2026-01-20T10:06:35-06:00 2025-06-30 541681222 STOSCH DACEY & GEORGE PC 4860 COX RD SUITE 200 GLEN ALLEN VA 23060 990 2024-07-01 542052657 THE EDITH AND THEODORE ROOSEVELT PINE KNOT FOUNDATION EDIT 4342866106 PO BOX 213 KEENE VA 22946 MR JEROME BEAZLEY TREASURER 4342866600 2026-01-20 1 1 DAVID A STOSCH P00533040 8045277738 2024 2025-03-06 01:10:19Z MRS JEROME BEAZLEY 6198 GREEN MOUNTAIN ROAD ESMONT VA 22937 45372 0 X WWW.PINEKNOT.ORG X VA TO RESTORE, PRESERVE AND PROTECT THE HISTORIC COTTAGE AND EDUCATE THE PUBLIC ABOUT PRESIDENT THEODORE ROOSEVELT AND HIS HISTORY THERE, ENHANCE THE WILDERNESS ASPECTS OF ITS 90+ ACRES, PROVIDE VISITATION, INTERPRETATION, EDUCATION AND FACILITIES FOR, THE HISTORIC "PINE KNOT" SITE (VA AND FEDERAL HISTORIC LANDMARK ON COTTAGE) AND FAMILY RETREAT OF PRESIDENT THEODORE ROOSEVELT AND EDITH ROOSEVELT DURING THE PRESIDENT'S PRESIDENCY. PINE KNOT WAS A PLACE FOR " REST AND REPAIRS" WHERE PRESIDENT ROOSEVELT COULD PURSUE HIS LOVE OF NATURE, WILDERNESS AND WILDLIFE. THE ORGANIZATION IS DEDICATED TO THE PRESERVATION AND EDUCATION OF THE HISTORY AND IDEALS OF PRESIDENT THEODORE ROOSEVELT, HIS TIME AT PINE KNOT, HIS ACHIEVEMENTS AND PRINCIPLES AND PARTICULARLY PRESIDENT THEODORE ROOSEVELT'S INCREDIBLE CONSERVATION LEGACY. 10 6 0 0 0 0 6788 15267 0 0 22700 30105 0 0 29488 45372 0 0 0 0 0 0 0 0 0 15556 23076 15556 23076 13932 22296 675735 718434 0 0 675735 718434 X SEE SCHEDULE O 0 0 21710 EDUCATIONAL AND HISTORICAL HOUSE AND SITE TOURS ARE PROVIDED TO THE PUBLIC UPON REQUEST BY APPOINTMENT BY KNOWLEDGEABLE GUIDES. THERE IS A CONSERVATION EASEMENT ON THE PROPERTY WHICH PLACES CERTAIN RESTRICTIONS ON VISITATIONS INCLUDING THE RESTRICTION THAT VISITATIONS BE ONLY BY APPOINTMENT, EXCEPT FOR PUBLIC OPENINGS PERMITTED BY THE VIRGINIA DEPARTMENT OF HISTORIC RESOURCES, WHO HOLDS THE CONSERVATION EASEMENT ON THE SITE'S 90+ ACRES AND COTTAGE. ACCORDINGLY, DOCENT TOURS, SPECIAL EVENTS AND PROGRAMS OPERATE WITHIN THESE RESTRICTIONS, BUT INCLUDE:-VISITATIONS BY APPOINTMENT ARE PROVIDED WITHOUT CHARGE TO THE PUBLIC BY VOLUNTEER DOCENTS WITH KNOWLEDGE OF THE HISTORY OF THE SITE AND THE ACCOMPLISHMENTS AND ASPIRATIONS OF PRESIDENT THEODORE ROOSEVELT; -BIRD WALKS AND NATURE WALKS IN THE SPRING AND GEOLOGY WALKS IN THE FALL TO THE PUBLIC WITHOUT CHARGE GUIDED BY PERSONS WITH SPECIAL KNOWLEDGE OF THE SUBJECTS;-ANNUAL ONSITE FALL PROGRAM FOR NEIGHBORS, VOLUNTEERS AND CONTRIBUTORS;-EDUCATIONAL PROGRAMS, INCLUDING PERIODIC