Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 12-01-2018 , and ending 11-30-2019
Name of foundation
ROBERTSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)101 PARK AVE 48TH FL
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY101784799
A Employer identification number

13-7068398
B Telephone number (see instructions)

(212) 984-5700
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$508,805,293
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 183,974 183,974  
4 Dividends and interest from securities... 5,620,993 5,620,993  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -591,138
b Gross sales price for all assets on line 6a 31,000,000
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 1,536,353 29,745,112  
12 Total. Add lines 1 through 11........ 6,750,182 35,550,079  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,014,167 0   1,014,167
14 Other employee salaries and wages...... 1,763,429 0   1,480,931
15 Pension plans, employee benefits....... 565,639 0   521,562
16a Legal fees (attach schedule)......... 59,341 0   59,341
b Accounting fees (attach schedule)....... 73,466 0   73,466
c Other professional fees (attach schedule).... 145,151 0   145,151
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 105,000 0   0
19 Depreciation (attach schedule) and depletion... 55,052 0  
20 Occupancy.............. 703,173 0   703,173
21 Travel, conferences, and meetings....... 237,717 0   237,717
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 255,116 0   211,866
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,977,251 0   4,447,374
25 Contributions, gifts, grants paid....... 81,713,788 81,713,788
26 Total expenses and disbursements. Add lines 24 and 25 86,691,039 0   86,161,162
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -79,940,857
b Net investment income (if negative, enter -0-) 35,550,079
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,526,469 1,197,428 1,197,428
2 Savings and temporary cash investments......... 10,003,816 5,750,620 5,750,620
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 452,360,139 Click to see attachment378,089,995 501,521,328
14 Land, buildings, and equipment: basis bullet554,686
Less: accumulated depreciation (attach schedule) bullet444,488 164,063 Click to see attachment110,198 110,198
15 Other assets (describe bullet) Click to see attachment260,330 Click to see attachment225,719 Click to see attachment225,719
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 465,314,817 385,373,960 508,805,293
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 465,314,817 385,373,960
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 465,314,817 385,373,960
31 Total liabilities and net assets/fund balances (see instructions). 465,314,817 385,373,960
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
465,314,817
2
Enter amount from Part I, line 27a .....................
2
-79,940,857
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
385,373,960
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
385,373,960
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 31,000,000   31,591,138 -591,138
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -591,138
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -591,138
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 107,900,702 556,410,467 0.193923
2016 111,225,603 605,898,906 0.183571
2015 117,891,015 648,273,605 0.181854
2014 116,201,122 790,228,014 0.147048
2013 115,485,614 755,021,207 0.152957
2
Total of line 1, column (d) .....................
2
0.859353
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.171871
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
522,143,757
5
Multiply line 4 by line 3......................
5
89,741,370
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
355,501
7
Add lines 5 and 6........................
7
90,096,871
8
Enter qualifying distributions from Part XII, line 4,.............
8
86,162,349
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 711,002
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 711,002
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 711,002
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 373,451
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 750,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,123,451
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 9,029
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 403,420
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet403,420 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.ROBERTSONFOUNDATION.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (212) 984-5700

