Nonprofit · EIN 13-1760106
ROCKEFELLER BROTHERS FUND INC
Tax-exempt · NEW YORK, NY 10115
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $76,104,004 | $94,125,890 | -$18,021,886 | $1,418,990,015 | $45,502,044 | $1,373,487,971 |
| December 31, 2023 | 990-PF | $70,847,825 | $88,775,875 | -$17,928,050 | $1,402,772,081 | $37,745,909 | $1,365,026,172 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $232,085
- Dividends
- $7,230,165
- Interest
- $1,845
- Net gain from sales of assets
- $67,533,709
- Other income
- $1,106,200
Expenses
- Grants and similar amounts paid
- $61,424,824
- Compensation of officers, directors and key employees
- $2,878,289
- Salaries, compensation and benefits (total)
- $5,678,734
- Disbursements for charitable purposes
- $82,462,477
- Excise tax on investment income
- $1,127,797
Balance sheet and other
- Total assets, start of year
- $1,402,772,081
- Total assets, end of year
- $1,418,990,015
- Total liabilities, end of year
- $45,502,044
- Net assets, end of year
- $1,373,487,971
- Fair market value of assets
- $1,418,990,015
- Qualifying distributions
- $88,073,796
- Net investment income
- $99,165,650
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHEN B HEINTZ 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE, PRESIDENT & CEO | 45 | $1,029,550 | $102,693 |
| ELIZABETH C CAMPBELL 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | EXECUTIVE VP, PROGRAMS& COMMUNICATIONS | 45 | $484,043 | $62,647 |
| GERALDINE F WATSON 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | EVP, FINANCE, OPERATIONS & POCANTICO | 45 | $484,043 | $91,090 |
| JUDY A CLARK 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | ED- POCANTICO CTR. (UNTIL 12/31/2024) | 45 | $391,196 | $70,287 |
| NANCY L MUIRHEAD 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | COUNSEL & CORPORATE SECRETARY | 45 | $346,587 | $89,161 |
| MARK ADIEDO 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | CULTURE/CHIEF DIVERSITY OFFICER | 45 | $346,480 | $83,699 |
| MICHAEL NORTHROP 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | PROGRAM DIRECTOR Highest-paid employee | 40 | $302,487 | $81,765 |
| BENIGNO RODRIGUEZ-CUBENAS 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | PROGRAM DIRECTOR Highest-paid employee | 40 | $274,186 | $52,982 |
| SHENYU BELSKY 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | PROGRAM DIRECTOR Highest-paid employee | 40 | $263,425 | $51,429 |
| THOMAS KRUSE 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | PROGRAM DIRECTOR Highest-paid employee | 40 | $243,128 | $60,722 |
| KEESHA GASKINS-NATHAN 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | PROGRAM DIRECTOR Highest-paid employee | 40 | $232,707 | $58,870 |
| DAVID ROCKEFELLER JR 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE (UNTIL OCTOBER 23, 2024) | 1 | $0 | $0 |
| JUSTIN ROCKEFELLER 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 2 | $0 | $0 |
| MIRANDA M KAISER 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| AYAD AKHTAR 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH PIERSON 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE, CHAIR | 8 | $0 |
| WILLIAM LEE 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 |
| PETER O'NEILL 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE (UNTIL OCTOBER 23, 2024) | 1 | $0 |
| JENNIFER NOLAN 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 |
| HEATHER MCGHEE 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 |
| WYATT ROCKEFELLER 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 |
| MICHAEL QUATTRONE 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 |
| FEDERICA MOGHERINI 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 |
| THEODORE SPENCER 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 |
| PETER BEINART 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 |
| MARIA TERESA KUMAR 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 |
| ROBIN STRAWBRIDGE 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 |
| HENRY TIMMS 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE (RESIGNED APRIL, 2024) | 1 | $0 |
| JANAI NELSON 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE (EFFECTIVE FEBRUARY 12, 2024) | 1 | $0 |
| CARLOS ALVARADO 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE (EFFECTIVE FEBRUARY 12, 2024) | 1 | $0 |
| RANDA SLIM 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE (EFFECTIVE OCTOBER 23, 2024) | 1 | $0 |
990-PF for the year ended December 31, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHEN B HEINTZ 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE, PRESIDENT & CEO | 45 | $794,172 | $95,459 |
