Roosevelt Warm Springs Foundation

Boston, MA
Tax-exempt since Dec. 1930
EIN: 13-5562226

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$391k (2024)

Expenses

$248k (2024)

Total Assets

$5.47M (2024)

Total Liabilities

$13k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Revenue

$390,893

Expenses

$248,417

Net Income

$142,476

Net Assets

$5,461,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$21,273	5.4%
Interest Revenue	$0
Dividends	$124,252	31.8%
Sales of Assets	$197,877	50.6%
Other Income	$47,491	12.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,168	73.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,474,844
Total Liabilities	$12,978
Net Assets	$5,461,866

Compensation

Key Employees and Officers	Compensation	Other
James Roosevelt Jr (President & Chairman)	$0	$0
Anne E Roosevelt (Vice President)	$0	$0
Tracy Roosevelt (Treasurer)	$0	$0
Michael A Roosevelt (Secretary)	$0	$0
Matthew Roosevelt (Vice President)	$0	$0
Margi Browne (Vice President)	$0	$0

+ View more people

990-PF

Filed on Feb. 11, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2023

Revenue

$106,554

Expenses

$410,066

Net Income

-$303,512

Net Assets

$4,467,818

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,515	15.5%
Interest Revenue	$0
Dividends	$98,816	92.7%
Sales of Assets	-$62,251
Other Income	$53,474	50.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$347,482	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,527,950
Total Liabilities	$60,132
Net Assets	$4,467,818

Compensation

Key Employees and Officers	Compensation	Other
James Roosevelt Jr (President & Chairman)	$0	$0
Anne E Roosevelt (Vice President)	$0	$0
Tracy Roosevelt (Treasurer)	$0	$0
Michael A Roosevelt (Secretary)	$0	$0
Matthew Roosevelt (Vice President)	$0	$0
Margi Browne (Vice President)	$0	$0

+ View more people

990-PF

Filed on Feb. 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$282,464

Expenses

$347,082

Net Income

-$64,618

Net Assets

$4,264,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$27,967	9.9%
Interest Revenue	$0
Dividends	$59,864	21.2%
Sales of Assets	$130,624	46.2%
Other Income	$64,009	22.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,753	78.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,358,228
Total Liabilities	$93,844
Net Assets	$4,264,384

Compensation

Key Employees and Officers	Compensation	Other
James Roosevelt Jr (President & Chairman)	$0	$0
Anne E Roosevelt (Vice President)	$0	$0
Tracy Roosevelt (Treasurer)	$0	$0
Michael A Roosevelt (Secretary)	$0	$0
Matthew Roosevelt (Vice President)	$0	$0
Margi Browne (Vice President)	$0	$0

+ View more people

990-PF

Filed on Dec. 21, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2021

Revenue

$461,400

Expenses

$345,065

Net Income

$116,335

Net Assets

$5,983,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$41,357	9.0%
Interest Revenue	$0
Dividends	$147,221	31.9%
Sales of Assets	$249,681	54.1%
Other Income	$23,141	5.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,992	78.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,996,849
Total Liabilities	$12,978
Net Assets	$5,983,871

Compensation

Key Employees and Officers	Compensation	Other
James Roosevelt Jr (President & Chairman)	$0	$0
Anne E Roosevelt (Vice President)	$0	$0
Tracy Roosevelt (Treasurer)	$0	$0
Michael A Roosevelt (Secretary)	$0	$0
Matthew Roosevelt (Vice President)	$0	$0
Margi Browne (Vice President)	$0	$0

+ View more people

990-PF

Filed on Feb. 24, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2020

Revenue

$305,137

Expenses

$275,444

Net Income

$29,693

Net Assets

$5,171,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,934	9.5%
Interest Revenue	$1,638	0.5%
Dividends	$101,622	33.3%
Sales of Assets	$152,768	50.1%
Other Income	$20,175	6.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,378	75.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,279,342
Total Liabilities	$107,844
Net Assets	$5,171,498

Compensation

Key Employees and Officers	Compensation	Other
James Roosevelt Jr (President & Chairman)	$0	$0
Anne E Roosevelt (Vice President)	$0	$0
Tracy Roosevelt (Treasurer)	$0	$0
Michael A Roosevelt (Secretary)	$0	$0
Matthew Roosevelt (Vice President)	$0	$0
Margi Browne (Vice President)	$0	$0

+ View more people

990-PF

Filed on Aug. 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2019

Revenue

$338,034

Expenses

$395,345

Net Income

-$57,311

Net Assets

$4,708,714

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,040	8.9%
Interest Revenue	$4,292	1.3%
Dividends	$135,011	39.9%
Sales of Assets	$141,617	41.9%
Other Income	$27,074	8.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$319,403	80.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,816,558
Total Liabilities	$107,844
Net Assets	$4,708,714

