ROBERTSON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTSON FOUNDATION (EIN 13-7068398)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-10-13
- IRS object ID
- 202312869349100431
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-13T12:56:13-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | 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 | 2021-12-01 | 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 | 101 PARK AVE 48TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101784799 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER ROBERTSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129845700 | PhoneNum |
| Signature | 2023-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALEXANDER | PersonFirstNm |
| Person Last | ROBERTSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2023-10-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $485,720,448 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $225,593 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $225,593 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,344,927 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,344,927 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,668,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $143,345,874 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $385,475 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35,439,067 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $381,088 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $93,287,357 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,009,587 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $381,088 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $725,673 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $57,783 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $667,890 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,190,051 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $265,734 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,924,317 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $739,748 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $57,571 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $682,177 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $43,824 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $43,824 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,448 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $76,448 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $128,702 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $128,702 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,500,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $33,789 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $742,499 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $742,499 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $145,231 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $145,231 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $299,655 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $299,655 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,625,620 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $381,088 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,710,743 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,678,269 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,678,269 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,303,889 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $381,088 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,389,012 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,983,468 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,009,587 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $247,123 | CashBOYAmt |
| Cash EOY | $271,056 | CashEOYAmt |
| Cash EOYFMV | $271,056 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $105,232,228 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $129,923,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $129,923,203 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $193,152,393 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $185,560,611 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $355,168,544 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $627,531 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $553,077 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $39,450 | LandBOYAmt |
| Land EOY | $74,454 | LandEOYAmt |
| Land EOYFMV | $74,454 | LandEOYFMVAmt |
| Other Assets BOY | $9,457,853 | OtherAssetsBOYAmt |
| Other Assets EOY | $283,191 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $283,191 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $308,129,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $316,112,515 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $485,720,448 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $308,129,047 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $316,112,515 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $308,129,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $316,112,515 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $308,129,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $316,112,515 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $308,129,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,983,468 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $316,112,515 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $316,112,515 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $143,345,874 | GrossSalesPriceAmt |
| Cost Or Other Basis | $153,014,512 | CostOrOtherBasisAmt |
| Gain Or Loss | -$9,668,638 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$9,668,638 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,668,638 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $528,333 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $528,333 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $528,333 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,193,802 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,193,802 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $665,469 | OverpaymentAmt |
| Applied To ES Tax | $350,000 | AppliedToESTaxAmt |
