The EQUUS Foundation, Inc. ANNUAL REPORT For The Fiscal Year Ending August 31, 2012 A 501(c)(3) not-for-profit charity - Federal ID - 42-1547242 MISSION The mission of The EQUUS Foundation is to improve the quality of life of horses, foster the use of equine assisted activities and therapies (EAA/T) for those in need and educate the public about the horse’s unique ability to empower, teach and heal. FINANCIAL STATUS Year Ending August 31, 2012 Total Income Program Expenses Fundraising Expenses Management Expenses Total Expenses Net Ordinary Income Unrealized Loss /Investments Net Income Beginning Net Assets Ending Net Assets BOARD OF DIRECTORS Chairman: Jenny Belknap Kees President: Lynn Coakley Vice Chairman: Catherine Herman Secretary-Treasurer: Jane FitzGerald David Distler David T. Goodwin Tracy Harris Patricia Keenan Richard Mitchell DVM Clea Newman Soderlund Elizabeth Press Susan Weber Visse Wedell $418,369 $374,090 $15,619 $19,134 ($408,843) $9,526 $0 $9,526 $241,316 $250,842 $2.1 MILLION IN GRANTS HELPING HORSES – HEALING PEOPLE 2012 $290,895 2011 $270,615 2010 $256,000 2009 $210,000 2008 $301,000 2007 $253,000 2006 $250,000 2005 $151,000 2004 $103,000 2003 $100,000 *Photos Courtesy of our Grant Recipients. . The EQUUS Foundation Annual Report - 1 of 6 GRANTS The EQUUS Foundation funds a broad range of programs that are either directly involved with horse welfare, including rescue, rehabilitation, adoption, foster care, and retirement or providing equine assisted activities and/or therapies (EAA/T) to the public. Organizations that are 501(c)(3) public charities and government entities are eligible to apply for grants. The merits of each grant request and the quality of the applicant organization, including its management and fiinancial practices, is carefully evaluated. The selection of the grant recipients by the Board of Directors is based on the amount of funds raised over the course of the year and a set of guidelines designed to ensure that the donations we receive make the greatest possible impact. The EQUUS Foundation also maintains an alliance and partners with national organizations that are involved in other areas of the equine community to address issues of common concern, and to promote social advocacy on behalf of horses. Some Alliance members also receive grants for programs that are of mutual benefit to the Alliance member and the EQUUS Foundation. 7 Star Horse and Family Center Amazing Grace Equine Sanctuary, Inc American Association of Equine Practitioners Foundation, Inc. American Institute for Neuro-Integrative Development (AIND) & Giant Steps School American Morgan Horse Educational Charitable Trust American Society for the Prevention of Cruelty to Animals American Vaulting Association Angel Acres Horse Haven Rescue, Inc. Animal Assisted Therapy Services, Inc. Animal Protection of New Mexico (APNM) Animals as Natural Therapy ARISE at Marshall Farms, Inc. d/b/a ARISE at the Farm Bridgeport Police Mounted Unit Bright Horizons Therapeutic Riding Center Brook Hill Retirement Center for Horses, Inc Buffalo Therapeutic Riding Center, Inc. CANTER Ohio Changing Fates Equine Rescue of Delaware, Inc. Charleston Area Therapeutic Riding, Inc. Chasing Rainbows City Slickers, Inc City to Saddle College Preparatory