Robertson Foundation
- Assets
- $237.6m
- Revenue
- $4.1m
- Investments
- $185.6m
- Employees
- 0
- Location
- New York, NY
- Founding
- 01/1998
- Data as of
- 11/2023
- EIN
- 13-7068398
Organization Overview
Robertson Foundation is located in New York, NY. The organization was established in 1998. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robertson Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 11/2023, Robertson Foundation generated $4.1m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (9.5%) each year. All expenses for the organization totaled $82.6m during the year ending 11/2023. As we would expect to see with falling revenues, expenses have declined by (1.0%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Robertson Foundation has awarded 1,132 individual grants totaling $1,385,875,315. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Alexander Tucker Robertson Trustee | 1 | $0 | |
Alexandra Robertson Trustee | 1 | $0 | |
Claire Robertson Trustee | 1 | $0 | |
James Freeman MD Trustee | 1 | $0 | |
Julian Hart Robertson III Trustee | 1 | $0 | |
Julian Spencer Robertson Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Bbmg | 11/29/23 | $288,750 |
Pkf O'connor Davies | 11/29/23 | $56,255 |
Open Impact | 11/29/23 | $90,665 |
Patterson Belknap Webb & Tyler Llp | 11/29/23 | $88,498 |
Sydney Morris | 11/29/23 | $96,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3,535,209 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $572,484 |
| Total Revenue | $4,107,693 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,219,250 |
| Other employee salaries and wages | $2,089,149 |
| Pension plans, employee benefits | $914,702 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $36,249 |
| Occupancy | $633,894 |
| Travel, conferences, and meetings | $193,821 |
| Printing and publications | $0 |
| Other expenses | $541,354 |
| Total operating and administrative expenses | $6,619,957 |
| Contributions, gifts, grants paid | $75,982,413 |
| Total expenses and disbursements | $82,602,370 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $398,008 |
| Savings and temporary cash investments | $49,780,336 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $185,630,611 |
| Net Land, buildings, and equipment | $38,204 |
| Other assets | $1,770,679 |
| Total assets | $237,617,838 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Robertson Foundation has awarded $221,608,629 in support to 246 organizations.
| Grant Recipient | Amount |
|---|---|
564 PARK AVENUE PRESERVATION FOUNDATION PURPOSE: MAKING AN ENTRANCE CAMPAIGN | $10,000 |
A HOUSE IN AUSTIN NFP PURPOSE: GENERAL SUPPORT | $5,000 |
ALL HALLOWS HIGH SCHOOL PURPOSE: SCHOLARSHIP SUPPORT | $1,000 |
AMERICANS FOR OXFORD INC PURPOSE: WILDCRU - CONSERVATION OF KEY WILDCAT SPECIES | $680,000 |
AMERICANS FOR OXFORD INC PURPOSE: OXFORD BIG DATA INSTITUTE | $787,628 |
CATHOLIC SCHOOLS FOUNDATIONS INC PURPOSE: BUILDING MINDS DINNER HONORING PETER LYNCH | $25,000 |