Civic Intelligence

Rockefeller Brothers Fund Inc

EIN 13-1760106 • New York, NY

View Organization Page

475 Riverside Drive 900New York, NY 10115
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.03x

Higher debt load relative to assets than 17% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.60x

Higher debt load relative to revenue than 45% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Net Margin

5th percentile

-24%

Higher net margin than 5% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Top Officer Pay

75th percentile

$1,139,497

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

$1B+ nonprofits • Source year 2024

Asset Growth

24th percentile

1.2%

Faster asset growth than 24% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

7.4%

Faster revenue growth than 39% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,418,990,015

Up $16,217,934 (+1.2%) from 2023

Liabilities

Up

$45,502,044

Up $7,756,135 (+21%) from 2023

Net Assets

$1,373,487,971

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue45th percentileNet Margin5th percentile

Revenue

Up

$76,104,004

Up $5,256,179 (+7.4%) from 2023

Expenses

Up

$94,125,890

Up $5,350,015 (+6.0%) from 2023

Net Income

Down

-$18,021,886

Down $93,836 (-0.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0B$1.5B$1.0B$500M$0Assets 2011: $751,804,582Liabilities 2011: $19,076,8342011Assets 2012: $800,956,943Liabilities 2012: $22,283,5892012Assets 2013: $870,572,218Liabilities 2013: $21,202,1742013Assets 2014: $885,380,360Liabilities 2014: $21,929,2702014Assets 2015: $859,466,256Liabilities 2015: $24,065,0762015Assets 2019: $1,296,117,807Liabilities 2019: $32,618,1992019Assets 2020: $1,460,297,611Liabilities 2020: $40,131,339Net Assets 2020: $1,420,166,2722020Assets 2021: $1,654,004,790Liabilities 2021: $47,734,925Net Assets 2021: $1,606,269,8652021Assets 2022: $1,351,225,045Liabilities 2022: $38,362,885Net Assets 2022: $1,312,862,1602022Assets 2023: $1,402,772,081Liabilities 2023: $37,745,9092023Assets 2024: $1,418,990,015Liabilities 2024: $45,502,044Net Assets 2024: $1,373,487,9712024

Highlighted filing

2024

Assets$1,418,990,015
Liabilities$45,502,044
Net Assets$1,373,487,971
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MRevenue 2011: $9,598,720Expenses 2011: $49,511,280Net Income 2011: -$39,912,5602011Revenue 2012: $19,934,262Expenses 2012: $50,370,995Net Income 2012: -$30,436,7332012Revenue 2013: $145,085,287Expenses 2013: $49,743,372Net Income 2013: $95,341,9152013Revenue 2014: $103,303,579Expenses 2014: $50,057,913Net Income 2014: $53,245,6662014Revenue 2015: $14,599,535Expenses 2015: $54,704,441Net Income 2015: -$40,104,9062015Revenue 2019: $26,314,802Expenses 2019: $64,387,452Net Income 2019: -$38,072,6502019Revenue 2020: $46,026,041Expenses 2020: $80,478,299Net Income 2020: -$34,452,2582020Revenue 2021: $94,665,303Expenses 2021: $90,363,116Net Income 2021: $4,302,1872021Revenue 2022: $57,831,657Expenses 2022: $98,818,511Net Income 2022: -$40,986,8542022Revenue 2023: $70,847,825Expenses 2023: $88,775,875Net Income 2023: -$17,928,0502023Revenue 2024: $76,104,004Expenses 2024: $94,125,890Net Income 2024: -$18,021,8862024

