Form990-PF
Click to see attachment

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 11-01-2018 , and ending 10-31-2019
Name of foundation
FENWAY FOUNDATION FOR FRIESIAN HORSES
INC
Number and street (or P.O. box number if mail is not delivered to street address)N3398 STATE ROAD 76
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HORTONVILLE, WI54944
A Employer identification number

27-3852057
B Telephone number (see instructions)

(888) 838-0877
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$80,643J 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) 297,021
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 857 857 857
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 2,877
b Less: Cost of goods sold.... 2,477
c Gross profit or (loss) (attach schedule)..... Click to see attachment 400 400
11 Other income (attach schedule)....... Click to see attachment 5,200 0 5,200
12 Total. Add lines 1 through 11........ 303,478 857 6,457
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 83,200 0 0 83,200
14 Other employee salaries and wages...... 54,284 0 0 54,284
15 Pension plans, employee benefits....... 12,804 0 0 12,804
16a Legal fees (attach schedule)......... Click to see attachment 2,077 104 0 1,973
b Accounting fees (attach schedule)....... Click to see attachment 6,236 312 0 5,924
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,518 0 0 10,518
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,911 0 1,911
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,036 209 0 1,827
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 147,220 186 0 65,033
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 320,286 811 1,911 235,563
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 320,286 811 1,911 235,563
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,808
b Net investment income (if negative, enter -0-) 46
c Adjusted net income (if negative, enter -0-)... 4,546
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............. 23,034 21,333 21,333
2 Savings and temporary cash investments......... 25,765 31,622 31,622
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 bullet50,038
Less: accumulated depreciation (attach schedule) bullet45,905 6,044 Click to see attachment4,133 4,133
15 Other assets (describe bullet) Click to see attachment43,555 Click to see attachment23,555 Click to see attachment23,555
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 98,398 80,643 80,643
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) Click to see attachment3,791 Click to see attachment2,844
23 Total liabilities (add lines 17 through 22)......... 3,791 2,844
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 94,607 77,799
30 Total net assets or fund balances (see instructions)..... 94,607 77,799
31 Total liabilities and net assets/fund balances (see instructions). 98,398 80,643
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
94,607
2
Enter amount from Part I, line 27a .....................
2
-16,808
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
77,799
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
77,799
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 267,502 56,675 4.719929
2016 275,738 57,133 4.826248
2015 260,405 63,184 4.121376
2014 236,994 68,800 3.444680
2013 271,923 66,522 4.087715
2
Total of line 1, column (d) .....................
2
21.199948
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
4.239990
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
57,846
5
Multiply line 4 by line 3......................
5
245,266
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
0
7
Add lines 5 and 6........................
7
245,266
8
Enter qualifying distributions from Part XII, line 4,.............
8
235,563
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 1
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 1
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 1
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 1
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)
    bulletWI
    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. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletWWW.FENWAYFOUNDATION.COM
    14
    The books are in care ofbulletROCHELLE KELNHOFER Telephone no.bullet (888) 838-0877

    Located atbulletN3398 STATE ROAD 76HORTONVILLEWI ZIP+4bullet54944
    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
     
    No
    ........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
    SCOTT KELNHOFER DIRECTOR/PRESIDENT
    40.00     		0 0 0
    N3398 STATE ROAD 76
    HORTONVILLE,WI54944
    ROCHELLE KELNHOFER DIRECTOR/TREASURER/SECRETA
    40.00     		0 0 0
    N3398 STATE ROAD 76
    HORTONVILLE,WI54944
    DR KATHERINE FOX DIRECTOR/VET/HEAD OF RESEA
    40.00     		83,200 0 0
    N2989 CTY TK W
    NEW LONDON,WI54961
    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
    JAMIE VAN LINN EQUINE MANAGER
    40.00     		54,284 0 0
    W5370 WEGE ROAD
    BLACK CREEK,WI54106
    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 SEE ATTACHED STATEMENT. 67,827
    2 SEE ATTACHED STATEMENT. 183,485
    3 SEE ATTACHED STATEMENT. 66,252
    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
    58,727
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    58,727
    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
    58,727
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    881
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    57,846
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,892
    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
    235,563
    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
     
