Totals
- Total revenue
- $10,293,735
- Total expenses
- $16,415,064
- Contributions and grants received
- $9,069,169
- Grants paid
- $506,000
- Program service revenue
- $0
- Investment income
- $1,462,225
- Other revenue
- -$237,659
- Total assets, end of year
- $43,654,372
- Total liabilities, end of year
- $1,852,834
- Net assets or fund balances, end of year
- $41,801,538
- Program services expenses (Part IX)
- $10,541,402
- Management and general expenses
- $4,493,492
- Fundraising expenses
- $1,380,170
- Program service expenses (Part III)
- $10,541,402
Program services were 64.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$113,105
-
1f · All other contributions, gifts and grants
$8,956,064
-
1g · Noncash contributions included above
$11,365
-
3 · Investment income
total $1,148,018 · excluded $1,148,018
-
7a · Gross sales of assets other than inventory
securities $5,368,034
-
7b · Less cost or other basis and sales expenses
securities $5,053,827
-
7c · Gain or loss
securities $314,207
-
7d · Net gain or loss
total $314,207 · excluded $314,207
-
8a · Fundraising events: gross income
$20,850
-
8a · Fundraising events: contributions included on line 1c
$113,105
-
8b · Fundraising events: direct expenses
$258,859
-
8c · Net income from fundraising events
total -$238,009 · excluded -$238,009
-
11a · Other revenue: OTHER INCOME
total $350 · related or exempt $350
-
11e · Other revenue, total
$350
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $342,000 · program services $342,000
-
2 · Grants to domestic individuals
total $164,000 · program services $164,000
-
5 · Compensation of officers, directors and key employees
total $1,474,238 · program services $901,243 · management and general $413,919 · fundraising $159,076
-
7 · Other salaries and wages
total $7,313,405 · program services $4,471,184 · management and general $2,053,124 · fundraising $789,097
-
8 · Pension plan contributions
total $218,879 · program services $133,617 · management and general $61,677 · fundraising $23,585
-
9 · Other employee benefits
total $1,007,937 · program services $616,044 · management and general $283,028 · fundraising $108,865
-
10 · Payroll taxes
total $661,399 · program services $409,369 · management and general $180,717 · fundraising $71,313
-
11b · Fees: legal
total $82,415 · program services $37,126 · management and general $38,737 · fundraising $6,552
-
11c · Fees: accounting
total $83,437 · program services $3,373 · management and general $79,469 · fundraising $595
-
11f · Fees: investment management
total $202,463 · management and general $202,463
-
11g · Fees: other
total $2,659,509 · program services $2,037,619 · management and general $563,687 · fundraising $58,203
-
13 · Office expenses
total $211,037 · program services $159,101 · management and general $32,506 · fundraising $19,430
-
14 · Information technology
total $133,813 · program services $81,362 · management and general $38,092 · fundraising $14,359
-
16 · Occupancy
total $434,991 · program services $280,859 · management and general $111,340 · fundraising $42,792
-
17 · Travel
total $481,143 · program services $381,600 · management and general $57,835 · fundraising $41,708
-
19 · Conferences, conventions and meetings
total $352,949 · program services $342,255 · management and general $6,938 · fundraising $3,756
-
22 · Depreciation, depletion and amortization
total $22,672 · program services $13,860 · management and general $6,366 · fundraising $2,446
-
23 · Insurance
total $74,129 · program services $29,124 · management and general $39,865 · fundraising $5,140
-
24a · Other expenses: STIPENDS AND AWARDS
total $250,000 · management and general $250,000
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $244,648 · program services $137,666 · management and general $73,729 · fundraising $33,253
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $21,516,752 · end of year $17,958,810
-
3 · Pledges and grants receivable
beginning of year $8,818,315 · end of year $5,579,469
-
9 · Prepaid expenses and deferred charges
beginning of year $160,655 · end of year $235,899
-
10a · Land, buildings and equipment: cost or other basis
$126,589
-
10b · Land, buildings and equipment: accumulated depreciation
$26,451
-
10c · Land, buildings and equipment, net
beginning of year $122,810 · end of year $100,138
-
12 · Investments: other securities
beginning of year $16,141,112 · end of year $18,177,434
-
15 · Other assets
beginning of year $1,876,101 · end of year $1,602,622
-
17 · Accounts payable and accrued expenses
beginning of year $797,814 · end of year $531,186
-
25 · Other liabilities
beginning of year $1,605,943 · end of year $1,321,648
-
27 · Net assets without donor restrictions
beginning of year $24,406,485 · end of year $25,587,201
-
28 · Net assets with donor restrictions
beginning of year $21,825,503 · end of year $16,214,337
Mission and programs · 2025
Mission
SEE SCHEDULE O.
Activities or mission (Part I)
TO CREATE A NATION WHERE EVERYONE ENJOYS A FAIR SHARE OF OUR COLLECTIVE PROSPERITY.
-
THINK TANK: SEE SCHEDULE O.
Expenses $5,813,092 · Grants $342,000
-
THE ROOSEVELT SOCIETY: SEE SCHEDULE O.
Expenses $2,221,034
-
NETWORK: SEE SCHEDULE O.
Expenses $1,683,809 · Grants $156,000
-
FDR LIBRARYTHE ROOSEVELT INSTITUTE PROVIDES PROGRAM SUPPORT TO THE FRANKLIN D. ROOSEVELT PRESIDENTIAL LIBRARY AND MUSEUM, LOCATED IN HYDE PARK, NEW YORK. THE INSTITUTE PROVIDES FUNDING IN SUPPORT OF THE LIBRARY'S EDUCATIONAL AND PUBLIC PROGRAMS, AS WELL AS PERMANENT AND TEMPORARY EXHIBITS, WHICH ARE VISITED BY APPROXIMATELY 151,000 GUESTS PER YEAR.