Highlighted filing

2024

Revenue$76,104,004
Expenses$94,125,890
Net Income-$18,021,886
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,418,990,015
Liabilities
$45,502,044
Net assets
$1,373,487,971
Revenue
$76,104,004
Expenses
$94,125,890
Net income
-$18,021,886
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,419$45.5$1,373$76.1$94.1$18.0
2023Detailed filing. Detailed filing data is available for this year.$1,403$37.7$70.8$88.8$17.9
2022Detailed filing. Detailed filing data is available for this year.$1,351$38.4$1,313$57.8$98.8$41.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,654$47.7$1,606$94.7$90.4$4.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,460$40.1$1,420$46.0$80.5$34.5
2019Summary only. Only limited summary data is available for this year.$1,296$32.6$26.3$64.4$38.1
2015Summary only. Only limited summary data is available for this year.$859$24.1$14.6$54.7$40.1
2014Summary only. Only limited summary data is available for this year.$885$21.9$103$50.1$53.2
2013Summary only. Only limited summary data is available for this year.$871$21.2$145$49.7$95.3
2012Summary only. Only limited summary data is available for this year.$801$22.3$19.9$50.4$30.4
2011Summary only. Only limited summary data is available for this year.$752$19.1$9.60$49.5$39.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN B HEINTZTrustee, President & CEOFT$1,029,550$109,947$1,139,497
GERALDINE F WATSONEvp, Finance, Operations & PocanticoFT$484,043$96,640$580,683
ELIZABETH C CAMPBELLExecutive VP, Programs& CommunicationsFT$484,043$68,223$552,266
JUDY A CLARKEd- Pocantico CTR. (Until 12/31/2024)FT$391,196$75,034$466,230
NANCY L MUIRHEADCounsel & Corporate SecretaryFT$346,587$94,248$440,835
MARK ADIEDOCulture/Chief Diversity OfficerFT$346,480$88,058$434,538
DAVID ROCKEFELLER JRTrustee (Until October 23, 2024)-$0--
JUSTIN ROCKEFELLERTrustee-$0--
MIRANDA M KAISERTrustee-$0--
AYAD AKHTARTrustee-$0--
JOSEPH PIERSONTrustee, ChairPT$0--
WILLIAM LEETrustee-$0--
PETER O'NEILLTrustee (Until October 23, 2024)-$0--
JENNIFER NOLANTrustee-$0--
HEATHER MCGHEETrustee-$0--
WYATT ROCKEFELLERTrustee-$0--
MICHAEL QUATTRONETrustee-$0--
FEDERICA MOGHERINITrustee-$0--
THEODORE SPENCERTrustee-$0--
PETER BEINARTTrustee-$0--
MARIA TERESA KUMARTrustee-$0--
ROBIN STRAWBRIDGETrustee-$0--
HENRY TIMMSTrustee (Resigned April, 2024)-$0--
JANAI NELSONTrustee (Effective February 12, 2024)-$0--
CARLOS ALVARADOTrustee (Effective February 12, 2024)-$0--
RANDA SLIMTrustee (Effective October 23, 2024)-$0--
Filing and Contact Details

Filer

Filer Name
Rockefeller Brothers Fund Inc
EIN
13-1760106
Phone
2128124200
Address
475 RIVERSIDE DRIVE 900, NEW YORK, NY 10115

