STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBERTSON FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROBERTSON FOUNDATION (EIN 13-7068398)
Tax period
2020-12-01 to 2021-11-30
Filed
2022-10-11
IRS object ID
202232849349100418
Schema version
2020v4.2
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)
Return2022-10-11T16:48:20-05:00ReturnTs
Tax Period End2021-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 MAMARONECK AVENUEAddressLine1Txt
CityHARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105281633ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-12-01TaxPeriodBeginDt

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 Line1101 PARK AVE 48TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101784799ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALEXANDER ROBERTSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2129845700PhoneNum
Signature2022-10-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALEXANDERPersonFirstNm
Person LastROBERTSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH L ALI CPAPreparerPersonNm
PTINP02093808PTIN
Phone9143818900PhoneNum
Preparation2022-10-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$572,841,057FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,611InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,611InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$658,187DividendsRevAndExpnssAmt
Dividends Net Invst Incm$658,187DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,542,182NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$53,885,909GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,542,182CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$338,947OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$42,146,410OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$104,540,927TotalRevAndExpnssAmt
Total Net Invst Incm$46,348,390TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$540,512CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$540,512CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,033,454OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,033,454OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$730,027PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$730,027PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$41,563LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$41,563LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$57,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$57,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$324,192OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$324,193OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,151TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$26,235DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$668,324OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$668,323OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$35,205TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$35,205TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$255,951OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$255,951OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,717,714TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,686,328TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$87,495,207ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$87,495,207ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$92,212,921TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$92,181,535TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,328,006ExcessRevenueOverExpensesAmt
Net Investment Income$46,348,390NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$309,771CashBOYAmt
Cash EOY$247,123CashEOYAmt
Cash EOYFMV$247,123CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,820,767SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$105,232,228SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$105,232,228SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$290,352,023OtherInvestmentsBOYAmt
Other Investments EOY$193,152,393OtherInvestmentsEOYAmt
Other Investments EOYFMV$457,864,403OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$558,739LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$519,289LandBldgEquipAccumDeprecAmt
Land BOY$64,192LandBOYAmt
Land EOY$39,450LandEOYAmt
Land EOYFMV$39,450LandEOYFMVAmt
Other Assets BOY$254,288OtherAssetsBOYAmt
Other Assets EOY$9,457,853OtherAssetsEOYAmt
Other Assets EOYFMV$9,457,853OtherAssetsEOYFMVAmt
Total Assets BOY$295,801,041TotalAssetsBOYAmt
Total Assets EOY$308,129,047TotalAssetsEOYAmt
Total Assets EOYFMV$572,841,057TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$295,801,041NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$308,129,047NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$295,801,041TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$308,129,047TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$295,801,041TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$308,129,047TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$295,801,041TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,328,006ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$308,129,047SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$308,129,047TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$50,750,000$50,343,727$406,273$406,273
