Civic Intelligence

The Edith and Theodore Roosevelt Pine Knot Foundation

990EZ • Fiscal year 2015 • EIN 54-2052657

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 09, 2015

PO Box 213Keene, VA 22946

(434) 286-6106

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

153%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$497,995

Up $47,206 (+10%) from 2014

Net Assets

$497,995

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$66,638

Up $40,314 (+153%) from 2014

Expenses

Down

$13,123

Down $1,677 (-11%) from 2014

Net Income

Up

$53,515

Up $41,991 (+364%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2012: $404,907Liabilities 2012: $02012Assets 2013: $421,634Liabilities 2013: $02013Assets 2014: $450,789Liabilities 2014: $02014Assets 2015: $497,995Net Assets 2015: $497,9952015Assets 2016: $532,981Liabilities 2016: $0Net Assets 2016: $532,9812016Assets 2017: $551,041Liabilities 2017: $0Net Assets 2017: $551,0412017Assets 2018: $567,829Liabilities 2018: $0Net Assets 2018: $567,8292018Assets 2019: $599,507Liabilities 2019: $0Net Assets 2019: $599,5072019Assets 2020: $612,786Liabilities 2020: $0Net Assets 2020: $612,7862020Assets 2021: $659,135Liabilities 2021: $0Net Assets 2021: $659,1352021Assets 2022: $629,158Liabilities 2022: $0Net Assets 2022: $629,1582022Assets 2023: $653,007Liabilities 2023: $0Net Assets 2023: $653,0072023Assets 2024: $675,735Liabilities 2024: $0Net Assets 2024: $675,7352024Assets 2025: $718,434Liabilities 2025: $0Net Assets 2025: $718,4342025

Highlighted filing

2015

Assets$497,995
Liabilities-
Net Assets$497,995

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0Revenue 2012: $66,718Expenses 2012: $16,742Net Income 2012: $49,9762012Revenue 2013: $22,129Expenses 2013: $13,304Net Income 2013: $8,8252013Revenue 2014: $26,324Expenses 2014: $14,800Net Income 2014: $11,5242014Revenue 2015: $66,638Expenses 2015: $13,123Net Income 2015: $53,5152015Revenue 2016: $42,224Expenses 2016: $12,948Net Income 2016: $29,2762016Revenue 2017: $19,405Expenses 2017: $11,672Net Income 2017: $7,7332017Revenue 2018: $24,893Expenses 2018: $12,604Net Income 2018: $12,2892018Revenue 2019: $32,494Expenses 2019: $16,310Net Income 2019: $16,1842019Revenue 2020: $25,099Expenses 2020: $11,227Net Income 2020: $13,8722020Revenue 2021: $60,916Expenses 2021: $14,188Net Income 2021: $46,7282021Revenue 2022: $31,689Expenses 2022: $21,797Net Income 2022: $9,8922022Revenue 2023: $30,633Expenses 2023: $15,922Net Income 2023: $14,7112023Revenue 2024: $29,488Expenses 2024: $15,556Net Income 2024: $13,9322024Revenue 2025: $45,372Expenses 2025: $23,076Net Income 2025: $22,2962025

Highlighted filing

2015

Revenue$66,638
Expenses$13,123
Net Income$53,515
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$66,638
Mission and Program Overview