| Refund | $315,469 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | WWW.ROBERTSONFOUNDATION.ORG | 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 | 101 PARK AVE 48TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101784799 | 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 (12 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ALEXANDER TUCKER ROBERTSON | |||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | AVE 48TH FL | NEW YORK | NY | 101784799 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALEXANDRA ROBERTSON | |||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | AVE 48TH FL | NEW YORK | NY | 101784799 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CLAIRE ROBERTSON | |||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | AVE 48TH FL | NEW YORK | NY | 101784799 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES FREEMAN MD | |||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | AVE 48TH FL | NEW YORK | NY | 101784799 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JULIAN H ROBERTSON JR | |||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | AVE 48TH FL | NEW YORK | NY | 101784799 | TRUSTEE (DECEASED 08/23/2022) | 1.00 | $0 | $0 | $0 |
| JULIAN HART ROBERTSON III | |||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | AVE 48TH FL | NEW YORK | NY | 101784799 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JULIAN SPENCER ROBERTSON | |||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | AVE 48TH FL | NEW YORK | NY | 101784799 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARAH ROBERTSON | |||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | AVE 48TH FL | NEW YORK | NY | 101784799 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WYNDHAM ROBERTSON | |||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | AVE 48TH FL | NEW YORK | NY | 101784799 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN HOOD | |||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | AVE 48TH FL | NEW YORK | NY | 101784799 | PRESIDENT (THRU 01/31/2021) | 25.00 | $0 | $0 | $0 |
| RICHARD BARTH | |||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | AVE 48TH FL | NEW YORK | NY | 101784799 | PRESIDENT (BEGAN 07/12/2022) | 25.00 | $295,673 | $347 | $0 |
| KELSEY FINKEL | |||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | AVE 48TH FL | NEW YORK | NY | 101784799 | EXECUTIVE DIRECTOR | 40.00 | $430,000 | $17,220 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CARMEN M ROGERS | ||||||||
| 101 PARK AVE 48TH FL | NEW YORK | NY | 101784799 | DIRECTOR OF ADMINIST | 40.00 | $298,750 | $59,450 | $0 |
| LEIGHANNE M OLSEN | ||||||||
| 101 PARK AVE 48TH FL | NEW YORK | NY | 101784799 | PROGRAM DIRECTOR | 40.00 | $271,646 | $56,163 | $0 |
| CHRISTEN LOPER | ||||||||
| 101 PARK AVE 48TH FL | NEW YORK | NY | 101784799 | PROGRAM DIRECTOR | 40.00 | $249,988 | $68,246 | $0 |
| DEBORAH RUTIGLIANO | ||||||||
| 101 PARK AVE 48TH FL | NEW YORK | NY | 101784799 | CONTROLLER | 40.00 | $261,500 | $55,250 | $0 |
| SARAH I GEATHERS | ||||||||
| 101 PARK AVE 48TH FL | NEW YORK | NY | 101784799 | PROGRAM OFFICER | 40.00 | $207,313 | $34,776 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 7 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES | BusinessNameLine1Txt |
US Address USAddress
| 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) |
|---|---|---|
| Service Type | FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION | ServiceTypeTxt |
| Compensation | $76,448 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $515,713,005 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,096,919 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $198,625 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $557,008,549 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $557,008,549 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,355,128 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $548,653,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,432,671 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,432,671 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $528,333 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $528,333 | TotalTaxAmt |
| Distributable Before Adj | $26,904,338 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,904,338 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,904,338 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,389,012 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $68,792 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $83,457,804 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,904,338 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $67,840,741 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $80,617,735 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,556,385 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,568,651 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $67,711,101 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $342,294,613 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,457,804 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,904,338 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,553,466 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $398,848,079 | 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 | $100,000,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $298,848,079 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,458,476 | ExcessFromYear4Amt |
| Excess From Year3 | $59,556,385 | ExcessFromYear3Amt |
| Excess From Year2 | $66,568,651 | ExcessFromYear2Amt |
| Excess From Year1 | $67,711,101 | ExcessFromYear1Amt |
| Excess From Current Year | $56,553,466 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULIAN H ROBERTSON JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (199 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A HOUSE IN AUSTIN NFP | ||||||||||||
| 533 NORTH PINE AVENUE | CHICAGO | IL | 60644 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| AMERICAN FOUNDATIONSUICIDE PREVENTION | ||||||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | |||||
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||||||
| OFFICE OF DEVELOPMENT 200 CENTRAL | NEW YORK | NY | 10024 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | PARK WEST 6TH FLOOR | ||||
| AMERICANS FOR OXFORD INC | ||||||||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | N/A | PC | CLIMATE ECONOMETRICS POLICY-RELEVANT RESEARCH | $398,372 | |||||
| AMERICANS FOR OXFORD INC | ||||||||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | N/A | PC | OXFORD BIG DATA INSTITUTE | $884,624 | |||||
| AMERICANS FOR OXFORD INC | ||||||||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | N/A | PC | WILDCRU - CONSERVATION OF KEY WILDCAT SPECIES | $680,000 | |||||
| AUDUBON FLORIDA | ||||||||||||
