ROCKEFELLER FAMILY FUND INC

EIN: 136257658 501(c)(3) Philanthropy & Grantmaking

NEW YORK, NY

Total Revenue
$60,388,887
Total Expenses
$34,529,691
Total Assets
$200,315,945
Net Assets
$196,158,739
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
NY
Principal Officer
LEE WASSERMAN
Phone
2128124252
Tax Period
2023-01-01 to 2023-12-31

ROCKEFELLER FAMILY FUND INC, founded in 1967, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $60.4M in total revenue in fiscal year 2023. Revenue surged 485% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25.9M, a strong 43% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $75,053,514
Program Service Revenue $0
Investment Income $-14,665,366
Other Revenue $739
TOTAL REVENUE $60,388,887

Expense Breakdown

Grants Paid $24,969,059
Salaries & Benefits $3,164,446
Fundraising Expenses $221,347
Program Expenses $31,941,397
Other Expenses $6,396,186
TOTAL EXPENSES $34,529,691

Year-over-Year Comparison

2023 2022 Change
Revenue $60,388,887 $10,317,568 +4.9%
Expenses $34,529,691 $34,448,035 +0.0%
Net Income $25,859,196 $-24,130,467 -2.1%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
17
Volunteers
28

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✓ Engaged in Lobbying
✓ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$1,047,426
Total Directors
15
$0
Key Employees
3
$956,509
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MIRANDA KAISER PRESIDENT/TRUSTEE 4.00
Officer Director
$0 $0 $0
LUCIA GILL CASE VICE PRESIDENT/TRUSTEE 3.00
Officer Director
$0 $0 $0
PETER GILL CASE VICE PRESIDENT/TRUSTEE 3.00
Officer Director
$0 $0 $0
NEVA GOODWIN VICE PRESIDENT/TRUSTEE 3.00
Officer Director
$0 $0 $0
TARA ROCKEFELLER VICE PRESIDENT/TRUSTEE 3.00
Officer Director
$0 $0 $0
WENDY GORDON TRUSTEE 3.00
Director
$0 $0 $0
ALEJANDRO FOUNG TRUSTEE 3.00
Director
$0 $0 $0
MICHAEL LAMBERT TRUSTEE 3.00
Director
$0 $0 $0
PHEBE PIERSON TRUSTEE 3.00
Director
$0 $0 $0
ELIZA ROCKEFELLER TRUSTEE 3.00
Director
$0 $0 $0
FRAN SUSSNER RODGERS TRUSTEE 3.00
Director
$0 $0 $0
TRACY TOON SPENCER TRUSTEE 3.00
Director
$0 $0 $0
NAOMI WALETZKY TRUSTEE 3.00
Director
$0 $0 $0
LIAM DRURY-WANG TRUSTEE 3.00
Director
$0 $0 $0
ANNA WIENER TRUSTEE 3.00
Director
$0 $0 $0
LAMIN CEESAY TREASURER 21.00
Officer
$90,653 $38,868 $129,521
LEE H WASSERMAN EXECUTIVE DIRECTOR & SECRETARY 50.00
Officer
$808,673 $109,232 $917,905
LISA GUIDE ASSOCIATE DIRECTOR 32.00
Key Emp
$283,673 $90,379 $374,052
LAWRENCE G SHAPIRO ASSOCIATE DIRECTOR-PROG. DEV. 50.00
Key Emp
$256,970 $72,928 $329,898
ROXANNE STACHOWSKI DEPUTY DIRECTOR 40.00
Key Emp
$179,895 $72,664 $252,559
JULIE FERNANDES ASSOCIATE DIRECTOR FOR DEMOCRACY 40.00
Highest
$277,981 $87,567 $365,548
SARAH A BRENNAN ASSOCIATE DIRECTOR FOR OIL AND GAS 40.00
Highest
$266,412 $68,237 $334,649
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $60,388,887 $34,529,691 $200,315,945 $25,859,196
2022 $10,317,568 $34,448,035 $138,586,920 $-24,130,467
2021 $59,624,056 $33,949,094 $175,072,856 $25,674,962
2020 $43,772,368 $33,772,718 $156,631,848 $9,999,650
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