    Located atbullet101 PARK AVE 48TH FLNEW YORKNY ZIP+4bullet101784799
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JULIAN H ROBERTSON JR TRUSTEE
    1.00
    0 0 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    JULIAN SPENCER ROBERTSON TRUSTEE
    1.00
    0 0 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    JULIAN HART ROBERTSON III TRUSTEE
    1.00
    0 0 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    ALEXANDER TUCKER ROBERTSON TRUSTEE
    1.00
    0 0 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    ALEXANDRA ROBERTSON TRUSTEE
    1.00
    0 0 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    SARAH ROBERTSON TRUSTEE
    1.00
    0 0 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    CLAIRE ROBERTSON TRUSTEE
    1.00
    0 0 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    DR AARON STERN TRUSTEE
    1.00
    0 0 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    JOHN GRIFFIN TRUSTEE
    1.00
    0 0 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    WYNDHAM ROBERTSON TRUSTEE
    1.00
    0 0 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    JAMES FREEMAN MD TRUSTEE
    1.00
    0 0 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    JOHN HOOD PRESIDENT
    25.00
    690,000 0 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    KELSEY FINKEL EXECUTIVE DIRECTOR
    40.00
    324,167 42,794 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    RUTH BRENNER DIRECTOR OF ADMINIST
    40.00
    272,562 53,252 0
    101 PARK AVE 48TH FL
    NEW YORK,NY101784799
    DEBORAH RUTIGLIANO CONTROLLER
    40.00
    202,681 50,313 0
    101 PARK AVE 48TH FL
    NEW YORK,NY101784799
    LEIGHANNE OLSEN PROGRAM DIRECTOR
    40.00
    185,000 36,804 0
    101 PARK AVE 48TH FL
    NEW YORK,NY101784799
    SARAH I GEATHERS PROGRAM OFFICER
    40.00
    141,875 29,254 0
    101 PARK AVE 48TH FL
    NEW YORK,NY101784799
    CHRISTY LOPER PROGRAM DIRECTOR
    40.00
    153,015 4,281 0
    101 PARK AVE 48TH FL
    NEW YORK,NY101784799
    Total number of other employees paid over $50,000...................bullet 7
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    PKF O'CONNOR DAVIES LLP FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION 62,350
    665 FIFTH AVENUE
    NEW YORK,NY10022
    PATTERSON BELKNAP WEBB & TYLER LLP GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 58,196
    1133 6TH AVE
    NEW YORK,NY10036
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    511,429,137
    b
    Average of monthly cash balances.......................
    1b
    18,467,423
    c
    Fair market value of all other assets (see instructions)................
    1c
    198,625
    d
    Total (add lines 1a, b, and c).........................
    1d
    530,095,185
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    530,095,185
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    7,951,428
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    522,143,757
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    26,107,188
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    26,107,188
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    711,002
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    711,002
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    25,396,186
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,209,778
    5
    Add lines 3 and 4............................
    5
    26,605,964
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    26,605,964
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    86,161,162
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    1,187
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    86,162,349
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    86,162,349
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 26,605,964
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 78,185,050
    b From 2014...... 77,696,961
    c From 2015...... 86,847,043
    d From 2016...... 80,993,698
    e From 2017...... 80,617,735
    fTotal of lines 3a through e........ 404,340,487
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 86,162,349
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 26,605,964
    e Remaining amount distributed out of corpus 59,556,385
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 463,896,872
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    78,185,050
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    385,711,822
    10 Analysis of line 9:
    a Excess from 2014.... 77,696,961
    b Excess from 2015.... 86,847,043
    c Excess from 2016.... 80,993,698
    d Excess from 2017.... 80,617,735
    e Excess from 2018.... 59,556,385
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JULIAN H ROBERTSON JR
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    564 PARK AVENUE PRESERVATION FOUNDATION
    564 PARK AVENUE
    NEW YORK,NY10065
    N/A PC GENERAL OPERATING SUPPORT 10,000
    A BETTER CHANCE
    253 WEST 35TH STREET 6TH FLOOR
    NEW YORK,NY10001
    N/A PC GENERAL OPERATING SUPPORT 4,000
    ACTORS FUND
    729 SEVENTH AVENUE 10TH FLOOR
    NEW YORK,NY10019
    N/A PC GENERAL OPERATING SUPPORT 15,000
    AFRICAN LEADERSHIP FOUNDATION
    PO BOX 7408
    NEW YORK,NY10150
    N/A PC GENERAL OPERATING SUPPORT AND PROJECT SPECIFIC SUPPORT FOR TRANSLATION 800,000
    AFRICAN LEADERSHIP FOUNDATION
    PO BOX 7408
    NEW YORK,NY10150
    N/A PC SUPPORT FOR TRANSLATION OF ACCELERATOR PROGRAM 500,000
    AFRICAN MISSION HEALTHCARE
    PO BOX 8598
    PUEBLO,CO81008
    N/A PC SUPPORT FOR STETTS-GERSON INVESTMENT IN EMERGENCY C-SECTION INITIATIVE 1,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004
    N/A PC GENERAL OPERATING SUPPORT 10,000
    AMERICAN FEDERATION CHILDREN GROWTH FUND
    1020 19TH STREET NW SUITE 675
    WASHINGTON,DC20036
    N/A PC JOHN KIRTLEY'S LEADERSHIP 50,000
    AMERICAN MUSEUM OF NATURAL HISTORY
    OFFICE OF DEVELOPMENT 200 CENTRAL
    PARK WEST 6TH FLOOR
    NEW YORK,NY10024
    N/A PC GENERAL OPERATING SUPPORT 200,000
    AMERICAN MUSEUM OF NATURAL HISTORY
    OFFICE OF DEVELOPMENT 200 CENTRAL
    PARK WEST 6TH FLOOR
    NEW YORK,NY10024
    N/A PC IN HONOR OF LEWIS BERNARD'S LEADERSHIP 25,000
    AMERICANS FOR OXFORD INC
    500 FIFTH AVENUE 32ND FLOOR
    NEW YORK,NY10110
    N/A PC OXFORD BIG DATA INSTITUTE 551,471
    AMERICANS FOR OXFORD INC
