Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 12-01-2021 , and ending 11-30-2022
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$485,720,448
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) 100,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 225,593 225,593  
4 Dividends and interest from securities... 2,344,927 2,344,927  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -9,668,638
b Gross sales price for all assets on line 6a 143,345,874
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)....... 385,475 35,439,067 381,088
12 Total. Add lines 1 through 11........ 93,287,357 38,009,587 381,088
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 725,673 0 57,783 667,890
14 Other employee salaries and wages...... 2,190,051 0 265,734 1,924,317
15 Pension plans, employee benefits....... 739,748 0 57,571 682,177
16a Legal fees (attach schedule)......... 43,824 0 0 43,824
b Accounting fees (attach schedule)....... 76,448 0 0 76,448
c Other professional fees (attach schedule).... 128,702 0 0 128,702
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,500,000 0 0 0
19 Depreciation (attach schedule) and depletion... 33,789 0 0
20 Occupancy.............. 742,499 0 0 742,499
21 Travel, conferences, and meetings....... 145,231 0 0 145,231
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 299,655 0 0 299,655
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,625,620 0 381,088 4,710,743
25 Contributions, gifts, grants paid....... 78,678,269 78,678,269
26 Total expenses and disbursements. Add lines 24 and 25 85,303,889 0 381,088 83,389,012
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,983,468
b Net investment income (if negative, enter -0-) 38,009,587
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 247,123 271,056 271,056
2 Savings and temporary cash investments......... 105,232,228 129,923,203 129,923,203
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).......... 193,152,393 Click to see attachment185,560,611 355,168,544
14 Land, buildings, and equipment: basis bullet627,531
Less: accumulated depreciation (attach schedule) bullet553,077 39,450 Click to see attachment74,454 74,454
15 Other assets (describe bullet) Click to see attachment9,457,853 Click to see attachment283,191 Click to see attachment283,191
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 308,129,047 316,112,515 485,720,448
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 308,129,047 316,112,515
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 308,129,047 316,112,515
30 Total liabilities and net assets/fund balances (see instructions). 308,129,047 316,112,515
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
308,129,047
2
Enter amount from Part I, line 27a .....................
2
7,983,468
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
316,112,515
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 29 .
6
316,112,515
Form 990-PF (2021)
Form 990-PF (2021)
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 143,345,874   153,014,512 -9,668,638
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       -9,668,638
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 -9,668,638
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 528,333
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- ..... 5 528,333
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,193,802
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,193,802
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 10 665,469
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet350,000 RefundedBullet 11 315,469
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletDEBORAH A RUTIGLIANO CONTROLLER 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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    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
    CLAIRE 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
    JULIAN H ROBERTSON JR TRUSTEE (DECEASED 08/23/2022)
    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
    JULIAN SPENCER 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
    WYNDHAM ROBERTSON TRUSTEE
    1.00
    0 0 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    JOHN HOOD PRESIDENT (THRU 01/31/2021)
    25.00
    0 0 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    RICHARD BARTH PRESIDENT (BEGAN 07/12/2022)
    25.00
    295,673 347 0
    C/O ROBERTSON FOUNDATION 101 PARK
    AVE 48TH FL
    NEW YORK,NY101784799
    KELSEY FINKEL EXECUTIVE DIRECTOR
    40.00
    430,000 17,220 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
    CARMEN M ROGERS DIRECTOR OF ADMINIST
    40.00
    298,750 59,450 0
    101 PARK AVE 48TH FL
    NEW YORK,NY101784799
    LEIGHANNE M OLSEN PROGRAM DIRECTOR
    40.00
    271,646 56,163 0
    101 PARK AVE 48TH FL
    NEW YORK,NY101784799
    CHRISTEN LOPER PROGRAM DIRECTOR
    40.00
    249,988 68,246 0
    101 PARK AVE 48TH FL
    NEW YORK,NY101784799
    DEBORAH RUTIGLIANO CONTROLLER
    40.00
    261,500 55,250 0
    101 PARK AVE 48TH FL
    NEW YORK,NY101784799
    SARAH I GEATHERS PROGRAM OFFICER
    40.00
    207,313 34,776 0
    101 PARK AVE 48TH FL
    NEW YORK,NY101784799
    Total number of other employees paid over $50,000...................bullet 7
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION 76,448
    245 PARK AVENUE 12TH FLOOR
    NEW YORK,NY101670008
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    515,713,005
