THE AOTEAROA FOUNDATION
https://N/A
$38.2M
Total Assets (2024)
$4.7M
Avg Yearly Giving (2022–2024)
$14.1M
Giving on File
(3 yrs)
(3 yrs)
38
Grants on File
$479K
Avg Grant Size
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
2129845700
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $35.9M | $90K | N/A |
| 2020 | N/A | $48.0M | $87K | N/A |
| 2022 | $5.6M | $37.5M | $73K | 16 |
| 2023 | $4.1M | $36.9M | $-222K | 13 |
| 2024 | $4.3M | $38.2M | $0 | 9 |
Grant Size Distribution
Based on 38 grants on record
Minimum
$5K
25th Pctl
$42K
Median
$104K
Average
$370K
75th Pctl
$356K
Maximum
$2.6M
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| JULIAN JAY HART ROBERTSON III | TRUSTEE | — |
| ALEXANDER ROBERTSON | AUTHORIZED OFFICER | — |
| KELSEY FINKEL | AUTHORIZED OFFICER | — |
| CRAIG HEATLEY | TRUSTEE | — |
| CLAIRE ROBERTSON | TRUSTEE | — |
| JULIAN H ROBERTSON JR | TRUSTEE (DECEASED 08/23/2022) | — |
| JOHN HOOD - THROUGH 13120 | TRUSTEE | — |
| JOHN HOOD | TRUSTEE | — |
Grants Awarded (38 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| UNIVERSITY OF AUCKLAND | AUCKLAND | $2,562,947 | DEVELOPMENT OF A PERINATAL RESEARCH TEAM AT LIGGINS INSTITUTE | 2023 |
| UNIVERSITY OF AUCKLAND | AUCKLAND | $1,991,846 | SUPPORT FOR DEVELOPMENT OF A PERINATAL RESEARCH TEAM AT UALI | 2024 |
| THE GIFT TRUST | WELLINGTON | $1,694,466 | SUPPORT FOR THE DEVELOPMENT AND NAMING OF THE CANCER SOCIETY IN AUCKLAND | 2024 |
| UNIVERSITY OF AUCKLAND | AUCKLAND | $1,638,474 | AUCKLAND BIOENGINEERING INSTITUTE | 2022 |
| UNIVERSITY OF AUCKLAND | AUCKLAND | $1,091,824 | DEVELOPMENT OF A PERINATAL RESEARCH TEAM AT LIGGINS INSTITUTE | 2022 |
| UNIVERSITY OF AUCKLAND | AUCKLAND | $484,283 | DEVELOPMENT OF A PERINATAL RESEARCH TEAM AT LIGGINS INSTITUTE | 2022 |
| UNIVERSITY OF AUCKLAND | AUCKLAND | $465,646 | 4TH GRANT SUPPORTING AUCKLAND BIOENGINERRING INSTITUTE | 2024 |
| UNIVERSITY OF AUCKLAND | AUCKLAND | $464,526 | AUCKLAND BIOENGINEERING INSTITUTE | 2022 |
| THE SPRINGBOARD TRUST | AUCKLAND | $366,125 | EXPANDING PROGRAM OFFERINGS AT AN ACCELERATED PACE | 2022 |
| UNIVERSITY OF AUCKLAND | AUCKLAND | $355,582 | DEVELOPMENT OF A PERINATAL RESEARCH TEAM AT LIGGINS INSTITUTE | 2023 |
| THE SPRINGBOARD TRUST | AUCKLAND | $315,300 | CORE PROGRAMMING AND CONTINUTED DEVELOPMENT | 2023 |
| UNIVERSITY OF AUCKLAND | AUCKLAND | $288,668 | AUCKLAND BIOENGINEERING INSTITUTE, THREE, 4-YEAR, POSTDOCTURAL RESEARCH FELLOWSHIPS | 2022 |
| TEACH FIRST NEW ZEALAND TRUST | AUCKLAND | $256,304 | PROGRAM OPERATIONS AND IMPROVEMENTS TO ITS TEACHING QUALIFICATIONS | 2022 |
| TEACH FIRST NEW ZEALAND TRUST | AUCKLAND | $252,240 | GENERAL OPERATING SUPPORT | 2023 |
| UNIVERSITY OF AUCKLAND | AUCKLAND | $240,977 | AUCKLAND BIOENGINEERING INSTITUTE, THREE, 4-YEAR, POSTDOCTURAL RESEARCH FELLOWSHIPS | 2022 |
| UNIVERSITY OF AUCKLAND | AUCKLAND | $235,028 | CENTRE FOR BRAIN RESEARCH, THREE, 3-YEAR, POSTDOCTORAL RESEARCH FELLOWSHIPS | 2022 |
| UNIVERSITY OF AUCKLAND | AUCKLAND | $208,074 | AUCKLAND BIOENGINEERING INSTITUTE | 2023 |
| THE SPRINGBOARD TRUST | AUCKLAND | $159,202 | ENHANCE INTERNAL CAPACITY AND EXTERNAL PROGRAMMING | 2022 |
| MOTU ECONOMIC AND PUBLIC POLICY RESEARCH TRUST | WELLINGTON | $105,148 | LOW-EMISSIONS FUTURE AND FRESHWATER WORK | 2022 |
| MOTU ECONOMIC & PUBLIC POLICY RSRCH TRUST | WELLINGTON | $103,195 | LOW-EMISSIONS FUTURE AND FRESHWATER WORK | 2023 |
| MOTU ECONOMIC AND PUBLIC POLICY RESEARCH TRUST | WELLINGTON | $102,300 | LOW-EMISSIONS FUTURE AND FRESHWATER WORK | 2022 |
| THE EDUCATION HUB | AUCKLAND | $84,500 | ROLL OUT OF THE EDUCATION HUB SOCIAL ENTERPRISE SUBSCRIPTION | 2023 |
| TEACH FIRST NEW ZEALAND TRUST | AUCKLAND | $80,096 | EXPAND REACH, REFINE AND INCREASE PROGRAM | 2022 |
| UNIVERSITY OF AUCKLAND | AUCKLAND | $79,700 | CENTRE FOR BRAIN RESEARCH FUNDING THREE FELLOWSHIPS FOR POSTDOCTORAL RESEARCH | 2023 |
| UNIVERSITY OF AUCKLAND | AUCKLAND | $67,768 | CENTRE FOR BRAIN RESEARCH, THREE, 3-YEAR, POSTDOCTORAL RESEARCH FELLOWSHIPS | 2022 |