    500 FIFTH AVENUE 32ND FLOOR
    NEW YORK,NY10110
    N/A PC SUPPORT WILDCRU'S FELIDS PROGRAM AND TRAINING OF YOUN CONSERVATIONISTS 513,300
    AMERICANS FOR OXFORD INC
    500 FIFTH AVENUE 32ND FLOOR
    NEW YORK,NY10110
    N/A PC SUPPORT FOR CLIMATE ECONOMETRICS RESEARCH PROJECT 385,080
    ANIMAL MEDICAL CENTER
    510 EAST 62ND STREET
    NEW YORK,NY10065
    N/A PC SUPPORT FOR ANNUAL EVENT HONORING DYLAN LAUREN 2,500
    AUDUBON FLORIDA
    4500 BISCAYNE BOULEVARD SUITE 350
    MIAMI,FL33137
    N/A PC SUPPORT FOR EVERGLADES SCIENCE RESEARCH 3,000
    BAPTIST HEALTH FOUNDATION
    6855 RED ROAD SUITE 600
    CORAL GABLES,FL33143
    N/A PC GENERAL OPERATING SUPPORT 10,000
    BAPTIST HEALTH FOUNDATION
    6855 RED ROAD SUITE 600
    CORAL GABLES,FL33143
    N/A PC SUPPORT FOR MARINERS HOSPITAL EMERGENCY ROOM 10,000
    BAPTIST HEALTH FOUNDATION
    6855 RED ROAD SUITE 600
    CORAL GABLES,FL33143
    N/A PC SUPPORT FOR MARINER'S HOSPITAL 1,000
    BONE MARROW & CANCER FDN
    515 MADISON AVENUE SUITE 1130
    NEW YORK,NY10022
    N/A PC GENERAL OPERATING SUPPORT 2,500
    BONEFISH & TARPON TRUST
    2937 SW 27TH AVENUE SUITE 203
    MIAMI,FL33133
    N/A PC GENERAL OPERATING SUPPORT 75,000
    BROOKLYN HEIGHTS ASSOCIATION
    55 PIERREPONT STREET
    BROOKLYN,NY11201
    N/A PC GENERAL OPERATING SUPPORT 1,000
    BROOKLYN PUBLIC LIBRARY
    10 GRAND ARMY PLAZA 3RD FLOOR
    BROOKLYN,NY11238
    N/A PC GENERAL OPERATING SUPPORT 5,000
    BUTTERFLY EFFECT PROJECT
    1018 NORTHVILLE TURNPIKE
    RIVERHEAD,NY11901
    N/A PC TEAM CHAMEAUX IN 2021 RALLYE AICHA DES GAZELLES DU MAROC 1,000
    CANCER RESEARCH INSTITUTE
    29 BROADWAY 4TH FLOOR
    NEW YORK,NY10006
    N/A PC CRI'S IRVINGTON POSTDOCTORAL FELLOWSHIP PROGRAM 339,500
    CANCER RESEARCH INSTITUTE
    29 BROADWAY 4TH FLOOR
    NEW YORK,NY10006
    N/A PC SUPPORT FOR THE LLOYD J. OLD STAR PROGRAM 375,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022
    N/A PC GENERAL OPERATING SUPPORT 25,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022
    N/A PC SUPPORT FOR FALL LUNCHEON 10,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022
    N/A PC SUPPORT FOR PLAYGROUND PARTNERS 5,000
    CENTRAL PENNSYLVANIA COMMUNITY FOUNDATION
    1330 11TH AVENUE
    ALTOONA,PA16601
    N/A PC SUPPORT FOR GRACE OF GOD ACADEMIES 8,000
    CF FOUNDATION INC
    3445 PEACHTREE ROAD NE SUITE 175
    ATLANTA,GA30326
    N/A PC SUPPORT FOR PURPOSE BUILT SCHOOLS AND IMPLEMENTATION OF DREW CHARTER SCHOOL MODEL 500,000
    CF FOUNDATION INC
    3445 PEACHTREE ROAD NE SUITE 175
    ATLANTA,GA30326
    N/A PC SUPPORT FOR PURPOSE BUILT COMMUNITIES 1,803,333
    CHILD MIND INSTITUTE
    101 EAST 56TH STREET
    NEW YORK,NY10022
    N/A PC GENERAL OPERATING SUPPORT 10,000
    CHILDREN OF GOD RELIEF FUND INC
    C/O CROWELL MORING LLP 1001
    PENNSYLVANIA AVENUE
    WASHINGTON,DC20004
    N/A PC GENERAL OPERATING SUPPORT 15,000
    CITY SQUASH INC
    PO BOX 619 FORDHAM STATION
    BRONX,NY10458
    N/A PC GENERAL SUPPORT 12,000
    CITY SQUASH INC
    PO BOX 619 FORDHAM STATION
    BRONX,NY10458
    N/A PC SUPPORT FOR BRONX PROJECT 12,750
    CITYSQUASH INC
    PO BOX 619 FORDHAM STATION
    BRONX,NY10458
    N/A PC SUPPORT FOR "BATTLE OF BROOKLYN" 8,000
    CLASSICAL AMERICAN HOMES PRESERVATION TRUST
    69 EAST 93RD STREET
    NEW YORK,NY10128
    N/A POF GENERAL OPERATING SUPPORT 50,000
    CLASSICAL CHARTER SCHOOLS
    977 FOX STREET
    BRONX,NY10459
    N/A PC PROJECT SPECIFIC SUPPORT FOR THE DEVELOPMENT OF THE COMPLETE CLASSICAL CHARTER SCHOOLS ENGINE 375,000
    CLASSROOM INC
    123 WILLIAM STREET SUITE 1201
    NEW YORK,NY10038
    N/A PC GENERAL OPERATING SUPPORT 35,000
    COALITION FOR THE HOMELESS
    129 FULTON STREET
    NEW YORK,NY10038
    N/A PC GENERAL OPERATING SUPPORT 10,000
    COMMUNITIES IN SCHOOLS INC
    2345 CRYSTAL DRIVE SUITE 700
    ARLINGTON,VA22202
    N/A PC SUPPORT FOR THE MILLIKEN CENTER 670,000
    CONNECTICUT PUBLIC BROADCASTING NETWORK
    1049 ASYLUM AVENUE
    HARTFORD,CT06105
    N/A PC GENERAL OPERATING SUPPORT 5,000
    DARTMOUTH COLLEGE DEVELOPMENT
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755
    N/A PC SCHOLARSHIP FUNDING 10,000
    DAVID LYNCH FOUNDATION
    228 EAST 45TH STREET 15TH FLOOR
    NEW YORK,NY10017
    N/A PC GENERAL OPERATING SUPPORT 3,000
    DEERFIELD ACADEMY
    OFFICE OF ALUMNI AFFAIRS DEVELOPMEN
    PO BOX 306
    DEERFIELD,MA01342
    N/A PC SUPPORT FOR SCHOLARSHIPS 20,000
    DEERFIELD ACADEMY
    OFFICE OF ALUMNI AFFAIRS DEVELOPMEN
    PO BOX 306
    DEERFIELD,MA01342
    N/A PC GENERAL OPERATING SUPPORT 10,000
    DOCTORS WITHOUT BORDERS USA
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006
    N/A PC GENERAL OPERATING SUPPORT 15,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111
    N/A PC BANKRUPTCY INTERVENTION SUPPORT 108,857
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111
    N/A PC EARTHJUSTICE'S COAL AND CLEAN ENERGY PROGRAMS 1,250,000
    EAST LAKE FOUNDATION
    2606 ALSTON DRIVE SE
    ATLANTA,GA30317
    N/A PC SUPPORT FOR ANNUAL FUND 10,000
    EAST LAKE FOUNDATION
    2606 ALSTON DRIVE SE
    ATLANTA,GA30317
    N/A PC GENERAL OPERATING SUPPORT 10,000
    ENVIRONMENTAL DEFENSE FUND INC
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010
    N/A PC SUPPORT FOR OIL AND GAS, CHINA AND GENERAL OPERATING SUPPORT 6,000,000
    EPISCOPAL SCHOOL IN THE CITY OF NEW YORK
    DEPT 781637 PO BOX 78000
    DETROIT,MI48278
    N/A PC GENERAL OPERATING SUPPORT 5,000
    EVERGLADES FOUNDATION
    18001 OLD CUTLER ROAD SUITE 625
    PALMETTO BAY,FL33157
    N/A PC GENERAL OPERATING SUPPORT 37,000
    EVERYTOWN FOR GUN SAFETY SUPPORT FUND
    PO BOX 3886
    NEW YORK,NY10163
    N/A PC GENERAL OPERATING SUPPORT 20,000
    FLORIDA KEYS HEALTHY START COALITION
    PO BOX 6166
    KEY WEST,FL33041
    N/A PC GENERAL OPERATING SUPPORT 50,000
    FLORIDA KEYS HEALTHY START COALITION
    PO BOX 6166
    KEY WEST,FL33041
    N/A PC SUPPORT FOR UPPER KEYS TODDLER AND NEW MOTHER PROGRAMS 30,000
    FLORIDA KEYS HISTORY & DISCOVERY FDN
    PO BOX 1124 82100 OVERSEAS HIGHWAY
    ISLAMORADA,FL33036
    N/A PC GENERAL OPERATING SUPPORT 10,000
    FOCUSED ULTRASOUND SURGERY FOUNDATION
    1230 CEDARS COURT SUITE 206
    CHARLOTTESVILLE,VA22903
    N/A PC GENERAL OPERATING SUPPORT 20,000
    FOUNDATION FOR THE CAROLINAS
    220 NORTH TRYON STREET