Expenses $823,467 · Grants $8,000
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Roosevelt AnneROOSEVELT ANNE
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Kashian DarlaKASHIAN DARLA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Hicks HenryHICKS HENRY
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Narayan RajivNARAYAN RAJIV
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Block SharonBLOCK SHARON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Cramer DanCRAMER DAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
El-Sayed AbdulEL-SAYED ABDUL
BOARD MEMBER, ON LEAVE
- Total calculated
- $0
- Hours/week
- 0
-
Haddad LulieHADDAD LULIE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Hamilton EricaHAMILTON ERICA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Humphries KeyontayHUMPHRIES KEYONTAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ireland Nancy RooseveltIRELAND NANCY ROOSEVELT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ireland PerrinIRELAND PERRIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Johl JasJOHL JAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Milikowsky BrinaMILIKOWSKY BRINA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Minard SallyMINARD SALLY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Muckenfuss CantwellMUCKENFUSS CANTWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Rahman SabeelRAHMAN SABEEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Roosevelt NicholasROOSEVELT NICHOLAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Smalls DawnSMALLS DAWN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sonawane AnitaSONAWANE ANITA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Weaver JasminWEAVER JASMIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
West LolaWEST LOLA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Wilkins ElizabethWILKINS ELIZABETH
PRESIDENT AND CEO, EX OFFICIO
- Total calculated
- $344,788
- From this org
- $344,242
- From related orgs
- $0
- Other
- $546
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $344,242
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $546
- Filer's total
- $344,788
-
Kozuchowska Duplessy KatarinaKOZUCHOWSKA DUPLESSY KATARINA
CHIEF FINANCIAL OFFICER
- Total calculated
- $324,116
- From this org
- $280,716
- From related orgs
- $0
- Other
- $43,400
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $275,716
- Bonus
- $5,000
- Other
- $0
- Deferred
- $11,266
- Nontaxable benefits
- $32,134
- Filer's total
- $324,116
-
Kramer IlonaKRAMER ILONA
CHIEF OPERATING OFFICER
- Total calculated
- $283,879
- From this org
- $240,658
- From related orgs
- $0
- Other
- $43,221
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $235,658
- Bonus
- $5,000
- Other
- $0
- Deferred
- $9,722
- Nontaxable benefits
- $33,499
- Filer's total
- $283,879
-
Deroche LisaDEROCHE LISA
CHIEF PEOPLE EQUITY OFFICER
- Total calculated
- $274,014
- From this org
- $229,580
- From related orgs
- $0
- Other
- $44,434
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $227,080
- Bonus
- $2,500
- Other
- $0
- Deferred
- $9,313
- Nontaxable benefits
- $35,121
- Filer's total
- $274,014
-
Stableski JulietteSTABLESKI JULIETTE
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $259,939
- From this org
- $217,602
- From related orgs
- $0
- Other
- $42,337
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $217,602
- Bonus
- $0
- Other
- $0
- Deferred
- $9,034
- Nontaxable benefits
- $33,303
- Filer's total
- $259,939
-
Wong FeliciaWONG FELICIA
PRINCIPAL, EX OFFICIO
- Total calculated
- $554,448
- From this org
- $482,998
- From related orgs
- $0
- Other
- $71,450
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $420,498
- Bonus
- $62,500
- Other
- $0
- Deferred
- $30,833
- Nontaxable benefits
- $40,617
- Filer's total
- $554,448
-
Kahn SuzanneKAHN SUZANNE
VP THINK TANK
- Total calculated
- $255,807
- From this org
- $231,311
- From related orgs
- $0
- Other
- $24,496
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $231,311
- Bonus
- $0
- Other
- $0
- Deferred
- $9,332
- Nontaxable benefits
- $15,164
- Filer's total
- $255,807
-
Smith ShannonSMITH SHANNON
VP, FINANCE
- Total calculated
- $250,220
- From this org
- $217,569
- From related orgs
- $0
- Other
- $32,651
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $217,569
- Bonus
- $0
- Other
- $0
- Deferred
- $8,875
- Nontaxable benefits
- $23,776
- Filer's total
- $250,220
-
Madowitz MichaelMADOWITZ MICHAEL
PRINCIPAL ECONOMIST
- Total calculated
- $200,370
- From this org
- $196,431
- From related orgs
- $0
- Other
- $3,939
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $196,431
- Bonus
- $0
- Other
- $0
- Deferred
- $3,284
- Nontaxable benefits
- $655
- Filer's total
- $200,370
-
Groch-Begley HannahGROCH-BEGLEY HANNAH
DIR THINK TANK
- Total calculated
- $206,038
- From this org
- $165,255
- From related orgs
- $0
- Other
- $40,783
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,255
- Bonus
- $0
- Other
- $0
- Deferred
- $5,136
- Nontaxable benefits
- $35,647
- Filer's total
- $206,038
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
CENTER FOR POLICY DIALOGUE POST DOCTORAL CANDIDATE
-
GRANT FOR PARTNERSHIP IN THE DISABILITY CONSORTIUM
-
PLANNING AND EXECUTION OF THE DISABILITY CONSORTIUM EVENT
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 27 August 2026
- IRS schema version
- 2025v4.2
- Source object
- 202612579349301051
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