| 4500 BISCAYNE BOULEVARD SUITE 350 | MIAMI | FL | 33137 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| BAPTIST HEALTH FOUNDATION | ||||||||||||
| 6855 RED ROAD SUITE 600 | CORAL GABLES | FL | 33143 | N/A | PC | MARINER'S HOSPITAL EMERGENCY ROOM | $55,000 | |||||
| BLOOMAGAINBKLYN | ||||||||||||
| 495 HENRY STREET SUITE 255 BROOKLYN | BROOKLYN | NY | 11231 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | NY 11231 | ||||
| BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM | ||||||||||||
| OFFICE OF THE BOARD OF REGENTS 1860 | MADISON | WI | 53706 | N/A | PC | SCHOLARSHIPS | $15,000 | VAN HISE HALL 1220 LINDEN DRIVE | ||||
| BOBBY JONES CHIARI & SYRINGOMYELIA FOUNDATION | ||||||||||||
| 29 CREST LOOP | STATEN ISLAND | NY | 10312 | N/A | PC | EASTON GUETTLER FUNDRAISER | $5,000 | |||||
| BONE MARROW AND CANCER FOUNDATION | ||||||||||||
| 515 MADISON AVENUE SUITE 1130 | NEW YORK | NY | 10022 | N/A | PC | HOLIDAY FUNDRAISER AND PATIENT PROGRAMS | $5,000 | |||||
| BONEFISH & TARPON TRUST | ||||||||||||
| 2937 SW 27TH AVENUE SUITE 203 | MIAMI | FL | 33133 | N/A | PC | GENERAL OPERATING SUPPORT | $65,000 | |||||
| BOYS & GIRLS CLUB OF AMERICA | ||||||||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | PC | BUILDING RESEARCH AND EVALUATION CAPACITY TO ENHANCE ACADEMIC PROGRAMMING | $663,333 | |||||
| BROOKLYN BOOK BODEGA | ||||||||||||
| 141 FLUSHING AVENUE SUITE 407 | BROOKLYN | NY | 11205 | N/A | PC | ONE VOLUNTEER | $1,000 | |||||
| CADMAN PARK CONSERVANCY | ||||||||||||
| 101 CLARK STREET 7D | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| CANCER RESEARCH INSTITUTE | ||||||||||||
| 29 BROADWAY 4TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | LLOYD J. OLD STAR PROGRAM | $2,625,000 | |||||
| CAPTAIN'S FOR CLEAR WATER | ||||||||||||
| 2031 JACKSON STREET | FORT MYERS | FL | 33901 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| CAPTAIN'S FOR CLEAR WATER | ||||||||||||
| 2031 JACKSON STREET | FORT MYERS | FL | 33901 | N/A | PC | HURRICANE IAN RELIEF EFFORTS | $5,000 | |||||
| CARING FOR MILITARY FAMILIES | ||||||||||||
| 600 NEW HAMPSHIRE AVENUE NW SUITE | WASHINGTON | DC | 20037 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | 1020 | ||||
| CENTER FOR STRATEGIC & INTERNATIONAL STUDIES | ||||||||||||
| 1616 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $65,000 | |||||
| CENTRAL PENNSYLVANIA COMMUNITY FOUNDATION | ||||||||||||
| 1330 11TH AVENUE | ALTOONA | PA | 16601 | N/A | PC | GRACE OF GOD ACADEMY | $10,000 | |||||
| CHILD MIND INSTITUTE | ||||||||||||
| 101 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| CHILDCARE RESOURCES OF INDIAN RIVER INC | ||||||||||||
| 2300 5TH AVENUE SUITE 149 | VERO BEACH | FL | 32960 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| CHILDREN OF GOD RELIEF FUND INC | ||||||||||||
| C/O CROWELL MORING LLP 1001 | WASHINGTON | DC | 20004 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | PENNSYLVANIA AVENUE NW | ||||
| CHILDREN OF PROMISE NYC | ||||||||||||
| 54 MACDONOUGH STREET | BROOKLYN | NY | 11216 | N/A | PC | WORK IN BROOKLYN | $1,000 | |||||
| CITY SQUASH INC | ||||||||||||
| PO BOX 619 | BRONX | NY | 10458 | N/A | PC | GENERAL OPERATING SUPPORT | $255,000 | |||||
| CLASSICAL CHARTER SCHOOLS | ||||||||||||
| 977 FOX STREET | BRONX | NY | 10459 | N/A | PC | SYSTEMS CODIFICATION AND LAUNCH OF SHARING AND TRANSLATION EFFORTS | $750,000 | |||||
| COMMUNITY IN PARK SLOPE | ||||||||||||
| 200 4TH AVENUE | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| CONNECTICUT PUBLIC BROADCASTING NETWORK | ||||||||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| COVENANT HOUSE | ||||||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| DARTMOUTH COLLEGE DEVELOPMENT | ||||||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | N/A | PC | DARTMOUTH COLLEGE FUND AND FREEMAN FAMILY FUND | $50,000 | |||||
| DAVIDSON COLLEGE | ||||||||||||
| PO BOX 7145 | DAVIDSON | NC | 28035 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| DEERFIELD ACADEMY | ||||||||||||
| OFFICE OF ALUMNI AFFAIRS AND | DEERFIELD | MA | 01342 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | DEVELOPMENT PO BOX 306 | ||||
| DEERFIELD ACADEMY | ||||||||||||
| OFFICE OF ALUMNI AFFAIRS AND | DEERFIELD | MA | 01342 | N/A | PC | KATY TEXTOR FARMER '92 GRANT FUND | $12,500 | DEVELOPMENT PO BOX 306 | ||||
| DEGREGORIO FAMILY FOUNDATION | ||||||||||||
| PO BOX 236 | PLEASANTVILLE | NY | 10570 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| DOCTORS WITHOUT BORDERS USA | ||||||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| EARTHJUSTICE | ||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | CLIMATE AND ENERGY PROGRAM | $3,000,000 | |||||
| EARTHJUSTICE | ||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | SUPPORT FOR CURBING OCEAN PLASTICS EFFORTS | $26,000 | |||||
| EAST LAKE COMMUNITY FOUNDATION | ||||||||||||
| 2606 ALSTON DRIVE SE | ATLANTA | GA | 30317 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| EAST LAKE COMMUNITY FOUNDATION | ||||||||||||
| 2606 ALSTON DRIVE SE | ATLANTA | GA | 30317 | N/A | PC | PARTY ON THE GREEN | $10,000 | |||||
| ENVIRONMENTAL DEFENSE FUND INC | ||||||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | N/A | PC | OIL AND GAS, CHINA, SCIENCE AND ECONOMIC PROGRAMS | $7,000,000 | |||||
| EPISCOPAL SCHOOL IN THE CITY OF NEW YORK | ||||||||||||
| 35 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PC | NURSERY SCHOOL | $2,000 | |||||
| EVERGLADES FOUNDATION | ||||||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 | |||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| FLORIDA KEYS HEALTHY START COALITION | ||||||||||||
| PO BOX 6166 | KEY WEST | FL | 33041 | N/A | PC | UPPER KEYS TODDLER AND NEW MOTHER PROGRAMS | $60,000 | |||||
| FOCUSED ULTRASOUND SURGERY FOUNDATION | ||||||||||||
| 1230 CEDARS COURT SUITE 206 | CHARLOTTESVILLE | VA | 22903 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| FRIENDS OF THE EVERGLADES | ||||||||||||
| 11767 SOUTH DIXIE HIGHWAY SUITE 232 | MIAMI | FL | 33156 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |||||
| FUND FOR THE CITY OF NEW YORK | ||||||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | N/A | PC | SERVICE LEARNING PROJECT | $1,000 | FLOOR | ||||
| FUND FOR THE CITY OF NEW YORK | ||||||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | N/A | PC | THE SERVICE COLLECTIVE | $115,000 | FLOOR | ||||
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | ||||||||||||
| 49 WEST 45TH STREET 2ND FLOOR | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | |||||
| GLEN COVE BOYS & GIRLS CLUB LINCOLN HOUSE | ||||||||||||