Invitational (CPI) Horse Show Scholarship Fund, Inc. Colorado Therapeutic Riding Center Communication Alliance to Network Thoroughbred Ex Racehorses WV Communication Alliance to Network Thoroughbred ExRacehorses (CANTER Michigan) CORRAL Riding Academy Days End Farm Horse Rescue Dream Catcher Stables, Inc Dreamchaser Horse Rescue & Rehabilitation Equestrian Aid Foundation Equine Land Conservation Resource Equine Voices Rescue & Sanctuary Equus Therapeutic Inc. Faith Equestrian Therapeutic Center Fieldstone Farm Therapeutic Riding Center Freedom Ride Friends of Ferdinand Inc G.A.I.T. Inc. Garfield Park Academy Giving Alternative Learners Uplifting Opportunities, Inc. (GALLOPNYC) Gleneayre Equestrian Program Green Chimneys Children's Services, Inc. H.O.R.S.E. of CT, Inc. Habitat for Horses Happy Trails Farm Animal Sanctuary Hearts & Horses Heaven Can Wait Equine Sanctuary For Healing and Learning High Hopes Therapeutic Riding, Inc. Hole in the Wall Gang Camp Hoofbeats Therapeutic Riding Center Hope in the Valley Equine Rescue and Sanctuary Inc. Horsepower, Inc. Horses and Humans Research Foundation Horses in the Hood - Los Angeles Humane Equine Aid & Rapid Transport (HEART) Idaho Youth Ranch Intercollegiate Equestrian Foundation, Inc. Interscholastic Equestrian Association J.F. Shea Therapeutic Riding Center Kentucky Horse Park Foundation Little Bit Therapeutic Riding Center Lowcountry Equine Assisted Psychotherapy, Inc. Mitchell Farm Equine Retirement, Inc. Montgomery Area Nontraditional Equestrians Mountain View Rescue, Inc Mylestone Equine Rescue National Association of Equine Affiliated Academics( NAEAA) National Horse Show Association of America Neigh Savers Foundation, Inc. New Canaan Mounted Troop, Inc. North Carolina Therapeutic Riding Center Northern Virginia Therapeutic Riding Program Partners Therapeutic Horsemanship PATH International (formerly NARHA) Pegasus Therapeutic Riding, Inc. People & Animal Learning Services, Inc. (PALS) Pure Thoughts Inc. R.W. Mutch Educational Foundation Refuge Farms, Inc., Horse Rescue & Sanctuary Reindancer Therapeutic Riding Center ReRun Ride On St. Louis, Inc. Riding To The Top Therapeutic Riding Center Riding Unlimited Inc Rio Bravo Therapy Services, Inc DBA Therapeutic Horsemanship of El Paso Ripley's Horse Aid Foundation Rocking Horse Ranch Therapeutic Riding Program, Inc. S.T.A.R. Ranch Santa Ynez Valley Therapeutic Riding Program Shiloh Horse Rescue & Sanctuary Small Miracles Therapeutic Equestrian Center, Inc. South Florida Society for the Prevention of Cruelty to Animals Speak Up for Horses, Inc. Special Equestrians Special Equestrians, Inc. Spirit of Hope Youth Ranch SummerWinds Stables Sycamore Lane Therapeutic Riding Center Therapeutic Horsemanship of Hawaii Kona Program Triple R Horse Rescue United States Equestrian Federation, Inc. United States Equestrian Team Foundation, Inc Unwanted Horse Coalition USHJA Foundation Vinceremos Therapeutic Riding Center Washington International Horse Show Assn. Ltd We Will RideTherapeutic Riding Inc. White Rock Ranch Horse Rescue and Retirement Inc. Windridge Therapeutic Equestrian Center The EQUUS Foundation Annual Report - 2 of 6 CARROTS4ACAUSE The EQUUS Foundation supports organizations across the United States through its carrots4acause network. The network, launched in October 2010, brings together equine enthusiasts with the equine orgnanizations that need their volunteer support. 