXINGTON KY 40511 3233503 0 X N/A X 2024 DE PROMOTE EDUCATION OF THE HISTORY AND BENEFITS OF OWNING AND RAISING MORGAN HORSES. 10 9 0 9 15080 0 123900 169504 0 2655927 13 51170 240 5552 124153 2882153 25500 113845 0 0 0 202646 0 0 151051 18663 2596267 44163 2912758 79990 -30605 1078706 2297671 41713 46252 1036993 2251419 THE PURPOSE OF THE FOUNDATION IS TO PROVIDE GRANTS AND RELATED EXPENSES FOR ON-GOING EDUCATIONAL EFFORTS FOCUSING ON BUILDING AWARENESS OF THE HISTORY AND BENEFITS DERIVED FROM RAISING AND OWNING MORGAN HORSES AND TO PROMOTE AN APPRECIATION OF THE BREED. 0 0 2349083 93845 2655927 THE GRAND NATIONAL & WORLD CHAMPIONSHIP MORGAN HORSE SHOW IS AN INTERNATIONAL COMPETITION:- OFFERS EDUCATIONAL CLINICS PROMOTING THE BENEFITS OF OWNING THE MORGAN HORSE BREED AND EQUINE ACTIVITIES.- PROVIDES TOURS TO PUBLIC ORGANIZATIONS INCLUDING SCHOOLS WHICH OUTLINE THE HISTORY OF THE BREED AND AVAILABLE EXPERIENCES PEOPLE CAN HAVE WITH HORSED, AND;- THE DIVERSITY OF CLASSES INCREASE PUBLIC AWARENESS AND GENERAL BREED PROMOTION. 20000 20000 THE FOUNDATION ALSO PROVIDES EDUCATIONAL SCHOLARSHIPS TO THOSE WHO ARE UNDER THE AGE OF 40 WHO SEEK TO FURTHER THEIR EQUINE EDUCATION, SKILLS, OR PROFICIENCY AND/OR PROVIDE EQUINE-RELATED EXPERIENCE AND EDUCATION.THE FOUNDATION WILL ALSO PROVIDE FINANCIAL SUPPORT IN THE FORM OF GRANTS TO ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAXATION UNDER CODE SECTION 501(A), WITH A PARTICULAR FOCUS ON PROVIDING SUPPORT, ENCOURAGEMENT, AND ASSISTANCE TO PROMOTE THE UNDERSTANDING AND BENEFITS DERIVED FROM RAISING AND OWNING MORGAN HORSES. THE FOUNDATION OPERATES THE NATIONAL MUSEUM OF THE MORGAN HORSE (THE MUSEUM), WHICH IS ON DISPLAY AT PINELAND FARMS EQUESTRIAN CENTER LOCATED AT 15 FARM VIEW DRIVE, NEW GLOUCESTER, MAINE. THE MUSEUM WILL MAINTAIN AND PRESERVE THE HISTORY OF THE MORGAN HORSE BREED WHILE EDUCATING AND SHARING THE HISTORY OF THE MORGAN HORSE THROUGH ITS COLLECTION. THE MUSEUM HOSTS EXHIBITS, ART, AND A LIBRARY OF THE AMERICAN MORGAN HORSE ASSOCIATION REGISTRY VOLUMES AND THE BREED'S OFFICIAL PUBLICATION, 2369083 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 129 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 CA CO FL IL KY ME MN NY OH OK OR RI X THE ORGANIZATION 8594050746 4037 IRON WORKS PKWY 130 LEXINGTON KY 40511 TERRI STURM PRESIDENT 1.00 X X 0 0 0 CAROL FLETCHER FINANCE CHAIR 1.00 X X 0 0 0 STEVEN HANDY DIRECTOR 1.00 X 0 0 0 DALLAS BOLEN DIRECTOR 1.00 X 0 0 0 CA LEE III DIRECTOR 1.00 X 0 0 0 MERIN MAGGI DIRECTOR 1.00 X 0 0 0 MEREDITHE BODNAR DIRECTOR 1.00 X 0 0 0 LYN ESTELL DIRECTOR 1.00 X 0 0 0 DIANCE LENTS DIRECTOR 1.00 X 0 0 0 CARRIE MORTENSEN EXECUTIVE DIRECTOR 5.00 40.00 X 0 123837 10758 0 123837 10758 0 0 0 0 0 169504 169504 GRAND NATIONAL SHOW 711210 2315627 2300547 15080 SSA INCOME 110000 224303 224303 PROGRAM FEES 711210 115997 115997 2655927 22049 22049 356967 327846 29121 29121 29121 29056 23504 5552 5552 2882153 2646399 15080 51170 X 113845 113845 191666 128433 63233 10980 7358 3622 7877 7877 25088 25088 8267 8267 423661 240678 182983 170207 19156 151051 38984 4093 34891 6556 6556 200961 200961 5013 5013 4350 4350 135480 123735 11745 EVENTS, FACILITIES, AND 1409609 1380516 29093 SUBSCRIPTIONS AND LICEN 89230 85000 4230 SPONSORSHIPS 35710 35710 MISCELLANEOUS 35274 29598 5676 2912758 2369083 392624 151051 514630 