ROBERTSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTSON FOUNDATION (EIN 13-7068398)
- Tax period
- 2024-12-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349104680
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:24:58-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137068398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERTSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2129845700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 WEST 45TH STREET 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100364602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER ROBERTSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129845700 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $507,192,027 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,940 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,940 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $348,320 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $2,456,918 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,064 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,767,659 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $27,064 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $41,004 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,586,837 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,064 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,692 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $3,200 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $93,492 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $203,396 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $21,327 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $182,069 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $48,294 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $2,537 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $45,757 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $122,385 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $122,385 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $98,906 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $98,906 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $145,449 | InterestNetInvstIncmAmt |
| Taxes Net Invst Incm | $12,803 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,598 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $63,190 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $63,190 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,804 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,804 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,124 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $435,239 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,124 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $710,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $593,491 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $27,064 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $681,727 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,616,947 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,616,947 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,327,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $593,491 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $27,064 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,298,674 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,286,332 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,993,346 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $431,190 | CashBOYAmt |
| Cash EOY | $342,408 | CashEOYAmt |
| Cash EOYFMV | $342,408 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,692,978 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,536,487 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,536,487 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $200,238,038 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $195,238,038 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $422,895,920 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $655,130 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $616,615 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $40,113 | LandBOYAmt |
| Land EOY | $38,515 | LandEOYAmt |
