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The Roosevelt Institute

NEW YORK, NY EIN: 23-7213592 Website

SEE SCHEDULE O.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$48.6M

+29.6% YoY

Annual Giving

$124K

+24.0% YoY

Grant Count

3

+200.0% YoY

Avg Grant Size

$41K

-58.7% YoY

About The Roosevelt Institute

Based on IRS filings

The Roosevelt Institute is a nonprofit organization focused on Education, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $48.6M in total assets. In 2024, it awarded 3 grants totaling $124K. Net investment income was $1.6M.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

New YorkPrincetonShrewsburyWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6M$13M$19M$25M20202021202220232024
Metric202420232022
Total Assets$48,635,745$37,532,512$35,318,479
Revenue$22,836,897$13,214,279$16,733,753
Expenses$14,132,654$11,975,253$13,730,173
Qualifying Distributions
Net Investment Income$1,595,282$856,058$6,409,665
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$686K$1M$2M$3M4 grants20203 grants20212 grants20221 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

THE TRUSTEES OF COLUMBIA…$110KPACE UNIVERSITY$8KTHE TRUSTEES OF PRINCETO…$6K

Grant Size Distribution

13 grants across all recorded years

5<$50K4$50–100K2$100–250K$250–500K$500K–1M2$1–5M$5M+

Open Grants

2 open opportunities from The Roosevelt Institute

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

FELICIA WONGPRESIDENT & CEO, EX OFFICIO$516KKATARINA DUPLESSYCHIEF FINANCIAL OFFICER$272KJULIETTE STABLESKICHIEF DEVELOPMENT OFFICER$235KLISA DEROCHECHIEF PEOPLE EQUITY OFFICER$228KDEBORAH DUNEVANTSVP COMMUNICATIONS$222KSUZANNE KAHNMG DIR. RESEARCH & POLICY$205KILONA KRAMERCHIEF OPERATING OFFICER$198KSHANNON SMITHMG DIR. FINANCE$188KALI BUSTAMANTEDIR, WORKER POWER AND ECONOM…$161KSONIA ARESDIR. HUMAN RESOURCES$157K

From 2024 filing

NameTitleHoursCompensation
ANNE ROOSEVELTCHAIR2
DARLA KASHIANVICE CHAIR2
RAJIV NARAYANTREASURER2
HENRY HICKSSECRETARY2
SHARON BLOCKBOARD MEMBER2
ABDUL EL-SAYEDBOARD MEMBER2
ERICA HAMILTONBOARD MEMBER2
KEYONTAY HUMPHRIESBOARD MEMBER2
NANCY ROOSEVELT IRELANDBOARD MEMBER2
PERRIN IRELANDBOARD MEMBER2
JAS JOHLBOARD MEMBER2
BRINA MILIKOWSKYBOARD MEMBER2
SALLY MINARDBOARD MEMBER2
CHUCK MUCKENFUSSBOARD MEMBER2
SABEEL RAHMANBOARD MEMBER2
NICHOLAS W ROOSEVELTBOARD MEMBER2
DAWN SMALLSBOARD MEMBER2
ANITA SONAWANEBOARD MEMBER2
JASMIN WEAVERBOARD MEMBER2
RANDI WEINGARTENBOARD MEMBER2
LOLA WESTBOARD MEMBER2
FELICIA WONGPRESIDENT & CEO, EX OFFICIO40$515,721
KATARINA DUPLESSYCHIEF FINANCIAL OFFICER40$271,944
JULIETTE STABLESKICHIEF DEVELOPMENT OFFICER40$234,616
LISA DEROCHECHIEF PEOPLE EQUITY OFFICER40$228,000
ILONA KRAMERCHIEF OPERATING OFFICER40$197,521
DEBORAH DUNEVANTSVP COMMUNICATIONS40$221,640
SUZANNE KAHNMG DIR. RESEARCH & POLICY40$205,162
SHANNON SMITHMG DIR. FINANCE40$187,827
ALI BUSTAMANTEDIR, WORKER POWER AND ECONOMIC SECURITY40$160,669
SONIA ARESDIR. HUMAN RESOURCES40$157,045

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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