    CHARLOTTE,NC28202
    N/A PC SUPPORT FOR BELL TOWER GREEN FUND #2979 25,000
    FRIENDS OF THE EVERGLADES
    11767 SOUTH DIXIE HIGHWAY 232
    MIAMI,FL33156
    N/A PC GENERAL OPERATING SUPPORT 40,000
    FUND FOR JOHNS HOPKINS MEDICINE
    750 EAST PRATT STREET 17TH FLOOR
    BALTIMORE,MD21202
    N/A PC SCHOLARSHIP FUNDING 5,000
    FUND FOR THE CITY OF NEW YORK
    121 AVENUE OF THE AMERICAS 6TH
    FLOOR
    NEW YORK,NY10013
    N/A PC SUPPORT FOR SERVICE LEARNING PROJECT 1,000
    FUND FOR THE CITY OF NEW YORK
    121 AVENUE OF THE AMERICAS 6TH
    FLOOR
    NEW YORK,NY10013
    N/A PC SUPPORT FOR POWER OF TWO 1,000
    GILDER LEHRMAN INSTITUTION OF AMERICAN HISTORY
    49 WEST 45TH STREET 2ND FLOOR
    NEW YORK,NY10036
    N/A PC GENERAL OPERATING SUPPORT 100,000
    GILDER LEHRMAN INSTITUTION OF AMERICAN HISTORY
    49 WEST 45TH STREET 2ND FLOOR
    NEW YORK,NY10036
    N/A PC ONE-TIME ENDOWMENT GRANT IN HONOR OF LEWIS E. LEHRMAN 500,000
    GOOD SHEPHERD SERVICES
    305 SEVENTH AVENUE 9TH FLOOR
    NEW YORK,NY10001
    N/A PC GENERAL OPERATING SUPPORT 52,750
    GRACE SCIENCE FOUNDATION
    PO BOX 114
    MENLO PARK,CA94026
    N/A PC GENERAL OPERATING SUPPORT 5,000
    GUIDES TRUST FOUNDATION
    PO BOX 88
    ISLAMORADA,FL33036
    N/A PC GENERAL OPERATING SUPPORT 1,500
    GUILFORD CENTER FOR CHILDREN
    47 STONE HOUSE LANE
    GUILFORD,CT06437
    N/A PC GENERAL OPERATING SUPPORT 5,000
    HAITIAN GLOBAL HEALTH ALLIANCE
    68 JAY STREET SUITE 201
    BROOKLYN,NY11201
    N/A PC SUPPORT FOR GHESKIO 800
    HARLEM CHILDREN'S ZONE
    35 EAST 125TH STREET
    NEW YORK,NY10035
    N/A PC SUPPORT FOR FRIEND OF THE CHILDREN EVENT 50,000
    HARLEM CHILDREN'S ZONE
    35 EAST 125TH STREET
    NEW YORK,NY10035
    N/A PC SUPPORT FOR SCHOOL IMPROVEMENT AT PROMISE ACADEMY I AND PROMISE ACADEMY II 2,500,000
    HEARTS AROUND THE WORLD
    PO BOX 5336
    BROOKFIELD,CT06804
    N/A PC GENERAL OPERATING SUPPORT 5,000
    HISTORIC SALISBURY FOUNDATION
    PO BOX 4221
    SALISBURY,NC28145
    N/A PC GENERAL OPERATING SUPPORT 10,000
    HOLLINS UNIVERSITY
    PO BOX 9629
    ROANOKE,VA24020
    N/A PC SUPPORT FOR 2018-19 ANNUAL FUND 50,000
    HOLLINS UNIVERSITY
    PO BOX 9629
    ROANOKE,VA24020
    N/A PC SUPPORT FOR APARTMENT PROJECT 103,500
    HOSPITAL FOR SPECIAL SURGERY
    DEVELOPMENT DEPARTMENT 535 EAST
    70TH STREET
    NEW YORK,NY10021
    N/A PC GENERAL OPERATING SUPPORT 15,000
    ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
    ONE GUSTAVE L LEVY PLACE BOX 1049
    NEW YORK,NY10029
    N/A PC SUPPORT FOR EXPOSOMICS INSTITUTE LUNCHEON 500
    ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
    ONE GUSTAVE L LEVY PLACE BOX 1049
    NEW YORK,NY10029
    N/A PC SUPPORT FOR ALIZA PRESSMAN'S WORK AT MOUNT SINAI PARENTING CENTER 3,000
    IMENTOR
    199 WATER STREET 8TH FLOOR NEW YORK
    NY 10038
    NEW YORK,NY10038
    N/A PC GENERAL OPERATING SUPPORT 1,640,000
    IMENTOR
    199 WATER STREET 8TH FLOOR
    NEW YORK,NY10038
    N/A PC SUPPORT FOR PROGRESS TOWARDS 2018-2019 STRATEGIC PLAN 750,000
    IMENTOR
    199 WATER STREET 8TH FLOOR
    NEW YORK,NY10038
    N/A PC SUPPORT FOR PROGRESS TOWARDS 2018-2023 STRATEGIC PLAN 750,000
    INDIAN MOUNTAIN SCHOOL
    DEVELOPMENT OFFICE 211 INDIAN
    MOUNTAIN ROAD
    LAKEVILLE,CT06039
    N/A PC GENERAL OPERATING SUPPORT 7,500
    INDIAN RIVER CNTY VOLUNTEER AMBULANCE SQD
    PO BOX 2240
    VERO BEACH,FL32961
    N/A PC GENERAL OPERATING SUPPORT 2,000
    INTERNATIONAL GAME FISH ASSOCIATION
    300 GULF STREAM WAY 3RD FLOOR
    DANIA BEACH,FL33004
    N/A PC GENERAL OPERATING SUPPORT 7,500
    IRA SOHN CONFERENCE FOUNDATION
    C/O GARWOOD EVENTS 225 WEST 106TH
    STREET SUITE 15M
    NEW YORK,NY10025
    N/A PC GENERAL OPERATING SUPPORT 5,000
    ISLAMORADA FIREFIGHTERS' BENEVOLENT ASSOC
    86800 OVERSEAS HIGHWAY 1ST FLOOR
    ISLAMORADA,FL33036
    N/A PC GENERAL OPERATING SUPPORT 2,500
    JOHNS HOPKINS UNIVERSITY
    OFFICE OF EXTERNAL AFFAIRS -
    DEVELOPMENT 615 N WOLFE STREET E213
    BALTIMORE,MD21205
    N/A PC SCHOLARSHIP FUNDING 5,000
    LET'S GET READY INC
    50 BROADWAY 25TH FLOOR
    NEW YORK,NY10004
    N/A PC GENERAL OPERATING SUPPORT 1,000
    LINCOLN CENTER FOR THE PERFORMING ARTS
    DEVELOPMENT DEPARTMENT 70 LINCOLN
    CENTER PLAZA 9TH FLOOR
    NEW YORK,NY10023
    N/A PC GENERAL OPERATING SUPPORT 40,000
    LINCOLN CENTER FOR THE PERFORMING ARTS
    DEVELOPMENT DEPARTMENT 70 LINCOLN
    CENTER PLAZA 9TH FLOOR
    NEW YORK,NY10023
    N/A PC SUPPORT FOR THE NUTCRACKER EVENT 15,000
    LINCOLN CENTER FOR THE PERFORMING ARTS
    DEVELOPMENT DEPARTMENT 70 LINCOLN
    CENTER PLAZA 9TH FLOOR
    NEW YORK,NY10023
    N/A PC 2019 ANNUAL GIFT FOR GENERAL SUPPORT 50,000
    LONDON ACADEMY OF EXCELLENCE
    322 HIGH STREET
    LONDON   E15 1AJ
    UK
    N/A PC SUPPORT FOR ACADEMICS IN RESIDENCE 126,354
    LYFORD CAY CLUB CHARITABLE TRUST INC
    C/O DAVID PRICE ESQUIRE 6401 LYONS
    ROAD
    COCONUT CREEK,FL33073
    N/A PC HURRICANE DORIAN RELIEF FUND 4,000
    LYNN UNIVERSITY
    3601 NORTH MILITARY TRAIL
    BOCA RATON,FL33431
    N/A PC GENERAL OPERATING SUPPORT 7,500
    MARY'S MEALS USA
    75 ORCHARD STREET
    BLOOMFIELD,NJ07003
    N/A PC SUPPORT TO STRENGTHEN PROGAMMING AND FUNDRAISING CAPACITY 660,000
    MCKEE BOTANICAL GARDENS
    350 US HIGHWAY 1
    VERO BEACH,FL32962
    N/A PC GENERAL OPERATING SUPPORT 2,500
    MCKEE BOTANICAL GARDENS
    350 US HIGHWAY 1
    VERO BEACH,FL32962
    N/A PC SUPPORT FOR CONSTRUCTION OF NEW CHILDREN'S GARDEN 10,000
    MD ANDERSON CANCER CENTER
    PO BOX 4486
    HOUSTON,TX77210
    N/A PC SUPPORT FOR DR. CHRISTOPHER J. LOGOTHETIS' RESEARCH 15,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    PO BOX 27432
    NEW YORK,NY10087
    N/A PC ANNUAL TRUSTEE FUND 30,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    PO BOX 27432
    NEW YORK,NY10087
    N/A PC SUPPORT FOR TEAM JRSC 40,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    PO BOX 27432
    NEW YORK,NY10087
    N/A PC SUPPORT FOR SPECIAL PROJECTS FUND 2,500
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    PO BOX 27432
    NEW YORK,NY10087
    N/A PC GENERAL OPERATING SUPPORT 25,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    CYCLE FOR SURVIVAL PO BOX 27432
    NEW YORK,NY10087
    N/A PC JOSIE ROBERTSON INVESTIGATOR PROGRAM 1,200,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    CYCLE FOR SURVIVAL PO BOX 27432