    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
    235,563
    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
    235,563
    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
    2010-11-01
    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
    2,892 0 0 0 2,892
    b 85% of line 2a ......... 2,458 0 0 0 2,458
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		235,563 267,502 275,738 260,405 1,039,208
    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 ....     		235,563 267,502 275,738 260,405 1,039,208
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		1,928 1,889 1,905 2,106 7,828
    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).)
    SCOTT KELNHOFER
    ROCHELLE KELNHOFER
    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
    aADOPTION FEE REVENUE         5,200
    b
    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....     14 857  
    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 453220 400      
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 400 857 5,200
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,457
    (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 THE FOUNDATION COLLECTS A NOMINAL ADOPTION FEE FROM THE PERSON(S) ADOPTING THE HORSE, PURSUANT TO THEIR ADOPTION CONTRACT. COLLECTING THIS ADOPTION FEE REVENUE FURTHERS THE MISSION OF THE FOUNDATION BY BOTH DEFRAYING THE COST OF TAKING IN EACH HORSE TO THEREBY ALLOW THE FOUNDATION TO REACH ADDITIONAL HORSES, AS WELL AS HELPING ENSURE THE HORSE WILL CONTINUE TO BE WELL TAKEN CARE OF BY REQUIRING THE ADOPTER TO MAKE A FINANCIAL COMMITMENT TO THE HORSE.
    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
    FENWAY FOUNDATION FOR FRIESIAN HORSES
    INC
    Employer identification number

    27-3852057
    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
    FENWAY FOUNDATION FOR FRIESIAN HORSES
    INC         		Employer identification number
    27-3852057
    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
    ROCHELLE KELNHOFER  
    N3398 STATE ROAD 76
     
    HORTONVILLE, WI54944

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    SCOTT KELNHOFER  
    N3398 STATE ROAD 76
     
    HORTONVILLE, WI54944

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    MID-ATLANTIC FRIESIAN ASSOCIATION
     
    1574 BROWNS GAP TPKE
     
    CHARLOTTESVILLE, VA22901

    		$ 5,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    DONNA KALINOWSKI  
    7445 WEST HENRIETTA RD
     
    RUSH, NY14543

    		$ 12,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    DEB SZENFTNER  
    31 VALLEY ROAD
     
    SOUTHAMPTON, MA01073

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    MICHELLE NANDY  
    22 SPANISH TRAILS CT
     
    EL SOBRANTE, CA94803

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    FENWAY FOUNDATION FOR FRIESIAN HORSES
    INC         		Employer identification number
    27-3852057
    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
    KRISTINA SIMPSON  
    521 CEDAR CREEK RD
     
    FREEPORT, IL61032

    		$ 14,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    LISA VANFLEET  
    764 HICKORY ROCK ROAD
     
    LOUISBURG, NC27549

    		$ 13,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    DONNA KALINOWSKI  
    7445 WEST HENRIETTA RD
     
    RUSH, NY14543

    		$ 13,500


    (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
    FENWAY FOUNDATION FOR FRIESIAN HORSES
    INC         		Employer identification number

    27-3852057
    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
    4
    		 FRESIAN HORSE - MAGIQUE TCF $ 12,000 2018-11-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 FRESIAN HORSE - LEISHJKA $ 5,000 2018-12-08
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    6
    		 FRESIAN HORSE - ZANA K. $ 5,000 2019-02-20
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    7
    		 FRESIAN HORSE - KIMBRIANNA $ 14,000 2019-04-12
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    8
    		 FRESIAN HORSE - LIEF LSF $ 13,500 2019-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    9
    		 FRESIAN HORSE - MAGIQUE TCF $ 13,500 2019-04-15
    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
    FENWAY FOUNDATION FOR FRIESIAN HORSES
    INC         		Employer identification number

    27-3852057
    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:  

    TY 2018 AccountingFeesSchedule
    Name:
    FENWAY FOUNDATION FOR FRIESIAN HORSES
     
    INC
    EIN:
    27-3852057
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,236 312 0 5,924

