STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBERTSON FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ROBERTSON FOUNDATION (EIN 13-7068398)
Tax period
2022-12-01 to 2023-11-30
Filed
2024-10-15
IRS object ID
202412899349100536
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-15T11:14:46-05:00ReturnTs
Tax Period End2023-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873231666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101670008ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137068398EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERTSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone2129845700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 EAST 42ND STREET 39TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101650049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALEXANDER ROBERTSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2129845700PhoneNum
Signature2024-10-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Form8822 B AttachedYes (X)Form8822BAttachedInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH L ALI CPAPreparerPersonNm
PTINP02093808PTIN
Phone2122862600PhoneNum
Preparation2024-10-15PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$422,411,791FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,535,209InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,535,209InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$572,484OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$516,992OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$376,945OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$4,107,693TotalRevAndExpnssAmt
Total Net Invst Incm$4,052,201TotalNetInvstIncmAmt
Total Adj Net Incm$376,945TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,219,250CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$74,425CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,144,825CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,089,149OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$241,831OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,847,318OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$914,702PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$60,689PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$854,013PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$88,498LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$88,498LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$106,255AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$106,255AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$796,785OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$796,785OtherProfFeesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$36,249DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$633,894OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$633,894OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$193,821TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$193,821TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$541,354OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$541,354OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,619,957TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$376,945TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,206,763TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,982,413ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,982,413ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,602,370TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$376,945TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$82,189,176TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$78,494,677ExcessRevenueOverExpensesAmt
Net Investment Income$4,052,201NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$271,056CashBOYAmt
Cash EOY$398,008CashEOYAmt
Cash EOYFMV$398,008CashEOYFMVAmt
Sav And Temp Cash Invst BOY$129,923,203SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$49,780,336SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$49,780,336SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$185,560,611OtherInvestmentsBOYAmt
Other Investments EOY$185,630,611OtherInvestmentsEOYAmt
Other Investments EOYFMV$370,424,564OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$627,531LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$589,327LandBldgEquipAccumDeprecAmt
Land BOY$74,454LandBOYAmt
Land EOY$38,204LandEOYAmt
Land EOYFMV$38,204LandEOYFMVAmt
Other Assets BOY$283,191OtherAssetsBOYAmt
Other Assets EOY$1,770,679OtherAssetsEOYAmt
Other Assets EOYFMV$1,770,679OtherAssetsEOYFMVAmt
Total Assets BOY$316,112,515TotalAssetsBOYAmt
Total Assets EOY$237,617,838TotalAssetsEOYAmt
Total Assets EOYFMV$422,411,791TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$316,112,515NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$237,617,838NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$316,112,515TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$237,617,838TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$316,112,515TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$237,617,838TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$316,112,515TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$78,494,677ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$237,617,838SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$237,617,838TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$56,326InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$56,326SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$56,326TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$350,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$350,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$293,674OverpaymentAmt