    b
    Average of monthly cash balances.......................
    1b
    41,096,919
    c
    Fair market value of all other assets (see instructions)................
    1c
    198,625
    d
    Total (add lines 1a, b, and c).........................
    1d
    557,008,549
    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
    557,008,549
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    8,355,128
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    548,653,421
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    27,432,671
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    27,432,671
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    528,333
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    528,333
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    26,904,338
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    26,904,338
    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 XII, line 1 ...
    7
    26,904,338
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 26,904,338
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 67,840,741
    b From 2017...... 80,617,735
    c From 2018...... 59,556,385
    d From 2019...... 66,568,651
    e From 2020...... 67,711,101
    f Total of lines 3a through e ........ 342,294,613
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 83,457,804
    a Applied to 2020, 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 2021 distributable amount..... 26,904,338
    e Remaining amount distributed out of corpus 56,553,466
    5 Excess distributions carryover applied to 2021. 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 5 398,848,079
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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) .......
    100,000,000
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    298,848,079
    10 Analysis of line 9:
    a Excess from 2017.... 48,458,476
    b Excess from 2018.... 59,556,385
    c Excess from 2019.... 66,568,651
    d Excess from 2020.... 67,711,101
    e Excess from 2021.... 56,553,466
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    A HOUSE IN AUSTIN NFP
    533 NORTH PINE AVENUE
    CHICAGO,IL60644
    N/A PC GENERAL OPERATING SUPPORT 5,000
    AMERICAN FOUNDATIONSUICIDE PREVENTION
    199 WATER STREET 11TH FLOOR
    NEW YORK,NY10038
    N/A PC GENERAL OPERATING SUPPORT 1,500
    AMERICAN MUSEUM OF NATURAL HISTORY
    OFFICE OF DEVELOPMENT 200 CENTRAL
    PARK WEST 6TH FLOOR
    NEW YORK,NY10024
    N/A PC GENERAL OPERATING SUPPORT 50,000
    AMERICANS FOR OXFORD INC
    500 FIFTH AVENUE 32ND FLOOR
    NEW YORK,NY10110
    N/A PC CLIMATE ECONOMETRICS POLICY-RELEVANT RESEARCH 398,372
    AMERICANS FOR OXFORD INC
    500 FIFTH AVENUE 32ND FLOOR
    NEW YORK,NY10110
    N/A PC OXFORD BIG DATA INSTITUTE 884,624
    AMERICANS FOR OXFORD INC
    500 FIFTH AVENUE 32ND FLOOR
    NEW YORK,NY10110
    N/A PC WILDCRU - CONSERVATION OF KEY WILDCAT SPECIES 680,000
    AUDUBON FLORIDA
    4500 BISCAYNE BOULEVARD SUITE 350
    MIAMI,FL33137
    N/A PC GENERAL OPERATING SUPPORT 10,000
    BAPTIST HEALTH FOUNDATION
    6855 RED ROAD SUITE 600
    CORAL GABLES,FL33143
    N/A PC MARINER'S HOSPITAL EMERGENCY ROOM 55,000
    BLOOMAGAINBKLYN
    495 HENRY STREET SUITE 255 BROOKLYN
    NY 11231
    BROOKLYN,NY11231
    N/A PC GENERAL OPERATING SUPPORT 2,500
    BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
    OFFICE OF THE BOARD OF REGENTS 1860
    VAN HISE HALL 1220 LINDEN DRIVE
    MADISON,WI53706
    N/A PC SCHOLARSHIPS 15,000
    BOBBY JONES CHIARI & SYRINGOMYELIA FOUNDATION
    29 CREST LOOP
    STATEN ISLAND,NY10312
    N/A PC EASTON GUETTLER FUNDRAISER 5,000
    BONE MARROW AND CANCER FOUNDATION
    515 MADISON AVENUE SUITE 1130
    NEW YORK,NY10022
    N/A PC HOLIDAY FUNDRAISER AND PATIENT PROGRAMS 5,000
    BONEFISH & TARPON TRUST
    2937 SW 27TH AVENUE SUITE 203
    MIAMI,FL33133
    N/A PC GENERAL OPERATING SUPPORT 65,000
    BOYS & GIRLS CLUB OF AMERICA
    1275 PEACHTREE STREET NE
    ATLANTA,GA30309
    N/A PC BUILDING RESEARCH AND EVALUATION CAPACITY TO ENHANCE ACADEMIC PROGRAMMING 663,333
    BROOKLYN BOOK BODEGA
    141 FLUSHING AVENUE SUITE 407
    BROOKLYN,NY11205
    N/A PC ONE VOLUNTEER 1,000
    CADMAN PARK CONSERVANCY
    101 CLARK STREET 7D
    BROOKLYN,NY11201
    N/A PC GENERAL OPERATING SUPPORT 1,000
    CANCER RESEARCH INSTITUTE
    29 BROADWAY 4TH FLOOR
    NEW YORK,NY10006
    N/A PC LLOYD J. OLD STAR PROGRAM 2,625,000
    CAPTAIN'S FOR CLEAR WATER
    2031 JACKSON STREET
    FORT MYERS,FL33901
    N/A PC GENERAL OPERATING SUPPORT 10,000
    CAPTAIN'S FOR CLEAR WATER
    2031 JACKSON STREET
    FORT MYERS,FL33901
    N/A PC HURRICANE IAN RELIEF EFFORTS 5,000
    CARING FOR MILITARY FAMILIES
    600 NEW HAMPSHIRE AVENUE NW SUITE
    1020
    WASHINGTON,DC20037
    N/A PC GENERAL OPERATING SUPPORT 10,000
    CENTER FOR STRATEGIC & INTERNATIONAL STUDIES
    1616 RHODE ISLAND AVENUE NW
    WASHINGTON,DC20036
    N/A PC GENERAL OPERATING SUPPORT 3,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022
    N/A PC GENERAL OPERATING SUPPORT 65,000
    CENTRAL PENNSYLVANIA COMMUNITY FOUNDATION
    1330 11TH AVENUE
    ALTOONA,PA16601
    N/A PC GRACE OF GOD ACADEMY 10,000
    CHILD MIND INSTITUTE
    101 EAST 56TH STREET
    NEW YORK,NY10022
    N/A PC GENERAL OPERATING SUPPORT 5,000
    CHILDCARE RESOURCES OF INDIAN RIVER INC