PRESENTATIONS BY AUTHORS WHO HAVE WRITTEN ABOUT PINE KNOT SPECIFICALLY AND PRESIDENT THEODORE ROOSEVELT, FOR CHURCH ORGANIZATIONS, CIVIC, SENIOR, SCHOOL CHILDREN, STUDENT AND HISTORY GROUPS;-AN OFFSITE PROGRAM SPONSORED BY THE ORGANIZATION WITH A PROFESSIONAL THEODORE ROOSEVELT REPRISER TO PROVIDE A HISTORICAL PRESENTATION TO PUBLIC AND PRIVATE SCHOOLS TO TEACH STUDENTS ABOUT THE LIFE OF PRESIDENT THEODORE ROOSEVELT AND HIS IDEALS, ACCOMPLISHMENTS AND TIME AT PINE KNOT;-USE OF THE SITE BY LOCAL ORGANIZATIONS AND SCHOOLS FOR CIVIC VOLUNTEER WORK AND FIELD TRIPS FOR SCHOOLS;-BOARD OF DIRECTORS MEMBER PRESENTATIONS ABOUT THEODORE ROOSEVELT AND THE SITE TO SENIOR GROUPS AND OTHER COMMUNITY ORGANIZATIONS WHO ARE UNABLE TO VISIT THE SITE. 21710 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 6 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 X JEROME BEAZLEY TREASURER 4342866600 6198 GREEN MOUNTAIN ROAD ESMONT VA 22937 X MRS JEROME BEAZLEY PRESIDENT 3.50 X X 0 0 0 MR JEROME BEAZLEY TREASURER 1.00 X X 0 0 0 MRS WALTER E MORGAN III SECRETARY 0.20 X X 0 0 0 MR SIDNEY BLAND DIRECTOR 0.10 X 0 0 0 MRS KARIN MOTT DIRECTOR 0.00 X 0 0 0 MR BRIAN MORSE DIRECTOR 1.50 X 0 0 0 MRS DAVID HOLMES DIRECTOR 0.01 X 0 0 0 MR MICHAEL HORTON DIRECTOR 0.00 X 0 0 0 0 0 0 0 0 0 0 0 15267 15267 18417 18417 11688 0 11688 11688 11688 45372 30105 0 0 45 45 557 557 12725 12725 1586 1586 3062 3062 3780 3780 TAXES 1153 1153 MISCELLANEOUS 85 85 BANK CHARGES 83 83 23076 21710 1366 0 2050 779 525385 572417 157934 41006 119990 116928 28310 28310 675735 718434 0 0 X 675735 718434 675735 718434 675735 718434 22296 20403 0 X 0 0 0 X 11419 17223 11922 6788 15267 62619 11419 17223 11922 6788 15267 62619 62619 49497 14466 18711 22700 28886 134260 196879 0.31810 0.32780 X THE PINE KNOT ORGANIZATION DOES NOT REQUIRE A FEE OR SPECIFIC DONATION FROM VISITORS, AS IT SEEKS TO ENCOURAGE VISITATION FROM AS MANY OF THE INTERESTED PUBLIC WITHIN ITS RESTRICTIONS AS POSSIBLE, REGARDLESS OF ABILITY TO PAY.THERE IS A SITE BROCHURE WITH MAILING ADDRESS INFORMATION, A DONATIONS BOX WITHIN THE HOUSE WHERE DONATIONS ARE ENCOURAGED BY DOCENTS PROVIDING VISITOR TOURS AND UPON INQUIRY , RECOMMENDATIONS MADE, ESPECIALLY FOR LARGER GROUP TOURS, FOR DONATIONS. ACTIVITIES LISTED UNDER THE ABOVE ACCOMPLISHMENTS SECTION ATTRACT SUPPORTERS. THE ORGANIZATION INCLUDES A DONATIONS REQUEST IN ITS WEBSITE WHICH IS UNDER CONSTRUCTION. THE ORGANIZATION SPONSORS A THEODORE ROOSEVELT REPRISER WHO PROVIDES