Applied To ES Tax$293,674AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DEBORAH A RUTIGLIANO CONTROLLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129845700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 EAST 42ND STREET 39TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101650049ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALEXANDER TUCKER ROBERTSON
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049TRUSTEE1.00$0$0$0
ALEXANDRA ROBERTSON
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049TRUSTEE1.00$0$0$0
CLAIRE ROBERTSON
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049TRUSTEE1.00$0$0$0
JAMES FREEMAN MD
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049TRUSTEE1.00$0$0$0
JULIAN HART ROBERTSON III
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049TRUSTEE1.00$0$0$0
JULIAN SPENCER ROBERTSON
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049TRUSTEE1.00$0$0$0
SARAH ROBERTSON
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049TRUSTEE1.00$0$0$0
WYNDHAM ROBERTSON
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049TRUSTEE1.00$0$0$0
RICHARD BARTH
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049PRESIDENT25.00$850,000$2,320$0
KELSEY FINKEL
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049EXECUTIVE DIRECTOR40.00$369,250$21,447$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
CARMEN M ROGERS
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049DIRECTOR OF ADMINIST40.00$295,450$86,724$0
LEIGHANNE M OLSEN
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049PROGRAM DIRECTOR40.00$247,925$64,180$0
CHRISTEN LOPER
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049PROGRAM DIRECTOR40.00$232,100$79,993$0
DEBORAH RUTIGLIANO
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049CONTROLLER40.00$229,125$63,161$0
SARAH I GEATHERS
60 EAST 42ND STREET 39TH FLOORNEW YORKNY101650049PROGRAM OFFICER40.00$194,375$39,374$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k8OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BBMG
20 JAY STREET SUITE 1012BROOKLYNNY112018346STRATEGY AND VISUAL EXPRESSION ADVISORY SERVICES$288,750
SYDNEY MORRIS
562 BERGEN STREETBROOKLYNNY112383404PHILANTHROPIC AND GRANTMAKING ADVISORY SERVICES$96,000
OPEN IMPACT
1427 MONTERO AVENUEBURLINGAMECA944035557PHILANTHROPIC AND GRANTMAKING ADVISORY SERVICES$90,665
PATTERSON BELKNAP WEBB & TYLER LLP
1133 6TH AVENUENEW YORKNY100366710GENERAL AND ADMINISTRATIVE LEGAL COUNSEL$88,498
PKF O'CONNOR DAVIES
500 MAMARONECK AVENUE SUITE 301HARRISONNY105281648FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION$56,255
FieldValueIRS element (for citing)
Contractor Paid Over50k1ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$360,227,911AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,877,133AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$198,625FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$402,303,669TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$402,303,669AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,034,555CashDeemedCharitableAmt
Net Vl Noncharitable Assets$396,269,114NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,813,456MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,813,456MinimumInvestmentReturnAmt
Tax Based On Investment Income$56,326TaxBasedOnInvestmentIncomeAmt
Total Tax$56,326TotalTaxAmt
Distributable Before Adj$19,757,130DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$19,757,130DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$19,757,130DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$82,189,176ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$82,189,176QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,757,130DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$48,458,476ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$59,556,385ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$66,568,651ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$67,711,101ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$56,553,466ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$298,848,079TotalExcessDistributionCyovAmt
Qualifying Distributions$82,189,176QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,757,130AppliedToCurrentYearAmt
Remaining Distri From Corpus$62,432,046RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$361,280,125TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$48,458,476ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$312,821,649ExcessDistriCyovToNextYrAmt
Excess From Year4$59,556,385ExcessFromYear4Amt
Excess From Year3$66,568,651ExcessFromYear3Amt
Excess From Year2$67,711,101ExcessFromYear2Amt
Excess From Year1$56,553,466ExcessFromYear1Amt
Excess From Current Year$62,432,046ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (224 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
564 PARK AVENUE PRESERVATION FOUNDATION
564 PARK AVENUENEW YORKNY10065N/APCMAKING AN ENTRANCE CAMPAIGN$10,000
A HOUSE IN AUSTIN NFP
533 NORTH PINE AVENUECHICAGOIL60644N/APCGENERAL SUPPORT$5,000
ALL HALLOWS HIGH SCHOOL
111 EAST 164TH STREETBRONXNY10452N/APCSCHOLARSHIP SUPPORT$1,000
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY10110N/APCOXFORD BIG DATA INSTITUTE$787,628
