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Usa Equestrian Trust Inc. is a private corporation based in LEXINGTON, KY. The foundation received its IRS ruling in 1959. The principal officer is Alan F Balch. It holds total assets of $3.9M. Annual income is reported at $564K. Total assets have decreased from $6.7M in 2010 to $3.9M in 2023. The foundation is governed by 9 officers and trustees. The foundation operates in the area of human services. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in California, Kentucky and District of Columbia. According to available records, Usa Equestrian Trust Inc. has made 27 grants totaling $176K, with a median grant of $5K. Annual giving has decreased from $109K in 2021 to $67K in 2022. Individual grants have ranged from $600 to $20K, with an average award of $7K. The foundation has supported 24 unique organizations. The foundation primarily supports organizations in Kentucky, Florida, California, which account for 52% of all grants. Grantmaking reaches organizations across 13 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$5K
Average Grant
$5K
Largest Grant
$10K
Based on 14 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Usa Equestrian Trust Inc. primarily funds organizations in the area of human services. Based on available records, the foundation has funded 27 grants. Its grantmaking reaches organizations primarily in KY, FL, CA.
Usa Equestrian Trust Inc. has distributed a total of $176K across 27 grants. The median grant size is $5K, with an average of $7K. Individual grants have ranged from $600 to $20K.
The application deadline is 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.
Usa Equestrian Trust Inc. is headquartered in LEXINGTON, KY. While based in KY, the foundation distributes grants to organizations across 13 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Alan F Balch | PRESIDENT AND CEO | $75K | $0 | $75K |
| William A Roos | ASST SECRETARY/GENERAL COUNSEL | $50K | $0 | $50K |
| Guy R Warner | ASSISTANT TREASURER | $0 | $0 | N/A |
| Lendon Gray | SECRETARY | $0 | $0 | N/A |
| Nancy M Cox | DIRECTOR | $0 | $0 | N/A |
| Jamie Link | DIRECTOR | $0 | $0 | N/A |
| Fred K Sarver | CHAIRMAN | $0 | $0 | N/A |
| Bob Bell | TREASURER | $0 | $0 | N/A |
| Linda L Allen | VICE PRESIDENT | $0 | $0 | N/A |
Total Giving
$3.6M
Total Assets
$3.9M
Fair Market Value
$3.9M
Net Worth
$3.9M
Grants Paid
$3.3M
Contributions
N/A
Net Investment Income
$128K
Distribution Amount
$184K
Total: $3.8M
Total Grants
27
Total Giving
$176K
Average Grant
$7K
Median Grant
$5K
Unique Recipients
24
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Fair Hill InternationalTO FUND COMPETITION SITE IMPROVEMENTS | Elkton, MD | $10K | 2022 |
| American Horse Council FoundationSUPPORT AN ECONOMIC IMPACT STUDY | Washington, DC | $5K | 2022 |
| American Association Of Equine Practitioners FoundationSUPPORT THE EQUINE DISEASE COMMUNICATION CENTER | Lexington, KY | $5K | 2022 |
| Metropolitan Equestrian TeamSUPPORT COMPETITION SCHOLARSHIPS | New York, NY | $5K | 2022 |
| Simmons' Stable Preservation FundTO FUND A FENCE REPLACEMENT | Mexico, MO | $5K | 2022 |
| The Dressage FoundationSUPPORT THE YOUNG RIDER INTERNATIONAL DREAM PROGRAM | Lincoln, NE | $5K | 2022 |
| Trot Search And Rescue Mounted TeamSUPPORT THE PURCHASE OF SAFETY EQUIPMENT | Germantown, MD | $5K | 2022 |
| United States Saddle Seat AssociationSUPPORT THE SADDLE SEAT WORLD CUP COMPETITION | Paris, KY | $5K | 2022 |
| American Morgan Horse Educational Charitable TrustSUPPORT A GENETIC MUTATION STUDY | Lexington, KY | $5K | 2022 |
| Native Horsemanship Youth ProgramSUPPORT HORSEMANSHIP COURSES | Poulsbo, WA | $4K | 2022 |
| Asbury UniversitySUPPORT THE PURCHASE OF SAFETY EQUIPMENT | Wilmore, KY | $3K | 2022 |
| Kentucky Horse CouncilSUPPORT EDUCATIONAL DINNERS AND TRAINING COURSES | Lexington, KY | $3K | 2022 |
| United States Hunter Jumper AssociationSUPPORT THE EMERGING ATHLETES PROGRAM | Lexington, KY | $3K | 2022 |
| Harness Horse Youth FoundationSUPPORT THE PURCHASE OF SAFETY VESTS FOR A YOUTH CAMP | Anderson, IN | $600 | 2022 |
| University Of FloridaSUPPORT RESEARCH INTO COLLAGEN DEFECTS IN SPORT HORSES | Gainesville, FL | $20K | 2021 |
| Santa Barbara Equine Assistance And Evacuation TeamTO FUND BARN RENOVATIONS | Santa Barbara, CA | $20K | 2021 |
| Grayson-Jockey Club Research FoundationSUPPORT THE RESEARCH INTO EQUINE HERPESVIRUS MYELOENCEPHALOPATHY | Lexington, KY | $20K | 2021 |
| Horses N Heroes Of Marion CountySUPPORT THE YOUTH MENTORSHIP PROGRAM | Citra, FL | $10K | 2021 |
| American Saddlebred Horse & Breeders AssociationSUPPORT THE NEW YOUTH RIDER PROGRAM | Lexington, KY | $10K | 2021 |
| Peak PentathlonSUPPORT THE HORSE WELFARE EDUCATIONAL INITIATIVE | Denver, CO | $6K | 2021 |
| Region 10 Arabian Horse AssociationSUPPORT THE CREATION OF AFFILIATED 501(C)3 ORGANIZATION | Whitewater, WI | $5K | 2021 |
| Sacramento Area Hunter Jumper AssociationSUPPORT THE TRAINING CLINIC | Sacramento, CA | $5K | 2021 |
| Camp OndessonkTO FUND SAFETY EQUIPMENT FOR YOUTH | Ozark, IL | $3K | 2021 |
| Southlands FoundationTO FUND SAFETY HELMETS | Rhinebeck, NY | $3K | 2021 |