CAPITAL GAINS DIVIDENDS$3,135,909$3,135,909$3,135,909P
FieldValueIRS element (for citing)
Capital Gain Net Income$3,542,182CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$644,243InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$644,243SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$644,243TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,089,855EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,089,855TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1,810EsPenaltyAmt
Overpayment$443,802OverpaymentAmt
Applied To ES Tax$443,802AppliedToESTaxAmt
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 AddressWWW.ROBERTSONFOUNDATION.ORGWebsiteAddressTxt

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 Line1101 PARK AVE 48TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101784799ZIPCd
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 (13 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALEXANDER TUCKER ROBERTSON
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799TRUSTEE1.00$0$0$0
ALEXANDRA ROBERTSON
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799TRUSTEE1.00$0$0$0
CLAIRE ROBERTSON
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799TRUSTEE1.00$0$0$0
DR AARON STERN
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799TRUSTEE (THRU 04/13/2021)1.00$0$0$0
JAMES FREEMAN MD
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799TRUSTEE1.00$0$0$0
JOHN GRIFFIN
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799TRUSTEE (THRU 02/23/2021)1.00$0$0$0
JULIAN H ROBERTSON JR
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799TRUSTEE (DECEASED 08/23/2022)1.00$0$0$0
JULIAN HART ROBERTSON III
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799TRUSTEE1.00$0$0$0
JULIAN SPENCER ROBERTSON
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799TRUSTEE1.00$0$0$0
SARAH ROBERTSON
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799TRUSTEE1.00$0$0$0
WYNDHAM ROBERTSON
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799TRUSTEE1.00$0$0$0
JOHN HOOD
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799PRESIDENT (THRU 01/31/2021)25.00$115,000$579$0
KELSEY FINKEL
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799EXECUTIVE DIRECTOR40.00$425,512$18,318$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
LEIGHANNE OLSEN
101 PARK AVE 48TH FLNEW YORKNY101784799PROGRAM DIRECTOR40.00$234,854$58,076$0
CHRISTY LOPER
101 PARK AVE 48TH FLNEW YORKNY101784799PROGRAM DIRECTOR40.00$216,986$71,123$0
DEBORAH RUTIGLIANO
101 PARK AVE 48TH FLNEW YORKNY101784799CONTROLLER40.00$224,977$57,259$0
RUTH BRENNER
101 PARK AVE 48TH FLNEW YORKNY101784799DIRECTOR OF ADMINIST40.00$238,844$30,029$0
SARAH I GEATHERS
101 PARK AVE 48TH FLNEW YORKNY101784799PROGRAM OFFICER40.00$180,188$35,821$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k10OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
SPENCER STUART INC
277 PARK AVENUE 33RD FLOORNEW YORKNY101722999EXECUTIVE SEARCH$192,000
PKF O'CONNOR DAVIES LLP
500 MAMARONECK AVENUEHARRISONNY105281633FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION$57,100
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$496,069,554AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,674,491AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$198,625FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$509,942,670TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$509,942,670AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,649,140CashDeemedCharitableAmt
Net Vl Noncharitable Assets$502,293,530NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,114,677MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,114,677MinimumInvestmentReturnAmt
Tax Based On Investment Income$644,243TaxBasedOnInvestmentIncomeAmt
Total Tax$644,243TotalTaxAmt
Distributable Before Adj$24,470,434DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,470,434DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,470,434DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,181,535ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Qualifying Distributions$92,181,535QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$92,181,535AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,470,434DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$86,847,043ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$80,993,698ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$80,617,735ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$59,556,385ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$66,568,651ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$374,583,512TotalExcessDistributionCyovAmt
Qualifying Distributions$92,181,535QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,470,434AppliedToCurrentYearAmt
Remaining Distri From Corpus$67,711,101RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$442,294,613TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$100,000,000CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$342,294,613ExcessDistriCyovToNextYrAmt
