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Form 990-PFTax year 2024EIN 13-7068398

Robertson Foundation

A private foundation in New York, NY. Its return for tax year 2024 lists 36 grants and $20.6 million paid in grants.

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Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $20,616,947

    Grants listed
    36
    Assets, end of year
    $279,534,145

  • Tax year 2023

    $105,166,850

    Grants listed
    256
    Assets, end of year
    $300,820,477

  • Tax year 2022

    $75,982,413

    Grants listed
    224
    Assets, end of year
    $237,617,838

  • Tax year 2021

    $78,678,269

    Grants listed
    199
    Assets, end of year
    $316,112,515

  • Tax year 2020

    $87,495,207

    Grants listed
    172
    Assets, end of year
    $308,129,047

  • Tax year 2019

    $85,992,961

    Grants listed
    185
    Assets, end of year
    $295,801,041

  • Tax year 2018

    $81,713,788

    Grants listed
    210
    Assets, end of year
    $385,373,960

Grants paid in 2024

36 grants, largest first

As listed on the return.

  1. Robertson Scholars Leadership ProgramNew York, NY

    General operating support and scholarships

    $4,898,822
  2. Environmental Defense Fund IncNew York, NY

    Support work to reduce agricultural methane and improve alternative fuels

    $4,000,000
  3. The Fund for Public Schools IncNew York, NY

    Support for NYC reads - professional learning - creating structures and evaluation

    $3,000,000
  4. Alzheimers Disease and Related Disorders Association IncChicago, IL

    Accelerate impactful, cross-disciplinary discover research

    $2,000,000
  5. The Rockefeller UniversityNew York, NY

    2nd grant supporting the julian and josie robertson fund to recruit young investigators

    $1,100,000
  6. International Council on Clean Transportation IncWashington, DC

    General operating support - work in latin america

    $1,000,000
  7. Educators 4 ExcellenceNew York, NY

    Support for a campaign to mobilize teachers and elected officials in support of NYC reads

    $600,000
  8. Fishtank LearningBrookline, MA

    Support for the redesign of fishtank's middle school writing units

    $600,000
  9. QuillorgNew York, NY

    Support for the development and initial scaling of a suite of ai-powered writing activities

    $600,000
  10. Instruction PartnersNashville, TN

    Support for planning and launch of the elementary reading initiative

    $500,000
  11. Natural Resource Governance InstituteNew York, NY

    General operating support - energy transition in latin america

    $500,000
  12. Pie NetworkMinneapolis, MN

    Support for the launch and operation of a literacy community of practice

    $450,000
  13. ImentorNew York, NY

    Support for the julian prize

    $300,000
  14. Teaching Matters IncNew York, NY

    Support for the iteration and scaling of the early learning matters (elm) program in NYC

    $300,000
  15. Teach PlusBoston, MA

    Reimagining teaching roadmap and teaching role

    $250,000
  16. Princeton UniversityPrinceton, NJ

    Support for TBD squash fund

    $140,000
  17. Memorial Sloan-Kettering Cancer CenterNew York, NY

    General support

    $125,000
  18. The Chapel of the CrossChapel Hill, NC

    2025 annual fund

    $40,000
  19. UNC of NC at Chapel HillChapel Hill, NC

    Marco aleman fund for campos excellence

    $37,625
  20. Sacred Heart GreenwichGreenwich, CT

    General support

    $25,000
  21. City Squash IncBronx, NY

    JHR memorial squash center

    $20,000
  22. New Zealand Olympic Committee AmericanNew York, NY

    General support

    $20,000
  23. Opportunity Labs Foundation IncBrielle, NJ

    To build field knowledge and decision-making frameworks re; ai in education

    $20,000
  24. Public Ed WorksRaleigh, NC

    General support

    $15,000
  25. Christ Church GreenwichGreenwich, CT

    Support for annual fund

    $10,000
  26. Deerfield AcademyDeerfield, MA

    Class of 1997 scholarship fund

    $10,000
  27. Playmakers Repertory CompanyChapel Hill, NC

    Annual fund 2024-2025

    $10,000
  28. Teach for America - NC RegionAtlanta, GA

    Support for tfa-eastern north carolina region

    $10,000
  29. UNC of NC at Chapel HillChapel Hill, NC

    General support for geography department

    $10,000
  30. Boys and Girls Club of GreenwichGreenwich, CT

    General support

    $5,000
  31. Episcopal Charities of New YorkNew York, NY

    General support

    $5,000
  32. Inter-Faith Council for Social ServiceCarrboro, NC

    General support

    $5,000
  33. Heu LearningNew York, NY

    General support

    $3,500
  34. InspirenolaNew Orleans, LA

    Support mcmain high school robotics

    $3,500
  35. Brick City RowingNewark, NJ

    General support

    $2,000
  36. The Gift TrustNew Zealand

    Support for domain lodge

    $1,500

Approved for future payment

45 grants

Approved in 2024 and not yet paid.

