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ROBERTSON FOUNDATION

NEW YORK, NY · EIN 137068398 · Form 990PF · FY2024 · NTEE T22Z · Philanthropy & Grantmaking · Micro (<$100K)
revenue
$41K
expenses
$710K
net assets
$279.5M
employees
profile · synthesized from sources

The ROBERTSON FOUNDATION is a private foundation based in New York that makes grants to support education, environmental sustainability, public health, and scientific research. It funds initiatives ranging from K–12 literacy programs in New York City to methane reduction in agriculture and alternative fuels. The foundation also supports scholarships and early-career scientific investigators.

named programs · 4 · from sources

What they call their work

Energy Transition in Latin America
General operating support for research and governance initiatives related to clean energy and transportation in Latin America
Julian and Josie Robertson Fund
Supports the recruitment of young scientific investigators at The Rockefeller University
NYC Reads
Professional learning and program development initiative to improve literacy education in New York City public schools
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
Provides general operating support and scholarships to develop leadership among students
activities · 5 groups

What they do

  • Literacy Program Funding 6 activities
    • Funding AI-powered writing tools development
      Funds Quill.org to develop and initially scale a suite of AI-powered writing activities.
    • Funding NYC Reads through The Fund for Public Schools
      Funds The Fund for Public Schools to support NYC Reads, including professional learning, structural development, and evaluation.
    • Funding elementary reading initiative planning and launch
      Funds Instruction Partners to plan and launch an elementary reading initiative.
    • Funding literacy community of practice development
      Funds the PIE Network to launch and operate a literacy community of practice.
    • Funding middle school writing curriculum redesign
      Funds FishTank Learning to redesign its middle school writing curriculum units.
    • Funding teacher and policymaker engagement for literacy reform
      Funds Educators 4 Excellence to mobilize teachers and elected officials in support of the NYC Reads initiative.
  • Climate Change Research and Advocacy Funding 3 activities
    • Funding clean transportation initiatives in Latin America
      Funds the International Council on Clean Transportation for general operating support focused on work in Latin America.
    • Funding energy transition governance in Latin America
      Funds the Natural Resource Governance Institute for general operating support related to energy transition in Latin America.
    • Funding methane reduction and alternative fuels initiatives
      Funds the Environmental Defense Fund to reduce agricultural methane emissions and improve alternative fuels.
  • Genetic and Neurological Disease Research Funding 1 activity
    • Funding Alzheimer's disease research
      Funds the Alzheimer's Disease and Related Disorders Association to accelerate cross-disciplinary discovery research.
  • Medical Research Funding 1 activity
    • Funding early-career scientific research at The Rockefeller University
      Funds The Rockefeller University through the Julian and Josie Robertson Fund to recruit young investigators.
  • Multi-Institution Scholarship Funding 1 activity
    • Funding the Robertson Scholars Leadership Program
      Funds the Robertson Scholars Leadership Program for general operating support and scholarships.
financials · form 990PF · fy2024
revenue
Total revenue$41K
Contributions & grants
Program service revenue
Investment income$14K34%
Other revenue
expenses
Total expenses$710K
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$97K
Grants paid out$20.62M
balance sheet
Total assets$279.53M
Cash
Investments
Liabilities
Net assets$279.53M
6 years on record · 2019–2024 · YoY revenue -100.0%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 2
NameTitleHours/wkCompensation
RICHARD BARTH JR PRESIDENT 25 $72K
KELSEY CREDE EXECUTIVE DIRECTOR 40 $36K
board members · 8
  • ALEXANDER TUCKER ROBERTSON — TRUSTEE
  • ALEXANDRA ROBERTSON — TRUSTEE
  • CLAIRE ROBERTSON — TRUSTEE
  • JAMES FREEMAN — TRUSTEE
  • JULIAN HART ROBERTSON III — TRUSTEE
  • JULIAN SPENCER ROBERTSON — TRUSTEE
  • SARAH ROBERTSON — TRUSTEE
  • WYNDHAM ROBERTSON — TRUSTEE
relationships · 12

Who they work with

  • ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC Partner — Receives funding to accelerate cross-disciplinary discovery research.
  • EDUCATORS 4 EXCELLENCE Partner — Receives funding to mobilize teachers and elected officials for NYC Reads.
  • ENVIRONMENTAL DEFENSE FUND INC Partner — Receives funding to reduce agricultural methane and improve alternative fuels.
  • FISHTANK LEARNING Partner — Receives funding to redesign middle school writing curriculum units.
  • INSTRUCTION PARTNERS Partner — Receives funding to plan and launch an elementary reading initiative.
  • INTERNATIONAL COUNCIL ON CLEAN TRANSPORTATION INC Partner — Receives general operating support for work in Latin America.
  • NATURAL RESOURCE GOVERNANCE INSTITUTE Partner — Receives general operating support for energy transition work in Latin America.
  • PIE NETWORK Partner — Receives funding to launch and operate a literacy community of practice.
  • QUILLORG Partner — Receives funding to develop and scale AI-powered writing activities.
  • ROBERTSON SCHOLARS LEADERSHIP PROGRAM Partner — Receives funding for general operating support and scholarships.
  • THE FUND FOR PUBLIC SCHOOLS INC Partner — Receives funding to support NYC Reads, including professional learning and evaluation.
  • THE ROCKEFELLER UNIVERSITY Partner — Receives funding through the Julian and Josie Robertson Fund to recruit young investigators.