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY10110N/APCWILDCRU - CONSERVATION OF KEY WILDCAT SPECIES$680,000
AMHERST MALE GLEE CLUB INC
DBA RED BLAZER MENS CHORUS 56WILLIAMSVILLENY14221N/APCGENERAL SUPPORT$1,000WELLINGTON COURT
ASCEND LEARNING
205 ROCKAWAY PARKWAY 6TH FLOORBROOKLYNNY11212N/APCGENERAL SUPPORT$7,000
ASOCIACION INTERAMERICANA
C/O AIDA 50 CALIFORNIA STREET SUITESAN FRANCISCOCA94111N/APCUSE LITIGATION TO MINIMIZE FOSSIL FUEL EXPANSION IN LATIN AMERICA$500,000500
ASSOCIATED HUMANE SOCIETIES
124 EVERGREEN AVENUENEWARKNJ07114N/APCNEWARK SHELTER AND CLINIC$2,000
AUDUBON FLORIDA
4500 BISCAYNE BOULEVARD SUITE 350MIAMIFL33137N/APCAUDUBON FLORIDA - EVERGLADES SCIENCE CENTER$15,000
BALTIMORE SAFE HAVEN
2117 NORTH CHARLES STREETBALTIMOREMD21218N/APCGENERAL SUPPORT$2,300
BAPTIST HEALTH FOUNDATION
841 PRUDENTIAL DRIVE SUITE 1300JACKSONVILLEFL32207N/APCSUPPORT FOR MARINER'S HOSPITAL EMERGENCY ROOM$23,875
BOBBY JONES CSF
29 CREST LOOPSTATEN ISLANDNY10312N/APCEASTON GUETTLER FUNDRAISER$5,000
BONE MARROW & CANCER FDN
515 MADISON AVENUE SUITE 1130NEW YORKNY10022N/APCCHRISTMAS SPECTACULAR EVENT$5,000
BONEFISH & TARPON TRUST
2937 SW 27TH AVENUE SUITE 203MIAMIFL33133N/APCGENERAL SUPPORT$26,438
BOOT CAMPAIGN
2403 FARRINGTON STREETDALLASTX75207N/APCGENERAL SUPPORT$10,000
BOOT CAMPAIGN
2403 FARRINGTON STREETDALLASTX75207N/APCBOOTS ON THE BEACH CAMPAIGN, VERO BEACH$5,000
BOYS & GIRLS CLUB OF GREENWICH
4 HORSENECK LANEGREENWICHCT06830N/APCGENERAL SUPPORT$5,000
BRADY CENTER TO PREVENT GUN VIOLENCE
840 FIRST STREET NE SUITE 400WASHINGTONDC20002N/APCGENERAL SUPPORT$5,000
BRAIN TUMOR FOUNDATION
535 FIFTH AVENUE 4TH FLOORNEW YORKNY10017N/APCGENERAL SUPPORT$3,000
BRONX LACROSSE INC
1 MANHATTANVILLE ROAD SUITE 102PURCHASENY10577N/APCGENERAL SUPPORT$12,500
BRUNSWICK SCHOOL INC
100 MAHER AVENUEGREENWICHCT06830N/APCGENERAL SUPPORT$70,000
CAF AMERICA
225 REINEKERS LANE SUITE 375ALEXANDRIAVA22314N/APCBREADLINE AFRICA'S PIT TOILET CAMPAIGN$2,000
CANCER RESEARCH INSTITUTE
29 BROADWAY 4TH FLOORNEW YORKNY10006N/APCLLOUD J. OLD STAR PROGRAM$3,000,000
CAPTAIN'S FOR CLEAR WATER
2031 JACKSON STREETFORT MYERSFL33901N/APCGENERAL SUPPORT$10,000
CAPTAIN'S FOR CLEAR WATER
2031 JACKSON STREETFORT MYERSFL33901N/APCGENERAL SUPPORT$6,437
CATHOLIC SCHOOLS FOUNDATIONS INC
67 BATTERYMARCH STREET 6TH FLOORBOSTONMA02110N/APCBUILDING MINDS DINNER HONORING PETER LYNCH$25,000
CHILD MIND INSTITUTE
101 EAST 56TH STREETNEW YORKNY10022N/APCGENERAL SUPPORT$5,000
CHILDCARE RESOURCES
2300 5TH AVENUE SUITE 149VERO BEACHFL32960N/APCGENERAL SUPPORT$20,000
CHILDREN OF GOD RELIEF FUND INC
C/O CROWELL MORING LLP 1001WASHINGTONDC20004N/APCGENERAL SUPPORT$10,000PENNSYLVANIA AVENUE NW
CHRIST CHURCH GREENWICH
254 E PUTNAM AVENUEGREENWICHCT06830N/APCGENERAL SUPPORT$3,000
CITY SQUASH INC
PO BOX 619BRONXNY10458N/APCJULIAN H. ROBERTSON, JR. SQUASH COURT$20,000
CITY SQUASH INC
PO BOX 619BRONXNY10458N/APCGENERAL SUPPORT$405,750
CLASSICAL CHARTER SCHOOLS
977 FOX STREETBRONXNY10459N/APCSYSTEMS CODIFICATION IN SERVICE OF CONTINUED IMPROVEMENT$750,000
CLIMATEWORKS FOUNDATION
235 MONTGOMERY STREET SUITE 1300SAN FRANCISCOCA94104N/APCLEAP FUND - A GLOBAL CLEAN TRANSPORTATION REGRANTING FUND$1,000,000
COLEMAN CHRISTENSEN MEMORIAL FUND
3974 RUSTIC LANEVACAVILLECA95688N/APCSCHOLARSHIP FUND$2,000
CONVENT OF THE SACRED HEART
1 EAST 91ST STREETNEW YORKNY10128N/APCGENERAL SUPPORT$25,000
DARTMOUTH COLLEGE DEVELOPMENT
6066 DEVELOPMENT OFFICEHANOVERNH03755N/APCFREEMAN FAMILY FUND$40,000
DEERFIELD ACADEMY
OFFICE OF ALUMNI AFFAIRS DEVELOPMENDEERFIELDMA01342N/APCGENERAL SUPPORT$10,000PO BOX 306
DORRANCE DANCE
PO BOX 1935NEW YORKNY10101N/APCGENERAL SUPPORT$1,500
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111N/APCCURBING OCEAN PLASTICS EFFORTS$6,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111N/APCCLIMATE AND ENERGY PROGRAM$3,000,000
EAST LAKE COMMUNITY FOUNDATION
2606 ALSTON DRIVE SEATLANTAGA30317N/APCGENERAL SUPPORT$10,000
EDWARD CHARLES FOUNDATION
269 SOUTH BEVERLY DRIVE SUITE 339BEVERLY HILLSCA90212N/APCJAM KANCER IN THE KAN/ANDERS LEE KANCER JAM EVENT$3,000
ENTERPRISING LATINAS INC
PO BOX 1298WIMAUMAFL33598N/APCGENERAL OPERATING SUPPORT$1,000
ENVIRONMENTAL DEFENSE FUND INC
257 PARK AVENUE SOUTHNEW YORKNY10010N/APCDECARBONIZING THE TRUCKING SECTOR, REDUCING METHANE AND CLIMATE IN CHINA$7,000,000
EVERGLADES FOUNDATION
18001 OLD CUTLER ROAD SUITE 625PALMETTO BAYFL33157N/APCGENERAL SUPPORT$20,000
EVERYTOWN FOR GUN SAFETY SUPPORT FUND
PO BOX 3886NEW YORKNY10163N/APCGENERAL SUPPORT$15,000
FEEDING SOUTHWEST VIRGINIA
1025 ELECTRIC ROADSALEMVA24153N/APCSUPPORT FOOD DONATIONS TO CARROLL COUNTY, VA - AS$2,500
FLOAT HOPE OF INDIAN RIVER COUNTY INC
6001 HIGHWAY A1A PMB 8033VERO BEACHFL32963N/APCCHILDREN'S SWIM PROGRAMS$20,000
FLORIDA KEYS HEALTHY START COALITION
PO BOX 6166KEY WESTFL33041N/APCSUPPORT FOR UPPER KEYS TODDLER AND NEW MOTHER PROGRAMS$40,000
FOCUSED ULTRASOUND SURGERY FOUNDATION
1230 CEDARS COURT SUITE 206CHARLOTTESVILLEVA22903N/APCGENERAL SUPPORT$15,000
FREEDOM FROM RELIGION FOUNDATION
PO BOX 750MADISONWI53701N/APCGENERAL OPERATING SUPPORT$1,000
FRIENDS OF THE EVERGLADES
11767 SOUTH DIXIE HIGHWAY 232MIAMIFL33156N/APCGENERAL SUPPORT$40,000
FUND FOR THE CITY OF NEW YORK
121 AVENUE OF THE AMERICAS 6THNEW YORKNY10013N/APCTHE SERVICE COLLECTIVE$115,000FLOOR
GILDER LEHRMAN INSTITUTION OF AMERICAN HISTORY
49 WEST 45TH STREET 2ND FLOORNEW YORKNY10036N/APCGENERAL SUPPORT$15,000
GREATER NEWARK CONSERVANCY
32 PRINCE STREETNEWARKNJ07103N/APCGENERAL SUPPORT$1,000
GREENWICH HOSPITAL
