Robertson Foundation
EIN 137068398Total Given 2020–2024
$1.3B
976 grants · $250.9M avg/year
based on 5 yrs of IRS 990-PF records on file
$100M+/yr
mega funder
capacity
$25K
typical mid grants · $10K–$670K
grant size
30%
supporter · 132/447 multi-year
repeat
$507.2M
Assets (2024)
447
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(212) 984-5700
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $508.8M | $6.8M | N/A |
| 2020 | $295.3M | $503.9M | $2.1M | 218 |
| 2021 | $328.6M | $572.8M | $104.5M | 205 |
| 2022 | $254.6M | $485.7M | $93.3M | 226 |
| 2023 | $221.6M | $422.4M | $4.1M | 246 |
| 2024 | $154.5M | $507.2M | $41K | 81 |
Grant Size Distribution
Based on 976 grants on record
Minimum
$500
25th Pctl
$10K
Median
$25K
Average
$1.3M
75th Pctl
$670K
Maximum
$50.0M
Geographic Distribution
Texas Counties Served
0.5% of US grants
· Rank #19 of 31 states
$80K across
5 grants
3 of 254 counties
Top 3 counties
- 1 Harris
- 2 Travis
- 3 Dallas
Officers & Directors
RB
Richard Barth Jr
President
Leadership
KC
Kelsey Crede
Executive Director
Leadership
JR
Julian Spencer Robertson
6+ yrs
Trustee
JF
James Freeman
Trustee
WR
Wyndham Robertson
6+ yrs
Trustee
CR
Claire Robertson
6+ yrs
Trustee
SR
Sarah Robertson
6+ yrs
Trustee
AR
Alexandra Robertson
6+ yrs
Trustee
AR
Alexander Tucker Robertson
6+ yrs
Trustee
JR
Julian Hart Robertson III
6+ yrs
Trustee
RB
Richard Barth
2 yrs
President
Leadership
KF
Kelsey Finkel
5 yrs
Executive Director
Leadership
AR
Alexandra Robertson
6+ yrs
Trustee
WR
Wyndham Robertson
6+ yrs
Trustee
SR
Sarah Robertson
6+ yrs
Trustee
JR
Julian Spencer Robertson
6+ yrs
Trustee
JR
Julian Hart Robertson III
6+ yrs
Trustee
JM
James Freeman Md
5 yrs
Trustee
CR
Claire Robertson
6+ yrs
Trustee
AR
Alexander Tucker Robertson
6+ yrs
Trustee
JH
John Hood
4 yrs
President
Leadership
RB
Richard Barth
2 yrs
President
Leadership
KF
Kelsey Finkel
5 yrs
Executive Director
Leadership
AR
Alexandra Robertson
6+ yrs
Trustee
AR
Alexander Tucker Robertson
6+ yrs
Trustee
CR
Claire Robertson
6+ yrs
Trustee
JM
James Freeman Md
5 yrs
Trustee
JR
Julian H Robertson Jr
4 yrs
Trustee
JR
Julian Hart Robertson III
6+ yrs
Trustee
JR
Julian Spencer Robertson
6+ yrs
Trustee
SR
Sarah Robertson
6+ yrs
Trustee
WR
Wyndham Robertson
6+ yrs
Trustee
JH
John Hood
4 yrs
President
Leadership
KF
Kelsey Finkel
5 yrs
Executive Director
Leadership
JR
Julian Hart Robertson III
6+ yrs
Trustee
JR
Julian Spencer Robertson
6+ yrs
Trustee
SR
Sarah Robertson
6+ yrs
Trustee
WR
Wyndham Robertson
6+ yrs
Trustee
AR
Alexander Tucker Robertson
6+ yrs
Trustee
AR
Alexandra Robertson
6+ yrs
Trustee
CR
Claire Robertson
6+ yrs
Trustee
DS
Dr Aaron Stern
3 yrs
Trustee
JM
James Freeman Md
5 yrs
Trustee
JG
John Griffin
3 yrs
Trustee
JR
Julian H Robertson Jr
4 yrs
Trustee
JH
John Hood
4 yrs
President
Leadership
KF
Kelsey Finkel
5 yrs
Executive Director
Leadership
CR
Claire Robertson
6+ yrs
Trustee
SR
Sarah Robertson
6+ yrs
Trustee
AR
Alexandra Robertson
6+ yrs
Trustee
AR
Alexander Tucker Robertson
6+ yrs
Trustee
JR
Julian Hart Robertson III
6+ yrs
Trustee
JR
Julian Spencer Robertson
6+ yrs
Trustee
JR
Julian H Robertson Jr
4 yrs
Trustee
JM
James Freeman Md
5 yrs
Trustee
WR
Wyndham Robertson
6+ yrs
Trustee
JG
John Griffin
3 yrs
Trustee
DS
Dr Aaron Stern
3 yrs
Trustee
JH
John Hood
4 yrs
President
Leadership
KF
Kelsey Finkel
5 yrs
Executive Director
Leadership
JR
Julian H Robertson Jr
4 yrs
Trustee
JG
John Griffin
3 yrs
Trustee
WR
Wyndham Robertson
6+ yrs
Trustee
JM
James Freeman Md
5 yrs
Trustee
DS
Dr Aaron Stern
3 yrs
Trustee
CR
Claire Robertson
6+ yrs
Trustee
SR
Sarah Robertson
