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89TH STREET SUITE 3A NEW YORK NY 10128 N/A PC GENERAL OPERATING SUPPORT 1500 THE CONSERVATION FUND 1655 NORTH FORT MYER DRIVE SUITE 1300 ARLINGTON VA 22209 N/A PC GENERAL OPERATING SUPPORT 20000 THE COUNTRY SCHOOL ADVANCEMENT OFFICE 341 OPENING HILL ROAD MADISON CT 06443 N/A PC GENERAL OPERATING SUPPORT 5000 THE CRANFORD HOSPICE FOUNDATION 300 KNIGHT STREET HASTINGS NZ 4122 N/A PC BUILD OF CRANFORD HOSPICE'S NEW HOME AT CHERTERHOPE 20000 THE GREEN VALE SCHOOL 250 VALENTINES LANE OLD BROOKVILLE NY 11545 N/A PC GENERAL OPERATING SUPPORT 5000 THE ISLAMORADA FOUNDATION PO BOX 1315 ISLAMORADA FL 33036 N/A PC GENERAL OPERATING SUPPORT 10000 THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION 1891 CONSTANT AVENUE LAWRENCE KS 66047 N/A PC GENERAL OPERATING SUPPORT 60000 THE NATURE CONSERVANCY WORLDWIDE OFFICE 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 N/A PC LIVING CARBON PROTECTION PROGRAM 2000000 THE NATURE CONSERVANCY WORLDWIDE OFFICE 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 N/A PC SILVER CREEK PRESERVE 35000 THE NATURE CONSERVANCY WORLDWIDE OFFICE 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 N/A PC LAND PURCHASES/EASEMENTS 30000 THE POPULATION COUNCIL INC ONE DAG HAMMARSKJOLD PLAZA 3RD FLOOR NEW YORK NY 10017 N/A PC GENERAL OPERATING SUPPORT 20000 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 600000 THE ROCKEFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK NY 10065 N/A PC THERAPEUTIC DEVELOPMENT FUND 4700000 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 25000 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 20000 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 523 EAST FRANKLIN STREET CHAPEL HILL NC 27599 N/A PC GENERAL OPERATING SUPPORT 12500 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 20000 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 20000 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 20000 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 523 EAST FRANKLIN STREET CHAPEL HILL NC 27599 N/A PC GENERAL OPERATING SUPPORT 35000 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 30000 THE UNIVERSITY OF VERMONT FOUNDATION 411 MAIN STREET BURLINGTON VT 05401 N/A PC SCHOLARSHIP FUNDING 5000 THE WILDERNESS SOCIETY 1615 M STREET NW WASHINGTON DC 20036 N/A PC CLIMATE SOLUTIONS STRATEGY 1500000 THEODORE ROOSEVELT CONSERVATION PARTNERSHIP 529 14TH STREET NW SUITE 500 WASHINGTON DC 20045 N/A PC MENHADEN CONSERVATION 20000 THEODORE ROOSEVELT CONSERVATION PARTNERSHIP 529 14TH STREET NW SUITE 500 WASHINGTON DC 20045 N/A PC MENHADEN CONSERVATION 150000 TRIANGLE RES OPTIONS-SUBSTANCE ABUSERS 1820 JAMES STREET DURHAM NC 27707 N/A PC GENERAL OPERATING SUPPORT 5000 UNITED JEWISH APPEAL FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 N/A PC GENERAL OPERATING SUPPORT 10000 UNITED STATES ENERGY FOUNDATION 301 BATTERY STREET 5TH FLOOR SAN FRANCISCO CA 94111 N/A PC SOUTHEAST PROGRAM 3000000 UNITED STATES GOLF ASSOCIATION FOUNDATION 77 LIBERTY CORNER ROAD LIBERTY CORNER NJ 07938 N/A PC GENERAL OPERATING SUPPORT 5000 UNITED STATES SQUASH RACQUETS ASSOCIATION PO BOX 38610 PHILADELPHIA PA 19104 N/A PC GENERAL OPERATING SUPPORT 20000 UNIVERSITY OF NORTH CAROLINA PRESS 116 SOUTH BOUNDARY STREET CHAPEL HILL NC 27514 N/A PC WYNDHAM ROBERTSON EDITORIAL DIRECTORSHIP 25000 VERO BEACH MUSEUM OF ART 3001 RIVERSIDE PARK DRIVE VERO BEACH FL 32963 N/A PC CHILDREN'S PROGRAM 20000 VINEGAR HILL FOOD PANTRY 196 WYCKOFF STREET BROOKLYN NY 11217 N/A PC GENERAL OPERATING SUPPORT 1000 VISION ED INC 2672 BROADWAY LOFT A NEW YORK NY 10025 N/A PC