Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
AKINDALE REHABILITATION & LAND
CONSERVATION FUND
Number and street (or P.O. box number if mail is not delivered to street address)287 KING STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHAPPQUA, NY10514
A Employer identification number

20-1822473
B Telephone number (see instructions)

(914) 238-3800
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,895,425J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 304,989
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 288,616 0 288,616
12 Total. Add lines 1 through 11........ 593,605 0 288,616
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 334,032 0 0 334,032
15 Pension plans, employee benefits....... 78,781 0 0 78,781
16a Legal fees (attach schedule)......... Click to see attachment 6,709 0 0 6,709
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 367 0 0 367
18 Taxes (attach schedule) (see instructions)... Click to see attachment 27,000 0 0 27,000
19 Depreciation (attach schedule) and depletion... Click to see attachment 193,597 0 222,085
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,483 0 0 1,483
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 599,018 0 26,835 572,183
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,240,987 0 248,920 1,020,555
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,240,987 0 248,920 1,020,555
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -647,382
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 39,696
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 796,408 410,981 410,981
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet8,899,050
Less: accumulated depreciation (attach schedule) bullet2,448,251 6,540,966 Click to see attachment6,450,799 6,450,799
15 Other assets (describe bullet) Click to see attachment1,413,863 Click to see attachment1,033,645 Click to see attachment1,033,645
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,751,237 7,895,425 7,895,425
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 8,751,237 7,895,425
30 Total net assets or fund balances (see instructions)..... 8,751,237 7,895,425
31 Total liabilities and net assets/fund balances (see instructions). 8,751,237 7,895,425
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,751,237
2
Enter amount from Part I, line 27a .....................
2
-647,382
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
26,835
4
Add lines 1, 2, and 3 ..........................
4
8,130,690
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
235,265
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
7,895,425
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,124,886 1,662,304 0.676703
2016 416,187 1,574,188 0.264382
2015 941,532 1,475,776 0.637991
2014 812,709 1,924,719 0.422248
2013 785,843 1,846,376 0.425614
2
Total of line 1, column (d) .....................
2
2.426938
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.485388
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,423,998
5
Multiply line 4 by line 3......................
5
691,192
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
0
7
Add lines 5 and 6........................
7
691,192
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,135,985
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY, DE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletAKINDALEHORSERESCUE.ORG
    14
    The books are in care ofbulletBRUCE OBERFEST ASSOCIATES Telephone no.bullet (914) 238-3800

    Located atbullet287 KING STREETCHAPPAQUANY ZIP+4bullet10514
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DG VAN CLIEF PRESIDENT
    1.00     		0 0 0
    PO BOX 8
    ESMONT,VA22937
    BRUCE OBERFEST TREASURER
    4.00     		0 0 0
    287 KING STREET
    CHAPPAQUA,NY10514
    WILLIAM HETTINGER VICE PRESIDENT
    1.00     		0 0 0
    62 MARTINIQUE AVENUE
    TAMPA,FL33606
    JONATHAN THORNE VICE PRESIDENT
    1.00     		0 0 0
    45 WEST FARM DRIVE
    MILLBROOK,NY12545
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    CHRISTINA J ANDREWS MANAGER
    40.00     		53,053 14,857 0
    52 CONNELLY ROAD
    NEW MILFORD,CT06776
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE ORGANIZATION PURCHASES AND RECEIVES HORSES FOR RESCUE AND REHABILITATION. ALL OF THE ORGANIZATION'S INCOME AND ASSETS HAVE BEEN USED FOR THE OPERATION OF THIS PROGRAM. THE ORGANIZATION ACCEPTS DONATED EQUINE AND WORKS TO HEAL THESE EQUINE AND PLACE THEM WITH RESPONSIBLE INDIVIDUALS WHO PAY ADOPTION FEES TO THE ORGANIZATION THAT ALLOW THE ORGANIZATION TO RECOVER THE EQUINE IF THEY ARE MISTREATED. 1,145,632
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    652,841
    c
    Fair market value of all other assets (see instructions)................
    1c
    792,842
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,445,683
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,445,683
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,685
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,423,998
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    71,200
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,020,555
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    115,430
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,135,985
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,135,985
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$  
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
    2004-09-16
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
    39,696 0 0 0 39,696
    b 85% of line 2a ......... 33,742 0 0 0 33,742
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		1,135,985 1,124,886 416,187 941,532 3,618,590
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		1,135,985 1,124,886 416,187 941,532 3,618,590
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 7,313,815 8,254,141 9,178,695 9,653,997 34,400,648
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 7,313,815 8,254,141 9,178,695 9,653,997 34,400,648
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		        0
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aFEES FROM THE ADOPTION OF RESCUED HORSES   17,875      
    bOTHER ADOPTION INCOME   9,887      
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSAN ROQUE-INTEREST     		        64,027
    bREAL ESTATE REIMBURSEMENT INCOME         196,827
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 27,762 0 260,854
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    288,616
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A LINE 1A - A PRINCIPAL CHARITABLE ACTIVITY OF THE ORGANIZATION IS THE PURCHASE OF HORSES THAT OTHERWISE WOULD BE SLAUGHTERED FOR HUMAN CONSUMPTION. THE ORGANIZATION WORKS TO RESTORE THESE HORSES TO HEALTH AND THEN PLACES THEM WITH RESPONSIBLE INDIVIDUALS WHO PAY ADOPTION FEES TO THE ORGANIZATION FOR THE HORSES. THE HORSES ARE PLACED FOR ADOPTION UNDER LEASES THAT ALLOW THE ORGANIZATION TO RECOVER THE HORSE IF IT IS MISTREATED
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    AKINDALE REHABILITATION & LAND
    CONSERVATION FUND
    Employer identification number

