Civic Intelligence

Robertson Foundation

990T • Fiscal year 2024 • EIN 13-7068398

Dec 01, 2024 to Dec 31, 2024 • Filed on Nov 10, 2025

Organization Profile
45 West 45th Street 12th FloorNew York, NY 10036-4602

(212) 984-5700

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2011: $698,218,937Liabilities 2011: $02011Assets 2012: $635,039,036Liabilities 2012: $02012Assets 2013: $592,898,860Liabilities 2013: $02013Assets 2014: $575,141,355Liabilities 2014: $02014Assets 2015: $583,803,334Liabilities 2015: $02015Assets 2019: $385,373,960Liabilities 2019: $0Net Assets 2019: $385,373,9602019Assets 2020: $295,801,041Liabilities 2020: $0Net Assets 2020: $295,801,0412020Assets 2021: $308,129,047Liabilities 2021: $0Net Assets 2021: $308,129,0472021Assets 2022: $316,112,515Liabilities 2022: $0Net Assets 2022: $316,112,5152022Assets 2023: $237,617,838Liabilities 2023: $0Net Assets 2023: $237,617,8382023Assets 2024: $300,820,477Liabilities 2024: $0Net Assets 2024: $300,820,4772024

Latest loaded filing

2024

Assets$300,820,477
Liabilities$0
Net Assets$300,820,477
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$100M$0-$100MRevenue 2011: $7,848,822Expenses 2011: $88,779,766Net Income 2011: -$80,930,9442011Revenue 2012: $43,673,610Expenses 2012: $106,895,639Net Income 2012: -$63,222,0292012Revenue 2013: $64,616,277Expenses 2013: $105,785,297Net Income 2013: -$41,169,0202013Revenue 2014: $98,967,397Expenses 2014: $116,727,513Net Income 2014: -$17,760,1162014Revenue 2015: $125,739,923Expenses 2015: $117,140,962Net Income 2015: $8,598,9612015Revenue 2019: $6,750,182Expenses 2019: $86,691,039Net Income 2019: -$79,940,8572019Revenue 2020: $2,146,293Expenses 2020: $91,719,212Net Income 2020: -$89,572,9192020Revenue 2021: $104,540,927Expenses 2021: $92,212,921Net Income 2021: $12,328,0062021Revenue 2022: $93,287,357Expenses 2022: $85,303,889Net Income 2022: $7,983,4682022Revenue 2023: $4,107,693Expenses 2023: $82,602,370Net Income 2023: -$78,494,6772023Revenue 2024: $173,626,586Expenses 2024: $113,944,197Net Income 2024: $59,682,3892024

Latest loaded filing

2024

Revenue$173,626,586
Expenses$113,944,197
Net Income$59,682,389
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
Robertson Foundation
EIN
13-7068398
Phone
2129845700
Address
45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 10036-4602

