THE ROOSEVELT INSTITUTE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE ROOSEVELT INSTITUTE (EIN 23-7213592)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201133199349303893
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T13:02:47-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES MUNNS & DOBBINS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101653698 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237213592 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANKLIN & ELEANOR ROOSEVELT INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRAN | NameControl |
| Phone | 2124449130 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVENUE 18TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GLEN WEINER | Name |
| Title | INTERIM CHIEF EXECUTIVE OFFICER | Title |
| Phone | 2124449130 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANDERS DAVIES | Name |
| Phone | 2122862600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GLEN WEINER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVENUE 18TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 33339603 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ROOSEVELTINSTITUTE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO INFORM NEW GENERATIONS OF THE IDEALS, VALUES AND ACHIEVEMENTS OF FRANKLIN AND ELEANOR ROOSEVELT AND TO INSPIRE THE APPLICATION OF THEIR SPIRIT OF OPTIMISM AND INNOVATION TO THE SOLUTION OF CURRENT PROBLEMS THROUGH CONFERENCES AND OTHER EDUCATIONAL PROGRAMS, SUPPORT FOR THE FRANKLIN D. ROOSEVELT PRESIDENTIAL LIBRARY AND MUSEUM, AND THE GRANTING OF THE FOUR FREEDOMS MEDALS AND OTHER AWARDS ON AN ANNUAL BASIS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 34 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5887897 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 21464602 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1209258 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1560437 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -165102 | OtherRevenuePriorYear |
| Other Revenue Current Year | -198294 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4513537 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22826745 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 243291 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 242340 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1384486 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2144030 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 41443 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 164688 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 649441 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3678915 | OtherExpensePriorYear |
| Other Expenses Current Year | 13341728 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5348135 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15892786 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -834598 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6933959 | RevenuesLessExpensesCY |
| Total Assets BOY | 23820239 | TotalAssetsBOY |
| Total Assets EOY | 35090716 | TotalAssetsEOY |
| Total Liabilities BOY | 383070 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4213048 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23437169 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 30877668 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SINCE ITS FORMATION IN 1987, THE ROOSEVELT INSTITUTE HAS BEEN DEVOTED TO INFORMING NEW GENERATIONS OF THE IDEALS AND ACHIEVEMENTS OF FRANKLIN AND ELEANOR ROOSEVELT. CONTINUED ON SCHEDULE OTHROUGH PROGRAMS, EVENTS, AND PUBLICATIONS, THE INSTITUTE HAS MADE LESSONS OF THE PAST RELEVANT FOR UNDERSTANDING TODAY'S CHALLENGES, WITH A RECOGNITION THAT SOME ROOSEVELT PRIORITIES - WHETHER FDR'S FOUR FREEDOMS OR ELEANOR ROOSEVELT'S UNIVERSAL DECLARATION OF HUMAN RIGHTS - ARE AS RELEVANT TODAY AS WHEN THEY WERE FIRST CONCEIVED. SINCE 2008, THE INSTITUTE HAS BEEN A HOME FOR A COLLEGE CAMPUS NETWORK OF PROGRESSIVE THINK TANK STUDENT ORGANIZATIONS. BASED IN WASHINGTON, D.C., THIS CAMPUS NETWORK HAD 80 PARTICIPATING COLLEGES BY 2010, WITH MORE THAN 8,000 COLLEGE STUDENTS AS MEMBERS. THESE YOUNG PEOPLE ENGAGE IMPORTANT QUESTIONS FOR PROGRESSIVES AND THE NATION IN DOMESTIC AND FOREIGN POLICY AT THE NATIONAL AND LOCAL LEVELS. THE INSTITUTE HAS OFFICES IN WASHINGTON, D.C., NYC, AND HYDE PARK, NY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11085870 | Expense |
| Grants | 0 | Grants |
| Description | FDR FOUR FREEDOMS PARK, LLC:THE ROOSEVELT INSTITUTE SUPPORTS THE FRANKLIN D. ROOSEVELT FOUR FREEDOMS PARK. THIS PROJECT SEEKS TO BRING THE MEANING OF THE FOUR FREEDOMS TO MILLIONS OF NEW YORKERS AND CITIZENS OF THE WORLD COMMUNITY THROUGH THE CONSTRUCTION OF A MEMORIAL TO FDR'S FOUR FREEDOMS. DESIGNED BY THE RENOWNED ARCHITECT, LOUIS KAHN, THE MEMORIAL IS BEING BUILT ON THE SOUTHERN TIP OF ROOSEVELT ISLAND IN THE EAST RIVER JUST TO THE EAST OF THE UNITED NATIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 448300 | Expense |
| Grants | 62355 | Grants |