    20-1822473
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    AKINDALE REHABILITATION & LAND
    CONSERVATION FUND         		Employer identification number
    20-1822473
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    THOROUGHBRED AFTERCARE ALLIANCE FOUNDATION INC
     
    821 CORPORATE DRIVE
     
    LEXINGTON, KY40503

    		$ 146,133


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    THOROUGHTHOROUGHBRED CHARITIES OF AMERICA
     
    PO BOX 910668
     
    LEXINGTON, KY40591

    		$ 9,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    NYS THOROUGHBRED BREEDING & DEVELOPMENT FUND
     
    57 PHILA STREET
     
    SARATOGA SPRINGS, NY12866

    		$ 14,829


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    HOLLIDAY FOUNDATION
     
    115 BIRCHALL DRIVE
     
    SCARSDALE, NY10583

    		$ 13,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    BEYOND THE WIRE
     
    41 TAUNTON GREEN
     
    TAUNTON, MA02780

    		$ 14,300


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    COMMUNITY FOUNDATION OF HUDSON VALLEY
     
    280 WALL STREET PO BOX 3046
     
    KINGSTON, NY40591

    		$ 31,429


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    AKINDALE REHABILITATION & LAND
    CONSERVATION FUND         		Employer identification number
    20-1822473
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    KEVIN HAMILTON  
    11 BIRCH HILL ROAD
     
    PAWLING, NY12564

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    AKINDALE REHABILITATION & LAND
    CONSERVATION FUND         		Employer identification number

    20-1822473
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    AKINDALE REHABILITATION & LAND
    CONSERVATION FUND         		Employer identification number

    20-1822473
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    AKINDALE REHABILITATION & LAND
     