| Land EOYFMV | $38,515 | LandEOYFMVAmt |
| Other Assets BOY | $82,418,158 | OtherAssetsBOYAmt |
| Other Assets EOY | $82,378,697 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $82,378,697 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $300,820,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $279,534,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $507,192,027 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $300,820,477 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $279,534,145 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $300,820,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $279,534,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $300,820,477 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $279,534,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $300,820,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,286,332 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $279,534,145 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $279,534,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | THRU SCHEDULE K-1 - TIGER PARTNERS, L.P. | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $2,456,918 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,456,918 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,456,918 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $333,508 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $333,508 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $333,508 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $293,674 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $493,674 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $160,166 | OverpaymentAmt |
| Applied To ES Tax | $160,166 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH A RUTIGLIANO CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129845700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 WEST 45TH STREET 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100364602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JULIAN SPENCER ROBERTSON | ||||||||
| 45 WEST 45TH STREET 12TH FLOOR | NEW YORK | NY | 100364602 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JULIAN HART ROBERTSON III | ||||||||
| 45 WEST 45TH STREET 12TH FLOOR | NEW YORK | NY | 100364602 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALEXANDER TUCKER ROBERTSON | ||||||||
| 45 WEST 45TH STREET 12TH FLOOR | NEW YORK | NY | 100364602 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALEXANDRA ROBERTSON | ||||||||
| 45 WEST 45TH STREET 12TH FLOOR | NEW YORK | NY | 100364602 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARAH ROBERTSON | ||||||||
| 45 WEST 45TH STREET 12TH FLOOR | NEW YORK | NY | 100364602 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CLAIRE ROBERTSON | ||||||||
| 45 WEST 45TH STREET 12TH FLOOR | NEW YORK | NY | 100364602 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WYNDHAM ROBERTSON | ||||||||
| 45 WEST 45TH STREET 12TH FLOOR | NEW YORK | NY | 100364602 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES FREEMAN | ||||||||
| 45 WEST 45TH STREET 12TH FLOOR | NEW YORK | NY | 100364602 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD BARTH JR | ||||||||
| 45 WEST 45TH STREET 12TH FLOOR | NEW YORK | NY | 100364602 | PRESIDENT | 25.00 | $64,692 | $7,116 | $0 |
| KELSEY CREDE | ||||||||
| 45 WEST 45TH STREET 12TH FLOOR | NEW YORK | NY | 100364602 | EXECUTIVE DIRECTOR | 40.00 | $32,000 | $3,520 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PATTERSON BELKNAP WEBB & TYLER LLP | |||||
| 1133 6TH AVENUE | NEW YORK | NY | 100366710 | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | $62,156 |
| MCDERMOTT WILL & EMERY | |||||
| 444 WEST LAKE STREET SUITE 4000 | CHICAGO | IL | 606060029 | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | $60,229 |
| RUTH CATONE GOULDING INC | |||||