Signing Officer

Name
Stephen B Heintz
Title
President & CEO
Phone
9143818900
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
500 MAMARONECK AVENUE SUITE 301, HARRISON, NY 10528-1633
Preparer
Joseph L Ali CPA
Phone
9143818900
Raw XML AppendixShowing 400 of 13,971 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt152024-12-13
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0FOR ITS GREEN DEVELOPMENT INVESTMENT AND FINANCE PARTNERSHIP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1FOR ITS CONSTELLATING PEACE 2 PROCESS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2FOR ITS CONSTELLATING PEACE 2 PROCESS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3FOR ITS COLLABORATIVE FUNDING INITIATIVE TO STRENGTHEN CENTRAL AMERICAN CIVIL SOCIETY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4FOR ITS COLLABORATIVE FUNDING INITIATIVE TO STRENGTHEN CENTRAL AMERICAN CIVIL SOCIETY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5FOR ITS PROJECT ON STRENGTHENING EFFORTS AGAINST CORRUPTION IN CENTRAL AMERICA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6FOR GENERAL SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7FOR ITS 2024 STATE OF THE REGION REPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8FOR ITS 2024 STATE OF THE REGION REPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9FOR ITS CHARITABLE PROJECT CLIMATE JUSTICE, LAND, AND HUMAN RIGHTS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10FOR ENHANCING THE CAPACITY OF EMERGENT PHILANTHROPY IN ASIA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt11FOR ITS BUILDING DECARBONIZATION IN-A-BOX IMPLEMENTATION & STORYTELLING PROJECT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt12FOR ITS PROGRAM FISH FOREVER
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt13FOR GENERAL SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt14FOR GENERAL SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt15FOR ITS FAITH AND PHILANTHROPY PROJECT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt040 TWIN PONDS DRIVE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt140 TWIN PONDS DRIVE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt22025 M STREET NW
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt3930 KEHRS MILL ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt49292 WEST KL AVENUE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0FALMOUTH
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1FALMOUTH
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2WASHINGTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3BALLWIN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm4KALAMAZOO
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd2DC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd3MO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd4MI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd004105
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd449009
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII, LINE 1, COLUMN (C), COMPENSATION
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART XII, LINE 7
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART XIV
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3PART II, LINES 10A, B, C AND 13
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc4PART VIII-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DISTRIBUTIONS OUT OF CORPUS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1MISSION-ALIGNED-INVESTING
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ALL REPORTED COMPENSATION AMOUNTS INCLUDE SALARY, FEES, BONUSES, AND SEVERANCE PAYMENTS RECEIVED BY EACH INDIVIDUAL LISTED, AS WELL AS CURRENT YEAR PAYMENTS OF AMOUNTS REPORTED OR REPORTABLE AS DEFERRED COMPENSATION IN CURRENT OR PRIOR YEARS. AS A RESULT, THE AMOUNT REPORTED IN TOTAL ON PART VII, LINE 1 MAY DIFFER FROM THE AMOUNT REPORTED ON PART I, LINE 13, COLUMN (A) WHICH WOULD NOT INCLUDE DEFERRED COMPENSATION REFLECTED PER BOOKS IN PRIOR YEARS.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE FOUNDATION RECEIVED CONTRIBUTIONS FROM OTHER PRIVATE FOUNDATIONS WHICH IT EXPENSED OR REDISTRIBUTED. IN ACCORDANCE WITH IRS REG. 53-4942(A)-3(D) THE FOUNDATION IS ELECTING TO TREAT $1,833,430 NOT AS A QUALIFYING DISTRIBUTION BUT AS A DISTRIBUTION OUT OF CORPUS.PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS:TAX YEAR AMOUNT 2020 $1,833,430