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

    TY 2018 DepreciationSchedule
    Name:
    FENWAY FOUNDATION FOR FRIESIAN HORSES
     
    INC
    EIN:
    27-3852057
    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
    OFFICE EQUIP - COMPUTER 2011-02-09 943 943 SL 5.000000000000 0 0 0  
    OFFICE EQUIP - OFF SHELF SOFTWARE 2011-02-09 632 632 SL 3.000000000000 0 0 0  
    OFFICE EQUIP - LAPTOP 2011-10-30 1,569 1,569 SL 5.000000000000 0 0 0  
    OFFICE EQUIP - PROJECTOR 2011-12-28 638 638 SL 5.000000000000 0 0 0  
    RESEARCH EQUIP - SPECIMEN FREEZER 2012-05-02 2,043 2,043 SL 5.000000000000 0 0 0  
    RESEARCH EQUIP - COLD LASER 2012-06-30 26,250 26,250 SL 5.000000000000 0 0 0  
    RESEARCH EQUIP - COLD WRAP THERAPY 2012-07-10 1,285 1,285 SL 5.000000000000 0 0 0  
    RESEARCH EQUIP - ID MAKER 2012-10-07 2,453 2,453 SL 5.000000000000 0 0 0  
    RESCUE EQUIP - THERAPLATE 2014-02-03 6,225 5,914 SL 5.000000000000 311 0 311  
    ULTRASOUND EQUIPMENT 2017-06-04 8,000 2,267 SL 5.000000000000 1,600 0 1,600  

    TY 2018 GeneralExplanationAttachment
    Name:
    FENWAY FOUNDATION FOR FRIESIAN HORSES
     
