2026-07-06T15:37:01-05:00 2025-09-30 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2024-10-01 166094785 THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION THEO 7168840095 641 DELAWARE AVE BUFFALO NY 14202 SPENCER MORGAN EXECUTIVE DIRECTOR 7168840095 2026-07-06 1 1 ROBERT S TORELLA P03156259 7168563300 2024 2025-03-06 01:10:19Z SPENCER MORGAN 641 DELAWARE AVE BUFFALO NY 14202 913133 0 X WWW.TRSITE.ORG X 1967 NY TO PRESERVE AND EDUCATE THE PUBLIC ON THE THEODORE ROOSEVELT INAUGURAL NATIONAL HISTORIC SITE. 18 18 14 50 0 0 546387 698782 114693 112619 3132 16180 47727 13835 711939 841416 0 0 0 0 423075 465829 0 0 92282 347391 340704 770466 806533 -58527 34883 1494680 1427394 245276 109763 1249404 1317631 TO ADVANCE THEODORE ROOSEVELT'S LEGACY OF LEADERSHIP BY INSPIRING CIVIC ENGAGEMENT AND PRESERVING THE SITE OF HIS UNEXPECTED 1901 INAUGURATION IN BUFFALO, NEW YORK, WHICH SPARKED THE BIRTH OF THE MODERN PRESIDENCY. 0 0 401343 146599 TO OPERATE, RESTORE AND PRESERVE THE SITE OF THE INAUGURATION OF THEODORE ROOSEVELT. TO CONDUCT INTERPRETIVE PUBLIC TOURS OF THE SITE AND DEVELOP RECRUITMENT AND OUTREACH PROGRAMS. 401343 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 0 1 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 1 3 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X SPENCER MORGAN EXECUTIVE DIRECTOR 7168840095 641 DELAWARE AVENUE BUFFALO NY 14202 CHRISTOPHER E COPELAND PRESIDENT 1.00 X X 0 0 0 KEVIN T KELLY VICE PRESIDENT 1.00 X X 0 0 0 BRADLEY A HOPPE SECRETARY 1.00 X X 0 0 0 GEOFFREY M MCDERMID CLTC TREASURER 1.00 X X 0 0 0 RONALD J BATTAGLIA JR TRUSTEE 1.00 X 0 0 0 WOODY CHARLES BRANDY TRUSTEE 1.00 X 0 0 0 MICHAEL J CAVANAUGH TRUSTEE 1.00 X 0 0 0 MARK J DEPALMA TRUSTEE 1.00 X 0 0 0 BRUCE J DIERENFIELD TRUSTEE 1.00 X 0 0 0 CATHERINE A GURA TRUSTEE 1.00 X 0 0 0 ERIN C KLASS MBA TRUSTEE 1.00 X 0 0 0 DAN D KOHANE TRUSTEE 1.00 X 0 0 0 JEAN SHEILA M SANDERS TRUSTEE 1.00 X 0 0 0 AARON M SAYKIN ESQ TRUSTEE 1.00 X 0 0 0 EMILY H SCHIMERT TRUSTEE 1.00 X 0 0 0 LAWRENCE D SEYMOUR TRUSTEE 1.00 X 0 0 0 TREVOR M TORCELLO ESQ TRUSTEE 1.00 X 0 0 0 ANNE E WARD TRUSTEE 1.00 X 0 0 0 SPENCER MORGAN EXECUTIVE DIRECTOR 40.00 X 73077 0 8654 73077 0 8654 0 0 0 0 0 17033 25760 395962 260027 698782 ADMISSION FEES 900099 93555 93555 EDUCATION AND OTHER 900099 19064 19064 112619 11744 11744 7110 0 7110 7110 7110 16126 11690 4436 4436 4436 13799 25760 33944 -20145 -20145 48145 26083 22062 22062 4808 4808 4808 841416 146599 0 -3965 110000 48400 48400 13200 291693 128345 128345 35003 26902 11837 11837 3228 9114 4077 4010 1027 28120 12372 12373 3375 74090 50834 23256 32161 15174 3794 13193 12370 2375 9995 94669 75736 18933 2724 2724 45427 45427 38753 31002 7751 EDUCATION AND PROGRAM S 25789 25789 14721 809 13912 806533 401343 312908 92282 6384 18302 779184 515289 28060 22438 3571 7960 27338 35118 500675 201869 214883 298806 222751 236754 212509 292727 1494680 1427394 36775 41022 208501 68741 245276 109763 X 1084115 1152342 165289 165289 1249404 1317631 1494680 1427394 34883 33344 0 X X 0 1 X 1 0 X 1111977 673371 719886 546387 698782 3750403 1111977 673371 719886 546387 698782 3750403 3750403 48621 11616 12576 14511 23290 110614 3861017 628226 0.97140 0.96260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 30000 3395 3395 30000 30000 2466 2466 30000 30000 3323 3323 30000 30000 30000 30000 5852 5852 30000 1.00000 0 0 168831 62875 105956 331844 138994 192850 298806 BENEFICIAL INTEREST IN ASSET HELD BY CFGB 292727 292727 900843 33344 26083 59427 841416 0 841416 832616 26083 26083 806533 0 806533 PART III, LINE 1A: THE FOUNDATION POSSESSES NUMEROUS ARTIFACTS AND FURNISHINGS RELATED TO THE INAUGURATION AND THE ANSLEY WILCOX HOUSE. THIS COLLECTION INCLUDES FURNITURE, CHINA, PAINTINGS, BOOKS AND PERIODICALS. THE FOUNDATION IS RESPONSIBLE FOR THE PRESERVATION OF THESE ITEMS. THE VALUE OF THE COLLECTION IS NOT REFLECTED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 26,083. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 26,083. ANNIVERSARY DINNER 26300 15200 11100 16368 EXEMPLARY CITIZENSHIP DINNER 13259 10560 2699 1442 7743 3500 4891 39559 25760 13799 1442 24111 3500 4891 33944 -20145 FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS REVIEWED BY A SUBCOMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE IS REQUIRED TO ANNUALLY SIGN AND DATE A STATEMENT AFFIRMING HE OR SHE HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY AND HAS AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED BY THE PERSONNEL COMMITTEE ON A REGULAR BASIS AND COMPARED WITH DATA FROM OTHER NYS HISTORY MUSEUMS WITH SIMILAR BUDGETS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.