| 416 WEST 13TH STREET | NEW YORK | NY | 100141176 | ARTWORKS RESTORATION, CONSERVATION, AND APPRAISALS | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION RECENTLY RECEIVED A NUMBER OF ARTWORKS THROUGH A BEQUEST FROM AN ESTATE. THE FOUNDATION IS CURRENTLY ENGAGED IN CONSERVING AND RESTORING THE ARTWORKS AND HAS BEGUN DEVELOPING AN ART-LENDING PROGRAM TO MAKE THEM AVAILABLE TO CHARITABLE INSTITUTIONSSUCH AS MUSEUMS AND SCHOOLSFOR PUBLIC EXHIBITION. IN ADDITION, SELECT PIECES HAVE BEEN, AND MAY CONTINUE TO BE, GRANTED OUTRIGHT TO ELIGIBLE GRANTEES. THESE EFFORTS AIM TO ENSURE THE ARTWORKS ARE PRESERVED AND MADE ACCESSIBLE TO A BROADER PUBLIC AUDIENCE. DURING THE YEAR, THE FOUNDATION INCURRED EXPENSES RELATED TO THE RESTORATION AND CONSERVATION OF THE ARTWORKS, THE DEVELOPMENT OF THE ART-LENDING PROGRAM, AND OTHER ASSOCIATED ACTIVITIES. | Description1Txt |
| Expenses1 | $55,689 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $422,895,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,878,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $198,625 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $424,973,440 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $424,973,440 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,374,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $418,598,838 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,777,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,777,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $333,508 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $179,370 | IncomeTaxAmt |
| Total Tax | $512,878 | TotalTaxAmt |
| Distributable Before Adj | $1,264,911 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,264,911 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,264,911 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,298,674 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,298,674 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,264,911 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $66,568,651 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,711,101 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,553,466 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,432,046 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $92,142,158 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $345,407,422 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,298,674 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,264,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,033,763 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $365,441,185 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $66,568,651 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $298,872,534 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,711,101 | ExcessFromYear4Amt |
| Excess From Year3 | $56,553,466 | ExcessFromYear3Amt |
| Excess From Year2 | $62,432,046 | ExcessFromYear2Amt |
| Excess From Year1 | $92,142,158 | ExcessFromYear1Amt |
| Excess From Current Year | $20,033,763 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC | |||||||||||
| 225 NORTH MICHIGAN AVENUE 17TH | FLOOR | CHICAGO | IL | 60601 | N/A | PC | ACCELERATE IMPACTFUL, CROSS-DISCIPLINARY DISCOVER RESEARCH | $2,000,000 | |||
| BOYS AND GIRLS CLUB OF GREENWICH | |||||||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| BRICK CITY ROWING | |||||||||||
| 92 PULASKI STREET SUITE 403 | NEWARK | NJ | 07105 | N/A | PC | GENERAL SUPPORT | $2,000 | ||||
| CHRIST CHURCH GREENWICH | |||||||||||
| 254 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | N/A | PC | SUPPORT FOR ANNUAL FUND | $10,000 | ||||
| CITY SQUASH INC | |||||||||||
| PO BOX 619 | BRONX | NY | 10458 | N/A | PC | JHR MEMORIAL SQUASH CENTER | $20,000 | ||||
| DEERFIELD ACADEMY | |||||||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | N/A | PC | CLASS OF 1997 SCHOLARSHIP FUND | $10,000 | ||||
| EDUCATORS 4 EXCELLENCE | |||||||||||
| 80 PINE STREET 28TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | SUPPORT FOR A CAMPAIGN TO MOBILIZE TEACHERS AND ELECTED OFFICIALS IN SUPPORT OF NYC READS | $600,000 | ||||
| ENVIRONMENTAL DEFENSE FUND INC | |||||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | N/A | PC | SUPPORT WORK TO REDUCE AGRICULTURAL METHANE AND IMPROVE ALTERNATIVE FUELS | $4,000,000 | ||||
| EPISCOPAL CHARITIES OF NEW YORK | |||||||||||
| 1047 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| FISHTANK LEARNING | |||||||||||
| 162 CYPRESS STREET | BROOKLINE | MA | 02445 | N/A | PC | SUPPORT FOR THE REDESIGN OF FISHTANK'S MIDDLE SCHOOL WRITING UNITS | $600,000 | ||||