| ELIZABETH C CAMPBELL 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | EXECUTIVE VP, PROGRAMS& COMMUNICATIONS | 45 | $487,802 | $61,221 |
| GERALDINE F WATSON 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | EVP, FINANCE, OPERATIONS & POCANTICO | 45 | $487,802 | $86,303 |
| MARK ADIEDO - VP PEOPLE 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | CULTURE/CHIEF DIVERSITY OFFICER | 45 | $349,171 | $76,037 |
| JUDY A CLARK 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | EXECUTIVE DIRECTOR - POCANTICO CENTER | 45 | $333,256 | $66,252 |
| NANCY L MUIRHEAD 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | COUNSEL & CORPORATE SECRETARY | 45 | $317,969 | $82,413 |
| MICHAEL NORTHROP 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | PROGRAM DIRECTOR Highest-paid employee | 40 | $290,853 | $77,898 |
| BENIGNO RODRIGUEZ-CUBENAS 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | PROGRAM DIRECTOR Highest-paid employee | 40 | $276,013 | $51,143 |
| SHENYU BELSKY 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | PROGRAM DIRECTOR Highest-paid employee | 40 | $253,294 | $49,946 |
| KEESHA GASKINS-NATHAN 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | PROGRAM DIRECTOR Highest-paid employee | 40 | $234,515 | $52,697 |
| THOMAS KRUSE 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | PROGRAM DIRECTOR Highest-paid employee | 40 | $233,777 | $56,269 |
| DAVID ROCKEFELLER JR 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| JUSTIN ROCKEFELLER 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| MIRANDA M KAISER 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| AYAD AKHTAR 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| JOSEPH PIERSON 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE, CHAIR | 4 | $0 | $0 |
| WILLIAM LEE 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| PETER O'NEILL 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| HUGH LAWSON 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE (UNTIL NOVEMBER 15, 2023) | 1 | $0 | $0 |
| MARNIE S PILLSBURY 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE (UNTIL NOVEMBER 15, 2023) | 1 | $0 | $0 |
| JENNIFER NOLAN 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| HEATHER MCGHEE 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| WYATT ROCKEFELLER 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| MICHAEL QUATTRONE 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| FEDERICA MOGHERINI 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| THEODORE SPENCER 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| PETER BEINART 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| MARIA TERESA KUMAR 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE | 1 | $0 | $0 |
| ROBIN STRAWBRIDGE 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE (EFFECTIVE NOVEMBER 15, 2023) | 1 | $0 | $0 |
| HENRY TIMMS 475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115 | TRUSTEE (EFFECTIVE NOVEMBER 15, 2023) | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 475 RIVERSIDE DR RM 900, NEW YORK, NY 10115-0066
- Signed the 990-PF
- STEPHEN B HEINTZ, PRESIDENT & CEO
- Phone
- (212) 812-4200
- Website
- WWW.RBF.ORG
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-1760106
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,418,990,015
- Income (IRS master file)
- $871,467,046
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $76,104,004 | $94,125,890 | $1,418,990,015 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $70,847,825 | $88,775,875 | $1,402,772,081 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 13-1760106).
Questions about ROCKEFELLER BROTHERS FUND INC
- What is the EIN of ROCKEFELLER BROTHERS FUND INC?
- The employer identification number (EIN) of ROCKEFELLER BROTHERS FUND INC is 13-1760106.
- Is ROCKEFELLER BROTHERS FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ROCKEFELLER BROTHERS FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROCKEFELLER BROTHERS FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROCKEFELLER BROTHERS FUND INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROCKEFELLER BROTHERS FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROCKEFELLER BROTHERS FUND INC?
- The 990-PF for the year ended December 31, 2024 lists 31 people; 11 received compensation from the organization, the highest $1,029,550 (STEPHEN B HEINTZ, TRUSTEE, PRESIDENT & CEO).
- How much revenue does ROCKEFELLER BROTHERS FUND INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $76,104,004, expenses of $94,125,890 and total assets of $1,418,990,015 at year end.
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