The Aotearoa Foundation
The Aotearoa Foundation is a private foundation, 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.
Key facts about The Aotearoa Foundation
In short: The Aotearoa Foundation gave $2.3M across 7 grants in 2024 (avg $330K). Source: 2024 IRS Form 990-PF.
- EIN
- 20-1464742
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $2,310,181
- Grants made (2024)
- 7
- Average grant
- $330,026
- Median grant
- $46,259
- Total assets
- $10,796,546
Data from IRS Form 990-PF, 2024; updated September 2026.
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.
How The Aotearoa Foundation gives
- Giving grew 45% from 2021 to 2024. Method
- In 2024 it paid out 141% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $1.6M (2023) to $2.3M (2024). In 2024 it made 7 grants totaling $2.3M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was The Gift Trust ($1.7M across 4 grants). Together the top 2 received $2.3M.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 13 grants of 45 (29%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Gift Trust | Support for the development and naming of the cancer society in auckland | $1,694,466 |
| University of Auckland | 4TH Grant Supporting Auckland Bioenginerring Institute | $465,646 |
| 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 |
| The Gift Trust | Support for Ngati Rehia | $33,862 |
| The Gift Trust | Support for Panui Mai - Read to ME | $6,020 |
| The Gift Trust | General Support | $4,732 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Aotearoa Foundation's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Craig Heatley
Trustee
On filings since 2020
1 hr/week
No compensation reported
Claire Robertson
Trustee
On filings since 2023
1 hr/week
No compensation reported
Julian Jay Hart Robertson III
Trustee
On filings since 2023
1 hr/week
No compensation reported
Alexander Robertson
Authorized Officer
On filings since 2022
1 hr/week
No compensation reported
Kelsey Finkel
Authorized Officer
On filings since 2022
1 hr/week
No compensation reported
Former officers (2)
- Former: Julian H. Robertson Jr. (2020–2022) — Trustee
- Former: John Hood (2020) — Trustee · Filing note: Through 13120
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Aotearoa Foundation
How much does The Aotearoa Foundation give each year?
The Aotearoa Foundation gave $2.3M across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.6M across 11 grants.
What is The Aotearoa Foundation's typical grant size?
The Aotearoa Foundation's median grant in 2024 was $46,259, and its average grant was $330,026, across 7 grants on its 2024 IRS Form 990-PF.
Does The Aotearoa Foundation give general operating support?
Yes: 14% of The Aotearoa Foundation's 2024 grants with a stated purpose (1 of 7) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is The Aotearoa Foundation?
The Aotearoa Foundation reported $10.8M in total assets on its 2024 IRS Form 990-PF. It paid out $2.6M in qualifying distributions that year, against a required minimum of $1.8M (roughly 5% of its investment assets).
Where does The Aotearoa Foundation operate?
The Aotearoa Foundation has awarded grants in Virginia.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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