    CONSERVATION FUND
    EIN:
    20-1822473
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    IMPROVEMENTS-BARNS 2006-08-31 34,978 22,540 150DB 20.000000000000 1,401 0 1,749  
    TRUCK 2006-08-31 5,000 5,000 200DB 5.000000000000 0 0 0  
    IMPROVEMENTS-LAND 2006-08-31 8,372 6,849 150DB 15.000000000000 393 0 558  
    WEEDEATER 2007-06-27 300 300 150DB 7.000000000000 0 0 0  
    NEW ROAD 2007-07-31 18,245 13,886 150DB 15.000000000000 894 0 1,216  
    FENCING 2006-09-22 2,172 2,172 150DB 7.000000000000 0 0 0  
    ROAD IMPROVEMENTS 2007-04-28 5,812 4,506 150DB 15.000000000000 282 0 387  
    LAND IMPROVEMENTS-TREES 2007-09-11 17,030 12,505 150DB 15.000000000000 1,006 0 1,006  
    REFRIGERATOR 2008-07-31 529 529 150DB 7.000000000000 0 0 0  
    EQUIPMENT 2008-05-15 2,600 2,600 150DB 7.000000000000 0 0 0  
    GATE 2007-12-27 145 145 150DB 7.000000000000 0 0 0  
    BUILDING IMPROVEMENTS 2008-01-30 2,200 1,267 150DB 20.000000000000 89 0 89  
    LAND IMPROVEMENTS-WATERERS FOR HORSES 2008-03-06 17,626 12,944 150DB 15.000000000000 851 0 851  
    SHED-WATER TANK 2007-12-12 5,726 3,299 150DB 20.000000000000 255 0 255  
    BARN DOORS 2008-02-26 5,095 2,934 150DB 20.000000000000 206 0 206  
    BARN ROOF 2008-08-27 18,352 10,575 150DB 20.000000000000 741 0 741  
    BARN IMPROVEMENT-BATHROOM 2008-09-11 909 484 150DB 20.000000000000 40 0 45  
    LAND IMPROVEMENT 2008-09-08 343 230 150DB 15.000000000000 21 0 23  
    LAND IMPROVEMENT-WATERERS 2008-12-18 7,514 5,074 150DB 15.000000000000 444 0 501  
    LAND IMPROVEMENT-WATER PUMP AND WELL LINE 2009-03-09 2,305 1,538 150DB 15.000000000000 118 0 154  
    BUILDING IMPROVEMENTS-ROOF 2008-09-30 2,995 1,592 150DB 20.000000000000 134 0 150  
    LAND IMPROVEMENT-WATERERS 2009-03-31 6,736 4,497 150DB 15.000000000000 344 0 449  
    LAND IMPROVEMENT-ROAD 2009-05-20 2,568 1,714 150DB 15.000000000000 131 0 171  
    CHAZEN PROPERTY 2008-09-06 225,000   L   0 0 0  
    LAND -JOHNSON PROPERTY 2008-09-06 225,000   L   0 0 0  
    HOUSE-JOHNSON PROPERTY 2008-09-06 325,000 172,751 150DB 20.000000000000 14,500 0 16,250  
    LAND-MIDDLE FARM WEST 2008-09-06 3,750,000   L   0 0 0  
    TENANT HOUSE 2008-09-06 500,000 265,771 150DB 20.000000000000 22,308 0 25,000  
    OLD HAY BARN WITH APARTMENT 2008-09-06 525,000 279,059 150DB 20.000000000000 23,423 0 26,250  
    HORSE BARN 2008-09-06 465,000 247,166 150DB 20.000000000000 20,746 0 23,250  
    HORSE BARN 2008-09-06 600,000 318,925 150DB 20.000000000000 26,769 0 30,000  
    HORSE BARN 2008-09-06 535,000 284,374 150DB 20.000000000000 23,869 0 26,750  
    HORSE BARN WITH LOFT 2008-09-06 700,000 372,079 150DB 20.000000000000 31,231 0 35,000  
    TRUCK 2010-01-14 15,600 15,600 200DB 5.000000000000 0 0 0  
    LAND IMPROVEMENT-ROAD 2009-10-07 51,822 31,932 150DB 15.000000000000 3,060 0 3,455  
    IMPROVEMENTS- ROOF 2009-10-27 16,189 7,883 150DB 20.000000000000 722 0 809  
    EQUIPMENT-CHAIN HARROW 2010-04-12 500 500 150DB 7.000000000000 0 0 0  
    EQUIPMENT-WEED TRIMMER 2010-05-29 300 300 150DB 7.000000000000 0 0 0  
