The Robertson Scholars Leadership
The Robertson Scholars Leadership is a private foundation, based in New York, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $196K in total assets. In 2025, it awarded 2 grants totaling $9.6M.
The Robertson Scholars Leadership at a glance
In short: The Robertson Scholars Leadership gave $9.6M across 2 grants in 2025 (avg $4.8M), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,578,183
- +10.2% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $4,789,092
- +10.2% vs 2024
- Median grant
- $4,789,092
- Total assets
- $196,247
- +90.3% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Robertson Scholars Leadership funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Duke University ($7.7M). Together the top 2 received $9.6M.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $1–5M range: 6 grants of 10 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How The Robertson Scholars Leadership gives
- Giving grew 38% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $6.0M (2021) to $9.6M (2025). In 2025 it made 2 grants totaling $9.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Duke University Durham, NC | Support for the robertson scholars leadership program at the university. | $7,730,159 |
| University of North Carolina at Chapel Hill Chapel Hill, NC | Support for the robertson scholars leadership program at the university. | $1,848,024 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $196,247 | $10,102,121 | $10,008,988 | $9,578,183 | 2 | $10,008,988 | $7,484 |
| 2024 | $103,114 | $9,219,916 | $9,120,452 | $8,692,294 | 2 | $9,120,452 | $2,263 |
| 2023 | $3,650 | $9,018,945 | $9,022,046 | $8,596,748 | 2 | $9,022,046 | $363 |
| 2022 | $6,751 | $7,500,312 | $7,496,325 | $6,962,336 | 2 | $7,496,325 | $264 |
| 2021 | $2,764 | $6,935,763 | $6,937,499 | $6,039,714 | 2 | — | $240 |
| 2020 | $4,500 | $8,547,170 | $8,555,917 | $8,112,774 | 2 | — | $2,511 |
| 2019 | $13,247 | $7,297,412 | $7,301,992 | $6,898,498 | 2 | — | $557 |
Under IRS private-foundation payout rules, The Robertson Scholars Leadership reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Robertson Scholars Leadership is led by Andrew Lakis, Executive Director on every filing since 2021; 1 of 7 officers listed in 2025 is compensated.
Officers on the 2025 filing
Andrew Lakis
Executive Director
On filings since 2021
40 hrs/week
$100K (2021) → $314K (2025)
Vincent Price
Director
Trustee & Director → Director, 2020
On filings since 2019
1 hr/week
No compensation reported
Alexander Robertson
Director
On filings since 2022
1 hr/week
No compensation reported
Jagir Patel
Director
On filings since 2023
1 hr/week
No compensation reported
Joanna Kuang
Director
On filings since 2023
1 hr/week
No compensation reported
Spencer Robertson
Director
On filings since 2023
1 hr/week
No compensation reported
Lee Roberts
Director
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (6)
- Former: Kevin Guskiewicz (2019–2024) — Director
- Former: Julian H. Robertson Jr. (2019–2023) — Director
- Former: William Goodell (2020–2022) — Executive Director
- Former: Aaron Stern (2019–2021) — Director
- Former: Allen Chan (2019–2021) — Executive Director
- Former: Carol L. Folt (2019) — Trustee & Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $314K, to Andrew Lakis (Executive Director).
Frequently asked questions about The Robertson Scholars Leadership
How much does The Robertson Scholars Leadership give each year?
The Robertson Scholars Leadership gave $9.6M across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8.7M across 2 grants.
How large is The Robertson Scholars Leadership?
The Robertson Scholars Leadership reported $196K in total assets on its 2025 IRS Form 990-PF. It paid out $10.0M in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
Where does The Robertson Scholars Leadership operate?
The Robertson Scholars Leadership has awarded grants in North Carolina.
What is The Robertson Scholars Leadership's EIN?
The Robertson Scholars Leadership's EIN (Employer Identification Number) is 20-2479103. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 6, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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