    NEW YORK,NY10087
    N/A PC RENEWED SUPPORT FOR THE JOSIE ROBERTSON INVESTIGATORS PROGRAM 1,800,000
    METHANESAT LLC-930 USD
    C/O ENVIRONMENTAL DEFENSE FUND INC
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010
    N/A PC SUPPORT TO BUILD AND LAUNCH METHANESAT 2,000,000
    MUSICARES FOUNDATION
    ATTN ANNUAL GIVING 3030 OLYMPIC
    BOULEVARD
    SANTA MONICA,CA90404
    N/A PC GENERAL OPERATING SUPPORT 1,000
    MYFACE
    333 EAST 30TH STREET LOBBY OFFICE
    NEW YORK,NY10016
    N/A PC GENERAL OPERATING SUPPORT 20,000
    NATIONAL CATHEDRAL SCHOOL
    DEVELOPMENT OFFICE 3612 WOODLEY
    ROAD NW
    WASHINGTON,DC20016
    N/A PC GENERAL OPERATING SUPPORT 10,000
    NATIONAL OUTDOOR LEADERSHIP SCHOOL
    284 LINCOLN STREET
    LANDER,WY82520
    N/A PC GENERAL OPERATING SUPPORT 35,000
    NATIONAL OUTDOOR LEADERSHIP SCHOOL
    284 LINCOLN STREET
    LANDER,WY82520
    N/A PC ENDOWED CHAIR 100,000
    NEW HEIGHTS YOUTH INC
    2472 BROADWAY PMB 112
    NEW YORK,NY10025
    N/A PC GENERAL OPERATING SUPPORT 2,500
    NEW LIFE OF NEW YORK CITY INC
    PO BOX 316
    NEW YORK,NY10465
    N/A PC GENERAL OPERATING SUPPORT 100,000
    NEW YORK CITY CENTER
    130 WEST 56TH STREET
    NEW YORK,NY10019
    N/A PC SUPPORT WORK OF THE PRESIDENT'S COUNCIL 20,000
    NEW YORK PUBLIC LIBRARY
    OFFICE OF DEVELOPMENT 445 FIFTH
    AVENUE 4TH FLOOR
    NEW YORK,NY10016
    N/A PC SUPPORT FOR NYPL'S LIBRARY LUNCH 3,000
    NEW YORK-PRESBYTERIAN HOSPITAL
    525 EAST 68TH STREET BOX 123
    NEW YORK,NY10065
    N/A PC SUPPORT FOR CHILDREN'S HOSPITAL 5,000
    NEW YORK-PRESBYTERIAN HOSPITAL
    525 EAST 68TH STREET BOX 123
    NEW YORK,NY10065
    N/A PC SUPPORT FOR PEDIATRICS DEPARTMENT 25,000
    NEW YORK-PRESBYTERIAN HOSPITAL
    525 EAST 68TH STREET BOX 123
    NEW YORK,NY10065
    N/A PC SUPPORT FOR DR. DAVID BLUMENTHAL'S CARDIOLOGY RESEARCH 25,000
    NUCLEAR THREAT INITIATIVE
    1776 EYE STREET NW SUITE 600
    WASHINGTON,DC20006
    N/A PC GENERAL OPERATING SUPPORT FOR EFFORTS TO REDUCE RISKS TO GLOBAL SECURITY 500,000
    NUSEA INTERNATIONAL
    555 EIGHTH AVENUE SUITE 1102
    NEW YORK,NY10018
    N/A PC SUPPORT FOR SQUASH URBANO COLOMBIA 5,000
    NYU LANGONE MEDICAL CENTER
    OFFICE OF DEVELOPMENT ONE PARK
    AVENUE 5TH FLOOR
    NEW YORK,NY10016
    N/A PC GENERAL OPERATING SUPPORT 25,000
    OCEANA INC
    1025 CONNECTICUT AVENUE NW
    WASHINGTON,DC20006
    N/A PC SUPPORT FOR US FISHERIES MANAGEMENT EFFORTS AND GRASSROOTS DEFENSE CAMPAIGN 1,000,000
    OLD WESTBURY GARDENS
    PO BOX 430
    OLD WESTBURY,NY11568
    N/A PC GENERAL OPERATING SUPPORT 20,000
    ONE LOVE FOUNDATION
    PO BOX 368
    BRONXVILLE,NY10708
    N/A PC GENERAL OPERATING SUPPORT 50,000
    PAVE SCHOOLS
    238 CONOVER STREET
    BROOKLYN,NY11231
    N/A PC GENERAL OPERATING SUPPORT 340,000
    PAVE SCHOOLS
    238 CONOVER STREET
    BROOKLYN,NY11231
    N/A PC SUPPORT PAVE SE RALEIGH CHARTER SCHOOL 25,000
    PAVE SCHOOLS
    238 CONOVER STREET
    BROOKLYN,NY11231
    N/A PC SUPPORT LAUNCH AND INITIAL EXECUTION OF CHANGE IN MANAGEMENT PLAN 250,000
    PAVE SCHOOLS
    238 CONOVER STREET
    BROOKLYN,NY11231
    N/A PC GENERAL OPERATING SUPPORT FOR SECOND PHASE OF IMPROVEMENT PLAN 1,000,000
    PLANNED PARENTHOOD FED OF AMERICA INC
    ATTN ONLINE SERVICES PROGRAM PO BOX
    97166
    WASHINGTON,DC20090
    N/A PC GENERAL OPERATING SUPPORT 20,000
    PLAYMAKERS REPERTORY COMPANY
    DEVELOPMENT DEPARTMENT CENTER FOR
    DRAMATIC ART CB 3235
    CHAPEL HILL,NC27599
    N/A PC GENERAL OPERATING SUPPORT 20,000
    POPULATION COUNCIL
    OFFICE OF DEVELOPMENT ONE DAG
    HAMMARSKJOLD PLAZA
    NEW YORK,NY10017
    N/A PC GENERAL OPERATING SUPPORT 20,000
    REDEEMER CITY TO CITY
    1166 AVENUE OF THE AMERICAS SUITE
    1620
    NEW YORK,NY10036
    N/A PC SUPPORT FOR THE EXPANSION OF THE NEW YORK PROJECT 266,921
    REGULATORY ASSISTANCE PROJECT
    50 STATE STREET SUITE 3
    MONTPELIER,VT05602
    N/A PC REGULATORY WORK TO ENABLE A CLEANER, FAIRER, AND MORE EFFICIENT US ELECTRICITY SYSTEM 750,000
    RENEWING HOPE INC
    PO BOX 386
    VALLET FORGE,PA19481
    N/A PC GENERAL OPERATING SUPPORT 25,000
    ROBERTSON SCHOLARS LEADERSHIP PROGRAM
    C/O ROBERTSON FOUNDATION 101 PARK
    AVENUE
    NEW YORK,NY10178
    N/A PC GENERAL OPERATING SUPPORT AND SCHOLARSHIPS 8,510,392
    ROCKY MOUNTAIN INSTITUTE
    2490 JUNCTION PLACE SUITE 200
    BOULDER,CO80301
    N/A PC SUPPORT FOR ELECTICITY PLATFORM 750,000
    ROCKY MOUNTAIN INSTITUTE
    2490 JUNCTION PLACE SUITE 200
    BOULDER,CO80301
    N/A PC SUPPORT FOR ELECTRICITY PROGRAM WORK WITH HAWAII'S PUBLIC UTILITY COMMISSION 250,000
    RONALD MCDONALD HOUSE OF NY
    405 EAST 73RD STREET
    NEW YORK,NY10021
    N/A PC GENERAL OPERATING SUPPORT 1,000
    SAINT ANN'S SCHOOL
    129 PIERREPONT STREET
    BROOKLYN,NY11201
    N/A PC GENERAL OPERATING SUPPORT 125,000
    SAINT BARTHOLOMEW'S CHURCH
    325 PARK AVENUE
    NEW YORK,NY10022
    N/A PC GENERAL OPERATING SUPPORT 935,000
    SAINT DAVID'S SCHOOL
    12 EAST 89TH STREET
    NEW YORK,NY10128
    N/A PC SUPPORT FOR ANNUAL FUND 15,000
    SAINT EDWARD'S SCHOOL
    1895 SAINT EDWARDS DRIVE
    VERO BEACH,FL32963
    N/A PC SUPPORT FOR GENERAL FUND 10,000
    SAINT EDWARD'S SCHOOL
    1895 SAINT EDWARDS DRIVE
    VERO BEACH,FL32963
    N/A PC SUPPORT FOR LOWER SCHOOL 20,000
    SIERRA CLUB FOUNDATION
    2101 WEBSTER STREET SUITE 1250
    OAKLAND,CA94612
    N/A PC GENERAL OPERATING SUPPORT 20,000
    SOUTHAMPTON FRESH AIR HOME
    PO BOX 244 36 BARKERS ISLAND ROAD
    SOUTHAMPTON,NY11968
    N/A PC GENERAL OPERATING SUPPORT 15,000
    SOUTHAMPTON HOSPITAL FOUNDATION
    57 HAMPTON ROAD
    SOUTHAMPTON,NY11968
    N/A PC GENERAL OPERATING SUPPORT 15,000
    SOUTHERN ENVIRONMENTAL LAW CENTER
    201 WEST MAIN STREET SUITE 14
    CHARLOTTESVILLE,VA22902
    N/A PC SUPPORT FOR ENERGY AND TRANSPORTATION PROGRAMS 750,000
    SQUASH AND EDUCATION ALLIANCE
    55 BROAD STREET 14TH FLOOR
    NEW YORK,NY10004
    N/A PC SUPPORT HONORING 25TH ANNIVERSARY EVENT 250,000
    ST ANDREW'S DUNE CHURCH
    PO BOX 1245
    SOUTHAMPTON,NY11968
    N/A PC GENERAL OPERATING SUPPORT 10,000
    ST ANTHONY FOUNDATION
    150 GOLDEN GATE AVENUE
    SAN FRANCISCO,CA94102
    N/A PC GENERAL OPERATING SUPPORT 10,000
    ST JAMES' CHURCH
    865 MADISON AVENUE
    NEW YORK,NY10021
