Aotearoa Foundation
- Assets
- $15.4m
- Revenue
- $73.0k
- Investments
- $14.7m
- Employees
- 0
- Location
- New York, NY
- Founding
- 11/2004
- Data as of
- 12/2022
- EIN
- 20-1464742
Organization Overview
Aotearoa Foundation is located in New York, NY. The organization was established in 2004. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Aotearoa Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Aotearoa Foundation generated $73.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (5.2%) each year. All expenses for the organization totaled $1.8m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Aotearoa Foundation has awarded 60 individual grants totaling $23,546,561. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Julian H Robertson Jr Trustee (deceased 08/23/2022) | 1 | $0 | |
Craig Heatley Trustee | 1 | $0 | |
Alexander Robertson Authorized Officer | 1 | $0 | |
Kelsey Finkel Authorized Officer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $72,983 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $72,983 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $100,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $5,057 |
| Total operating and administrative expenses | $199,080 |
| Contributions, gifts, grants paid | $1,608,727 |
| Total expenses and disbursements | $1,807,807 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $646,264 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $14,724,109 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $15,370,373 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Aotearoa Foundation has awarded $5,628,756 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
FRIENDS OF THE UNIVERSITY OF AUCKLAND PURPOSE: DEVELOPMENT AND OPERATIONS OF CBR BLOOD DATA BANK | $41,980 |
MOTU ECONOMIC AND PUBLIC POLICY RESEARCH TRUST PURPOSE: LOW-EMISSIONS FUTURE AND FRESHWATER WORK | $102,300 |
THE SPRINGBOARD TRUST PURPOSE: ENHANCE INTERNAL CAPACITY AND EXTERNAL PROGRAMMING | $159,202 |
UNIVERSITY OF AUCKLAND PURPOSE: CENTRE FOR BRAIN RESEARCH, THREE, 3-YEAR, POSTDOCTORAL RESEARCH FELLOWSHIPS | $67,768 |
UNIVERSITY OF AUCKLAND PURPOSE: AUCKLAND BIOENGINEERING INSTITUTE, THREE, 4-YEAR, POSTDOCTURAL RESEARCH FELLOWSHIPS | $288,668 |
UNIVERSITY OF AUCKLAND PURPOSE: AUCKLAND BIOENGINEERING INSTITUTE | $464,526 |