Civic Intelligence

The Aotearoa Foundation

990PF • Fiscal year 2022 • EIN 20-1464742

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization Profile
101 Park Avenue 48th FLNew York, NY 10178-4799

(212) 984-5700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2022

Net Margin

2nd percentile

-2377%

Higher net margin than 2% of similar nonprofits.

2022 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2022

Asset Growth

20th percentile

-10%

Faster asset growth than 20% of similar nonprofits.

2022 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

201%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$15,370,373

Down $1,734,824 (-10%) from 2021

Net Assets

Down

$15,370,373

Down $1,734,824 (-10%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin2nd percentile

Revenue

Up

$72,983

Up $48,700 (+201%) from 2021

Expenses

Up

$1,807,807

Up $96,151 (+5.6%) from 2021

Net Income

Down

-$1,734,824

Down $47,451 (-2.8%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$40M$30M$20M$10M$0Assets 2011: $31,729,263Liabilities 2011: $02011Assets 2012: $30,082,399Liabilities 2012: $53,5082012Assets 2013: $28,721,017Liabilities 2013: $32,8102013Assets 2014: $28,843,290Liabilities 2014: $88,9622014Assets 2015: $29,993,597Liabilities 2015: $130,6002015Assets 2019: $20,527,205Liabilities 2019: $0Net Assets 2019: $20,527,2052019Assets 2020: $18,792,570Liabilities 2020: $0Net Assets 2020: $18,792,5702020Assets 2021: $17,105,197Liabilities 2021: $0Net Assets 2021: $17,105,1972021Assets 2022: $15,370,373Liabilities 2022: $0Net Assets 2022: $15,370,3732022Assets 2023: $13,377,871Liabilities 2023: $0Net Assets 2023: $13,377,8712023Assets 2024: $10,796,546Liabilities 2024: $0Net Assets 2024: $10,796,5462024

Highlighted filing

2022

Assets$15,370,373
Liabilities$0
Net Assets$15,370,373
Open 2022 Filing

Operations Trend

Revenue Growth85th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $0Expenses 2011: $3,647,781Net Income 2011: -$3,647,7812011Revenue 2012: $0Expenses 2012: $1,700,372Net Income 2012: -$1,700,3722012Revenue 2013: $1,076,516Expenses 2013: $2,417,200Net Income 2013: -$1,340,6842013Revenue 2014: $1,878,072Expenses 2014: $1,811,951Net Income 2014: $66,1212014Revenue 2015: $3,948,054Expenses 2015: $2,839,385Net Income 2015: $1,108,6692015Revenue 2019: $90,489Expenses 2019: $1,567,781Net Income 2019: -$1,477,2922019Revenue 2020: $87,347Expenses 2020: $1,821,982Net Income 2020: -$1,734,6352020Revenue 2021: $24,283Expenses 2021: $1,711,656Net Income 2021: -$1,687,3732021Revenue 2022: $72,983Expenses 2022: $1,807,807Net Income 2022: -$1,734,8242022Revenue 2023: -$221,745Expenses 2023: $1,770,757Net Income 2023: -$1,992,5022023Revenue 2024: $0Expenses 2024: $2,581,325Net Income 2024: -$2,581,3252024