Compensation

Key Employees and Officers	Compensation	Other
James Roosevelt Jr (President)	$0	$0
Anne E Roosevelt (Vice President)	$0	$0
Tracy Roosevelt (Vice President)	$0	$0
Michael A Roosevelt (Secretary)	$0	$0
Edward J Davis (Treasurer)	$0	$0
Matthew J Roosevelt (Vice President)	$0	$0

+ View more people

990-PF

Filed on Aug. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$642,358

Expenses

$226,064

Net Income

$416,294

Net Assets

$4,913,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$27,820	4.3%
Interest Revenue	$2,263	0.4%
Dividends	$119,937	18.7%
Sales of Assets	$465,415	72.5%
Other Income	$26,923	4.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,009	67.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,980,783
Total Liabilities	$67,225
Net Assets	$4,913,558

Compensation

Key Employees and Officers	Compensation	Other
James Roosevelt Jr (President)	$0	$0
Anne E Roosevelt (Vice President)	$0	$0
Tracy Roosevelt (Vice President)	$0	$0
Michael A Roosevelt (Secretary)	$0	$0
Edward J Davis (Treasurer)	$0	$0
Matthew J Roosevelt (Vice President)	$0	$0

+ View more people

990-PF

Filed on Aug. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$277,745

Expenses

$222,862

Net Income

$54,883

Net Assets

$4,726,135

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,718	11.1%
Interest Revenue	$652	0.2%
Dividends	$106,527	38.4%
Sales of Assets	$120,079	43.2%
Other Income	$19,769	7.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,201	56.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,824,589
Total Liabilities	$98,454
Net Assets	$4,726,135

Compensation

Key Employees and Officers	Compensation	Other
James Roosevelt Jr (President)	$0	$0
Anne E Roosevelt (Vice President)	$0	$0
Tracy Roosevelt (Vice President)	$0	$0
Michael A Roosevelt (Secretary)	$0	$0
Edward J Davis (Treasurer)	$0	$0
Matthew J Roosevelt (Vice President)	$0	$0

+ View more people

990-PF

Filed on Aug. 31, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2015

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2014

Revenue

$301,857

Expenses

$316,647

Net Income

-$14,790

Net Assets

$3,713,373

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$30,698	10.2%
Program Services	$0
Investment Income	$110,927	36.7%
Bond Proceeds	$0
Royalties	$44,183	14.6%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$116,049	38.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,905,307
Total Liabilities	$191,934
Net Assets	$3,713,373

Compensation

Key Employees and Officers	Compensation	Related	Other
James Roosevelt Jr (Chairman / President / Boa)	$0	$0	$0
Dr Ernest W Johnson (V.P. / Board Member)	$0	$0	$0
Michael A Roosevelt (Secretary / Board Member)	$0	$0	$0
Anne E Roosevelt (V.P. / Board Member)	$0	$0	$0
Edward J Davis (Treasurer / Board Member)	$0	$0	$0

+ View more people

990

Filed on Aug. 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2013

Revenue

$14,629

Expenses

$183,489

Net Income

-$168,860

Net Assets

$3,728,163

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$31,842	> 100%
Program Services	$0
Investment Income	$118,958	> 100%
Bond Proceeds	$0
Royalties	$53,155	> 100%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$189,326
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,835,236
Total Liabilities	$107,073
Net Assets	$3,728,163

990

Filed on Sept. 15, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2012

Revenue

$253,070

Expenses

$134,322

Net Income

$118,748

Net Assets

$3,908,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$81,785	32.3%
Program Services	$0
Investment Income	$119,167	47.1%
Bond Proceeds	$0
Royalties	$51,879	20.5%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$239	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,968,397
Total Liabilities	$60,326
Net Assets	$3,908,071

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$419,221

Expenses

$207,385

Net Income

$211,836

Net Assets

$3,805,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$6,571	1.6%
Program Services	$0
Investment Income	$130,762	31.2%
Bond Proceeds	$0
Royalties	$33,576	8.0%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$248,312	59.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,922,185
Total Liabilities	$116,202
Net Assets	$3,805,983

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated June 30, 2025

Roosevelt Warm Springs Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $391k (2024)

Expenses $248k (2024)

Total Assets $5.47M (2024)

Total Liabilities $13k (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2015

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

Revenue

$391k (2024)

Expenses

$248k (2024)

Total Assets

$5.47M (2024)

Total Liabilities

$13k (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001