2025-10-27T13:06:45-05:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 101670008 990PF 2024-01-01 201464742 THE AOTEAROA FOUNDATION AOTE 2129845700 45 WEST 45TH STREET 12TH FLOOR NEW YORK NY 100364602 ALEXANDER ROBERTSON AUTHORIZED OFFICER 2129845700 2025-10-27 1 0 X JOSEPH L ALI CPA P02093808 2122862600 2025-10-27 2024 2025-03-06 01:10:19Z X X 38203449 X X 29183 370506 0 2909867 0 3309556 0 0 0 57885 0 57885 2692 0 2692 55120 0 55120 15450 0 15450 125839 0 125839 12029 1073 6633 0 6633 7525 36397 7524 271144 49499 271143 2310181 2310181 2581325 49499 2581324 -2581325 3260057 2441958 340633 340633 10935913 10455913 37862816 13377871 10796546 38203449 0 0 X 13377871 10796546 13377871 10796546 13377871 10796546 13377871 -2581325 0 10796546 0 10796546 THRU SCHEDULE K-1 - TIGER PARTNERS, L.P. P 370506 370506 370506 45315 0 45315 0 45315 71921 0 30000 0 101921 0 56606 56606 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NY 1 0 0 1 0 1 N/A DEBORAH A RUTIGLIANO CONTROLLER 2129845700 45 WEST 45TH STREET 12TH FLOOR NEW YORK NY 100364602 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 CRAIG HEATLEY 45 WEST 45TH STREET 12TH FLOOR NEW YORK NY 100364602 TRUSTEE 1.00 0 0 0 CLAIRE ROBERTSON 45 WEST 45TH STREET 12TH FLOOR NEW YORK NY 100364602 TRUSTEE 1.00 0 0 0 JULIAN JAY HART ROBERTSON III 45 WEST 45TH STREET 12TH FLOOR NEW YORK NY 100364602 TRUSTEE 1.00 0 0 0 KELSEY FINKEL 45 WEST 45TH STREET 12TH FLOOR NEW YORK NY 100364602 AUTHORIZED OFFICER 1.00 0 0 0 ALEXANDER ROBERTSON 45 WEST 45TH STREET 12TH FLOOR NEW YORK NY 100364602 AUTHORIZED OFFICER 1.00 0 0 0 LANI EVANS 45 WEST 45TH STREET 12TH FLOOR NEW YORK NY 100364602 PROGRAM DIRECTOR 25.00 57885 2692 0 0 ROBERTSON FOUNDATION 45 WEST 45TH STREET 12TH FLOOR NEW YORK NY 100364602 FOUNDATION ADMINISTRATION 106645 0 0 36596528 2032640 0 38629168 0 0 38629168 579438 38049730 1902487 1902487 45315 26209 71524 1830963 0 1830963 0 1830963 2581324 0 2581324 1830963 0 0 0 2581324 0 0 0 1830963 750361 0 0 750361 0 0 0 0 0 0 0 750361 750361 X THE GIFT TRUST PO BOX 19120 MARION SQUARE WELLINGTON NZ 6141 N/A PC SUPPORT FOR THE DEVELOPMENT AND NAMING OF THE CANCER SOCIETY IN AUCKLAND 1694466 THE GIFT TRUST PO BOX 19120 MARION SQUARE WELLINGTON NZ 6141 N/A PC GENERAL SUPPORT 4732 THE GIFT TRUST PO BOX 19120 MARION SQUARE WELLINGTON NZ 6141 N/A PC SUPPORT FOR PANUI MAI - READ TO ME 6020 THE GIFT TRUST PO BOX 19120 MARION SQUARE WELLINGTON NZ 6141 N/A PC SUPPORT FOR NGATI REHIA 33862 UNIVERSITY OF AUCKLAND PRIVATE BAG 92019 AUCKLAND NZ 1142 N/A NC CENTRE FOR BRAIN RESEARCH FUNDING3 3-YR FELLOWSHIPS FOR POSTDOCTORAL RESEARCH 59196 UNIVERSITY OF AUCKLAND PRIVATE BAG 92019 AUCKLAND NZ 1142 N/A NC SUPPORT FOR DEVELOPMENT OF A PERINATAL RESEARCH TEAM AT UALI 46259 UNIVERSITY OF AUCKLAND PRIVATE BAG 92019 AUCKLAND NZ 1142 N/A NC 4TH GRANT SUPPORTING AUCKLAND BIOENGINERRING INSTITUTE 465646 2310181 MIKE CORMACK FOUNDATION PO BOX 18213 GREN INNES AUCKLAND NZ 1743 N/A NC UNIVERSITY OF AUCKLAND RUGBY CLUB 6053 UNIVERSITY OF AUCKLAND PRIVATE BAG 92019 AUCKLAND NZ 1142 N/A NC SUPPORT FOR DEVELOPMENT OF A PERINATAL RESEARCH TEAM AT UALI 1991846 1997899 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 15450 0 15450 MIKE CORMACK FOUNDATION PO BOX 18213 GREN INNES AUCKLAND NZ 1743 2021-03-23 25837 SUPPORT OF UNIVERSITY OF AUCKLAND RUGBY CLUB 25837 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 12/2023 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. TEACH FIRST NEW ZEALAND TRUST PO BOX 2121 SHORTLAND STREET AUCKLAND NZ 1140 2021-12-22 304605 SUPPORT FOR PROGRAM OPERATIONS AND IMPROVEMENTS TO ITS TEACHING QUALIFICATIONS 304605 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 05/2023 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. UNIVERSITY OF AUCKLAND PRIVATE BAG 92019 AUCKLAND NZ 1142 2022-02-02 67768 CENTRE FOR BRAIN RESEARCH, THREE, 