GENERAL OPERATING SUPPORT 2000 WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BOULEVARD BRONX NY 10460 N/A PC TIGERS PROGRAM 1000000 WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BOULEVARD BRONX NY 10460 N/A PC GENERAL OPERATING SUPPORT 100000 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 500000 WOODS HOLE OCEANOGRAPHIC INSTITUTION MAIL STOP 40 266 WOODS HOLE ROAD WOODS HOLE MA 02543 N/A PC GENERAL OPERATING SUPPORT 10000 78678269 AMERICANS FOR OXFORD INC 500 FIFTH AVENUE 32ND FLOOR NEW YORK NY 10110 N/A PC CLIMATE ECONOMETRICS POLICY-RELEVANT RESEARCH 1320000 AMERICANS FOR OXFORD INC 500 FIFTH AVENUE 32ND FLOOR NEW YORK NY 10110 N/A PC OXFORD BIG DATA INSTITUTE 2883653 CANCER RESEARCH INSTITUTE 29 BROADWAY 4TH FLOOR NEW YORK NY 10006 N/A PC LLOYD J. OLD STAR PROGRAM 9062500 CLASSICAL CHARTER SCHOOLS 977 FOX STREET BRONX NY 10459 N/A PC SYSTEMS CODIFICATION AND LAUNCH OF SHARING AND TRANSLATION EFFORTS 1125000 EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 N/A PC CLIMATE AND ENERGY PROGRAM 3000000 ENVIRONMENTAL DEFENSE FUND INC 257 PARK AVENUE SOUTH NEW YORK NY 10010 N/A PC OIL AND GAS, CHINA, SCIENCE AND ECONOMIC PROGRAMS 14000000 HARLEM CHILDREN'S ZONE 35 EAST 125TH STREET NEW YORK NY 10035 N/A PC IMPROVE INSTRUCTIONS, PERFORMANCE & FINANCIAL MANAGEMENT 3500000 MARY'S MEALS USA 75 ORCHARD STREET BLOOMFIELD NJ 07003 N/A PC STRENGTHEN PROGRAMMING AND FUNDRAISING CAPACITY 335000 MAYO CLINIC DEPARTMENT OF DEVELOPMENT 200 FIRST STREET SW ROCHESTER MN 55905 N/A PC DR. DOUGLAS PACKER'S ABLATION RESEARCH 158276 MEMORIAL SLOAN-KETTERING CANCER CENTER OFFICE OF DEVELOPMENT 633 THIRD AVENUE 5TH FLOOR NEW YORK NY 10017 N/A PC JOSIE ROBERTSON INVESTIGATOR PROGRAM 9000000 METHANESAT LLC 123 MISSION STREET SAN FRANCISCO CA 94105 N/A PC BUILD AND LAUNCH METHANESAT 2000000 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 27445712 NEW YORK STEM CELL FOUNDATION INC 619 WEST 54TH STREET 3RD FLOOR NEW YORK NY 10019 N/A PC ROBERTSON NEUROSCIENCE INVESTIGATOR AWARDS 7013818 OCEAN CONSERVANCY 1300 19TH STREET NW 8TH FLOOR WASHINGTON DC 20036 N/A PC OCEAN-CLIMATE NEXUS 750000 OCEANA INC 1025 CONNECTICUT AVENUE NW WASHINGTON DC 20036 N/A PC PROTECTING US COASTAL AREAS 500000 PANTHERA 8 WEST 40TH STREET 18TH FLOOR NEW YORK NY 10018 N/A PC TIGERS PROGRAM 500000 REGULATORY ASSISTANCE PROJECT 50 STATE STREET SUITE 3 MONTPELIER VT 05602 N/A PC U.S. PROGRAM 1000000 ROBERTSON SCHOLARS LEADERSHIP PROGRAM 101 PARK AVENUE 48TH FLOOR NEW YORK NY 10178 N/A PF SCHOLARSHIPS AND GENERAL OPERATING EXPENSES 25500000 SUCCESS ACADEMY CHARTER SCHOOLS 95 PINE STREET 6TH FLOOR NEW YORK NY 10005 N/A PC SYSTEMATIC AND MEANINGFUL IMPROVEMENT IN SCHOOL QUALITY DESIGN 44000000 THE BROAD INSTITUTE INC 415 MAIN STREET CAMBRIDGE MA 02142 N/A PC PRECISION MEDICINE INITIATIVE 686557 THE NATURE CONSERVANCY WORLDWIDE OFFICE 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 N/A PC LIVING CARBON PROTECTION PROGRAM 3000000 THE ROCKEFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK NY 10065 N/A PC JR FACULTY RECRUITMENT 8200000 THE ROCKEFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK NY 10065 N/A PC THERAPEUTIC DEVELOPMENT FUND 8300000 THE WILDERNESS SOCIETY 1615 M STREET NW WASHINGTON DC 20036 N/A PC CLIMATE SOLUTIONS STRATEGY 1500000 THEODORE ROOSEVELT CONSERVATION PARTNERSHIP 529 14TH STREET NW SUITE 500 WASHINGTON DC 20045 N/A PC MENHADEN CONSERVATION 100000 WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BOULEVARD BRONX NY 10460 N/A PC TIGERS PROGRAM 500000 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 500000 175880516 14 225593 14 2344927 18 -9668638 FOUNDATION ADMINISTRATION INCOME 381088 OTHER MISCELLANEOUS INCOME 01 4387 0 -7093731 381088 -6712643 11A 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. 