| Description | FDR LIBRARY:THE ROOSEVELT INSTITUTE PROVIDES PROGRAM SUPPORT TO THE FDR PRESIDENTIAL LIBRARY AND MUSEUM. AS PART OF THIS EFFORT, WE HELP SUPPORT THE FDR LIBRARY'S EDUCATIONAL PROGRAMS, WHICH BENEFITED 18,000 STUDENTS AND ROUGHLY 1,000 TEACHERS IN 2010; THE LIBRARY'S SPECIAL EXHIBITS GALLERY, WHICH IS VISITED BY AS MANY AS 100,000 PEOPLE PER YEAR, AND OTHER PROGRAMS. THESE PROGRAMS HELP CARRY THE LEGACY AND VISION OF FRANKLIN AND ELEANOR ROOSEVELT FORWARD FOR FUTURE GENERATIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 664630 | Expense |
| Grants | 108746 | Grants |
| Description | CAMPUS NETWORK:THE INSTITUTE SUPPORTS A NETWORK OF COLLEGE CAMPUS THINK TANKS ON OVER 80 CAMPUSES NATIONWIDE. THESE ROOSEVELT CHAPTER NETWORK ENTITIES ENCOURAGE STUDENTS TO GET INVOLVED AND USE THEIR ACADEMIC SKILL IN THE DESIGN OF PUBLIC POLICIES. MORE THAN 8,000 STUDENTS BELONGED TO THE NETWORK IN 2010. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1827846 | Expense |
| Grants | 71239 | Grants |
| Description | FOUR FREEDOMS CENTER:THE INSTITUTE SUPPORTS THE DEVELOPMENT AND PROMOTION OF IDEAS BY SOME OF THE SMARTEST PROGRESSIVE MINDS IN THE COUNTRY; ENCOURAGING A DEBATE OF SUBSTANCE AND POLICY DIRECTION, INSPIRED BY THE BOLD VISION THAT THE ROOSEVELTS BROUGHT TO THE LAST CENTURY. THE POLICY WORK OF THE INSTITUTE FELLOWS REFLECTS A COMMITMENT TO RIGOROUS, OPEN-MINDED INQUIRY AND A BELIEF IN THE POWER THAT CAN BE DERIVED FROM A LIVELY AND FREE DEBATE OF IDEAS IN THE UNITED STATES AND AROUND THE WORLD. TOTAL EXPENSE $1,827,846 INCLUDING GRANTS OF $71,239 | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1827846 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 71239 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 14026646 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 120 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 34 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL BENNETT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2124449131 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVE 18TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ANNA ELEANOR ROOSEVELT | |||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| ALISON OVERSETH | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| GEORGE KNOX | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| NICHOLAS LUDINGTON | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| HAROLD LEVY | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| WILLIAM J VANDEN HEUVEL | |||||||
| FOUNDER & CHAIR EMERITUS | 2.00 | X | 0 | 0 | 0 | ||
| ANDREW RICH | |||||||
| PRESIDENT & CEO | 40.00 | X | X | 215000 | 0 | 42656 | |
| BEN BARNES | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JOE LOUIS BARROW JR | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ALLIDA BLACK | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DAN BOYD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MARIAN BREEZE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DOUGLAS BRINKLEY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| SARAH FITZ RANDOLPH BROWN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE CHAO-CHI CHU | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DONALD FOWLER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT GATJE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JEROME GOLDSTEIN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| FREDRICA GOODMAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM GRIFFITH | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE MORRIS GURLEY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DAVID CHEN CHUN HSU | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| NANCY ROOSEVELT IRELAND | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BARBARA LOOMIS JACKSON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| E ROOSEVELT JOHNSTON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| PHILIP JOHNSTON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JAY MAZUR | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| SALLY MINARD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DENNIS MURRAY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| NEIL PROTO | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MRS F D ROOSEVELT JR | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KATHLEEN SLOANE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GILLIAN MARTIN SORENSEN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GINA POLLARA | |||||||
| EXEC DIR, FOUR FREEDOMS PA | 40.00 | X | 152093 | 0 | 38938 | ||
| DENISE DEVENNY | |||||||
| CFO, FORMER | 40.00 | X | 135535 | 0 | 29801 | ||
| ROBERT JOHNSON | |||||||
| SENIOR FELLOW | 40.00 | 150000 | 0 | 0 | X | ||
| SHANTI NAYAK | |||||||
| CHIEF OF STAFF AND OPERATIONS | 40.00 | 129180 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 781808 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 111395 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MITCHELLGIURGOLA ARCHITECTS | |||||
| 630 NINTH AVENUE SUITE 711 | NEW YORK | NY | 10036 | ARCHITECTS | 156673 |
| JOSEPH STIGLITZ | |||||
| 258 RIVERSIDE DRIVE 12C | NEW YORK | NY | 10025 | SCHOLAR | 150000 |
| ANCHIN BLOCK & ANCHIN LLP | |||||
| 1375 BROADWAY | NEW YORK | NY | 10018 | BOOKKEEPING | 103551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 537655 | FundraisingEvents |
| Government Grants | 4998392 | GovernmentGrants |
| All Other Contributions | 15928555 | AllOtherContributions |
| Total Contributions | 21464602 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 510603 | TotalRevenueColumn |
