Form 990 for tax year 2024
Filed by THE AMERICAN MORGAN HORSE EDUCATIONAL CHARITABLE TRUST.
Totals
- Total revenue
- $0
- Total expenses
- $514
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $514
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
Functional expenses
Part IX, the statement of functional expenses.
-
24a · Other expenses: OTHER
total $514 · management and general $514
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,125,274 · end of year $0
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $49,785 · end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $35,000 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $1,640 · end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $31,023 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $1,180,676 · end of year $0
Mission and programs · 2024
Mission
THE ORGANIZATION CEASED OPERATIONS
-
THE ORGANIZATION CEASED OPERATIONS, LIQUIDATED, AND DISTRIBUTED ITS ASSETS TO THE MORGAN HORSE FOUNDATION.
As filed on the 2024 return.
Listed in Part VII
-
Ca Lee IIICA LEE III
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Carol FletcherCAROL FLETCHER
FINANCE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Meredithe BodnarMEREDITHE BODNAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Steven HandySTEVEN HANDY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Terri SturmTERRI STURM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lyn EstellLYN ESTELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dallas BolenDALLAS BOLEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Linda Brewer End 2024LINDA BREWER END 2024
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Merin MaggiMERIN MAGGI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Diane LentsDIANE LENTS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Carrie MortensenCARRIE MORTENSEN
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 40 related
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
No itemized grants to organizations 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.
-
THE AMERICAN MORGAN HORSE ASSOCIATION INC
501(C)(5) · PRESERVE, PROMOTE AND PERPETUATE THE MORGAN BREED · KY
-
THE MORGAN HORSE FOUNDATION INC
501(C)(3) · PRESERVE, PROMOTE AND PERPETUATE THE MORGAN BREED · DE · controlled entity
Directly controlled by THE AMERICAN MORGAN HORSE ASSOCIATION INC
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
THE MORGAN HORSE FOUNDATION INC
$1,180,162
Liquidation · CASH AND CASH EQUIVALENTS · Mar 31, 2025 · 501(C)(3)
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 6 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202532809349300103
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