Civic Intelligence

The Aotearoa Foundation

990PF • Fiscal year 2023 • EIN 20-1464742

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile
60 East 42nd Street 39th FloorNew York, NY 10165-0049

(212) 984-5700

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2023 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

98th percentile

899%

Higher net margin than 98% of similar nonprofits.

2023 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

2023 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2023

Asset Growth

8th percentile

-13%

Faster asset growth than 8% of similar nonprofits.

2023 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$13,377,871

Down $1,992,502 (-13%) from 2022

Net Assets

Down

$13,377,871

Down $1,992,502 (-13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

-$221,745

Down $294,728 (-404%) from 2022

Expenses

Down

$1,770,757

Down $37,050 (-2.0%) from 2022

Net Income

Down

-$1,992,502

Down $257,678 (-15%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2023

Assets$13,377,871
Liabilities$0
Net Assets$13,377,871
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-$221,745
Expenses$1,770,757
Net Income-$1,992,502
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG HEATLEYTrustee-$0--
CLAIRE ROBERTSONTrustee-$0--
JULIAN JAY HART ROBERTSON IIITrustee-$0--
KELSEY FINKELAuthorized Officer-$0--
ALEXANDER ROBERTSONAuthorized Officer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF AUCKLANDDEVELOPMENT OF A PERINATAL RESEARCH TEAM AT LIGGINS INSTITUTENCAUCKLAND, NZ$355,582
Paid GrantTHE SPRINGBOARD TRUSTCORE PROGRAMMING AND CONTINUTED DEVELOPMENTNCAUCKLAND, NZ$315,300
Paid GrantTEACH FIRST NEW ZEALAND TRUSTGENERAL OPERATING SUPPORTNCAUCKLAND, NZ$252,240
Paid GrantUNIVERSITY OF AUCKLANDAUCKLAND BIOENGINEERING INSTITUTENCAUCKLAND, NZ$208,074
Paid GrantMOTU ECONOMIC & PUBLIC POLICY RSRCH TRUSTLOW-EMISSIONS FUTURE AND FRESHWATER WORKNCWELLINGTON, NZ$103,195
Paid GrantTHE EDUCATION HUBROLL OUT OF THE EDUCATION HUB SOCIAL ENTERPRISE SUBSCRIPTIONNCAUCKLAND, NZ$84,500
Paid GrantUNIVERSITY OF AUCKLANDCENTRE FOR BRAIN RESEARCH FUNDING THREE FELLOWSHIPS FOR POSTDOCTORAL RESEARCHNCAUCKLAND, NZ$79,700
Paid GrantTEACH FIRST NEW ZEALAND TRUSTENGAGE A MARKETING AND COMMUNICATIONS ROLSE TO SUPPORT IMPEMENTATIONNCAUCKLAND, NZ$58,500
Paid GrantTHE EDUCATION HUBHUB TO PREPARE FOR AND BEGIN PIVOTING TOWARD A SUBSCRIPTION BASED MODELNCAUCKLAND, NZ$40,486
Paid GrantTHE EDUCATION HUBHUB TO PREPARE FOR AND BEGIN PROVIDING TOWARD A SUSCRIPTION BASED MODELNCAUCKLAND, NZ$37,775
Paid GrantHAWKE'S BAY DISASTER RELIEF TRUSTDISASTER RELIEF EFFORTS DUE TO CYCLONE GABRIELLE IN HAWKE'S BAYNCAUCKLAND, NZ$31,325
Filing and Contact Details

Filer

Filer Name
The Aotearoa Foundation
EIN
20-1464742
Phone
2129845700
Address
60 EAST 42ND STREET 39TH FLOOR, NEW YORK, NY 10165-0049

