STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBERTSON FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROBERTSON FOUNDATION (EIN 13-7068398)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-10-13
IRS object ID
202132869349100533
Schema version
2019v5.2
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)
Return2021-10-13T16:08:05-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

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 Begin2019-12-01TaxPeriodBeginDt

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
Signature2021-10-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH L ALI CPAPreparerPersonNm
PTINP02093808PTIN
Phone9143818900PhoneNum
Preparation2021-10-12PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$503,941,132FMVAssetsEOYAmt
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$56,332InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$56,332InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,973,535DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,973,535DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$208,547NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,000,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$324,973OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,326,673OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,146,293TotalRevAndExpnssAmt
Total Net Invst Incm$6,356,540TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,028,167CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,028,167CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,865,340OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,865,340OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$697,583PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$697,583PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$30,606LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$30,606LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$52,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$52,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$127,415OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$127,415OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$750,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$48,566DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$837,710OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$837,710OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$51,122TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$51,122TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$236,992OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$236,992OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,726,251TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,927,685TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,992,961ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,992,961ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$91,719,212TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$90,920,646TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$89,572,919ExcessRevenueOverExpensesAmt
Net Investment Income$6,356,540NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,197,428CashBOYAmt
Cash EOY$309,771CashEOYAmt
Cash EOYFMV$309,771CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,750,620SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,820,767SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,820,767SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$378,089,995OtherInvestmentsBOYAmt
Other Investments EOY$290,352,023OtherInvestmentsEOYAmt
Other Investments EOYFMV$498,492,114OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$557,246LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$493,054LandBldgEquipAccumDeprecAmt
Land BOY$110,198LandBOYAmt
Land EOY$64,192LandEOYAmt
Land EOYFMV$64,192LandEOYFMVAmt
Other Assets BOY$225,719OtherAssetsBOYAmt
Other Assets EOY$254,288OtherAssetsEOYAmt
Other Assets EOYFMV$254,288OtherAssetsEOYFMVAmt
Total Assets BOY$385,373,960TotalAssetsBOYAmt
Total Assets EOY$295,801,041TotalAssetsEOYAmt
Total Assets EOYFMV$503,941,132TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$385,373,960NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$295,801,041NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$385,373,960TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$295,801,041TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$385,373,960TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$295,801,041TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$385,373,960TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$89,572,919ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$295,801,041SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$295,801,041TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$20,000,000GrossSalesPriceAmt
Cost Or Other Basis$20,208,547CostOrOtherBasisAmt
Gain Or Loss-$208,547GainOrLossAmt