    2300 5TH AVENUE SUITE 149
    VERO BEACH,FL32960
    N/A PC GENERAL OPERATING SUPPORT 20,000
    CHILDREN OF GOD RELIEF FUND INC
    C/O CROWELL MORING LLP 1001
    PENNSYLVANIA AVENUE NW
    WASHINGTON,DC20004
    N/A PC GENERAL OPERATING SUPPORT 10,000
    CHILDREN OF PROMISE NYC
    54 MACDONOUGH STREET
    BROOKLYN,NY11216
    N/A PC WORK IN BROOKLYN 1,000
    CITY SQUASH INC
    PO BOX 619
    BRONX,NY10458
    N/A PC GENERAL OPERATING SUPPORT 255,000
    CLASSICAL CHARTER SCHOOLS
    977 FOX STREET
    BRONX,NY10459
    N/A PC SYSTEMS CODIFICATION AND LAUNCH OF SHARING AND TRANSLATION EFFORTS 750,000
    COMMUNITY IN PARK SLOPE
    200 4TH AVENUE
    BROOKLYN,NY11217
    N/A PC GENERAL OPERATING SUPPORT 2,500
    CONNECTICUT PUBLIC BROADCASTING NETWORK
    1049 ASYLUM AVENUE
    HARTFORD,CT06105
    N/A PC GENERAL OPERATING SUPPORT 5,000
    COVENANT HOUSE
    461 EIGHTH AVENUE
    NEW YORK,NY10001
    N/A PC GENERAL OPERATING SUPPORT 2,500
    DARTMOUTH COLLEGE DEVELOPMENT
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755
    N/A PC DARTMOUTH COLLEGE FUND AND FREEMAN FAMILY FUND 50,000
    DAVIDSON COLLEGE
    PO BOX 7145
    DAVIDSON,NC28035
    N/A PC GENERAL OPERATING SUPPORT 10,000
    DEERFIELD ACADEMY
    OFFICE OF ALUMNI AFFAIRS AND
    DEVELOPMENT PO BOX 306
    DEERFIELD,MA01342
    N/A PC GENERAL OPERATING SUPPORT 35,000
    DEERFIELD ACADEMY
    OFFICE OF ALUMNI AFFAIRS AND
    DEVELOPMENT PO BOX 306
    DEERFIELD,MA01342
    N/A PC KATY TEXTOR FARMER '92 GRANT FUND 12,500
    DEGREGORIO FAMILY FOUNDATION
    PO BOX 236
    PLEASANTVILLE,NY10570
    N/A PC GENERAL OPERATING SUPPORT 2,500
    DOCTORS WITHOUT BORDERS USA
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006
    N/A PC GENERAL OPERATING SUPPORT 5,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111
    N/A PC CLIMATE AND ENERGY PROGRAM 3,000,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111
    N/A PC SUPPORT FOR CURBING OCEAN PLASTICS EFFORTS 26,000
    EAST LAKE COMMUNITY FOUNDATION
    2606 ALSTON DRIVE SE
    ATLANTA,GA30317
    N/A PC GENERAL OPERATING SUPPORT 10,000
    EAST LAKE COMMUNITY FOUNDATION
    2606 ALSTON DRIVE SE
    ATLANTA,GA30317
    N/A PC PARTY ON THE GREEN 10,000
    ENVIRONMENTAL DEFENSE FUND INC
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010
    N/A PC OIL AND GAS, CHINA, SCIENCE AND ECONOMIC PROGRAMS 7,000,000
    EPISCOPAL SCHOOL IN THE CITY OF NEW YORK
    35 EAST 69TH STREET
    NEW YORK,NY10021
    N/A PC NURSERY SCHOOL 2,000
    EVERGLADES FOUNDATION
    18001 OLD CUTLER ROAD SUITE 625
    PALMETTO BAY,FL33157
    N/A PC GENERAL OPERATING SUPPORT 45,000
    EVERYTOWN FOR GUN SAFETY SUPPORT FUND
    PO BOX 3886
    NEW YORK,NY10163
    N/A PC GENERAL OPERATING SUPPORT 15,000
    FLORIDA KEYS HEALTHY START COALITION
    PO BOX 6166
    KEY WEST,FL33041
    N/A PC UPPER KEYS TODDLER AND NEW MOTHER PROGRAMS 60,000
    FOCUSED ULTRASOUND SURGERY FOUNDATION
    1230 CEDARS COURT SUITE 206
    CHARLOTTESVILLE,VA22903
    N/A PC GENERAL OPERATING SUPPORT 15,000
    FRIENDS OF THE EVERGLADES
    11767 SOUTH DIXIE HIGHWAY SUITE 232
    MIAMI,FL33156
    N/A PC GENERAL OPERATING SUPPORT 40,000
    FUND FOR THE CITY OF NEW YORK
    121 AVENUE OF THE AMERICAS 6TH
    FLOOR
    NEW YORK,NY10013
    N/A PC 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 THE SERVICE COLLECTIVE 115,000
    GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
    49 WEST 45TH STREET 2ND FLOOR
    NEW YORK,NY10036
    N/A PC GENERAL OPERATING SUPPORT 35,000
    GLEN COVE BOYS & GIRLS CLUB LINCOLN HOUSE
    113 GLEN COVE AVENUE
    GLEN COVE,NY11542
    N/A PC GENERAL OPERATING SUPPORT 2,000
    GLOBAL EMPOWERMENT MISSION INC
    1850 NW 84TH AVENUE
    DORAL,FL33126
    N/A PC UKRAINE CRISIS 1,000
    GOOD SHEPHERD SERVICES
    305 SEVENTH AVENUE 9TH FLOOR
    NEW YORK,NY10001
    N/A PC GENERAL OPERATING SUPPORT 30,000
    GUIDES TRUST FOUNDATION
    PO BOX 88
    ISLAMORADA,FL33036
    N/A PC GENERAL OPERATING SUPPORT 5,000
    GUILFORD CONSERVATION LAND TRUST
    PO BOX 200
    GUILFORD,CT06437
    N/A PC GENERAL OPERATING SUPPORT 3,000
    HABITAT FOR HUMANITY OF ORANGE COUNTY NC
    88 VILCOM CENTER DRIVE
    CHAPEL HILL,NC27514
    N/A PC WEAVERS GROVE PROJECT 50,000
    HAMPTONS UNITED
    PO BOX 1535
    SOUTHAMPTON,NY11968
    N/A PC GENERAL OPERATING SUPPORT 5,000
    HARLEM CHILDREN'S ZONE
    35 EAST 125TH STREET
    NEW YORK,NY10035
    N/A PC IMPROVE INSTRUCTIONS, PERFORMANCE & FINANCIAL MANAGEMENT 1,500,000
    HARLEM CHILDREN'S ZONE
    35 EAST 125TH STREET
    NEW YORK,NY10035
    N/A PC 2022 FRIENDS OF THE CHILDREN DINNER 15,000
    HARLEM CHILDREN'S ZONE
    35 EAST 125TH STREET
    NEW YORK,NY10035
    N/A PC GENERAL OPERATING SUPPORT 10,000
    HEIGHTS AND HILLS INC
    81 WILLOUGHBY STREET SUITE 302
    BROOKLYN,NY11201
    N/A PC GENERAL OPERATING SUPPORT 2,500
    HISTORIC SALISBURY FOUNDATION
    PO BOX 4221
    SALISBURY,NC28145
    N/A PC ANNIVERSARY CELEBRATION 5,000
    HOLLINS UNIVERSITY
    PO BOX 9629
    ROANOKE,VA24020
    N/A PC GENERAL OPERATING SUPPORT 100,000
    HOSPITAL FOR SPECIAL SURGERY
    DEVELOPMENT DEPARTMENT 535 EAST
    70TH STREET
    NEW YORK,NY10021
    N/A PC DR. QURESHI'S RESEARCH 25,000
    IDAHO BASECAMP INC
    PO BOX 183
    KETCHUM,ID83340
    N/A PC GENERAL OPERATING SUPPORT 15,000
    IMENTOR
    199 WATER STREET 8TH FLOOR
    NEW YORK,NY10038