Excess From Year4$67,840,741ExcessFromYear4Amt
Excess From Year3$80,617,735ExcessFromYear3Amt
Excess From Year2$59,556,385ExcessFromYear2Amt
Excess From Year1$66,568,651ExcessFromYear1Amt
Excess From Current Year$67,711,101ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJULIAN H ROBERTSON JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (172 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
A HOUSE IN AUSTIN NFP
533 NORTH PINE AVENUECHICAGOIL606441527N/APCGENERAL OPERATING SUPPORT.$5,000
AMERICAN MUSEUM OF NATURAL HISTORY
OFFICE OF DEVELOPMENT 200 CENTRALNEW YORKNY100245102N/APCGENERAL OPERATING SUPPORT.$50,000PARK WEST 6TH FLOOR
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY101103299N/APCGENERAL SUPPORT FOR OPHI.$20,000
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY101103299N/APCGENERAL SUPPORT FOR THE RHODES TRUST.$20,000
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY101103299N/APCGENERAL SUPPORT FOR THE SMITH SCHOOL.$20,000
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY101103299N/APCSUPPORT FOR OXFORD BIG DATA INSTITUTE.$814,911
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY101103299N/APCSUPPORT WILDCRU'S FELIDS PROGRAM & TRAINING OF YOUNG CONSERVATIONISTS.$556,880
AUDUBON FLORIDA
4500 BISCAYNE BOULEVARD SUITE 350MIAMIFL331373233N/APCSUPPORT FOR FLORIDA KEYS WORK.$6,000
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
6855 RED ROAD SUITE 600CORAL GABLESFL331433518N/APCSUPPORT FOR MARINER'S HOSPITAL EMERGENCY ROOM.$35,000
BAYOU DISTRICT FOUNDATION
320 JULIA STREETNEW ORLEANSLA701303604N/APCHURRICAN IDA RELIEF$5,000
BOBBY JONES CHIARI & SYRINGOMYELIA FOUNDATION
29 CREST LOOPSTATEN ISLANDNY103125632N/APCGENERAL OPERATING SUPPORT.$5,000
BONE MARROW & CANCER FOUNDATION
515 MADISON AVENUE SUITE 1130NEW YORKNY100225456N/APCGENERAL OPERATING SUPPORT.$5,000
BONEFISH & TARPON TRUST INC
2937 SW 27TH AVENUE SUITE 203MIAMIFL331333772N/APCGENERAL OPERATING SUPPORT.$83,804
BOYS & GIRLS CLUB OF AMERICA
1275 PEACHTREE STREET NEATLANTAGA303093506N/APCBUILDING RESEARCH AND EVALUATION CAPACITY TO ENHANCE ACADEMIC PROGRAMMING.$331,667
CANCER RESEARCH INSTITUTE
29 BROADWAY 4TH FLOORNEW YORKNY100063111N/APCSUPPORT FOR THE LLOYD J. OLD STAR PROGRAM.$1,875,000
CAPTAIN'S FOR CLEAR WATER
2031 JACKSON STREETFORT MYERSFL339013627N/APCGENERAL OPERATING SUPPORT.$18,803
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY100221006N/APCGENERAL OPERATING SUPPORT.$38,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY100221006N/APCSUPPORT FOR PLAYGROUND PARTNERS.$23,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY100221006N/APCSUPPORT FOR SARAH SAINT-AMAND NYC MARATHON FUNDRAISER.$1,000
CENTRAL PENNSYLVANIA COMMUNITY FOUNDATION
1330 11TH AVENUEALTOONAPA166013302N/APCSUPPORT FOR GRACE OF GOD ACADEMY.$5,000
CHILDREN OF GOD RELIEF FUND INC
C/O CROWELL MORING LLP 1001WASHINGTONDC200042505N/APCGENERAL OPERATING SUPPORT.$15,000PENNSYLVANIA AVENUE NW
CITY SQUASH INC
PO BOX 619BRONXNY104580701N/APCGENERAL OPERATING SUPPORT.$250,000
CLASSICAL CHARTER SCHOOLS
977 FOX STREETBRONXNY104593320N/APCSUPPORT TO CODIFY THE CLASSICAL MODEL.$750,000
COALITION FOR THE HOMELESS
129 FULTON STREET 1ST FLOORNEW YORKNY100382746N/APCGENERAL OPERATING SUPPORT.$5,000
COMMUNITIES IN SCHOOLS INC
2345 CRYSTAL DRIVE SUITE 700ARLINGTONVA222024827N/APCSUPPORT FOR THE MILLIKEN CENTER.$660,000
CRISTO REY NY HIGH SCHOOL
112 EAST 106TH STREETNEW YORKNY100293894N/APCRESILIENCE FUND.$5,000
CONNECTICUT PUBLIC BROADCASTING INC
1049 ASYLUM AVENUEHARTFORDCT061052411N/APCGENERAL OPERATING SUPPORT.$5,000
DARTMOUTH COLLEGE DEVELOPMENT
DEVELOPMENT OFFICE 204 PARKHURSTHANOVERNH037554400N/APCSUPPORT FOR SCHOLARSHIPS.$15,000
DEERFIELD ACADEMY
OFFICE OF ALUMNI AFFAIRS DEVELOPMENDEERFIELDMA013420306N/APCGENERAL OPERATING SUPPORT.$15,000PO BOX 306
DOCTORS WITHOUT BORDERS USA
40 RECTOR STREET 16TH FLOORNEW YORKNY100061751N/APCGENERAL OPERATING SUPPORT.$10,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA941114608N/APCSUPPORT FOR CLIMATE AND ENERGY PROGRAM.$3,000,000
EAST LAKE FOUNDATION
2606 ALSTON DRIVE SEATLANTAGA303173334N/APCGENERAL OPERATING SUPPORT.$27,000
EAST LAKE FOUNDATION
2606 ALSTON DRIVE SEATLANTAGA303173334N/APCSUPPORT FOR "BIRDIES FOR EAST LAKE".$2,000
EAST LAKE FOUNDATION
2606 ALSTON DRIVE SEATLANTAGA303173334N/APCIN SUPPORT OF PARTY ON THE GREEN-IN HONOR OF SHIRLEY FRANKLIN.$5,000
ENVIRONMENTAL DEFENSE FUND INC
257 PARK AVENUE SOUTHNEW YORKNY100107304N/APCSUPPORT FOR OIL AND GAS, CHINA, SCIENCE AND ECONOMIC PROGRAMS.$12,000,000
EPISCOPAL HIGH SCHOOL
1200 NORTH QUAKER LANEALEXANDRIAVA223023000N/APCCOURAGE CAMPAIGN.$1,500,000
EPISCOPAL HIGH SCHOOL
1200 NORTH QUAKER LANEALEXANDRIAVA223023000N/APCONE-TIME ENDOWMENT GRANT - RESTRICTED TO FINANCIAL AID.$750,000
EVERGLADES FOUNDATION
18001 OLD CUTLER ROAD SUITE 625PALMETTO BAYFL331576441N/APCGENERAL OPERATING SUPPORT.$40,000
EVERYTOWN FOR GUN SAFETY SUPPORT FUND
PO BOX 3886NEW YORKNY101633769N/APCGENERAL OPERATING SUPPORT.$15,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO641291980N/APCALBERT LONG MEMORIAL SCHOLARSHIP FUND.$5,000
FLORIDA KEYS HEALTHY START COALITION