Gains Minus Excess Or Losses-$208,547GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$208,547CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$86,162,349AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$522,143,757NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.165017DistributionYr1Rt
Adjusted Qlfy Distri Yr2$107,900,702AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$556,410,467NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.193923DistributionYr2Rt
Adjusted Qlfy Distri Yr3$111,225,603AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$605,898,906NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.183571DistributionYr3Rt
Adjusted Qlfy Distri Yr4$117,891,015AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$648,273,605NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.181854DistributionYr4Rt
Adjusted Qlfy Distri Yr5$116,201,122AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$790,228,014NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.147048DistributionYr5Rt
Total Distribution0.871413TotalDistributionRt
Average Distribution0.174283AverageDistributionRt
Net Vl Noncharitable Assets$488,362,399NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$85,113,264AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$63,565NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$85,176,829AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$90,923,206QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$63,565InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$63,565SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$63,565TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$403,420EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$403,420TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$339,855OverpaymentAmt
Applied To ES Tax$339,855AppliedToESTaxAmt
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
JULIAN H ROBERTSON JR
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
JULIAN HART ROBERTSON III
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799TRUSTEE1.00$0$0$0
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
SARAH 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 YORKNY101784799TRUSTEE1.00$0$0$0
JOHN GRIFFIN
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
JAMES FREEMAN MD
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799TRUSTEE1.00$0$0$0
JOHN HOOD
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799PRESIDENT25.00$690,000$4,418$0
KELSEY FINKEL
C/O ROBERTSON FOUNDATION 101 PARKAVE 48TH FLNEW YORKNY101784799EXECUTIVE DIRECTOR40.00$338,167$17,279$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
RUTH BRENNER
101 PARK AVE 48TH FLNEW YORKNY101784799DIRECTOR OF ADMINIST40.00$279,978$28,003$0
LEIGHANNE OLSEN
101 PARK AVE 48TH FLNEW YORKNY101784799PROGRAM DIRECTOR40.00$224,731$52,308$0
CHRISTY LOPER
101 PARK AVE 48TH FLNEW YORKNY101784799PROGRAM DIRECTOR40.00$211,612$61,063$0
DEBORAH RUTIGLIANO
101 PARK AVE 48TH FLNEW YORKNY101784799CONTROLLER40.00$209,341$52,326$0
SARAH I GEATHERS
101 PARK AVE 48TH FLNEW YORKNY101784799PROGRAM OFFICER40.00$154,412$31,144$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k7OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 MAMARONECK AVENUEAddressLine1Txt
CityHARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105281633ZIPCd
FieldValueIRS element (for citing)
Service TypeFINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATIONServiceTypeTxt
Compensation$52,750CompensationAmt
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$478,356,894AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,243,871AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$198,625FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$495,799,390TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$495,799,390AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,436,991CashDeemedCharitableAmt
Net Vl Noncharitable Assets$488,362,399NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,418,120MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,418,120MinimumInvestmentReturnAmt
Tax Based On Investment Income$63,565TaxBasedOnInvestmentIncomeAmt
Total Tax$63,565TotalTaxAmt
Distributable Before Adj$24,354,555DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,354,555DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,354,555DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$90,920,646ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$2,560CharitableAssetsAcquisPaidAmt
Qualifying Distributions$90,923,206QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$63,565PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$90,859,641AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,354,555DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$77,696,961ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$86,847,043ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$80,993,698ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$80,617,735ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$59,556,385ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$385,711,822TotalExcessDistributionCyovAmt