| HEU LEARNING | |||||||||||
| 885 WEST END AVENUE APARTMENT 4C | NEW YORK | NY | 10025 | N/A | PC | GENERAL SUPPORT | $3,500 | ||||
| IMENTOR | |||||||||||
| 199 WATER STREET 8TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | SUPPORT FOR THE JULIAN PRIZE | $300,000 | ||||
| INSPIRENOLA | |||||||||||
| 2401 WESTBEND PARKWAY | NEW ORLEANS | LA | 70114 | N/A | PC | SUPPORT MCMAIN HIGH SCHOOL ROBOTICS | $3,500 | ||||
| INSTRUCTION PARTNERS | |||||||||||
| 604 GALLATIN AVENUE SUITE 202 | NASHVILLE | TN | 37206 | N/A | PC | SUPPORT FOR PLANNING AND LAUNCH OF THE ELEMENTARY READING INITIATIVE | $500,000 | ||||
| INTER-FAITH COUNCIL FOR SOCIAL SERVICE | |||||||||||
| 110 WEST MAIN STREET | CARRBORO | NC | 27510 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| INTERNATIONAL COUNCIL ON CLEAN TRANSPORTATION INC | |||||||||||
| 1500 K STREET NW SUITE 650 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT - WORK IN LATIN AMERICA | $1,000,000 | ||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||||||
| OFFICE OF DEVELOPMENT 633 THIRD | AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $125,000 | |||
| NATURAL RESOURCE GOVERNANCE INSTITUTE | |||||||||||
| 88 PINE STREET WALL STREET PLAZA | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT - ENERGY TRANSITION IN LATIN AMERICA | $500,000 | ||||
| NEW ZEALAND OLYMPIC COMMITTEE AMERICAN | |||||||||||
| PO BOX 1276 | NEW YORK | NY | 10026 | N/A | PC | GENERAL SUPPORT | $20,000 | ||||
| OPPORTUNITY LABS FOUNDATION INC | |||||||||||
| 630 PARK AVENUE | BRIELLE | NJ | 08730 | N/A | PC | TO BUILD FIELD KNOWLEDGE AND DECISION-MAKING FRAMEWORKS RE; AI IN EDUCATION | $20,000 | ||||
| PIE NETWORK | |||||||||||
| 5123 WEST 98TH STREET SUITE 1209 | MINNEAPOLIS | MN | 55437 | N/A | PC | SUPPORT FOR THE LAUNCH AND OPERATION OF A LITERACY COMMUNITY OF PRACTICE | $450,000 | ||||
| PLAYMAKERS REPERTORY COMPANY | |||||||||||
| DEVELOPMENT DEPARTMENT CB 3235 | CHAPEL HILL | NC | 27599 | N/A | PC | ANNUAL FUND 2024-2025 | $10,000 | ||||
| PRINCETON UNIVERSITY | |||||||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | N/A | PC | SUPPORT FOR TBD SQUASH FUND | $140,000 | ||||
| PUBLIC ED WORKS | |||||||||||
| PO BOX 10463 | RALEIGH | NC | 27605 | N/A | PC | GENERAL SUPPORT | $15,000 | ||||
| QUILLORG | |||||||||||
| 41 EAST 11TH STREET 11TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | SUPPORT FOR THE DEVELOPMENT AND INITIAL SCALING OF A SUITE OF AI-POWERED WRITING ACTIVITIES | $600,000 | ||||
| ROBERTSON SCHOLARS LEADERSHIP PROGRAM | |||||||||||
| 45 WEST 45TH STREET 12TH FLOOR | NEW YORK | NY | 10036 | N/A | PF | GENERAL OPERATING SUPPORT AND SCHOLARSHIPS | $4,898,822 | ||||
| SACRED HEART GREENWICH | |||||||||||
| 1177 KING STREET | GREENWICH | CT | 06831 | N/A | PC | GENERAL SUPPORT | $25,000 | ||||
| TEACH FOR AMERICA - NC REGION | |||||||||||
| PO BOX 748600 | ATLANTA | GA | 30374 | N/A | PC | SUPPORT FOR TFA-EASTERN NORTH CAROLINA REGION | $10,000 | ||||
| TEACH PLUS | |||||||||||
| 1 BEACON STREET SUITE 1500 | BOSTON | MA | 02108 | N/A | PC | REIMAGINING TEACHING ROADMAP AND TEACHING ROLE | $250,000 | ||||
| TEACHING MATTERS INC | |||||||||||
| 475 RIVERSIDE DRIVE SUITE 1600 | NEW YORK | NY | 10115 | N/A | PC | SUPPORT FOR THE ITERATION AND SCALING OF THE EARLY LEARNING MATTERS (ELM) PROGRAM IN NYC | $300,000 | ||||
| THE CHAPEL OF THE CROSS | |||||||||||
| 304 EAST FRANKLIN STREET | CHAPEL HILL | NC | 27514 | N/A | PC | 2025 ANNUAL FUND | $40,000 | ||||
| THE FUND FOR PUBLIC SCHOOLS INC | |||||||||||
| 52 CHAMBERS STREET SUITE 305 | NEW YORK | NY | 10007 | N/A | PC | SUPPORT FOR NYC READS - PROFESSIONAL LEARNING - CREATING STRUCTURES AND EVALUATION | $3,000,000 | ||||
| THE GIFT TRUST | |||||||||||
| N/A | PC | SUPPORT FOR DOMAIN LODGE | $1,500 | 3 MACDONALD CRESCENT PO BOX 19120 | WELLINGTON | NZ | |||||
| THE ROCKEFELLER UNIVERSITY | |||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | 2ND GRANT SUPPORTING THE JULIAN AND JOSIE ROBERTSON FUND TO RECRUIT YOUNG INVESTIGATORS | $1,100,000 | ||||
| UNC OF NC AT CHAPEL HILL | |||||||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | N/A | PC | MARCO ALEMAN FUND FOR CAMPOS EXCELLENCE | $37,625 | ||||