82 There are over 500 organizations and over 1,200 individuals partcipating on the network.. 47 76 91 61 132 72 The goal is to populate the network with all eligible organizations and attract as many individuals as possible so that the network will operate at its intended capacity. CHAMPIONS The EQUUS Foundation launched the CHAMPIONS program in January 2012 to recognize and reward equine volunteer service on behalf of organizations on its carrots4acause network.Individuals achieve Champion status by volunteering a minimum of 24 hours during each calendar year. As a Champion, the individual is entered in a drawing to win a grant for a charity on the network and is eligible to receive EQUUS Foundation Champion of Equine Servicew scholarships. HORSE WHISPERERS The EQUUS Foundation established the Horse Whisperers program in 2008 with a donation made by the Arnhold Foundation in memory of Michele E. Arnhold. Michele E. Arnhold was a charter supporter of the EQUUS Foundation and an accomplished equestrian who not only appreciated the excitement of the sport but also the special relationship that we are able to have with these magnificent animals. The EQUUS Foundation awards $10,000 annually to worthy equine organizations in her name. Horse Whisperers is now a named grant program to recognize annual and multi-year pledges of $5,000 or more where the donation is used for the award of a specific grant to an organization devoted to the well-being of horses and fostering the use of equine assisted activities and therapies (EAAT). Horse Whisperers may also elect to use their donations for the award of a scholarship to an individual to reward equine volunteer service. $25,000 Five-Year $5,000 Pledge Gray & Jerry Fadden Visse M. Wedell $5,000 Five-Year $1,000 Pledge Flavia Callari The Coakley Family Susan & Rick Weber The EQUUS Foundation Annual Report - 3 of 6 ANNUAL GIVING & EVENT CONTRIBUTORS The EQUUS Foundation wishes to express its appreciation to individuals and organizations supporting our mission through our Horse Whisperers program, annual giving and event attendance. WINNER’S CIRCLE Annual Gifts of $10,000 or more Animal Charities of America Bobbie Braun & Split Rock Farm The D'Addario Family Newman's Own Foundation Spy Coast Farm Visse Wedell Wells Fargo Advisors, LLC & George N. Venizelos GOLD MEDAL Annual Gifts of $5,000 to $9,999 Avenue Capital Group Equestrian Sport Productions Mike & Mary Carpenter Jane Forbes Clark Phyllis Collins Raymond & Claire Condon Mr. & Mrs. Daniel Crown R. Bruce Duchossois Gray & Jerry Fadden Fairfield Equine Associates Jane FitzGerald, Michaela & Sean Pritchett Gochman Family Mr. & Mrs. Christian Harris Mr. & Mrs. John Ingram Mr. & Mrs. Jonathan Lieberman Louisburg Farm S Mr. & Mrs. John A. Morgan Nestlè Waters North America Newmark Grubb Knight Frank Global Corporate Services Elizabeth & Clifford Press PJ & Suhail Rizvi Mr. & Mrs. Eric Ross M ILVER EDAL Annual Gifts of $2,500 to $4,999 The Adikes Family Foundation Timmy Kees & Jenny Belknap Kees Flavia Callari Mr. & Mrs. Tim Carlson Equifit, inc. The Coakley Family The Coca-Cola Company The Geoffrey