    AUTO 2010-06-21 800 800 200DB 5.000000000000 0 0 0  
    EQUIPMENT-WATER PUMP & TANK 2011-01-07 3,300 3,233 150DB 7.000000000000 67 0 0  
    LAND IMPROVEMENT-ROAD 2011-07-29 6,641 3,659 150DB 15.000000000000 351 0 443  
    LAND IMPROVEMENT-ROAD 2011-04-27 7,266 4,002 150DB 15.000000000000 384 0 484  
    EQUIPMENT-WASHER & DRYER 2011-03-15 450 441 150DB 7.000000000000 9 0 9  
    MACHINERY & EQUIPMENT-GATES 2012-04-24 620 543 150DB 7.000000000000 47 0 77  
    OUTDOOR RIDING ARENA 2012-06-24 40,848 19,412 150DB 15.000000000000 2,171 0 2,723  
    FENCING 2012-05-30 6,795 5,956 150DB 7.000000000000 516 0 839  
    WASHING MACHINE 2012-03-22 750 657 150DB 7.000000000000 57 0 93  
    LAND IMPROVEMENT 2013-07-31 3,425 753 150DB 15.000000000000 96 0 228  
    PICKUP TRUCK 2012-09-11 2,299 1,149 200DB 5.000000000000 0 0 0  
    CHAIN SAW 2012-10-29 300 122 150DB 7.000000000000 19 0 43  
    PICKUP TRUCK 2013-04-29 3,700 1,850 200DB 5.000000000000 0 0 247  
    LAWN MOWER 2013-04-30 2,000 781 150DB 7.000000000000 88 0 286  
    WEEDEATERS 2013-06-30 708 276 150DB 7.000000000000 31 0 101  
    PRESSURE TANK 2014-08-22 1,100 347 150DB 7.000000000000 52 0 157  
    ROOF-SHED 2014-06-27 12,230 1,680 150DB 20.000000000000 333 0 612  
    CHAIN SAW 2014-05-19 420 137 150DB 7.000000000000 20 0 60  
    TRUCK 2014-02-19 4,500 4,309 200DB 5.000000000000 191 0 191  
    EQUIPMENT - WATER FILTRATION & PUMP 2015-02-25 2,865 1,662 150DB 7.000000000000 275 0 409  
    FARM EQUIPMENT-TOW BEHIND WEEDEATER 2015-06-29 3,137 1,738 150DB 7.000000000000 300 0 448  
    TRUCK 2014-12-04 3,000 2,482 200DB 5.000000000000 346 0 518  
    PHONE 2015-03-03 318 226 150DB 5.000000000000 37 0 64  
    BARN BLOWER 2014-10-30 250 71 150DB 7.000000000000 15 0 36  
    MANURE SPREADER 2016-11-14 2,500 294 150DB 7.000000000000 205 0 357  
    SNOW PLOW 2016-11-07 4,630 545 150DB 7.000000000000 379 0 661  
    WASH STALL 2018-05-31 9,885   150DB 15.000000000000 494 0 384  
    WALLER HOUSE 2016-09-01 475,000   NC 20.000000000000 0 0 0  
    TRACTOR 2016-02-21 60,369 43,233 150DB 7.000000000000 3,672 0 8,624  
    OUTDOOR ARENA 2018-05-24 45,000   150DB 15.000000000000 2,250 0 1,750  
    RUN IN SHED 2018-05-31 2,800   150DB 20.000000000000 105 0 82  
    IMPROVEMENTS-ADOPTION BARN 2018-08-02 15,115   150DB 20.000000000000 567 0 315  
    HORSE TRAILER 2018-04-18 4,500   150DB 7.000000000000 482 0 429  
    JOHN DEERE TRACTOR 2018-07-02 4,000   150DB 7.000000000000 429 0 286  
    ROTARY MOWER 2016-06-13 13,850 9,689 150DB 7.000000000000 892 0 1,979  
    HAY BAY SPEARER 2016-03-18 1,400 1,002 150DB 7.000000000000 85 0 200  
    IMPROVEMENTS-ADOPTION BARN 2018-04-12 14,595   150DB 20.000000000000 547 0 547  
    NEW FENCE 2018-06-01 19,535   150DB 7.000000000000 2,093 0 1,628  
    IMPROVEMENTS-SHOP COTTAGE 2017-04-05 6,700 314 150DB 15.000000000000 639 0 447  
    IMPROVEMENTS TRAINING BARN 2017-06-23 4,486 587 150DB 15.000000000000 390 0 299  
    BAD BOY MOWER 2017-07-06 5,000 402 150DB 7.000000000000 985 0 714  