| UNC OF NC AT CHAPEL HILL | |||||||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | N/A | PC | GENERAL SUPPORT FOR GEOGRAPHY DEPARTMENT | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,616,947 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC | |||||||||||||
| 225 NORTH MICHIGAN AVENUE 17TH | FLOOR | CHICAGO | IL | 60601 | N/A | PC | ACCEL RESEARCH TO GET FULLER PICTURE OF BIO OF ADANDRD | $6,000,000 | |||||
| AMERICANS FOR OXFORD INC | |||||||||||||
| 500 5TH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | N/A | PC | SUPPORT FOR FELID PROGRAM AND PANTHER DIPLOMA PROGRAM | $1,149,096 | ||||||
| ASOCIACION INTERAMERICANA | |||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | AMAZON FREE FROM OIL AND GAS PROJECT | $250,000 | ||||||
| ASSOCIACAO ARAYARA DE EDUCACAO E CULTURA | |||||||||||||
| N/A | PC | SUPPORT WORK TO AVOID OIL AND GAS DEPENDENCE | $250,000 | FUA GASPAR CARRIHO JUNIOR 001 | BOSQUE GUTIERREZ - MEMORIAL CHICO M | CURITIBA | BR | 80810210 | |||||
| BLOOMFIELD PUBLIC LIBRARY FOUNDATION | |||||||||||||
| 90 BROAD STREET | BLOOMFIELD | NJ | 07003 | N/A | PC | GENERAL SUPPORT | $3,500 | ||||||
| C40 CITIES CLIMATE LEADERSHIP GROUP INC | |||||||||||||
| 120 PARK AVENUE 23RD FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | ||||||
| CANCER RESEARCH INSTITUTE | |||||||||||||
| 29 BROADWAY 4TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | SUPPORT FOR LLOYD J. OLD STAR PROGRAM | $3,437,500 | ||||||
| CENTER FOR PUBLIC RESEARCH AND LEADERSHIP | |||||||||||||
| C/O PROF JAMES LIEBMAN COLUMBIA LAW | SCHOOL 435 WEST 116TH STREET BOX B- | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING SUPPORT | $2,150,000 | |||||
| CITY SQUASH INC | |||||||||||||
| PO BOX 619 | BRONX | NY | 10458 | N/A | PC | GENERAL OPERATING SUPPORT | $1,300,000 | ||||||
| EARTHJUSTICE | |||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | SUPPORT FOR COAL AND CLEAN ENERGY WORK | $1,000,000 | ||||||
| EDUCATORS 4 EXCELLENCE | |||||||||||||
| 80 PINE STREET 28TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $400,000 | ||||||
| ENVIRONMENTAL DEFENSE FUND INC | |||||||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | N/A | PC | DECARBONIZING THE TRUCKING SECTOR, REDUCING AGRICULTURAL METHANE EMISSIONS AND CATALYZING GREATER CLIMATE AMBITION IN CHINA | $4,000,000 | ||||||
| FISHTANK LEARNING | |||||||||||||
| 162 CYPRESS STREET | BROOKLINE | MA | 02445 | N/A | PC | GENERAL OPERATING SUPPORT FOR REDESIGN OF FISHTANK'S MIDDLE SCHOOL | $1,000,000 | ||||||
| GLOBAL GREENGRANTS FUND | |||||||||||||
| 2840 WILDERNESS PLACE SUITE A | BOULDER | CO | 80301 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | ||||||
| INICIATIVA CLIMATICA DE MEXICO | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT TO ADVANCE CLEAN ENERGY TRANSITION IN MEXICO | $4,000,000 | MIGUEL LAURENT 70 COL DEL VALLE | CENTRO BENITO JUAREZ | MEXICO CITY | MX | 03200 | |||||
| INSTITUTO CLIMA E SOCIEDADE | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $1,125,000 | RUA GENERAL DIONISIO 14-HUMAITA | RIO DE JANEIRO | BR | 22271-050 | ||||||
| INTERNATIONAL COUNCIL ON CLEAN TRANSPORTATION | |||||||||||||
| 1500 K STREET NW SUITE 650 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000,000 | ||||||
| LITERACY ACADEMY COLLECTIVE | |||||||||||||
| 373 FIRST STREET NUMBER 2 | BROOKLYN | NY | 11215 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||||||||
| OFFICE OF DEVELOPMENT 633 THIRD | AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | JOSIE ROBERTSON INVESTIGATORS PROGRAM | $3,600,000 | |||||
| MOVEMENT STRATEGY CENTER | |||||||||||||
| 1625 CLAY STREET 6TH FLOOR | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT FOR HEAL FOOD ALLIANCE | $666,000 | ||||||
| MOVILIZATORIO LLC | |||||||||||||
| N/A | PC | PROMOTE A JUST TRANSITION TO A CLEANER ECONOMY IN COLUMBIA | $250,000 | CRA 12 A 78-40 FLOOR 3 | BOGOTA | CO | |||||||
| NATURAL RESOURCE GOVERNANCE INSTITUTE | |||||||||||||
| 80 BROAD STREET SUITE 301 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT OF NRGI'S WORK ON JUST ENERGY TRANSITION IN LATIN AMERICA | $500,000 | ||||||
| NEW YORK STEM CELL FOUNDATION | |||||||||||||