Mission

To restore, preserve, educate the public about, and operate as a historic site the property known as pine knot (va and federal historic landmark), used as a family retreat by president theodore and edith roosevelt during his presidency. The foundation and site is dedicated to the preservation of the president's and his family's history at the pine knot site and to the education of the public of the principles, ideas, achievements and legacy of president theodore roosevelt.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL SITE TOURS ARE REGULARLY PROVIDED TO THE PUBLIC AS WELL AS HOUSE TOURS YEAR ROUND UPON REQUEST, BIRD WALKS AND NATURE WALKS WITH KNOWLEDGEABLE GUIDES ARE PROVIDED AT THE SITE IN THE SPRING TO THE PUBLIC WITHOUT CHARGE, EDUCATIONAL PROGRAMS ARE PROVIDED TO SCHOOL CHILDREN, CHURCH ORGANIZATIONS, CIVIC, SENIOR AND HISTORIC GROUPS. THE SITE IS USED BY LOCAL ORGANIZATIONS AND SCHOOLS FOR CIVIC VOLUNTEER WORK. IN THE SPRING, HISTORIAN DAVID BRINKLEY, AN AUTHOR WHO HAS WRITTEN ABOUT TR'S LIFE AND HIS CONSERVATION POLICIES AND LEGACY, PROVIDED AN EDUCATIONAL TALK ABOUT HIS BOOK "WILDERNESS WARRIOR: THEODORE ROOSEVELT AND THE CRUSADE FOR AMERICA" AND THE IMPORTANCE OF TR'S TIME AT PINE KNOT AT THE FOUNDATION'S SPRING FUND RAISING EVENT. AN EDUCATIONAL PROGRAM FOCUSED ON TR'S CONSERVATION LEGACY AND TIME AT PINE KNOT WAS PROVIDED IN THE FALL TO FOUNDATION SUPPORTERS AND TO NEIGHBORS. THE FOUNDATION WAS A SPONSOR OF THE 500 YEAR FOREST FOUNDATION ANNUAL MEETING WHICH WAS HELD AT THE PINE KNOT SITE. THE FOUNDATION ALSO PRESENTED IN THE C-SPAN DOCUMENTARY "THE LIVES OF THE FIRST LADIES" FOR THE PART OF THE PROGRAM FOCUSED ON EDITH ROOSEVELT IN WHICH THE TIMES OF THE ROOSEVELTS AT PINE KNOT WAS FEATURED. THE FOUNDATION ALSO HOSTED CIVIC LEADERS FROM THE AFRICAN CONTINENT BROUGHT TO PINE KNOT BY THE PRESIDENTIAL PRECINCT THROUGH A PARTNERSHIP WITH THE U.S. DEPARTMENT OF STATE IN ITS INTERNATIONAL VISITOR LEADERSHIP PROGRAM, THE GOAL OF WHICH IS TO ENABLE PARTICIPANTS TO GAIN DEEPER INSIGHTS INTO THE SOCIETY AND CULTURE OF THE UNITED STATES, AND AN AWARENESS OF THE DIVERSITY OF OPINIONS AND IDEAS, EVEN AS THEY INFORM AMERICANS ABOUT THEIR OWN CULTURE AND SOCIETY.-$11,778
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MRS JEROME BEAZLEYDirector, Pr-$0--
MR SIDNEY BLANDEduc. Comm.,-$0--
MRS WALTER E MORGAN IIIRec. Secreta-$0--
MR ROBERT DALZIELFinance Co-C-$0--
MR CHARLES S MOTTPublicity Ch-$0--
MR JEROME BEAZLEYDirector/Tre-$0--
DR WALTER E MORGAN IIIDirector, Na-$0--
MR JOHN WATTERSON IIIVice Pres.,-$0--
MRS DAVID HOLMESDirector-$0--
MRS KARIN MOTTDirector-$0--
MR DONALD WOODSMALLDirector-$0--
MRS JAMES MILLERDirector-$0--
MR WILLIAM TUNNERDirector-$0--
MRS WILLIAM TUNNERDirector-$0--
MR RICHARD MORGANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Edith and Theodore Roosevelt
EIN
54-2052657
Phone
4342866106
Address
PO BOX 213, KEENE, VA 22946

Signing Officer

Name
Jerome M Beazley
Title
Director, Treasurer
Phone
4342866106
Signed
2015-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Hostetler Stott CPA
Address
PO BOX 4487, CHARLOTTESVILLE, VA 22905-4487
Preparer
Alan T Hostetler CPA
Phone
4349795514
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses event (education-visitation) 2,748 board of directors meetings 196 event expense 855 insurance 2,375 bank charges 77 corp. Registration fee 25 non-investment depreciation 56 total 6,332

Form 990-ez, Part I, Line 20

Unrealized loss on investments -6,309

Form 990-ez, Part II, Line 24

Equipment 279 279 less accumulated depreciation 140 196 total 139 83

Form 990-ez, Part III

To restore, preserve, educate the public about, and operate as a historic site the property known as pine knot (va and federal historic landmark), used as a family retreat by president theodore and edith roosevelt during his presidency. The foundation and site is dedicated to the preservation of the president's and his family's history at the pine knot site and to the education of the public of the principles, ideas, achievements and legacy of president theodore roosevelt.