Qualifying Distributions$90,923,206QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,354,555AppliedToCurrentYearAmt
Remaining Distri From Corpus$66,568,651RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$452,280,473TotalCorpusAmt
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$77,696,961ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$374,583,512ExcessDistriCyovToNextYrAmt
Excess From Year4$86,847,043ExcessFromYear4Amt
Excess From Year3$80,993,698ExcessFromYear3Amt
Excess From Year2$80,617,735ExcessFromYear2Amt
Excess From Year1$59,556,385ExcessFromYear1Amt
Excess From Current Year$66,568,651ExcessFromCurrentYearAmt

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 (185 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
AFRICAN LEADERSHIP FOUNDATION
PO BOX 7408NEW YORKNY101507381N/APCSUPPORT FOR TRANSLATION OF ACCELERATOR PROGRAM.$1,000,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY100042427N/APCGENERAL OPERATING SUPPORT.$10,000
AMERICAN MUSEUM OF NATURAL HISTORY
OFFICE OF DEVELOPMENT 200 CENTRALNEW YORKNY100245102N/APCGENERAL OPERATING SUPPORT.$75,000PARK WEST 6TH FLOOR
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY101103299N/APCSUPPORT FOR OXFORD BIG DATA INSTITUTE.$421,420
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY101103299N/APCSUPPORT FOR CLIMATE ECONOMETRICS RESEARCH PROJECT.$400,288
AMERICANS FOR OXFORD INC
500 FIFTH AVENUE 32ND FLOORNEW YORKNY101103299N/APCSUPPORT FOR WILDCRU'S FELIDS PROGRAM AND TRAINING OF YOUNG CONSERVATIONISTS.$501,460
AUDUBON FLORIDA
4500 BISCAYNE BOULEVARD SUITE 350MIAMIFL331373233N/APCSUPPORT FOR FLORIDA KEYS WORK.$10,000
B ROBERT WILLIAMSON JR FOUNDATION
300 PARK AVENUE 25TH FLOORNEW YORKNY100227402N/APFSUPPORT FOR CONTINUATION OF AFTER SCHOOL PROGRAMMING VIA ZOOM.$10,000
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
6855 RED ROAD SUITE 600CORAL GABLESFL331433518N/APCSUPPORT FOR A RING CUTTER AT MARINER'S HOSPITAL EMERGENCY ROOM.$35,000
BAYOU DISTRICT FOUNDATION
320 JULIA STREETNEW ORLEANSLA701303604N/APCGENERAL OPERATING SUPPORT.$5,000
BLUFFTON SELF HELP
PO BOX 2420BLUFFTONSC299102420N/APCSUPPORT FOR THE PALMETTO BLUFF ASSOCIATE EMERGENCY RELIEF FUND.$5,000
BONEFISH & TARPON TRUST INC
2937 SW 27TH AVENUE SUITE 203MIAMIFL331333772N/APCGENERAL OPERATING SUPPORT.$75,000
BROOKLYN FRIENDS SCHOOL
375 PEARL STREETBROOKLYNNY112013760N/APCGENERAL OPERATING SUPPORT.$1,000
BUNK22 INC
35 NORTH MOORE STREET APT 3BNEW YORKNY100135712N/APCGENERAL OPERATING SUPPORT.$3,000
CANCER RESEARCH INSTITUTE
29 BROADWAY 4TH FLOORNEW YORKNY100063111N/APCSUPPORT FOR CRI'S IRVINGTON POSTDOCTORAL FELLOWSHIP PROGRAM.$173,000
CANCER RESEARCH INSTITUTE
29 BROADWAY 4TH FLOORNEW YORKNY100063111N/APCSUPPORT FOR LLOYD J. OLD STAR PROGRAM.$1,062,500
CENTER FOR SUPPORTIVE SCHOOLS
911 COMMONS WAYPRINCETONNJ085401531N/APCGENERAL OPERATING SUPPORT.$5,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY100221006N/APCGENERAL OPERATING SUPPORT$55,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY100221006N/APCSUPPORT FOR PLAYGROUND PARTNERS$10,000
CHAPEL & YORK FOUNDATION INC
155 EAST 44TH STREET SUITE 34NEW YORKNY100174100N/APCSUPPORT FOR NEW ZEALAND NATIONAL PARKS & CONSERVATION FOUNDATION.$10,000
CHARITY WATER
40 WORTH STREET SUITE 330NEW YORKNY100134181N/APCGENERAL OPERATING SUPPORT.$1,000
CHILDREN OF GOD RELIEF FUND INC
C/O CROWELL MORING LLP 1001WASHINGTONDC200042505N/APCGENERAL OPERATING SUPPORT.$15,000PENNSYLVANIA AVENUE
CITY LAX INC
65 WEST 89TH STREETNEW YORKNY100242002N/APCSUPPORT FOR VIRTUAL 5K EVENT.$2,500
CITY SQUASH INC
PO BOX 619BRONXNY104580701N/APCGENERAL OPERATING SUPPORT.$45,000
CLASSICAL AMERICAN HOMES PRESERVATION TRUST
69 EAST 93RD STREETNEW YORKNY101281331N/APOFGENERAL OPERATING SUPPORT.$90,000
CLASSICAL CHARTER SCHOOLS
977 FOX STREETBRONXNY104593320N/APCSUPPORT FOR THE DEVELOPMENT OF THE COMPLETE CLASSICAL CHARTER SCHOOLS ENGINE.$1,125,000
CLASSROOM INC
123 WILLIAM STREET SUITE 1201NEW YORKNY100383804N/APCGENERAL OPERATING SUPPORT.$25,000
CLEVELAND CLINIC FOUNDATION
PO BOX 931517CLEVELANDOH441931655N/APCSUPPORT FOR VERO BEACH EMERGENCY ROOM.$5,000
COALITION FOR THE HOMELESS
129 FULTON STREET 1ST FLOORNEW YORKNY100382746N/APCGENERAL OPERATING SUPPORT.$5,000
CONNECTICUT PUBLIC BROADCASTING INC
1049 ASYLUM AVENUEHARTFORDCT061052432N/APCGENERAL OPERATING SUPPORT.$5,000
CUNY SCHOOL OF PROFESSIONAL STUDIES FOUNDATION
119 WEST 31ST STREETNEW YORKNY100013400N/APCGENERAL OPERATING SUPPORT.$1,000
DARTMOUTH COLLEGE DEVELOPMENT
6066 DEVELOPMENT OFFICEHANOVERNH037554400N/APCSUPPORT FOR SCHOLARSHIPS.$15,000
DEERFIELD ACADEMY
OFFICE OF ALUMNI AFFAIRS DEVELOPMENDEERFIELDMA013420306N/APCGENERAL OPERATING SUPPORT.$10,000PO BOX 306
DOCTORS WITHOUT BORDERS USA
40 RECTOR STREET 16TH FLOORNEW YORKNY100061751N/APCGENERAL OPERATING SUPPORT.$15,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA941114608N/APCBANKRUPTCY INTERVENTION SUPPORT.$128,276
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.$10,000
ELEANORE WHITMORE EARLY CHILDHOOD CENTER