35 RIVER ROADCOS COBCT06807N/APCGENERAL SUPPORT$10,000
GREENWICH LAND TRUST
370 ROUND HILL ROADGREENWICHCT06831N/APCGENERAL SUPPORT$5,000
GUILFORD CONSERVATION LAND TRUST
PO BOX 200GULFORDCT06437N/APCGENERAL SUPPORT$3,000
GUNKS CLIMBERS COALITION
PO BOX 325GARDINERNY12525N/APCGENERAL SUPPORT$2,000
HAMPTONS COMMUNITY OUTREACH
2322 MONTAUK HIGHWAY 838BRIDGEHAMPTONNY11932N/APCGENERAL SUPPORT$7,000
HAMPTONS HEALTH SOCIETY
67 HAMPTON ROADSOUTHAMPTONNY11968N/APCGENERAL SUPPORT$7,000
HARLEM CHILDREN'S ZONE
35 EAST 125TH STREETNEW YORKNY10035N/APCGENERAL SUPPORT$40,000
HARLEM CHILDREN'S ZONE
35 EAST 125TH STREETNEW YORKNY10035N/APCGENERAL OPERATING SUPPORT$2,000,000
HAWKE'S BAY DISASTER RELIEF TRUST
N/ANCDISASTER RELIEF EFFORTS DUE TO CYCLONE GABRIELLIE IN HAWKE'S BAY, NZ$100,000159 DALTON STREETNAPIERNZ4110
HAWKE'S BAY RESCUE HELICOPTER TRUST
N/ANCAEROMEDICAL RESCUE MISSIONS FOR THOSE LIVING IN REMOTE/ISOLATED COMMUNITIES$15,000PO BOX 402HASTINGSNZ
HIGHER ED WORKS
PO BOX 10463RALEIGHNC27605N/APCGENERAL SUPPORT$15,000
HISTORICAL HALIFAX RESTORATION ASSOCIATION
PO BOX 187HALIFAXNC27839N/APCFOR BRADFORD-DENTON HOUSE$10,000
HOLLINS UNIVERSITY
PO BOX 9018ROANOKEVA24020N/APCLIBRARY SPACE IMPROVEMENTS$50,000
HOLLINS UNIVERSITY
PO BOX 9018ROANOKEVA24020N/APCANNUAL CAMPAIGN 2023-24$50,000
HOLLINS UNIVERSITY
PO BOX 9018ROANOKEVA24020N/APCCLASS OF 1958 MEMORIAL SCHOLARSHIP FUND, IN HONOR OF ELIZABETH VANN HOBBS$15,000
HOLLINS UNIVERSITY
PO BOX 9018ROANOKEVA24020N/APCLIBRARY RENOVATIONS$68,375
HORTULUS
PO BOX 4666GREENWICHCT06831N/APCHORTULUS CIVIC IMPROVEMENT FUND$1,500
HUMAN IMPACTS INSTITUTE
312 SOUTH 3RD STREETBROOKLYNNY11211N/APCGENERAL SUPPORT$3,500
IDAHO BASECAMP INC
PO BOX 183KETCHUMID83340N/APCGENERAL SUPPORT$5,000
INDIAN MOUNTAIN SCHOOL
DEVELOPMENT OFFICE 211 INDIANLAKEVILLECT06039N/APCGENERAL SUPPORT$10,000MOUNTAIN ROAD
INDIAN RIVER LACROSSE ASSOCIATION
ATTN BOOSTER CLUB PO PO BOX 643763VERO BEACHFL32964N/APCBOOSTER CLUB FUNDRAISING EFFORT$5,000
INDIAN RIVER LACROSSE ASSOCIATION
ATTN BOOSTER CLUB PO PO BOX 643763VERO BEACHFL32964N/APCGENERAL SUPPORT$10,000
INNER-CITY SCHOLARSHIP FUND
1011 1ST AVENUE SUITE 1800NEW YORKNY10022N/APCGENERAL SUPPORT$10,000
INSTITUTO INTERNACIONAL ARAYARA DE EDUCACAO E CULTURA
N/ANCUSE LITIGATION AND ADVOCACY TO MINIMIZE FOSSIL FUES EXPANSION$500,000RUA GASPAR CARRILHO JUNIOR 001CURITIBABR80810210
INTER-FAITH COUNCIL FOR SOCIAL SERVICE
110 WEST MAIN STREETCARRBORONC27510N/APCGENERAL SUPPORT$5,000
INTERNATIONAL GAME FISH ASSOCIATION
300 GULF STREAM WAY 3RD FLOORDANIA BEACHFL33004N/APCGENERAL SUPPORT$10,000
ISLAMORADA FIREFIGHTERS' BENEVOLENT ASSOC
86800 OVERSEAS HIGHWAY 1ST FLOORISLAMORADAFL33036N/APCGENERAL SUPPORT$5,000
ITALIAN AMERICAN WOMEN'S CENTER
PO BOX 604755BAYSIDENY11360N/APCSCHOLARSHIP FUND$3,000
JAMES C FERRER EDUCATION FUND
200 TUCKAHOE ROADSOUTHAMPTONNY11968N/APCSCHOLARSHIP SUPPORT$10,000
JDRF
PO BOX 5021HAGERSTOWNMD21741N/APCCARTER SIMONDS TEAM IN THE TCS NYC MARATHON$3,000
JOHNS HOPKINS UNIVERSITY
OFFICE OF EXTERNAL AFFAIRS -BALTIMOREMD21205N/APCTHE FREEMAN FAMILY FUND$50,000DEVELOPMENT 615 NORTH WOLFE STREET
JUNIOR TENNIS FOUNDATION INC
2500 WESTCHESTER AVENUE SUITE 106PURCHASENY10577N/APCGENERAL SUPPORT$5,000
KENT SCHOOL CORPORATION
1 MACEDONIA ROADKENTCT06757N/APCGENERAL SUPPORT$300,000
KIIN BEH EDUCATION CENTER FOUNDATION INC
1230 MAGDALENA COURTLOS ALTOSCA94024N/APCGENERAL SUPPORT$10,000
KIPP NORTH CAROLINA
1107 HOLLOWAY STREETDURHAMNC27701N/APCSUPPORT FOR EASTERN NC SCHOOLS$5,000
LA MAMA EXPERIMENTAL THEATER CLUB
74A EAST 4TH STREETNEW YORKNY10003N/APCSUPPORT ACHIVE (NATIONAL ENDOWMENT FOR THE HUMANITIES MATCHING INITIATIVE)$2,000
LAKE AGAWAM CONSERVANCY INC
PO BOX 5019SOUTHAMPTONNY11969N/APCGENERAL SUPPORT$2,500
LEARNINGSPRING SCHOOL
247 EAST 20TH STREETNEW YORKNY10003N/APCAFTER SCHOOL PROGRAM$2,000
LYNN UNIVERSITY
3601 NORTH MILITARY TRAILBOCA RATONFL33431N/APCGENERAL SUPPORT$10,000
MAKE THE ROAD NEW YORK
PO BOX 73BRENTWOODNY11717N/APCGENERAL SUPPORT$3,500
MARY'S MEALS USA
75 ORCHARD STREETBLOOMFIELDNJ07003N/APCSTRENGTHEN PROGRAMMING AND FUNDRAISING CAPACITY$335,000
MAUREEN'S HAVEN
28 LINCOLN STREETRIVERHEADNY11901N/APCGENERAL SUPPORT$7,000
MAYDAY SPACE
176 SAINT NICHOLAS AVENUEBROOKLYNNY11237N/APCGENERAL SUPPORT$3,500
MAYO CLINIC
DEPARTMENT OF DEVELOPMENT 200 FIRSTROCHESTERMN55905N/APCK. SIONTIS GRANT # 9908480$158,300STREET SW
MCKEE BOTANICAL GARDENS
350 US HIGHWAY 1VERO BEACHFL32962N/APCCHILDREN'S GARDEN$10,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
ATTN OFFICE OF DEVELOPMENT 633NEW YORKNY10017N/APCGENERAL SUPPORT$45,000THIRD AVENUE 5TH FLOOR
MEMORIAL SLOAN-KETTERING CANCER CENTER
ATTN OFFICE OF DEVELOPMENT 633NEW YORKNY10017N/APCSOCIETY OF MSKCC WINTER LUNCHEON$5,000THIRD AVENUE 5TH FLOOR
MEMORIAL SLOAN-KETTERING CANCER CENTER
ATTN OFFICE OF DEVELOPMENT 633NEW YORKNY10017N/APCDR. DAVID SOLIT'S LABORATORY$20,000THIRD AVENUE 5TH FLOOR
MEMORIAL SLOAN-KETTERING CANCER CENTER
ATTN OFFICE OF DEVELOPMENT 633NEW YORKNY10017N/APCPRESIDENT'S FUND$33,875THIRD AVENUE 5TH FLOOR
MEMORIAL SLOAN-KETTERING CANCER CENTER
OFFICE OF DEVELOPMENT 633 THIRDNEW YORKNY10017N/APCJOSIE ROBERTSON INVESTIGATOR PROGRAM$3,000,000AVENUE 5TH FLOOR
MERIDIAN INSTITUTE
PO BOX 1829DILLONCO80435N/APCENABLING MECHANISM THAT ACCELERATE ACTION ON FOOD SYSTEMS TRANSFORMATION$1,086,250
MERIDIAN INSTITUTE
PO BOX 1829DILLONCO80435N/APCMADRE BRAVA'S WORK ON THE PROTEIN TRANSITION$120,000
MID HUDSON ANIMAL AID
54 SIMMONS LANEBEACONNY12508N/APCGENERAL SUPPORT$1,000
MINNESOTA CENTER FOR ENVIRONMENTAL ADVOCACY