    INC
    EIN:
    27-3852057
    Identifier Return Reference Explanation
    COMPENSATION - DR. KATHERINE FOX FORM 990-PF, PAGE 6, PART VIII, LINE 1 DR. KATHERINE FOX SERVED AS BOTH A DIRECTOR OF THE FOUNDATION AS WELL AS THE FOUNDATION'S VETERINARIAN AND HEAD OF RESEARCH. DR. FOX RECEIVED NO COMPENSATION FOR HER ROLE AS DIRECTOR. THE ENTIRE $83,200 OF COMPENSATION RECEIVED BY DR. FOX WAS HER SALARY FOR HER EMPLOYEE RESPONSIBILITIES AS THE FOUNDATION'S VETERINARIAN AND HEAD OF RESEARCH. SHE SPENT AN AVERAGE OF 40 HOURS PER WEEK ON HER EMPLOYEE RESPONSIBILITIES, AS WELL AS AN ADDITIONAL COUPLE HOURS EACH WEEK ON HER DIRECTOR DUTIES.
    ACTIVITY ONE FORM 990-PF, PAGE 7, PART IX-A, LINE 1 ONE CHARITABLE PURPOSE OF THE FOUNDATION IS TO CONDUCT RESEARCH AND OTHER STUDIES TO HELP IDENTIFY AILMENTS AND GENETIC FLAWS COMMON TO FRIESIAN HORSES, AS WELL AS METHODS FOR TREATMENT AND PREVENTION OF SUCH ISSUES. THE FOUNDATION HAS COMPILED 8 NECROPSIES DURING THIS FISCAL YEAR. MULTIPLE PRESENTATIONS WERE CONDUCTED REGARDING THE FRIESIAN HORSE AT THE FOUNDATION'S FACILITIES. CURRENT RESEARCH PROJECTS INCLUDE DR. DELESALLE AND HER GROUP CARRYING OUT MUSCLE TYPING AND METABOLIC STUDIES RELATING TO THE PERFORMANCE CAPACITY OF THE FRIESIAN HORSE. THE AORTIC RUPTURE AND MEGAESOPHAGUS PROJECT IS CONTINUING IN ITS SEARCH FOR THE GENETIC ORIGIN OF BOTH OF THESE CONDITIONS. WORK TOWARDS ADDITIONAL DNA TESTING HAS BEEN DONE. THE FOUNDATION IS CONTINUING TO ASSIST DR. BELLONE'S UNIVERSITY OF CALIFORNIA-DAVIS BILATERAL CORNEAL STROMAL LOSS PROJECT.
    ACTIVITY TWO FORM 990-PF, PAGE 7, PART IX-A, LINE 2 THE FOUNDATION ALSO ACCOMPLISHES ITS CHARITABLE PURPOSES BY RESCUING FRIESIAN HORSES THAT ARE IN DISTRESS DUE TO HEALTH ISSUES, ABANDONMENT, OR A VARIETY OF OTHER REASONS. DURING THIS FISCAL YEAR, THE FOUNDATION IDENTIFIED TEN SUCH HORSES AND BROUGHT THE HORSES INTO THE FOUNDATION'S OVERSIGHT WHERE IT COULD BEGIN A TREATMENT PROGRAM AND ESTABLISH ADOPTION PROTOCOL. AFTER HORSES HAVE BEEN SURRENDERED TO THE FOUNDATION AND UNTIL SUCH TIME THEY ARE REHABILITATED TO THE POINT THAT THEY ARE ABLE TO BE PLACED WITH AN ADOPTIVE OWNER IF ONE IS AVAILABLE, THE FOUNDATION PROVIDES FOR THE CARE AND MAINTENANCE OF THOSE HORSES, INCLUDING BUT NOT LIMITED TO MEDICAL EXAMINATIONS, PHYSICAL THERAPY, AND DIETARY NEEDS. THE FOUNDATION PROVIDED SUCH TREATMENT TO SIX DIFFERENT HORSES THROUGHOUT THIS FISCAL YEAR. WITH RESCUES FOR REASONS OTHER THAN REHABILITATION AND WITH THE COOPERATION OF OTHER OWNERS AND EQUINE PRACTIONERS, AT TIMES THE FOUNDATION HAS BEEN ABLE TO MINIMIZE EXPENSES AND MAXIMIZE EFFICIENCIES TO PLACE SEVERAL HORSES WITHOUT COMING TO THE FOUNDATION'S FACILTY. AS ANOTHER FORM OF RESCUE, THE FOUNDATION HAS ESTABLISHED A CONTINUOUS CARE PROGRAM FOR FRIESIAN OWNERS THAT ENTRUST THE PLACEMENT OF THEIR HORSES SHOULD THEY (OWNERS) DIE OR BECOME INCAPACITATED.
    ACTIVITY THREE FORM 990-PF, PAGE 7, PART IX-A, LINE 3 THE FOUNDATION PROVIDES FOR THE CARE AND MAINTENANCE OF RESCUE HORSES, INCLUDING BUT NOT LIMITED TO MEDICAL EXAMINATIONS, PHYSICAL THERAPY, AND DIETARY NEEDS UNTIL A PROPER ADOPTIVE HOME CAN BE FOUND. IN ADDITION, THE FULL TIME VETERINARIAN AND STAFF EMPLOYED BY THE FOUNDATION OFFERS MEDICAL ASSISTANCE, BEHAVIORIAL, AND NUTRITIONAL ASSISTANCE TO FRIESIAN OWNERS THROUGHOUT THE UNITED STATES AND CANADA. HANDS ON BEHAVIORAL AND NUTRITIONAL ASSISTANCE ARE PROVIDED TO OWNERS IN THE REGION BY THE FOUNDATION'S VETERINARIAN STAFF. THE VETERINARIAN STAFF ALSO ANSWERS QUESTIONS ABOUT FRIESIAN HEALTH ISSUES DAILY. INQUIRIES ARE PRIMARILY RECEIVED BY EMAIL, TELEPHONE CONTACT, AND THROUGH THE FOUNDATION'S WEBSITE. SINCE THE FOUNDATION HAS CONTACT THROUGHOUT NORTH AMERICA, IT HAS BECOME A CLEARING HOUSE FOR INFORMATION SHARED BY THOSE INQUIRING AND THEIR VETERINARIANS. CONSULTATIONS ARE ALSO CONDUCTED BY THE FOUNDATION'S VETERINARIAN PRIOR TO EUTHANASIA AND COORDINATION OF SAMPLE GATHERING FOR FUTURE RESEARCH. THE FOUNDATION'S WEBSITE AND SOCIAL MEDIA ARE CONTINOUSLY UPDATED WITH USEFUL CARE AND HEALTH INFORMATION TO ASSIST FRIESIAN OWNERS WITH CURRENT ARTICLES AND FINDINGS.