| Exclusion | $510,603 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11337553 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10287719 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1049834 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1049834 | TotalRevenueColumn |
| Exclusion | $1,049,834 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 26845 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 537655 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 225139 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -198294 | TotalRevenueColumn |
| Exclusion | -$198,294 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22826745 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,362,143 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242340 | Total |
| Program Services | 242340 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 614024 | Total |
| Program Services | 399287 | ProgramServices |
| Management And General | 156503 | ManagementAndGeneral |
| Fundraising | 58234 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1311070 | Total |
| Program Services | 852562 | ProgramServices |
| Management And General | 334167 | ManagementAndGeneral |
| Fundraising | 124341 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11475 | Total |
| Program Services | 8839 | ProgramServices |
| Management And General | 1756 | ManagementAndGeneral |
| Fundraising | 880 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70189 | Total |
| Program Services | 57548 | ProgramServices |
| Management And General | 5329 | ManagementAndGeneral |
| Fundraising | 7312 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137272 | Total |
| Program Services | 97687 | ProgramServices |
| Management And General | 26283 | ManagementAndGeneral |
| Fundraising | 13302 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164688 | Total |
| Fundraising | 164688 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116606 | Total |
| Management And General | 116606 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 944293 | Total |
| Program Services | 556896 | ProgramServices |
| Management And General | 217996 | ManagementAndGeneral |
| Fundraising | 169401 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66076 | Total |
| Program Services | 1884 | ProgramServices |
| Management And General | 125 | ManagementAndGeneral |
| Fundraising | 64067 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339112 | Total |
| Program Services | 215224 | ProgramServices |
| Management And General | 114696 | ManagementAndGeneral |
| Fundraising | 9192 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329200 | Total |
| Program Services | 241827 | ProgramServices |
| Management And General | 73744 | ManagementAndGeneral |
| Fundraising | 13629 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180515 | Total |
| Program Services | 138785 | ProgramServices |
| Management And General | 24192 | ManagementAndGeneral |
| Fundraising | 17538 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90107 | Total |
| Program Services | 88277 | ProgramServices |
| Management And General | 720 | ManagementAndGeneral |
| Fundraising | 1110 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66514 | Total |
| Program Services | 45262 | ProgramServices |
| Management And General | 17359 | ManagementAndGeneral |
| Fundraising | 3893 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26656 | Total |
| Program Services | 17920 | ProgramServices |
| Management And General | 7056 | ManagementAndGeneral |
| Fundraising | 1680 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PARK CONSTRUCTION COSTS | 10733703 | 10733703 | ||
| CONSTRUCTION/DESIGN/FAB | 245828 | 244737 | 1091 | 0 |
| UNCOLLECTED PLEDGES | 118276 | 118276 | ||
| PUBLICATIONS/FILMS/MICR | 59017 | 58043 | 800 | 174 |
| RED HOUSE EXPENSES | 25825 | 25825 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15892786 | Total |
| Program Services | 14026646 | ProgramServices |
| Management And General | 1216699 | ManagementAndGeneral |
| Fundraising | 649441 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 595470 | BOY |
| EOY | 4067710 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 823150 | BOY |
| EOY | 2526046 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17567 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43021 | BOY |
| EOY | 149830 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 325133 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 174926 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190327 | BOY |
| EOY | 150207 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21172311 | BOY |
| EOY | 23572229 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 650000 | BOY |
| EOY | 650000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 328393 | BOY |
| EOY | 3974694 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23820239 | BOY |
| EOY | 35090716 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379660 | BOY |
| EOY | 4213048 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3410 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383070 | BOY |
| EOY | 4213048 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9355064 | BOY |
| EOY | 10648727 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12942957 | BOY |