1919 UNIVERSITY AVENUE SUITE 515SAINT PAULMN55104N/APCGENERAL SUPPORT$1,000
MORE PERFECT UNION FOUNDATION
3033 WILSON BOULEVARD PMB 558 SUITEARLINGTONVA22201N/APCGENERAL SUPPORT$10,000E
NATIONAL CATHEDRAL SCHOOL
3612 WOODLEY ROAD NWWASHINGTONDC20016N/APCGENERAL SUPPORT$5,000
NATIONAL ENVIRONMENTAL EDUCATION FNDN
PENDINGPENDINGCA94111N/APCWRAP'S WORK RELATED TO THE PHILANTHROPIC ROADMAP ON FOOD LOSS AND WASTE$105,000
NEW JERSEY TREE FOUNDATION
108 PINE CONE TRAILMEDFORDNJ08055N/APCGENERAL SUPPORT$2,000
NEW YORK CITY POLICE FOUNDATION
555 FIFTH AVENUENEW YORKNY10017N/APCGENERAL SUPPORT$5,000
NEW YORK STEM CELL FOUNDATION INC
619 WEST 54TH STREET 3RD FLOORNEW YORKNY10019N/APCNEUROSCIENCE INVESTIGATOR AWARDS$4,500,000
NEW YORK STEM CELL FOUNDATION INC
619 WEST 54TH STREET 3RD FLOORNEW YORKNY10019N/APCEARLY CAREER INVESTIGATOR AWARDS PROGRAM AND CONFERENCE$4,753,371
NEW YORK STEM CELL FOUNDATION INC
619 WEST 54TH STREET 3RD FLOORNEW YORKNY10019N/APCNEUROSCIENCE INVESTIGATOR AWARDS$271,880
NEW YORK STEM CELL FOUNDATION INC
619 WEST 54TH STREET 3RD FLOORNEW YORKNY10019N/APCEARLY CAREER INVESTIGATOR AWARDS PROGRAM AND CONFERENCE$462,002
NEW YORK-PRESBYTERIAN HOSPITAL
850 THIRD AVENUE 12TH FLOORNEW YORKNY10022N/APCCURTIS CARE INITIATIVE$10,000
NEW YORK-PRESBYTERIAN HOSPITAL
850 THIRD AVENUE 12TH FLOORNEW YORKNY10022N/APCTHANKSGIVING DAY LUNCHEON$5,000
NEW YORK-PRESBYTERIAN HOSPITAL
850 THIRD AVENUE 12TH FLOORNEW YORKNY10022N/APCGENERAL SUPPORT$10,000
NEW YORK-PRESBYTERIAN HOSPITAL
850 THIRD AVENUE 12TH FLOORNEW YORKNY10022N/APCPLATE FOR PEDIATRICS$25,000
NORTH CAROLINA STATE UNIVERSITY FNDN
CAMPUS BOX 7475RALEIGHNC27695N/APCLIBRARIES CLEARING ACCOUNT FOR ENDOWMENT$25,000
OCEAN CONSERVANCY
1300 19TH STREET NW 8TH FLOORWASHINGTONDC20036N/APCWORK AT THE OCEAN-CLIMATE NEXUS$1,500,000
OCEAN RESEARCH & CONSERVATION ASSOCIATION INC
1235 16TH STREETVERO BEACHFL32960N/APCSUPPORT FOR INDIAN RIVER LAGOON WORK$5,000
OCEANA INC
1025 CONNECTICUT AVENUE NWWASHINGTONDC20036N/APCWORK PROTECTING US COASTAL AREAS$500,000
OCEANA INC
1025 CONNECTICUT AVENUE NWWASHINGTONDC20036N/APCGENERAL OPERATING SUPPORT$500,000
OPEN IMAGERY NETWORK - DBA RADIANT EARTH
740 15TH STREET NW SUITE 900WASHINGTONDC20005N/APCODE PARTNERS - ELEVATION OF FOOD TRANSFORMATION ON THE CLIMATE AGENDA$416,000
PANTHERA
8 WEST 40TH STREET 18TH FLOORNEW YORKNY10018N/APCRENEWED FUNDING FOR TIGER PROGRAM$500,000
PARRISH ART MUSEUM
279 MONTAUK HIGHWAYWATER MILLNY11976N/APCGENERAL SUPPORT$2,500
PARTNERS FOR DIGNITY & RIGHTS
C/O BOND COLLECTIVE 55 BROADWAYNEW YORKNY10006N/APCGENERAL SUPPORT$4,000SUITE 309
PARTNERSHIP TO END ADDICTION
711 THIRD AVENUE 5TH FLOOR SUITENEW YORKNY10017N/APCGENERAL SUPPORT$2,000500
PENNY'S FLIGHT FOUNDATION
65 DUCK POND ROADGLEN COVENY11542N/APCGENERAL SUPPORT$5,000
PEYBACK FOUNDATION
PO BOX 3367ENGLEWOODCO80155N/APCGENERAL SUPPORT$10,000
PIONEER WORKS CENTER FOR ART & INNOVATION
159 PIONEER STREETBROOKLYNNY11231N/APCGENERAL SUPPORT$12,500
PLANNED PARENTHOOD FED OF AMERICA INC
PO BOX 97166WASHINGTONDC20090N/APCGENERAL SUPPORT$18,875
POPULATION COUNCIL
ATTN OFFICE OF PHILANTHROPY ONE DAGNEW YORKNY10017N/APCGENERAL SUPPORT$15,000HAMMARSKJOLD PLAZA 3RD FLOOR
PORTLAND COMMUNITY SQUASH
66 NOYES STREETPORTLANDME04103N/APCGENERAL SUPPORT$35,000
PTA - METRO EXPEDITIONARY LEARNING SCHOOL
9130 METROPOLITAN AVENUEFOREST HILLSNY11375N/APCGENERAL OPERATING SUPPORT$1,000
QUEENS LIBRARY FOUNDATION
89-11 MERRICK BOULEVARDJAMAICANY11432N/APCGENERAL SUPPORT$1,000
RAPP CENTER FOR EDUCATION
PO BOX 35SPERRYVILLEVA22740N/APCHOSPITALITY PROGRAM$10,000
RED HOOK ART PROJECT INC
291 VAN BRUNT STREETBROOKLYNNY11231N/APCGENERAL SUPPORT$1,000
REFED INC
PO BOX 1531LONG ISLAND CITYNY11101N/APCPHILANTHROPIC ROADMAP ON FOOD LOSS AND WASTE$200,000
REGIS HIGH SCHOOL
55 EAST 84TH STREETNEW YORKNY10028N/APCENDOWMENT SUPPORT$7,000
REGULATORY ASSISTANCE PROJECT
50 STATE STREET SUITE 3MONTPELIERVT05602N/APCUS PROGRAM$500,000
REGULATORY ASSISTANCE PROJECT
50 STATE STREET SUITE 3MONTPELIERVT05602N/APCUS PROGRAM$500,000
RIVERHEAD CHARTER SCHOOL
3685 MIDDLE COUNTRY ROADCALVERTONNY11933N/APCNEW CLASSROOM TECH, STAGE LIGHTING OR GYM EQUIPMENT$3,000
RIVERSIDE THEATRE
3250 RIVERSIDE PARK DRIVEVERO BEACHFL32963N/APCYOUTH THEATER AND MUSIC PROGRAMS$20,000
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
101 PARK AVENUE 48TH FLOORNEW YORKNY10178N/APFSCHOLARSHIPS AND GENERAL OPERATING EXPENSES$9,076,800
ROCKEFELLER PHILANTHROPY ADVISORS INC
90 CHURCH STREET FLOOR 1 7082NEW YORKNY10008N/APCURBAN MOVEMENT INNOVATION FUND$500,000
ROCKEFELLER PHILANTHROPY ADVISORS INC
90 CHURCH STREET FLOOR 1 7082NEW YORKNY10008N/APCPLASTIC SOLUTIONS FUND-GLOBAL PLASTICS TREATY PILOT GRANT$500,000
ROW NEW YORK INC
110 WEST 40TH STREET SUITE 602NEW YORKNY10018N/APCGENERAL SUPPORT$2,000
SAGES THEATER INC
2618 COVE CAY DRIVE SUITE 207CLEARWATERFL33760N/APCGENERAL SUPPORT$3,000
SCHOOL OF AMERICAN BALLET
70 LINCOLN PLAZANEW YORKNY10023N/APCIN HONOR OF CATHERINE FRAISE$2,500
SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250OAKLANDCA94612N/APCGENERAL SUPPORT$10,000
SISTERS PGH
2014 MONONGAHELA AVENUEPITTSBURGHPA15218N/APCGENERAL SUPPORT$2,500
SOCIETY OF ST MARY OF THE SNOWS
410 GRAHAM AVENUEBROOKLYNNY11211N/APCSCHOLARSHIP FUND$2,000
SPANISH DANCE ARTS COMPANY
4 WEST 43RD STREET SUITE 608NEW YORKNY10036N/APCGENERAL SUPPORT$2,500
ST ANDREW'S DUNE CHURCH
PO BOX 1245SOUTHAMPTONNY11968N/APCGENERAL SUPPORT$3,000
ST DAVID'S SCHOOL
12 EAST 89TH STREETNEW YORKNY10128N/APCGENERAL SUPPORT$10,000
ST EDWARD'S SCHOOL
