ROCKEFELLER FAMILY FUND INC Charity Report

Public IRS 990 nonprofit record

ROCKEFELLER FAMILY FUND INC

EIN 13-6257658 · Philanthropy, Voluntarism & Grantmaking Foundations (T900)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $95.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders25 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

92.15%of revenue went to mission work95.8% of expenses · Program services

0.56%of revenue went to fundraising0.6% of expenses

$96.17spent for every $100 of revenueRevenue covered expenses this year.

3.47%of revenue went to management and office costs3.6% of expenses

$4.50in assets for every $1 spent this yearSome assets cannot be spent right away.

97.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $849,232 for LEE H WASSERMAN (DIRECTOR & SECRETARY). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$50,100,215

Mission workProgram services$46,165,57892.15% of revenue95.8% of expenses

ManagementOffice and general costs$1,737,8383.47% of revenue3.6% of expenses

FundraisingAsking for donations$278,8080.56% of revenue0.6% of expenses

Revenue left after expensesReported annual surplus$1,917,9913.83% of revenueShown in gray on the chart

Total expenses$48,182,22496.17% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 95.8% mission · 3.6% management · 0.6% fundraisingTotal expenses: 96.17% of revenue

2023Expense mix: 92.5% mission · 6.9% management · 0.6% fundraisingTotal expenses: 57.18% of revenue

2022Expense mix: 94.9% mission · 4.6% management · 0.5% fundraisingTotal expenses: 333.88% of revenue

2021Expense mix: 94.9% mission · 4.6% management · 0.4% fundraisingTotal expenses: 56.94% of revenue

2020Expense mix: 94.3% mission · 5.0% management · 0.7% fundraisingTotal expenses: 77.16% of revenue

Money in and money out

Revenue$50,100,215

Expenses$48,182,224

Annual surplus $1,917,991 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$46,165,578 · 95.8% of expenses

Management and office costs$1,737,838 · 3.6% of expenses

Fundraising$278,808 · 0.6% of expenses

See all reported dollar amounts

Revenue$50,100,215

Expenses$48,182,224

Assets$216,778,910

Income$154,680,860

Contributions$48,761,863

Mission work (program services)$46,165,578

Fundraising$278,808

Grants given$136,435,090

Average grant$116,911

Management and general$1,737,838

Executive compensation (total)$2,058,218

Stocks and bonds$20,566,547

Accounting fees$86,390

Investing fees$732,989

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LEE H WASSERMANDIRECTOR & SECRETARY · 50 hrs/week $849,232Base $732,005 · Other $117,227

JULIE FERNANDESASSOC. DIR. FOR DEMOCRACY · 40 hrs/week $383,297Base $288,483 · Other $94,814

SARAH A BRENNANASSOC. DIR. FOR OIL AND GAS · 40 hrs/week $355,392Base $284,157 · Other $71,235

LISA GUIDEASSOCIATE DIRECTOR · 32 hrs/week $332,270Base $260,776 · Other $71,494

BAKEYAH NELSONSENIOR ADVISOR · 40 hrs/week $301,864Base $234,723 · Other $67,141

CHRISTOPHER M MEYERSENIOR ADVISOR · 40 hrs/week $258,505Base $231,968 · Other $26,537

SARAH L THOMASSENIOR ADVISOR · 40 hrs/week $251,602Base $228,563 · Other $23,039

LAMIN CEESAYTREASURER · 22 hrs/week $139,664Base $94,010 · Other $45,654

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (25)

LEE H WASSERMANDIRECTOR & SECRETARY

JULIE FERNANDESASSOC. DIR. FOR DEMOCRACY

SARAH A BRENNANASSOC. DIR. FOR OIL AND GAS

LISA GUIDEASSOCIATE DIRECTOR

BAKEYAH NELSONSENIOR ADVISOR

CHRISTOPHER M MEYERSENIOR ADVISOR

SARAH L THOMASSENIOR ADVISOR

LAMIN CEESAYTREASURER

WENDY GORDONTRUSTEE

ALEJANDRO FOUNGTRUSTEE

VALERIE ROCKEFELLERTRUSTEE

TARA ROCKEFELLERVICE PRESIDENT/TRUSTEE

PHEBE PIERSONTRUSTEE

PETER GILL CASEVICE PRESIDENT/TRUSTEE

NEVA GOODWINVICE PRESIDENT/TRUSTEE

NAOMI WALETZKYTRUSTEE

MIRANDA KAISERPRESIDENT/TRUSTEE

MICHAEL LAMBERTTRUSTEE

LUCIA GILL CASEVICE PRESIDENT/TRUSTEE

LILY ROCKEFELLERTRUSTEE

LIAM DRURY-WANGVICE PRESIDENT/TRUSTEE

FRAN SUSSNER RODGERSTRUSTEE

ELIZA ROCKEFELLERTRUSTEE

CELENA WANGTRUSTEE

ANNA WIENERTRUSTEE

About this charity

Recognized since: January 1968
Location: 475 RIVERSIDE DR RM 900, NEW YORK, NY 10115-0066
County: New York
In care of: LEE WASSERMAN
Primary officer: LEE WASSERMAN, DIRECTOR & SECRETARY

How to reach them

WebsiteVisit the charity’s website Emailinfo@rffund.org Phone(212) 812-4252

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: PKF OCONNOR DAVIES ADVISORY LLC
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T900)
IRS tax category: Grantmaking Foundations
Grant-giving organization: Yes