PO BOX 6166KEY WESTFL330416166N/APCSUPPORT FOR UPPER KEYS TODDLER AND NEW MOTHER PROGRAMS.$50,000
FORDHAM PREPARATORY SCHOOL
441 EAST FORDHAM ROADBRONXNY104585121N/APC1956 SCHOLARSHIP FUND - IN HONOR OF PAUL FRANK.$1,000
FRIENDS OF THE EVERGLADES
11767 SOUTH DIXIE HIGHWAY SUITE 232MIAMIFL331564438N/APCGENERAL OPERATING SUPPORT.$23,803
GILDER LEHRMAN INSTITUTION OF AMERICAN HISTORY
49 WEST 45TH STREET 2ND FLOORNEW YORKNY100364603N/APCGENERAL OPERATING SUPPORT.$10,000
GLEN COVE BOYS & GIRLS CLUB LINCOLN HOUSE
113 GLEN COVE AVENUE SUITE 4GLEN COVENY115423438N/APCGENERAL OPERATING SUPPORT.$2,000
GOOD SHEPHERD SERVICES
305 SEVENTH AVENUE 9TH FLOORNEW YORKNY100016161N/APCGENERAL OPERATING SUPPORT.$35,000
GUIDES TRUST FOUNDATION
PO BOX 88ISLAMORADAFL330360088N/APCGENERAL OPERATING SUPPORT.$1,000
GUILFORD CONSERVATION LAND TRUST
PO BOX 200GUILFORDCT064370200N/APCGENERAL OPERATING SUPPORT.$5,000
HABITAT FOR HUMANITY OF ORANGE COUNTY NC
88 VILCOM CENTER DRIVE SUITE L110CHAPEL HILLNC275141665N/APCWEAVERS GROVE CAMPAIGN.$50,000
HARLEM CHILDREN'S ZONE
35 EAST 125TH STREETNEW YORKNY100351816N/APCSUPPORT FOR ANNUAL BENEFIT.$10,000
HARLEM CHILDREN'S ZONE
35 EAST 125TH STREETNEW YORKNY100351816N/APCIMPROVE INSTRUCTIONS, PERFORMANCE AND FINANCIAL MANAGEMENT.$1,000,000
HISTORIC SALISBURY FOUNDATION
PO BOX 4221SALISBURYNC281454221N/APCGENERAL OPERATING SUPPORT.$10,000
HOLLINS UNIVERSITY
PO BOX 9629ROANOKEVA240201629N/APCGENERAL OPERATING SUPPORT.$33,410
HOLLINS UNIVERSITY
PO BOX 9629ROANOKEVA240201629N/APCIMAGINATION CAMPAIGN.$100,000
HOSPITAL FOR SPECIAL SURGERY
DEVELOPMENT DEPARTMENT 535 EASTNEW YORKNY100214898N/APCGENERAL OPERATING SUPPORT.$3,00070TH STREET
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE BOX 1049NEW YORKNY100296504N/APCSUSAN FELICE OWENS PROGRAM FOR COVID-19 VACCINE RESEARCH$2,000
IDAHO BASECAMP INC
PO BOX 183KETCHUMID833400177N/APCGENERAL OPERATING SUPPORT.$10,000
IMENTOR
199 WATER STREET 8TH FLOORNEW YORKNY100383586N/APCGENERAL OPERATING SUPPORT.$100,000
IMENTOR
199 WATER STREET 8TH FLOORNEW YORKNY100383586N/APCSUPPORT FOR 2018/2023 STRATEGIC PLAN$750,000
INDIAN MOUNTAIN SCHOOL
DEVELOPMENT OFFICE 211 INDIANLAKEVILLECT060399965N/APCGENERAL OPERATING SUPPORT.$5,000MOUNTAIN ROAD
INDIAN RIVER FIREFIGHTERS BENEVOLENT ASSOCIATION
1818 COMMERCE AVENUEVERO BEACHFL329605562N/APCGENERAL OPERATING SUPPORT.$2,500
INTERNATIONAL GAME FISH ASSOCIATION
300 GULF STREAM WAY 3RD FLOORDANIA BEACHFL330042118N/APCGENERAL OPERATING SUPPORT.$12,500
ISLAMORADA FIREFIGHTERS' BENEVOLENT ASSOCIATION
86800 OVERSEAS HIGHWAY 1ST FLOORISLAMORADAFL330363162N/APCGENERAL OPERATING SUPPORT.$2,500
JAMES C FERRER EDUCATION FUND
200 TUCKAHOE ROADSOUTHAMPTONNY119683732N/APCGENERAL OPERATING SUPPORT.$5,000
JOHNS HOPKINS UNIVERSITY
OFFICE OF EXTERNAL AFFAIRS -BALTIMOREMD212052103N/APCSCHOLARSHIP FUNDING.$15,000DEVELOPMENT 615 NORTH WOLFE STREET
KENT SCHOOL CORPORATION
PO BOX 2006KENTCT067570640N/APCGENERAL OPERATING SUPPORT.$30,000
KING BAUDOUIN FOUNDATION US
10 ROCKEFELLER PLAZANEW YORKNY100201903N/APCAMERICAN FRIENDS OF MANDELA RHODES FOUNDATION.$20,000
KIPP EASTERN NC PUBLIC SCHOOLS
320 PLEASANT HILL ROADGASTONNC278329511N/APCEASTERN NORTH CAROLINA SCHOOLS.$5,000
LAKE AGAWAM CONSERVANCY INC
PO BOX 5019SOUTHAMPTONNY119695019N/APCGENERAL OPERATING SUPPORT.$10,000
LYNN UNIVERSITY
3601 NORTH MILITARY TRAILBOCA RATONFL334315598N/APCGENERAL OPERATING SUPPORT.$5,000
MARY'S MEALS USA
75 ORCHARD STREETBLOOMFIELDNJ070035103N/APCSUPPORT TO STRENGTHEN PROGRAMMING AND FUNDRAISING CAPACITY.$670,000
MAYO CLINIC ROCHESTER
DEPARTMENT OF DEVELOPMENT 200 FIRSTROCHESTERMN559050001N/APCDR. DOUGLAS PACKER'S PHASE 1 - ABLATION RESEARCH.$183,114STREET SW
MCKEE BOTANICAL GARDENS
350 US HIGHWAY 1VERO BEACHFL329622906N/APCSUPPORT FOR CHILDREN'S GARDEN.$10,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27432NEW YORKNY100877432N/APCGENERAL OPERATING SUPPORT.$40,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27432NEW YORKNY100877432N/APCFULLY CHARGED CAMPAIGN.$2,500
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27432NEW YORKNY100877432N/APCCYCLE FOR SURVIVAL - SUPPORT FOR JR SURGICAL CENTER.$5,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27432NEW YORKNY100877432N/APCSUPPORT FOR THE 2021 VIRTUAL SPRING BALL.$5,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27432NEW YORKNY100877432N/APCSUPPORT FOR COMEDY VS. CANCER EVENT.$21,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27432NEW YORKNY100877432N/APCSUPPORT FOR WINTER LUNCHEON.$15,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27432NEW YORKNY100877432N/APCSUPPORT FOR THE JOSIE ROBERTSON INVESTIGATOR PROGRAM.$3,000,000
METHANESAT LLC
123 MISSION STREETSAN FRANCISCOCA941051681N/APCSUPPORT TO BUILD AND LAUNCH METHANESAT$2,000,000
NATIONAL CATHEDRAL SCHOOL
DEVELOPMENT OFFICE 3612 WOODLEYWASHINGTONDC200165033N/APCGENERAL OPERATING SUPPORT.$7,500ROAD NW
NATIONAL FOUNDATION FOR FACIAL RECONSTRUCTION
317 EAST 34TH STREET ROOM 901NEW YORKNY100164974N/APCGENERAL OPERATING SUPPORT.$20,000
NEW YORK-PRESBYTERIAN FUND INC
525 EAST 68TH STREET BOX 156NEW YORKNY100654870N/APCSUPPORT FOR PEDIATRIC HOSPITAL.$15,000