    TY 2018 LandEtcSchedule2
    Name:
    AKINDALE REHABILITATION & LAND
     
    CONSERVATION FUND
    EIN:
    20-1822473
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    IMPROVEMENTS-BARNS 34,978 23,941 11,037  
    TRUCK 5,000 5,000 0  
    IMPROVEMENTS-LAND 8,372 7,242 1,130  
    WEEDEATER 300 300 0  
    NEW ROAD 18,245 14,780 3,465  
    FENCING 2,172 2,172 0  
    ROAD IMPROVEMENTS 5,812 4,788 1,024  
    LAND IMPROVEMENTS-TREES 17,030 13,511 3,519  
    REFRIGERATOR 529 529 0  
    EQUIPMENT 2,600 2,600 0  
    GATE 145 145 0  
    BUILDING IMPROVEMENTS 2,200 1,356 844  
    LAND IMPROVEMENTS-WATERERS FOR HORSES 17,626 13,795 3,831  
    SHED-WATER TANK 5,726 3,554 2,172  
    BARN DOORS 5,095 3,140 1,955  
    BARN ROOF 18,352 11,316 7,036  
    BARN IMPROVEMENT-BATHROOM 909 524 385  
    LAND IMPROVEMENT 343 251 92  
    LAND IMPROVEMENT-WATERERS 7,514 5,518 1,996  
    LAND IMPROVEMENT-WATER PUMP AND WELL LINE 2,305 1,656 649  
    BUILDING IMPROVEMENTS-ROOF 2,995 1,726 1,269  
    LAND IMPROVEMENT-WATERERS 6,736 4,841 1,895  
    LAND IMPROVEMENT-ROAD 2,568 1,845 723  
    CHAZEN PROPERTY 225,000 0 225,000  
    LAND -JOHNSON PROPERTY 225,000 0 225,000  
    HOUSE-JOHNSON PROPERTY 325,000 187,251 137,749  
    LAND-MIDDLE FARM WEST 3,750,000 0 3,750,000  
    TENANT HOUSE 500,000 288,079 211,921  
    OLD HAY BARN WITH APARTMENT 525,000 302,482 222,518  
    HORSE BARN 465,000 267,912 197,088  
    HORSE BARN 600,000 345,694 254,306  
    HORSE BARN 535,000 308,243 226,757  
    HORSE BARN WITH LOFT 700,000 403,310 296,690  
    TRUCK 15,600 15,600 0  
    LAND IMPROVEMENT-ROAD 51,822 34,992 16,830  
    IMPROVEMENTS- ROOF 16,189 8,605 7,584  
    EQUIPMENT-CHAIN HARROW 500 500 0  
    EQUIPMENT-WEED TRIMMER 300 300 0  
    AUTO 800 800 0  
    EQUIPMENT-WATER PUMP & TANK 3,300 3,300 0  
    LAND IMPROVEMENT-ROAD 6,641 4,010 2,631  
    LAND IMPROVEMENT-ROAD 7,266 4,386 2,880  
    EQUIPMENT-WASHER & DRYER 450 450 0  
    MACHINERY & EQUIPMENT-GATES 620 590 30  
    OUTDOOR RIDING ARENA 40,848 21,583 19,265  
    FENCING 6,795 6,472 323  
    WASHING MACHINE 750 714 36  
    LAND IMPROVEMENT 3,425 2,562 863  
    PICKUP TRUCK 2,299 2,299 0  
    CHAIN SAW 300 291 9  
    PICKUP TRUCK 3,700 3,700 0  
    LAWN MOWER 2,000 1,869 131  
    WEEDEATERS 708 661 47  
    PRESSURE TANK 1,100 949 151  
    ROOF-SHED 12,230 8,128 4,102  
    CHAIN SAW 420 367 53  
    TRUCK 4,500 4,500 0  
    EQUIPMENT - WATER FILTRATION & PUMP 2,865 1,937 928  
    FARM EQUIPMENT-TOW BEHIND WEEDEATER 3,137 2,038 1,099  
    TRUCK 3,000 2,828 172  
    PHONE 318 263 55  
    BARN BLOWER 250 211 39  
    MANURE SPREADER 2,500 1,749 751  
    SNOW PLOW 4,630 3,239 1,391  
    WASH STALL 9,885 494 9,391  
    WALLER HOUSE 475,000 0 475,000  
    TRACTOR 60,369 46,905 13,464  
    OUTDOOR ARENA 45,000 2,250 42,750  
    RUN IN SHED 2,800 105 2,695  
    IMPROVEMENTS-ADOPTION BARN 15,115 567 14,548  
    HORSE TRAILER 4,500 482 4,018  
    JOHN DEERE TRACTOR 4,000 429 3,571  
    ROTARY MOWER 13,850 10,581 3,269  
    HAY BAY SPEARER 1,400 1,087 313  
    IMPROVEMENTS-ADOPTION BARN 14,595 547 14,048  
    NEW FENCE 19,535 2,093 17,442  
    IMPROVEMENTS-SHOP COTTAGE 6,700 953 5,747  
    IMPROVEMENTS TRAINING BARN 4,486 977 3,509  
    BAD BOY MOWER 5,000 1,387 3,613  