PO BOX 63EAST HAMPTONNY119370063N/APCSUPPORT FOR 631 FUND.$2,000
ENVIRONMENTAL DEFENSE FUND INC
257 PARK AVENUE SOUTHNEW YORKNY100107304N/APCSUPPORT FOR OIL AND GAS, CHINA AND SCIENCE AND ECONOMIC PROGRAMS.$12,000,000
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.$15,000
EVERYTOWN FOR GUN SAFETY SUPPORT FUND
PO BOX 3886NEW YORKNY101633769N/APCGENERAL OPERATING SUPPORT.$15,000
FLORIDA KEYS HEALTHY START COALITION
PO BOX 6166KEY WESTFL330416166N/APCGENERAL OPERATING SUPPORT.$10,000
FLORIDA KEYS HEALTHY START COALITION
PO BOX 6166KEY WESTFL330416166N/APCSUPPORT FOR UPPER KEYS TODDLER AND NEW MOTHER PROGRAMS.$50,000
FLORIDA KEYS WILD BIRD REHAB CENTER
92080 OVERSEAS HIGHWAYTAVERNIERFL330702639N/APCSUPPORT FOR THE LAURA QUINN WILD BIRD SANCTUARY.$5,000
FOUNDATION FOR THE CAROLINAS
220 NORTH TRYON STREETCHARLOTTENC282022137N/APCSUPPORT FOR BELL TOWER GREEN FUND #2979.$25,000
FRIENDS OF THE EVERGLADES
11767 SOUTH DIXIE HIGHWAY 232MIAMIFL331564438N/APCGENERAL OPERATING SUPPORT.$10,000
FUND FOR THE CITY OF NEW YORKCASA-NYC
48 WALL STREET 11TH FLOORNEW YORKNY100052887N/APCGENERAL OPERATING SUPPORT.$1,000
GILDER LEHRMAN INSTITUTION OF AMERICAN HISTORY
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GILDER LEHRMAN INSTITUTION OF AMERICAN HISTORY
49 WEST 45TH STREET 2ND FLOORNEW YORKNY100364603N/APCENDOWMENT GRANT IN HONOR OF LEWIS E. LEHRMAN.$500,000
HAMPTON CLASSIC HORSE SHOW INC
PO BOX 3013BRIDGEHAMPTONNY119323013N/APCGENERAL OPERATING SUPPORT.$100,000
HARLEM CHILDREN'S ZONE
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HARLEM CHILDREN'S ZONE
35 EAST 125TH STREETNEW YORKNY100351816N/APCSUPPORT FOR SCHOOL IMPROVEMENT AT PROMISE ACADEMY I AND PROMISE ACADEMY II.$2,500,000
HISTORIC SALISBURY FOUNDATION
PO BOX 4221SALISBURYNC281454221N/APCGENERAL OPERATING SUPPORT.$20,000
HOLLINS UNIVERSITY
PO BOX 9629ROANOKEVA240201629N/APCSUPPORT FOR APARTMENT PROJECT.$250,000
HOSPITAL FOR SPECIAL SURGERY
DEVELOPMENT DEPARTMENT 535 EASTNEW YORKNY100214898N/APCSUPPORT FOR DR. QURESHI'S RESEARCH.$25,00070TH STREET
IDAHO BASECAMP INC
PO BOX 183KETCHUMID833400177N/APCSUPPORT FOR CHILDREN'S CAMP PROGRAMS.$20,000
IMENTOR
199 WATER STREET 8TH FLOORNEW YORKNY100383586N/APCGENERAL OPERATING SUPPORT.$300,000
IMENTOR
199 WATER STREET 8TH FLOORNEW YORKNY100383586N/APCSUPPORT FOR PROGRESS TOWARDS 2018-2023 STRATEGIC PLAN.$1,500,000
INDIAN MOUNTAIN SCHOOL
DEVELOPMENT OFFICE 211 INDIANLAKEVILLECT060399965N/APCGENERAL OPERATING SUPPORT.$5,000MOUNTAIN ROAD
INDIAN RIVER FIREFIGHTERS BENEVOLENT ASSOCIATION
1818 COMMERCE AVENUEVERO BEACHFL329615562N/APCGENERAL OPERATING SUPPORT.$2,500
INTERNATIONAL GAME FISH ASSOCIATION
300 GULF STREAM WAY 3RD FLOORDANIA BEACHFL330042118N/APCGENERAL OPERATING SUPPORT.$5,000
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.$10,000
JOHNS HOPKINS UNIVERSITY
OFFICE OF EXTERNAL AFFAIRS-DEVELOPMBALTIMOREMD212052103N/APCGENERAL OPERATING SUPPORT.$10,000NT 615 NORTH WOLFE STREET E2132
JOHNS HOPKINS UNIVERSITY
OFFICE OF EXTERNAL AFFAIRS-DEVELOPMBALTIMOREMD212052103N/APCSUPPORT FOR GENERAL SCHOLARSHIP FUND$50,000NT 615 NORTH WOLFE STREET E2132
KENT SCHOOL CORPORATION
PO BOX 2006KENTCT067570640N/APCGENERAL OPERATING SUPPORT.$25,000
LINCOLN CENTER FOR THE PERFORMING ARTS
DEVELOPMENT DEPARTMENT 70 LINCOLNNEW YORKNY100236548N/APCGENERAL OPERATING SUPPORT.$40,000CENTER PLAZA 9TH FLOOR
LUPUS RESEARCH ALLIANCE INC
275 MADISON AVENUE 10TH FLOORNEW YORKNY100161106N/APCGENERAL OPERATING SUPPORT.$250,000
LYNN UNIVERSITY
3601 NORTH MILITARY TRAILBOCA RATONFL334315598N/APCGENERAL OPERATING SUPPORT.$5,000
MARY'S MEALS USA
75 ORCHARD STREETBLOOMFIELDNJ070035103N/APCGENERAL OPERATING SUPPORT.$5,000
MARY'S MEALS USA
75 ORCHARD STREETBLOOMFIELDNJ070035103N/APCSUPPORT FOR STRENGTHEN PROGRAMMING AND FUNDRAISING CAPACITY.$670,000
MAYO CLINIC ROCHESTER
DEPARTMENT OF DEVELOPMENT 200 FIRSTROCHESTERMN559050001N/APCPHASE I CLINICAL TRIAL IN ABLATION RESEARCH.$55,826STREET SOUTH WEST
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.$30,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27432NEW YORKNY100877432N/APCSUPPORT FOR TEAM JRSC.$30,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27432NEW YORKNY100877432N/APCONEMSK COVID-19 RELIEF FUND$10,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27432NEW YORKNY100877432N/APCSUPPORT FOR DR. SCHER'S RESEARCH$25,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27432NEW YORKNY100877432N/APCSUPPORT FOR FALL PARTY BENEFITTING PEDIATRICS$10,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27432NEW YORKNY100877432N/APCSUPPORT FOR JOSIE ROBERTSON SURGERY CENTER AND INVESTIGATOR PROGRAM$3,000,000
MINDFULNESS DIRECTOR INITIATIVE INC
460 CHESTNUT STREETWRENTHAMMA020931752N/APCGENERAL OPERATING SUPPORT.$20,000
MYFACE
333 EAST 30TH STREET LOBBY OFFICENEW YORKNY100166416N/APCGENERAL OPERATING SUPPORT.$20,000
NATIONAL CATHEDRAL SCHOOL
DEVELOPMENT OFFICE 3612 WOODLEYWASHINGTONDC200165033N/APCGENERAL OPERATING SUPPORT.$5,000ROAD NW
NATIONAL FOUNDATION FOR FACIAL RECONSTRUCTION
