Rockefeller Foundation Voluntary Employee Beneficiary Association

“The rockefeller foundation has established a benefit plan committee that has oversight and governing authority over certain compliance and decision-making matters related to the rockefeller foundation veba trust. Form 990, part vi section a line 9: the bank of new york mellon, 135 santilli highway no. 026-0313, everett, ma 02149 telephone no. (617) 382-1127”

“The trust's form 990 is prepared by the financial department of the rockefeller foundation, a sponsoring organization of the trust, in conjunction with its external third party tax consultants and legal counsel. Upon completion, the form 990 is reviewed by the institutional trustee, as well as by the trusts sponsor benefits committee.”

“The rockefeller foundation veba trust operates under the conflict of interest policy of its sponsor, the rockefeller foundation. Form 990, part vi, section b, line 13 & 14: the rockefeller foundation veba trust operates under the whistleblower and documentation retention policies of its sponsor, the rockefeller foundation.”

“The rockefeller foundation veba trust is not required to make available for public inspection its governance documents, conflict of interest policy, and financial information. The trust agreement is available upon request.”

“The bank of new york mellon was compensated $8,709 as an institutional trustee of the rf veba. Additionally, the bank of new york mellon was compensated $1,012,041 for providing investment custodial services to the rockefeller foundation, a sponsoring organization of rf veba. The payment was unrelated to any trustee services provided to the rf veba that were billed separately.”

“A cash transfer to fund the meritain health reimbursement account for international retirees, a medical benefit program for eligible participants -40,000.”