    TY 2018 LegalFeesSchedule
    Name:
    AKINDALE REHABILITATION & LAND
     
    CONSERVATION FUND
    EIN:
    20-1822473
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 6,709 0 0 6,709


    TY 2018 OtherAssetsSchedule
    Name:
    AKINDALE REHABILITATION & LAND
     
    CONSERVATION FUND
    EIN:
    20-1822473
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT IN SAN ROQUE 957,410 786,172 786,172
    RECEIVABLE ESTATE OF AJH 456,453 247,473 247,473


    TY 2018 OtherDecreasesSchedule
    Name:
    AKINDALE REHABILITATION & LAND
     
    CONSERVATION FUND
    EIN:
    20-1822473
    Description Amount
    REDUCE SAN ROQUE INVESTMENT TO MARKET VALUE 235,265


    TY 2018 OtherExpensesSchedule
    Name:
    AKINDALE REHABILITATION & LAND
     
    CONSERVATION FUND
    EIN:
    20-1822473
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 411 0 0 411
    ADVERTISING 3,994 0 0 3,994
    HAY AND STRAW 16,516 0 0 16,516
    UTILITIES 77,050 0 0 77,050
    REPAIRS AND MAINTENANCE 57,221 0 0 57,221
    FEED SUPPLIES 146,531 0 0 146,531
    VETERINARY EXPENSES 46,711 0 0 46,711
    BLACKSMITH 22,488 0 0 22,488
    BOARD AND TRAINING 92,703 0 0 92,703
    EXPENSES ALLOCATED TO ADJUSTED NET INCOME 26,835 0 26,835 0
    OFFICE AND PRINTING 10,371 0 0 10,371
    INSURANCE 69,804 0 0 69,804
    EVENT EXPENSE 16,906 0 0 16,906
    VANNING EXPENSE 11,477 0 0 11,477


    TY 2018 OtherIncomeSchedule2
    Name:
    AKINDALE REHABILITATION & LAND
     
    CONSERVATION FUND
    EIN:
    20-1822473
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEES FROM THE ADOPTION OF RESCUED HORSES 17,875   17,875
    OTHER ADOPTION INCOME 9,887   9,887
    SAN ROQUE-INTEREST 64,027   64,027
    REAL ESTATE REIMBURSEMENT INCOME 196,827   196,827


    TY 2018 OtherIncreasesSchedule
    Name:
    AKINDALE REHABILITATION & LAND
     
    CONSERVATION FUND
    EIN:
    20-1822473
    Description Amount
    ADOPTION COSTS ASSIGNED 26,835


    TY 2018 TaxesSchedule
    Name:
    AKINDALE REHABILITATION & LAND
     
    CONSERVATION FUND
    EIN:
    20-1822473
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 26,725 0 0 26,725
    STATE TAX 275 0 0 275