317 EAST 34TH STREET ROOM 901NEW YORKNY100164974N/APCGENERAL OPERATING SUPPORT.$20,000
NATIONAL OUTDOOR LEADERSHIP SCHOOL
284 LINCOLN STREETLANDERWY825202848N/APCGENERAL OPERATING SUPPORT.$40,000
NEW LIFE OF NEW YORK CITY INC
PO BOX 316NEW YORKNY100400313N/APCGENERAL OPERATING SUPPORT.$50,000
NEW YORK CITY CENTER
130 WEST 56TH STREETNEW YORKNY100193962N/APCSUPPORT WORK OF THE PRESIDENT'S COUNCIL.$15,000
NEW YORK INSIGHT INC
28 OLD CHURCH LANESOUTH SALEMNY105902008N/APCGENERAL OPERATING SUPPORT.$10,000
NEW YORK-PRESBYTERIAN FUND INC
525 EAST 68TH STREET BOX 156NEW YORKNY100654870N/APCCOVID-19 PATIENT CARE FUND.$10,000
NEW YORK-PRESBYTERIAN FUND INC
525 EAST 68TH STREET BOX 156NEW YORKNY100654870N/APCSUPPORT FOR DR. PETITO'S RESEARCH AND TRAINING OF RESIDENTS.$25,000
NEW YORK-PRESBYTERIAN FUND INC
525 EAST 68TH STREET BOX 156NEW YORKNY100654870N/APCSUPPORT FOR DR. LACHS' WORK IN GERONTOLOGY.$50,000
NEW YORK-PRESBYTERIAN FUND INC
525 EAST 68TH STREET BOX 156NEW YORKNY100654870N/APCSUPPORT FOR DR. DAVID BLUMENTHAL'S CARDIOLOGY RESEARCH.$25,000
NEW YORK-PRESBYTERIAN HOSPITAL
525 EAST 68TH STREET BOX 123NEW YORKNY100654870N/APCSUPPORT FOR PEDIATRICS DIVISION$35,000
OCEAN CONSERVANCY
1300 19TH STREET NW 8TH FLOORWASHINGTONDC200361653N/APCSUPPORT FOR WORK AT THE OCEAN-CLIMATE NEXUS.$750,000
OCEANA INC
1025 CONNECTICUT AVENUE NW SUITEWASHINGTONDC200365425N/APCSUPPORT FOR US FISHERIES MANAGEMENT EFFORTS AND GRASSROOTS DEFENSE CAMPAIGN.$500,000200
OCEANA INC
1025 CONNECTICUT AVENUE NW SUITEWASHINGTONDC200365425N/APCSUPPORT FOR WORK PROTECTING US COASTAL AREAS, REDUCE PLASTIC USE AND PREVENT ILLEGAL FISHING.$500,000200
OLD WESTBURY GARDENS
PO BOX 430OLD WESTBURYNY115680430N/APCGENERAL OPERATING SUPPORT.$10,000
ONE LOVE FOUNDATION
PO BOX 368BRONXVILLENY107080368N/APCGENERAL OPERATING SUPPORT.$50,000
PANTHERA
8 WEST 40TH STREET 18TH FLOORNEW YORKNY100182218N/APCSUPPORT FOR TIGERS FOREVER PROGRAM.$500,000
PAVE SCHOOLS
238 CONOVER STREETBROOKLYNNY112311020N/APCGENERAL OPERATING SUPPORT.$145,000
PAVE SCHOOLS
238 CONOVER STREETBROOKLYNNY112311020N/APCSUPPORT FOR SUMMER PROGRAM.$55,000
PAVE SCHOOLS
238 CONOVER STREETBROOKLYNNY112311020N/APCSUPPORT FOR FAMILY RELIEF FUND.$20,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
PO BOX 97166WASHINGTONDC200907166N/APCGENERAL OPERATING SUPPORT.$20,000
PUBLIC HEALTH SOLUTIONS
40 WORTH STREET 5TH FLOORNEW YORKNY100132955N/APCSUPPORT FOR NYC COVID-19 RAPID RESPONSE COALITION.$5,000
RED HOOK INITIATIVE INC
767 HICKS STREETBROOKLYNNY112312505N/APCGENERAL OPERATING SUPPORT.$10,000
REGULATORY ASSISTANCE PROJECT
50 STATE STREET SUITE 3MONTPELIERVT056022957N/APCSUPPORT FOR WORK TO ENABLE A CLEANER, FAIRER & MORE EFFICIENT US ELECTRICITY SYSTEM$750,000
ROBERTSON SCHOLARS LEADERSHIP PROGRAM
C/O ROBERTSON FOUNDATION 101 PARKNEW YORKNY101784799N/APFGENERAL OPERATING SUPPORT AND SCHOLARSHIPS.$7,161,383AVENUE 48TH FLOOR
ROCKY MOUNTAIN INSTITUTE
2490 JUNCTION PLACE SUITE 200BOULDERCO803012167N/APCSUPPORT FOR ELECTRICITY AND BUILDING ELECTRIFICATION PROGRAMS.$1,500,000
ROOM TO GROW NATIONAL INC
142 BERKELEY STREETBOSTONMA021165100N/APCGENERAL OPERATING SUPPORT.$5,000
SAINT ANN'S SCHOOL
129 PIERREPONT STREETBROOKLYNNY112012705N/APCGENERAL OPERATING SUPPORT.$25,000
SAINT BARTHOLOMEW'S CHURCH
325 PARK AVENUENEW YORKNY100226814N/APCGENERAL OPERATING SUPPORT.$1,020,500
SAINT DAVID'S SCHOOL
12 EAST 89TH STREETNEW YORKNY101280601N/APCGENERAL OPERATING SUPPORT.$5,000
SAINT EDWARD'S SCHOOL
1895 SAINT EDWARDS DRIVEVERO BEACHFL329632659N/APCSUPPORT FOR LOWER SCHOOL.$35,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREETSAN FRANCISCOCA941033107N/APCGENERAL OPERATING SUPPORT.$25,000
SAVE VENICE INC
133 EAST 58TH STREET SUITE 501NEW YORKNY100221130N/APCGENERAL OPERATING SUPPORT.$5,000
SEVENTH REGIMENT ARMORY CONSERVANCY INC
643 PARK AVENUENEW YORKNY100656122N/APCSUPPORT FOR SNOWFLAKE LOUNGE.$4,000
SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250OAKLANDCA946123050N/APCGENERAL OPERATING SUPPORT.$20,000
SOUTHAMPTON FRESH AIR HOME
PO BOX 244SOUTHAMPTONNY119690244N/APCGENERAL OPERATING SUPPORT.$26,500
SOUTHAMPTON HOSPITAL FOUNDATION
57 HAMPTON ROADSOUTHAMPTONNY119684973N/APCGENERAL OPERATING SUPPORT.$25,000
SOUTHERN ENVIRONMENTAL LAW CENTER
201 WEST MAIN STREET SUITE 14CHARLOTTESVILLEVA229025065N/APCSUPPORT FOR ENERGY AND TRANSPORTATION PROGRAMS.$1,500,000
SQUASH AND EDUCATION ALLIANCE
55 BROAD STREET 14TH FLOORNEW YORKNY100043711N/APCGENERAL OPERATING SUPPORT.$122,000
ST ANDREW'S DUNE CHURCH
PO BOX 1245SOUTHAMPTONNY119691245N/APCGENERAL OPERATING SUPPORT.$20,000
ST ANTHONY FOUNDATION
150 GOLDEN GATE AVENUESAN FRANCISCOCA941023810N/APCGENERAL OPERATING SUPPORT.$10,000
ST DAVID'S SCHOOL
12 EAST 89TH STREETNEW YORKNY101280678N/APCGENERAL OPERATING SUPPORT.$25,000
ST DAVID'S SCHOOL
12 EAST 89TH STREETNEW YORKNY101280678N/APCSUPPORT FOR EMERGENCY AID FUND.$5,000
ST JOHN'S EPISCOPAL CHURCH
PO BOX 5068SOUTHAMPTONNY119695068N/APCGENERAL OPERATING SUPPORT.$90,000
ST JOHN'S LATTINGTOWN EPISCOPAL CHURCH
