THE ROOSEVELT INSTITUTE

As filed

Subsection

03

NTEE code

B110

Classification

1000

Street

570 LEXINGTON AVE 5TH FLOOR

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2025

• 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.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

• 2025

  Revenue

  $10,293,735

  Expenses

  $16,415,064

  Contributions

  $9,069,169

  Grants paid

  $506,000

• 2023

  Revenue

  $13,214,279

  Expenses

  $11,975,253

  Contributions

  $12,569,976

  Grants paid

  $247,400

• 2022

  Revenue

  $16,733,753

  Expenses

  $13,730,173

  Contributions

  $10,327,118

  Grants paid

  $2,781,529

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $14,561,739

  Expenses

  $12,361,255

  Assets (EOY)

  $39,947,474

• 2020 · 990

  Revenue

  $21,226,020

  Expenses

  $7,961,165

  Assets (EOY)

  $35,959,001

• 2018 · 990

  Revenue

  $10,036,332

  Expenses

  $6,753,663

  Assets (EOY)

  $18,805,431

• 2014 · 990

  Revenue

  $6,220,151

  Expenses

  $5,984,271

  Assets (EOY)

  $15,530,663

• 2013 · 990

  Revenue

  $4,697,331

  Expenses

  $8,656,558

  Assets (EOY)

  $14,507,089

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $7,048,859

  Assets (EOY)

  $18,064,552

• 2011 · 990

  Revenue

  — not reported

  Expenses

  $18,624,616

  Assets (EOY)

  $21,924,426

• 2010 · 990

  Revenue

  — not reported

  Expenses

  $15,892,786

  Assets (EOY)

  $35,090,716

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

• AMALGAMATED CHARITABLE FOUNDATION INC

  $2,631,579

  2022 · COMMUNITY POWER BUILDING FUND (FUND ID 21946)

• THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

  $100,000

  2023 · 2023 GRANT FOR J. STIGLITZ POST DOC

• THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

  $90,000

  2022 · 2022 GRANT FOR J. STIGLITZ POST DOC

• THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

  $0

  2025 · CENTER FOR POLICY DIALOGUE POST DOCTORAL CANDIDATE

• NATIONAL ACADEMY OF SOCIAL INSURANCE

  $0

  2025 · GRANT FOR PARTNERSHIP IN THE DISABILITY CONSORTIUM

• NATIONAL ACADEMY OF SOCIAL INSURANCE

  $0

  2025 · PLANNING AND EXECUTION OF THE DISABILITY CONSORTIUM EVENT

Where these grants went next →

Grants received

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $1,113,475

  2022 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $734,800

  2023 · For grant recipient's exempt purposes

• THE CHICAGO COMMUNITY TRUST

  $675,000

  2024 · General support for programs, operations and other charitable purposes

• CLIMATEWORKS FOUNDATION

  $660,000

  2022 · PROJECT SUPPORT

• CLIMATEWORKS FOUNDATION

  $600,000

  2024 · TO PROTECT THE CLIMATE, REDUCE POLLUTION, AND STRENGTHEN ECONOMIES

• CLIMATE IMPERATIVE FOUNDATION

  $600,000

  2023 · To support research, education and outreach on clean industrial practices

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $326,600

  2024 · For grant recipient's exempt purposes

• THE SEATTLE FOUNDATION

  $300,000

  2023 · TO PROVIDE GENERAL SUPPORT.

• THE SEATTLE FOUNDATION

  $300,000

  2022 · TO PROVIDE GENERAL SUPPORT FOR SOUTHERN ECONOMIC ADVANCEMENT PROJECT

• CHARITIES AID FOUNDATION AMERICA

  $201,845

  2023 · CHARITABLE DONATION

The 10 largest by cash amount. The API serves every itemized grant.

Other IRS files