Nonprofit · EIN 04-3691620
ROCKEFELLER FDN VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TR
Tax-exempt · NEW YORK, NY 10018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $75,658 | $5,542 | $70,116 | $1,900,235 | $0 | $1,900,235 |
| December 31, 2024 | 990 | $89,755 | $10,292 | $79,463 | $1,830,119 | $0 | $1,830,119 |
| December 31, 2023 | 990 | $83,705 | $8,709 | $74,996 | $1,750,656 | $0 | $1,750,656 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $75,658
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $5,542
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $1,830,119
- Total assets, end of year
- $1,900,235
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,900,235
- Gross receipts
- $75,658
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2002
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | TRUSTEE Institutional trustee | 2 | $5,542 | $1,299,807 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | TRUSTEE Institutional trustee | 2 | $10,292 | $1,283,572 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | TRUSTEE Institutional trustee | 2 | $8,709 | $1,012,041 |
Address and contacts
- Address (IRS master file)
- 420 FIFTH AVENUE, NEW YORK, NY 10018-2729
- In care of
- % THE ROCKEFELLER FOUNDATION
- Principal officer (990 for 2025)
- KEITH OLSON, 420 FIFTH AVENUE, NEW YORK, NY 100182702
- Signed the 990
- CAROL SIBLEY BY BANK OF NY MELLON, SOLEY IN CAPACITY AS TRUSTEE
- Phone
- (212) 852-8220
- Return prepared by
- GRANT THORNTON ADVISORS LLC
Mission
SEE SCHEDULE OTHE ROCKEFELLER FOUNDATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION IS AN 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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3691620
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,900,235
- Income (IRS master file)
- $75,658
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $75,658 | $5,542 | $1,900,235 | XML |
| 990 | December 2024 | $89,755 | $10,292 | $1,830,119 | XML |
| 990 | December 2023 | $83,705 | $8,709 | $1,750,656 | XML |
| 990 | December 2022 | $24,072 | $8,708 | $1,715,660 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3691620).
Questions about ROCKEFELLER FDN VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TR
- What is the EIN of ROCKEFELLER FDN VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TR?
- The employer identification number (EIN) of ROCKEFELLER FDN VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TR is 04-3691620.
- Is ROCKEFELLER FDN VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
- Are donations to ROCKEFELLER FDN VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROCKEFELLER FDN VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROCKEFELLER FDN VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROCKEFELLER FDN VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ROCKEFELLER FDN VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TR?
- The 990 for the year ended December 31, 2025 names KEITH OLSON.
- Who are the officers and directors of ROCKEFELLER FDN VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TR?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,542 (THE BANK OF NEW YORK MELLON, TRUSTEE).
- How much revenue does ROCKEFELLER FDN VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $75,658, expenses of $5,542 and total assets of $1,900,235 at year end.
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