Nonprofit · EIN 16-6094785
THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION
Tax-exempt · BUFFALO, NY 14202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $841,416 | $806,533 | $34,883 | $1,427,394 | $109,763 | $1,317,631 |
| September 30, 2024 | 990 | $711,939 | $770,466 | -$58,527 | $1,494,680 | $245,276 | $1,249,404 |
| September 30, 2023 | 990 | $781,174 | $595,615 | $185,559 | $1,320,091 | $69,134 | $1,250,957 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $698,782
- of which government grants
- $395,962
- Membership dues
- $17,033
- Program service revenue
- $112,619
- Investment income
- $16,180
- Net rental income
- $7,110
- Net gain from sales of assets
- $4,436
- Net income from fundraising events
- -$20,145
- Net income from sales of inventory
- $22,062
- Other revenue
- $13,835
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $110,000
- Other salaries and wages
- $291,693
- Salaries, compensation and benefits (total)
- $465,829
- Professional fundraising fees
- $0
- Occupancy
- $94,669
- Depreciation
- $45,427
- Program services (functional)
- $401,343
- Management and general (functional)
- $312,908
- Fundraising (functional)
- $92,282
Balance sheet and other
- Total assets, start of year
- $1,494,680
- Total assets, end of year
- $1,427,394
- Total liabilities, end of year
- $109,763
- Net assets, end of year
- $1,317,631
- Land, buildings and equipment
- $298,806
- Publicly traded securities
- $236,754
- Net assets without donor restrictions
- $1,152,342
- Net assets with donor restrictions
- $165,289
- Gross receipts
- $913,133
- Employees
- 14
- Volunteers
- 50
- Year formed
- 1967
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SPENCER MORGAN | EXECUTIVE DIRECTOR Officer | 40 | $73,077 | $8,654 |
| CHRISTOPHER E COPELAND | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN T KELLY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| BRADLEY A HOPPE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| GEOFFREY M MCDERMID CLTC | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RONALD J BATTAGLIA JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WOODY CHARLES BRANDY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL J CAVANAUGH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARK J DEPALMA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRUCE J DIERENFIELD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CATHERINE A GURA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIN C KLASS MBA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAN D KOHANE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEAN SHEILA M SANDERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AARON M SAYKIN ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY H SCHIMERT | TRUSTEE Trustee or director | 1 | $0 |
| LAWRENCE D SEYMOUR | TRUSTEE Trustee or director | 1 | $0 |
| TREVOR M TORCELLO ESQ | TRUSTEE Trustee or director | 1 | $0 |
| ANNE E WARD | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STANTON H HUDSON JR | EXECUTIVE DIRECTOR (THRU 03/24) Officer | 40 | $81,251 | $4,250 |
| CHRISTOPHER E COPELAND | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN T KELLY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| BRADLEY A HOPPE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| GEOFFREY M MCDERMID CLTC LUTCF | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RONALD J BATTAGLIA JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL J CAVANAUGH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARK J DEPALMA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRUCE J DIERENFIELD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CATHERINE A GURA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| D DOUGLAS HOPKINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIN C KLASS MBA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEAN SHEILA M SANDERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRYCE A SCHINTZUIS CFP CHFC CLU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAWRENCE D SEYMOUR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TREVOR M TORCELLO ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANNE E WARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SPENCER MORGAN | EXECUTIVE DIRECTOR (EFFECT. 04/24) Officer | 40 | $0 | $0 |
990 for the year ended September 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STANTON H HUDSON JR | EXECUTIVE DIRECTOR Officer | 40 | $64,994 | $5,400 |
| CHRISTOPHER E COPELAND | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN T KELLY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| GEORGE F BELLOWS ESQ | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| GEOFFREY M MCDERMID | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARK J DEPALMA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRUCE J DIERENFIELD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOFER C FATTEY ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CATHERINE A GURA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUG HOPKINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIN C KLASS MBA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEAN SHEILA M SANDERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAWRENCE D SEYMOUR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TREVOR M TORCELLO ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANNE E WARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 641 DELAWARE AVE, BUFFALO, NY 14202-1001
- Principal officer (990 for 2024)
- SPENCER MORGAN, 641 DELAWARE AVE, BUFFALO, NY 14202
- Signed the 990
- SPENCER MORGAN, EXECUTIVE DIRECTOR
- Phone
- (716) 884-0095
- Website
- WWW.TRSITE.ORG
- Return prepared by
- LUMSDEN & MCCORMICK LLP
Mission
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.
Program accomplishments
- 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.Expenses $401,343 · revenue $146,599
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 16-6094785
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,427,394
- Income (IRS master file)
- $913,133
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $841,416 | $806,533 | $1,427,394 | XML |
| 990 | September 2024 | $711,939 | $770,466 | $1,494,680 | IRS |
| 990 | September 2023 | $781,174 | $595,615 | $1,320,091 | XML |
| 990 | September 2022 | $799,302 | $663,708 | $1,169,970 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-6094785).
Questions about THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION
- What is the EIN of THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION?
- The employer identification number (EIN) of THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION is 16-6094785.
- Is THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION?
- The 990 for the year ended September 30, 2025 names SPENCER MORGAN.
- Who are the officers and directors of THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 19 people; 1 received compensation from the organization, the highest $73,077 (SPENCER MORGAN, EXECUTIVE DIRECTOR).
- How much revenue does THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $841,416, expenses of $806,533 and total assets of $1,427,394 at year end.
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