NEW YORK-PRESBYTERIAN FUND INC
525 EAST 68TH STREET BOX 156NEW YORKNY100654870N/APCGENERAL OPERATING SUPPORT.$15,000
OCEAN CONSERVANCY
1300 19TH STREET NW 8TH FLOORWASHINGTONDC200361653N/APCSUPPORT FOR WORK AT THE OCEAN-CLIMATE NEXUS.$1,500,000
OCEANA INC
1025 CONNECTICUT AVENUE NW SUITEWASHINGTONDC200365425N/APCSUPPORT FOR WORK PROTECTING US COASTAL AREAS.$1,000,000200
OLD FRIENDS INC
10 PAYNES DEPOT ROADGEORGETOWNKY403249138N/APCGENERAL OPERATING SUPPORT.$10,000
PANTHERA
8 WEST 40TH STREET 18TH FLOORNEW YORKNY100182218N/APCSUPPORT FOR TIGERS PROGRAM.$1,000,000
PARTNERSHIP TO END ADDICTION
711 THIRD AVENUE SUITE 500NEW YORKNY100179212N/APCGENERAL OPERATING SUPPORT.$5,000
PAVE SCHOOLS
238 CONOVER STREETBROOKLYNNY112311020N/APCGENERAL OPERATING SUPPORT.$30,000
PAVE SOUTHEAST RALEIGH CHARTER SCHOOL
3420 IDLEWOOD VILLAGE DRIVERALEIGHNC276106090N/APCGENERAL OPERATING SUPPORT.$12,500
PLANNED PARENTHOOD FED OF AMERICA INC
PO BOX 97166WASHINGTONDC200907166N/APCGENERAL OPERATING SUPPORT.$20,000
PUBLICOLOR INC
20 WEST 36TH STREET 9TH FLOORNEW YORKNY100189786N/APCGENERAL OPERATING SUPPORT.$10,000
PURPOSE BUILT COMMUNITIES
2380 HOSEA L WILLIAMS DRIVE NEATLANTAGA303172726N/APCPROVISIONAL EXIT GRANT IN SUPPORT PBC'S 3YEAR ORGANIZATION TURN-AROUND EFFORT.$850,000SUITE 4
READ TO LEAD INC
123 WILLIAM STREET SUITE 1201NEW YORKNY100383804N/APCGENERAL OPERATING SUPPORT.$15,000
REGULATORY ASSISTANCE PROJECT
50 STATE STREET SUITE 3MONTPELIERVT056022957N/APCSUPPORT FOR WORK TO ENABLE A CLEANER, FAIRER AND MORE EFFICIENT US ELECTRICY SYSTEM.$375,000
REGULATORY ASSISTANCE PROJECT
50 STATE STREET SUITE 3MONTPELIERVT056022957N/APCSUPPORT FOR US PROGAM.$1,000,000
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
C/O ROBERTSON FOUNDATION 101 PARKNEW YORKNY101784799N/APFGENERAL OPERATING SUPPORT AND SCHOLARSHIPS.$7,913,949AVENUE 48TH FLOOR
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOORNEW YORKNY100034826N/APCSUPPORT FOR EVE LEHRMAN.$2,000
ROCKY MOUNTAIN INSTITUTE
2490 JUNCTION PLACE SUITE 200BOULDERCO803012167N/APCSUPPORT FOR ELECTRICITY AND BUILDING ELECTRIFICATION PROGRAMS.$2,000,000
SAINT ANN'S SCHOOL
129 PIERREPONT STREETBROOKLYNNY112012705N/APCGENERAL OPERATING SUPPORT.$5,000
SAINT BARTHOLOMEW'S CHURCH
325 PARK AVENUENEW YORKNY100226814N/APCGENERAL OPERATING SUPPORT.$1,000,000
SAINT DAVID'S SCHOOL
12 EAST 89TH STREETNEW YORKNY101280601N/APCGENERAL OPERATING SUPPORT.$25,000
SAINT EDWARD'S SCHOOL
1895 SAINT EDWARDS DRIVEVERO BEACHFL329632659N/APCSUPPORT FOR LOWER SCHOOL.$30,000
SAINT EDWARD'S SCHOOL
1895 SAINT EDWARDS DRIVEVERO BEACHFL329632659N/APCBECKER POOL FUND.$10,000
SAINT EDWARD'S SCHOOL
1895 SAINT EDWARDS DRIVEVERO BEACHFL329632659N/APCSUPPORT FOR POOL RENOVATION PROJECT.$10,000
SAINT MARY'S SCHOOL
900 HILLSBOROUGH STREETVERO BEACHFL276031689N/APCBLANCHE ROBERTSON BACON PERFORMING ARTS CENTER$1,000,000
SCHOOL OF LEADERSHIP AFGHANISTAN
470 ATLANTIC AVENUE 4TH FLOORBOSTONMA022102241N/APCGENERAL OPERATING SUPPORT.$13,410
SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250OAKLANDCA946123050N/APCGENERAL OPERATING SUPPORT.$20,000
SOUTHAMPTON FRESH AIR HOME
PO BOX 244SOUTHAMPTONNY119680244N/APCGENERAL OPERATING SUPPORT.$10,000
SOUTHAMPTON HOSPITAL FOUNDATION
57 HAMPTON ROADSOUTHAMPTONNY119684973N/APCGENERAL OPERATING SUPPORT.$10,000
SOUTHAMPTON SOCCER CLUB
DOWNS FAMILY PARKSOUTHAMPTONNY119680001N/APCSUPPORT FOR SCHOLARSHIP FUND.$3,000
SOUTHAMPTON SOCCER CLUB
DOWNS FAMILY PARKSOUTHAMPTONNY119680001N/APCGENERAL OPERATING SUPPORT.$5,000
SOUTHAMPTON YOUTH SERVICES INC
1370A MAJORS PATHSOUTHAMPTONNY119682431N/APCGENERAL OPERATING SUPPORT.$5,000
SOUTHERN ENVIRONMENTAL LAW CENTER
201 WEST MAIN STREET SUITE 14CHARLOTTESVILLEVA229025065N/APCSUPPORT FOR ENGERGY AND TRANSPORTATION PROGRAMS.$1,500,000
SQUASH AND EDUCATION ALLIANCE
55 BROAD STREET 14TH FLOORNEW YORKNY100043711N/APCGENERAL OPERATING SUPPORT.$50,000
ST ANDREW'S DUNE CHURCH
PO BOX 1245SOUTHAMPTONNY119691245N/APCGENERAL OPERATING SUPPORT.$12,500
ST DAVID'S SCHOOL
12 EAST 89TH STREETNEW YORKNY101280678N/APCCORE FUND.$2,000
ST DAVID'S SCHOOL
12 EAST 89TH STREETNEW YORKNY101280678N/APCSUPPORT FOR HORIZONS PROGRAM.$2,500
ST DAVID'S SCHOOL
12 EAST 89TH STREETNEW YORKNY101280678N/APCSUPPORT FOR GALA.$6,410
ST LUKE'S WOOD RIVER FOUNDATION
PO BOX 7005KETCHUMID833409907N/APCGENERAL OPERATING SUPPORT.$10,000
ST THOMAS EPISCOPAL CHURCH
PO BOX 1070SUN VALLEYID833531070N/APCGENERAL OPERATING SUPPORT.$10,000
STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS
655 KNIGHT WAYSTANFORDCA943057216N/APCSUPPORT FOR SGSB DEAN'S FUND.$10,000
STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS
655 KNIGHT WAYSTANFORDCA943057216N/APCSCHOLARSHIP FUNDING.$10,000
STARSHIP FOUNDATION
N/ANCAIR AMBULANCE SERVICE & PICU EXPANSION$75,000PO BOX 9389 NEWMARKETAUCKLANDNZ1149
SUCCESS ACADEMY CHARTER SCHOOLS
95 PINE STREET 6TH FLOORNEW YORKNY100053917N/APCSUPOORT FOR PHASE II OF SUCCESS ACADEMY CHARTER SCHOOLS' EDUCATION INSTITUTE.$4,000,000
SUCCESS ACADEMY CHARTER SCHOOLS
95 PINE STREET 6TH FLOORNEW YORKNY100053917N/APCGENERAL OPERATING SUPPORT$4,000,000
TEACH FOR ALL
25 BROADWAY 12TH FLOORNEW YORKNY100041056N/APCWIND-DOWN GENERAL OPERATING SUPPORT$750,000