| 113 GLEN COVE AVENUE | GLEN COVE | NY | 11542 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| GLOBAL EMPOWERMENT MISSION INC | ||||||||||||
| 1850 NW 84TH AVENUE | DORAL | FL | 33126 | N/A | PC | UKRAINE CRISIS | $1,000 | |||||
| GOOD SHEPHERD SERVICES | ||||||||||||
| 305 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| GUIDES TRUST FOUNDATION | ||||||||||||
| PO BOX 88 | ISLAMORADA | FL | 33036 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| GUILFORD CONSERVATION LAND TRUST | ||||||||||||
| PO BOX 200 | GUILFORD | CT | 06437 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |||||
| HABITAT FOR HUMANITY OF ORANGE COUNTY NC | ||||||||||||
| 88 VILCOM CENTER DRIVE | CHAPEL HILL | NC | 27514 | N/A | PC | WEAVERS GROVE PROJECT | $50,000 | |||||
| HAMPTONS UNITED | ||||||||||||
| PO BOX 1535 | SOUTHAMPTON | NY | 11968 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| HARLEM CHILDREN'S ZONE | ||||||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | N/A | PC | IMPROVE INSTRUCTIONS, PERFORMANCE & FINANCIAL MANAGEMENT | $1,500,000 | |||||
| HARLEM CHILDREN'S ZONE | ||||||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | N/A | PC | 2022 FRIENDS OF THE CHILDREN DINNER | $15,000 | |||||
| HARLEM CHILDREN'S ZONE | ||||||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| HEIGHTS AND HILLS INC | ||||||||||||
| 81 WILLOUGHBY STREET SUITE 302 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| HISTORIC SALISBURY FOUNDATION | ||||||||||||
| PO BOX 4221 | SALISBURY | NC | 28145 | N/A | PC | ANNIVERSARY CELEBRATION | $5,000 | |||||
| HOLLINS UNIVERSITY | ||||||||||||
| PO BOX 9629 | ROANOKE | VA | 24020 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| HOSPITAL FOR SPECIAL SURGERY | ||||||||||||
| DEVELOPMENT DEPARTMENT 535 EAST | NEW YORK | NY | 10021 | N/A | PC | DR. QURESHI'S RESEARCH | $25,000 | 70TH STREET | ||||
| IDAHO BASECAMP INC | ||||||||||||
| PO BOX 183 | KETCHUM | ID | 83340 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| IMENTOR | ||||||||||||
| 199 WATER STREET 8TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | NOVEMBER FUNDRAISER | $15,000 | |||||
| IMENTOR | ||||||||||||
| 199 WATER STREET 8TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| INDIAN MOUNTAIN SCHOOL | ||||||||||||
| DEVELOPMENT OFFICE 211 INDIAN | LAKEVILLE | CT | 06039 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | MOUNTAIN ROAD | ||||
| INDIAN RIVER SOCCER ASSOCIATION | ||||||||||||
| PO BOX 650611 | VERO BEACH | FL | 32965 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| INTER-FAITH COUNCIL FOR SOCIAL SERVICE | ||||||||||||
| 110 WEST MAIN STREET | CARRBORO | NC | 27510 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| INTERNATIONAL GAME FISH ASSOCIATION | ||||||||||||
| 300 GULF STREAM WAY 3RD FLOOR | DANIA BEACH | FL | 33004 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| IOBY | ||||||||||||
| PO BOX 4668 | NEW YORK | NY | 10163 | N/A | PC | SOUTH BROOKLYN MUTUAL AID | $1,000 | |||||
| ISLAMORADA FIREFIGHTERS' BENEVOLENT ASSOCIATION | ||||||||||||
| 86800 OVERSEAS HIGHWAY 1ST FLOOR | ISLAMORADA | FL | 33036 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| JAMES B LEE JR SCHOLARSHIP FUND | ||||||||||||
| PO BOX 1366 | SOUTHAMPTON | NY | 11969 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| JAMES C FERRER EDUCATION FUND | ||||||||||||
| 200 TUCKAHOE ROAD | SOUTHAMPTON | NY | 11968 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| JOHNS HOPKINS UNIVERSITY | ||||||||||||
| OFFICE OF EXTERNAL AFFAIRS-DEVELOPM | BALTIMORE | MD | 21205 | N/A | PC | THE FREEMAN FAMILY FUND | $30,000 | NT 615 NORTH WOLFE STREET E2132 | ||||
| JUNIOR TENNIS FOUNDATION INC | ||||||||||||
| 70 WEST RED OAK LANE | WEST HARRISON | NY | 10604 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| KENT SCHOOL CORPORATION | ||||||||||||
| PO BOX 2006 | KENT | CT | 06757 | N/A | PC | GENERAL OPERATING SUPPORT | $65,000 | |||||
| KIPP FOUNDATION | ||||||||||||
| 135 MAIN STREET SUITE 1700 | SAN FRANCISCO | CA | 94105 | N/A | PC | BARTH "ONWARD FELLOWS" FUND | $15,000 | |||||
| LAKE AGAWAM CONSERVANCY INC | ||||||||||||
| PO BOX 5019 | SOUTHAMPTON | NY | 11969 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| LYNN UNIVERSITY | ||||||||||||
| 3601 NORTH MILITARY TRAIL | BOCA RATON | FL | 33431 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| MARY'S MEALS USA | ||||||||||||
| 75 ORCHARD STREET | BLOOMFIELD | NJ | 07003 | N/A | PC | STRENGTHEN PROGRAMMING AND FUNDRAISING CAPACITY | $335,000 | |||||
| MARY'S MEALS USA | ||||||||||||
| 75 ORCHARD STREET | BLOOMFIELD | NJ | 07003 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| MAYO CLINIC | ||||||||||||
| DEPARTMENT OF DEVELOPMENT 200 FIRST | ROCHESTER | MN | 55905 | N/A | PC | DR. DOUGLAS PACKER'S ABLATION RESEARCH | $191,758 | STREET SW | ||||
| MCKEE BOTANICAL GARDENS | ||||||||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | N/A | PC | CHILDREN'S GARDEN | $20,000 | |||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||||||
| OFFICE OF DEVELOPMENT 633 THIRD | NEW YORK | NY | 10017 | N/A | PC | JOSIE ROBERTSON INVESTIGATOR PROGRAM | $3,000,000 | AVENUE 5TH FLOOR | ||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||||||
| OFFICE OF DEVELOPMENT 633 THIRD | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $126,000 | AVENUE 5TH FLOOR | ||||
| MYFACE | ||||||||||||
| 333 EAST 30TH STREET | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| NEW YORK CITY POLICE FOUNDATION INC | ||||||||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| NEW YORK STEM CELL FOUNDATION INC | ||||||||||||
| 619 WEST 54TH STREET 3RD FLOOR | NEW YORK | NY | 10019 | N/A | PC | EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE | $5,136,003 | |||||
| NEW YORK STEM CELL FOUNDATION INC | ||||||||||||
| 619 WEST 54TH STREET 3RD FLOOR | NEW YORK | NY | 10019 | N/A | PC | ROBERTSON NEUROSCIENCE INVESTIGATOR AWARDS | $4,930,729 | |||||
| NEW YORK-PRESBYTERIAN HOSPITAL | ||||||||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | CAC COMMITTEE CONTRIBUTION | $25,000 | |||||
| NEW YORK-PRESBYTERIAN HOSPITAL | ||||||||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | THANKSGIVING DAY LUNCHEON FOR PEDIATRIC PATIENTS AND THEIR FAMILIES | $4,000 | |||||
| NEW ZEALAND OLYMPIC COMMITTEE AMERICAN | ||||||||||||
| 150 NASSAU STREET SUITE 21 | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| OCEAN CONSERVANCY | ||||||||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | OCEAN-CLIMATE NEXUS | $1,500,000 | |||||