6+ yrs
Trustee
AR
Alexandra Robertson
6+ yrs
Trustee
AR
Alexander Tucker Robertson
6+ yrs
Trustee
JR
Julian Hart Robertson III
6+ yrs
Trustee
JR
Julian Spencer Robertson
6+ yrs
Trustee
Grants Awarded (976 total)
| Purpose | ||||
|---|---|---|---|---|
| Success Academy Charter Schools | New York, NY | $50,000,000 | SUPOORT FOR PHASE II OF SUCCESS ACADEMY CHARTER SCHOOLS' EDUCATION INSTITUTE. | 2021 |
| Success Academy Charter Schools | New York, NY | $44,000,000 | SYSTEMATIC AND MEANINGFUL IMPROVEMENT IN SCHOOL QUALITY DESIGN | 2022 |
| Success Academy Charter Schools | New York, NY | $34,000,000 | SYSTEMATIC AND MEANINGFUL IMPROVEMENT IN SCHOOL QUALITY DESIGN AND IMPLEMENTATION | 2023 |
| The New York Stem Cell Foundation Inc | New York, NY | $33,551,126 | SUPPORT FOR EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE. | 2020 |
| The New York Stem Cell Foundation Inc | New York, NY | $32,622,238 | SUPPORT FOR EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE. | 2021 |
| New York Stem Cell Foundation Inc | New York, NY | $27,445,712 | EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE | 2022 |
| Robertson Scholars Leadership Program | New York, NY | $27,000,000 | SCHOLARSHIPS AND GENERAL OPERATING EXPENSES | 2023 |
| The Rockefeller University | New York, NY | $26,000,000 | JULIAN & JOSIE ROBERTSON FUND TO RECRUIT YOUNG INVESTIGATORS. | 2020 |
| Robertson Scholars Leadership Program | New York, NY | $25,500,000 | GENERAL OPERATING SUPPORT AND SCHOLARSHIPS. | 2020 |
| Robertson Scholars Leadership Program | New York, NY | $25,500,000 | GENERAL OPERATING SUPPORT AND SCHOLARSHIPS. | 2021 |
| Robertson Scholars Leadership Program | New York, NY | $25,500,000 | SCHOLARSHIPS AND GENERAL OPERATING EXPENSES | 2022 |
| Robertson Scholars Leadership Program | New York, NY | $25,181,178 | GENERAL OPERATING SUPPORT AND SCHOLARSHIPS | 2024 |
| New York Stem Cell Foundation Inc | New York, NY | $24,472,275 | NEUROSCIENCE INVESTIGATOR AWARDS | 2023 |
| Success Academy Charter Schools | New York, NY | $24,000,000 | SUPPORT TEACHER TRAINING AND CERTIFIED TRAINING INSTITUTE | 2024 |
| The Rockefeller University | New York, NY | $21,200,000 | RENEWED SUPPORT FOR THERAPEUTIC DEVELOPMENT FUND. | 2021 |
| Environmental Defense Fund Inc | New York, NY | $21,000,000 | SUPPORT FOR DECARBONIZING THE TRUCKING SECTOR. | 2021 |
| The New York Stem Cell Foundation Inc | New York, NY | $16,751,342 | SUPPORT FOR THE NEUROSCIENCE INVESTIGATOR AWARDS. | 2021 |
| The New York Stem Cell Foundation Inc | New York, NY | $15,789,270 | SUPPORT FOR EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE. | 2020 |
| New York Stem Cell Foundation | New York, NY | $15,677,799 | SUPPORT FOR EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE | 2024 |
| Memorial Sloan-Kettering Cancer Center | New York, NY | $15,000,000 | SUPPORT FOR JOSIE ROBERTSON SURGERY CENTER AND INVESTIGATOR PROGRAM | 2020 |
| Environmental Defense Fund Inc | New York, NY | $14,000,000 | OIL AND GAS, CHINA, SCIENCE AND ECONOMIC PROGRAMS | 2022 |
| The Rockefeller University | New York, NY | $13,300,000 | NEW THERAPEUTIC DEVELOPMENT FUND | 2023 |
| Environmental Defense Fund Inc | New York, NY | $12,000,000 | SUPPORT FOR OIL AND GAS, CHINA AND SCIENCE AND ECONOMIC PROGRAMS. | 2020 |
| Environmental Defense Fund Inc | New York, NY | $12,000,000 | SUPPORT FOR OIL AND GAS, CHINA AND SCIENCE AND ECONOMIC PROGRAMS. | 2020 |
| Success Academy Charter Schools | New York, NY | $12,000,000 | SUPPORT FOR PHASE II OF SUCCESS ACADEMY CHARTER SCHOOLS' EDUCATION INSTITUTE. | 2020 |