Highlighted filing

2022

Revenue$72,983
Expenses$1,807,807
Net Income-$1,734,824
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIAN H ROBERTSON JRTrustee (Deceased 08/23/2022)-$0--
CRAIG HEATLEYTrustee-$0--
ALEXANDER ROBERTSONAuthorized Officer-$0--
KELSEY FINKELAuthorized Officer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF AUCKLANDDEVELOPMENT OF A PERINATAL RESEARCH TEAM AT LIGGINS INSTITUTENCAUCKLAND, NZ$484,283
Paid GrantUNIVERSITY OF AUCKLANDAUCKLAND BIOENGINEERING INSTITUTENCAUCKLAND, NZ$464,526
Paid GrantUNIVERSITY OF AUCKLANDAUCKLAND BIOENGINEERING INSTITUTE, THREE, 4-YEAR, POSTDOCTURAL RESEARCH FELLOWSHIPSNCAUCKLAND, NZ$288,668
Paid GrantTHE SPRINGBOARD TRUSTENHANCE INTERNAL CAPACITY AND EXTERNAL PROGRAMMINGNCAUCKLAND, NZ$159,202
Paid GrantMOTU ECONOMIC AND PUBLIC POLICY RESEARCH TRUSTLOW-EMISSIONS FUTURE AND FRESHWATER WORKNCWELLINGTON, NZ$102,300
Paid GrantUNIVERSITY OF AUCKLANDCENTRE FOR BRAIN RESEARCH, THREE, 3-YEAR, POSTDOCTORAL RESEARCH FELLOWSHIPSNCAUCKLAND, NZ$67,768
Paid GrantFRIENDS OF THE UNIVERSITY OF AUCKLANDDEVELOPMENT AND OPERATIONS OF CBR BLOOD DATA BANKNCAUCKLAND, NZ$41,980
Filing and Contact Details

Filer

Filer Name
The Aotearoa Foundation
EIN
20-1464742
Phone
2129845700
Address
101 PARK AVENUE 48TH FL, NEW YORK, NY 10178-4799

Signing Officer

Name
Alexander Robertson
Title
Authorized Officer
Phone
2129845700
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167-0008
Preparer
Joseph L Ali CPA
Phone
2122862600
Raw XML AppendixShowing 400 of 603 raw XML fields

