Robertson Foundation
- Assets
- $308.1m
- Revenue
- $104.5m
- Investments
- $193.2m
- Employees
- 0
- Location
- New York, NY
- Founding
- 01/1998
- Data as of
- 11/2021
- 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 11/2021, Robertson Foundation generated $104.5m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (4.5%) each year. All expenses for the organization totaled $92.2m during the year ending 11/2021. As we would expect to see with falling revenues, expenses have declined by (5.8%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Robertson Foundation has awarded 660 individual grants totaling $909,707,901. 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 |
|---|---|---|---|
Kelsey Finkel Executive Director | 40 | $425,512 | |
Ruth Brenner Director Of Administ | 40 | $238,844 | |
Leighanne Olsen Program Director | 40 | $234,854 | |
Deborah Rutigliano Controller | 40 | $224,977 | |
Christy Loper Program Director | 40 | $216,986 | |
Sarah I Geathers Program Officer | 40 | $180,188 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Spencer Stuart Inc | 11/29/21 | $192,000 |
Pkf O'connor Davies Llp | 11/29/21 | $57,100 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $100,000,000 |
| Interest on Savings | $1,611 |
| Dividends & Interest | $658,187 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,542,182 |
| Capital Gain Net Income | $3,542,182 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $338,947 |
| Total Revenue | $104,540,927 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $540,512 |
| Other employee salaries and wages | $2,033,454 |
| Pension plans, employee benefits | $730,027 |
| Interest | $0 |
| Taxes | $5,151 |
| Depreciation | $26,235 |
| Occupancy | $668,324 |
| Travel, conferences, and meetings | $35,205 |
| Printing and publications | $0 |
| Other expenses | $255,951 |
| Total operating and administrative expenses | $4,717,714 |
| Contributions, gifts, grants paid | $87,495,207 |
| Total expenses and disbursements | $92,212,921 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $247,123 |
| Savings and temporary cash investments | $105,232,228 |
| 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 | $193,152,393 |
| Net Land, buildings, and equipment | $39,450 |
| Other assets | $9,457,853 |
| Total assets | $308,129,047 |
| 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 $328,649,329 in support to 205 organizations.
| Grant Recipient | Amount |
|---|---|
New York, NY PURPOSE: SUPOORT FOR PHASE II OF SUCCESS ACADEMY CHARTER SCHOOLS' EDUCATION INSTITUTE. | $50,000,000 |
New York, NY PURPOSE: SUPPORT FOR EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE. | $32,622,238 |
New York, NY PURPOSE: GENERAL OPERATING SUPPORT AND SCHOLARSHIPS. | $25,500,000 |
New York, NY PURPOSE: RENEWED SUPPORT FOR THERAPEUTIC DEVELOPMENT FUND. | $21,200,000 |
New York, NY PURPOSE: SUPPORT FOR DECARBONIZING THE TRUCKING SECTOR. | $21,000,000 |
New York, NY PURPOSE: SUPPORT FOR THE NEUROSCIENCE INVESTIGATOR AWARDS. | $16,751,342 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Wellspring Philantropic Fund Inc New York, NY | $117,589,910 | $175,211,153 |
Pew Memorial Trust Philadelphia, PA | $3,258,905,531 | $312,519,832 |
Barr Foundation Boston, MA | $1,838,977,066 | $449,148,867 |
The Bessemer Giving Fund Woodbridge, NJ | $757,899,558 | $291,598,256 |
J E Barbey 8 Tenacre Foundation Pittsburgh, PA | $817,905 | $68,136,758 |
S & G Foundation albany, NY | $1,180,089,159 | $294,936,683 |
Steven & Alexandra Cohen Foundation Inc Stamford, CT | $524,605,658 | $98,007,018 |
Starr Foundation New York, NY | $1,351,331,495 | $187,314,215 |
Robertson Foundation New York, NY | $308,129,047 | $104,540,927 |
William Randolph Hearst Foundation New York, NY | $0 | $92,096,829 |
Foundation For A Just Society New York, NY | $0 | $262,120,919 |
Surdna Foundation Inc New York, NY | $0 | $71,392,126 |