325 LATTINGTOWN ROADLOCUST VALLEYNY115601022N/APCGENERAL OPERATING SUPPORT.$80,000
ST LUKE'S WOOD RIVER FOUNDATION
PO BOX 7005KETCHUMID833409907N/APCGENERAL OPERATING SUPPORT.$20,000
ST LUKE'S WOOD RIVER FOUNDATION
PO BOX 7005KETCHUMID833409907N/APCSUPPORT FOR COVID TESTING INITIATIVE & ANNUAL GIVING.$20,000
ST LUKE'S WOOD RIVER FOUNDATION
PO BOX 7005KETCHUMID833409907N/APCGENERAL SUPPORT FOR COVID-19 RELATED NEEDS.$30,000
ST THOMAS EPISCOPAL CHURCH
PO BOX 1070SUN VALLEYID833531070N/APCGENERAL OPERATING SUPPORT.$60,000
STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS
655 KNIGHT WAYSTANFORDCA943057216N/APCSUPPORT FOR THE SOCIAL INNOVATION FELLOWSHIP PROGRAM.$110,000
STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS
655 KNIGHT WAYSTANFORDCA943057216N/APCSUPPORT FOR DEAN'S FUND.$10,000
STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS
655 KNIGHT WAYSTANFORDCA943057216N/APCSCHOLARSHIP SUPPORT.$10,000
STARSHIP FOUNDATION
N/ANCSUPPORT FOR STARSHIP FOUNDATION'S NATIONAL AIR AMBULANCE.$50,000PO BOX 9389 NEWMARKETAUCKLANDNZ1149
STEEL CITY SQUASH
140 TREES HALLPITTSBURGHPA152611095N/APCSUPPORT FOR STEEL CITY CUP EVENT.$1,000
STRIVE INTERNATIONAL INC
205 EAST 122ND STREET 3RD FLOORNEW YORKNY100352126N/APCGENERAL OPERATING SUPPORT.$25,000
STUDENT SPONSOR PARTNERS
424 MADISON AVENUE 3RD FLOORNEW YORKNY100171321N/APCGENERAL OPERATING SUPPORT.$15,000
SUCCESS ACADEMY CHARTER SCHOOLS
95 PINE STREET 6TH FLOORNEW YORKNY100053917N/APCSUPPORT FOR PHASE II OF SUCCESS ACADEMY CHARTER SCHOOLS' EDUCATION INSTITUTE.$5,000,000
SUCCESS ACADEMY CHARTER SCHOOLS
95 PINE STREET 6TH FLOORNEW YORKNY100053917N/APCSUPPORT FOR INSTRUCTIONAL EXPENSES RESULTING FROM COVID-19.$500,000
SUCCESS ACADEMY CHARTER SCHOOLS
95 PINE STREET 6TH FLOORNEW YORKNY100053917N/APCGENERAL OPERATING SUPPORT.$4,250,000
SUSTAINABILITY ACCOUNTING STANDARDS BOARD
1045 SANSOME STREET SUITE 450SAN FRANCISCOCA941111343N/APCGENERAL OPERATING SUPPORT.$333,333
TEACH FOR ALL
25 BROADWAY 12TH FLOORNEW YORKNY100041056N/APCGENERAL OPERATING SUPPORT.$1,250,000
TEACH FOR AMERICA INC
25 BROADWAY 12TH FLOORNEW YORKNY100041056N/APCSUPPORT FOR TFA'S PROGRAMMATIC RESPONSE TO COVID-19.$1,000,000
THE ACTOR'S FUND OF AMERICA
729 SEVENTH AVENUE 10TH FLOORNEW YORKNY100196895N/APCGENERAL OPERATING SUPPORT.$10,000
THE BOYS' CLUB OF NEW YORK
287 EAST 10TH STREETNEW YORKNY100094816N/APCGENERAL OPERATING SUPPORT.$110,000
THE BRADY CENTER TO PREVENT GUN VIOLENCE
840 FIRST STREET NE SUITE 400WASHINGTONDC200028040N/APCGENERAL OPERATING SUPPORT.$10,000
THE BRIDGESPAN GROUP INC
2 COPLEY PLACE SUITE 3700BBOSTONMA021166502N/APCSUPPORT FOR THE PLAN TO GENERATE IMPACT ON NONPROFIT AND PHILANTHROPIC SECTORS.$3,000,000
THE BROAD INSTITUTE INC
415 MAIN STREETCAMBRIDGEMA021421027N/APCSUPPORT FOR PRECISION MEDICINE INITIATIVE.$1,320,000
THE CATHEDRAL CHURCH OF SAINT JOHN THE DIVINE
1047 AMSTERDAM AVENUENEW YORKNY100251747N/APCGENERAL OPERATING SUPPORT.$10,000
THE CHAPIN SCHOOL
100 EAST END AVENUENEW YORKNY100287498N/APCGENERAL OPERATING SUPPORT.$30,000
THE CHILDREN'S AID SOCIETY
711 THIRD AVENUE SUITE 700NEW YORKNY100174014N/APCGENERAL OPERATING SUPPORT.$15,000
THE CHURCH OF OUR SAVIOUR
59 PARK AVENUENEW YORKNY100163084N/APCGENERAL OPERATING SUPPORT.$18,000
THE CONSERVATION FUND
1655 NORTH FORT MYER DRIVE SUITEARLINGTONVA222093199N/APCGENERAL OPERATING SUPPORT.$20,0001300
THE FIRST TEE OF GREATER CHARLESTON
321 WINGO WAY SUITE 201MOUNT PLEASANTSC294642886N/APCGENERAL OPERATING SUPPORT.$2,500
THE GREEN VALE SCHOOL
250 VALENTINES LANEOLD BROOKVILLENY115452523N/APCGENERAL OPERATING SUPPORT.$3,000
THE ISLAMORADA FOUNDATION
PO BOX 1315ISLAMORADAFL333061315N/APCGENERAL OPERATING SUPPORT.$15,000
THE ISLAMORADA FOUNDATION
PO BOX 1315ISLAMORADAFL333061315N/APCSUPPORT FOR J. GILBERT REESE PARK.$40,000
THE MUSEUM OF MODERN ART
DEPARTMENT OF DEVELOPMENT 11 WESTNEW YORKNY100195497N/APCSUPPORT WORK OF THE DIRECTOR'S COUNCIL.$25,00053RD STREET
THE NATURE CONSERVANCY
WORLDWIDE OFFICE 4245 NORTH FAIRFAXARLINGTONVA222031637N/APCSUPPORT FOR SILVER CREEK PRESERVE.$10,000DRIVE SUITE 100
THE NATURE CONSERVANCY
WORLDWIDE OFFICE 4245 NORTH FAIRFAXARLINGTONVA222031637N/APCGENERAL OPERATING SUPPORT.$30,000DRIVE SUITE 100
THE NEW YORK STEM CELL FOUNDATION INC
619 WEST 54TH STREET 3RD FLOORNEW YORKNY100193545N/APCSUPPORT FOR EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE.$9,814,975
THE POPULATION COUNCIL INC
1 DAG HAMMARSKJOLD PLAZANEW YORKNY100172201N/APCGENERAL OPERATING SUPPORT.$20,000
THE RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA
PO BOX 400195CHARLOTTESVILLEVA229044195N/APCSUPPORT THE DEVELOPMENT OF SCHOOL AND SYSTEM-WIDE EXCELLENCE IN EDUCATION.$700,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY100656307N/APCSUPPORT FOR THERAPEUTIC DEVELOPMENT FUND$3,700,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY100656307N/APCSUPPORT ROCKEFELLER UNIVERSITY'S FUND FOR COVID-19 RESEARCH.$1,000,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY100656307N/APCJULIAN & JOSIE ROBERTSON FUND TO RECRUIT YOUNG INVESTIGATORS.$1,100,000
