THE ROOSEVELT INSTITUTE

NEW YORK, NY, 10022-6837 (212) 444-9130 Est. 1987 EIN 23-7213592
B110 - Education 990 - Public charity return 501(c)(3)
www.rooseveltinstitute.org

Mission

SEE SCHEDULE O.

Giving Portfolio

Total Grants
14
Total Giving
$5.9M
Recipients
13
Years Active
2018 - 2024
Avg grant: $421,144 Median: $72,500

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20243$124K $41K21
20231$100K $100K01
20222$2.7M $1.4M02
20213$2.7M $915K12
20204$199K $50K21
20181$60K $60K10

Sectors Funded

Education
11
Philanthropy & Grantmaking
2

Top States

New York
9
District of Columbia
2
New Jersey
1
Massachusetts
1

Grantee Size Profile

Over $50M
13

Top Grantees

Grants Awarded · 13 grants

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Financials

Total Revenue
$22,836,897
Total Expenses
$14,132,654
Net Assets
$46,231,988
75 employees 21 volunteers
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
3.3 years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 72.8%
Expenses ↑ 18.0%
Revenue Sources
Contributions 93.0% Investment 7.0%
Expense Breakdown
Program 63.1% Management 28.6% Fundraising 8.3%

Officers & Trustees (31)

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Filing History (6 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jan 1, 2024 to Dec 31, 2024
$22,836,897 ↑$14,132,654$46,231,988
2023 990 - Public charity return
Jan 1, 2023 to Dec 31, 2023
$13,214,279 ↓$11,975,253$36,701,380
2022 990 - Public charity return
Jan 1, 2022 to Dec 31, 2022
$16,733,753 ↑$13,730,173$33,729,116
2021 990 - Public charity return
Jan 1, 2021 to Dec 31, 2021
$14,561,739 ↓$12,361,255$39,130,179
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$21,226,020 ↑$7,961,165$35,101,308
2018 990 - Public charity return
Jan 1, 2018 to Dec 31, 2018
$10,036,332 $6,753,663$18,068,220

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EIN: 23-7213592 · Source: IRS Form 990 e-file data