    N/A PC GENERAL OPERATING SUPPORT 2,500
    ST JOHN'S EPISCOPAL CHURCH
    PO BOX 5068
    SOUTHAMPTON,NY11968
    N/A PC GENERAL OPERATING SUPPORT 50,000
    ST JOHN'S LATTINGTOWN EPISCOPAL CHURCH
    325 LATTINGTOWN ROAD
    LOCUST VALLEY,NY11560
    N/A PC GENERAL OPERATING SUPPORT 40,000
    ST THOMAS EPISCOPAL CHURCH
    PO BOX 1070 201 SUN VALLEY ROAD
    SUN VALLEY,ID83353
    N/A PC GENERAL OPERATING SUPPORT 40,000
    STANFORD UNIVERSITY
    GRADUATE SCHOOL OF BUSINESS 655
    KNIGHT WAY
    STANFORD,CA94305
    N/A PC SUPPORT FOR THE DEAN'S FUND 30,000
    STANFORD UNIVERSITY
    GRADUATE SCHOOL OF BUSINESS 655
    KNIGHT WAY
    STANFORD,CA94305
    N/A PC SCHOLARSHIP FUNDING 10,000
    STANFORD UNIVERSITY
    GRADUATE SCHOOL OF BUSINESS 655
    KNIGHT WAY
    STANFORD,CA94305
    N/A PC SUPPORT FOR THE SIF PROGRAM 265,000
    STEEL CITY SQUASH
    140 TREES HALL
    PITTSBURGH,PA15261
    N/A PC GENERAL OPERATING SUPPORT 1,000
    STREETSQUASH
    40 WEST 116TH STREET
    NEW YORK,NY10026
    N/A PC $500 SUPPORT FOR TEAM BHAVASAR AND $500 SUPPORT FOR SMART SQUASH TEAM 1,000
    SUCCESS ACADEMY CHARTER SCHOOLS
    95 PINE STREET 6TH FLOOR
    NEW YORK,NY10005
    N/A PC GENERAL OPERATING SUPPORT 4,250,000
    SUCCESS ACADEMY CHARTER SCHOOLS
    95 PINE STREET 6TH FLOOR
    NEW YORK,NY10005
    N/A PC SUPPORT FOR PHASE II OF SUCCESS ACADEMY'S EDUCATION INSTITUTE 4,000,000
    SUSTAINABILITY ACCOUNTING STANDARDS BOARD
    1045 SANSOME STREET SUITE 450
    SAN FRANCISCO,CA94111
    N/A PC GENERAL OPERATING SUPPORT 333,333
    SUTTON TRUST
    MILLBANK TOWER 2124 MILLBANK
    LONDON   SW1P 4QP
    UK
    N/A PC SUPPORT FOR U.S. PROGRAMME 250,000
    SWEDISH SEAMEN'S CHURCH
    5 EAST 48TH STREET
    NEW YORK,NY10017
    N/A PC GENERAL OPERATING SUPPORT 5,000
    TEACH FOR ALL
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004
    N/A PC WIND-DOWN GENERAL OPERATING SUPPORT 2,000,000
    TEACH FOR AMERICA INC
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004
    N/A PC SUPPORT FOR 2019 ANNUAL BENEFIT 5,000
    TEACH FOR AMERICA INC
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004
    N/A PC SUPPORT FOR TFA'S ANNUAL BENEFIT IN HONOR OF THE LAFFONTS 5,000
    TEACH FOR AMERICA INC
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004
    N/A PC IMPROVEMENT GRANT FOR ENHANCING COST EFFICENCY AND LEADERSHIP DEVELOPMENT 1,000,000
    THE BOYS' CLUB OF NEW YORK
    287 EAST 10TH STREET
    NEW YORK,NY10009
    N/A PC GENERAL OPERATING SUPPORT 88,000
    THE BOYS' CLUB OF NEW YORK
    287 EAST 10TH STREET
    NEW YORK,NY10009
    N/A PC SUPPORT FOR AWARDS DINNER 2,500
    THE BRADY CENTER TO PREVENT GUN VIOLENCE
    840 FIRST STREET NE SUITE 400
    WASHINGTON,DC20002
    N/A PC GENERAL OPERATING SUPPORT 10,000
    THE BRIDGESPAN GROUP INC
    2 COPLEY PLACE 7TH FLOOR SUITE
    3700B
    BOSTON,MA02116
    N/A PC SUPPORT PLAN TO GENERATE IMPACT ON NONPROFIT AND PHILANTHROPIC SECTORS 4,359,000
    THE CATHEDRAL CHURCH OF SAINT JOHN THE DIVINE
    1047 AMSTERDAM AVENUE AT 112TH
    STREET
    NEW YORK,NY10025
    N/A PC GENERAL OPERATING SUPPORT 5,000
    THE CHAPEL OF THE CROSS
    304 EAST FRANKLIN STREET
    CHAPEL HILL,NC27514
    N/A PC SUPPORT FOR 2019 ANNUAL FUND 31,500
    THE CHAPIN SCHOOL
    100 EAST END AVENUE
    NEW YORK,NY10028
    N/A PC GENERAL OPERATING SUPPORT 20,000
    THE CONSERVATION FUND
    1655 NORTH FORT MYER DRIVE SUITE
    1300
    ARLINGTON,VA22209
    N/A PC GENERAL OPERATING SUPPORT 20,000
    THE COUNTRY SCHOOL
    ADVANCEMENT OFFICE 341 OPENING HILL
    ROAD
    MADISON,CT06443
    N/A PC GENERAL OPERATING SUPPORT 5,000
    THE DEERWOOD FOUNDATION
    PO BOX 78
    HOLDERNESS,NC03245
    N/A PC SCHOLARSHIP FUNDING 5,000
    THE ENERGY FOUNDATION
    301 BATTERY STREET 5TH FLOOR
    SAN FRANCISCO,CA94111
    N/A PC SUPPORT TO ADVANCE CLIMATE AND CLEAN ENERGY PROGRESS IN THE SOUTHEAST 3,000,000
    THE GREEN VALE SCHOOL
    250 VALENTINES LANE
    OLD BROOKVILLE,NY11545
    N/A PC SUPPORT FOR ANNUAL FUND 3,000
    THE ISLAMORADA FOUNDATION
    PO BOX 1315
    ISLAMORADA,FL33036
    N/A PC GENERAL OPERATING SUPPORT 30,000
    THE MUSEUM OF MODERN ART
    DEPARTMENT OF DEVELOPMENT 11 WEST
    53RD STREET
    NEW YORK,NY10019
    N/A PC SUPPORT THE WORK OF THE DIRECTOR'S COUNCIL 25,000
    THE NATURE CONSERVANCY
    WORLDWIDE OFFICE 4245 NORTH FAIRFAX
    DRIVE SUITE 100
    ARLINGTON,VA22203
    N/A PC GENERAL OPERATING SUPPORT 20,000
    THE NATURE CONSERVANCY
    WORLDWIDE OFFICE 4245 NORTH FAIRFAX
    DRIVE SUITE 100
    ARLINGTON,VA22203
    N/A PC SUPPORT FOR NATURE VEST, WITH FOCUS ON COAL RETIREMENT 1,000,000
    THE NATURE CONSERVANCY OF IDAHO
    IDAHO STATE OFFICE 116 FIRST AVENUE
    NORTH HAILEY,ID83333
    N/A PC GENERAL OPERATING SUPPORT 20,000
    THE NEW YORK BOTANICAL GARDEN
    2900 SOUTHERN BOULEVARD
    BRONX,NY10458
    N/A PC SUPPORT FOR THE HOLIDAY TRAIN SHOW 3,000
    THE NEW YORK STEM CELL FOUNDATION INC
    619 WEST 54TH STREET 3RD FLOOR
    NEW YORK,NY10019
    N/A PC SUPPORT EARLY CAREER INVESTIGATION AND STEM CELL PRIZE 4,738,899
    THE NEW YORK STEM CELL FOUNDATION INC
    619 WEST 54TH STREET 3RD FLOOR
    NEW YORK,NY10019
    N/A PC SUPPORT FOR NYSCF-ROBERTSON NEUROSCIENCE INVESTIGATOR AWARD 4,543,548
    THE ROCKEFELLER UNIVERSITY
    1230 YORK AVENUE
    NEW YORK,NY10065
    N/A PC SUPPORT RECRUITMENT FUND FOR YOUNG INVESTIGATORS 700,000
    THE ROCKEFELLER UNIVERSITY
    1230 YORK AVENUE
    NEW YORK,NY10065
    N/A PC SUPPORT FOR THERAPEUTIC DEVELOPMENT FUND 4,200,000
    THE ROGOSIN INSTITUTE
    505 EAST 70TH STREET
    NEW YORK,NY10021
    N/A PC GENERAL OPERATING SUPPORT 10,000
    THE SOCIETY OF MSK
    1233 YORK AVENUE STE B-101
    NEW YORK,NY10065
    N/A PC SUPPORT FOR WINTER FUNDRAISER 5,000
    THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    CAROLINA PERFORMING ARTS 3RD FLOOR
    CARR BUILDING CAMPUS BOX 3233
    CHAPEL HILL,NC27599
    N/A PC SUPPORT FOR CAROLINA PERFORMING ARTS AND PERFORMANCE BY DORRANCE DANCE 20,000
    THE WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036
    N/A PC SUPPORT FOR CLIMATE AND ENERGY PROGRAM 1,500,000
    THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
    529 14TH STREET NW SUITE 500
    WASHINGTON,DC20045
    N/A PC SUPPORT FOR MENHADEN CONSERVATION PROJECT 10,000
    THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
    529 14TH STREET NW SUITE 500