    N/A PC NOVEMBER FUNDRAISER 15,000
    IMENTOR
    199 WATER STREET 8TH FLOOR
    NEW YORK,NY10038
    N/A PC GENERAL OPERATING SUPPORT 100,000
    INDIAN MOUNTAIN SCHOOL
    DEVELOPMENT OFFICE 211 INDIAN
    MOUNTAIN ROAD
    LAKEVILLE,CT06039
    N/A PC GENERAL OPERATING SUPPORT 10,000
    INDIAN RIVER SOCCER ASSOCIATION
    PO BOX 650611
    VERO BEACH,FL32965
    N/A PC GENERAL OPERATING SUPPORT 10,000
    INTER-FAITH COUNCIL FOR SOCIAL SERVICE
    110 WEST MAIN STREET
    CARRBORO,NC27510
    N/A PC GENERAL OPERATING SUPPORT 5,000
    INTERNATIONAL GAME FISH ASSOCIATION
    300 GULF STREAM WAY 3RD FLOOR
    DANIA BEACH,FL33004
    N/A PC GENERAL OPERATING SUPPORT 10,000
    IOBY
    PO BOX 4668
    NEW YORK,NY10163
    N/A PC SOUTH BROOKLYN MUTUAL AID 1,000
    ISLAMORADA FIREFIGHTERS' BENEVOLENT ASSOCIATION
    86800 OVERSEAS HIGHWAY 1ST FLOOR
    ISLAMORADA,FL33036
    N/A PC GENERAL OPERATING SUPPORT 5,000
    JAMES B LEE JR SCHOLARSHIP FUND
    PO BOX 1366
    SOUTHAMPTON,NY11969
    N/A PC GENERAL OPERATING SUPPORT 2,000
    JAMES C FERRER EDUCATION FUND
    200 TUCKAHOE ROAD
    SOUTHAMPTON,NY11968
    N/A PC GENERAL OPERATING SUPPORT 20,000
    JOHNS HOPKINS UNIVERSITY
    OFFICE OF EXTERNAL AFFAIRS-DEVELOPM
    NT 615 NORTH WOLFE STREET E2132
    BALTIMORE,MD21205
    N/A PC THE FREEMAN FAMILY FUND 30,000
    JUNIOR TENNIS FOUNDATION INC
    70 WEST RED OAK LANE
    WEST HARRISON,NY10604
    N/A PC GENERAL OPERATING SUPPORT 15,000
    KENT SCHOOL CORPORATION
    PO BOX 2006
    KENT,CT06757
    N/A PC GENERAL OPERATING SUPPORT 65,000
    KIPP FOUNDATION
    135 MAIN STREET SUITE 1700
    SAN FRANCISCO,CA94105
    N/A PC BARTH "ONWARD FELLOWS" FUND 15,000
    LAKE AGAWAM CONSERVANCY INC
    PO BOX 5019
    SOUTHAMPTON,NY11969
    N/A PC GENERAL OPERATING SUPPORT 10,000
    LYNN UNIVERSITY
    3601 NORTH MILITARY TRAIL
    BOCA RATON,FL33431
    N/A PC GENERAL OPERATING SUPPORT 10,000
    MARY'S MEALS USA
    75 ORCHARD STREET
    BLOOMFIELD,NJ07003
    N/A PC STRENGTHEN PROGRAMMING AND FUNDRAISING CAPACITY 335,000
    MARY'S MEALS USA
    75 ORCHARD STREET
    BLOOMFIELD,NJ07003
    N/A PC GENERAL OPERATING SUPPORT 15,000
    MAYO CLINIC
    DEPARTMENT OF DEVELOPMENT 200 FIRST
    STREET SW
    ROCHESTER,MN55905
    N/A PC DR. DOUGLAS PACKER'S ABLATION RESEARCH 191,758
    MCKEE BOTANICAL GARDENS
    350 US HIGHWAY 1
    VERO BEACH,FL32962
    N/A PC CHILDREN'S GARDEN 20,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    OFFICE OF DEVELOPMENT 633 THIRD
    AVENUE 5TH FLOOR
    NEW YORK,NY10017
    N/A PC JOSIE ROBERTSON INVESTIGATOR PROGRAM 3,000,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    OFFICE OF DEVELOPMENT 633 THIRD
    AVENUE 5TH FLOOR
    NEW YORK,NY10017
    N/A PC GENERAL OPERATING SUPPORT 126,000
    MYFACE
    333 EAST 30TH STREET
    NEW YORK,NY10016
    N/A PC GENERAL OPERATING SUPPORT 20,000
    NEW YORK CITY POLICE FOUNDATION INC
    555 FIFTH AVENUE 15TH FLOOR
    NEW YORK,NY10017
    N/A PC GENERAL OPERATING SUPPORT 5,000
    NEW YORK STEM CELL FOUNDATION INC
    619 WEST 54TH STREET 3RD FLOOR
    NEW YORK,NY10019
    N/A PC EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE 5,136,003
    NEW YORK STEM CELL FOUNDATION INC
    619 WEST 54TH STREET 3RD FLOOR
    NEW YORK,NY10019
    N/A PC ROBERTSON NEUROSCIENCE INVESTIGATOR AWARDS 4,930,729
    NEW YORK-PRESBYTERIAN HOSPITAL
    850 THIRD AVENUE 12TH FLOOR
    NEW YORK,NY10022
    N/A PC CAC COMMITTEE CONTRIBUTION 25,000
    NEW YORK-PRESBYTERIAN HOSPITAL
    850 THIRD AVENUE 12TH FLOOR
    NEW YORK,NY10022
    N/A PC THANKSGIVING DAY LUNCHEON FOR PEDIATRIC PATIENTS AND THEIR FAMILIES 4,000
    NEW ZEALAND OLYMPIC COMMITTEE AMERICAN
    150 NASSAU STREET SUITE 21
    NEW YORK,NY10038
    N/A PC GENERAL OPERATING SUPPORT 15,000
    OCEAN CONSERVANCY
    1300 19TH STREET NW 8TH FLOOR
    WASHINGTON,DC20036
    N/A PC OCEAN-CLIMATE NEXUS 1,500,000
    OCEAN CONSERVANCY
    1300 19TH STREET NW 8TH FLOOR
    WASHINGTON,DC20036
    N/A PC CURBING OCEAN PLASTICS EFFORTS 27,000
    OCEANA INC
    1025 CONNECTICUT AVENUE NW
    WASHINGTON,DC20036
    N/A PC PROTECTING US COASTAL AREAS 1,000,000
    OCEANA INC
    1025 CONNECTICUT AVENUE NW
    WASHINGTON,DC20036
    N/A PC CURBING OCEAN PLASTICS EFFORTS 27,000
    OLD OAKS FOUNDATION
    3100 PURCHASE STREET
    PURCHASE,NY10577
    N/A PC GENERAL OPERATING SUPPORT 5,000
    PAN AM HISTORICAL FOUNDATION
    1559-B SLOAT BOULEVARD SUITE 144
    SAN FRANCISCO,CA94132
    N/A PC GENERAL OPERATING SUPPORT 10,000
    PANTHERA
    8 WEST 40TH STREET 18TH FLOOR
    NEW YORK,NY10018
    N/A PC TIGERS PROGRAM 1,000,000
    PARISH ART MUSEUM
    279 MONTAUK HIGHWAY
    WATER MILL,NY11976
    N/A PC FAMILY FUNDRAISER 2,500
    PARK AVENUE ARMORY
    643 PARK AVENUE
    NEW YORK,NY10065
    N/A PC GENERAL OPERATING SUPPORT 1,500
    PARTNERSHIP SCHOOLS
    1011 FIRST AVENUE SUITE 1800
    NEW YORK,NY10022
    N/A PC RICHARD J. SCHEMEELK FUND 2,500
    PARTNERSHIP TO END ADDICTION
    711 THIRD AVENUE 5TH FLOOR
    NEW YORK,NY10017
    N/A PC HOPE GALA 2,500
    PAVE ACADEMY CHARTER SCHOOLS
    732 HENRY STREET
    BROOKLYN,NY11231
    N/A PC GENERAL OPERATING SUPPORT 20,000
    PLANNED PARENTHOOD FED OF AMERICA INC
    PO BOX 97166
    WASHINGTON,DC20090
    N/A PC GENERAL OPERATING SUPPORT 20,000
    PLAY-GROUND NYC
    PO BOX 150458
    BROOKLYN,NY11215
    N/A PC GENERAL OPERATING SUPPORT 1,000