Form 990-ez, Part III, Line 28

Educational site tours are regularly provided to the public as well as house tours year round upon request, bird walks and nature walks with knowledgeable guides are provided at the site in the spring to the public without charge, educational programs are provided to school children, church organizations, civic, senior and historic groups. The site is used by local organizations and schools for civic volunteer work. In the spring, historian david brinkley, an author who has written about tr's life and his conservation policies and legacy, provided an educational talk about his book "wilderness warrior: theodore roosevelt and the crusade for america" and the importance of tr's time at pine knot at the foundation's spring fund raising event. An educational program focused on tr's conservation legacy and time at pine knot was provided in the fall to foundation supporters and to neighbors. The foundation was a sponsor of the 500 year forest foundation annual meeting which was held at the pine knot site. The foundation also presented in the c-span documentary "the lives of the first ladies" for the part of the program focused on edith roosevelt in which the times of the roosevelts at pine knot was featured. The foundation also hosted civic leaders from the african continent brought to pine knot by the presidential precinct through a partnership with the u.s. Department of state in its international visitor leadership program, the goal of which is to enable participants to gain deeper insights into the society and culture of the united states, and an awareness of the diversity of opinions and ideas, even as they inform americans about their own culture and society.

Raw XML Appendix213 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JEROME BEAZLEY TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum04342866600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06198 GREEN MOUNTAIN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ESMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022937
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0300045
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0350368
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057134
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt053515
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0450789
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0497995
IRS990EZ/GrossReceiptsAmt066638
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09466
IRS990EZ/LandAndBuildingsGrp/BOYAmt0150605
IRS990EZ/LandAndBuildingsGrp/EOYAmt0147544
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0450789
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0497995
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0450789
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0497995
IRS990EZ/OccupancyRentUtltsAndMaintAmt06161
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MRS JEROME BEAZLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MR SIDNEY BLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MRS WALTER E MORGAN III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MR ROBERT DALZIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MR CHARLES S MOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MR JEROME BEAZLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DR WALTER E MORGAN III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MR JOHN WATTERSON III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MRS DAVID HOLMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MRS KARIN MOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MR DONALD WOODSMALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MRS JAMES MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12MR WILLIAM TUNNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13MRS WILLIAM TUNNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14MR RICHARD MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR, PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EDUC. COMM.,
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2REC. SECRETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCE CO-C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PUBLICITY CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR/TRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR, NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRES.,
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0139
IRS990EZ/OtherAssetsTotalDetail/EOYAmt083
IRS990EZ/OtherChangesInNetAssetsAmt0-6309
