Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 57,134 | 10,219 | 9,110 | 10,311 | 13,178 | 99,952 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 57,134 | 10,219 | 9,110 | 10,311 | 13,178 | 99,952 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 61,778 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 38,174 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 57,134 | 10,219 | 9,110 | 10,311 | 13,178 | 99,952 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 9,466 | 7,278 | 10,295 | 14,582 | 19,316 | 60,937 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 160,889 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 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 | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| 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 AND UPON INQUIRY, RECOMMENDATIONS MADE, ESPECIALLY FOR LARGER GROUP TOURS, FOR DONATIONS. ACTIVITIES LISTED UNDER THE ACCOMPLISHMENT SECTION IN SCHEDULE O, PAGE 26, ATTRACT SUPPORTERS. THE ORGANIZATION WILL INCLUDE A DONATIONS REQUEST IN A WEBSITE UNDER CONSTRUCTION. THE PINE KNOT ORGANIZATIONS 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 & 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 NOT ALL VISITORS GIVE DONATIONS AND GENERALLY DONATIONS OTHER THAN BOARD OF DIRECTOR SUPPORT ARE SMALL AMOUNTS. THE ORGANIZATION HAS PROVIDED AUTHOR EVENTS GIVEN BY SUCH NOTABLE AUTHORS OF BOOKS ABOUT PRESIDENT THEODORE ROOSEVELT AS EDMUND & SLYVIA MORRIS, DOUG BRINKLEY, KATHLEEN DALTON, PATRICIA O'TOOLE, DUANE JUNDT, WILLIAM H. HARBAUGH, ROGER DISILVESTRO, PAUL GRONDAHL, JAMES P. WARREN, WILLIAM CLOTWORTHY, TWEED ROOSEVELT, AND JOHN S. WATTERSON III, AMONG OTHERS. |
| Return Reference | Explanation |
|---|---|
| SUPPORTING SCHEDULE | BEQUEST OF HISTORICAL BOOKS 25,960 |
| PART II, LINE 17A | 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 AND UPON INQUIRY, RECOMMENDATIONS MADE, ESPECIALLY FOR LARGER GROUP TOURS, FOR DONATIONS. ACTIVITIES LISTED UNDER THE ACCOMPLISHMENT SECTION IN SCHEDULE O, PAGE 26, ATTRACT SUPPORTERS. THE ORGANIZATION WILL INCLUDE A DONATIONS REQUEST IN A WEBSITE UNDER CONSTRUCTION. THE PINE KNOT ORGANIZATIONS 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 & 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 NOT ALL VISITORS GIVE DONATIONS AND GENERALLY DONATIONS OTHER THAN BOARD OF DIRECTOR SUPPORT ARE SMALL AMOUNTS. THE ORGANIZATION HAS PROVIDED AUTHOR EVENTS GIVEN BY SUCH NOTABLE AUTHORS OF BOOKS ABOUT PRESIDENT THEODORE ROOSEVELT AS EDMUND & SLYVIA MORRIS, DOUG BRINKLEY, KATHLEEN DALTON, PATRICIA O'TOOLE, DUANE JUNDT, WILLIAM H. HARBAUGH, ROGER DISILVESTRO, PAUL GRONDAHL, JAMES P. WARREN, WILLIAM CLOTWORTHY, TWEED ROOSEVELT, AND JOHN S. WATTERSON III, AMONG OTHERS. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO RESTORE, PRESERVE, PROTECT THE HISTORIC COTTAGE, ENHANCE THE WILDERNESS ASPECTS OF ITS 90+ ACRES, PROVIDE VISITATION, INTERPRETATION, EDUCATION & 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. |
| FORM 990, PAGE 2, PART III, LINE 4A | 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 THOSE RESTRICTIONS, BUT INCLUDE: -VISITATIONS BY APPOINTMENT IS 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 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 DIRECTOR MEMBER PRESENTATIONS ABOUT THEODORE ROOSEVELT AND THE SITE TO SENIOR GROUPS AND OTHER COMMUNITY ORGANIZATIONS WHO ARE UNABLE TO VISIT THE SITE. |
| FORM 990, PAGE 6, PART VI, LINE 2 | MR. JEROME BEAZLEY MRS. JEROME BEAZLEY TREASURER PRES, BOD CH MARRIED MR. ALAN VAN CLIEF MRS ALAN VAN CLIEF BLDG COMM. RECORDING SE MARRIED MR. CHARLES S. MOTT MRS. KARIN MOTT DIRECTOR DIRECTOR MARRIED DR. WALTER E. MORGAN, III MRS. WALTER E. MORGAN, III NATURE CHAIR COMM. SEC. MARRIED |
| FORM 990, PAGE 6, PART VI, LINE 11B | REVIEW, DISCUSSION AND APPROVAL OR RATIFICATION OF DRAFT AT BOARD MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 19 | 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. |
| Software ID: | |
| Software Version: |