Coley Family Corinthian Partners, L.L.C. Priscilla & Charles Cornell Catherine & David DeVoe The Fence Man, Inc. Gary Goldberg Financial Services Mr. & Mrs. Andrew Flower William R. Harris, Jr. Dr. & Mrs. Steven Herman Hospital for Special Surgery Imperial Dental Associates, PC Mr. & Mrs. Charles Jacobs Lawrence D'Addario & Patricia J. Keenan B Margaret Bondy Interiors Dr. & Dr. Andy & Rosemary Mencia Caroline Moran Celene & Marc Oken The Prusak Family Mr. & Mrs. Sam Reid Mr. & Mrs. Michael J. Strauss Jenny Sutton The Toffolon Family Wise Metals Group M RONZE EDAL Annual Gifts of $1,500 to $2,499 Agriventures Agway Bainbridge Companies & Richard Schechter Blue Star Jets LLC Robert E. Cacchione Steeple Chase Farm Foundation Gregory W. Gingery Sheila & Eric Goetzmann David Goodwin Mr. & Mrs. Christopher Greer Mr. & Mrs. Curt Kole Mr. & Mrs. Michael Lonsdale Ms. Elizabeth Monaco Margaret O'Neill P.F. Farm Quiet Corner Farm Katie & Jim Robinson Patti Springsteen Mr. & Mrs. Rick Weber Mr. & Mrs. Mark Zand Andrew & Carlene Ziegler GRAND CHAMPION Annual Gifts of $1,000 to $1,499 Mr. & Mrs. Thomas Belden Arlene & Eduardo Cruz Hal & Sandra Epstein Equine Tack & Nutritionals Mr. & Mrs. John Fath Mr. & Mrs. A. J. Flower Forte Gelato Mr. & Mrs. David Friezo Mr. & Mrs. John Kreitler Mrs. Michele Leonard Diana Lewis Stephen Lin Jefferson Kitt Mr. & Mrs. Thomas Mullen Mr. & Mrs. J.C. Rendeiro Laure Sudreau-Rippe Mr. & Mrs. Malcolm Robinson Marjorie & Stuart Ross Joel E. Sammet & Company, LLP Mr. & Mrs. Franklyn Schafer Clea & Kurt Soderlund Teddy's Limousine Marge Wyrwas & Peter Thorner Mr. Jon Tiktinsky & Ms. Gabriella Guise Mr. & Mrs. George Walker Mr. James Warren Westport Eyecare Associates The EQUUS Foundation Annual Report - 4 of 6 C HAMPION Annual Gifts of $500 to $999 The Dan Alecia Family JoAnn Palazzo & Mark Alexander American Express Foundation Bruce & Susan Barnet Susan, Hannah & Jim Baumann The Andrew Beal Family Benedicte Berg & Jeremy Deutsch Jean Bickley The Jonathan Biele Family Brigadoon Show Stables Inc. & Lainie Wimberly Mr. & Mrs. William Bundy Joanne & Harry Burgh Elaine & Bruce Campbell Mr. & Mrs. Juan Carlos Carrera The Friends of Tiana Coudray Dr. Wynatte Chu Susan H. Clatworthy Coastal Construction Group, LLC Coldwell Banker, Anne Thomson Maurice P. Corrigan M.F.H. The Andrew Crossfield Family Meghan & Katherine Dolan Mr. & Mrs. Peter Doyle Silvia & Geoffrey Durno Terri Mims Fairfield-Westchester PHA Ward M. French III Family Carol & Philip Gellos The R. Scott Green Family Todd & Karen Greenbarg Mr. & Mrs. Richard Higgins Mr. & Mrs. Timothy A. Hogan Jr. Mr. & Mrs. Theodore Huber Diane Johnston Frederick Wm. Johnston Lowell & Robi Kabnick Beverly & Richard Kopp Alexis Lasser Legacy Benefit Assurance LLC Mark P. Finlay Architects, AIA Jacqueline McCutchan Mr. & Mrs. Patrick McDonald Erica Miller Robert & Rita Miller Montebello Partners, LLC Laura Lee Montross Deb & Hunter Murtaugh Orthopaedic Specialty Group, P.C. Mr. & Mrs. Gerrit Parker Jr. The Joe Parsons Family Mr. & Mrs. Chris Pasmore & Pasmore Stables Mr. & Mrs. Stephen Penwell Mr. & Mrs. John Petterson James & Kristin Powers Bettina & Soren Reynertson Mr. & Mrs. William L. Richmond Jr. Sachi Rochlin Michael & Nancy Sargent Susan Schoellkopf Margaret & Michael