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THE ROOSEVELT INSTITUTE

Company Details

Name: THE ROOSEVELT INSTITUTE
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 30 May 1972 (53 years ago)
Entity Number: 331090
ZIP code: 10022
County: New York
Place of Formation: New York
Address: 570 LEXINGTON AVENUE, 5TH FLOOR, NEW YORK, NY, United States, 10022

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROOSEVELT INSTITUTE 403B DC PLAN 2023 237213592 2024-06-28 ROOSEVELT INSTITUTE 120
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 2124449130
Plan sponsor’s address 570 LEXINGTON AVE 5TH FL, NEW YORK, NY, 100226837
ROOSEVELT INSTITUTE 403B DC PLAN 2022 237213592 2023-06-29 ROOSEVELT INSTITUTE 120
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 2124449130
Plan sponsor’s address 570 LEXINGTON AVE 5TH FL, NEW YORK, NY, 100226837
ROOSEVELT INSTITUTE 403B DC PLAN 2021 237213592 2022-06-27 ROOSEVELT INSTITUTE 103
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 2124449130
Plan sponsor’s address 570 LEXINGTON AVE 5TH FL, NEW YORK, NY, 100226837
ROOSEVELT INSTITUTE 403B DC PLAN 2020 237213592 2021-07-01 ROOSEVELT INSTITUTE 106
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 2124449130
Plan sponsor’s address 570 LEXINGTON AVE 5TH FL, NEW YORK, NY, 100226837
ROOSEVELT INSTITUTE 403B DC PLAN 2019 237213592 2020-06-02 ROOSEVELT INSTITUTE 92
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 2124449130
Plan sponsor’s address 570 LEXINGTON AVE 5TH FL, NEW YORK, NY, 100226837

Agent

Name Role Address
N/A FRANKLIN D. ROOSEVELT Agent LIBRARY, HYDE PARK, NY, 12538

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 570 LEXINGTON AVENUE, 5TH FLOOR, NEW YORK, NY, United States, 10022

History

Start date End date Type Value
2017-08-16 2020-02-20 Address 570 LEXINGTON AVENUE 5TH FLOOR, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2003-08-19 2017-08-16 Address 4079 ALBANY POST ROAD, HYDE PARK, NY, 12538, USA (Type of address: Service of Process)
1987-02-26 2020-02-20 Name THE FRANKLIN AND ELEANOR ROOSEVELT INSTITUTE
1987-02-26 2003-08-19 Address LIBRARY, HYDE PARK, NY, 12538, USA (Type of address: Service of Process)
1972-05-30 1987-02-26 Name THE ELEANOR ROOSEVELT INSTITUTE

Filings

Filing Number Date Filed Type Effective Date
200220000570 2020-02-20 CERTIFICATE OF AMENDMENT 2020-02-20
170816000585 2017-08-16 CERTIFICATE OF CHANGE 2017-08-16
080424000317 2008-04-24 CERTIFICATE OF MERGER 2008-04-24
C348481-2 2004-06-07 ASSUMED NAME LLC INITIAL FILING 2004-06-07
030819000457 2003-08-19 CERTIFICATE OF AMENDMENT 2003-08-19
B483935-9 1987-04-14 CERTIFICATE OF MERGER 1987-04-14
B462381-5 1987-02-26 CERTIFICATE OF AMENDMENT 1987-02-26
992146-13 1972-05-30 CERTIFICATE OF INCORPORATION 1972-05-30

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
23-7213592 Association Unconditional Exemption 570 LEXINGTON AVE 5TH FLOOR, NEW YORK, NY, 10022-6837 1972-08
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 10,000,000 to 49,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 37532512
Income Amount 16379620
Form 990 Revenue Amount 13214279
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name ROOSEVELT INSTITUTE
EIN 23-7213592
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name ROOSEVELT INSTITUTE
EIN 23-7213592
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name ROOSEVELT INSTITUTE
EIN 23-7213592
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name ROOSEVELT INSTITUTE
EIN 23-7213592
Tax Period 201912
Filing Type P
Return Type 990
File View File
Organization Name ROOSEVELT INSTITUTE
EIN 23-7213592
Tax Period 201912
Filing Type P
Return Type 990T
File View File
Organization Name ROOSEVELT INSTITUTE
EIN 23-7213592
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name FRANKLIN AND ELEANOR ROOSEVELT INSTITUTE
EIN 23-7213592
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name FRANKLIN AND ELEANOR ROOSEVELT INSTITUTE
EIN 23-7213592
Tax Period 201612
Filing Type P
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9877717700 2020-05-01 0202 PPP 570 Lexington Avenue, New York, NY, 10022-6837
Loan Status Date 2021-02-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 821600
Loan Approval Amount (current) 821600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 317954
Servicing Lender Name Newtek Small Business Finance, Inc.
Servicing Lender Address 1981 Marcus Avenue, LAKE SUCCESS, NY, 11042
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address New York, NEW YORK, NY, 10022-6837
Project Congressional District NY-12
Number of Employees 58
NAICS code 611710
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 317954
Originating Lender Name Newtek Small Business Finance, Inc.
Originating Lender Address LAKE SUCCESS, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 827533.78
Forgiveness Paid Date 2021-01-25

Date of last update: 18 Mar 2025

Sources: New York Secretary of State