Nonprofit · EIN 13-5562226
ROOSEVELT WARM SPRINGS FOUNDATION
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $372,756 | $347,875 | $24,881 | $5,847,989 | $12,978 | $5,835,011 |
| September 30, 2024 | 990-PF | $390,893 | $248,417 | $142,476 | $5,474,844 | $12,978 | $5,461,866 |
| September 30, 2023 | 990-PF | $106,554 | $410,066 | -$303,512 | $4,527,950 | $60,132 | $4,467,818 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $46,392
- Dividends
- $154,895
- Net gain from sales of assets
- $146,809
- Other income
- $24,660
Expenses
- Grants and similar amounts paid
- $261,967
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $269,569
- Excise tax on investment income
- $3,544
Balance sheet and other
- Total assets, start of year
- $5,474,844
- Total assets, end of year
- $5,847,989
- Total liabilities, end of year
- $12,978
- Net assets, end of year
- $5,835,011
- Fair market value of assets
- $5,847,989
- Qualifying distributions
- $269,569
- Net investment income
- $326,364
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES ROOSEVELT JR C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | PRESIDENT & CHAIRMAN | 1 | $0 |
| ANNE E ROOSEVELT C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | VICE PRESIDENT | 1 | $0 |
| TRACY ROOSEVELT C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | TREASURER | 1 | $0 |
| MICHAEL A ROOSEVELT C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | SECRETARY | 1 | $0 |
| MATTHEW ROOSEVELT C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | VICE PRESIDENT | 1 | $0 |
| MARGI BROWNE C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES ROOSEVELT JR C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | PRESIDENT & CHAIRMAN | 1 | $0 |
| ANNE E ROOSEVELT C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | VICE PRESIDENT | 1 | $0 |
| TRACY ROOSEVELT C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | TREASURER | 1 | $0 |
| MICHAEL A ROOSEVELT C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | SECRETARY | 1 | $0 |
| MATTHEW ROOSEVELT C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | VICE PRESIDENT | 1 | $0 |
| MARGI BROWNE C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES ROOSEVELT JR C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | PRESIDENT & CHAIRMAN | 1 | $0 |
| ANNE E ROOSEVELT C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | VICE PRESIDENT | 1 | $0 |
| TRACY ROOSEVELT C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | TREASURER | 1 | $0 |
| MICHAEL A ROOSEVELT C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | SECRETARY | 1 | $0 |
| MATTHEW ROOSEVELT C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | VICE PRESIDENT | 1 | $0 |
| MARGI BROWNE C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- TWO INTERNATIONAL PLACE, BOSTON, MA 02110-4142
- In care of
- % CHOATE HALL & STEWART
- Signed the 990-PF
- JAMES ROOSEVELT JR, PRESIDENT
- Phone
- (617) 248-5000
- Return prepared by
- SAX ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 13-5562226
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1930
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,847,989
- Income (IRS master file)
- $3,472,620
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $372,756 | $347,875 | $5,847,989 | XML |
| 990-PF | September 2024 | $390,893 | $248,417 | $5,474,844 | XML |
| 990-PF | September 2023 | $106,554 | $410,066 | $4,527,950 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-5562226).
Questions about ROOSEVELT WARM SPRINGS FOUNDATION
- What is the EIN of ROOSEVELT WARM SPRINGS FOUNDATION?
- The employer identification number (EIN) of ROOSEVELT WARM SPRINGS FOUNDATION is 13-5562226.
- Is ROOSEVELT WARM SPRINGS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1930.
- Are donations to ROOSEVELT WARM SPRINGS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROOSEVELT WARM SPRINGS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROOSEVELT WARM SPRINGS FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROOSEVELT WARM SPRINGS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of ROOSEVELT WARM SPRINGS FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ROOSEVELT WARM SPRINGS FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $372,756, expenses of $347,875 and total assets of $5,847,989 at year end.
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