USA Equestrian Trust Inc
USA Equestrian Trust Inc is a private foundation focused on Recreation & Sports, based in Lexington, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.8M in total assets. In 2025, it awarded 2 grants totaling $125K. Net investment income was $256K.
USA Equestrian Trust Inc at a glance
In short: USA Equestrian Trust Inc gave $125K across 2 grants in 2025 (avg $63K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $125,000
- +150.0% vs 2024
- Grants made (2025)
- 2
- +100.0% vs 2024
- Average grant
- $62,500
- +25.0% vs 2024
- Median grant
- $62,500
- Total assets
- $3,758,731
- -4.5% vs 2024
- Primary geography
- Connecticut (60% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who USA Equestrian Trust Inc funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was DRESSAGE4KIDS ($75K). Together the top 2 received $125K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 35 grants of 40 (88%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How USA Equestrian Trust Inc gives
- Giving grew 87% from 2022 to 2025. Method
- In 2025 it paid out 443% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $50K (2024) to $3.3M (2023). In 2025 it made 2 grants totaling $125K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| DRESSAGE4KIDS Cheshire, CT | Operational Support | $75,000 |
| University of Kentucky College of Agriculture Food and Environment Lexington, KY | Endowed Scholarship | $50,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,758,731 | $256,884 | $827,036 | $125,000 | 2 | $822,196 | $255,597 | $185,620 |
| 2024 | $3,934,739 | $268,757 | $385,366 | $50,000 | 1 | $376,786 | $258,664 | $188,290 |
| 2023 | $3,875,992 | $102,053 | $3,603,066 | $3,307,950 | 10 | $3,598,477 | $127,502 | $184,206 |
| 2022 | $3,995,770 | $934,250 | $516,500 | $66,870 | 15 | $524,167 | $919,632 | $192,835 |
| 2021 | $5,315,344 | $402,501 | $578,435 | $108,884 | 12 | $553,128 | $382,490 | $247,708 |
| 2020 | $5,462,054 | $322,842 | $593,361 | $73,128 | 14 | — | $236,615 | $239,875 |
Under IRS private-foundation payout rules, USA Equestrian Trust Inc reported a distributable amount of $186K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
USA Equestrian Trust Inc is led by Alan F. Balch, President & CEO on every filing since 2020; 2 of 9 officers listed in 2025 are compensated.
Officers on the 2025 filing
Alan F. Balch
President & CEO
On filings since 2020
20 hrs/week
$75K (2020) → $75K (2025)
Fred K. Sarver
Chairman
On filings since 2020
1 hr/week
No compensation reported
Nancy M. Cox
Director
On filings since 2020
1 hr/week
No compensation reported
Jamie Link
Director
On filings since 2021
1 hr/week
No compensation reported
William A. Roos
Assistant Secretary & General Counsel
On filings since 2020
15 hrs/week
$50K (2020) → $50K (2025)
Bob Bell
Treasurer
On filings since 2020
5 hrs/week
No compensation reported
Guy R. Warner
Assistant Treasurer
On filings since 2020
5 hrs/week
No compensation reported
Lendon Gray
Secretary
On filings since 2020
1 hr/week
No compensation reported
Linda L. Allen
Vice President
On filings since 2020
1 hr/week
No compensation reported
Former officers (2)
- Former: Georgie F. Green (2020–2021) — Director
- Former: Kate Jackson (2020–2021) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $75K, to Alan F Balch (President and CEO). 2 officers or directors reported compensation on that filing.
Frequently asked questions about USA Equestrian Trust Inc
How much does USA Equestrian Trust Inc give each year?
USA Equestrian Trust Inc gave $125K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 1 grant.
How large is USA Equestrian Trust Inc?
USA Equestrian Trust Inc reported $3.8M in total assets on its 2025 IRS Form 990-PF. It paid out $822K in qualifying distributions that year, against a required minimum of $186K (roughly 5% of its investment assets).
What is USA Equestrian Trust Inc?
USA Equestrian Trust Inc is a private foundation focused on Recreation & Sports, based in Lexington, KY. It holds $3.8M in total assets as of 2025.
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 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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work USA Equestrian Trust Inc funds
Recreation & Sports Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in USA Equestrian Trust Inc's focus areas in our free grants database
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