Civic Intelligence

Rockefeller Family Fund Inc.

990T • Fiscal year 2021 • EIN 13-6257658

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileWWW.RFFUND.ORG

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475 Riverside Drive 900New York, NY 10115

(212) 812-4252

Siviq Scores

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Balance Sheet

Assets

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No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2010: $93,919,144Liabilities 2010: $1,701,150Net Assets 2010: $92,217,9942010Assets 2011: $92,753,720Liabilities 2011: $2,501,772Net Assets 2011: $90,251,9482011Assets 2012: $97,177,394Liabilities 2012: $2,275,784Net Assets 2012: $94,901,6102012Assets 2013: $107,084,925Liabilities 2013: $2,801,406Net Assets 2013: $104,283,5192013Assets 2014: $106,971,028Liabilities 2014: $3,798,385Net Assets 2014: $103,172,6432014Assets 2015: $94,925,016Liabilities 2015: $3,835,965Net Assets 2015: $91,089,0512015Assets 2016: $103,519,462Liabilities 2016: $5,636,786Net Assets 2016: $97,882,6762016Assets 2017: $127,093,829Liabilities 2017: $4,966,899Net Assets 2017: $122,126,9302017Assets 2018: $133,238,312Liabilities 2018: $4,350,786Net Assets 2018: $128,887,5262018Assets 2019: $159,642,160Liabilities 2019: $6,146,827Net Assets 2019: $153,495,3332019Assets 2020: $156,631,848Liabilities 2020: $5,978,978Net Assets 2020: $150,652,8702020Assets 2021: $175,072,856Liabilities 2021: $5,643,339Net Assets 2021: $169,429,5172021Assets 2022: $138,586,920Liabilities 2022: $4,236,199Net Assets 2022: $134,350,7212022Assets 2023: $200,315,945Liabilities 2023: $4,157,206Net Assets 2023: $196,158,7392023Assets 2024: $216,778,910Liabilities 2024: $5,464,615Net Assets 2024: $211,314,2952024

Latest loaded filing

2024

Assets$216,778,910
Liabilities$5,464,615
Net Assets$211,314,295
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MRevenue 2010: $6,910,053Expenses 2010: $19,685,067Net Income 2010: -$12,775,0142010Revenue 2011: $15,600,187Expenses 2011: $18,191,304Net Income 2011: -$2,591,1172011Revenue 2012: $14,669,527Expenses 2012: $16,511,968Net Income 2012: -$1,842,4412012Revenue 2013: $19,748,624Expenses 2013: $14,423,010Net Income 2013: $5,325,6142013Revenue 2014: $20,502,347Expenses 2014: $18,472,564Net Income 2014: $2,029,7832014Revenue 2015: $15,451,576Expenses 2015: $20,869,982Net Income 2015: -$5,418,4062015Revenue 2016: $19,972,669Expenses 2016: $19,056,804Net Income 2016: $915,8652016Revenue 2017: $38,367,196Expenses 2017: $18,190,088Net Income 2017: $20,177,1082017Revenue 2018: $35,813,481Expenses 2018: $22,406,646Net Income 2018: $13,406,8352018Revenue 2019: $39,923,508Expenses 2019: $26,334,002Net Income 2019: $13,589,5062019Revenue 2020: $43,772,368Expenses 2020: $33,772,718Net Income 2020: $9,999,6502020Revenue 2021: $59,624,056Expenses 2021: $33,949,094Net Income 2021: $25,674,9622021Revenue 2022: $10,317,568Expenses 2022: $34,448,035Net Income 2022: -$24,130,4672022Revenue 2023: $60,388,887Expenses 2023: $34,529,691Net Income 2023: $25,859,1962023Revenue 2024: $50,100,215Expenses 2024: $48,182,224Net Income 2024: $1,917,9912024

Latest loaded filing

2024

Revenue$50,100,215
Expenses$48,182,224
Net Income$1,917,991
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.3
Mission and Program Overview

Mission

Rockefeller family fund is a u.s. Based, family-led public charity that initiates, cultivates, and funds strategic efforts to promote a sustainable, just, free, and participatory society.

Filing and Contact Details

Filer

Filer Name
Rockefeller Family Fund Inc
EIN
13-6257658
Phone
2128124252
Address
475 RIVERSIDE DRIVE 900, NEW YORK, NY 10115

Signing Officer

Name
Lee Wasserman
Title
Director & Secretary
Phone
2128124252
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Eva Mruk
Phone
2122862600
Raw XML Appendix118 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt027199
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt011126
IRS1120ScheduleD/Form4797GainOrLossAmt0166
IRS1120ScheduleD/NetCapitalGainAmt016073
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt016073
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt011126
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt015907
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt011126
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt015741
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt143
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2123
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0STRATEGIC PRIVATE EQUITY FUND III, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1STRATEGIC PRIVATE EQUITY FUND V, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2PFM HEALTHCARE FUND, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt015907
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt16125
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-493
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt35493
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0STRATEGIC PRIVATE EQUITY FUND III, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1STRATEGIC PRIVATE EQUITY FUND V, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2PFM HEALTHCARE FUND, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3AZORA ONSHORE FUND LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt011126
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AmendedReturnInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt0133547
IRS990T/BooksInCareOfDetail/PersonNm0ANDREA LAWYER TREASURER
IRS990T/BooksInCareOfDetail/PhoneNum02128124252
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0475 RIVERSIDE DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd010115
IRS990T/BookValueAssetsEOYAmt0175072856
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt052197
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/CapitalGainNetIncomeAmt027199
IRS990TScheduleA/InterestDeductionAmt019026
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt017059
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0250
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt036335
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0358
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-59
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt027498
IRS990TScheduleA/TotUnrltTrdBusIncmAmt027498
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN LIMITED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-8837
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-8837
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE WASSERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR & SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02128124252
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKEFELLER FAMILY FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0136257658
ReturnHeader/Filer/PhoneNum02128124252
ReturnHeader/Filer/USAddress/AddressLine1Txt0475 RIVERSIDE DRIVE 900
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271728945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0245 PARK AVENUE 12TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010167
ReturnHeader/PreparerPersonGrp/PhoneNum02122862600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EVA MRUK
ReturnHeader/ReturnTs02023-01-24T09:25:12-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WASSERMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
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Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$217$5.46$211$50.1$48.2$1.92
2023Summary only. Only limited summary data is available for this year.$200$4.16$196$60.4$34.5$25.9
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$139$4.24$134$10.3$34.4$24.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$175$5.64$169$59.6$33.9$25.7
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$157$5.98$151$43.8$33.8$10.00
2019Summary only. Only limited summary data is available for this year.$160$6.15$153$39.9$26.3$13.6
2018Summary only. Only limited summary data is available for this year.$133$4.35$129$35.8$22.4$13.4
2017Summary only. Only limited summary data is available for this year.$127$4.97$122$38.4$18.2$20.2
2016Summary only. Only limited summary data is available for this year.$104$5.64$97.9$20.0$19.1$0.92
2015Summary only. Only limited summary data is available for this year.$94.9$3.84$91.1$15.5$20.9$5.42
2014Summary only. Only limited summary data is available for this year.$107$3.80$103$20.5$18.5$2.03
2013Summary only. Only limited summary data is available for this year.$107$2.80$104$19.7$14.4$5.33
2012Summary only. Only limited summary data is available for this year.$97.2$2.28$94.9$14.7$16.5$1.84
2011Summary only. Only limited summary data is available for this year.$92.8$2.50$90.3$15.6$18.2$2.59
2010Summary only. Only limited summary data is available for this year.$93.9$1.70$92.2$6.91$19.7$12.8