IRS990EZ/OtherExpensesTotalAmt06332
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RESTORE, PRESERVE, EDUCATE THE PUBLIC ABOUT, AND OPERATE AS A HISTORIC SITE THE PROPERTY KNOWN AS PINE KNOT (VA AND FEDERAL HISTORIC LANDMARK), USED AS A FAMILY RETREAT BY PRESIDENT THEODORE AND EDITH ROOSEVELT DURING HIS PRESIDENCY. THE FOUNDATION AND SITE IS DEDICATED TO THE PRESERVATION OF THE PRESIDENT'S AND HIS FAMILY'S HISTORY AT THE PINE KNOT SITE AND TO THE EDUCATION OF THE PUBLIC OF THE PRINCIPLES, IDEAS, ACHIEVEMENTS AND LEGACY OF PRESIDENT THEODORE ROOSEVELT.
IRS990EZ/PrintingPublicationsPostageAmt0255
IRS990EZ/ProgramServiceRevenueAmt038
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL SITE TOURS ARE REGULARLY PROVIDED TO THE PUBLIC AS WELL AS HOUSE TOURS YEAR ROUND UPON REQUEST, BIRD WALKS AND NATURE WALKS WITH KNOWLEDGEABLE GUIDES ARE PROVIDED AT THE SITE IN THE SPRING TO THE PUBLIC WITHOUT CHARGE, EDUCATIONAL PROGRAMS ARE PROVIDED TO SCHOOL CHILDREN, CHURCH ORGANIZATIONS, CIVIC, SENIOR AND HISTORIC GROUPS. THE SITE IS USED BY LOCAL ORGANIZATIONS AND SCHOOLS FOR CIVIC VOLUNTEER WORK. IN THE SPRING, HISTORIAN DAVID BRINKLEY, AN AUTHOR WHO HAS WRITTEN ABOUT TR'S LIFE AND HIS CONSERVATION POLICIES AND LEGACY, PROVIDED AN EDUCATIONAL TALK ABOUT HIS BOOK "WILDERNESS WARRIOR: THEODORE ROOSEVELT AND THE CRUSADE FOR AMERICA" AND THE IMPORTANCE OF TR'S TIME AT PINE KNOT AT THE FOUNDATION'S SPRING FUND RAISING EVENT. AN EDUCATIONAL PROGRAM FOCUSED ON TR'S CONSERVATION LEGACY AND TIME AT PINE KNOT WAS PROVIDED IN THE FALL TO FOUNDATION SUPPORTERS AND TO NEIGHBORS. THE FOUNDATION WAS A SPONSOR OF THE 500 YEAR FOREST FOUNDATION ANNUAL MEETING WHICH WAS HELD AT THE PINE KNOT SITE. THE FOUNDATION ALSO PRESENTED IN THE C-SPAN DOCUMENTARY "THE LIVES OF THE FIRST LADIES" FOR THE PART OF THE PROGRAM FOCUSED ON EDITH ROOSEVELT IN WHICH THE TIMES OF THE ROOSEVELTS AT PINE KNOT WAS FEATURED. THE FOUNDATION ALSO HOSTED CIVIC LEADERS FROM THE AFRICAN CONTINENT BROUGHT TO PINE KNOT BY THE PRESIDENTIAL PRECINCT THROUGH A PARTNERSHIP WITH THE U.S. DEPARTMENT OF STATE IN ITS INTERNATIONAL VISITOR LEADERSHIP PROGRAM, THE GOAL OF WHICH IS TO ENABLE PARTICIPANTS TO GAIN DEEPER INSIGHTS INTO THE SOCIETY AND CULTURE OF THE UNITED STATES, AND AN AWARENESS OF THE DIVERSITY OF OPINIONS AND IDEAS, EVEN AS THEY INFORM AMERICANS ABOUT THEIR OWN CULTURE AND SOCIETY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011778
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013123
IRS990EZ/TotalProgramServiceExpensesAmt011778
IRS990EZ/TotalRevenueAmt066638
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PINEKNOT.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057134
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt061254
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0127280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0272462
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09466
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013189
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07972
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03728
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05628
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt039983
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0498
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0789
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09466
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013189
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07972
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03728
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05628
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039983
IRS990ScheduleA/InvestmentIncomeCYPct00.13000
IRS990ScheduleA/InvestmentIncomePYPct00.14000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87240
IRS990ScheduleA/PublicSupportPY509Pct00.86000
IRS990ScheduleA/PublicSupportTotal509Amt0273251
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013135
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0127280
IRS990ScheduleA/Total509Grp/TotalAmt0273251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022129
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0132908
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0313234
