Wfte Endowment Tr FY2023 filing

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To provide support to the windrush farm therapeutic equitation, INC., an exempt organization, based upon the discretion of the board.

Form 990 Part I, line 1, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-6899644) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $29K a year · 56% of revenue · last 5 filings
A surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
0% of spending went to programs.
Pt IX · Ln 25 · col B
29.1 mo
of spending, in cash
Plus $1.0M in investments, Pt X · Ln 11–13
29.1 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
6
of 6 voting members
6 of 6 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
−$1K
-101% vs prior year
Spent
$12K
To programs
0%
Net assets
$1.1M
By yearFY2021–FY2025
Revenue
−$1K
FY2023▼ -101%
Tap a bar for its year
Revenue by fiscal year
FY2021$41K
FY2022$104K
FY2023−$1K
FY2024$35K
FY2025$76K
Expenses
$12K
FY2023▼ -9%
Tap a bar for its year
Expenses by fiscal year
FY2021$12K
FY2022$13K
FY2023$12K
FY2024$14K
FY2025$61K
Net assets
$1.1M
FY2023▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2021$1.2M
FY2022$1.0M
FY2023$1.1M
FY2024$1.3M
FY2025$1.4M

From the FY2023 Form 990 (year ending June 2023) · see the original

You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Management & general 100% · $12K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Wfte Endowment Tr executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports therapeutic horseback riding programs for those in need.

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1 program · in their own filed words · FY2022
01

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.

Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-6899644) · Dispute this line
Pt IX · Ln 25 · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 1 grant · $45K · 2024–2024

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
−$1K
Ln 12
Investment incomeLn 3$20K
Money outPt IX
$12K
Ln 25
Managementcol C$12K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$30K
Total assetsLn 16$1.1M
LiabilitiesLn 26$0
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$20K
Gains on assetsLn 7−$22K
Total revenueLn 12−$1K
Assets in detailPt X, end of year
SavingsLn 2$30K
Cash and savings togetherLn 1–2$30K
Notes and loans receivableLn 7$52K
InvestmentsLn 11–13$1.0M
Total assetsLn 16$1.1M
LiabilitiesLn 26$0
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$7K
Share of the $1.1M endowmentSch D 1g0.66%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY23FY22FY21FY20FY19
End of yearLn 1g$1.1M$1.0M$1.2M$959K$943K
AddedLn 1b$0
SpentLn 1d–1f$12K$13K$12K$45K$61K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$34K$30K
InvestmentsLn 11–13$956K$1.0M
Total assetsLn 16$1.0M$1.1M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.0M$1.1M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$4K$0$4K$0
Investment management feesLn 11f$7K$0$7K$0
InsuranceLn 23$792$0$792$0
Total functional expensesLn 25$12K$0$12K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Oct 28, 2025 $76K$61K$15K$1.4M 990 PDF
FY2024Filed with the IRS Nov 1, 2024 $35K$14K$22K$1.3M 990 PDF
FY2023 ViewingFiled with the IRS Nov 14, 2023 −$1K$12K−$14K$1.1M 990 PDF
FY2022Filed with the IRS Nov 10, 2022 $104K$13K$91K$1.0M 990 PDF
FY2021Filed with the IRS Nov 11, 2021 $41K$12K$29K$1.2M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2023 990
Part I · Summary −$1,483 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $104,200−$1,483
I-11 Other revenue$0
I-12 Total revenuePrior year $104,200−$1,483
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $13,369$12,178
I-18 Total expensesPrior year $13,369$12,178
I-19 Revenue less expensesPrior year $90,831−$13,661
Part VI · Governance 6 of 6 board members independent, 4 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue −$1,483 across 3 lines filed
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $20,351$20,351
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax −$21,834−$21,834
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$1,483−$1,483
Part IX · Statement of functional expenses $12,178 across 3 lines filed
IX-11c Accounting feesPrograms $0 · Management $4,020 · Fundraising $0$4,020
IX-11f Investment management feesPrograms $0 · Management $7,366 · Fundraising $0$7,366
IX-23 InsurancePrograms $0 · Management $792 · Fundraising $0$792
IX-25 Total functional expensesPrograms $0 · Management $12,178 · Fundraising $0$12,178
Part X · Balance sheet $1,123,803 assets, 8 lines filed
X-2 Savings and temporary cash investmentsStart of year $34,420$29,571
X-7 Notes and loans receivableStart of year $56,000$52,000
X-11 Publicly traded securitiesStart of year $956,020$1,042,232
X-16 Total assetsStart of year $1,046,440$1,123,803
X-26 Total liabilitiesStart of year $0$0
X-28 Net assets with donor restrictionsStart of year $1,046,440$1,123,803
X-32 Total net assets or fund balancesStart of year $1,046,440$1,123,803
X-33 Total liabilities and net assetsStart of year $1,046,440$1,123,803
Part XI · Reconciliation of net assets $1,123,803 net assets at year end
XI-1 Total revenue−$1,483
XI-2 Total expenses$12,178
XI-3 Revenue less expenses−$13,661
XI-4 Net assets at start of year$1,046,440
XI-5 Net unrealized gains (losses) on investments$91,024
XI-10 Net assets at end of year$1,123,803

Form 990 e-file FY2023 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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