TEACH FOR AMERICA - NORTH CAROLINA
111 W LEWIS STREET SUITE 103GREENSBORONC274061343N/APCEASTERN NORTH CAROLINA SCHOOLS$5,000
TEACH FOR AMERICA INC
25 BROADWAY 12TH FLOORNEW YORKNY100041056N/APCSUPPORT FOR PROGRAMMATIC RESPONSE TO COVID-19$1,000,000
THE BOYS' CLUB OF NEW YORK
287 EAST 10TH STREETNEW YORKNY100094816N/APCGENERAL OPERATING SUPPORT.$85,000
THE BOYS' CLUB OF NEW YORK
287 EAST 10TH STREETNEW YORKNY100094816N/APCSUPPORT FOR LUNCHEON.$10,000
THE BOYS' CLUB OF WAKE COUNTY
701 RALEIGH BOULEVARDRALEIGHNC276101692N/APCGREAT FUTURES 2021 CAMPAIGN - IN HONOR OF SCOTT MAHONEY.$5,000
THE BRADY CENTER TO PREVENT GUN VIOLENCE
840 FIRST STREET NE SUITE 400WASHINGTONDC200028040N/APCGENERAL OPERATING SUPPORT.$10,000
THE BRIDGE GOLF FOUNDATION INC
33 WEST 116TH STREETNEW YORKNY100260001N/APCGENERAL OPERATING SUPPORT.$15,000
THE BROAD INSTITUTE INC
415 MAIN STREETCAMBRIDGEMA021421027N/APCPRECISION MEDICINE INITIATIVE.$2,558,000
THE BROOKLYN TO ALASKA PROJECT
75 PROSPECT PARK SW SUITE E6BROOKLYNNY112155998N/APCGENERAL OPERATING SUPPORT.$13,410
THE CHAPEL OF THE CROSS
304 EAST FRANKLIN STREETCHAPEL HILLNC275143624N/APCGENERAL OPERATING SUPPORT.$37,500
THE CHAPIN SCHOOL
100 EAST END AVENUENEW YORKNY100287498N/APCGENERAL OPERATING SUPPORT.$50,000
THE CHURCH OF OUR SAVIOUR
59 PARK AVENUENEW YORKNY100163084N/APCGENERAL OPERATING SUPPORT.$8,000
THE CONSERVATION FUND
1655 NORTH FORT MYER DRIVE SUITEARLINGTONVA222093199N/APCGENERAL OPERATING SUPPORT.$20,0001300
THE COUNTRY SCHOOL
ADVANCEMENT OFFICE 341 OPENING HILLMADISONCT064431919N/APCGENERAL OPERATING SUPPORT.$5,000ROAD
THE EDUCATION HUB
N/ANCGENERAL OPERATING SUPPORT.$20,00028 VALHALLA DRIVE BEACH HAVENAUCKLANDNZ0626
THE ISLAMORADA FOUNDATION
PO BOX 1315ISLAMORADAFL330361315N/APCGENERAL OPERATING SUPPORT.$5,910
THE NATURE CONSERVANCY
WORLDWIDE OFFICE 4245 NORTH FAIRFAXARLINGTONVA222031606N/APCSUPPORT FOR SILVER CREEK PRESERVE.$20,000DRIVE SUITE 100
THE NATURE CONSERVANCY
WORLDWIDE OFFICE 4245 NORTH FAIRFAXARLINGTONVA222031606N/APCGENERAL OPERATING SUPPORT.$40,910DRIVE SUITE 100
THE NATURE CONSERVANCY
WORLDWIDE OFFICE 4245 NORTH FAIRFAXARLINGTONVA222031606N/APCLIVING CARBON PROTECTION PROGRAM.$1,000,000DRIVE SUITE 100
THE NEW YORK STEM CELL FOUNDATION INC
619 W 54TH STREET 3RD FLOORNEW YORKNY100193545N/APCSUPPORT FOR THE NEUROSCIENCE INVESTIGATOR AWARDS.$4,770,212
THE NEW YORK STEM CELL FOUNDATION INC
619 W 54TH STREET 3RD FLOORNEW YORKNY100193545N/APCSUPPORT FOR EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE.$5,096,604
THE PARRISH ART MUSEUM
279 MONTAUK HIGHWAYWATER MILLNY119762639N/APCFAMILY COUNCIL SUPPORT.$3,000
THE POPULATION COUNCIL INC
1 DAG HAMMARSKJOLD PLAZANEW YORKNY100172201N/APCGENERAL OPERATING SUPPORT.$20,000
THE RECTOR & VISITORS OF THE UNIVERISITY OF VIRGINIA
PO BOX 400195CHARLOTTESVILLEVA229044195N/APCSUPPORT THE DEVELOPMENT OF SCHOOL AND SYSTEM-WIDE EXCELLENCE IN EDUCATION.$900,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY100656307N/APCRENEWED SUPPORT FOR THERAPEUTIC DEVELOPMENT FUND.$4,100,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY100656307N/APCJULIAN & JOSIE ROBERTSON FUND FOR YOUNG INVESTIGATORS.$700,000
THE UNIVERSITY OF VERMONT FOUNDATION
411 MAIN STREETBURLINGTONVT054017420N/APCSCHOLARSHIP FUNDING.$5,000
THE WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC200363209N/APCRENEWED SUPPORT FOR THE ENERGY AND CLIMATE PROGRAM.$750,000
THE WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC200363209N/APCCLIMATE SOLUTIONS STRATEGY PILLAR.$1,500,000
THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
529 14TH STREET NW SUITE 500WASHINGTONDC200451501N/APCSUPPORT MENHADEN WORK.$10,000
THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
529 14TH STREET NW SUITE 500WASHINGTONDC200451501N/APCCONSERVATION OF MENHADEN IN THE GULF OF MEXICO.$200,000
TROSA INC
1820 JAMES STREETDURHAMNC277072024N/APCSUPPORT FOR FOUNDERS FUND.$10,000
UNIVERITY OF NORTH CAROLINA AT CHAPEL HILL
523 EAST FRANKLIN STREETCHAPEL HILLNC275996115N/APCSUPPORT FOR SCHOLARSHIPS IN THE GEOGRAPHY DEPARTMENT.$25,000
UNITED STATES ENERGY FOUNDATION
301 BATTERY STREET 5TH FLOORSAN FRANCISCOCA941113237N/APCSUPPORT FOR SOUTHEAST PROGRAM.$3,000,000
UPWELL TURTLES
99 PACIFIC STREET SUITE 375-EMONTEREYCA939402496N/APCGENERAL OPERATING SUPPORT.$5,000
US SQUASH
555 EIGHTH AVENUE SUITE 1102NEW YORKNY100184366N/APCGENERAL OPERATING SUPPORT.$10,000
USGA FOUNDATION
77 LIBERTY CORNER ROADLIBERTY CORNERNJ079380001N/APCGENERAL OPERATING SUPPORT.$2,500
WEILL CORNELL MEDICINE
OFFICE OF EXTERNAL AFFAIRS 1300NEW YORKNY100654805N/APCIN HONOR OF DR. DAVID J. WOLF - MEDICAL CENTER ARCHIVES FUND$25,000YORK AVENUE
WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY
OFFICE OF EXTERNAL AFFAIRS 1300NEW YORKNY100654805N/APCTHE AARON STERN MD PHD PROGRAM IN PSYCHODYNAMIC PSYCHIATRY$250,000YORK AVENUE
WHOLESCHOOL MINDFULNESS INC
460 CHESTNUT STREETWRENTHAMMA020931752N/APCGENERAL OPERATING SUPPORT.$15,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY104601068N/APCGENERAL OPERATING SUPPORT.$50,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY104601068N/APCSUPPORT FOR THE TIGER PROGRAM.$1,000,000
WOODS HOLE OCEANOGRAPHIC INSTITUTION