    PORTLAND COMMUNITY SQUASH
    66 NOYES STREET
    PORTLAND,ME04103
    N/A PC GENERAL OPERATING SUPPORT 75,000
    PURPOSE BUILT COMMUNITIES
    2380 HOSEA L WILLIAMS DRIVE NE
    SUITE 4
    ATLANTA,GA30317
    N/A PC 3-YEAR TURNAROUND PLAN 1,260,000
    RAZOM FOR UKRAINE
    140 2ND AVENUE SUITE 305
    NEW YORK,NY10003
    N/A PC WORK IN UKRAINE 15,000
    RED HOOK INITIATIVE INC
    767 HICKS STREET
    BROOKLYN,NY11231
    N/A PC GENERAL OPERATING SUPPORT 2,500
    REGULATORY ASSISTANCE PROJECT
    50 STATE STREET SUITE 3
    MONTPELIER,VT05602
    N/A PC U.S. PROGRAM 1,000,000
    RISE SOUTHEAST RALEIGH CHARTER SCHOOL
    3420 IDLEWOOD VILLAGE DRIVE
    RALEIGH,NC27610
    N/A PC GENERAL OPERATING SUPPORT 10,000
    RIVERSIDE THEATRE
    3250 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32963
    N/A PC YOUTH THEATER & MUSIC PROGRAMS 20,000
    ROBERTSON SCHOLARS LEADERSHIP PROGRAM
    101 PARK AVENUE 48TH FLOOR
    NEW YORK,NY10178
    N/A PF SCHOLARSHIPS AND GENERAL OPERATING EXPENSES 8,288,507
    ROCKY MOUNTAIN INSTITUTE
    2490 JUNCTION PLACE SUITE 200
    BOULDER,CO80301
    N/A PC ELECTRICITY AND BUILDING ELECTRIFICATION PROGRAMS 2,500,000
    ROGERS MEMORIAL LIBRARY FOUNDATION
    91 COOPERS FARM ROAD
    SOUTHAMPTON,NY11968
    N/A PC GENERAL OPERATING SUPPORT 7,000
    RUTH'S REFUGE
    C/O LEAH VOBER 130 FENIMORE STREET
    SUITE 31
    BROOKLYN,NY11225
    N/A PC GENERAL OPERATING SUPPORT 2,500
    SAINT BARTHOLOMEW'S CHURCH
    325 PARK AVENUE
    NEW YORK,NY10022
    N/A PC GENERAL OPERATING SUPPORT 510,000
    SAINT EDWARD'S SCHOOL
    1895 SAINT EDWARDS DRIVE
    VERO BEACH,FL32963
    N/A PC LOWER SCHOOL 15,000
    SAINT EDWARD'S SCHOOL
    1895 SAINT EDWARDS DRIVE
    VERO BEACH,FL32963
    N/A PC LOWER SCHOOL LIBRARIES 40,000
    SAINT MARY'S SCHOOL
    900 HILLSBOROUGH STREET
    RALEIGH,NC27603
    N/A PC BLANCHE ROBERTSON BACON PERFORMING ARTS CENTER 500,000
    SAINT MARY'S SCHOOL
    900 HILLSBOROUGH STREET
    RALEIGH,NC27603
    N/A PC BLANCHE BACON AUDITORIUM 100,000
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825
    N/A PC WORK IN THE UKRAINE 2,000
    SIERRA CLUB FOUNDATION
    2101 WEBSTER STREET SUITE 1250
    OAKLAND,CA94612
    N/A PC GENERAL OPERATING SUPPORT 10,000
    SOUTHAMPTON FRESH AIR HOME
    PO BOX 244
    SOUTHAMPTON,NY11968
    N/A PC GENERAL OPERATING SUPPORT 23,000
    SOUTHAMPTON HOSPITAL FOUNDATION
    57 HAMPTON ROAD
    SOUTHAMPTON,NY11968
    N/A PC GENERAL OPERATING SUPPORT 20,000
    SOUTHAMPTON SOCCER CLUB LTD
    PO BOX 6003
    SOUTHAMPTON,NY11969
    N/A PC SCHOLARSHIP PROGRAM 5,000
    SOUTHAMPTON VILLAGE VOLUNTEER AMBULANCE
    PO BOX 832
    SOUTHAMPTON,NY11968
    N/A PC GENERAL OPERATING SUPPORT 1,000
    SOUTHERN ENVIRONMENTAL LAW CENTER
    201 WEST MAIN STREET SUITE 14
    CHARLOTTESVILLE,VA22902
    N/A PC ENERGY AND TRANSPORTATION PROGRAMS 750,000
    SQUASH AND EDUCATION ALLIANCE
    55 BROAD STREET 14TH FLOOR
    NEW YORK,NY10004
    N/A PC GENERAL OPERATING SUPPORT 40,000
    SQUASH AND EDUCATION ALLIANCE
    55 BROAD STREET 14TH FLOOR
    NEW YORK,NY10004
    N/A PC SQUASH URBANO 10,000
    ST ANDREW'S DUNE CHURCH
    PO BOX 1245
    SOUTHAMPTON,NY11968
    N/A PC GENERAL OPERATING SUPPORT 35,000
    ST DAVID'S SCHOOL
    12 EAST 89TH STREET
    NEW YORK,NY10128
    N/A PC IMAGINATION BENEFIT 5,000
    ST DAVID'S SCHOOL
    12 EAST 89TH STREET
    NEW YORK,NY10128
    N/A PC GENERAL OPERATING SUPPORT 30,000
    ST JOACHIM CATHOLIC CHURCH
    614 CENTRAL AVENUE
    CEDARHURST,NY11516
    N/A PC GENERAL OPERATING SUPPORT 20,000
    ST LUKE'S EPISCOPAL CHURCH
    131 WEST COUNCIL STREET
    SALISBURY,NC28144
    N/A PC GENERAL OPERATING SUPPORT 15,000
    ST LUKE'S EPISCOPAL CHURCH
    131 WEST COUNCIL STREET
    SALISBURY,NC28144
    N/A PC REPAIR/RENOVATION FOR PHYSICAL BUILDING AND RECTOR'S DISCRETIONARY FUND 30,000
    ST LUKE'S WOOD RIVER FOUNDATION
    PO BOX 7005
    KETCHUM,ID83340
    N/A PC EMERGENCY ROOM 25,000
    ST THOMAS EPISCOPAL CHURCH
    PO BOX 1070
    SUN VALLEY,ID83353
    N/A PC GENERAL OPERATING SUPPORT 20,000
    STANFORD UNIVERSITY
    DEVELOPMENT SERVICES PO BOX 20466
    STANFORD,CT94309
    N/A PC SCHOLARSHIP FUNDING 10,000
    STARSHIP FOUNDATION
    111 GRAFTON ROAD
      AUCKLAND1023
    NZ
    N/A PC AIR AMBULANCE SERVICE 75,000
    STEEL CITY SQUASH
    140 TREES HALL
    PITTSBURGH,PA15261
    N/A PC GENERAL OPERATING SUPPORT 10,000
    STOKES FOUNDATION
    184 POPPY LANE
    MARLBORO,NY12542
    N/A PC GENERAL OPERATING SUPPORT 12,500
    STONY BROOK FOUNDATION INC
    230 ADMINISTRATION BUILDING
    STONY BROOK,NY11794
    N/A PC STONY BROOK HOSPITAL 10,000
    SUCCESS ACADEMY CHARTER SCHOOLS
    95 PINE STREET 6TH FLOOR
    NEW YORK,NY10005
    N/A PC PHASE II OF SUCCESS ACADEMY'S EDUCATION INSTITUTE 4,000,000
    SUCCESS ACADEMY CHARTER SCHOOLS
    95 PINE STREET 6TH FLOOR
    NEW YORK,NY10005
    N/A PC SYSTEMATIC AND MEANINGFUL IMPROVEMENT IN SCHOOL QUALITY DESIGN 6,000,000
    SUN RIVER HEALTH
    1037 MAIN STREET
    PEEKSKILL,NY10566
    N/A PC GENERAL OPERATING SUPPORT 5,000
    SWEDISH SEAMEN'S CHURCH
    5 EAST 48TH STREET
    NEW YORK,NY10017
    N/A PC GENERAL OPERATING SUPPORT 10,000
    THE BATTERY CONSERVANCY
    ONE WHITEHALL STREET 17TH FLOOR
    NEW YORK,NY10004
    N/A PC GENERAL OPERATING SUPPORT 4,000
    THE BOYS' CLUB OF NEW YORK
    287 EAST 10TH STREET