| 619 WEST 54TH STREET 3RD FLOOR | NEW YORK | NY | 10019 | N/A | PC | SUPPORT FOR EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE | $15,677,799 | ||||||
| PHILANTHROPY NEW YORK | |||||||||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | EDUCATION ECOSYSTEM VIA SYDNEY MORRIS | $750,000 | ||||||
| PIE NETWORK | |||||||||||||
| 5123 WEST 98TH STREET SUITE 1209 | MINNEAPOLIS | MN | 55437 | N/A | PC | GENERAL OPERATING SUPPORT FOR LAUNCH AND OPERATION OF PIE LITERACY COMMUNITY | $200,000 | ||||||
| PLANT BASED FOOD INSTITUTE | |||||||||||||
| 1 EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | ||||||
| PROTESTANT EPISCOPAL HIGH SCHOOL IN VA | |||||||||||||
| 1200 NORTH QUAKER LANE | ALEXANDRIA | VA | 22302 | N/A | PC | CREATION AND MAINTENANCE OF JHR MEMORIAL GARDEN | $2,500,000 | ||||||
| QUILLORG | |||||||||||||
| 41 EAST 11TH STREET 11TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | SUPPORT FOR DEVELOPMENT AND INITIAL SCALING OF AI POWERED CURRICULUM | $1,000,000 | ||||||
| REFED INC | |||||||||||||
| 122 SOUTH MICHIGAN AVENUE SUITE | 1390-L74 | CHICAGO | IL | 60603 | N/A | PC | SUPPORT PROGRAM DESIGN FOR CORE TEACHING | $1,000,000 | |||||
| RESEARCH FOUNDATION OF CUNY | |||||||||||||
| 230 WEST 41ST STREET SUITE 7 | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500,000 | ||||||
| ROBERTSON SCHOLARS LEADERSHIP PROGRAM | |||||||||||||
| 45 WEST 45TH STREET 12TH FLOOR | NEW YORK | NY | 10036 | N/A | PF | GENERAL OPERATING SUPPORT AND SCHOLARSHIPS | $25,181,178 | ||||||
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||||||||
| 44 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | N/A | PC | STOP EXPANSION OF OIL AND GAS | $2,125,000 | ||||||
| ST FRANCIS COLLEGE | |||||||||||||
| 179 LIVINGSTON STREET | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | ||||||
| STANFORD BRAIN DEVELOPMENT AND EDUCATION LAB | |||||||||||||
| 450 JANE STANFORD WAY BUILDING 420 | STANFORD | CA | 94305 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500,000 | ||||||
| STICHTING FOUNDATION FOR INTERNATIONAL LAW AND THE ENVIRONMENT | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $1,000,000 | KEIZERSGRACHT 555 1017 DR | AMSTERDAM | NL | |||||||
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||||||||
| 95 PINE STREET | NEW YORK | NY | 10005 | N/A | PC | SUPPORT TEACHER TRAINING AND CERTIFIED TRAINING INSTITUTE | $24,000,000 | ||||||
| TEACHING MATTERS INC | |||||||||||||
| 475 RIVERSIDE DRIVE SUITE 1600 | NEW YORK | NY | 10115 | N/A | PC | GENERAL OPERATING SUPPORT FOR ITERATION AND SCALING OF EARLY LEARNING MATTERS | $300,000 | ||||||
| THE BOYS' CLUB OF NEW YORK | |||||||||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000,000 | ||||||
| THE FUND FOR PUBLIC SCHOOLS | |||||||||||||
| 52 CHAMBERS STREET ROOM 305 | NEW YORK | NY | 10007 | N/A | PC | SUPPORT FOR NYC READS | $7,000,000 | ||||||
| THE MELIORE FOUNDATION | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $750,000 | RUE AUX LAINES 70-1000 | BRUSSELS | BE | |||||||
| THE ROCKEFELLER UNIVERSITY | |||||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | THERAPEUTICS DEVELOPMENT FUND | $6,500,000 | ||||||
| TRANSCEND INC | |||||||||||||
| 159 LINCOLN AVENUE | HASTINGS ON HUDSON | NY | 10706 | N/A | PC | ASSESSMENT OF EFFECTIVENESS OF EMERGING AND EXISTING TEACHER ROLE | $250,000 | ||||||
| TRANSFORMA | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | CALLE 72 NO 6-30 OFFICE 402 | BOGOTA | CO | |||||||
| WINDWARD FUND | |||||||||||||
| 1828 L STREET NW SUITE 300-C | WASHINGTON | DC | 20036 | N/A | PC | COORDINATE AND FUND PLANT-BASED AND ALTERNATIVE PROTEINS | $2,500,000 | ||||||
| WORLD RESOURCES INSTITUTE | |||||||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | N/A | PC | SUPPORT IMPLEMENTATION OF PHILANTHROPIC ROADMAP ON FOOD LOSS AND WASTE | $750,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $133,915,073 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,940 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOUNDATION ADMINISTRATION INCOME | Desc |
