2025-09-17T10:26:27-05:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2024-01-01 043691620 ROCKEFELLER FOUNDATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION ROCK 2128528220 420 FIFTH AVENUE NEW YORK NY 100182702 KEITH OLSON TREASURER 2128528220 2025-09-17 1 1 DANIEL ROMANO P00504182 2125990100 2024 2025-03-06 01:10:19Z KEITH OLSON 420 FIFTH AVENUE NEW YORK NY 100182702 89755 0 X N/A X 2002 NY TO FUND WELFARE AND MEDICAL BENEFITS, INCLUDING PREMIUMS, UNDER PLANS (CONTINUED ON SCH. O) MAINTAINED BY THE ROCKEFELLER FOUNDATION (THE SPONSORING ORGANIZATION OF VEBA TRUST), FOR ITS EMPLOYEES, RETIREES, AND THEIR ELIGIBLE DEPENDENTS. 1 0 0 0 0 0 0 0 0 0 83705 89755 0 0 83705 89755 0 0 0 0 8709 10292 0 0 0 0 0 8709 10292 74996 79463 1750656 1830119 0 0 1750656 1830119 X SEE SCHEDULE OTHE ROCKEFELLER FOUNDATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION IS A IRC SECTION 501(C)(9) VEBA TRUST WHOSE PRIMARY PURPOSE IS TO FUND WELFARE AND MEDICAL BENEFITS, INCLUDING PREMIUMS, UNDER PLANS MAINTAINED BY THE ROCKEFELLER FOUNDATION (THE SPONSORING ORGANIZATION OF VEBA TRUST), FOR ITS EMPLOYEES, RETIREES, AND THEIR ELIGIBLE DEPENDENTS.FORM 990, PART VI, SECTION A, LINE 6:THE SOLE MEMBER OF THE VEBA, BANK OF NEW YORK MELLON, ACTS AS INSTITUTIONAL TRUSTEE. 0 0 TO FUND WELFARE AND MEDICAL BENEFITS, INCLUDING PREMIUMS, UNDER PLANS MAINTAINED BY THE ROCKEFELLER FOUNDATION (THE SPONSORING ORGANIZATION OF VEBA TRUST), FOR ITS EMPLOYEES, RETIREES, AND THEIR ELIGIBLE DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 1 1 1 1 0 1 1 1 1 1 1 0 0 0 X THE BANK OF NEW YORK MELLON 4122341091 500 GRANT STREET RM 4040 PITTSBURGH PA 15228 X THE BANK OF NEW YORK MELLON TRUSTEE 2.00 0.00 X 10292 1283572 0 10292 1283572 0 0 0 0 0 0 89755 89755 89755 0 0 89755 10292 10292 1742892 1823308 7764 6811 1750656 1830119 0 0 X 1750656 1830119 0 0 0 0 1750656 1830119 1750656 1830119 79463 0 X 0 0 0 FORM 990, PART VI, SECTION A, LINE 7B 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, 500 GRANT STREET RM 4040, PITTSBURGH PA 15228 TELEPHONE NO. (412) 234-1091 FORM 990, PART VI, SECTION B, LINE 11B 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. FORM 990, PART VI, SECTION B, LINE 12C 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. FORM 990, PART VI, SECTION C, LINE 19 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. FORM 990, PART VII, SECTION A, LINE 1 COLUMN D & E AND PART IX, LINE 5: THE BANK OF NEW YORK MELLON WAS COMPENSATED $10,292 AS AN INSTITUTIONAL TRUSTEE OF THE RF VEBA. ADDITIONALLY, THE BANK OF NEW YORK MELLON WAS COMPENSATED $1,283,572 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. THE ROCKEFELLER FOUNDATION 420 FIFTH AVE NEW YORK NY 10018 131659629 TO PROMOTE THE WELL-BEING OF HUMANITY AROUND THE WORLD NY 501(C)(3) PF N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0