Schwabe Susan Shafer Newberry Farm Sophie & Alec Shutze Mr. & Mrs. Max Soper Ali & Shane Sweetnam Greentree Toyota & Brenda Tananbaum The Roger Tarika Family Justine & Otto Theurkauf Tracy & Jay Thomson Hope Tierney The Trudeau Family Vincent Palumbo Salon Mr. & Mrs. John Ward Mr. & Mrs. Jarvis Wilcox Ted Wirth W.J. Barry Horse Transportation Dr. Yasmin Von Schirnding, Derek Yach & Julian Schirnding-Yach RESERVE CHAMPION Annual Gifts of $125 to $499 Berkeley & Phil Ake All The King's Horses Aqua-Lawn, Inc. Geoffrey & Silvia Durno Scott & Laura Balkan Hannah, Abbi & Steve Bentz Cheryl Berger Margaret Bondy Debra & Jim Branco Marguerite Brennan Britta Carlson Lisa Bailey Cassidy Stephen Chalfant Walt & Jeanette Ciciora Mrs. Eleanor D. Cilo Beth & Larry Cofsky Carol Coleman Gary Conte Mr. & Mrs. William H. Curley Jr. Mark & Anna Danchak Marion L. De Vogel Mark & Melisa Didio Mr. & Mrs. Robert DiPietro Sally Dunham Equine Alchemy, LLC Anne Ewing Fairfield Bridle Trail Association Mr. & Mrs. Paul A. Fattibene Vida Florian David & Catherine Friedline Steven & Sandra Frost Mr. & Mrs. Rocky Gajwani Mr. & Mrs. Michael Garibaldi Vittoria Gassman Grand Prix Equine Greens Farms Academy Patricia Griffith Gigi Haber, Ex-MFH Hair of the Dog Anne & Neil Hamilton Hansen & Hansen Arms & Antiquities Barbara Harbach Mr. & Mrs. Brian Henry Mr. Sean T. Hogan Esq. Mr. & Mrs. Francis X. Hope Taylor Jamieson Arlette Johnson Barbara & Gary Johnson Emily Kannenstine Katie's Kitchen Mr. & Mrs. Thomas Keim Mr. & Mrs. Arthur H. Kesten Kimball's Farriers, Inc. & Scott Redstone Dana Koebbe Mr. & Mrs. Foti Koskinas Lemay, Inc. Heidi & Steve Lengyel Mr. & Mrs. Jeffrey M. Looby Victoria Lowell Mr. & Mrs. Peter Lutz Mrs. Liza Jane MacNaughton Kevin M. Malys Diana McConnell Kathleen McGinley Mary McKenzie Dr. & Mrs. Francis Mergenthaler Carolyn S. Miles Bonnie Molloy Mr. & Mrs. Neil Morris Jon & Roza Murphy Dr. Marjorie Neaderland Mrs. Barbara Noel Northeast Tent Productions, Inc. Mr. & Mrs. Stephen Orthwein Kevin & Amy Owens Robyn Pavone Mr. & Mrs. Rand Pecknold Marcy Pellegrini Madeleine Pollock Redi-Cut Carpets & Rugs John G. Russell Sachs Walsh Insurance Ariane Mermod & Paul Schreiner Jill Schriber Sea Horse Stables LLC Service Directions Inc. (SDI) Jean Sheptoff & Cory Hardy Justin & Corrie Smith Galen Farm Jane Tierney Curt & Elizabeth Tobey Laura Totten Mr. & Mrs. Harold Trischman Chris Vatis & Anthony Cochrane Michael Wassell Hannah & Julia Weiss Cynthia Williams John Williams & Joanne Kovacs The EQUUS Foundation Annual Report - 5 of 6 BLUE RIBBON Annual Gifts of under $125 Mary Adkins-Matthews Susan Alanis Dr. Janet Allaire Lisa Arrigo Dr. Thomas Bache Ellyn Bader Barbara Baehler Chris Baliko & Paul Fujitani Ms. Francesca Bannerman Mrs. Kari Barrett Joanne Beatty Jennifer Behan Mr. David Benjamin Ms. Tori Benjamin Katharine M.B. Berger Rosemary Bertin Mrs. Linda Bibbler Heidi Bigham Neil Bishop Mr. Robert Bishop Ms. Pat Blume Riley Bonis Michael Braverman Dr. Bette Brockman Ms. Heidi Brown Mr. John Brown Dr. Loretta Brown Ms. Susan Brown Ms. Kitchy Burdette Vanessa Caccamise Mr. Sean Caddell Vicky Canuso Sam & Jennifer Cargill Citi Bank Catherine M. Clark Mr. & Mrs. Barry Corwin Ms. Ellen Coudray Ms. Wendy Credle Barbara Curcio Mrs. Kathrin Dancer Mr. Curt