| EOY | 19089793 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1139148 | BOY |
| EOY | 1139148 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23437169 | BOY |
| EOY | 30877668 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23820239 | BOY |
| EOY | 35090716 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6933959 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 506540 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2246564 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5182203 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3710321 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5887897 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20926947 | CurrentTaxYear |
| Total | 37953932 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2246564 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5182203 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3710321 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5887897 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20926947 | CurrentTaxYear |
| Total | 37953932 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 11471985 | AmountsSubstContributorsTotal |
| Public Support Total170 | 26481947 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 504266 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 717662 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 668948 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 541856 | CurrentTaxYearMinus1Year |
| Current Tax Year | 510603 | CurrentTaxYear |
| Total | 2943335 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 40897267 | TotalSupport |
| Gross Receipts From Admissions Etc | 158462 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.64750 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.57450 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20428445 | BeginningOfYearBalance |
| Contributions | 12799392 | Contributions |
| Investment Earnings Or Losses | 1950371 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 108127 | GrantsOrScholarships |
| Other Expenditures | 16948154 | OtherExpenditures |
| End Of Year Balance | 18121927 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17815587 | BeginningOfYearBalance |
| Contributions | 4683815 | Contributions |
| Investment Earnings Or Losses | 2126323 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 100601 | GrantsOrScholarships |
| Other Expenditures | 4096679 | OtherExpenditures |
| End Of Year Balance | 20428445 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21829802 | BeginningOfYearBalance |
| Contributions | 3076237 | Contributions |
| Investment Earnings Or Losses | -4266511 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 89718 | GrantsOrScholarships |
| Other Expenditures | 2734223 | OtherExpenditures |
| End Of Year Balance | 17815587 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.45970 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.06290 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.47740 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1532 | OtherCostOrOtherBasis |
| Depreciation | 1007 | Depreciation |
| Book Value | 525 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 103861 | OtherCostOrOtherBasis |
| Depreciation | 84731 | Depreciation |
| Book Value | 19130 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 219740 | OtherCostOrOtherBasis |
| Depreciation | 89188 | Depreciation |
| Book Value | 130552 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 150207 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| MISCELLANEOUS | 57326 |
| INTEREST AND DIVIDENDS RECEIVABLE | 89356 |
| FDR/ER BOOKS & DOCUMENTS | 27400 |
| WOOLF DRAWING | 87000 |
| MAQUETTE SCULPTURE | 54191 |
| CASH HELD IN ESCROW FOR CONSTRUCTION | 3659421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3974694 | TotalBookValueOtherAssets |
| Total Revenue | 22826745 | TotalRevenue |
| Total Expenses | 15892786 | TotalExpenses |
| Excess Or Deficit For Year | 6933959 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 506540 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 506540 | TotalAdjustments |
| Excess Or Deficit Per FS | 7440499 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 23312254 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 506540 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 95575 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 602115 | RevenueNotRptdF990 |
| Revenue Subtotal | 22710139 | RevenueSubtotal |
| Investment Expenses Not Included | 116606 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 116606 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22826745 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15871755 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 95575 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 95575 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15776180 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 116606 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 116606 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15892786 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE INSTITUTE'S ARTWORK IS STATED AT COST AND IS FOR USE IN THE FDR LIBRARY'S VISITORS CENTER. IN ADDITION, THE INSTITUTE HOLDS A DONATED COLLECTION OF AUTOGRAPHS OF FRANKLIN D. ROOSEVELT, BOOKS AND DOCUMENTS WHICH ARE STATED AT THE APPRAISED VALUE AT THE DATE OF DONATION AND ARE STORED IN THE FDR LIBRARY. | |