0 0 0 0 0 0 0 0 0 0 X X 1 JULIAN H ROBERTSON JR C/O TIGER MANAGEMENT LLC 101 PARK A NEW YORK NY 101784799 100000000 X FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION 76448 0 0 76448 CLASSICAL AMERICAN HOMES PRESERVATION TRUST 69 EAST 93RD STREET NEW YORK NY 10128 2018-12-20 50000 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 50000 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 40000 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 AVENUE 48TH FL NEW YORK NY 10178 2019-07-01 4495320 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 ROBERTSON SCHOLARS LEADERSHIP PROGRAM C/O ROBERTSON FOUNDATION 101 PARK AVENUE 48TH FL NEW YORK NY 10178 2020-07-01 2666063 GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2021. 2666063 TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. 09/28/2022 ROBERTSON SCHOLARS LEADERSHIP PROGRAM C/O ROBERTSON FOUNDATION 101 PARK AVENUE 48TH FL NEW YORK NY 10178 2020-07-01 4264349 GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2021. 4264349 TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. 09/28/2022 ROBERTSON SCHOLARS LEADERSHIP PROGRAM C/O ROBERTSON FOUNDATION 101 PARK AVENUE 48TH FL NEW YORK NY 10178 2021-07-01 3649600 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 ROBERTSON SCHOLARS LEADERSHIP PROGRAM C/O ROBERTSON FOUNDATION 101 PARK AVENUE 48TH FL NEW YORK NY 10178 2021-07-01 3843452 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 ROBERTSON SCHOLARS LEADERSHIP PROGRAM C/O ROBERTSON FOUNDATION 101 PARK AVENUE 48TH FL NEW YORK NY 10178 2022-07-01 4445055 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 STARSHIP FOUNDATION PO BOX 9389 NEWMARKET AUCKLAND NZ 1149 2020-07-09 50000 SUPPORT FOR STARSHIP FOUNDATION'S NATIONAL AIR AMBULANCE. TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING REPORT STARSHIP FOUNDATION PO BOX 9389 NEWMARKET AUCKLAND NZ 1149 2021-08-18 75000 AIR AMBULANCE SERVICE & PICU EXPANSION TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING REPORT STARSHIP FOUNDATION PO BOX 9389 NEWMARKET AUCKLAND NZ 1149 2022-11-14 75000 AIR AMBULANCE SERVICE & PICU EXPANSION TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING REPORT THE EDUCATION HUB 28 VALHALLA DRIVE BEACH HAVEN AUCKLAND NZ 0626 2020-12-16 20000 GENERAL OPERATING SUPPORT. TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING REPORT THE CRANFORD HOSPICE FOUNDATION 300 KNIGHT STREET HASTINGS NZ 4122 2022-08-18 20000 BUILD OF CRANFORD HOSPICE'S NEW HOME AT CHERTERHOPE TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING REPORT 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). ROBERTSON FOUNDATION CORPORATION 3,563 SHARES AT COST 185560611 355168544 LEASEHOLD IMPROVEMENTS 131650 111830 19820 19820 FURNITURE AND FIXTURES 341378 337268 4110 4110 COMPUTERS AND OTHER EQUIPMENT 154503 103979 50524 50524 GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 43824 0 0 43824 SECURITY DEPOSITS 198625 198625 198625 LICENSE FEE RECEIVABLE 9228 84566 84566 DUE FROM INVESTMENT FUND 9250000 DUES AND SUBSCRIPTIONS 129740 0 0 129740 EMPLOYMENT EXPENSES 28210 0 0 28210 FILING FEES 1500 0 0 1500 INFORMATION TECHNOLOGY SOFTWARE AND HARDWARE 48630 0 0 48630 INSURANCE 35611 0 0 35611 OFFICE AND OTHER EXPENSES 55964 0 0 55964 SUBPART F INCOME FROM ROBERTSON FOUNDATION CORPORATION 35439067 FOUNDATION ADMINISTRATION INCOME 381088 381088 OTHER MISCELLANEOUS INCOME 4387 0 CONSULTANTS 128702 0 0 128702 FEDERAL EXCISE TAX PAID 1500000 0 0 0