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES EVENT (EDUCATION-VISITATION) 2,748 BOARD OF DIRECTORS MEETINGS 196 EVENT EXPENSE 855 INSURANCE 2,375 BANK CHARGES 77 CORP. REGISTRATION FEE 25 NON-INVESTMENT DEPRECIATION 56 TOTAL 6,332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSS ON INVESTMENTS -6,309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 279 279 LESS ACCUMULATED DEPRECIATION 140 196 TOTAL 139 83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO RESTORE, PRESERVE, EDUCATE THE PUBLIC ABOUT, AND OPERATE AS A HISTORIC SITE THE PROPERTY KNOWN AS PINE KNOT (VA AND FEDERAL HISTORIC LANDMARK), USED AS A FAMILY RETREAT BY PRESIDENT THEODORE AND EDITH ROOSEVELT DURING HIS PRESIDENCY. THE FOUNDATION AND SITE IS DEDICATED TO THE PRESERVATION OF THE PRESIDENT'S AND HIS FAMILY'S HISTORY AT THE PINE KNOT SITE AND TO THE EDUCATION OF THE PUBLIC OF THE PRINCIPLES, IDEAS, ACHIEVEMENTS AND LEGACY OF PRESIDENT THEODORE ROOSEVELT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATIONAL SITE TOURS ARE REGULARLY PROVIDED TO THE PUBLIC AS WELL AS HOUSE TOURS YEAR ROUND UPON REQUEST, BIRD WALKS AND NATURE WALKS WITH KNOWLEDGEABLE GUIDES ARE PROVIDED AT THE SITE IN THE SPRING TO THE PUBLIC WITHOUT CHARGE, EDUCATIONAL PROGRAMS ARE PROVIDED TO SCHOOL CHILDREN, CHURCH ORGANIZATIONS, CIVIC, SENIOR AND HISTORIC GROUPS. THE SITE IS USED BY LOCAL ORGANIZATIONS AND SCHOOLS FOR CIVIC VOLUNTEER WORK. IN THE SPRING, HISTORIAN DAVID BRINKLEY, AN AUTHOR WHO HAS WRITTEN ABOUT TR'S LIFE AND HIS CONSERVATION POLICIES AND LEGACY, PROVIDED AN EDUCATIONAL TALK ABOUT HIS BOOK "WILDERNESS WARRIOR: THEODORE ROOSEVELT AND THE CRUSADE FOR AMERICA" AND THE IMPORTANCE OF TR'S TIME AT PINE KNOT AT THE FOUNDATION'S SPRING FUND RAISING EVENT. AN EDUCATIONAL PROGRAM FOCUSED ON TR'S CONSERVATION LEGACY AND TIME AT PINE KNOT WAS PROVIDED IN THE FALL TO FOUNDATION SUPPORTERS AND TO NEIGHBORS. THE FOUNDATION WAS A SPONSOR OF THE 500 YEAR FOREST FOUNDATION ANNUAL MEETING WHICH WAS HELD AT THE PINE KNOT SITE. THE FOUNDATION ALSO PRESENTED IN THE C-SPAN DOCUMENTARY "THE LIVES OF THE FIRST LADIES" FOR THE PART OF THE PROGRAM FOCUSED ON EDITH ROOSEVELT IN WHICH THE TIMES OF THE ROOSEVELTS AT PINE KNOT WAS FEATURED. THE FOUNDATION ALSO HOSTED CIVIC LEADERS FROM THE AFRICAN CONTINENT BROUGHT TO PINE KNOT BY THE PRESIDENTIAL PRECINCT THROUGH A PARTNERSHIP WITH THE U.S. DEPARTMENT OF STATE IN ITS INTERNATIONAL VISITOR LEADERSHIP PROGRAM, THE GOAL OF WHICH IS TO ENABLE PARTICIPANTS TO GAIN DEEPER INSIGHTS INTO THE SOCIETY AND CULTURE OF THE UNITED STATES, AND AN AWARENESS OF THE DIVERSITY OF OPINIONS AND IDEAS, EVEN AS THEY INFORM AMERICANS ABOUT THEIR OWN CULTURE AND SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEROME M BEAZLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR, TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04342866106
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDITH AND THEODORE ROOSEVELT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PINE KNOT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EDIT
ReturnHeader/Filer/EIN0542052657
ReturnHeader/Filer/PhoneNum04342866106
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 213
ReturnHeader/Filer/USAddress/CityNm0KEENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022946
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273331565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOSTETLER STOTT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 4487
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0229054487
ReturnHeader/PreparerPersonGrp/PhoneNum04349795514
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN T HOSTETLER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-10T11:20:54-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.45$0.23$0.22
2024Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.29$0.16$0.14
2023Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.31$0.16$0.15
2022Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.32$0.22$0.10
2021Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.61$0.14$0.47
2020Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.25$0.11$0.14
2019Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.32$0.16$0.16
2018Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.25$0.13$0.12
2017Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.19$0.12$0.08
2016Summary only. Only limited summary data is available for this year.$5.33$0.00$5.33$0.42$0.13$0.29
2015Detailed filing. Detailed filing data is available for this year.$4.98$4.98$0.67$0.13$0.54
2014Summary only. Only limited summary data is available for this year.$4.51$0.00$0.26$0.15$0.12
2013Summary only. Only limited summary data is available for this year.$4.22$0.00$0.22$0.13$0.09
2012Summary only. Only limited summary data is available for this year.$4.05$0.00$0.67$0.17$0.50