The Robertson Scholars Leadership

NEW YORK, NY EIN: 20-2479103

The Robertson Scholars Leadership is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $103K in total assets. In 2024, it awarded 2 grants totaling $8.7M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$103K

+2725.0% YoY

Annual Giving

$8.7M

+1.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4.3M

+1.1% YoY

Under IRS private-foundation payout rules, The Robertson Scholars Leadership reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About The Robertson Scholars Leadership

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $38.4M (100%)

States

North Carolina

Cities

Chapel HillDurham

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$103,114	$3,650	$6,751
Revenue	$9,219,916	$9,018,945	$7,500,312
Expenses	$9,120,452	$9,022,046	$7,496,325
Qualifying Distributions	$9,120,452	$9,022,046	$7,496,325
Net Investment Income	—	—	—
Distributable Amount	$2,263	$363	$264

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Duke University ($7,039,002), University of North Carolina at Chapel Hill ($1,653,292).

Recipient	Purpose	Amount
DUKE UNIVERSITY DURHAM, NC	SUPPORT FOR THE ROBERTSON SCHOLARS LEADERSHIP PROGRAM AT THE UNIVERSITY.	$7,039,002
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CHAPEL HILL, NC	SUPPORT FOR THE ROBERTSON SCHOLARS LEADERSHIP PROGRAM AT THE UNIVERSITY.	$1,653,292

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KEVIN GUSKIEWICZ	DIRECTOR	1	—
JOANNA KUANG	DIRECTOR	1	—
JAGIR PATEL	DIRECTOR	1	—
VINCENT PRICE	DIRECTOR	1	—
ALEXANDER ROBERTSON	DIRECTOR	1	—
SPENCER ROBERTSON	DIRECTOR	1	—
ANDREW LAKIS	EXECUTIVE DIRECTOR	40	$307,700

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Robertson Scholars Leadership?

The Robertson Scholars Leadership is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $103K in total assets as of 2024.

How large is The Robertson Scholars Leadership?

As of 2024, The Robertson Scholars Leadership holds $103K in total assets with $9.2M in annual revenue. It awarded 2 grants totaling $8.7M in 2024.

Where does The Robertson Scholars Leadership operate?

The Robertson Scholars Leadership has awarded grants in North Carolina.

What size grants does The Robertson Scholars Leadership award?

In 2024, The Robertson Scholars Leadership awarded 2 grants totaling $8.7M — an average of about $4.3M per grant, based on its IRS Form 990 filings.

How much is The Robertson Scholars Leadership required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Robertson Scholars Leadership reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.