Nonprofit · EIN 13-7068398
ROBERTSON FOUNDATION
Also known as ROBERTSON JOSEPHINE T TTEE
Tax-exempt · NEW YORK, NY 10036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $41,004 | $21,327,336 | -$21,286,332 | $279,534,145 | $0 | $279,534,145 |
| November 30, 2024 | 990-PF | $173,626,586 | $113,944,197 | $59,682,389 | $300,820,477 | $0 | $300,820,477 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $13,940
- Other income
- $27,064
Expenses
- Grants and similar amounts paid
- $20,616,947
- Compensation of officers, directors and key employees
- $96,692
- Salaries, compensation and benefits (total)
- $203,396
- Disbursements for charitable purposes
- $21,298,674
- Excise tax on investment income
- $333,508
Balance sheet and other
- Total assets, start of year
- $300,820,477
- Total assets, end of year
- $279,534,145
- Total liabilities, end of year
- $0
- Net assets, end of year
- $279,534,145
- Fair market value of assets
- $507,192,027
- Qualifying distributions
- $21,298,674
- Net investment income
- $24,586,837
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD BARTH JR 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | PRESIDENT | 25 | $64,692 | $7,116 |
| KELSEY CREDE 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | EXECUTIVE DIRECTOR | 40 | $32,000 | $3,520 |
| JULIAN SPENCER ROBERTSON 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| JULIAN HART ROBERTSON III 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| ALEXANDER TUCKER ROBERTSON 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| ALEXANDRA ROBERTSON 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| SARAH ROBERTSON 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| CLAIRE ROBERTSON 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| WYNDHAM ROBERTSON 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| JAMES FREEMAN 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended November 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD BARTH 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | PRESIDENT | 38 | $774,108 | $34,900 |
| KELSEY FINKEL 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | EXECUTIVE DIRECTOR | 40 | $382,917 | $16,781 |
| CARMEN M ROGERS 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | DIRECTOR OF ADMINIST Highest-paid employee | 40 | $318,033 | $74,967 |
| LEIGHANNE M OLSEN 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | PROGRAM DIRECTOR Highest-paid employee | 40 | $258,633 | $56,601 |
| CHRISTEN LOPER 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | PROGRAM DIRECTOR Highest-paid employee | 40 | $257,308 | $68,457 |
| DEBORAH RUTIGLIANO 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | CONTROLLER Highest-paid employee | 40 | $236,925 | $54,582 |
| SARAH I GEATHERS 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | PROGRAM OFFICER Highest-paid employee | 40 | $201,025 | $35,722 |
| ALEXANDER TUCKER ROBERTSON 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| ALEXANDRA ROBERTSON 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| CLAIRE ROBERTSON 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| JULIAN HART ROBERTSON III 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| JULIAN SPENCER ROBERTSON 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| SARAH ROBERTSON 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| WYNDHAM ROBERTSON 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| JAMES FREEMAN MD 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 10036-4602
- In care of
- % DEBORAH RUTIGLIANO
- Signed the 990-PF
- ALEXANDER ROBERTSON, TRUSTEE
- Phone
- (212) 984-5700
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | No data |
IRS record
- EIN
- 13-7068398
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $279,534,145
- Income (IRS master file)
- $41,004
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | November 2024 | – | – | – | IRS |
| 990-PF | November 2023 | $4,107,693 | $82,602,370 | $237,617,838 | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about ROBERTSON FOUNDATION
- What is the EIN of ROBERTSON FOUNDATION?
- The employer identification number (EIN) of ROBERTSON FOUNDATION is 13-7068398.
- Is ROBERTSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ROBERTSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERTSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERTSON FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERTSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROBERTSON FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 2 received compensation from the organization, the highest $64,692 (RICHARD BARTH JR, PRESIDENT).
- How much revenue does ROBERTSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $41,004, expenses of $21,327,336 and total assets of $279,534,145 at year end.
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