3-YEAR, POSTDOCTORAL RESEARCH FELLOWSHIPS 67768 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 12/2023 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. THE SPRINGBOARD TRUST PO BOX 2121 SHORTLAND STREET AUCKLAND NZ 1140 2022-08-16 159202 ENHANCE INTERNAL CAPACITY AND EXTERNAL PROGRAMMING 159202 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 12/2023 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. MOTU ECONOMIC & PUBLIC POLICY RESEARCH TRUST LEVEL 1 97 CUBA STREET PO BOX 24390 WELLINGTON NZ 64142 2022-08-23 102300 LOW-EMISSIONS FUTURE AND FRESHWATER WORK 102300 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 10/2023 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. TEACH FIRST NEW ZEALAND TRUST PO BOX 2121 SHORTLAND STREET AUCKLAND NZ 1140 2023-02-01 252240 GENERAL OPERATING SUPPORT 252240 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 05/2023 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. THE SPRINGBOARD TRUST PO BOX 2121 SHORTLAND STREET AUCKLAND NZ 1140 2023-02-01 315300 CORE PROGRAMMING AND CONTINUED DEVELOPMENT 315300 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 12/2024 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. UNIVERSITY OF AUCKLAND PRIVATE BAG 92019 AUCKLAND NZ 1142 2023-02-17 79700 CENTRE FOR BRAIN RESEARCH FUNDING THREE FELLOWSHIPS FOR POSTDOCTORAL RESEARCH 79700 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 12/2023 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. THE EDUCATION HUB 28 VALHALLA DRIVE BEACH HAVEN AUCKLAND NZ 0626 2023-12-18 84500 ROLL OUT OF THE EDUCATION HUB SOCIAL ENTERPRISE SUBSCRIPTION 84500 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 12/2023 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. TEACH FIRST NEW ZEALAND TRUST PO BOX 2121 SHORTLAND STREET AUCKLAND NZ 1140 2023-12-19 58500 ENGAGE A MARKETING AND COMMUNICATIONS SPECIALIST TO SUPPORT IMPLEMENTATION 58500 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 12/2023 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. UNIVERSITY OF AUCKLAND PRIVATE BAG 92019 AUCKLAND NZ 1142 2024-01-23 59196 CENTRE FOR BRAIN RESEARCH FUNDING3 3-YR FELLOWSHIPS FOR POSTDOCTORAL RESEARCH TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF PENDING N/A UNIVERSITY OF AUCKLAND PRIVATE BAG 92019 AUCKLAND NZ 1142 2024-09-20 465646 4TH GRANT SUPPORTING AUCKLAND BIOENGINEERING INSTITUTE TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF PENDING N/A UNIVERSITY OF AUCKLAND PRIVATE BAG 92019 AUCKLAND NZ 1142 2024-10-09 46259 SUPPORT FOR DEVELOPMENT OF A PERINATAL RESEARCH TEAM AT UALI TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF PENDING N/A SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PART VI-A, LINE 11 NAME OF CONTROLLED ENTITY - AOTEAROA FOUNDATION CORPORATIONEMPLOYER ID NO - 98-1735354ADDRESS - PO BOX 309, UGLAND HOUSE, GRAND CAYMAN, CAYMAN ISLANDS KY1-1104EXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - $20,000DESCRIPTION OF TRANSFER - CASH $20,000TRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - $5,300,044DESCRIPTION OF TRANSFER - CASH $500,000 AND INTEREST IN TIGER PARTNER, L.P. $4,800,044 AOTEAROA FOUNDATION CORPORATION 3,114 SHARES AT COST 5655869 33045188 TIGER PARTNERS, L.P. AT COST 4800044 4817628 GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 55120 0 55120 DUES AND SUBSCRIPTIONS 4708 0 4708 FILING FEES 750 0 750 OFFICE AND OTHER EXPENSES 2067 0 2066 THRU SCHEDULE K-1 - OTHER DEDUCTIONS 0 36397 0 SUBPART F INCOME FROM AOTEAROA FOUNDATION CORPORATION 2785448 THRU SCHEDULE K-1 - ORDINARY BUSINESS INCOME (LOSS) -416 THRU SCHEDULE K-1 - NET RENTAL REAL ESTATE INCOME (LOSS) -32 THRU SCHEDULE K-1 - ROYALTIES 115 THRU SCHEDULE K-1 - OTHER INCOME (LOSS) 124752 EQUIVALENCY DETERMINATION SERVICES 2140 0 2140 FOUNDATION ADMINISTRATION 106645 0 106645 GRANT SERVICE FEES 17054 0 17054