MAIL STOP 40 266 WOODS HOLE ROADWOODS HOLEMA025431050N/APCSUPPORT FOR EXPLORATION OF THE TWILGHT ZONE OF THE NW ATLANTIC OCEAN.$500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$87,495,207TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY101103299N/APCSUPPORT FOR WILDCAT SPECIES CONSERVATION.$2,000,000
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY101103299N/APCSUPPORT FOR OXFORD BIG DATA INSTITUTE.$4,135,230
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY101103299N/APCSUPPORT FOR CLIMATE CHANGE AND ECONOMETRICS.$397,445
BOYS & GIRLS CLUB OF AMERICA
1275 PEACHTREE STREET NEATLANTAGA303093506N/APCBUILDING RESEARCH AND EVALUATION CAPACITY TO ENHANCE ACADEMIC PROGRAMMING.$663,333
CANCER RESEARCH INSTITUTE
29 BROADWAY 4TH FLOORNEW YORKNY100063111N/APCSUPPORT FOR THE LLOYD J. OLD STAR PROGRAM.$7,937,500
CLASSICAL CHARTER SCHOOLS
977 FOX STREETBRONXNY104593320N/APCSUPPORT TO CODIFY THE CLASSICAL MODEL.$1,875,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA941114608N/APCSUPPORT FOR CLIMATE AND ENERGY PROGRAM.$3,000,000
ENVIRONMENTAL DEFENSE FUND INC
257 PARK AVENUE SOUTHNEW YORKNY100107304N/APCSUPPORT FOR DECARBONIZING THE TRUCKING SECTOR.$21,000,000
HARLEM CHILDREN'S ZONE
35 EAST 125TH STREETNEW YORKNY100351816N/APCGENERAL OPERATING SUPPORT.$5,000,000
MAYO CLINIC ROCHESTER
DEPARTMENT OF DEVELOPMENT 200 FIRSTROCHESTERMN559050001N/APCDR. DOUGLAS PACKER'S PHASE 1 - ABLATION RESEARCH.$350,034STREET SW
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27432NEW YORKNY100877432N/APCSUPPORT FOR THE JOSIE ROBERTSON INVESTIGATOR PROGRAM.$12,000,000
METHANESAT LLC
123 MISSION STREETSAN FRANCISCOCA941051681N/APCSUPPORT TO BUILD AND LAUNCH METHANESAT$2,000,000
OCEAN CONSERVANCY
1300 19TH STREET NW 8TH FLOORWASHINGTONDC200361653N/APCSUPPORT FOR WORK AT THE OCEAN-CLIMATE NEXUS.$2,250,000
OCEANA INC
1025 CONNECTICUT AVENUE NW SUITEWASHINGTONDC200365425N/APCSUPPORT FOR WORK PROTECTING US COASTAL AREAS.$1,500,000200
PANTHERA
8 WEST 40TH STREET 18TH FLOORNEW YORKNY100182218N/APCSUPPORT FOR TIGERS PROGRAM.$1,500,000
PURPOSE BUILT COMMUNITIES
2380 HOSEA L WILLIAMS DRIVE NEATLANTAGA303172726N/APCPROVISIONAL EXIT GRANT IN SUPPORT PBC'S 3YEAR ORGANIZATION TURN-AROUND EFFORT.$3,000,000SUITE 4
THE RECTOR & VISITORS OF THE UNIVERISITY OF VIRGINIA
PO BOX 400195CHARLOTTESVILLEVA229044195N/APCSUPPORT THE DEVELOPMENT OF SCHOOL AND SYSTEM-WIDE EXCELLENCE IN EDUCATION.$600,000
REGULATORY ASSISTANCE PROJECT
50 STATE STREET SUITE 3MONTPELIERVT056022957N/APCSUPPORT FOR US PROGAM.$2,000,000
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
C/O ROBERTSON FOUNDATION 101 PARKNEW YORKNY101784799N/APFGENERAL OPERATING SUPPORT AND SCHOLARSHIPS.$25,500,000AVENUE 48TH FLOOR
ROCKY MOUNTAIN INSTITUTE
2490 JUNCTION PLACE SUITE 200BOULDERCO803012167N/APCSUPPORT FOR ELECTRICITY AND BUILDING ELECTRIFICATION PROGRAMS.$2,500,000
SOUTHERN ENVIRONMENTAL LAW CENTER
201 WEST MAIN STREET SUITE 14CHARLOTTESVILLEVA229025065N/APCSUPPORT FOR ENGERGY AND TRANSPORTATION PROGRAMS.$750,000
SUCCESS ACADEMY CHARTER SCHOOLS
95 PINE STREET 6TH FLOORNEW YORKNY100053917N/APCSUPOORT FOR PHASE II OF SUCCESS ACADEMY CHARTER SCHOOLS' EDUCATION INSTITUTE.$50,000,000
SUCCESS ACADEMY CHARTER SCHOOLS
95 PINE STREET 6TH FLOORNEW YORKNY100053917N/APCSUPPORT FOR SCHOOL QUALITY IMPROVEMENTS$4,000,000
THE BROAD INSTITUTE INC
415 MAIN STREETCAMBRIDGEMA021421027N/APCPRECISION MEDICINE INITIATIVE.$2,872,000
THE NATURE CONSERVANCY
WORLDWIDE OFFICE 4245 NORTH FAIRFAXARLINGTONVA222031606N/APCLIVING CARBON PROTECTION PROGRAM.$5,000,000DRIVE SUITE 100
THE NEW YORK STEM CELL FOUNDATION INC
619 W 54TH STREET 3RD FLOORNEW YORKNY100193545N/APCSUPPORT FOR THE NEUROSCIENCE INVESTIGATOR AWARDS.$16,751,342
THE NEW YORK STEM CELL FOUNDATION INC
619 W 54TH STREET 3RD FLOORNEW YORKNY100193545N/APCSUPPORT FOR EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE.$32,622,238
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY100656307N/APCRENEWED SUPPORT FOR THERAPEUTIC DEVELOPMENT FUND.$21,200,000
THE WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC200363209N/APCCLIMATE SOLUTIONS STRATEGY PILLAR.$3,000,000
THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
529 14TH STREET NW SUITE 500WASHINGTONDC200451501N/APCCONSERVATION OF MENHADEN IN THE GULF OF MEXICO.$250,000
UNITED STATES ENERGY FOUNDATION
301 BATTERY STREET 5TH FLOORSAN FRANCISCOCA941113237N/APCSUPPORT FOR SOUTHEAST PROGRAM.$3,000,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY104601068N/APCSUPPORT FOR THE TIGER PROGRAM.$1,500,000
WOODS HOLE OCEANOGRAPHIC INSTITUTION
MAIL STOP 40 266 WOODS HOLE ROADWOODS HOLEMA025431050N/APCSUPPORT FOR EXPLORATION OF THE TWILGHT ZONE OF THE NW ATLANTIC OCEAN.$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$241,154,122TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,611ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$658,187ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,542,182ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescADMINISTRATION INCOMEDesc
Related Or Exempt Function Incm$338,947RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,201,980ExclusionAmt