    NEW YORK,NY10009
    N/A PC GENERAL OPERATING SUPPORT 155,000
    THE BOYS' CLUB OF WAKE COUNTY
    701 NORTH RALEIGH BOULEVARD
    RALEIGH,NC27610
    N/A PC GREAT FUTURES 2022 CAMPAIGN 2,000
    THE BRADY CENTER TO PREVENT GUN VIOLENCE
    840 FIRST STREET NE SUITE 400
    WASHINGTON,DC20002
    N/A PC GENERAL OPERATING SUPPORT 5,000
    THE BRIDGE GOLF FOUNDATION INC
    33 WEST 116TH STREET
    NEW YORK,NY10026
    N/A PC GENERAL OPERATING SUPPORT 55,000
    THE BROAD INSTITUTE INC
    415 MAIN STREET
    CAMBRIDGE,MA02142
    N/A PC PRECISION MEDICINE INITIATIVE 2,185,443
    THE BROOKLYN TO ALASKA PROJECT
    75 PROSPECT PARK SW SUITE E6
    BROOKLYN,NH11215
    N/A PC GENERAL OPERATING SUPPORT 12,500
    THE CHAPIN SCHOOL
    100 EAST END AVENUE
    NEW YORK,NY10028
    N/A PC GENERAL OPERATING SUPPORT 26,000
    THE CHURCH OF OUR SAVIOUR
    59 PARK AVENUE
    NEW YORK,NY10016
    N/A PC GENERAL OPERATING SUPPORT 8,000
    THE COMMUNITY BOTS
    525 EAST 89TH STREET SUITE 3A
    NEW YORK,NY10128
    N/A PC GENERAL OPERATING SUPPORT 1,500
    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 CRANFORD HOSPICE FOUNDATION
    300 KNIGHT STREET
      HASTINGS4122
    NZ
    N/A PC BUILD OF CRANFORD HOSPICE'S NEW HOME AT CHERTERHOPE 20,000
    THE GREEN VALE SCHOOL
    250 VALENTINES LANE
    OLD BROOKVILLE,NY11545
    N/A PC GENERAL OPERATING SUPPORT 5,000
    THE ISLAMORADA FOUNDATION
    PO BOX 1315
    ISLAMORADA,FL33036
    N/A PC GENERAL OPERATING SUPPORT 10,000
    THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION
    1891 CONSTANT AVENUE
    LAWRENCE,KS66047
    N/A PC GENERAL OPERATING SUPPORT 60,000
    THE NATURE CONSERVANCY
    WORLDWIDE OFFICE 4245 NORTH FAIRFAX
    DRIVE SUITE 100
    ARLINGTON,VA22203
    N/A PC LIVING CARBON PROTECTION PROGRAM 2,000,000
    THE NATURE CONSERVANCY
    WORLDWIDE OFFICE 4245 NORTH FAIRFAX
    DRIVE SUITE 100
    ARLINGTON,VA22203
    N/A PC SILVER CREEK PRESERVE 35,000
    THE NATURE CONSERVANCY
    WORLDWIDE OFFICE 4245 NORTH FAIRFAX
    DRIVE SUITE 100
    ARLINGTON,VA22203
    N/A PC LAND PURCHASES/EASEMENTS 30,000
    THE POPULATION COUNCIL INC
    ONE DAG HAMMARSKJOLD PLAZA 3RD
    FLOOR
    NEW YORK,NY10017
    N/A PC GENERAL OPERATING SUPPORT 20,000
    THE RECTOR AND VISITORS OF THE UVA
    PO BOX 400195
    CHARLOTTESVILLE,VA22904
    N/A PC DEVELOPMENT OF SCHOOL AND SYSTEM-WIDE EXCELLENCE IN EDUCATION 600,000
    THE ROCKEFELLER UNIVERSITY
    1230 YORK AVENUE
    NEW YORK,NY10065
    N/A PC THERAPEUTIC DEVELOPMENT FUND 4,700,000
    THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    523 EAST FRANKLIN STREET
    CHAPEL HILL,NC27599
    N/A PC THE ALEX T. ROBERTSON STUDY ABROAD FUND - DEPARTMENT OF GEOGRAPHY 25,000
    THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    523 EAST FRANKLIN STREET
    CHAPEL HILL,NC27599
    N/A PC PLAYMAKERS ARTS ANNUAL FUND 2021-2022 20,000
    THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    523 EAST FRANKLIN STREET
    CHAPEL HILL,NC27599
    N/A PC GENERAL OPERATING SUPPORT 12,500
    THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    523 EAST FRANKLIN STREET
    CHAPEL HILL,NC27599
    N/A PC CAROLINA PERFORMING ARTS 2021-2022 ANNUAL GIVING 20,000
    THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    523 EAST FRANKLIN STREET
    CHAPEL HILL,NC27599
    N/A PC CAROLINA PERFORMING ARTS 2022-2023 ANNUAL GIVING 20,000
    THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    523 EAST FRANKLIN STREET
    CHAPEL HILL,NC27599
    N/A PC PLAYMAKERS ARTS ANNUAL FUND 2022-23 20,000
    THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    523 EAST FRANKLIN STREET
    CHAPEL HILL,NC27599
    N/A PC GENERAL OPERATING SUPPORT 35,000
    THE UNIVERSITY OF TEXAS FOUNDATION
    9011 MOUNTAIN RIDGE DRIVE SUITE 159
    AUSTIN,TX78759
    N/A PC DR. CJ LOGOTHETIS' RESEARCH AND IN HONOR OF CHARLES LEONARD 30,000
    THE UNIVERSITY OF VERMONT FOUNDATION
    411 MAIN STREET
    BURLINGTON,VT05401
    N/A PC SCHOLARSHIP FUNDING 5,000
    THE WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036
    N/A PC CLIMATE SOLUTIONS STRATEGY 1,500,000
    THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
    529 14TH STREET NW SUITE 500
    WASHINGTON,DC20045
    N/A PC MENHADEN CONSERVATION 20,000
    THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
    529 14TH STREET NW SUITE 500
    WASHINGTON,DC20045
    N/A PC MENHADEN CONSERVATION 150,000
    TRIANGLE RES OPTIONS-SUBSTANCE ABUSERS
    1820 JAMES STREET
    DURHAM,NC27707
    N/A PC GENERAL OPERATING SUPPORT 5,000
    UNITED JEWISH APPEAL FOUNDATION
    130 EAST 59TH STREET
    NEW YORK,NY10022
    N/A PC GENERAL OPERATING SUPPORT 10,000
    UNITED STATES ENERGY FOUNDATION
    301 BATTERY STREET 5TH FLOOR
    SAN FRANCISCO,CA94111
    N/A PC SOUTHEAST PROGRAM 3,000,000
    UNITED STATES GOLF ASSOCIATION FOUNDATION
    77 LIBERTY CORNER ROAD
    LIBERTY CORNER,NJ07938
    N/A PC GENERAL OPERATING SUPPORT 5,000
    UNITED STATES SQUASH RACQUETS ASSOCIATION
    PO BOX 38610
    PHILADELPHIA,PA19104
    N/A PC GENERAL OPERATING SUPPORT 20,000
    UNIVERSITY OF NORTH CAROLINA PRESS
    116 SOUTH BOUNDARY STREET
    CHAPEL HILL,NC27514
    N/A PC WYNDHAM ROBERTSON EDITORIAL DIRECTORSHIP 25,000
    VERO BEACH MUSEUM OF ART
    3001 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32963
    N/A PC CHILDREN'S PROGRAM 20,000