| PART V, LINE 4: | THE ORGANIZATION MAINTAINS VARIOUS DONOR-RESTRICTED AND BOARD-DESIGNATED FUNDS WHOSE PURPOSE IS TO PROVIDE LONG-TERM SUPPORT FOR ITS CHARITABLE PROGRAMS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE ORGANIZATION RECOGNIZES THE EFFECT OF THE INCOME TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUBSTANTIAL. MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE INSTITUTE IS NO LONGER SUBJECT TO AUDITS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2007. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY CONSULTING SERVICE | ||||||||
| PO BOX 27462 | NEW YORK | NY | 10087 | FUNDRAISING CONSULTING | 0 | 0 | 65000 | -65000 |
| KIMBALL STROUD AND ASSOCIATES | ||||||||
| 1218 29TH STREET | WASHINGTON | DC | 20007 | FUNDRAISING CONSULTING | 0 | 0 | 52933 | -52933 |
| BONNER GROUP | ||||||||
| 1503 PENNSLYVANIA AVE NW | WASHINGTON | DC | 20005 | FUNDRAISING CONSULTING | 0 | 0 | 44723 | -44723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 162656 | TotalRetainedByContractors |
| Total Net To Organization | -162656 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PUBLIC SERVICE AWARDS | NameOfEvent1 |
| Gross Receipts Event1 | 547000 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 537655 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 9345 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 207342 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FOUR FREEDOMS DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 17500 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 17500 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 17797 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 564500 | GrossReceiptsTotal |
| Charitable Contributions Total | 537655 | CharitableContributionsTotal |
| Gross Revenue Total Events | 26845 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 225139 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 225139 | DirectExpenseSummaryEvents |
| Net Income Summary | -198294 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Form990 Schedule I Part III Form990ScheduleIPartIII (9 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|
| SCHLESINGER FELLOWSHIP AND HISTORY PRIZE | 3 | 1850 | 0 |
| MOSCOW & ROOSEVELT STUDY CENTER | 3 | 30054 | 0 |
| LEGACY GRANTS TO SCHOLARS | 7 | 6969 | 0 |
| FDR LIBRARY | 16 | 62205 | 0 |
| NAVAL HISTORY PRIZE | 1 | 1500 | 0 |
| CAMPUS NETWORK STIPENDS FOR COLLEGE STUDENTS | 158 | 93625 | 0 |
| MARTIN LUTHER KING SCHOLARSHIP | 2 | 2050 | |
| OTHER SCHOLARSHIPS | 2 | 1500 | |
| CAMPUS NETWORK GRANTS | 15 | 9666 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW RICH | |||||||||||||
| 215000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 42656 | 0 | 257656 | 0 | 0 | 0 |
| GINA POLLARA | |||||||||||||
| 152093 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 38938 | 0 | 191031 | 0 | 0 | 0 |
| DENISE DEVENNY | |||||||||||||
| 135535 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 29801 | 0 | 165336 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DIRECTOR ANNA ELEANOR ROOSEVELT HAS A FAMILY RELATIONSHIP WITH DIRECTOR E. ROOSEVELT JOHNSTON. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY THE TAX PROFESSIONALS IN CONJUNCTION WITH THE INSTITUTE'S ACCOUNTING/FINANCE DEPARTMENT. THE RETURN IS FIRST REVIEWED BY THE EXECUTIVE DIRECTOR AND CFO. THE RETURN IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR FINAL REVIEW BEFORE IT IS FILED. | |
| PROCEDURES FOR MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY ARE STATED IN THE INSTITIUTE'S PERSONNEL POLICY AND PROCEDURES MANUAL. | FORM 990, PART VI, SECTION B, LINE 12C | |
| PROCEDURES FOR ESTABLISHING EXECUTIVE COMPENSATION IS OUTLINED IN THE INSTITUTES' POLICY AND PROCEDURES MANUAL. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE INSTITUTE'S MANAGEMENT MAKES THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 1023 AND ALL 990 TAX INFORMATION AVAILABLE UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE ON-LINE WITH GUIDESTAR. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 506,540. | FORM 990, PART XI, LINE 5: |
| BOARD OVERSIGHT OF AUDITED STATEMENTS | THE INSTITUTE HAS AN AUDIT COMMITTEE WHICH HAS BEEN ASSIGNED THE RESPONSIBILITY TO 1) ENGAGE THE AUDITORS, 2) MEET TO DISCUSS PLANNING, 3) MEET TO REVIEW THE RESULTS OF AUDIT AND DISCUSS THE FINANCIAL STATEMENTS, 4) DISCUSS ANY INTERNAL CONTROL ISSUES, 5) DISCUSS ANY FUTURE ISSUES THAT MIGHT AFFECT THE INSTITUE AND 6) DISCUSS THE TAX RETURN. THE COMMITTEE REPORTS ITS FINDINGS TO THE BOARD. THERE WAS NO CHANGE TO THE POLICY IN THE CURRENT YEAR. | PART XI LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN D ROOSEVELT FOUR FREEDOMS PARK LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 147 WEST 35TH STREET SUITE 601 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237213592 | EIN |
| Primary Activities | ESTABLISHMENT AND CONSTRUCTION OF FDR FOUR FREEDOMS PARK | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Total Income | 19257178 | TotalIncome |
| EOY Assets | 11742359 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN AND ELEANOR ROOSEVELT INSTITUTE | BusinessNameLine1 |