  1. Robertson Scholars Leadership ProgramNew York, NY

    General operating support and scholarships

    $25,181,178
  2. Success Academy Charter SchoolsNew York, NY

    Support teacher training and certified training institute

    $24,000,000
  3. New York STEM Cell FoundationNew York, NY

    Support for early career investigator awards program, STEM cell prize and conference

    $15,677,799
  4. The Fund for Public SchoolsNew York, NY

    Support for NYC reads

    $7,000,000
  5. The Rockefeller UniversityNew York, NY

    Therapeutics development fund

    $6,500,000
  6. Alzheimers Disease and Related Disorders Association IncChicago, IL

    Accel research to get fuller picture of bio of adandrd

    $6,000,000
  7. The Boys' Club of New YorkNew York, NY

    General operating support

    $5,000,000
  8. Environmental Defense Fund IncNew York, NY

    Decarbonizing the trucking sector, reducing agricultural methane emissions and catalyzing greater climate ambition in china

    $4,000,000
  9. Iniciativa Climatica de MexicoMexico City, Mexico

    General operating support to advance clean energy transition in mexico

    $4,000,000
  10. Memorial Sloan-Kettering Cancer CenterNew York, NY

    Josie robertson investigators program

    $3,600,000
  11. Cancer Research InstituteNew York, NY

    Support for lloyd j. Old star program

    $3,437,500
  12. Protestant Episcopal High School in VaAlexandria, VA

    Creation and maintenance of JHR memorial garden

    $2,500,000
  13. Windward FundWashington, DC

    Coordinate and fund plant-based and alternative proteins

    $2,500,000
  14. Center for Public Research and LeadershipNew York, NY

    General operating support

    $2,150,000
  15. Rockefeller Philanthropy Advisors IncNew York, NY

    Stop expansion of oil and gas

    $2,125,000
  16. Research Foundation of CUNYNew York, NY

    General operating support

    $1,500,000
  17. Stanford Brain Development and Education LabStanford, CA

    General operating support

    $1,500,000
  18. City Squash IncBronx, NY

    General operating support

    $1,300,000
  19. Americans for Oxford IncNew York, NY

    Support for felid program and panther diploma program

    $1,149,096
  20. Instituto Clima E SociedadeRio de Janeiro, Brazil

    General operating support

    $1,125,000
  21. EarthjusticeSan Francisco, CA

    Support for coal and clean energy work

    $1,000,000
  22. Fishtank LearningBrookline, MA

    General operating support for redesign of fishtank's middle school

    $1,000,000
  23. International Council on Clean TransportationWashington, DC

    General operating support

    $1,000,000
  24. QuillorgNew York, NY

    Support for development and initial scaling of ai powered curriculum

    $1,000,000
  25. Refed IncChicago, IL

    Support program design for core teaching

    $1,000,000
  26. Stichting Foundation for International Law and the EnvironmentAmsterdam, Netherlands

    General operating support

    $1,000,000
  27. Philanthropy New YorkNew York, NY

    Education ecosystem via sydney morris

    $750,000
  28. The Meliore FoundationBrussels, Belgium

    General operating support

    $750,000
  29. World Resources InstituteWashington, DC

    Support implementation of philanthropic roadmap on food loss and waste

    $750,000
  30. Movement Strategy CenterOakland, CA

    General operating support for heal food alliance

    $666,000
  31. C40 Cities Climate Leadership Group IncNew York, NY

    General operating support

    $500,000
  32. Natural Resource Governance InstituteNew York, NY

    General operating support of nrgi's work on just energy transition in latin america

    $500,000
  33. Plant Based Food InstituteSan Francisco, CA

    General operating support

    $500,000
  34. St Francis CollegeBrooklyn, NY

    General operating support

    $500,000
  35. TransformaBogota, Colombia

    General operating support

    $500,000
  36. Educators 4 ExcellenceNew York, NY

    General operating support

    $400,000
  37. Teaching Matters IncNew York, NY

    General operating support for iteration and scaling of early learning matters

    $300,000
  38. Asociacion InteramericanaSan Francisco, CA

    Amazon free from oil and gas project

    $250,000
  39. Associacao Arayara de Educacao E CulturaCuritiba, Brazil

    Support work to avoid oil and gas dependence

    $250,000
  40. Global Greengrants FundBoulder, CO

    General operating support

    $250,000
  41. Movilizatorio LLCBogota, Colombia

    Promote a just transition to a cleaner economy in columbia

    $250,000
  42. Transcend IncHastings HDSN, NY

    Assessment of effectiveness of emerging and existing teacher role

    $250,000
  43. Pie NetworkMinneapolis, MN

    General operating support for launch and operation of pie literacy community

    $200,000
  44. Literacy Academy CollectiveBrooklyn, NY

    General operating support

    $100,000
  45. Bloomfield Public Library FoundationBloomfield, NJ

    General support

    $3,500

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Environment2 grants $5,000,00031% of the total
  2. Philanthropy and grantmaking1 grant $4,898,82230% of the total
  3. Education10 grants $3,368,50021% of the total
  4. Health2 grants $2,125,00013% of the total
  5. International aid1 grant $500,0003% of the total
  6. Youth development2 grants $305,0002% of the total
  7. 2 other causes3 grants $42,000<1% of the total

By State

Grants to organizations with a US address, latest year.

  1. New York14 grants $15,472,322
  2. Illinois1 grant $2,000,000
  3. District of Columbia1 grant $1,000,000
  4. Massachusetts3 grants $860,000
  5. Tennessee1 grant $500,000
  6. Minnesota1 grant $450,000
  7. New Jersey3 grants $162,000
  8. North Carolina6 grants $117,625
  9. Connecticut3 grants $40,000
  10. Georgia1 grant $10,000

Officers, directors and trustees

10 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Julian Spencer RobertsonTRUSTEE Hours 1Pay $0
  • Julian Hart Robertson IIITRUSTEE Hours 1Pay $0
  • Alexander Tucker RobertsonTRUSTEE Hours 1Pay $0
  • Alexandra RobertsonTRUSTEE Hours 1Pay $0
  • Sarah RobertsonTRUSTEE Hours 1Pay $0
  • Claire RobertsonTRUSTEE Hours 1Pay $0
  • Wyndham RobertsonTRUSTEE Hours 1Pay $0
  • James FreemanTRUSTEE Hours 1Pay $0
  • Richard Barth JrPRESIDENT Hours 25Pay $64,692
  • Kelsey CredeEXECUTIVE DIRECTOR Hours 40Pay $32,000

The return

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