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
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

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.

Program Service Accomplishments

Program 1
Expenses: $26,696,197 Revenue: $0

ROCKEFELLER FAMILY FUND PROGRAMSRFF WORKS IN THREE MAIN PROGRAM AREAS: ENVIRONMENT, DEMOCRACY, AND ECONOMIC JUSTICE FOR WOMEN. IN EACH OF THESE AREAS, RFF DEVELOPS AND MANAGES INITIATIVES IN...

Read more

ROCKEFELLER FAMILY FUND PROGRAMSRFF WORKS IN THREE MAIN PROGRAM AREAS: ENVIRONMENT, DEMOCRACY, AND ECONOMIC JUSTICE FOR WOMEN. IN EACH OF THESE AREAS, RFF 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: RFF 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. RFF DEVELOPS INITIATIVES TO WIND DOWN THE LIFE CYCLE OF FOSSIL FUELS FROM EXTRACTION TO TRANSPORTATION TO EXPORTING; MAKE CLIMATE POLLUTERS RESPONSIBLE AND PAY FOR THE DAMAGE THEY HAVE CAUSED; ENACT EFFECTIVE POLICIES AT THE STATE AND NATIONAL LEVELS TO REDUCE CARBON EMISSIONS; BRING DIVERSE NEW VOICES INTO THE CLIMATE DEBATE; AND EXAMINE HOW SPECIAL INTERESTS ARE DISTORTING SCIENCE AND DELAYING CONSTRUCTIVE STEPS TO DEAL WITH THIS IMPENDING GLOBAL CRISIS.DEMOCRACY: RFF'S DEMOCRACY PROGRAM WORKS TO BUILD AND SUSTAIN A TRUE MULTIRACIAL DEMOCRACY IN THE UNITED STATES FOR THE FIRST TIME IN THE NATION'S HISTORY. RFF'S FOCUS IS ON SUPPORTING COMMUNITIES OF COLOR AND OTHER VULNERABLE POPULATIONS IN THEIR WORK TO INCREASE CIVIC ENGAGEMENT AND TO ACT COLLECTIVELY TO BUILD AND WIELD THE POLICY, SOCIAL, AND GOVERNMENTAL POWER NECESSARY TO WIN CHANGE THAT IMPROVES THE QUALITY OF LIFE FOR FAMILIES AND THEIR COMMUNITIES.ECONOMIC JUSTICE FOR WOMEN: RFF WORKS TO PROMOTE ECONOMIC EQUITY FOR WOMEN BY MAKING A FAMILY-FRIENDLY ECONOMIC AGENDA A PRIORITY FOR STATE AND FEDERAL OFFICIALS. RFF DOES THIS BY SUPPORTING A DIVERSE COALITION OF WOMEN TO EDUCATE THE GENERAL PUBLIC AND WIN POLICY VICTORIES, BUILD WOMEN'S ENGAGEMENT, AND REFRAME OUR NATIONAL NARRATIVE AROUND THE LINK BETWEEN ECONOMIC AND SOCIAL PROGRESS AND EQUITY FOR WOMEN.EMERGING OPPORTUNITIES: THIS PROGRAM ENCOURAGES CREATIVE EDUCATIONAL PROJECTS AND ADVOCACY IN ISSUE AREAS OUTSIDE OF RFF'S CURRENT PRIORITIES, BUT STILL WITHIN RFF'S ESTABLISHED PROGRAM AREAS AND SUPPLEMENTS THE RESPECTIVE ANNUAL BUDGET ALLOCATIONS FOR RFF'S OTHER PROGRAM AREA IN ORDER TO SEIZE EMERGING OPPORTUNITIES.

Program 2
Expenses: $5,245,200 Revenue: $0

OTHER CHARITABLE GRANTMAKINGRFF ALSO CONDUCTS ADDITIONAL CHARITABLE GRANTMAKING TO PROMOTE A SUSTAINABLE, JUST, FREE, AND PARTICIPATORY SOCIETY.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

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
Explore More Nonprofits
Top 100 Nonprofits in New York Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare ROCKEFELLER FAMILY FUND INC with other nonprofits in New York and across the country.