| OCEAN CONSERVANCY | ||||||||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | CURBING OCEAN PLASTICS EFFORTS | $27,000 | |||||
| OCEANA INC | ||||||||||||
| 1025 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | PROTECTING US COASTAL AREAS | $1,000,000 | |||||
| OCEANA INC | ||||||||||||
| 1025 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | CURBING OCEAN PLASTICS EFFORTS | $27,000 | |||||
| OLD OAKS FOUNDATION | ||||||||||||
| 3100 PURCHASE STREET | PURCHASE | NY | 10577 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| PAN AM HISTORICAL FOUNDATION | ||||||||||||
| 1559-B SLOAT BOULEVARD SUITE 144 | SAN FRANCISCO | CA | 94132 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| PANTHERA | ||||||||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | TIGERS PROGRAM | $1,000,000 | |||||
| PARISH ART MUSEUM | ||||||||||||
| 279 MONTAUK HIGHWAY | WATER MILL | NY | 11976 | N/A | PC | FAMILY FUNDRAISER | $2,500 | |||||
| PARK AVENUE ARMORY | ||||||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | |||||
| PARTNERSHIP SCHOOLS | ||||||||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | N/A | PC | RICHARD J. SCHEMEELK FUND | $2,500 | |||||
| PARTNERSHIP TO END ADDICTION | ||||||||||||
| 711 THIRD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | HOPE GALA | $2,500 | |||||
| PAVE ACADEMY CHARTER SCHOOLS | ||||||||||||
| 732 HENRY STREET | BROOKLYN | NY | 11231 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| PLANNED PARENTHOOD FED OF AMERICA INC | ||||||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| PLAY-GROUND NYC | ||||||||||||
| PO BOX 150458 | BROOKLYN | NY | 11215 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| PORTLAND COMMUNITY SQUASH | ||||||||||||
| 66 NOYES STREET | PORTLAND | ME | 04103 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |||||
| PURPOSE BUILT COMMUNITIES | ||||||||||||
| 2380 HOSEA L WILLIAMS DRIVE NE | ATLANTA | GA | 30317 | N/A | PC | 3-YEAR TURNAROUND PLAN | $1,260,000 | SUITE 4 | ||||
| RAZOM FOR UKRAINE | ||||||||||||
| 140 2ND AVENUE SUITE 305 | NEW YORK | NY | 10003 | N/A | PC | WORK IN UKRAINE | $15,000 | |||||
| RED HOOK INITIATIVE INC | ||||||||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| REGULATORY ASSISTANCE PROJECT | ||||||||||||
| 50 STATE STREET SUITE 3 | MONTPELIER | VT | 05602 | N/A | PC | U.S. PROGRAM | $1,000,000 | |||||
| RISE SOUTHEAST RALEIGH CHARTER SCHOOL | ||||||||||||
| 3420 IDLEWOOD VILLAGE DRIVE | RALEIGH | NC | 27610 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| RIVERSIDE THEATRE | ||||||||||||
| 3250 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | N/A | PC | YOUTH THEATER & MUSIC PROGRAMS | $20,000 | |||||
| ROBERTSON SCHOLARS LEADERSHIP PROGRAM | ||||||||||||
| 101 PARK AVENUE 48TH FLOOR | NEW YORK | NY | 10178 | N/A | PF | SCHOLARSHIPS AND GENERAL OPERATING EXPENSES | $8,288,507 | |||||
| ROCKY MOUNTAIN INSTITUTE | ||||||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | PC | ELECTRICITY AND BUILDING ELECTRIFICATION PROGRAMS | $2,500,000 | |||||
| ROGERS MEMORIAL LIBRARY FOUNDATION | ||||||||||||
| 91 COOPERS FARM ROAD | SOUTHAMPTON | NY | 11968 | N/A | PC | GENERAL OPERATING SUPPORT | $7,000 | |||||
| RUTH'S REFUGE | ||||||||||||
| C/O LEAH VOBER 130 FENIMORE STREET | BROOKLYN | NY | 11225 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | SUITE 31 | ||||
| SAINT BARTHOLOMEW'S CHURCH | ||||||||||||
| 325 PARK AVENUE | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $510,000 | |||||
| SAINT EDWARD'S SCHOOL | ||||||||||||
| 1895 SAINT EDWARDS DRIVE | VERO BEACH | FL | 32963 | N/A | PC | LOWER SCHOOL | $15,000 | |||||
| SAINT EDWARD'S SCHOOL | ||||||||||||
| 1895 SAINT EDWARDS DRIVE | VERO BEACH | FL | 32963 | N/A | PC | LOWER SCHOOL LIBRARIES | $40,000 | |||||
| SAINT MARY'S SCHOOL | ||||||||||||
| 900 HILLSBOROUGH STREET | RALEIGH | NC | 27603 | N/A | PC | BLANCHE ROBERTSON BACON PERFORMING ARTS CENTER | $500,000 | |||||
| SAINT MARY'S SCHOOL | ||||||||||||
| 900 HILLSBOROUGH STREET | RALEIGH | NC | 27603 | N/A | PC | BLANCHE BACON AUDITORIUM | $100,000 | |||||
| SAVE THE CHILDREN FEDERATION INC | ||||||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PC | WORK IN THE UKRAINE | $2,000 | |||||
| SIERRA CLUB FOUNDATION | ||||||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| SOUTHAMPTON FRESH AIR HOME | ||||||||||||
| PO BOX 244 | SOUTHAMPTON | NY | 11968 | N/A | PC | GENERAL OPERATING SUPPORT | $23,000 | |||||
| SOUTHAMPTON HOSPITAL FOUNDATION | ||||||||||||
| 57 HAMPTON ROAD | SOUTHAMPTON | NY | 11968 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| SOUTHAMPTON SOCCER CLUB LTD | ||||||||||||
| PO BOX 6003 | SOUTHAMPTON | NY | 11969 | N/A | PC | SCHOLARSHIP PROGRAM | $5,000 | |||||
| SOUTHAMPTON VILLAGE VOLUNTEER AMBULANCE | ||||||||||||
| PO BOX 832 | SOUTHAMPTON | NY | 11968 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||||||
| 201 WEST MAIN STREET SUITE 14 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | ENERGY AND TRANSPORTATION PROGRAMS | $750,000 | |||||
| SQUASH AND EDUCATION ALLIANCE | ||||||||||||
| 55 BROAD STREET 14TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |||||
| SQUASH AND EDUCATION ALLIANCE | ||||||||||||
| 55 BROAD STREET 14TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | SQUASH URBANO | $10,000 | |||||
| ST ANDREW'S DUNE CHURCH | ||||||||||||
| PO BOX 1245 | SOUTHAMPTON | NY | 11968 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | |||||
| ST DAVID'S SCHOOL | ||||||||||||
| 12 EAST 89TH STREET | NEW YORK | NY | 10128 | N/A | PC | IMAGINATION BENEFIT | $5,000 | |||||
| ST DAVID'S SCHOOL | ||||||||||||
| 12 EAST 89TH STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| ST JOACHIM CATHOLIC CHURCH | ||||||||||||
| 614 CENTRAL AVENUE | CEDARHURST | NY | 11516 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| ST LUKE'S EPISCOPAL CHURCH | ||||||||||||
| 131 WEST COUNCIL STREET | SALISBURY | NC | 28144 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| ST LUKE'S EPISCOPAL CHURCH | ||||||||||||
| 131 WEST COUNCIL STREET | SALISBURY | NC | 28144 | N/A | PC | REPAIR/RENOVATION FOR PHYSICAL BUILDING AND RECTOR'S DISCRETIONARY FUND | $30,000 | |||||
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||||||
| PO BOX 7005 | KETCHUM | ID | 83340 | N/A | PC | EMERGENCY ROOM | $25,000 | |||||
| ST THOMAS EPISCOPAL CHURCH | ||||||||||||
| PO BOX 1070 | SUN VALLEY | ID | 83353 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| STANFORD UNIVERSITY | ||||||||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CT | 94309 | N/A | PC | SCHOLARSHIP FUNDING | $10,000 | |||||