1895 SAINT EDWARDS DRIVEVERO BEACHFL32963N/APCSUPPORT THE LOWER SCHOOL$10,000
ST FRANCIS OF ASSISI SCHOOL
21 COUNTY ROAD 356LUMBERTONNM87528N/APCGENERAL SUPPORT$1,000
ST HILDA'S & ST HUGH'S
DEVELOPMENT OFFICE 619 WEST 114THNEW YORKNY10025N/APCGENERAL SUPPORT$2,000STREET
ST LUKE'S WOOD RIVER FOUNDATION
PO BOX 7005KETCHUMID83340N/APCGENERAL SUPPORT$20,000
ST LUKE'S WOOD RIVER FOUNDATION
PO BOX 7005KETCHUMID83340N/APCSUPPORT FOR ER DEPARTMENT$50,000
STANFORD UNIVERSITY
DEVELOPMENT SERVICES PO BOX 20466STANFORDCT94309N/APCSCHOLARSHIP FUNDING$10,000
STUDENT SPONSOR PARTNERSHIP
153 EAST 53RD STREETNEW YORKNY10043N/APCGENERAL SUPPORT$20,000
SUCCESS ACADEMY CHARTER SCHOOLS
95 PINE STREET 6TH FLOORNEW YORKNY10005N/APCSYSTEMATIC AND MEANINGFUL IMPROVEMENT IN SCHOOL QUALITY DESIGN AND IMPLEMENTATION$10,000,000
SURFRIDER FOUNDATION
PO BOX 73550SAN CLEMENTECA92673N/APCGENERAL SUPPORT$8,000
TEACH FOR AMERICA
PO BOX 411363BOSTONMA02241N/APCGENERAL SUPPORT$5,000
THE ACTING COMPANY
PO BOX 898NEW YORKNY10108N/APCGENERAL SUPPORT$3,000
THE APOSTLES HOUSE
24 GRANT STREETNEWARKNJ07104N/APCGENERAL SUPPORT$2,000
THE ARMORY FOUNDATION
216 FORT WASHINGTON AVENUENEW YORKNY10032N/APCRITA FINKEL HOLIDAY BOOK FUND$3,000
THE BOYS' CLUB OF NEW YORK
287 EAST 10TH STREETNEW YORKNY10009N/APCGENERAL SUPPORT$130,000
THE BOYS' CLUB OF NEW YORK
287 EAST 10TH STREETNEW YORKNY10009N/APCFALL DANCE$10,000
THE BOYS' CLUB OF WAKE COUNTY
701 NORTH RALEIGH BOULEVARDRALEIGHNC27610N/APCGREAT FUTURES 2023 CAMPAIGN$2,500
THE BRIDGE GOLF FOUNDATION INC
33 WEST 116TH STREETNEW YORKNY10026N/APCGENERAL SUPPORT$5,000
THE BROAD INSTITUTE INC
415 MAIN STREETCAMBRIDGEMA02142N/APCPRECISION MEDICINE INITIATIVE$686,557
THE CHAPEL OF THE CROSS
304 EAST FRANKLIN STREETCHAPEL HILLNC27514N/APCCHURCH ORGAN FUND$10,000
THE CHAPIN SCHOOL
100 EAST END AVENUENEW YORKNY10028N/APCGENERAL SUPPORT$9,000
THE CONSERVATION FUND
1655 NORTH FORT MYER DRIVE SUITEARLINGTONVA22209N/APCGENERAL SUPPORT$20,0001300
THE GREEN VALE SCHOOL
250 VALENTINES LANEOLD BROOKVILLENY11545N/APCGENERAL SUPPORT$2,000
THE HISTORIC PRESERVATION FNDN OF NC INC
PO BOX 27644RALEIGHNC27511N/APCGENERAL SUPPORT$10,000
THE ISLAMORADA FOUNDATION
PO BOX 1315ISLAMORADAFL33036N/APCGENERAL SUPPORT$5,000
THE JAZZ GALLERY
PO BOX 153NEW YORKNY10021N/APCGENERAL SUPPORT$1,000
THE METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028N/APCFAMILY BENEFIT DONATION$5,000
THE NATURE CONSERVANCY
WORLDWIDE OFFICE 4245 NORTH FAIRFAXARLINGTONVA22203N/APCLIVING CARBON PROTECTION PROGRAM$2,000,000DRIVE SUITE 100
THE NATURE CONSERVANCY
WORLDWIDE OFFICE 4245 NORTH FAIRFAXARLINGTONVA22203N/APCLAND PURCHASES AND EASEMENTS$30,000DRIVE SUITE 100
THE NATURE CONSERVANCY
WORLDWIDE OFFICE 4245 NORTH FAIRFAXARLINGTONVA22203N/APCSILVER CREEK PRESERVE$10,000DRIVE SUITE 100
THE NORTHLAND EMERGENCY SERVICES TRUST
N/ANCRESCUE MISSIONS INVOLVING CHILDREN$15,00043 WESTERN HILLS DRIVEWHANGAREINZ0112
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065N/APCFUND FOR YOUNG INVESTIGATORS$1,100,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065N/APCTHERAPEUTIC DEVELOPMENT FUND$1,400,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065N/APCJULIAN AND JOSIE ROBERTSON FUND TO RECRUIT YOUNG INVESTIGATORS$700,000
THE UNIVERSITY OF MISSISSIPPI FOUNDATION
406 UNIVERSITY AVENUEOXFORDMO38655N/APCWALKER ALLEN FIELDER SCHOLARSHIP FUND$5,000
THE UNIVERSITY OF VERMONT FOUNDATION
411 MAIN STREETBURLINGTONVT05401N/APCSCHOLARSHIP FUNDING$5,000
THE WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC20036N/APCCLIMATE SOLUTIONS STRATEGY PILLAR$750,000
THEODORE ROOSEVELT CONSERVATION PARTNERSH
529 14TH STREET NW SUITE 500WASHINGTONDC20045N/APCMENHADEN WORK$20,000
THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
529 14TH STREET NW SUITE 500WASHINGTONDC20045N/APCCONSERVATION OF MENDADEN IN THE GULF OF MEXICO$100,000
TRANSGENDER EMERGENCY FUND OF MA
PO BOX 220270BOSTONMA02122N/APCGENERAL SUPPORT$2,200
TRIANGLE RES OPTIONS-SUBSTANCE ABUSERS
1820 JAMES STREETDURHAMNC27707N/APCGENERAL SUPPORT$5,000
UNC OF NC AT CHAPEL HILL
PO BOX 309CHAPEL HILLNC27514N/APCHISTORY DEPARTMENT$10,000
UNC OF NC AT CHAPEL HILL
PO BOX 309CHAPEL HILLNC27514N/APCGENERAL SUPPORT$15,000
UNC OF NC AT CHAPEL HILL
PO BOX 309CHAPEL HILLNC27514N/APCANNUAL CAMPAIGN 2023-24 CAROLINA PERFORMING ARTS$15,000
UNC OF NC AT CHAPEL HILL
PO BOX 309CHAPEL HILLNC27514N/APC100TH ANNIVERSARY GIFT$25,000
UNITED STATES ENERGY FOUNDATION
301 BATTERY STREET 5TH FLOORSAN FRANCISCOCA94111N/APCINFLATION REDUCTION ACT IMPLEMENTATION$5,000,000
UNIVERSITY OF FLORIDA FOUNDATAION INC
PO BOX 14425GAINESVILLEFL32604N/APCINDIAN RIVER CLAM RESTORATION PROJECT$5,000
UNIVERSITY OF NORTH CAROLINA PRESS
116 SOUTH BOUNDARY STREETCHAPEL HILLNC27514N/APCWYNDHAM ROBERTSON EDITORIAL DIRECTORSHIP$25,000
UNIVERSITY OF PITTSBURGH
4200 FIFTH AVENUEPITTSBURGHPA15260N/APCDAVID OKONKWO NEUROLOGY DEPT$46,000
UNIVERSITY OF TX-MD ANDERSON CANCER CTR
1515 HOLCOMBE BOULEVARDHOUSTONTX77030N/APCDR. CHRISTOPHER J. LOGOTHETIS RESEARCH$20,000
UNIVERSITY OF UTAH
332 SOUTH 1400 EAST SUITE 160SALT LAKE CITYUT84112N/APCNEUROLOGY DEPARTMENT SUPERVISED BY DR. RAMESH GRANDHI$10,000
VERO BEACH MUSEUM OF ART
3001 RIVERSIDE PARK DRIVEVERO BEACHFL32963N/APCCHILDREN'S ART PROGRAMS$20,000
WE ACT FOR ENVIRONMENTAL JUSTICE
1854 AMSTERDAM AVENUE 2ND FLOORNEW YORKNY10031N/APCGENERAL SUPPORT$5,000
WEST SIDE CAMPAIGN AGAINST HUNER
263 WEST 86TH STREETNEW YORKNY10024N/APCGENERAL SUPPORT$3,000
WESTERN YOUTH NETWORK
