- Revenue 2025
- $2,882,153
- Expenses 2025
- $2,912,758
Program services were 81.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- D60
- Classification
- 1200
- Street
- 4037 IRON WORKS PKWY STE 130
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
1 other organization in the IRS Business Master File lists the same street address. matched by us
This address is a suite or unit (STE 130). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
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THE AMERICAN MORGAN HORSE EDUCATIONAL CHARITABLE TRUST
EIN 30-6041200
Mission and programs · 2025
Mission
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.
Activities or mission (Part I)
PROMOTE EDUCATION OF THE HISTORY AND BENEFITS OF OWNING AND RAISING MORGAN HORSES.
-
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.
Expenses $2,349,083 · Grants $93,845 · Revenue $2,655,927
-
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.
Expenses $20,000 · Grants $20,000
-
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,
As filed on the 2025 return.
Officers and directors · 2025
As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Terri SturmTERRI STURM
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Carol FletcherCAROL FLETCHER
FINANCE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Steven HandySTEVEN HANDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dallas BolenDALLAS BOLEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ca Lee IIICA LEE III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Merin MaggiMERIN MAGGI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Meredithe BodnarMEREDITHE BODNAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lyn EstellLYN ESTELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Diance LentsDIANCE LENTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carrie MortensenCARRIE MORTENSEN
EXECUTIVE DIRECTOR
- Total calculated
- $134,595
- From this org
- $0
- From related orgs
- $123,837
- Other
- $10,758
- 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. Earlier years are each on their own filing page.
Filings
-
2025
- Revenue
- $2,882,153
- Expenses
- $2,912,758
- Contributions
- $169,504
- Grants paid
- $113,845
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Form 990-N e-Postcard, tax year 2023
- Tax period
- 1 January 2023 to 31 December 2023
- Principal officer
-
Carrie Mortensen
- Mailing address
- 4037 Iron Works Parkway Suite 130Lexington KY 40511
As filed, from the IRS e-Postcard file of 26 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.
Grants made
-
2025 TO CARRY OUT PROGRAMS
Grants received
-
$24,250
2024 TO SUPPORT THE PROGRAMS AND OPERATIONS OF THE AMERICAN MORGAN EDUCATIONAL CHARITABLE TRUST.
-
2024 Animal Welfare
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2025 return
-
THE AMERICAN MORGAN HORSE EDUCATIONAL CHARITABLE TRUST
501(C)(3) · EDUCATION OF THE MORGAN HORSE BREED · KY · controlled entity
-
AMERICAN MORGAN HORSE ASSOCIATION INC
501(C)(5) · PRESERVE, PROMOTE AND PERPETUATE THE MORGAN BREED · KY
Declared as related by
-
AMERICAN MORGAN HORSE ASSOCIATION INC
On its 2025 return as a controlled entity
-
THE AMERICAN MORGAN HORSE EDUCATIONAL CHARITABLE TRUST
On its 2024 return as a controlled entity
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2025 return
-
MORGAN GRAND NATIONAL LLC
EDUCATION OF THE MORGAN HORSE BREED · DE
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.