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

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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0CBR BLOOD BANK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1SUPPORT OF UNIVERSITY OF AUCKLAND RUGBY CLUB
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2SUPPORT FOR PROGRAM OPERATIONS AND IMPROVEMENTS TO ITS TEACHING QUALIFICATIONS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3SUPPORT ABI TO FUND THREE, 4-YEAR FELLOWSHIPS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4DEVELOPMENT AND OPERATIONS OF CBR BLOOD DATA BANK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5LOW-EMISSIONS FUTURE AND FRESHWATER WORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6ENHANCE INTERNAL CAPACITY AND EXTERNAL PROGRAMMING
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7AUCKLAND BIOENGINEERING INSTITUTE, THREE, 4-YEAR, POSTDOCTURAL RESEARCH FELLOWSHIPS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8AUCKLAND BIOENGINEERING INSTITUTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9AUCKLAND BIOENGINEERING INSTITUTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10CENTRE FOR BRAIN RESEARCH, THREE, 3-YEAR, POSTDOCTORAL RESEARCH FELLOWSHIPS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt11DEVELOPMENT OF A PERINATAL RESEARCH TEAM AT LIGGINS INSTITUTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt12DEVELOPMENT OF A PERINATAL RESEARCH TEAM AT LIGGINS INSTITUTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt8THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt9THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt10N
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt11THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt12N/A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VI-A, LINE 11
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SCHEDULE OF CONTROLLED ENTITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NAME OF CONTROLLED ENTITY - AOTEAROA FOUNDATION CORPORATIONEMPLOYER ID NO - 98-1735354ADDRESS - PO BOX 309, UGLAND HOUSE, GRAND CAYMAN, CAYMAN ISLANDS KY1-1104EXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/ATRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - $990,000DESCRIPTION OF TRANSFER - CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010832413
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13891696
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AOTEAROA FOUNDATION CORPORATION 3,114 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD SHORT-TERM TREASURY ADM (VFIRX) 366,210.670 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt033223972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13636472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt072983
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt072983
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt072983
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt013500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01608727
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01608727
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt072983
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt072983
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1734824
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0485312
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05057
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05057
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0412329
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt080523
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt080523
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01707807
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01807807
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0485312
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt072983
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt099080
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0199080
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1734824
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015370373
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017105197
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015370373
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01994674
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01994674
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01994674
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02001420
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06746
IRS990PF/DistributableAmountGrp/TotalTaxAmt06746
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt089672
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0121418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt025000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06746
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0139672
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt050000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06746
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06746
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0146418
IRS990PF/FMVAssetsEOYAmt037506708
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01464071
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0646264
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0646264
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt017105197
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt015370373
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt015641126
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt014724109
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt036860444
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017105197
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015370373
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt037506708
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017105197
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015370373
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017105197
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015370373
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt040637979
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0706444
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt039931535
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0609570
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02001420
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt040028409
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt040637979
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ROBERTSON FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt080523
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0FOUNDATION ADMINISTRATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0101 PARK AVENUE 48TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0101784799
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIAN H ROBERTSON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CRAIG HEATLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALEXANDER ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KELSEY FINKEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE (DECEASED 08/23/2022)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2AUTHORIZED OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3AUTHORIZED OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0101 PARK AVENUE 48TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1101 PARK AVENUE 48TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2101 PARK AVENUE 48TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3101 PARK AVENUE 48TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0101784799
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1101784799
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2101784799
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3101784799
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01707807
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01707807
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DEBORAH RUTIGLIANO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O ROBERTSON FDN 101 PARK AVE 48TH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0101784799
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd01
IRS990PF/StatementsRegardingActyGrp/PhoneNum02129845700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JULIAN H ROBERTSON JR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt06053
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1105148
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2256304
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt380096
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt4366125
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt5240977
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt61638474
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt7235028
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt81091824
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0UNIVERSITY OF AUCKLAND RUGBY CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1LOW-EMISSIONS FUTURE AND FRESHWATER WORK
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2PROGRAM OPERATIONS AND IMPROVEMENTS TO ITS TEACHING QUALIFICATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3EXPAND REACH, REFINE AND INCREASE PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4EXPANDING PROGRAM OFFERINGS AT AN ACCELERATED PACE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt5AUCKLAND BIOENGINEERING INSTITUTE, THREE, 4-YEAR, POSTDOCTURAL RESEARCH FELLOWSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt6AUCKLAND BIOENGINEERING INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt7CENTRE FOR BRAIN RESEARCH, THREE, 3-YEAR, POSTDOCTORAL RESEARCH FELLOWSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt8DEVELOPMENT OF A PERINATAL RESEARCH TEAM AT LIGGINS INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0MIKE CORMACK FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1MOTU ECONOMIC AND PUBLIC POLICY RESEARCH TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2TEACH FIRST NEW ZEALAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3TEACH FIRST NEW ZEALAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4THE SPRINGBOARD TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt5UNIVERSITY OF AUCKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt6UNIVERSITY OF AUCKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt7UNIVERSITY OF AUCKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt8UNIVERSITY OF AUCKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientForeignAddress/AddressLine1Txt0PO BOX 18213 GREN INNES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientForeignAddress/AddressLine1Txt1LEVEL 1 97 CUBA STREET PO BOX 24390
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientForeignAddress/AddressLine1Txt2PO BOX 2121 SHORTLAND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientForeignAddress/AddressLine1Txt3PO BOX 2121 SHORTLAND STREET

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,370,373
Liabilities
$0
Net assets
$15,370,373
Revenue
$72,983
Expenses
$1,807,807
Net income
-$1,734,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.00$2.58$2.58
2023Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.22$1.77$1.99
2022Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.07$1.81$1.73
2021Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.02$1.71$1.69
2020Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.09$1.82$1.73
2019Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$0.09$1.57$1.48
2015Summary only. Only limited summary data is available for this year.$30.0$0.13$3.95$2.84$1.11
2014Summary only. Only limited summary data is available for this year.$28.8$0.09$1.88$1.81$0.07
2013Summary only. Only limited summary data is available for this year.$28.7$0.03$1.08$2.42$1.34
2012Summary only. Only limited summary data is available for this year.$30.1$0.05$0.00$1.70$1.70
2011Summary only. Only limited summary data is available for this year.$31.7$0.00$0.00$3.65$3.65