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Nonprofiteer
← WFTE ENDOWMENT TR

Form 990 for tax year 2024

Filed by WFTE ENDOWMENT TR.

Totals

Total revenue
$76,467
Total expenses
$61,067
Contributions and grants received
$0
Grants paid
$45,000
Program service revenue
$0
Investment income
$76,467
Other revenue
$0
Total assets, end of year
$1,405,956
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,405,956
Program services expenses (Part IX)
$45,000
Management and general expenses
$16,067
Fundraising expenses
$0
Program service expenses (Part III)
$45,000

Program services were 73.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $26,137 · unrelated business $0 · excluded $26,137

  • 7a · Gross sales of assets other than inventory

    securities $370,920

  • 7b · Less cost or other basis and sales expenses

    securities $320,590

  • 7c · Gain or loss

    securities $50,330

  • 7d · Net gain or loss

    total $50,330 · related or exempt $0 · unrelated business $0 · excluded $50,330

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $45,000 · program services $45,000

  • 11c · Fees: accounting

    total $4,185 · program services $0 · management and general $4,185 · fundraising $0

  • 11f · Fees: investment management

    total $11,049 · program services $0 · management and general $11,049 · fundraising $0

  • 23 · Insurance

    total $833 · program services $0 · management and general $833 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $23,639 · end of year $22,107

  • 7 · Other notes and loans receivable

    beginning of year $48,000 · end of year $44,000

  • 11 · Investments: publicly traded securities

    beginning of year $1,265,239 · end of year $1,339,849

  • 28 · Net assets with donor restrictions

    beginning of year $1,336,878 · end of year $1,405,956

Mission and programs · 2024

Mission

TO PROVIDE SUPPORT TO THE WINDRUSH FARM THERAPEUTIC EQUITATION, INC., AN EXEMPT ORGANIZATION, BASED UPON THE DISCRETION OF THE BOARD.

  • ENDOWMENT TRUST FOR WINDRUSH FARM THERAPEUTIC EQUITATION, INC. AN EXEMPT ORGANIZATION THAT PROVIDES EQUINE-ASSISTED SERVICES, INCLUDING THERAPEUTIC RIDING AND HORSE RELATED ACTIVITIES FOR CHILDREN AND ADULTS WITH SPECIAL NEEDS AND FOR DISADVANTAGED YOUTH.

    Expenses $45,000 · Grants $45,000

As filed on the 2024 return.

Listed in Part VII

  • Cornelius J Murray III

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Nathaniel S Coolidge

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Janet Schickling

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brock Reeve

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lucinda Sullivan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Janet Nittmann

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
5 September 2025
IRS schema version
2024v5.2
Source object
202513019349301956

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