| STARSHIP FOUNDATION | ||||||||||||
| N/A | PC | AIR AMBULANCE SERVICE | $75,000 | 111 GRAFTON ROAD | AUCKLAND | NZ | 1023 | |||||
| STEEL CITY SQUASH | ||||||||||||
| 140 TREES HALL | PITTSBURGH | PA | 15261 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| STOKES FOUNDATION | ||||||||||||
| 184 POPPY LANE | MARLBORO | NY | 12542 | N/A | PC | GENERAL OPERATING SUPPORT | $12,500 | |||||
| STONY BROOK FOUNDATION INC | ||||||||||||
| 230 ADMINISTRATION BUILDING | STONY BROOK | NY | 11794 | N/A | PC | STONY BROOK HOSPITAL | $10,000 | |||||
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | PHASE II OF SUCCESS ACADEMY'S EDUCATION INSTITUTE | $4,000,000 | |||||
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | SYSTEMATIC AND MEANINGFUL IMPROVEMENT IN SCHOOL QUALITY DESIGN | $6,000,000 | |||||
| SUN RIVER HEALTH | ||||||||||||
| 1037 MAIN STREET | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| SWEDISH SEAMEN'S CHURCH | ||||||||||||
| 5 EAST 48TH STREET | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| THE BATTERY CONSERVANCY | ||||||||||||
| ONE WHITEHALL STREET 17TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |||||
| THE BOYS' CLUB OF NEW YORK | ||||||||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | N/A | PC | GENERAL OPERATING SUPPORT | $155,000 | |||||
| THE BOYS' CLUB OF WAKE COUNTY | ||||||||||||
| 701 NORTH RALEIGH BOULEVARD | RALEIGH | NC | 27610 | N/A | PC | GREAT FUTURES 2022 CAMPAIGN | $2,000 | |||||
| THE BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| THE BRIDGE GOLF FOUNDATION INC | ||||||||||||
| 33 WEST 116TH STREET | NEW YORK | NY | 10026 | N/A | PC | GENERAL OPERATING SUPPORT | $55,000 | |||||
| THE BROAD INSTITUTE INC | ||||||||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | N/A | PC | PRECISION MEDICINE INITIATIVE | $2,185,443 | |||||
| THE BROOKLYN TO ALASKA PROJECT | ||||||||||||
| 75 PROSPECT PARK SW SUITE E6 | BROOKLYN | NH | 11215 | N/A | PC | GENERAL OPERATING SUPPORT | $12,500 | |||||
| THE CHAPIN SCHOOL | ||||||||||||
| 100 EAST END AVENUE | NEW YORK | NY | 10028 | N/A | PC | GENERAL OPERATING SUPPORT | $26,000 | |||||
| THE CHURCH OF OUR SAVIOUR | ||||||||||||
| 59 PARK AVENUE | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $8,000 | |||||
| THE COMMUNITY BOTS | ||||||||||||
| 525 EAST 89TH STREET SUITE 3A | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | |||||
| THE CONSERVATION FUND | ||||||||||||
| 1655 NORTH FORT MYER DRIVE SUITE | ARLINGTON | VA | 22209 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | 1300 | ||||
| THE COUNTRY SCHOOL | ||||||||||||
| ADVANCEMENT OFFICE 341 OPENING HILL | MADISON | CT | 06443 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ROAD | ||||
| THE CRANFORD HOSPICE FOUNDATION | ||||||||||||
| N/A | PC | BUILD OF CRANFORD HOSPICE'S NEW HOME AT CHERTERHOPE | $20,000 | 300 KNIGHT STREET | HASTINGS | NZ | 4122 | |||||
| THE GREEN VALE SCHOOL | ||||||||||||
| 250 VALENTINES LANE | OLD BROOKVILLE | NY | 11545 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| THE ISLAMORADA FOUNDATION | ||||||||||||
| PO BOX 1315 | ISLAMORADA | FL | 33036 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | ||||||||||||
| 1891 CONSTANT AVENUE | LAWRENCE | KS | 66047 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |||||
| THE NATURE CONSERVANCY | ||||||||||||
| WORLDWIDE OFFICE 4245 NORTH FAIRFAX | ARLINGTON | VA | 22203 | N/A | PC | LIVING CARBON PROTECTION PROGRAM | $2,000,000 | DRIVE SUITE 100 | ||||
| THE NATURE CONSERVANCY | ||||||||||||
| WORLDWIDE OFFICE 4245 NORTH FAIRFAX | ARLINGTON | VA | 22203 | N/A | PC | SILVER CREEK PRESERVE | $35,000 | DRIVE SUITE 100 | ||||
| THE NATURE CONSERVANCY | ||||||||||||
| WORLDWIDE OFFICE 4245 NORTH FAIRFAX | ARLINGTON | VA | 22203 | N/A | PC | LAND PURCHASES/EASEMENTS | $30,000 | DRIVE SUITE 100 | ||||
| THE POPULATION COUNCIL INC | ||||||||||||
| ONE DAG HAMMARSKJOLD PLAZA 3RD | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | FLOOR | ||||
| THE RECTOR AND VISITORS OF THE UVA | ||||||||||||
| PO BOX 400195 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | DEVELOPMENT OF SCHOOL AND SYSTEM-WIDE EXCELLENCE IN EDUCATION | $600,000 | |||||
| THE ROCKEFELLER UNIVERSITY | ||||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | THERAPEUTIC DEVELOPMENT FUND | $4,700,000 | |||||
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||||||
| 523 EAST FRANKLIN STREET | CHAPEL HILL | NC | 27599 | N/A | PC | THE ALEX T. ROBERTSON STUDY ABROAD FUND - DEPARTMENT OF GEOGRAPHY | $25,000 | |||||
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||||||
| 523 EAST FRANKLIN STREET | CHAPEL HILL | NC | 27599 | N/A | PC | PLAYMAKERS ARTS ANNUAL FUND 2021-2022 | $20,000 | |||||
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||||||
| 523 EAST FRANKLIN STREET | CHAPEL HILL | NC | 27599 | N/A | PC | GENERAL OPERATING SUPPORT | $12,500 | |||||
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||||||
| 523 EAST FRANKLIN STREET | CHAPEL HILL | NC | 27599 | N/A | PC | CAROLINA PERFORMING ARTS 2021-2022 ANNUAL GIVING | $20,000 | |||||
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||||||
| 523 EAST FRANKLIN STREET | CHAPEL HILL | NC | 27599 | N/A | PC | CAROLINA PERFORMING ARTS 2022-2023 ANNUAL GIVING | $20,000 | |||||
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||||||
| 523 EAST FRANKLIN STREET | CHAPEL HILL | NC | 27599 | N/A | PC | PLAYMAKERS ARTS ANNUAL FUND 2022-23 | $20,000 | |||||
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||||||
| 523 EAST FRANKLIN STREET | CHAPEL HILL | NC | 27599 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | |||||
| THE UNIVERSITY OF TEXAS FOUNDATION | ||||||||||||
| 9011 MOUNTAIN RIDGE DRIVE SUITE 159 | AUSTIN | TX | 78759 | N/A | PC | DR. CJ LOGOTHETIS' RESEARCH AND IN HONOR OF CHARLES LEONARD | $30,000 | |||||
| THE UNIVERSITY OF VERMONT FOUNDATION | ||||||||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | N/A | PC | SCHOLARSHIP FUNDING | $5,000 | |||||
| THE WILDERNESS SOCIETY | ||||||||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | N/A | PC | CLIMATE SOLUTIONS STRATEGY | $1,500,000 | |||||
| THEODORE ROOSEVELT CONSERVATION PARTNERSHIP | ||||||||||||
| 529 14TH STREET NW SUITE 500 | WASHINGTON | DC | 20045 | N/A | PC | MENHADEN CONSERVATION | $20,000 | |||||
| THEODORE ROOSEVELT CONSERVATION PARTNERSHIP | ||||||||||||
| 529 14TH STREET NW SUITE 500 | WASHINGTON | DC | 20045 | N/A | PC | MENHADEN CONSERVATION | $150,000 | |||||
| TRIANGLE RES OPTIONS-SUBSTANCE ABUSERS | ||||||||||||
