Nonprofit · EIN 13-6257658
ROCKEFELLER FAMILY 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 | $50,100,215 | $48,182,224 | $1,917,991 | $216,778,910 | $5,464,615 | $211,314,295 |
| December 31, 2023 | 990 | $60,388,887 | $34,529,691 | $25,859,196 | $200,315,945 | $4,157,206 | $196,158,739 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $48,761,863
- Program service revenue
- $0
- Investment income
- $1,338,352
- Net gain from sales of assets
- -$152,097
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $36,830,539
- Compensation of officers, directors and key employees
- $978,462
- Other salaries and wages
- $2,460,856
- Salaries, compensation and benefits (total)
- $4,328,490
- Professional fundraising fees
- $0
- Legal fees
- $447,890
- Accounting fees
- $86,390
- Occupancy
- $66,478
- Travel
- $582,753
- Depreciation
- $30,337
- Program services (functional)
- $46,165,578
- Management and general (functional)
- $1,737,838
- Fundraising (functional)
- $278,808
Balance sheet and other
- Total assets, start of year
- $200,315,945
- Total assets, end of year
- $216,778,910
- Total liabilities, end of year
- $5,464,615
- Net assets, end of year
- $211,314,295
- Land, buildings and equipment
- $11,616
- Publicly traded securities
- $20,566,547
- Net assets without donor restrictions
- $122,232,794
- Net assets with donor restrictions
- $89,081,501
- Gross unrelated business income
- $83,098
- Gross receipts
- $154,680,860
- Employees
- 23
- Volunteers
- 26
- Year formed
- 1967
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LEE H WASSERMAN | DIRECTOR & SECRETARY Officer | 50 | $732,005 | $117,227 |
| JULIE FERNANDES | ASSOC. DIR. FOR DEMOCRACY Highest-paid employee | 40 | $288,483 | $94,814 |
| SARAH A BRENNAN | ASSOC. DIR. FOR OIL AND GAS Highest-paid employee | 40 | $284,157 | $71,235 |
| LISA GUIDE | ASSOCIATE DIRECTOR Key employee | 32 | $260,776 | $71,494 |
| BAKEYAH NELSON | SENIOR ADVISOR Highest-paid employee | 40 | $234,723 | $67,141 |
| CHRISTOPHER M MEYER | SENIOR ADVISOR Highest-paid employee | 40 | $231,968 | $26,537 |
| SARAH L THOMAS | SENIOR ADVISOR Highest-paid employee | 40 | $228,563 | $23,039 |
| LAMIN CEESAY | TREASURER Officer | 22 | $94,010 | $45,654 |
| MIRANDA KAISER | PRESIDENT/TRUSTEE Trustee or director, Officer | 4 | $0 | $0 |
| LUCIA GILL CASE | VICE PRESIDENT/TRUSTEE Trustee or director, Officer | 3 | $0 | $0 |
| PETER GILL CASE | VICE PRESIDENT/TRUSTEE Trustee or director, Officer | 3 | $0 | $0 |
| NEVA GOODWIN | VICE PRESIDENT/TRUSTEE Trustee or director, Officer | 3 | $0 | $0 |
| TARA ROCKEFELLER | VICE PRESIDENT/TRUSTEE Trustee or director, Officer | 3 | $0 | $0 |
| LIAM DRURY-WANG | VICE PRESIDENT/TRUSTEE Trustee or director, Officer | 3 | $0 | $0 |
| ALEJANDRO FOUNG | TRUSTEE Trustee or director | 3 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY GORDON | TRUSTEE Trustee or director | 3 | $0 |
| MICHAEL LAMBERT | TRUSTEE Trustee or director | 3 | $0 |
| PHEBE PIERSON | TRUSTEE Trustee or director | 3 | $0 |
| ELIZA ROCKEFELLER | TRUSTEE Trustee or director | 3 | $0 |
| LILY ROCKEFELLER | TRUSTEE Trustee or director | 3 | $0 |
| VALERIE ROCKEFELLER | TRUSTEE Trustee or director | 3 | $0 |
| FRAN SUSSNER RODGERS | TRUSTEE Trustee or director | 3 | $0 |