THE ROGOSIN INSTITUTE
505 EAST 70TH STREETNEW YORKNY100214872N/APCGENERAL OPERATING SUPPORT.$20,000
THE SOCIETY OF MSK
1233 YORK AVENUE SUITE B-101NEW YORKNY100656306N/APCGENERAL OPERATING SUPPORT.$2,500
THE UNIVERSITY OF TEXAS FOUNDATION
PO BOX 4486HOUSTONTX772104486N/APCSUPPORT FOR DR. CHRISTOPHER J. LOGOTHETIS' RESEARCH.$15,000
THE WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC200363209N/APCSUPPORT FOR THE ENERGY AND CLIMATE PROGRAM.$1,500,000
THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
529 14TH STREET NW SUITE 500WASHINGTONDC200451501N/APCSUPPORT FOR THE MENHADEN CONSERVATION PROJECT.$10,000
TRIANGLE GOLF FOUNDATION INC
8800 WESTGATE PARK DRIVE SUITE 104RALEIGHNC276174833N/APCGENERAL OPERATING SUPPORT.$1,000
UNC-CHAPEL HILL ARTS & SCIENCES FOUNDATION
523 EAST FRANKLIN STREETCHAPEL HILLNC275996115N/APCSUPPORT FOR THE DEPARTMENT OF GEOGRAPHY.$30,000
UNITED STATES ENERGY FOUNDATION
301 BATTERY STREET 5TH FLOORSAN FRANCISCOCA941113237N/APCSUPPORT FOR SOUTHEAST PROGRAM.$3,000,000
UNIVERSITY OF NORTH CAROLINA PRESS
116 SOUTH BOUNDARY STREETCHAPEL HILLNC275143808N/APCGENERAL OPERATING SUPPORT.$25,000
UNIVERSITY OF VERMONT AND STATE ARGRICULTURAL COLLEGE FOUNDATION INC
411 MAIN STREETBURLINGTONVT054017420N/APCSCHOLARSHIP FUNDING.$5,000
US SQUASH
555 EIGHTH AVENUE SUITE 1102NEW YORKNY100184366N/APCGENERAL OPERATING SUPPORT.$15,000
WHITNEY MUSEUM OF AMERICAN ART
DEVELOPMENT OFFICE 99 GANSEVOORTNEW YORKNY100141404N/APCGENERAL OPERATING SUPPORT.$25,000STREET
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY104601068N/APCGENERAL OPERATING SUPPORT.$107,500
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY104601068N/APCSUPPORT FOR THE TIGER PROGRAM.$500,000
WOODS HOLE OCEANOGRAPHIC INSTITUTION
MAIL STOP 40 266 WOODS HOLE ROADWOODS HOLEMA025431050N/APCSUPPORT FOR EXPLORATION OF THE TWILIGHT ZONE OF THE NW ATLANTIC OCEAN.$500,000
WORLD CENTRAL KITCHEN
1342 FLORIDA AVENUE NWWASHINGTONDC200094808N/APCGENERAL OPERATING SUPPORT.$500
YOUNG LIFE
120 WEST 14TH STREET 5TH FLOORNEW YORKNY100117301N/APCGENERAL OPERATING SUPPORT.$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,992,961TotalGrantOrContriPdDurYrAmt

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 OXFORD BIG DATA INSTITUTE.$5,879,520
CANCER RESEARCH INSTITUTE
29 BROADWAY 4TH FLOORNEW YORKNY100063111N/APCSUPPORT FOR LLOYD J. OLD STAR PROGRAM.$9,812,500
CF FOUNDATION INC
3445 PEACHTREE ROAD NE SUITE 175ATLANTAGA303261234N/APCGENERAL OPERATING SUPPORT.$2,000,000
CLASSICAL CHARTER SCHOOLS
977 FOX STREETBRONXNY104593320N/APCSUPPORT FOR THE DEVELOPMENT OF THE COMPLETE CLASSICAL CHARTER SCHOOLS ENGINE.$2,625,000
COMMUNITIES IN SCHOOLS INC
2345 CRYSTAL DRIVE SUITE 700ARLINGTONVA222024827N/APCGENERAL OPERATING SUPPORT.$660,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA941114608N/APCSUPPORT FOR CLIMATE AND ENERGY PROGRAM.$6,000,000
ENVIRONMENTAL DEFENSE FUND INC
257 PARK AVENUE SOUTHNEW YORKNY100107304N/APCSUPPORT FOR OIL AND GAS, CHINA AND SCIENCE AND ECONOMIC PROGRAMS.$12,000,000
EPISCOPAL HIGH SCHOOL
1200 NORTH QUAKER LANEALEXANDRIAVA223023000N/APCONE TIME ENDOWMENT GRANT - RESTRICTED TO FINANCIAL AID.$750,000
IMENTOR
199 WATER STREET 8TH FLOORNEW YORKNY100383586N/APCSUPPORT FOR PROGRESS TOWARDS 2018-2023 STRATEGIC PLAN.$750,000
MARY'S MEALS USA
75 ORCHARD STREETBLOOMFIELDNJ070035103N/APCSUPPORT FOR STRENGTHEN PROGRAMMING AND FUNDRAISING CAPACITY.$670,000
MAYO CLINIC ROCHESTER
DEPARTMENT OF DEVELOPMENT 200 FIRSTROCHESTERMN559050001N/APCPHASE I CLINICAL TRIAL IN ABLATION RESEARCH.$533,149STREET SOUTH WEST
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27432NEW YORKNY100877432N/APCSUPPORT FOR JOSIE ROBERTSON SURGERY CENTER AND INVESTIGATOR PROGRAM$15,000,000
METHANESAT LLC
C/O EDF 257 PARK AVENUE SOUTHNEW YORKNY100107304N/APCGENERAL OPERATING SUPPORT.$4,000,000
OCEAN CONSERVANCY
1300 19TH STREET NW 8TH FLOORWASHINGTONDC200361653N/APCSUPPORT FOR WORK AT THE OCEAN-CLIMATE NEXUS.$3,750,000
OCEANA INC
1025 CONNECTICUT AVENUE NW SUITEWASHINGTONDC200365425N/APCSUPPORT FOR WORK PROTECTING US COASTAL AREAS, REDUCE PLASTIC USE AND PREVENT ILLEGAL FISHING.$2,500,000200
PANTHERA
8 WEST 40TH STREET 18TH FLOORNEW YORKNY100182218N/APCSUPPORT FOR TIGERS FOREVER PROGRAM.$2,500,000
REGULATORY ASSISTANCE PROJECT
50 STATE STREET SUITE 3MONTPELIERVT056022957N/APCSUPPORT FOR WORK TO ENABLE A CLEANER, FAIRER & MORE EFFICIENT US ELECTRICITY SYSTEM$375,000
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.$4,500,000
SOUTHERN ENVIRONMENTAL LAW CENTER
201 WEST MAIN STREET SUITE 14CHARLOTTESVILLEVA229025065N/APCSUPPORT FOR ENERGY AND TRANSPORTATION PROGRAMS.$2,250,000
SUCCESS ACADEMY CHARTER SCHOOLS
95 PINE STREET 6TH FLOORNEW YORKNY100053917N/APCSUPPORT FOR PHASE II OF SUCCESS ACADEMY CHARTER SCHOOLS' EDUCATION INSTITUTE.$12,000,000
TEACH FOR ALL
25 BROADWAY 12TH FLOORNEW YORKNY100041056N/APCGENERAL OPERATING SUPPORT.$750,000
TEACH FOR AMERICA
25 BROADWAY 12TH FLOORNEW YORKNY100041056N/APCSUPPORT FOR TFA'S PROGRAMMATIC RESPONSE TO COVID-19.$1,000,000