Related Or Exempt Function Incm$338,947RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,540,927TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JULIAN H ROBERTSON JRBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O TIGER MANAGEMENT LLC 101 PARK AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101784799ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATIONCategoryTxt
Amt$57,100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$57,100DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtAddress Line2USAddress/AddressLine2TxtExpended By GranteeExpendedByGranteeAmtAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
CLASSICAL AMERICAN HOMES PRESERVATION TRUST
69 EAST 93RD STREETNEW YORKNY1012813312018-12-20$50,000GENERAL OPERATING SUPPORT.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORTN/A
CLASSICAL AMERICAN HOMES PRESERVATION TRUST
69 EAST 93RD STREETNEW YORKNY1012813312019-12-04$50,000GENERAL OPERATING SUPPORT.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORTN/A
CLASSICAL AMERICAN HOMES PRESERVATION TRUST
69 EAST 93RD STREETNEW YORKNY1012813312020-11-20$40,000GENERAL OPERATING SUPPORT.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORTN/A
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
C/O ROBERTSON FOUNDATION 101 PARKNEW YORKNY1017847992019-07-01$4,495,320GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2020.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORTN/AAVENUE 48TH FL
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
C/O ROBERTSON FOUNDATION 101 PARKNEW YORKNY1017847992020-07-01$2,666,063GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2021.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.09/28/2022N/AAVENUE 48TH FL$2,666,063
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
C/O ROBERTSON FOUNDATION 101 PARKNEW YORKNY1017847992020-07-01$4,264,349GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2021.TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.09/28/2022N/AAVENUE 48TH FL$4,264,349
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
C/O ROBERTSON FOUNDATION 101 PARKNEW YORKNY1017847992021-07-01$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.PENDING REPORTN/AAVENUE 48TH 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.PENDING REPORTN/APO BOX 9389 NEWMARKETAUCKLANDNZ1149
STARSHIP FOUNDATION
2021-08-18$75,000AIR AMBULANCE SERVICE & PICU EXPANSIONTO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORTN/APO 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 REPORTN/A28 VALHALLA DRIVE BEACH HAVENAUCKLANDNZ0626

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
SCHEDULE OF CONTROLLED ENTITIESFORM 990-PF, PART VI-A, LINE 11NAME OF CONTROLLED ENTITY - ROBERTSON FOUNDATION CORPORATIONEMPLOYER ID NO - N/AADDRESS - C/O DAVID WHITTOME, WALKER HOUSE, 87 MARY STREET, GEORGE TOWN, KY1-9002, CAYMAN ISLANDSEXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/ATRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - $41,400,000DESCRIPTION OF TRANSFER - CASH
OUT OF CORPUS ELECTIONFORM 990-PF, PART XIII, LINE 7FOR ITS TAXABLE YEAR ENDING NOVEMBER 30, 2021, THE FOUNDATION IS ELECTING, PURSUANT TO INTERNAL REVENUE CODE SECTION 4942(H)(2) AND TREASURY REGULATIONS SECTIONS 1.170A-9(H)(2)(V) AND 53.4942(A)-3(C)(2)(IV), TO TREAT DISTRIBUTIONS OF $100,000,000.00 (WHICH EQUALS THE TOTAL VALUE OF ALL CONTRIBUTIONS RECEIVED DURING THE FOUNDATION'S TAXABLE YEAR ENDING NOVEMBER 30, 2021) AS DISTRIBUTIONS OUT OF CORPUS. IN ADDITION, THE FOUNDATION HAS NO UNDISTRIBUTED INCOME FOR ITS TAXABLE YEAR ENDED NOVEMBER 30, 2021 OR THE PRIOR YEAR. ACCORDINGLY, THE FOUNDATION QUALIFIES AS A PASSTHROUGH FOUNDATION DESCRIBED IN INTERNAL REVENUE CODE SECTION 170(B)(1)(F)(II).

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ROBERTSON FOUNDATION CORPORATION 3,563 SHARESAT COST$42,360,611$306,044,320
VANGUARD SHORT-TERM TREASURY FUND ADMIRAL [VFIRX] 18,612,113.731 SHARESAT COST$150,791,782$151,820,083

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LEASEHOLD IMPROVEMENTS$131,650$98,665$32,985$32,985
FURNITURE AND FIXTURES$341,378$335,687$5,691$5,691
COMPUTERS AND OTHER EQUIPMENT$85,711$84,937$774$774

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL AND ADMINISTRATIVE LEGAL COUNSELCategoryTxt
Legal Fees$41,563LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$41,563DisbursementsCharitablePrpsAmt

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$55,663$9,228$9,228
DUE FROM INVESTMENT FUND$9,250,000$9,250,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INFORMATION TECHNOLOGY SOFTWARE AND HARDWARE$46,469$0$46,469
DUES AND SUBSCRIPTIONS$98,646$0$98,646
EMPLOYMENT EXPENSES$36,734$0$36,734
FILING FEES$1,500$0$1,500
INSURANCE$36,428$0$36,428
OFFICE AND OTHER EXPENSES$36,174$0$36,174

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SUBPART F INCOME FROM ROBERTSON FOUNDATION CORPORATION$42,146,410
ADMINISTRATION INCOME$338,947$338,947

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTANTS$132,192$0$132,193
EXECUTIVE SEARCH$192,000$0$192,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX PAIDCategoryTxt
Amt$5,151Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt