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
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Open Grants
2 open opportunities from The Roosevelt Institute
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Trustees of Columbia University in the City of New York ($110,000), Pace University ($8,000), The Trustees of Princeton University ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK NEW YORK, NY | 2024 GRANT FOR J. STIGLITZ POST DOC | $110,000 |
| PACE UNIVERSITY NEW YORK, NY | GRANT FOR RESEARCH AND WRITING BY F. MENDOZA LOPEZ | $8,000 |
| THE TRUSTEES OF PRINCETON UNIVERSITY PRINCETON, NJ | GRANT FOR PUBLICATION: PRIVATE EQUITY & CORP POWER | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANNE ROOSEVELT | CHAIR | 2 | — |
| DARLA KASHIAN | VICE CHAIR | 2 | — |
| RAJIV NARAYAN | TREASURER | 2 | — |
| HENRY HICKS | SECRETARY | 2 | — |
| SHARON BLOCK | BOARD MEMBER | 2 | — |
| ABDUL EL-SAYED | BOARD MEMBER | 2 | — |
| ERICA HAMILTON | BOARD MEMBER | 2 | — |
| KEYONTAY HUMPHRIES | BOARD MEMBER | 2 | — |
| NANCY ROOSEVELT IRELAND | BOARD MEMBER | 2 | — |
| PERRIN IRELAND | BOARD MEMBER | 2 | — |
| JAS JOHL | BOARD MEMBER | 2 | — |
| BRINA MILIKOWSKY | BOARD MEMBER | 2 | — |
| SALLY MINARD | BOARD MEMBER | 2 | — |
| CHUCK MUCKENFUSS | BOARD MEMBER | 2 | — |
| SABEEL RAHMAN | BOARD MEMBER | 2 | — |
| NICHOLAS W ROOSEVELT | BOARD MEMBER | 2 | — |
| DAWN SMALLS | BOARD MEMBER | 2 | — |
| ANITA SONAWANE | BOARD MEMBER | 2 | — |
| JASMIN WEAVER | BOARD MEMBER | 2 | — |
| RANDI WEINGARTEN | BOARD MEMBER | 2 | — |
| LOLA WEST | BOARD MEMBER | 2 | — |
| FELICIA WONG | PRESIDENT & CEO, EX OFFICIO | 40 | $515,721 |
| KATARINA DUPLESSY | CHIEF FINANCIAL OFFICER | 40 | $271,944 |
| JULIETTE STABLESKI | CHIEF DEVELOPMENT OFFICER | 40 | $234,616 |
| LISA DEROCHE | CHIEF PEOPLE EQUITY OFFICER | 40 | $228,000 |
| ILONA KRAMER | CHIEF OPERATING OFFICER | 40 | $197,521 |
| DEBORAH DUNEVANT | SVP COMMUNICATIONS | 40 | $221,640 |
| SUZANNE KAHN | MG DIR. RESEARCH & POLICY | 40 | $205,162 |
| SHANNON SMITH | MG DIR. FINANCE | 40 | $187,827 |
| ALI BUSTAMANTE | DIR, WORKER POWER AND ECONOMIC SECURITY | 40 | $160,669 |
| SONIA ARES | DIR. HUMAN RESOURCES | 40 | $157,045 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Roosevelt Institute?
The Roosevelt Institute is a nonprofit organization focused on Education, based in NEW YORK, NY. It holds $48.6M in total assets as of 2024.
How large is The Roosevelt Institute?
As of 2024, The Roosevelt Institute holds $48.6M in total assets with $22.8M in annual revenue. It awarded 3 grants totaling $124K in 2024.
Where does The Roosevelt Institute operate?
The Roosevelt Institute has awarded grants in District of Columbia, Massachusetts, New Jersey, New York.
What size grants does The Roosevelt Institute award?
In 2024, The Roosevelt Institute awarded 3 grants totaling $124K — an average of about $41K per grant, based on its IRS Form 990 filings.
What is The Roosevelt Institute's EIN?
The Roosevelt Institute's EIN (Employer Identification Number) is 23-7213592. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Roosevelt Institute's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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