Signing Officer

Name
Alexander Robertson
Title
Trustee
Phone
2129845700
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167-0008
Preparer
Joseph L Ali CPA
Phone
2122862600
Raw XML Appendix153 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1041ScheduleD/DiffOfSmallerAmt03150
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt015450
IRS1041ScheduleD/DisposeInvestmentQOFInd00
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0997627
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0803726
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt01801353
IRS1041ScheduleD/Form4797GainOrLossAmt01866
IRS1041ScheduleD/GainLessIncludedAmt01009790
IRS1041ScheduleD/GainPlusDividendsAmt01009790
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/LTGainOrLossFromFormsAmt0614
IRS1041ScheduleD/NetGainsTaxAmt00
IRS1041ScheduleD/NetIncomeMinusSmallerAmt01006640
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0997627
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt0995147
IRS1041ScheduleD/NetSmallerAmt0886624
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0803726
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt0803316
IRS1041ScheduleD/NetTimesPercentAmt0177325
IRS1041ScheduleD/QlfyDividendsEstateTrustAmt012163
IRS1041ScheduleD/SmallerGainAmt0997627
IRS1041ScheduleD/SmallerOfCalcAmt012300
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt03150
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt0902074
IRS1041ScheduleD/SmallerTimesPercentAmt01845
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt015450
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt012300
IRS1041ScheduleD/STGainOrLossFromFormsAmt0410
IRS1041ScheduleD/TaxableIncomeAmt0902074
IRS1041ScheduleD/TaxableIncomeLessGainAmt00
IRS1041ScheduleD/TaxAmt0179170
IRS1041ScheduleD/TaxOnTaxableIncomeAmt0331803
IRS1041ScheduleD/TaxPlusTimePercentAmt0179170
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0997627
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0803726
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt01801353
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt03150
IRS1041ScheduleI/AdjAlternativeMinTaxableIncAmt0903074
IRS1041ScheduleI/AdjustedRegularTaxAmt0179170
IRS1041ScheduleI/AdjustedTotalIncomeAmt0903074
IRS1041ScheduleI/AlternativeMinimumTaxAmt0200
IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt0903074
IRS1041ScheduleI/CapitalGainsWorksheetAmt01009790
IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt0903074
IRS1041ScheduleI/ExcessOfSumAmt0887624
IRS1041ScheduleI/ExcessOfSumTimesPctAmt0177525
IRS1041ScheduleI/FlngThrshldLessThesholdSumAmt012300
IRS1041ScheduleI/FSAmtLessIncAboveThresholdAmt03150
IRS1041ScheduleI/IncomeAboveThresholdWorkshtAmt00
IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt0179370
IRS1041ScheduleI/NetAltMinTaxableIncTimesPctAmt01845
IRS1041ScheduleI/NetAltMinTxblIncTimesFSPctAmt0248209
IRS1041ScheduleI/PassiveActivityAmt00
IRS1041ScheduleI/SmallerOfAltMinTxblIncOrSumAmt0903074
IRS1041ScheduleI/SmllrAbvThrshldOrAltMinGainAmt03150
IRS1041ScheduleI/SmllrAdjNetGainOrTxblIncAmt012300
IRS1041ScheduleI/SmllrNetAdjAltMinOrNetGainAmt0899924
IRS1041ScheduleI/SmllrOfAdjustedAltMinOrSchDAmt0903074
IRS1041ScheduleI/SumOfAltMinTaxPercentagesAmt0179370
IRS1041ScheduleI/SumOfSmllrAmt015450
IRS1041ScheduleI/SumPlusUnrecapturedSect1250Amt01009790
IRS1041ScheduleI/SumThresholdApplcblWrkshtAmt03150
IRS1041ScheduleI/TaxOnAlternativeMinimumGainAmt0179370
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt0179370
IRS990T/AlternativeMinimumTaxAmt0200
IRS990T/BalanceDueAmt0184641
IRS990T/BooksInCareOfDetail/PersonNm0DEBORAH A RUTIGLIANO CONTROLLER
IRS990T/BooksInCareOfDetail/PhoneNum02129845700
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt045 WEST 45TH STREET 12TH FLOOR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0100364602
IRS990T/BookValueAssetsEOYAmt0279534145
IRS990T/CharitableContributionsDedAmt0902075
IRS990T/ESPenaltyAmt05271
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt01801353
IRS990TScheduleA/InterestDeductionAmt024180
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt04797
IRS990TScheduleA/OtherIncomeAmt01727
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt02291
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt031268
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt033337
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01836417
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01836417
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0QUALIFYING PARTNERSHIP INTERESTS
IRS990TScheduleA/UBIBeforeNOLDedAmt01805149
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01805149
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt0179170
IRS990T/TaxLessCreditsAmt0179370
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt0179370
IRS990T/TotalTaxComputationAmt0179370
IRS990T/TotalUBTIAmt0902074
IRS990T/TotalUBTIBeforeNOLSpecificAmt0903074
IRS990T/TotalUBTIBeforeSection199AAmt0903074
IRS990T/TotalUBTIComputedAmt01805149
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDER ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02129845700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0137068398
ReturnHeader/Filer/PhoneNum02129845700
ReturnHeader/Filer/USAddress/AddressLine1Txt045 WEST 45TH STREET 12TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100364602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331374517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0245 PARK AVENUE 12TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101670008
ReturnHeader/PreparerPersonGrp/PhoneNum02122862600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH L ALI CPA
ReturnHeader/ReturnTs02025-11-17T13:24:58-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-12-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$301$0.00$301$174$114$59.7
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$238$0.00$238$4.11$82.6$78.5
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$316$0.00$316$93.3$85.3$7.98
2021Detailed filing. Detailed filing data is available for this year.$308$0.00$308$105$92.2$12.3
2020Detailed filing. Detailed filing data is available for this year.$296$0.00$296$2.15$91.7$89.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$385$0.00$385$6.75$86.7$79.9
2015Summary only. Only limited summary data is available for this year.$584$0.00$126$117$8.60
2014Summary only. Only limited summary data is available for this year.$575$0.00$99.0$117$17.8
2013Summary only. Only limited summary data is available for this year.$593$0.00$64.6$106$41.2
2012Summary only. Only limited summary data is available for this year.$635$0.00$43.7$107$63.2
2011Summary only. Only limited summary data is available for this year.$698$0.00$7.85$88.8$80.9