| Related Or Exempt Function Incm | $27,064 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,940 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,064 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,004 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | ROBERTSON 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLASSICAL AMERICAN HOMES PRESERVATION TRUST | |||||||||||||
| 69 EAST 93RD STREET | NEW YORK | NY | 10128 | 2018-12-20 | $50,000 | GENERAL OPERATING SUPPORT. | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING | THE 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 STREET | NEW YORK | NY | 10128 | 2019-12-04 | $50,000 | GENERAL OPERATING SUPPORT. | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING | THE 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 STREET | NEW YORK | NY | 10128 | 2020-11-20 | $40,000 | GENERAL OPERATING SUPPORT. | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING | THE 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. | ||||
| THE ROBERTSON SCHOLARS LEADERSHIP PROGRAM | |||||||||||||
| 45 WEST 45TH STREET 12TH FLOOR | NEW YORK | NY | 10036 | 2024-07-01 | $9,560,077 | GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2025. | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING | THE 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. | ||||
| THE ROBERTSON SCHOLARS LEADERSHIP PROGRAM | |||||||||||||
| 45 WEST 45TH STREET 12TH FLOOR | NEW YORK | NY | 10036 | 2024-12-01 | $4,898,822 | GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2025. | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING | THE 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. | ||||
| INSTITUTO INTERNACIONAL ARAYARA DE EDUCACAO E CULTURA | |||||||||||||
| 2023-11-30 | $500,000 | USE LITIGATION AND ADVOCACY TO MINIMIZE FOSSIL FUES EXPANSION. | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING | THE 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. | RUA GASPAR CARRILHO JUNIOR 001 | CURITIBA | BR | 80810210 | ||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE OF CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VI-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF CONTROLLED ENTITY - ROBERTSON FOUNDATION CORPORATIONEMPLOYER ID NO - 98-0491304ADDRESS - 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 - $0DESCRIPTION OF TRANSFER - N/ATRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - $19,884,574DESCRIPTION OF TRANSFER - CASH $5,000,000 AND INTEREST IN TIGER PARTNER, L.P. $14,884,574 | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROBERTSON FOUNDATION CORPORATION 3,563 SHARES | AT COST | $138,931,423 | $366,393,572 |
| TIGER PARTNERS, L.P. | AT COST | $56,306,615 | $56,502,348 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $131,650 | $131,626 | $24 | $24 |
| FURNITURE AND FIXTURES | $341,379 | $341,025 | $354 | $354 |
| COMPUTERS AND OTHER EQUIPMENT | $182,101 | $143,964 | $38,137 | $38,137 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $122,385 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $122,385 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $198,625 | $198,625 | $198,625 |
| LICENSE FEE RECEIVABLE | $120,897 | $117,407 | $117,407 |
| ACCRUED INTEREST AND DIVIDENDS | $49,911 | $13,940 | $13,940 |
| CHARITABLE USE ASSETS - ARTWORKS | $82,048,725 | $82,048,725 | $82,048,725 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $925 | $0 | $0 | $925 |
| DUES, MEMBERSHIPS AND SUBSCRIPTIONS | $26,680 | $0 | $0 | $26,680 |
| EMPLOYMENT AND PROFESSIONAL DEVELOPMENT EXPENSES | $4,946 | $0 | $0 | $4,946 |
| OFFICE AND OTHER EXPENSES | $5,865 | $0 | $0 | $5,865 |
| PAYROLL PROCESSING | $4,708 | $0 | $0 | $4,708 |
| THRU SCHEDULE K-1 - OTHER DEDUCTIONS | $0 | $435,239 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SUBPART F INCOME FROM ROBERTSON FOUNDATION CORPORATION | $20,937,443 | ||
| THRU SCHEDULE K-1 - ORDINARY BUSINESS INCOME (LOSS) | -$4,967 | ||
| THRU SCHEDULE K-1 - NET RENTAL REAL ESTATE INCOME (LOSS) | -$380 | ||
| THRU SCHEDULE K-1 - ROYALTIES | $1,379 | ||
| THRU SCHEDULE K-1 - OTHER INCOME (LOSS) | $834,184 | ||
| FOUNDATION ADMINISTRATION INCOME | $27,064 | $27,064 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ARTWORKS RESTORATION, CONSERVATION, AND APPRAISALS | $55,000 | $0 | $0 | $55,000 |
| PHILANTHROPIC AND GRANTMAKING ADVISORY SERVICES | $43,906 | $0 | $0 | $43,906 |