THE BROAD INSTITUTE INC
415 MAIN STREETCAMBRIDGEMA021421027N/APCSUPPORT FOR PRECISION MEDICINE INITIATIVE.$5,430,000
THE ENERGY FOUNDATION
301 BATTERY STREET 5TH FLOORSAN FRANCISCOCA941113237N/APCSUPPORT FOR SOUTHEAST PROGRAM.$6,000,000
THE NEW YORK STEM CELL FOUNDATION INC
619 WEST 54TH STREET 3RD FLOORNEW YORKNY100193545N/APCSUPPORT FOR EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE.$33,551,126
THE NEW YORK STEM CELL FOUNDATION INC
619 WEST 54TH STREET 3RD FLOORNEW YORKNY100193545N/APCSUPPORT FOR EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE.$15,789,270
THE RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA
PO BOX 400195CHARLOTTESVILLEVA229044195N/APCSUPPORT THE DEVELOPMENT OF SCHOOL AND SYSTEM-WIDE EXCELLENCE IN EDUCATION.$1,500,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY100656307N/APCJULIAN & JOSIE ROBERTSON FUND TO RECRUIT YOUNG INVESTIGATORS.$26,000,000
THE WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC200363209N/APCSUPPORT FOR THE ENERGY AND CLIMATE PROGRAM.$750,000
THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
529 14TH STREET NW SUITE 500WASHINGTONDC200451501N/APCSUPPORT FOR CONSERVATION OF MENHADEN IN GULF OF MEXICO.$450,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY104601068N/APCSUPPORT FOR THE TIGER PROGRAM.$2,500,000
WOODS HOLE INSTITUTE
MAIL STOP 40 266 WOODS HOLE ROADWOODS HOLEMA025431050N/APCSUPPORT FOR EXPLORATION OF THE TWILIGHT ZONE OF THE NW ATLANTIC OCEAN.$1,500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$209,275,565TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,332ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,973,535ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$208,547ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescADMINISTRATION INCOMEDesc
Related Or Exempt Function Incm$324,973RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,821,320ExclusionAmt
Related Or Exempt Function Incm$324,973RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,146,293TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
CategoryFINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATIONCategoryTxt
Amt$52,750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$52,750DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtAddress Line2USAddress/AddressLine2TxtAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
B ROBERT WILLIAMSON JR FOUNDATION
300 PARK AVENUE 25TH FLOORNEW YORKNY1002274022020-09-11$10,000SUPPORT FOR CONTINUATION OF AFTER SCHOOL PROGRAMMING VIA ZOOM.$10,000TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.02/02/2021THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
CLASSICAL AMERICAN HOMES PRESERVATION TRUST
69 EAST 93RD STREETNEW YORKNY1012813312018-12-20$50,000GENERAL OPERATING SUPPORT.$0TO 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.$0TO 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.$0TO 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$7,161,383GENERAL OPERATING SUPPORT AND SCHOLARSHIPS.$0TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORTN/AAVENUE 48TH FLOOR
STARSHIP FOUNDATION
2020-07-09$50,000SUPPORT FOR STARSHIP FOUNDATION'S NATIONAL AIR AMBULANCE.$0TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS.PENDING REPORTN/APO BOX 9389 NEWMARKETAUCKLANDNZ1149

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSCHEDULE OF CONTROLLED ENTITIESIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART VII-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationNAME 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 - $69,500,000DESCRIPTION OF TRANSFER - CASHMediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ROBERTSON FOUNDATION CORPORATION 3,563 SHARESAT COST$93,010,611$295,247,832
VANGUARD SHORT-TERM TREASURY FUND ADMIRAL [VFIRX] 18,612,113.731 SHARESAT COST$197,341,412$203,244,282

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LEASEHOLD IMPROVEMENTS$131,650$85,500$46,150$46,150
FURNITURE AND FIXTURES$339,885$330,407$9,478$9,478
COMPUTERS AND OTHER EQUIPMENT$85,711$77,147$8,564$8,564

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL AND ADMINISTRATIVE LEGAL COUNSELCategoryTxt
Legal Fees$30,606LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$30,606DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITY DEPOSITS$198,625$198,625$198,625
LICENSE FEE RECEIVABLE$27,094$55,663$55,663

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER AND SOFTWARE EXPENSES$34,959$0$34,959
DUES AND SUBSCRIPTIONS$97,100$0$97,100
EMPLOYMENT EXPENSES$32,088$0$32,088
FILING FEES$1,500$0$1,500
INSURANCE$39,272$0$39,272
OFFICE EXPENSES AND OTHER EXPENSES$32,073$0$32,073

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$4,326,673
ADMINISTRATION INCOME$324,973$324,973

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTANTSCategoryTxt
Amt$127,415Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$127,415DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX PAIDCategoryTxt
Amt$750,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt