Nonprofit · EIN 20-1464742
AOTEAROA FOUNDATION
Also known as WILLIAM R GOODELL
Tax-exempt · NEW YORK, NY 10036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $0 | $2,581,325 | -$2,581,325 | $10,796,546 | $0 | $10,796,546 |
| December 31, 2023 | 990-PF | -$221,745 | $1,770,757 | -$1,992,502 | $13,377,871 | $0 | $13,377,871 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
Expenses
- Grants and similar amounts paid
- $2,310,181
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $57,885
- Disbursements for charitable purposes
- $2,581,324
- Excise tax on investment income
- $45,315
Balance sheet and other
- Total assets, start of year
- $13,377,871
- Total assets, end of year
- $10,796,546
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,796,546
- Fair market value of assets
- $38,203,449
- Qualifying distributions
- $2,581,324
- Net investment income
- $3,309,556
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LANI EVANS 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | PROGRAM DIRECTOR Highest-paid employee | 25 | $57,885 | $2,692 |
| CRAIG HEATLEY 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| CLAIRE ROBERTSON 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| JULIAN JAY HART ROBERTSON III 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | TRUSTEE | 1 | $0 | $0 |
| KELSEY FINKEL 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | AUTHORIZED OFFICER | 1 | $0 | $0 |
| ALEXANDER ROBERTSON 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 100364602 | AUTHORIZED OFFICER | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LANI EVANS 60 EAST 42ND STREET 39TH FLOOR, NEW YORK, NY 101650049 | PROGRAM DIRECTOR Highest-paid employee | 25 | $19,580 |
| CRAIG HEATLEY 60 EAST 42ND STREET 39TH FLOOR, NEW YORK, NY 101650049 | TRUSTEE | 1 | $0 |
| CLAIRE ROBERTSON 60 EAST 42ND STREET 39TH FLOOR, NEW YORK, NY 101650049 | TRUSTEE | 1 | $0 |
| JULIAN JAY HART ROBERTSON III 60 EAST 42ND STREET 39TH FLOOR, NEW YORK, NY 101650049 | TRUSTEE | 1 | $0 |
| KELSEY FINKEL 60 EAST 42ND STREET 39TH FLOOR, NEW YORK, NY 101650049 | AUTHORIZED OFFICER | 1 | $0 |
| ALEXANDER ROBERTSON 60 EAST 42ND STREET 39TH FLOOR, NEW YORK, NY 101650049 | AUTHORIZED OFFICER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 45 WEST 45TH STREET 12TH FLOOR, NEW YORK, NY 10036-4602
- In care of
- % ROBERTSON FDN ATTN D RUTIGLIANO
- Signed the 990-PF
- ALEXANDER ROBERTSON, AUTHORIZED OFFICER
- Phone
- (212) 984-5700
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-1464742
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,796,546
- Income (IRS master file)
- $1
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $0 | $2,581,325 | $10,796,546 | XML |
| 990-PF | December 2023 | -$221,745 | $1,770,757 | $13,377,871 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1464742).
Questions about AOTEAROA FOUNDATION
- What is the EIN of AOTEAROA FOUNDATION?
- The employer identification number (EIN) of AOTEAROA FOUNDATION is 20-1464742.
- Is AOTEAROA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to AOTEAROA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AOTEAROA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AOTEAROA FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AOTEAROA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of AOTEAROA FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $57,885 (LANI EVANS, PROGRAM DIRECTOR).
- How much revenue does AOTEAROA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $0, expenses of $2,581,325 and total assets of $10,796,546 at year end.
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