155 WYN WAYBOONENC28607N/APCGENERAL SUPPORT$2,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY10460N/APCTIGER PROGRAM$1,000,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY10460N/APCJULIAN ROBERTSON BIG CAT CONSERVATION FELLOWSHIP - CAPSTONE GRANT$1,000,000
WOODS HOLE OCEANOGRAPHIC INSTITUTION
266 WOODS HOLE ROAD MAIL STOP 40WOODS HOLEMA02543N/APCGENERAL SUPPORT$10,000
WOODS HOLE OCEANOGRAPHIC INSTITUTION
MAIL STOP 40 266 WOODS HOLE ROADWOODS HOLEMA02543N/APCEXPLORATION OF THE TWILIGHT ZONE OF THE NORTHWEST ATLANTIC OCEAN$500,000
WORLD CHILDHOOD FOUNDATION
900 3RD AVENUE 29TH FLOORNEW YORKNY10022N/APCGENERAL SUPPORT$2,000
WYTHEVILLE COMMUNITY COLLEGE EDUCATION FOUNDATION
1000 EAST MAIN STREETWYTHEVILLEVA24382N/APCOPERATIONAL FUNDS FOR COLLEGIATE RECOVERY PROGRAM-HEALS$1,500
YOUTH ALIVE
3300 ELM STREETOAKLANDCA94609N/APCGENERAL SUPPORT$2,000
YWCA GREENWICH
259 EAST PUTNAM AVENUEGREENWICHCT06830N/APCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,982,413TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY10110N/APCOXFORD BIG DATA INSTITUTE$2,251,441
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY10110N/APCWILDCAT SPECIES CONSERVATION$640,000
ASOCIACION INTERAMERICANA
C/O AIDA 50 CALIFORNIA STREET SUITESAN FRANCISCOCA94111N/APCAVOID OIL AND GAS DEPENDENCE$500,000500
CANCER RESEARCH INSTITUTE
29 BROADWAY 4TH FLOORNEW YORKNY10006N/APCIRVINGTON FELLOWSHIP PROGRAM$6,062,500
CLASSICAL CHARTER SCHOOLS
977 FOX STREETBRONXNY10459N/APCDEVELOPMENT OF THE COMPLETE CCS ENGINE$375,000
ENVIRONMENTAL DEFENSE FUND INC
257 PARK AVENUE SOUTHNEW YORKNY10010N/APCDECARBONIZING THE TRUCKING SECTOR, REDUCING METHANE AND CLIMATE IN CHINA$8,000,000
HARLEM CHILDREN'S ZONE
35 EAST 125TH STREETNEW YORKNY10035N/APCGENERAL OPERATING SUPPORT$1,500,000
INSTITUTO CLIMA E SOCIEDADE
N/APCGENERAL OPERATING SUPPORT FOR WORK TO CURTAIL NEW SUPPLY OF FOSSIL FUELS$4,500,000RUA GENERAL DIONISIO 14 HUMAITARIO DE JANEIROBRRJ 22271-050
INSTITUTO INTERNACIONAL ARAYARA DE EDUCACAO E CULTURA
N/ANCAMAZON FREE FROM OIL AND GAS PROJECT$500,000RUA GASPAR CARRILHO JUNIOR 001CURITIBABR80810210
MEMORIAL SLOAN-KETTERING CANCER CENTER
OFFICE OF DEVELOPMENT 633 THIRDNEW YORKNY10017N/APCESTABLISH JOSIE ROBERTSON SURGERY CENTER$6,000,000AVENUE 5TH FLOOR
METHANESAT LLC
123 MISSION STREETSAN FRANCISCOCA94105N/APCBUILD AND LAUNCH METHANE SAT$2,000,000
MOVILIZATORIO LLC
N/APCSTRATEGIC COMMUNICATION COALITION$1,000,000CRA 12 A 78-40 PISO 3BOGOTACO110221
NEW YORK STEM CELL FOUNDATION INC
619 WEST 54TH STREET 3RD FLOORNEW YORKNY10019N/APCNEUROSCIENCE INVESTIGATOR AWARDS$24,472,275
REFED INC
PO BOX 1531LONG ISLAND CITYNY11101N/APCPHILANTHROPIC ROADMAP ON FOOD LOSS AND WASTE$275,000
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
101 PARK AVENUE 48TH FLOORNEW YORKNY10178N/APCSCHOLARSHIPS AND GENERAL OPERATING EXPENSES$27,000,000
ROCKEFELLER PHILANTHROPY ADVISORS INC
90 CHURCH STREET FLOOR 1 7082NEW YORKNY10008N/APCPLASTIC SOLUTIONS FUND-GLOBAL PLASTICS TREATY PILOT GRANT$5,500,000
STICHTING FOUNDATION FOR INTERNATIONAL LAW FOR THE ENVIRONMENT
N/APCGENERAL SUPPORT FOR FILE$4,000,000KEIZERSGRACHT 555AMSTERDAMNL1017 DR
SUCCESS ACADEMY CHARTER SCHOOLS
95 PINE STREET 6TH FLOORNEW YORKNY10005N/APCSYSTEMATIC AND MEANINGFUL IMPROVEMENT IN SCHOOL QUALITY DESIGN AND IMPLEMENTATION$34,000,000
THE NATURE CONSERVANCY
WORLDWIDE OFFICE 4245 NORTH FAIRFAXARLINGTONVA22203N/APCLIVING CARBON PROTECTION PROGRAM$1,000,000DRIVE SUITE 100
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065N/APCNEW THERAPEUTIC DEVELOPMENT FUND$13,300,000
THE WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC20036N/APCCLIMATE IMPACTS OF ENERGY SOURCES ON PUBLIC LANDS$750,000
TRANSFORMA
N/APCADVANCE CLIMATE ACTION IN COLUMBIA$2,000,000CALLE 72 NO 6-30 OFFICE 402BOGOTACO
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$145,626,216TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,535,209ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmtExclusionExclusionCdExclusionExclusionAmt
FOUNDATION ADMINISTRATION INCOME$376,945
FEDERAL EXCISE TAX REFUND01$195,539

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,730,748ExclusionAmt
Related Or Exempt Function Incm$376,945RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,107,693TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementROBERTSON FOUNDATION (THE "FOUNDATION") PROVIDES ADMINISTRATIVE AND PROGRAMMATIC SERVICES TO TIGER FOUNDATION AND AOTEAROA FOUNDATION, IRS RECOGNIZED ORGANIZATIONS DESCRIBED UNDER IRS CODE SECTION 501(C)(3), BASED ON A SHARED SERVICES AGREEMENTS.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION$56,255$0$0$56,255
BENCHMARKING AND RELATED TAX CONSULTING$50,000$0$0$50,000

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtAddress Line2USAddress/AddressLine2TxtExpended By GranteeExpendedByGranteeAmtResults Of VerificationResultsOfVerificationTxtAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
CLASSICAL AMERICAN HOMES PRESERVATION TRUST
69 EAST 93RD STREETNEW YORKNY101282018-12-20$50,000GENERAL OPERATING SUPPORT.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORT
CLASSICAL AMERICAN HOMES PRESERVATION TRUST
69 EAST 93RD STREETNEW YORKNY101282019-12-04$50,000GENERAL OPERATING SUPPORT.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORT
CLASSICAL AMERICAN HOMES PRESERVATION TRUST
69 EAST 93RD STREETNEW YORKNY101282020-11-20$40,000GENERAL OPERATING SUPPORT.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORT
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