Signing Officer

Name
Alexander Robertson
Title
Authorized Officer
Phone
2129845700
Signed
2024-11-11
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 730 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/AnyDiversionByGranteeTxt8TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt7UNIVERSITY OF AUCKLAND
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt12UNIVERSITY OF AUCKLAND
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt19THE EDUCATION HUB
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd121142
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd131142
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd144142
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd151142
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd1664142
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd171142
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd181142
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd190626
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd201140
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0507909
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt125837
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt2304605
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt367768
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt4159202
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt5102300
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt6325604
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt7333064
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt840487
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt937775
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt10252240
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt11315300
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt12288668
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1379700
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1431325
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1555132
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt16103195
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt17152942
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt18355582
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1984500
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt2058500
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02021-02-12
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12021-03-23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22021-12-22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32022-02-02
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt42022-08-16
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt52022-08-23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt62022-09-19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt72022-10-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt82023-01-11
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt92023-01-11
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt102023-02-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt112023-02-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt122023-02-02
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt132023-02-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt142023-03-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt152023-03-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt162023-04-04
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt172023-09-22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt182023-09-22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt192023-12-18
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt202023-12-19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0SUPPORT ABI TO FUND THREE, 4-YEAR FELLOWSHIPS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1SUPPORT OF UNIVERSITY OF AUCKLAND RUGBY CLUB
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2SUPPORT FOR PROGRAM OPERATIONS AND IMPROVEMENTS TO ITS TEACHING QUALIFICATIONS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3CENTRE FOR BRAIN RESEARCH, THREE, 3-YEAR, POSTDOCTORAL RESEARCH FELLOWSHIPS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4ENHANCE INTERNAL CAPACITY AND EXTERNAL PROGRAMMING
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5LOW-EMISSIONS FUTURE AND FRESHWATER WORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6DEVELOPMENT OF A PERINATAL RESEARCH TEAM AT LIGGINS INSTITUTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7AUCKLAND BIOENGINEERING INSTITUTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8HUB TO PREPARE FOR AND BEGIN PIVOTING TOWARD A SUBSCRIPTION BASED MODEL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9HUB TO PREPARE FOR AND BEGIN PROVIDING TOWARD A SUSCRIPTION BASED MODEL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt11CORE PROGRAMMING AND CONTINUTED DEVELOPMENT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt12AUCKLAND BIOENGINEERING INSTITUTE, THREE, 4-YEAR, POSTDOCTURAL RESEARCH FELLOWSHIPS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt13CENTRE FOR BRAIN RESEARCH FUNDING THREE FELLOWSHIPS FOR POSTDOCTORAL RESEARCH
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt14DISASTER RELIEF EFFORTS DUE TO CYCLONE GABRIELLE IN HAWKE'S BAY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt15AUCKLAND BIOENGINEERING INSTITUTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt16LOW-EMISSIONS FUTURE AND FRESHWATER WORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt17AUCKLAND BIOENGINEERING INSTITUTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt18DEVELOPMENT OF A PERINATAL RESEARCH TEAM AT LIGGINS INSTITUTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt19ROLL OUT OF THE EDUCATION HUB SOCIAL ENTERPRISE SUBSCRIPTION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt20ENGAGE A MARKETING AND COMMUNICATIONS ROLSE TO SUPPORT IMPEMENTATION
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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6THE 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/ResultsOfVerificationTxt7THE 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/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/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt11N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt12THE 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/ResultsOfVerificationTxt13N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt14THE 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/ResultsOfVerificationTxt15THE 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/ResultsOfVerificationTxt16THE 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/ResultsOfVerificationTxt17THE 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/ResultsOfVerificationTxt18THE 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/ResultsOfVerificationTxt19N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt20N/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 - $103,500DESCRIPTION OF TRANSFER - CASHTRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010935913
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AOTEAROA FOUNDATION CORPORATION 3,114 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt034483173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt020293
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-292038
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt050000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-221745
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-221745
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt014200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt014200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01566677
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01566677
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt020293
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt020293
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1992502
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03619586
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt013937
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt013937
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-292038
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01277031
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt01018
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt01018
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt019580
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt019580
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05749
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05749
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01256738
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0117318
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0117318
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01745757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01770757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01277031
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-221745
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0179080
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0204080
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt07278
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03911624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-292038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-292038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03619586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-292038
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1992502
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013377871
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015370373
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013377871
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01802516
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01802516
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01802516
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01820267
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017751
IRS990PF/DistributableAmountGrp/TotalTaxAmt017751
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt071921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt089672
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt017751
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt071921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt017751
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt017751
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt089672
IRS990PF/FMVAssetsEOYAmt036925131
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0646264
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02441958
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02441958
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt015370373
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt013377871
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt014724109
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt010935913
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt034483173
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015370373
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013377871
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt036925131
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015370373
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013377871
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015370373
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013377871
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt036959726
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02519191
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt034440535
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0554396
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01820267
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt036405330
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt036959726
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt019580
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0LANI EVANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt060 EAST 42ND STREET 39TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd0101650049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ROBERTSON FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0113318
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0FOUNDATION ADMINISTRATION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,377,871
Liabilities
$0
Net assets
$13,377,871
Revenue
-$221,745
Expenses
$1,770,757
Net income
-$1,992,502
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