Cause IQ organization profile

Rockefeller Brothers Fund (RBF)

Form 990s | Financials | Vendors | Personnel | Peers

RBF is a private foundation based in New York, NY that was founded in 1997. As of 2019 they had $50 million in revenue and $1.1 billion in assets.

The Rockefeller Brothers Fund advances social change that contributes to a more just, sustainable, and peaceful world.

EIN:

13-1760106

City:

New York

State:

New York

Metro:

New York-Newark-Jersey City, NY-NJ-PA

Website:

rbf.org

Phone:

212-812-4200

Facebook:

facebook.com/RockefellerBrothersFund

Twitter:

@rockbrosfund

Founded:

1997

Type:

501(c)(3)

NTEE:

T20: Private foundations

Revenue:

$50,398,402

Assets:

$1,146,793,281

Fiscal year end:

December

Revenue trends:

Asset trends:

Form 990s for RBF

Fiscal year ending	Date received by IRS	Form	PDF link
2018-12	Jan 7, 2020	990PF	View PDF
2017-12	Feb 27, 2019	990PF	View PDF
2016-12	Nov 22, 2017	990PF	View PDF
2015-12	Nov 17, 2016	990PF	View PDF
2014-12	Nov 12, 2015	990PF	View PDF
...and three more Form 990 PDFs

Financials for RBF

Field	2018	2017	% Change
Total grants, contributions, etc.	$0	$254,633,455	-100%
Investment income and dividends	$50,586,110	$2,130,031	2274.9%
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$0	$17,250,499	-100%
Gross sales of inventory	$0	$0
Miscellaneous revenues	$-187,708	$78,043	-340.5%
Total revenues	$50,398,402	$274,092,028	-81.6%

Field	2018	2017	% Change
Compensation of current officers, etc.		$1,826,384	3.6%
Non-officer salaries and wages		$4,224,510	2.1%
Pension/retirement accruals and contributions		$3,200,949	0.2%
Legal fees		$261,208	-64.5%
Accounting fees		$240,231	21.9%
Other fee-for-service		$6,435,956	-0.7%
Interest		$0
Depreciation, amortization, etc.		$815,581	7.0%
Occupancy		$858,896	4.5%
Travel		$937,637	-5.7%
Office expenses
Grants to all govts., orgs., and individuals	$33,822,849	$34,439,843	-1.8%
All other expenses		$3,147,333	51.8%
Total expenses	$55,882,963	$56,466,834	-1.0%

Field	2018	2017	% Change
Cash (non-interest-bearing)	$1,933,601	$3,733,937	-48.2%
Savings, short-term investments, etc.	$58,906,919	$30,667,149	92.1%
Accounts receivable	$1,766,615	$1,732,871	1.9%
Pledges and grants receivable	$2,400,000	$262,751,705	-99.1%
Loans receivable from officers, directors, etc.	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$738,098	$13,710	5283.6%
Investments in government obligations	$8,473,109	$0	999%
Investments in corporate stock	$142,346,013	$83,576,284	70.3%
Investments in corporate bonds	$17,157,500	$0	999%
Investments in land, buildings, and equipment	$0	$510,000	-100%
Investments in mortgage loans	$0	$0
Other types of investments	$906,100,474	$824,236,871	9.9%
Buildings, equipment, etc. post-depreciation	$6,460,952	$6,395,534	1.0%
Other assets	$510,000	$525,000	-2.9%
Total assets	$1,146,793,281	$1,213,633,061	-5.5%

Field	2018	2017	% Change
Accounts payable and accrued expenses	$12,486,149	$14,145,623	-11.7%
Grants payable	$11,940,030	$10,543,627	13.2%
Deferred revenue	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Other liabilities	$3,099,254	$6,556,743	-52.7%
Total liabilities	$27,525,433	$31,245,993	-11.9%

Vendors for RBF

Vendor	Services	Amount paid	Date
Drupal	Content management system software		2020-06-16
█████████	Marketing software		2020-06-16
██ █████ ███	Facility Maintenance	$367,154	2020-01-07
█████████ ███████████	Facility Maintenance	$2,041,563	2020-01-07
███ ████████ ██████ ███	Tax accounting		2020-01-07
█████████ ███████ ████ ███ █████ ███	Legal Services	$453,516	2020-01-07
███████ ████████ ████████	Investment Management	$2,162,147	2020-01-07
█████ ████ █████████ ███	Insurance		2016-12-31
...and 20 more vendors

Personnel at RBF

Name	Title	Compensation	Most recent data
Geraldine Watson	Vice President for Finance and Operations	-	June 14, 2019
Ben Rodriguez-Cubenas	Program Director	-	Dec. 31, 2017

Peer private foundations

	Name	Type	Revenue	Location
1	John D & Catherine T Macarthur Foundation	501(c)(3)	$132 million	Chicago, IL
2	William T Grant Foundation	501(c)(3)	$40 million	New York, NY
3	The Scherman Foundation	501(c)(3)	$12 million	New York, NY
4	Mertz Gilmore Foundation	501(c)(3)	$24 million	New York, NY
5	The Overbrook Foundation	501(c)(3)	$20 million	New York, NY
6	The Blackstone Charitable Foundation	501(c)(3)	$17 million	New York, NY
7	Alan B. Slifka Foundation	501(c)(3)	$20 million	New York, NY
8	Wateraid America	501(c)(3)	$14 million	New York, NY
9	Global Environment & Technology Foundation (GETF)	501(c)(3)	$12 million	Arlington, VA
10	ACCESS Health International	501(c)(3)	$14 million	New York, NY
11	Action Against Hunger USA	501(c)(3)	$146 million	New York, NY
12	United Board for Christian Higher Education in Asia	501(c)(3)	$12 million	New York, NY
13	National Endowment for Democracy	501(c)(3)	$188 million	Washington, DC
14	Rockefeller Family Fund (RFF)	501(c)(3)	$38 million	New York, NY
15	International Union Against Tuberculosis and Lung Disease	501(c)(3)	$175 million	New York, NY
16	National Domestic Workers Alliance (NDWA)	501(c)(3)	$15 million	New York, NY
17	Amnesty International	501(c)(3)	$45 million	New York, NY
18	The Catalyst Foundation for Universal Education	501(c)(3)	$13 million	New York, NY
19	The Freedom Fund	501(c)(3)	$13 million	New York, NY
20	The Colorado Health Foundation	501(c)(3)	$107 million	Denver, CO
21	Democracy Fund	501(c)(3)	$73 million	Washington, DC
22	Geraldine R. Dodge Foundation	501(c)(3)	$12 million	Morristown, NJ
23	Poster House	501(c)(3)	$13 million	New York, NY
24	Ronald S Lauder Foundation	501(c)(3)	$18 million	New York, NY
25	Arts and Letters Foundation	501(c)(3)	$15 million	New York, NY

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Cause IQ organization profile

Rockefeller Brothers Fund (RBF)

Form 990s for RBF

Financials for RBF

Vendors for RBF

Personnel at RBF

Peer private foundations

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