    VINEGAR HILL FOOD PANTRY
    196 WYCKOFF STREET
    BROOKLYN,NY11217
    N/A PC GENERAL OPERATING SUPPORT 1,000
    VISION ED INC
    2672 BROADWAY LOFT A
    NEW YORK,NY10025
    N/A PC GENERAL OPERATING SUPPORT 2,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BOULEVARD
    BRONX,NY10460
    N/A PC TIGERS PROGRAM 1,000,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BOULEVARD
    BRONX,NY10460
    N/A PC GENERAL OPERATING SUPPORT 100,000
    WOODS HOLE OCEANOGRAPHIC INSTITUTION
    MAIL STOP 40 266 WOODS HOLE ROAD
    WOODS HOLE,MA02543
    N/A PC SCIENTIFIC RESEARCH, TECHNOLOGY DEVELOPMENT AND PUBLIC ENGAGEMENT 500,000
    WOODS HOLE OCEANOGRAPHIC INSTITUTION
    MAIL STOP 40 266 WOODS HOLE ROAD
    WOODS HOLE,MA02543
    N/A PC GENERAL OPERATING SUPPORT 10,000
    Total .................................bullet 3a 78,678,269
    bApproved for future payment
    AMERICANS FOR OXFORD INC
    500 FIFTH AVENUE 32ND FLOOR
    NEW YORK,NY10110
    N/A PC CLIMATE ECONOMETRICS POLICY-RELEVANT RESEARCH 1,320,000
    AMERICANS FOR OXFORD INC
    500 FIFTH AVENUE 32ND FLOOR
    NEW YORK,NY10110
    N/A PC OXFORD BIG DATA INSTITUTE 2,883,653
    CANCER RESEARCH INSTITUTE
    29 BROADWAY 4TH FLOOR
    NEW YORK,NY10006
    N/A PC LLOYD J. OLD STAR PROGRAM 9,062,500
    CLASSICAL CHARTER SCHOOLS
    977 FOX STREET
    BRONX,NY10459
    N/A PC SYSTEMS CODIFICATION AND LAUNCH OF SHARING AND TRANSLATION EFFORTS 1,125,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111
    N/A PC CLIMATE AND ENERGY PROGRAM 3,000,000
    ENVIRONMENTAL DEFENSE FUND INC
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010
    N/A PC OIL AND GAS, CHINA, SCIENCE AND ECONOMIC PROGRAMS 14,000,000
    HARLEM CHILDREN'S ZONE
    35 EAST 125TH STREET
    NEW YORK,NY10035
    N/A PC IMPROVE INSTRUCTIONS, PERFORMANCE & FINANCIAL MANAGEMENT 3,500,000
    MARY'S MEALS USA
    75 ORCHARD STREET
    BLOOMFIELD,NJ07003
    N/A PC STRENGTHEN PROGRAMMING AND FUNDRAISING CAPACITY 335,000
    MAYO CLINIC
    DEPARTMENT OF DEVELOPMENT 200 FIRST
    STREET SW
    ROCHESTER,MN55905
    N/A PC DR. DOUGLAS PACKER'S ABLATION RESEARCH 158,276
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    OFFICE OF DEVELOPMENT 633 THIRD
    AVENUE 5TH FLOOR
    NEW YORK,NY10017
    N/A PC JOSIE ROBERTSON INVESTIGATOR PROGRAM 9,000,000
    METHANESAT LLC
    123 MISSION STREET
    SAN FRANCISCO,CA94105
    N/A PC BUILD AND LAUNCH METHANESAT 2,000,000
    NEW YORK STEM CELL FOUNDATION INC
    619 WEST 54TH STREET 3RD FLOOR
    NEW YORK,NY10019
    N/A PC EARLY CAREER INVESTIGATOR AWARDS PROGRAM, STEM CELL PRIZE AND CONFERENCE 27,445,712
    NEW YORK STEM CELL FOUNDATION INC
    619 WEST 54TH STREET 3RD FLOOR
    NEW YORK,NY10019
    N/A PC ROBERTSON NEUROSCIENCE INVESTIGATOR AWARDS 7,013,818
    OCEAN CONSERVANCY
    1300 19TH STREET NW 8TH FLOOR
    WASHINGTON,DC20036
    N/A PC OCEAN-CLIMATE NEXUS 750,000
    OCEANA INC
    1025 CONNECTICUT AVENUE NW
    WASHINGTON,DC20036
    N/A PC PROTECTING US COASTAL AREAS 500,000
    PANTHERA
    8 WEST 40TH STREET 18TH FLOOR
    NEW YORK,NY10018
    N/A PC TIGERS PROGRAM 500,000
    REGULATORY ASSISTANCE PROJECT
    50 STATE STREET SUITE 3
    MONTPELIER,VT05602
    N/A PC U.S. PROGRAM 1,000,000
    ROBERTSON SCHOLARS LEADERSHIP PROGRAM
    101 PARK AVENUE 48TH FLOOR
    NEW YORK,NY10178
    N/A PF SCHOLARSHIPS AND GENERAL OPERATING EXPENSES 25,500,000
    SUCCESS ACADEMY CHARTER SCHOOLS
    95 PINE STREET 6TH FLOOR
    NEW YORK,NY10005
    N/A PC SYSTEMATIC AND MEANINGFUL IMPROVEMENT IN SCHOOL QUALITY DESIGN 44,000,000
    THE BROAD INSTITUTE INC
    415 MAIN STREET
    CAMBRIDGE,MA02142
    N/A PC PRECISION MEDICINE INITIATIVE 686,557
    THE NATURE CONSERVANCY
    WORLDWIDE OFFICE 4245 NORTH FAIRFAX
    DRIVE SUITE 100
    ARLINGTON,VA22203
    N/A PC LIVING CARBON PROTECTION PROGRAM 3,000,000
    THE ROCKEFELLER UNIVERSITY
    1230 YORK AVENUE
    NEW YORK,NY10065
    N/A PC JR FACULTY RECRUITMENT 8,200,000
    THE ROCKEFELLER UNIVERSITY
    1230 YORK AVENUE
    NEW YORK,NY10065
    N/A PC THERAPEUTIC DEVELOPMENT FUND 8,300,000
    THE WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036
    N/A PC CLIMATE SOLUTIONS STRATEGY 1,500,000
    THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
    529 14TH STREET NW SUITE 500
    WASHINGTON,DC20045
    N/A PC MENHADEN CONSERVATION 100,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BOULEVARD
    BRONX,NY10460
    N/A PC TIGERS PROGRAM 500,000
    WOODS HOLE OCEANOGRAPHIC INSTITUTION
    MAIL STOP 40 266 WOODS HOLE ROAD
    WOODS HOLE,MA02543
    N/A PC SCIENTIFIC RESEARCH, TECHNOLOGY DEVELOPMENT AND PUBLIC ENGAGEMENT 500,000
    Total .................................bullet 3b 175,880,516
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
        14 225,593  
    4 Dividends and interest from securities ....          
    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 -9,668,638  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFOUNDATION ADMINISTRATION INCOME
            381,088
    bOTHER MISCELLANEOUS INCOME     01 4,387  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 -7,093,731 381,088
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -6,712,643
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    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.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    ROBERTSON FOUNDATION
     
