Usa Equestrian Trust Inc is a private foundation focused on Recreation & Sports, based in LEXINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 1 grants totaling $50K. Net investment income was $259K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.9M
+1.5% YoY
Annual Giving
$50K
-98.5% YoY
Grant Count
1
-90.0% YoY
Avg Grant Size
$50K
-84.9% YoY
Under IRS private-foundation payout rules, Usa Equestrian Trust Inc reported a distributable amount of $188K for 2024 — the minimum it must pay out in qualifying distributions.
About Usa Equestrian Trust Inc
Based on IRS filings
Usa Equestrian Trust Inc is a private foundation focused on Recreation & Sports, based in LEXINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 1 grants totaling $50K. Net investment income was $259K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,934,739 | $3,875,992 | $3,995,770 |
| Revenue | $268,757 | $102,053 | $934,250 |
| Expenses | $385,366 | $3,603,066 | $516,500 |
| Qualifying Distributions | $376,786 | $3,598,477 | $524,167 |
| Net Investment Income | $258,664 | $127,502 | $919,632 |
| Distributable Amount | $188,290 | $184,206 | $192,835 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
52 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Kentucky College of Agriculture Food and Environment ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF KENTUCKY COLLEGE OF AGRICULTURE FOOD AND ENVIRONMENT LEXINGTON, KY | ENDOWED SCHOLARSHIP | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALAN F BALCH | PRESIDENT AND CEO | 20 | $75,000 |
| FRED K SARVER | CHAIRMAN | 1 | — |
| LINDA L ALLEN | VICE PRESIDENT | 1 | — |
| BOB BELL | TREASURER | 5 | — |
| GUY R WARNER | ASSISTANT TREASURER | 5 | — |
| LENDON GRAY | SECRETARY | 1 | — |
| WILLIAM A ROOS | ASST SECRETARY/GENERAL COUNSEL | 15 | $50,000 |
| NANCY M COX | DIRECTOR | 1 | — |
| JAMIE LINK | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Usa Equestrian Trust Inc?
Usa Equestrian Trust Inc is a private foundation focused on Recreation & Sports, based in LEXINGTON, KY. It holds $3.9M in total assets as of 2024.
How large is Usa Equestrian Trust Inc?
As of 2024, Usa Equestrian Trust Inc holds $3.9M in total assets with $269K in annual revenue. It awarded 1 grants totaling $50K in 2024.
Where does Usa Equestrian Trust Inc operate?
Usa Equestrian Trust Inc has awarded grants in California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Indiana, Kentucky, Maryland, Michigan, Missouri, North Carolina, Nebraska, New Hampshire, New York, Pennsylvania, South Carolina, Virginia, Washington, Wisconsin.
What size grants does Usa Equestrian Trust Inc award?
In 2024, Usa Equestrian Trust Inc awarded 1 grants totaling $50K — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is Usa Equestrian Trust Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Usa Equestrian Trust Inc reported a distributable amount of $188K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Usa Equestrian Trust Inc's EIN?
Usa Equestrian Trust Inc's EIN (Employer Identification Number) is 13-1764840. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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