    TY 2018 LandEtcSchedule2
    Name:
    FENWAY FOUNDATION FOR FRIESIAN HORSES
     
    INC
    EIN:
    27-3852057
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQUIP - COMPUTER 943 943 0  
    OFFICE EQUIP - OFF SHELF SOFTWARE 632 632 0  
    OFFICE EQUIP - LAPTOP 1,569 1,569 0  
    OFFICE EQUIP - PROJECTOR 638 638 0  
    RESEARCH EQUIP - SPECIMEN FREEZER 2,043 2,043 0  
    RESEARCH EQUIP - COLD LASER 26,250 26,250 0  
    RESEARCH EQUIP - COLD WRAP THERAPY 1,285 1,285 0  
    RESEARCH EQUIP - ID MAKER 2,453 2,453 0  
    RESCUE EQUIP - THERAPLATE 6,225 6,225 0  
    ULTRASOUND EQUIPMENT 8,000 3,867 4,133  


    TY 2018 LegalFeesSchedule
    Name:
    FENWAY FOUNDATION FOR FRIESIAN HORSES
     
    INC
    EIN:
    27-3852057
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,077 104 0 1,973


    TY 2018 OtherAssetsSchedule
    Name:
    FENWAY FOUNDATION FOR FRIESIAN HORSES
     
    INC
    EIN:
    27-3852057
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SURRENDER - GUNNAR H. 20,555 20,555 20,555
    SURRENDER - OBSIDIAN 10,000 0 0
    SURRENDER - GINA 3,000 3,000 3,000
    SURRENDER - XANDER SWEET HARMONY 5,000 0 0
    SURRENDER - FRYTSEN VAN HARMONY 5,000 0 0


    TY 2018 OtherExpensesSchedule
    Name:
    FENWAY FOUNDATION FOR FRIESIAN HORSES
     
    INC
    EIN:
    27-3852057
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 3,127 156 0 2,970
    RESCUED HORSE CARE - FOOD, VET, BOARD, ETC 31,185 0 0 31,185
    RESCUED HORSE TRANSPORTATION 405 0 0 405
    RESCUED HORSE FEES 4,696 0 0 4,696
    RESCUED HORSE TRAINING 325 0 0 325
    RESCUED HORSE INSURANCE 1,087 0 0 1,087
    DUES & SUBSCRIPTIONS 1,070 0 0 1,070
    LICENSES, FEES & PERMITS 5,132 0 0 5,132
    LIABILITY INSURANCE 275 0 0 275
    WORKERS COMP 3,715 0 0 3,715
    PAYROLL FEES 1,774 0 0 1,774
    NECROPSY REIMBURSEMENTS 1,575 0 0 1,575
    WEBSITE 1,500 0 0 1,500
    MISC EXPENSE 603 30 0 573
    HORSES PLACED VIA ADOPTION 85,500 0 0 3,500
    MARKETING 1,500 0 0 1,500
    FUNDRAISING EXPENSE 251 0 0 251
    ADOPTED HORSE EXPENSES 3,500 0 0 3,500


    TY 2018 OtherIncomeSchedule2
    Name:
    FENWAY FOUNDATION FOR FRIESIAN HORSES
     
    INC
    EIN:
    27-3852057
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ADOPTION FEE REVENUE 5,200   5,200


    TY 2018 OtherLiabilitiesSchedule
    Name:
    FENWAY FOUNDATION FOR FRIESIAN HORSES
     
    INC
    EIN:
    27-3852057
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAX LIABILITIES 3,791 2,844


    TY 2018 SalesOfInventoryList 
    Name:
    FENWAY FOUNDATION FOR FRIESIAN HORSES
     
    INC
    EIN:
    27-3852057

    Category Gross Sales Cost of Goods Sold Net (Gross Sales Minus
    Cost of Goods Sold)
    FRIESIAN PRINTS 100 0 100
    BIRTHDAY CALENDARS 304 0 304
    FRESIAN HALTER TAGS 2,473 2,477 -4

    TY 2018 SubstantialContributorsSch
    Name:
    FENWAY FOUNDATION FOR FRIESIAN HORSES
     
    INC
    EIN:
    27-3852057
    Name Address
    SCOTT KELNHOFER N3398 STATE ROAD 76
    HORTONVILLE,WI54944
    ROCHELLE KELNHOFER N3398 STATE ROAD 76
    HORTONVILLE,WI54944


    TY 2018 TaxesSchedule
    Name:
    FENWAY FOUNDATION FOR FRIESIAN HORSES
     
    INC
    EIN:
    27-3852057
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 10,518 0 0 10,518