| 1820 JAMES STREET | DURHAM | NC | 27707 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| UNITED JEWISH APPEAL FOUNDATION | ||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| UNITED STATES ENERGY FOUNDATION | ||||||||||||
| 301 BATTERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 94111 | N/A | PC | SOUTHEAST PROGRAM | $3,000,000 | |||||
| UNITED STATES GOLF ASSOCIATION FOUNDATION | ||||||||||||
| 77 LIBERTY CORNER ROAD | LIBERTY CORNER | NJ | 07938 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| UNITED STATES SQUASH RACQUETS ASSOCIATION | ||||||||||||
| PO BOX 38610 | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| UNIVERSITY OF NORTH CAROLINA PRESS | ||||||||||||
| 116 SOUTH BOUNDARY STREET | CHAPEL HILL | NC | 27514 | N/A | PC | WYNDHAM ROBERTSON EDITORIAL DIRECTORSHIP | $25,000 | |||||
| VERO BEACH MUSEUM OF ART | ||||||||||||
| 3001 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | N/A | PC | CHILDREN'S PROGRAM | $20,000 | |||||
| VINEGAR HILL FOOD PANTRY | ||||||||||||
| 196 WYCKOFF STREET | BROOKLYN | NY | 11217 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| VISION ED INC | ||||||||||||
| 2672 BROADWAY LOFT A | NEW YORK | NY | 10025 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | ||||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | N/A | PC | TIGERS PROGRAM | $1,000,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | ||||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||||||||
| MAIL STOP 40 266 WOODS HOLE ROAD | WOODS HOLE | MA | 02543 | N/A | PC | SCIENTIFIC RESEARCH, TECHNOLOGY DEVELOPMENT AND PUBLIC ENGAGEMENT | $500,000 | |||||
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||||||||
| MAIL STOP 40 266 WOODS HOLE ROAD | WOODS HOLE | MA | 02543 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,678,269 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICANS FOR OXFORD INC | ||||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | N/A | PC | CLIMATE ECONOMETRICS POLICY-RELEVANT RESEARCH | $1,320,000 | |
| AMERICANS FOR OXFORD INC | ||||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | N/A | PC | OXFORD BIG DATA INSTITUTE | $2,883,653 | |
| CANCER RESEARCH INSTITUTE | ||||||||
| 29 BROADWAY 4TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | LLOYD J. OLD STAR PROGRAM | $9,062,500 | |
| CLASSICAL CHARTER SCHOOLS | ||||||||
| 977 FOX STREET | BRONX | NY | 10459 | N/A | PC | SYSTEMS CODIFICATION AND LAUNCH OF SHARING AND TRANSLATION EFFORTS | $1,125,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | CLIMATE AND ENERGY PROGRAM | $3,000,000 | |
| ENVIRONMENTAL DEFENSE FUND INC | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | N/A | PC | OIL AND GAS, CHINA, SCIENCE AND ECONOMIC PROGRAMS | $14,000,000 | |
| HARLEM CHILDREN'S ZONE | ||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | N/A | PC | IMPROVE INSTRUCTIONS, PERFORMANCE & FINANCIAL MANAGEMENT | $3,500,000 | |
| MARY'S MEALS USA | ||||||||
| 75 ORCHARD STREET | BLOOMFIELD | NJ | 07003 | N/A | PC | STRENGTHEN PROGRAMMING AND FUNDRAISING CAPACITY | $335,000 | |
| MAYO CLINIC | ||||||||
| DEPARTMENT OF DEVELOPMENT 200 FIRST | ROCHESTER | MN | 55905 | N/A | PC | DR. DOUGLAS PACKER'S ABLATION RESEARCH | $158,276 | STREET SW |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| OFFICE OF DEVELOPMENT 633 THIRD | NEW YORK | NY | 10017 | N/A | PC | JOSIE ROBERTSON INVESTIGATOR PROGRAM | $9,000,000 | AVENUE 5TH FLOOR |
| METHANESAT LLC | ||||||||
| 123 MISSION STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | BUILD AND LAUNCH METHANESAT | $2,000,000 | |
| NEW YORK STEM CELL FOUNDATION INC | ||||||||
| 619 WEST 54TH STREET 3RD FLOOR | NEW YORK | NY | 10019 | N/A | PC | EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE | $27,445,712 | |
| NEW YORK STEM CELL FOUNDATION INC | ||||||||
| 619 WEST 54TH STREET 3RD FLOOR | NEW YORK | NY | 10019 | N/A | PC | ROBERTSON NEUROSCIENCE INVESTIGATOR AWARDS | $7,013,818 | |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | OCEAN-CLIMATE NEXUS | $750,000 | |
| OCEANA INC | ||||||||
| 1025 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | PROTECTING US COASTAL AREAS | $500,000 | |
| PANTHERA | ||||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | TIGERS PROGRAM | $500,000 | |
| REGULATORY ASSISTANCE PROJECT | ||||||||
| 50 STATE STREET SUITE 3 | MONTPELIER | VT | 05602 | N/A | PC | U.S. PROGRAM | $1,000,000 | |
| ROBERTSON SCHOLARS LEADERSHIP PROGRAM | ||||||||
| 101 PARK AVENUE 48TH FLOOR | NEW YORK | NY | 10178 | N/A | PF | SCHOLARSHIPS AND GENERAL OPERATING EXPENSES | $25,500,000 | |
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | SYSTEMATIC AND MEANINGFUL IMPROVEMENT IN SCHOOL QUALITY DESIGN | $44,000,000 | |
| THE BROAD INSTITUTE INC | ||||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | N/A | PC | PRECISION MEDICINE INITIATIVE | $686,557 | |
| THE NATURE CONSERVANCY | ||||||||
| WORLDWIDE OFFICE 4245 NORTH FAIRFAX | ARLINGTON | VA | 22203 | N/A | PC | LIVING CARBON PROTECTION PROGRAM | $3,000,000 | DRIVE SUITE 100 |
| THE ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | JR FACULTY RECRUITMENT | $8,200,000 | |
| THE ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | THERAPEUTIC DEVELOPMENT FUND | $8,300,000 | |
| THE WILDERNESS SOCIETY | ||||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | N/A | PC | CLIMATE SOLUTIONS STRATEGY | $1,500,000 | |
| THEODORE ROOSEVELT CONSERVATION PARTNERSHIP | ||||||||
| 529 14TH STREET NW SUITE 500 | WASHINGTON | DC | 20045 | N/A | PC | MENHADEN CONSERVATION | $100,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | N/A | PC | TIGERS PROGRAM | $500,000 | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||||
| MAIL STOP 40 266 WOODS HOLE ROAD | WOODS HOLE | MA | 02543 | N/A | PC | SCIENTIFIC RESEARCH, TECHNOLOGY DEVELOPMENT AND PUBLIC ENGAGEMENT | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $175,880,516 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225,593 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,344,927 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,668,638 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| FOUNDATION ADMINISTRATION INCOME | $381,088 | ||
| OTHER MISCELLANEOUS INCOME | 01 | $4,387 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$7,093,731 | ExclusionAmt |