443837 253315 238875 13883 159981 1523 1250 55189 40249 0 14940 1159006 295355 279782 1078706 2297671 25673 45173 16040 1079 41713 46252 X 468323 1687052 568670 564367 1036993 2251419 1078706 2297671 X -30605 92905 1152126 X 0 1 X 1 0 X 123900 169504 293404 240 2669903 2670143 124140 2839407 2963547 0 0 0 2963547 13 22049 22062 13 22049 22062 124153 2861456 2985609 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55189 40249 14940 14940 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 279782 279782 DUE TO AMHA 1079 1079 X PART X, LINE 2: THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. IN ADDITION, IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. FASB ASC 740, INCOME TAXES, REQUIRES ENTITIES TO DISCLOSE IN THEIR CONSOLIDATED FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTY IN THEIR TAX POSITIONS. FOR TAX-EXEMPT ENTITIES, TAX EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, AS EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. MANAGEMENT BELIEVES THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS. THE FOUNDATION ANTICIPATES THAT IT WILL NOT HAVE A CHANGE IN UNCERTAIN TAX POSITIONS DURING THE NEXT TWELVE MONTHS THAT WOULD HAVE A MATERIAL IMPACT ON THE FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS. IF NECESSARY, THE FOUNDATION WOULD ACCRUE INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES SINCE INCEPTION. 1 AMERICAN MORGAN HORSE ASSOCIATION INC 4037 IRON WORKS PKWY SUITE 130 LEXINGTON KY 40511 135540007 501(C)(5) 93845 0 TO CARRY OUT PROGRAMS 0 1 PART I, LINE 2: THE FOUNDATION REQUIRES TIMELY AND INFORMATIVE GRANT REPORTING CONSISTENT WITH AND APPROPRIATE TO THE SIZE OF EACH GRANT. NARRATIVE AND FINANCIAL REPORTS SHOULD BE SUBMITTED TOGETHER ON OR BEFORE THE DUE DATES SPECIFIED IN THE AWARD LETTER, AS APPLICABLE. FORM 990, PART VI, SECTION A, LINE 6 AMERICAN MORGAN HORSE ASSOCIATION, INC. IS A MEMBER OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER HAS THE ABILITY TO APPOINT AND REMOVE ANY AND ALL DIRECTORS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE TO ALL DIRECTORS OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 FOUNDATION MAKES DOCUMENTS AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G BANK AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 64,486. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,486. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 240,678. MANAGEMENT AND GENERAL EXPENSES 118,497. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 359,175. FORM 990, PART XI, LINE 9: TRANSFER FROM AMERICAN MORGAN HORSE EDUCATIONAL CHARITABLE TRUST 1,116,699. CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 35,427. MORGAN GRAND NATIONAL LLC 4037 IRON WORKS PKWY SUITE 130 LEXINGTON KY 40511 933531927 EDUCATION OF THE MORGAN HORSE BREED DE THE MORGAN HORSE FOUNDATION INC THE AMERICAN MORGAN HORSE EDUCATIONAL CHARITABLE TRUST 4037 IRON WORKS PKWY SUITE 130 LEXINGTON KY 40511 306041200 EDUCATION OF THE MORGAN HORSE BREED KY 501(C)(3) LINE 12A, I THE MORGAN HORSE FOUNDATION INC 1 AMERICAN MORGAN HORSE ASSOCIATION INC 4037 IRON WORKS PKWY SUITE 130 LEXINGTON KY 40511 135540007 PRESERVE, PROMOTE AND PERPETUATE THE MORGAN BREED KY 501(C)(5) 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 THE AMERICAN MORGAN HORSE EDUCATIONAL CHARITABLE TRUST S 1116699 AMOUNT TRANSFERRED