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2PART XIV, LINE 2AROCKEFELLER BROTHERS FUND475 RIVERSIDE DRIVE #900NEW YORK, NY 10115WWW.RBF.ORG/GRANTS/FOR-GRANT-SEEKERS. PART XIV, LINE 2BTHE ONLINE GRANT INQUIRY IS THE STARTING POINT FOR APPLYING FOR A GRANT FROM THE ROCKEFELLER BROTHERS FUND. PROSPECTIVE APPLICANTS MAY SUBMIT AN ONLINE GRANT INQUIRY AT WWW.RBF.ORG/GRANTS/FOR-GRANT-SEEKERS. STAFF REVIEW EACH INQUIRY FOR FIT WITHIN CURRENT PROGRAM GUIDELINES, FUNDING PRIORITIES, AND BUDGET CONSTRAINTS. IF STAFF ARE CONSIDERING A GRANT, THEY WILL CONTACT THE APPLICANT FOR ADDITIONAL INFORMATION, INCLUDING A DETAILED PROPOSAL. APPLICANTS SHOULD NOT SEND A FULL PROPOSAL UNLESS REQUESTED TO DO SO BY RBF STAFF.IF A GRANT IS APPROVED, GRANTEES WILL RECEIVE AN AGREEMENT LETTER FROM THE RBF OUTLINING THE TERMS OF THE GRANT, INCLUDING THE EXPECTED REPORTING REQUIREMENTS AND PAYMENT SCHEDULE. THE FIRST PAYMENT ON THE GRANT IS GENERALLY ISSUED UPON RETURN OF THE COUNTERSIGNED AGREEMENT LETTER.RBF STAFF MEMBERS MONITOR EACH GRANT THROUGHOUT ITS LIFE CYCLE. EACH GRANTEE IS REQUIRED TO SUBMIT NARRATIVE AND FINANCIAL REPORTS AT SPECIFIED INTERVALS DURING THE GRANT, AS WELL AS AT ITS CONCLUSION. PART XIV, LINE 2CAPPLICATIONS FOR FUNDING ARE CONSIDERED THROUGHOUT THE YEAR. THE REVIEW PROCESS MAY TAKE UP TO THREE MONTHS FROM THE TIME THE INQUIRY IS RECEIVED.PART XIV, LINE 2DFOUNDED IN 1940, THE ROCKEFELLER BROTHERS FUND ADVANCES SOCIAL CHANGE THAT CONTRIBUTES TO A MORE JUST, SUSTAINABLE, AND PEACEFUL WORLD. THE FUND'S GRANTMAKING IS ORGANIZED AROUND THREE GLOBAL THEMATIC PROGRAMS DEMOCRATIC PRACTICE, SUSTAINABLE DEVELOPMENT, AND PEACE BUILDING AND THREE PIVOTAL PLACE PROGRAMS THAT ADDRESS THESE THEMES IN SPECIFIC CONTEXTS: CHINA, THE WESTERN BALKANS, AND CENTRAL AMERICA. THE CHARLES E. CULPEPER ARTS & CULTURE PROGRAM NURTURES A VIBRANT AND INCLUSIVE ARTS COMMUNITY IN THE FUND'S HOME CITY OF NEW YORK.DEMOCRATIC PRACTICE PROGRAM GOALS: ADVANCE A VIBRANT AND INCLUSIVE DEMOCRACY IN THE UNITED STATES AND ADVANCE TRANSBORDER DEMOCRATIC PRACTICES FOR SOCIAL AND ENVIRONMENTAL JUSTICE.SUSTAINABLE DEVELOPMENT PROGRAM GOAL: ADVANCE SOLUTIONS TO CLIMATE CHANGE.PEACEBUILDING PROGRAM GOAL: ADVANCE JUST AND DURABLE PEACE.PIVOTAL PLACE: CHINA PROGRAM GOAL: ADVANCE HEALTHY AND LOW-CARBON DEVELOPMENT.PIVOTAL PLACE: WESTERN BALKANS GOAL: ADVANCE A PEACEFUL, DEMOCRATIC, AND EUROPEAN WESTERN BALKANS. PIVOTAL PLACE: CENTRAL AMERICA PROGRAM GOAL: ADVANCE A DEMOCRATIC, INCLUSIVE, AND SUSTAINABLE CENTRAL AMERICA. CULPEPER ARTS & CULTURE PROGRAM GOAL: SUPPORT A VIBRANT AND INCLUSIVE ARTS COMMUNITY IN NEW YORK CITY.ROCKEFELLER BROTHERS FUND STAFF ARE HIGHLY ENGAGED IN THE FIELDS IN WHICH THEY PROVIDE SUPPORT. STAFF MEMBERS ACTIVELY IDENTIFY ORGANIZATIONS THAT ARE WELL-POSITIONED TO MEET PROGRAMMATIC GOALS. WHILE THE FUND REMAINS OPEN TO UNSOLICITED REQUESTS, APPLICANTS SHOULD BE AWARE THAT THE LIKELIHOOD OF AN UNSOLICITED REQUEST BECOMING A GRANT IS LOW. THE RBF AWARDS A LIMITED NUMBER OF PHILANTHROPIC STEWARDSHIP AND SPECIAL OPPORTUNITIES GRANTS THAT SUPPORT NONPROFIT INFRASTRUCTURE ORGANIZATIONS AND HELP TO FURTHER THE FUND'S MISSION. TO BE ELIGIBLE FOR A GRANT, ORGANIZATIONS SHOULD BE CONSIDERED TAX-EXEMPT OR SEEKING SUPPORT FOR A PROJECT THAT WOULD QUALIFY AS EDUCATIONAL OR CHARITABLE. PLEASE SEE WHAT WE DO NOT FUND AT WWW.RBF.ORG/GRANTS/FOR-GRANT-SEEKERS.THE ROCKEFELLER BROTHERS FUND WEBSITE PROVIDES ADDITIONAL DETAILS ON ELIGIBILITY, GUIDELINES, AND THE APPLICATION PROCESS. WWW.RBF.ORG
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3GIVEN THE ENORMOUS AND COMPLEX CHALLENGES FACING TODAY'S INCREASINGLY INTERDEPENDENT WORLD, THE FUND HAS WORKED OVER THE LAST DECADE TO LEVERAGE APPROXIMATELY 95 PERCENT OF ITS FINANCIAL PORTFOLIO TO ADVANCE ITS MISSION TO HELP BUILD A MORE JUST, SUSTAINABLE, AND PEACEFUL WORLD THROUGH MISSION-ALIGNED INVESTING. A RIGOROUS INVESTMENT POLICY ENABLES THE FUND TO ACHIEVE ITS LONG-TERM FINANCIAL OBJECTIVES WHILE ALIGNING ITS INVESTMENTS WITH ITS PROGRAMMATIC PRIORITIES.ROCKEFELLER BROTHERS FUND'S WEBSITE PROVIDES ADDITIONAL DETAILS ON ITS MISSION ALIGNED INVESTING EFFORTS: HTTPS://WWW.RBF.ORG/MISSION-ALIGNED-INVESTING/FINANCE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt4ROCKEFELLER BROTHERS FUND'S WEBSITE PROVIDES ADDITIONAL DETAILS ON THE FUND'S CHARITABLE ACTIVITES: HTTPS://WWW.RBF.ORG INCLUDING WWW.RBF.ORG/ABOUT/TRANSPARENCY/ANNUAL-REVIEWS FOR ITS ANNUAL REVIEW.
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