| Related Or Exempt Function Incm | $381,088 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,712,643 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIAN H ROBERTSON JR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TIGER MANAGEMENT LLC 101 PARK A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101784799 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $76,448 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $76,448 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (14 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 | Address Line2USAddress/AddressLine2Txt | Expended By GranteeExpendedByGranteeAmt | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | 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 REPORT | ||||||
| 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 REPORT | ||||||
| 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 REPORT | ||||||
| ROBERTSON SCHOLARS LEADERSHIP PROGRAM | ||||||||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | NEW YORK | NY | 10178 | 2019-07-01 | $4,495,320 | GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2020. | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING REPORT | AVENUE 48TH FL | |||||
| ROBERTSON SCHOLARS LEADERSHIP PROGRAM | ||||||||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | NEW YORK | NY | 10178 | 2020-07-01 | $2,666,063 | GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2021. | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | 09/28/2022 | AVENUE 48TH FL | $2,666,063 | ||||
| ROBERTSON SCHOLARS LEADERSHIP PROGRAM | ||||||||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | NEW YORK | NY | 10178 | 2020-07-01 | $4,264,349 | GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2021. | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | 09/28/2022 | AVENUE 48TH FL | $4,264,349 | ||||
| ROBERTSON SCHOLARS LEADERSHIP PROGRAM | ||||||||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | NEW YORK | NY | 10178 | 2021-07-01 | $3,649,600 | GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2022. | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING REPORT | AVENUE 48TH FL | |||||
| ROBERTSON SCHOLARS LEADERSHIP PROGRAM | ||||||||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | NEW YORK | NY | 10178 | 2021-07-01 | $3,843,452 | GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2022. | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING REPORT | AVENUE 48TH FL | |||||
| ROBERTSON SCHOLARS LEADERSHIP PROGRAM | ||||||||||||||
| C/O ROBERTSON FOUNDATION 101 PARK | NEW YORK | NY | 10178 | 2022-07-01 | $4,445,055 | GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2022. | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING REPORT | AVENUE 48TH FL | |||||
| STARSHIP FOUNDATION | ||||||||||||||
| 2020-07-09 | $50,000 | SUPPORT FOR STARSHIP FOUNDATION'S NATIONAL AIR AMBULANCE. | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING REPORT | PO BOX 9389 NEWMARKET | AUCKLAND | NZ | 1149 | ||||||
| STARSHIP FOUNDATION | ||||||||||||||
| 2021-08-18 | $75,000 | AIR AMBULANCE SERVICE & PICU EXPANSION | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING REPORT | PO BOX 9389 NEWMARKET | AUCKLAND | NZ | 1149 | ||||||
| STARSHIP FOUNDATION | ||||||||||||||
| 2022-11-14 | $75,000 | AIR AMBULANCE SERVICE & PICU EXPANSION | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING REPORT | PO BOX 9389 NEWMARKET | AUCKLAND | NZ | 1149 | ||||||
| THE EDUCATION HUB | ||||||||||||||
| 2020-12-16 | $20,000 | GENERAL OPERATING SUPPORT. | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING REPORT | 28 VALHALLA DRIVE BEACH HAVEN | AUCKLAND | NZ | 0626 | ||||||
| THE CRANFORD HOSPICE FOUNDATION | ||||||||||||||
| 2022-08-18 | $20,000 | BUILD OF CRANFORD HOSPICE'S NEW HOME AT CHERTERHOPE | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | PENDING REPORT | 300 KNIGHT STREET | HASTINGS | NZ | 4122 | ||||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SCHEDULE OF CONTROLLED ENTITIES | FORM 990-PF, PART VI-A, LINE 11 | NAME OF CONTROLLED ENTITY - ROBERTSON FOUNDATION CORPORATIONEMPLOYER ID NO - N/AADDRESS - C/O DAVID WHITTOME, WALKER HOUSE, 87 MARY STREET, GEORGE TOWN, KY1-9002, CAYMAN ISLANDSEXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - $160,000,000DESCRIPTION OF TRANSFER - CASHTRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - $26,050,000DESCRIPTION OF TRANSFER - CASH |
| OUT OF CORPUS ELECTION | FORM 990-PF, PART XIII, LINE 7 | FOR ITS TAXABLE YEAR ENDING NOVEMBER 30, 2022, THE FOUNDATION IS ELECTING, PURSUANT TO INTERNAL REVENUE CODE SECTION 4942(H)(2) AND TREASURY REGULATIONS SECTIONS 1.170A-9(H)(2)(V) AND 53.4942(A)-3(C)(2)(IV), TO TREAT DISTRIBUTIONS OF $100,000,000.00 (WHICH EQUALS THE TOTAL VALUE OF ALL CONTRIBUTIONS RECEIVED DURING THE FOUNDATION'S TAXABLE YEAR ENDING NOVEMBER 30, 2022) AS DISTRIBUTIONS OUT OF CORPUS. IN ADDITION, THE FOUNDATION HAS NO UNDISTRIBUTED INCOME FOR ITS TAXABLE YEAR ENDED NOVEMBER 30, 2022 OR THE PRIOR YEAR. ACCORDINGLY, THE FOUNDATION QUALIFIES AS A PASSTHROUGH FOUNDATION DESCRIBED IN INTERNAL REVENUE CODE SECTION 170(B)(1)(F)(II). |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ROBERTSON FOUNDATION CORPORATION 3,563 SHARES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $185,560,611 | BookValueAmt |
| EOYFMV | $355,168,544 | EOYFMVAmt |
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 | $111,830 | $19,820 | $19,820 |
| FURNITURE AND FIXTURES | $341,378 | $337,268 | $4,110 | $4,110 |
| COMPUTERS AND OTHER EQUIPMENT | $154,503 | $103,979 | $50,524 | $50,524 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $43,824 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $43,824 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $198,625 | $198,625 | $198,625 |
| LICENSE FEE RECEIVABLE | $9,228 | $84,566 | $84,566 |
| DUE FROM INVESTMENT FUND | $9,250,000 |
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 |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $129,740 | $0 | $0 | $129,740 |
| EMPLOYMENT EXPENSES | $28,210 | $0 | $0 | $28,210 |
| FILING FEES | $1,500 | $0 | $0 | $1,500 |
| INFORMATION TECHNOLOGY SOFTWARE AND HARDWARE | $48,630 | $0 | $0 | $48,630 |
| INSURANCE | $35,611 | $0 | $0 | $35,611 |
| OFFICE AND OTHER EXPENSES | $55,964 | $0 | $0 | $55,964 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SUBPART F INCOME FROM ROBERTSON FOUNDATION CORPORATION | $35,439,067 | ||
| FOUNDATION ADMINISTRATION INCOME | $381,088 | $381,088 | |
| OTHER MISCELLANEOUS INCOME | $4,387 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTANTS | CategoryTxt |
| Amt | $128,702 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $128,702 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAID | CategoryTxt |
| Amt | $1,500,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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