| NAOMI WALETZKY | TRUSTEE Trustee or director | 3 | $0 |
| CELENA WANG | TRUSTEE Trustee or director | 3 | $0 |
| ANNA WIENER | TRUSTEE Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LEE H WASSERMAN | EXECUTIVE DIRECTOR & SECRETARY Officer | 50 | $808,673 | $109,232 |
| LISA GUIDE | ASSOCIATE DIRECTOR Key employee | 32 | $283,673 | $90,379 |
| JULIE FERNANDES | ASSOCIATE DIRECTOR FOR DEMOCRACY Highest-paid employee | 40 | $277,981 | $87,567 |
| SARAH A BRENNAN | ASSOCIATE DIRECTOR FOR OIL AND GAS Highest-paid employee | 40 | $266,412 | $68,237 |
| LAWRENCE G SHAPIRO | ASSOCIATE DIRECTOR-PROG. DEV. Key employee | 50 | $256,970 | $72,928 |
| ROXANNE STACHOWSKI | DEPUTY DIRECTOR Key employee | 40 | $179,895 | $72,664 |
| LAMIN CEESAY | TREASURER Officer | 21 | $90,653 | $38,868 |
| MIRANDA KAISER | PRESIDENT/TRUSTEE Trustee or director, Officer | 4 | $0 | $0 |
| LUCIA GILL CASE | VICE PRESIDENT/TRUSTEE Trustee or director, Officer | 3 | $0 | $0 |
| PETER GILL CASE | VICE PRESIDENT/TRUSTEE Trustee or director, Officer | 3 | $0 | $0 |
| NEVA GOODWIN | VICE PRESIDENT/TRUSTEE Trustee or director, Officer | 3 | $0 | $0 |
| TARA ROCKEFELLER | VICE PRESIDENT/TRUSTEE Trustee or director, Officer | 3 | $0 | $0 |
| WENDY GORDON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ALEJANDRO FOUNG | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MICHAEL LAMBERT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PHEBE PIERSON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ELIZA ROCKEFELLER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| FRAN SUSSNER RODGERS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| TRACY TOON SPENCER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| NAOMI WALETZKY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| LIAM DRURY-WANG | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ANNA WIENER | TRUSTEE Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 475 RIVERSIDE DR RM 900, NEW YORK, NY 10115-0066
- Principal officer (990 for 2024)
- LEE WASSERMAN, 475 RIVERSIDE DRIVE 900, NEW YORK, NY 10115
- Signed the 990
- LEE WASSERMAN, DIRECTOR & SECRETARY
- Phone
- (212) 812-4252
- Website
- WWW.RFFUND.ORG
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
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.
Program accomplishments
- ROCKEFELLER FAMILY FUND PROGRAMS THE FUND WORKS IN THREE MAIN PROGRAM AREAS: ENVIRONMENT, DEMOCRACY, AND ECONOMIC JUSTICE FOR WOMEN. IN EACH OF THESE AREAS, THE FUND DEVELOPS AND MANAGES INITIATIVES IN CONJUNCTION WITH FUNDER PARTNERS, INDIVIDUALS, AND EXISTING NON-PROFIT ORGANIZATIONS, TO ADVANCE CRITICAL POLICY OBJECTIVES OR BUILD NECESSARY CAPACITY. ENVIRONMENT: THE FUND FOCUSES ITS ENVIRONMENT PROGRAM ALMOST EXCLUSIVELY ON CLIMATE CHANGE. OUR PROGRAM EMPHASIZES PUBLIC EDUCATION ON THE RISKS OF GLOBAL WARMING AND IMPLEMENTATION OF SOUND SOLUTIONS TO ACCELERATE THE TRANSITION TO A CLEAN ENERGY ECONOMY. THE FUND DEVELOPS INITIATIVES TO ASSURE THAT FOSSIL FUEL COMPANIES DO THE LEAST AMOUNT OF HARM TO COMMUNITY HEALTH AND COMPLY WITH ALL RELEVANT LOCAL, STATE, AND FEDERAL LAWS AND REGULATIONS DURING THE EXTRACTION, TRANSPORT, AND EXPORT OF FOSSIL FUELS; MAKE RESPONSIBLE CLIMATE POLLUTERS PAY