DeAngelis Heather & Joe DeGregorio Ms. Mary Denison David & Sharon Distler Mrs. Julie Divita Gina Donza Mr. Francis Doto Mr. & Mrs. Darrell Draghi Mrs. Karen Drown Ms. Molly Duggan Ms. Marcie Duncan Tim Dutta Cecile J. Dutton Gail Marie Duval Jesse Eddy Kristin Empie James Fairclough Ms. Julia Felker Fer A Cheval Rouge Ms. Shara Fisler Michele Flarida Dr. Charles Floyd Lisa R. Foreman Mr. & Mrs. Richard Gacek Ms. Gail Garvin Mr. & Mrs. Dick Gaver Hannah Gavin Mrs. Joanne Gerson Mr. & Mrs. Robert K. Gifford Ms. Kathleen Gilroy Mrs. Cauleen Glass Beth Gralnick Annemarie Griggs Cynthia Hampton James Harrington Mrs. Susan Harris Beth Hayes Bob & Ellen Healey Ms. Jane Healy Alice Hecht-Soliman Angie Hefner Susan K. Heller Ms. Georgia Helliwell Mr. & Mrs. John Herzog Jennings Hix Mrs. Barbara Hoffman Carol Hofmann Dr. Jenny House Marta Anne Hughes Holly Jacobson Ms. Laura Jakubauskas Steven Jaspen Mary R. Jordan Christoper Jouenne M In Memory of Michele Arnhold: Fairfield-Westchester PHA Susan K. Heller Steven Jaspen Frank & Sarah Kruel Robert & Rita Miller Joel E. Sammet & Company, LLP Sarah Keenan Ms. Lee Kellogg Walter J. Kelly Inc. Mrs. Laura Khatibzadeh Alex E. Korompis Ms. Lisa Kravitz Frank & Sarah Kruel Anne H. Kulak Mr. Steven Kuperschmid Mrs. Lisa Kursinski Savage Mr. & Mrs. Patrick J. Kutenits Ms. Cynthia Lawler Dr. Jeffrey Legg Cara Leskovitz Courtney Levine Maryann Loring Theresa Lynch Betty Madden Ms. Helen Markoglu Cheryl McAloon Rachel McDermott Debbie McDonald Mr. Ryan McDonald Ms. Sandra Meyer Ms. Jerri Milbank Dr. & Mrs. Jack Mimmack Dr. Margaret Mullin Jason Nahum Ms. Bonnie Neff Mrs. Marilyn Nelson Tedco Creative, LLC Tom & Grace Noto Ms. Ann Noyes Jane & David Orlin Alyssa Pace Ms. Ann Pafenbach Deborah A. Page Juli & Skye Perrotto Mrs. Jayne Perryman Mrs. Marian Pitcairn Mrs. Hiroko Polle Kimberly Y. Prince Thomas Ravenel Mrs. Michelle Reilly Maggie Rikard Deborah A. Robins Ms. Carol Rossi Jeanne Rouco-Conesa Ms. Francine Roy Robert H. Ruby Charitable Foundation Andrew Saba Ariane Sanjar Susan Schectman Ms. Lisa Schneider Mrs. Elaine Schott Mrs. Susan Schulman Ms. Alanna Sellers Margo Shenbaga Ms. Margaret Shiverick Jessica Sikorski Catie Staszak Meg & Steve Staunton Ms. Kimberly Sterling Samantha Stern Liliane Stransky Jennifer Swanson & Brad Gaver Mary Talbot Joey & Steve Tate Mr. & Mrs. Lynn Thompson Mrs. Anne Thornbury Lacey Tieskoetter The Tine Family Mrs. Linda Turner Mrs. Maureen VanTuyl Robert & Melanie Verrengia Anne Vogel Mrs. Pat Warren Mrs. June Watkins Joanna Grover Watson Ms. Olive Watson Ms. Victoria Watters Maura Weis Ms. Ruth Wells Mrs. Tina Wentz Mrs. Carolyn Wick Mr. Kenneth I. Wirfel & June Eichbaum Alexa Wiseman Dr. Jean Woodward Angela Yargus Susan & Robert Yules D EMORIAL ONATIONS In Memory of Gerald Brennan: Chris Baliko & Paul Fujitani Marguerite Brennan Citi Bank Theresa Lynch Kathleen McGinley Mary Talbot Michael Wassell In Memory of David G. Taylor: Bobbie Braun The Coakley Family EQUUS Foundation In Memory of Wayne M. Olsen: Joanne Beatty Contact: The EQUUS Foundation, Inc. 168 Long Lots Road, Westport, CT 06880 Tele: (203) 259-1550 Website: www.equusfoundation.org E-Mail: [email protected] The EQUUS Foundation Annual Report - 6 of 6
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