HISTORICAL PRESENTATIONS TO LOCAL PUBLIC AND PRIVATE SCHOOL CHILDREN TO ENCOURAGE PARENTAL SITE VISITATIONS AND DONATIONS.THE PINE KNOT ORGANIZATION'S SUPPORT COMES FROM A BROADLY BASED BOARD OF DIRECTOR GROUP THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, DIFFERENT PROFESSIONAL GROUPS AND COMMUNITY LEADERS, NATURE AND BIRDING GROUPS, HISTORIANS, RETIRED EDUCATORS AND THEODORE ROOSEVELT ENTHUSIASTS.PINE KNOT HAS A SIGNIFICANT NUMBER OF VISITATIONS ANNUALLY, GIVEN THE COTTAGE'S SIZE AND NEED TO MAINTAIN ITS WILDERNESS ASPECTS EVEN THOUGH MOST VISITORS GIVE DONATIONS AND GENERALLY DONATIONS OTHER THAN BOARD OF DIRECTOR SUPPORT ARE SMALL AMOUNTS. THE ORGANIZATION HISTORICALLY HAS PROVIDED AUTHOR EVENTS GIVEN BY SUCH NOTABLE AUTHORS OF BOOKS ABOUT PRESIDENT THEODORE ROOSEVELT AS EDMUND & SYLVIA MORRIS, DOUG BRINKLEY, KATHLEEN DALTON, PATRICIA O'TOOLE, DUANE JUNDT, WILLIAM H. HARBAUGH, ROGER D. SILVESTRO, PAUL GRONDAHL, JAMES P. WARREN, WILLIAM CLOTWORTHY, TWEED ROOSEVELT, JOHN S. WATTERSON III, AND MOST RECENTLY, LAWRENCE JURDEM, AMONG OTHERS. VISITATIONS ARE CONTINUING AND HAVE CONTINUED TO INCREASE FROM THE DECLINE DUE TO COVID 19 STATE-MANDATED SHUTDOWNS AND VISITATION SELF-IMPOSED RESTRICTIONS.THE SLIGHT DECLINE IN PUBLIC SUPPORT IS A REFLECTION OF UNUSUALLY HIGHER INTEREST, DIVIDENDS AND INVESTMENT RETURNS DUE TO HIGHER INTEREST RATES AND MARKET PERFORMANCE AND THE DEATHS OF SEVERAL SIGNIFICANT SUPPORTERS AND BOARD MEMBERS. NOTWITHSTANDING, CONTRIBUTIONS INCREASED 125% IN FY2024 FROM FY2023 AS VISITATIONS HAVE CONTINUED TO INCREASE ALTHOUGH THE PUBLIC SUPPORT COMPUTATION FAILED TO REFLECT THAT DUE TO GROSS INCOME FROM INTEREST, DIVIDENDS, ETC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38000 38000 119394 40468 78926 2 540 540 2 116928 FORM 990, PART VI, SECTION A, LINE 2 MR. JEROME BEAZLEY, TREASURER MRS. JEROME BEAZLEY, PRESIDENT MARRIED DR. WALTER E. MORGAN,III, DIRECTOR MRS. WALTER E. MORGAN,III, DIRECTOR MARRIED FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990. REVIEW, DISCUSSION AND APPROVAL OR RATIFICATION OF DRAFT AT BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATIONS GOVERNING DOCUMENTS, FORM 990 AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. ITS FORM 990 IS ALSO POSTED ON GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANANTION. THE ORGANIZATION'S GOVERNING DOCUMENTS, FORM 990 AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ITS FORM 990 ALSO IS POSTED ON GUIDESTAR.