FOR THE DAMAGE THEY HAVE CAUSED; ENACT POLICIES AT THE STATE AND NATIONAL LEVELS TO REDUCE CARBON EMISSIONS; BRING NEW VOICES INTO THE CLIMATE DEBATE; AND EXAMINE HOW SPECIAL INTERESTS ARE DISTORTING SCIENCE AND DELAYING CONSTRUCTIVE STEPS TO DEAL WITH THE UNFOLDING CLIMATE CRISIS.DEMOCRACY: THE FUND'S DEMOCRACY PROGRAM USES RESEARCH AND PROGRAM INNOVATION TO SUPPORT STATE-BASED MULTIRACIAL CIVIC ORGANIZATIONS IN THEIR NONPARTISAN WORK TO STRENGTHEN THEIR ORGANIZING STRATEGIES AND PRACTICES, WITH THE GOAL OF HELPING THOSE ORGANIZATIONS BUILD AND ADVANCE POSITIVE CHANGE WITHIN THEIR COMMUNITIES.ECONOMIC JUSTICE FOR WOMEN: THE FUND WORKS TO PROMOTE ECONOMIC EQUITY FOR WOMEN BY MAKING A FAMILY-FRIENDLY ECONOMIC AGENDA A PRIORITY FOR STATE AND FEDERAL OFFICIALS. THE FUND DOES THIS BY SUPPORTING A DIVERSE COALITION OF WOMEN TO WIN POLICY VICTORIES, BUILD WOMEN'S POWER, AND REFRAME OUR NATIONAL NARRATIVE AROUND THE LINK BETWEEN ECONOMIC AND SOCIAL PROGRESS AND EQUITY FOR WOMEN.EMERGING OPPORTUNITIES: THE FUND ENCOURAGES AND SUPPORTS INNOVATIVE EDUCATIONAL PROGRAMS AND ADVOCACY IN ISSUE AREAS OUTSIDE OF THE FUND'S CURRENT AREAS OF FOCUS, BUT STILL WITHIN THE FUND'S ESTABLISHED PROGRAM AREAS, BY ALLOCATING FUNDS TO SEIZE EMERGING OPPORTUNITIES.Expenses $38,323,773 · grants $28,988,734
- OTHER CHARITABLE GRANTMAKINGTHE FUND ALSO CONDUCTS ADDITIONAL CHARITABLE GRANTMAKING TO PROMOTE A SUSTAINABLE, JUST, FREE, AND PARTICIPATORY SOCIETY.Expenses $7,841,805 · grants $7,841,805
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 | Not 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
- 13-6257658
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $216,778,910
- Income (IRS master file)
- $154,680,860
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $50,100,215 | $48,182,224 | $216,778,910 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $60,388,887 | $34,529,691 | $200,315,945 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $10,317,568 | $34,448,035 | $138,586,920 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | 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 13-6257658).
Questions about ROCKEFELLER FAMILY FUND INC
- What is the EIN of ROCKEFELLER FAMILY FUND INC?
- The employer identification number (EIN) of ROCKEFELLER FAMILY FUND INC is 13-6257658.
- Is ROCKEFELLER FAMILY FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to ROCKEFELLER FAMILY FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROCKEFELLER FAMILY FUND INC 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 FAMILY 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 FAMILY FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ROCKEFELLER FAMILY FUND INC?
- The 990 for the year ended December 31, 2024 names LEE WASSERMAN.
- Who are the officers and directors of ROCKEFELLER FAMILY FUND INC?
- The 990 for the year ended December 31, 2024 lists 25 people; 8 received compensation from the organization, the highest $732,005 (LEE H WASSERMAN, DIRECTOR & SECRETARY).
- How much revenue does ROCKEFELLER FAMILY FUND INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $50,100,215, expenses of $48,182,224 and total assets of $216,778,910 at year end.
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