    Employer identification number

    13-7068398
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    ROBERTSON FOUNDATION
     
    Employer identification number
    13-7068398
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    JULIAN H ROBERTSON JR
     
    C/O TIGER MANAGEMENT LLC 101 PARK A
     
    NEW YORK, NY101784799

    $ 100,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    ROBERTSON FOUNDATION
     
    Employer identification number

    13-7068398
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    ROBERTSON FOUNDATION
     
    Employer identification number

    13-7068398
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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 76,448 0 0 76,448

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

    TY 2021 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.   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,NY10128
    2019-12-04 50,000 GENERAL OPERATING SUPPORT.   TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING REPORT    
    CLASSICAL AMERICAN HOMES PRESERVATION TRUST
     
    69 EAST 93RD STREET
    NEW YORK,NY10128
    2020-11-20 40,000 GENERAL OPERATING SUPPORT.   TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING REPORT    
    ROBERTSON SCHOLARS LEADERSHIP PROGRAM
     
    C/O ROBERTSON FOUNDATION 101 PARK
    AVENUE 48TH FL
    NEW YORK,NY10178
    2019-07-01 4,495,320 GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2020.   TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING REPORT    
    ROBERTSON SCHOLARS LEADERSHIP PROGRAM
     
    C/O ROBERTSON FOUNDATION 101 PARK
    AVENUE 48TH FL
    NEW YORK,NY10178
    2020-07-01 2,666,063 GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2021. 2,666,063 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,NY10178
    2020-07-01 4,264,349 GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2021. 4,264,349 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,NY10178
    2021-07-01 3,649,600 GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2022.   TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING REPORT    
    ROBERTSON SCHOLARS LEADERSHIP PROGRAM
     
    C/O ROBERTSON FOUNDATION 101 PARK
    AVENUE 48TH FL
    NEW YORK,NY10178
    2021-07-01 3,843,452 GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2022.   TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING REPORT    
    ROBERTSON SCHOLARS LEADERSHIP PROGRAM
     
    C/O ROBERTSON FOUNDATION 101 PARK
    AVENUE 48TH FL
    NEW YORK,NY10178
    2022-07-01 4,445,055 GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2022.   TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING REPORT    
    STARSHIP FOUNDATION
     
    PO BOX 9389 NEWMARKET
      AUCKLAND1149
    NZ
    2020-07-09 50,000 SUPPORT FOR STARSHIP FOUNDATION'S NATIONAL AIR AMBULANCE.   TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING REPORT    
    STARSHIP FOUNDATION
     
    PO BOX 9389 NEWMARKET
      AUCKLAND1149
    NZ
    2021-08-18 75,000 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
      AUCKLAND1149
    NZ
    2022-11-14 75,000 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
      AUCKLAND0626
    NZ
    2020-12-16 20,000 GENERAL OPERATING SUPPORT.   TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING REPORT    
    THE CRANFORD HOSPICE FOUNDATION
     
    300 KNIGHT STREET
      HASTINGS4122
    NZ
    2022-08-18 20,000 BUILD OF CRANFORD HOSPICE'S NEW HOME AT CHERTERHOPE   TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. PENDING REPORT    

    TY 2021 GeneralExplanationAttachment
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Identifier Return Reference Explanation
    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).

    TY 2021 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 185,560,611 355,168,544

    TY 2021 LandEtcSchedule2
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 131,650 111,830 19,820 19,820
    FURNITURE AND FIXTURES 341,378 337,268 4,110 4,110
    COMPUTERS AND OTHER EQUIPMENT 154,503 103,979 50,524 50,524


    TY 2021 LegalFeesSchedule
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 43,824 0 0 43,824


    TY 2021 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 9,228 84,566 84,566
    DUE FROM INVESTMENT FUND 9,250,000    


    TY 2021 OtherExpensesSchedule
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 129,740 0 0 129,740
    EMPLOYMENT EXPENSES 28,210 0 0 28,210
    FILING FEES 1,500 0 0 1,500
    INFORMATION TECHNOLOGY SOFTWARE AND HARDWARE 48,630 0 0 48,630
    INSURANCE 35,611 0 0 35,611
    OFFICE AND OTHER EXPENSES 55,964 0 0 55,964


    TY 2021 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   35,439,067  
    FOUNDATION ADMINISTRATION INCOME 381,088   381,088
    OTHER MISCELLANEOUS INCOME 4,387   0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTANTS 128,702 0 0 128,702


    TY 2021 TaxesSchedule
    Name:
    ROBERTSON FOUNDATION
    EIN:
    13-7068398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX PAID 1,500,000 0 0 0