C/O ROBERTSON FOUNDATION 60 EASTNEW YORKNY101652021-07-01$3,649,600GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2022.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.10/18/2342ND STREET 39TH FL$3,649,600N/A
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
C/O ROBERTSON FOUNDATION 60 EASTNEW YORKNY101652021-07-01$3,843,452GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2022.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.10/18/2342ND STREET 39TH FL$3,843,452N/A
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
C/O ROBERTSON FOUNDATION 60 EASTNEW YORKNY101652022-07-01$4,445,055GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2022.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.10/18/2342ND STREET 39TH FL$4,445,055N/A
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
C/O ROBERTSON FOUNDATION 60 EASTNEW YORKNY101652022-07-01$4,495,320GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2023.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.10/18/2342ND STREET 39TH FL$4,495,320N/A
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
C/O ROBERTSON FOUNDATION 60 EASTNEW YORKNY101652023-07-01$4,569,950GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2023.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORT42ND STREET 39TH FL
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
C/O ROBERTSON FOUNDATION 60 EASTNEW YORKNY101652023-07-01$4,506,850GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2024.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORT42ND STREET 39TH FL
STARSHIP FOUNDATION
2020-07-09$50,000SUPPORT FOR STARSHIP FOUNDATION'S NATIONAL AIR AMBULANCE.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.10/15/21$50,000N/APO BOX 9389 NEWMARKETAUCKLANDNZ1149
STARSHIP FOUNDATION
2021-08-18$75,000AIR AMBULANCE SERVICE & PICU EXPANSION.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.10/19/22$75,000N/APO BOX 9389 NEWMARKETAUCKLANDNZ1149
STARSHIP FOUNDATION
2022-11-14$75,000AIR AMBULANCE SERVICE & PICU EXPANSION.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORTPO BOX 9389 NEWMARKETAUCKLANDNZ1149
THE EDUCATION HUB
2020-12-16$20,000GENERAL OPERATING SUPPORT.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORT28 VALHALLA DRIVE BEACH HAVENAUCKLANDNZ0626
THE CRANFORD HOSPICE FOUNDATION
2022-08-18$20,000BUILD OF CRANFORD HOSPICE'S NEW HOME AT CHERTERHOPE.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.9/26/23$20,000N/A300 KNIGHT STREETHASTINGSNZ4122
INSTITUTO INTERNACIONAL ARAYARA DE EDUCACAO E CULTURA
2023-11-30$500,000USE LITIGATION AND ADVOCACY TO MINIMIZE FOSSIL FUES EXPANSION.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORTRUA GASPAR CARRILHO JUNIOR 001CURITIBABR80810210
HAWKE'S BAY DISASTER RELIEF TRUST
2023-03-17$100,000DISASTER RELIEF EFFORTS DUE TO CYCLONE GABRIELLIE IN HAWKE'S BAY, NZ.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.4/17/24$100,000N/A159 DALTON STREETNAPIERNZ4110
HAWKE'S BAY RESCUE HELICOPTER TRUST
2023-11-30$15,000AEROMEDICAL RESCUE MISSIONS FOR THOSE LIVING IN REMOTE/ISOLATED COMMUNITIES.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORTPO BOX 402HASTINGSNZ
THE NORTHLAND EMERGENCY SERVICES TRUST
2023-11-22$15,000RESCUE MISSIONS INVOLVING CHILDREN.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.1/10/24$15,000N/A43 WESTERN HILLS DRIVEWHANGAREINZ0112

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemROBERTSON FOUNDATION CORPORATION 3,563 SHARESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$185,630,611BookValueAmt
EOYFMV$370,424,564EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LEASEHOLD IMPROVEMENTS$131,650$124,995$6,655$6,655
FURNITURE AND FIXTURES$341,378$338,747$2,631$2,631
COMPUTERS AND OTHER EQUIPMENT$154,503$125,585$28,918$28,918

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL AND ADMINISTRATIVE LEGAL COUNSELCategoryTxt
Legal Fees$88,498LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$88,498DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITY DEPOSITS$198,625$198,625$198,625
LICENSE FEE RECEIVABLE$84,566$80,458$80,458
ACCRUED INTEREST AND DIVIDENDS$0$1,491,596$1,491,596

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$846$0$0$846
DUES, MEMBERSHIPS AND SUBSCRIPTIONS$234,349$0$0$234,349
EMPLOYMENT AND PROFESSIONAL DEVELOPMENT EXPENSES$23,012$0$0$23,012
FILING FEES$1,500$0$0$1,500
INFORMATION TECHNOLOGY SOFTWARE AND HARDWARE$41,028$0$0$41,028
INSURANCE$62,165$0$0$62,165
OFFICE AND OTHER EXPENSES$156,395$0$0$156,395
PAYROLL PROCESSING$22,059$0$0$22,059

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SUBPART F INCOME FROM ROBERTSON FOUNDATION CORPORATION$516,992
FOUNDATION ADMINISTRATION INCOME$376,945$376,945
FEDERAL EXCISE TAX REFUND$195,539$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ARTWORKS CONSULTANTS$59,125$0$0$59,125
FOUNDATION ADMINISTRATION$31,555$0$0$31,555
INFORMATION TECHNOLOGY SERVICES$28,283$0$0$28,283
ORAL HISTORY CONSULTANT$58,200$0$0$58,200
PHILANTHROPIC AND GRANTMAKING ADVISORY SERVICES$330,872$0$0$330,872
STRATEGY AND VISUAL EXPRESSION ADVISORY SERVICES$288,750$0$0$288,750

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERTSON FOUNDATION CORPORATIONBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1C/O DAVID WHITTOME WALKER HOUSE 87AddressLine1Txt
Address Line2MARY STAddressLine2Txt
CityGEORGE TOWNCityNm
CountryCJCountryCd
Foreign PostalKY1-9002ForeignPostalCd
FieldValueIRS element (for citing)
EIN980491304EIN
DescCASHDesc
Amt$70,000Amt
FieldValueIRS element (for citing)
Total$70,000TotalAmt