Cause IQ organization profile

Robertson Foundation

Form 990s | Financials | Vendors | Peers

Robertson Foundation is a private foundation based in New York, NY that was founded in 1998. As of 2016 they had $93 million in revenue and $557 million in assets.

The foundation makes large, transformative grants. Its objective is to leverage these grants by partnering with proven grantees and aligned funders. It seeks measurable outcomes in either the intermediate or longer term.

Previous legal names or variations of their name include: Robertson Josephine T Ttee.

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Robertson Foundation

Fiscal year endingDate received by IRSFormPDF link
2018-11Nov 19, 2019990PFView PDF
2016-11Oct 23, 2017990PFView PDF
2015-11Oct 27, 2016990PFView PDF
2014-11Feb 22, 2016990PFView PDF
2013-11Oct 22, 2014990PFView PDF
...and two more Form 990 PDFs

Financials for Robertson Foundation

Total grants, contributions, etc.$25,000,000
Investment income and dividends$2,713,977
Net rental income$0
Net gain from sale of non-inventory assets$484,994
Gross sales of inventory$0
Miscellaneous revenues$65,286,390
Total revenues$93,485,361

Vendors for Robertson Foundation

VendorServicesAmount paidDate
KimbiaFundraising software2020-06-15
███████ ███ ████Fundraising software; Payment processing2020-06-15
█████████ ████████Software2019-10-23
████████ ███ ███Accounting Services$-88,2252017-10-23
███ ████████ ██████ ███Tax accounting2017-10-23
██████████ █████████ ████████Research$-131,1802017-10-23
██████ █████ ███ ██████ ███Tax accounting2014-10-22

Peer private foundations

1Gray Foundation501(c)(3)$38 millionSaratoga Springs, NY
2The Lawrence Ellison Foundation501(c)(3)$48 millionWalnut Creek, CA
3Starr Foundation501(c)(3)$127 millionNew York, NY
4Bernard and Anne Spitzer Charitable Trust501(c)(3)$33 millionManhattan, NY
5Carson Family Charitable Trust501(c)(3)$91 millionNew York, NY
6Carroll Petrie Foundation501(c)(3)$35 millionNew York, NY
7Riggio Foundation Trust501(c)(3)$35 millionNew York, NY
8KRISHNAMURTHY Tandon Foundation501(c)(3)$32 millionNew York, NY
9Soma Foundation501(c)(3)$35 millionColumbus, GA
10Charles and Helen Schwab Foundation501(c)(3)$62 millionSan Francisco, CA
11U.S. Bank Foundation501(c)(3)$153 millionMilwaukee, WI
12Engelstad Family Foundation501(c)(3)$70 millionLas Vegas, NV
13The Marisla Foundation501(c)(3)$35 millionLaguna Beach, CA
14Novo Foundation501(c)(3)$204 millionBrooklyn, NY
15Tiger Baron Foundation501(c)(3)$33 millionNew York, NY
16The JPB Foundation501(c)(3)$257 millionNew York, NY
17Pershing Square Foundation (PSF)501(c)(3)$38 millionNew York, NY
18The Thompson Family Foundation501(c)(3)$29 millionNew York, NY
19Park Foundation / The Northern Trust Co501(c)(3)$51 millionIthaca, NY
20Horace W Goldsmith Foundation501(c)(3)$60 millionNew York, NY
21Robert and Janice McNair Foundation501(c)(3)$52 millionHouston, TX
22Eli and Edythe Broad Foundation501(c)(3)$66 millionLos Angeles, CA
23Charles and Lynn Schusterman Family Foundation501(c)(3)$174 millionTulsa, OK
24Klarman Family Foundation501(c)(3)$106 millionBoston, MA
25Fidelity Foundation501(c)(3)$196 millionBoston, MA