    WASHINGTON,DC20045
    N/A PC SUPPORT FOR ATLANTIC MENHADEN MANAGEMENT PROJECT 100,000
    UNC-CHAPEL HILL ARTS AND SCIENCES FOUNDATION
    523 EAST FRANKLIN STREET
    CHAPEL HILL,NC27599
    N/A PC SUPPORT FOR GEOGRAPHY AND HISTORY DEPARTMENTS 10,000
    UNIVERSITY OF NORTH CAROLINA PRESS
    116 SOUTH BOUNDARY STREET
    CHAPEL HILL,NC27514
    N/A PC SUPPORT FOR THE WYNDHAM ROBERTSON EDITORIAL DIRECTOR ENDOWMENT 20,000
    UNIVERSITY OF NORTH CAROLINA PRESS
    116 SOUTH BOUNDARY STREET
    CHAPEL HILL,NC27514
    N/A PC GENERAL OPERATING SUPPORT 25,000
    US SQUASH
    555 EIGHTH AVENUE SUITE 1102
    NEW YORK,NY10018
    N/A PC GENERAL OPERATING SUPPORT 10,000
    VERO BEACH MUSEUM OF ART
    3001 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32963
    N/A PC SUPPORT FOR CHILDREN'S SUMMER ART CAMP PROGRAMS 10,000
    VERO BEACH POLICE BENEVOLENT ASSOCIATION
    PO BOX 6151
    VERO BEACH,FL32961
    N/A PC GENERAL OPERATING SUPPORT 5,000
    WEILL CORNELL MEDICINE
    OFFICE OF EXTERNAL AFFAIRS 1300
    YORK AVENUE
    NEW YORK,NY10065
    N/A PC SUPPORT FOR DR. FRANK PETITO'S RESEARCH AND TRAINING OF RESIDENTS 25,000
    WHITNEY MUSEUM OF AMERICAN ART
    DEVELOPMENT OFFICE 99 GANSEVOORT
    STREET
    NEW YORK,NY10014
    N/A PC GENERAL OPERATING SUPPORT 25,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BOULEVARD
    BRONX,NY10460
    N/A PC GENERAL OPERATING SUPPORT 210,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BOULEVARD
    BRONX,NY10460
    N/A PC EXPLORERS COMMITTEE 10,000
    WILLETT FREE LIBRARY
    PO BOX 178
    SAUNDERSTOWN,RI02874
    N/A PC GENERAL OPERATING SUPPORT 1,000
    WOODS HOLE OCEANOGRAPHIC INSTITUTION
    MAIL STOP 40 266 WOODS HOLE ROAD
    WOODS HOLE,MA02543
    N/A PC SUPPORT FOR EXPLORATION OF THE TWILIGHT ZONE OF THE NW ATLANTIC OCEAN 500,000
    YOUNG LIFE
    120 WEST 14TH STREET 5TH FLOOR
    NEW YORK,NY10011
    N/A PC GENERAL OPERATING SUPPORT 25,000
    Total .................................bullet 3a 81,713,788
    bApproved for future payment
    AFRICAN LEADERSHIP FOUNDATION
    PO BOX 7408
    NEW YORK,NY10150
    N/A PC GENERAL OPERATING SUPPORT 1,000,000
    AMERICANS FOR OXFORD INC
    500 FIFTH AVENUE 32ND FLOOR
    NEW YORK,NY10110
    N/A PC GENERAL OPERATING SUPPORT 6,516,574
    CANCER RESEARCH INSTITUTE
    29 BROADWAY 4TH FLOOR
    NEW YORK,NY10006
    N/A PC GENERAL OPERATING SUPPORT 11,048,000
    CLASSICAL CHARTER SCHOOLS
    977 FOX STREET
    BRONX,NY10459
    N/A PC GENERAL OPERATING SUPPORT 750,000
    COMMUNITIES IN SCHOOLS INC
    2345 CRYSTAL DRIVE SUITE 700
    ARLINGTON,VA22202
    N/A PC GENERAL OPERATING SUPPORT 660,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111
    N/A PC GENERAL OPERATING SUPPORT 9,128,276
    ENVIRONMENTAL DEFENSE FUND INC
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010
    N/A PC GENERAL OPERATING SUPPORT 24,000,000
    GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
    80 PINE STREET 32ND FLOOR
    NEW YORK,NY10005
    N/A PC GENERAL OPERATING SUPPORT 500,000
    HARLEM CHILDREN'S ZONE
    35 EAST 125TH STREET
    NEW YORK,NY10035
    N/A PC GENERAL OPERATING SUPPORT 2,500,000
    IMENTOR
    30 BROAD STREET 9TH FLOOR
    NEW YORK,NY10004
    N/A PC GENERAL OPERATING SUPPORT 2,250,000
    MARY'S MEALS USA
    75 ORCHARD STREET
    BLOOMFIELD,NJ07003
    N/A PC GENERAL OPERATING SUPPORT 1,340,000
    MAYO CLINIC ROCHESTER
    DEPARTMENT OF DEVELOPMENT 200 FIRST
    SW
    ROCHESTER,MN55905
    N/A PC GENERAL OPERATING SUPPORT 588,974
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    885 SECOND AVENUE 7TH FLOOR
    NEW YORK,NY10017
    N/A PC GENERAL OPERATING SUPPORT 18,000,000
    METHANESAT LLC
    C/O EDF 257 PARK AVENUE SOUTH
    NEW YORK,NY10010
    N/A PC GENERAL OPERATING SUPPORT 4,000,000
    OCEANA INC
    1350 CONNECTICUT AVENUE NW 5TH
    FLOOR
    WASHINGTON,DC20036
    N/A PC GENERAL OPERATING SUPPORT 500,000
    REGULATORY ASSISTANCE PROGRAM
    50 STATE STREET SUITE 3
    MONTPELIER,VT05602
    N/A PC GENERAL OPERATING SUPPORT 1,125,000
    ROBERTSON SCHOLARS LEADERSHIP PROGRAM
    C/O ROBERTSON FOUNDATION 101 PARK
    AVENUE
    NEW YORK,NY10178
    N/A PC GENERAL OPERATING SUPPORT 25,500,000
    SOUTHERN ENVIRONMENTAL LAW CENTER
    201 WEST MAIN STREET SUITE 14
    CHARLOTTESVILLE,VA22902
    N/A PC GENERAL OPERATING SUPPORT 3,750,000
    STANFORD UNIVERSITY
    GRADUATE SCHOOL OF BUSINESS 655
    KNIGHT WAY
    STANFORD,CA94305
    N/A PC GENERAL OPERATING SUPPORT 920,000
    SUCCESS ACADEMY CHARTER SCHOOLS
    95 PINE STREET 6TH FLOOR
    NEW YORK,NY10005
    N/A PC GENERAL OPERATING SUPPORT 21,250,000
    SUSTAINABILITY ACCOUNTING STANDARDS BOARD
    1045 SANSOME STREET SUITE 450
    SAN FRANCISCO,CA94111
    N/A PC GENERAL OPERATING SUPPORT 333,333
    TEACH FOR ALL
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004
    N/A PC GENERAL OPERATING SUPPORT 2,000,000
    THE BRIDGESPAN GROUP INC
    2 COPLEY PLACE 7TH FLOOR SUITE
    3700B
    BOSTON,MA02116
    N/A PC GENERAL OPERATING SUPPORT 3,000,000
    THE NEW YORK STEM CELL FOUNDATION INC
    619 WEST 54TH STREET 3RD FLOOR
    NEW YORK,NY10019
    N/A PC GENERAL OPERATING SUPPORT 43,366,101
    THE ROCKEFELLER UNIVERSITY
    1230 YORK AVENUE BOX 164
    NEW YORK,NY10065
    N/A PC GENERAL OPERATING SUPPORT 15,800,000
    THE WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036
    N/A PC GENERAL OPERATING SUPPORT 2,250,000
    WOODS HOLE INSTITUTE
    MAIL STOP 40 266 WOODS HOLE ROAD
    WOODS HOLE,MA02543
    N/A PC GENERAL OPERATING SUPPORT 2,000,000
    Total .................................bullet 3b 204,076,258
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 183,974  
    4 Dividends and interest from securities....     14 5,620,993  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -591,138  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRESCINDED GRANTS
        01 1,209,778  
    bADMINISTRATION INCOME         326,575
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 6,423,607 326,575
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,750,182
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11B 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) ORGANIZATIONS, BASED ON A SHARED SERVICES AGREEMENTS.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION 62,350 0   62,350
    GENERAL ACCOUNTING SERVICES 11,116 0   11,116

