The Aotearoa Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10.8M in total assets. In 2024, it awarded 7 grants totaling $2.3M. Net investment income was $3.3M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$10.8M
-19.3% YoY
Annual Giving
$2.3M
+47.5% YoY
Grant Count
7
-36.4% YoY
Avg Grant Size
$330K
+131.7% YoY
Under IRS private-foundation payout rules, The Aotearoa Foundation reported a distributable amount of $1.8M for 2024 — the minimum it must pay out in qualifying distributions.
About The Aotearoa Foundation
Based on IRS filings
The Aotearoa Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10.8M in total assets. In 2024, it awarded 7 grants totaling $2.3M. Net investment income was $3.3M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $10,796,546 | $13,377,871 | $15,370,373 |
| Revenue | — | $-221,745 | $72,983 |
| Expenses | $2,581,325 | $1,770,757 | $1,807,807 |
| Qualifying Distributions | $2,581,324 | $1,745,757 | $1,707,807 |
| Net Investment Income | $3,260,057 | $1,277,031 | $485,312 |
| Distributable Amount | $1,830,963 | $1,802,516 | $1,994,674 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Gift Trust ($1,694,466), University of Auckland ($465,646), University of Auckland ($59,196).
| Recipient | Purpose | Amount |
|---|---|---|
| THE GIFT TRUST | SUPPORT FOR THE DEVELOPMENT AND NAMING OF THE CANCER SOCIETY IN AUCKLAND | $1,694,466 |
| THE GIFT TRUST | GENERAL SUPPORT | $4,732 |
| THE GIFT TRUST | SUPPORT FOR PANUI MAI - READ TO ME | $6,020 |
| THE GIFT TRUST | SUPPORT FOR NGATI REHIA | $33,862 |
| UNIVERSITY OF AUCKLAND | CENTRE FOR BRAIN RESEARCH FUNDING3 3-YR FELLOWSHIPS FOR POSTDOCTORAL RESEARCH | $59,196 |
| UNIVERSITY OF AUCKLAND | SUPPORT FOR DEVELOPMENT OF A PERINATAL RESEARCH TEAM AT UALI | $46,259 |
| UNIVERSITY OF AUCKLAND | 4TH GRANT SUPPORTING AUCKLAND BIOENGINERRING INSTITUTE | $465,646 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CRAIG HEATLEY | TRUSTEE | 1 | — |
| CLAIRE ROBERTSON | TRUSTEE | 1 | — |
| JULIAN JAY HART ROBERTSON III | TRUSTEE | 1 | — |
| KELSEY FINKEL | AUTHORIZED OFFICER | 1 | — |
| ALEXANDER ROBERTSON | AUTHORIZED OFFICER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Aotearoa Foundation?
The Aotearoa Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $10.8M in total assets as of 2024.
How large is The Aotearoa Foundation?
As of 2024, The Aotearoa Foundation holds $10.8M in total assets. It awarded 7 grants totaling $2.3M in 2024.
Where does The Aotearoa Foundation operate?
The Aotearoa Foundation has awarded grants in Virginia.
What size grants does The Aotearoa Foundation award?
In 2024, The Aotearoa Foundation awarded 7 grants totaling $2.3M — an average of about $330K per grant, based on its IRS Form 990 filings.
How much is The Aotearoa Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Aotearoa Foundation reported a distributable amount of $1.8M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Aotearoa Foundation's EIN?
The Aotearoa Foundation's EIN (Employer Identification Number) is 20-1464742. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Aotearoa Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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