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 ExpenditureResponsibilityStmt
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    CLASSICAL AMERICAN HOMES PRESERVATION TRUST
     
    69 EAST 93RD STREET
    NEW YORK,NY10128
    2018-12-20 50,000 GENERAL OPERATING SUPPORT 0 TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
    THE ROBERTSON SCHOLARS LEADERSHIP PROGRAM
     
    C/O ROBERTSON FOUNDATION 101 PARK
    AVENUE
    NEW YORK,NY10178
    2018-07-01 7,264,129 GENERAL OPERATING SUPPORT AND SCHOLARSHIPS 7,264,129 TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. 12/10/19   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

    TY 2018 GeneralExplanationAttachment
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Identifier Return Reference Explanation
    SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PART VII-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 - NONEDESCRIPTION OF TRANSFER - N/ATRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - $48,267,832DESCRIPTION OF TRANSFER - CASH

    TY 2018 InvestmentsOtherSchedule2
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ROBERTSON FOUNDATION CORPORATION 3,563 SHARES AT COST 162,513,571 286,338,596
    VANGUARD SHORT-TERM TREASURY FUND ADMIRAL [VFIRX] 22,741,715.923 SHRS AT COST 215,576,424 215,182,732

    TY 2018 LandEtcSchedule2
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 131,650 72,335 59,315 59,315
    FURNITURE AND FIXTURES 339,885 299,499 40,386 40,386
    COMPUTERS AND OTHER EQUIPMENT 83,151 72,654 10,497 10,497


    TY 2018 LegalFeesSchedule
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 59,341 0   59,341


    TY 2018 OtherAssetsSchedule
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSITS 198,625 198,625 198,625
    LICENSE FEE RECEIVABLE 61,705 27,094 27,094


    TY 2018 OtherExpensesSchedule
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 608 0   608
    COMPUTER AND SOFTWARE EXPENSES 45,276 0   45,276
    DUES AND SUBSCRIPTIONS 60,957 0   60,957
    EMPLOYMENT EXPENSES 54,996 0   54,996
    FILING FEES 1,567 0   1,567
    INSURANCE 7,546 0   7,546
    OFFICE EXPENSES AND OTHER EXPENSES 84,166 0   40,916


    TY 2018 OtherIncomeSchedule2
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SUBPART F INCOME FROM ROBERTSON FOUNDATION CORPORATION   29,745,112  
    RESCINDED GRANTS 1,209,778   1,209,778
    ADMINISTRATION INCOME 326,575   326,575


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTANTS 145,151 0   145,151


    TY 2018 TaxesSchedule
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 100,000 0   0
    UNRELATED BUSINESS INCOME TAX 5,000 0   0