ROCKEFELLER FAMILY FUND INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROCKEFELLER FAMILY FUND INC (EIN 13-6257658)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202413199349319151
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T20:54:36-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873231666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136257658EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROCKEFELLER FAMILY FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROCKBusinessNameControlTxt
Phone2128124252PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1475 RIVERSIDE DRIVE 900AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10115ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEE WASSERMANPersonNm
Person TitleDIRECTOR & SECRETARYPersonTitleTxt
Phone2128124252PhoneNum
Signature2024-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVA MRUKPreparerPersonNm
PTINP00543254PTIN
Phone2122862600PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLEE WASSERMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1475 RIVERSIDE DRIVE 900AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10115ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$89,021,262GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.RFFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1967FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionROCKEFELLER 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.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee17TotalEmployeeCnt
Total Volunteers28TotalVolunteersCnt
Total Gross UBI$184,085TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$5,329NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$20,537,815PYContributionsGrantsAmt
CY Contributions Grants$75,053,514CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$10,310,466PYInvestmentIncomeAmt
CY Investment Income-$14,665,366CYInvestmentIncomeAmt
PY Other Revenue$90,219PYOtherRevenueAmt
CY Other Revenue$739CYOtherRevenueAmt
PY Total Revenue$10,317,568PYTotalRevenueAmt
CY Total Revenue$60,388,887CYTotalRevenueAmt
PY Grants And Similar Paid$25,665,353PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$24,969,059CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,933,584PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,164,446CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$221,347CYTotalFundraisingExpenseAmt
PY Other Expenses$5,849,098PYOtherExpensesAmt
CY Other Expenses$6,396,186CYOtherExpensesAmt
PY Total Expenses$34,448,035PYTotalExpensesAmt
CY Total Expenses$34,529,691CYTotalExpensesAmt
PY Revenues Less Expenses-$24,130,467PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$25,859,196CYRevenuesLessExpensesAmt
Total Assets BOY$138,586,920TotalAssetsBOYAmt
Total Assets EOY$200,315,945TotalAssetsEOYAmt
Total Liabilities BOY$4,236,199TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,157,206TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$134,350,721NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$196,158,739NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionROCKEFELLER 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$26,696,197ExpenseAmt
Grant$19,723,859GrantAmt
Revenue$0RevenueAmt
DescROCKEFELLER 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$5,245,200ExpenseAmt
Grant$5,245,200GrantAmt
Revenue$0RevenueAmt
DescOTHER CHARITABLE GRANTMAKINGRFF ALSO CONDUCTS ADDITIONAL CHARITABLE GRANTMAKING TO PROMOTE A SUSTAINABLE, JUST, FREE, AND PARTICIPATORY SOCIETY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$31,941,397TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document54IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee17EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCAForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountrySWForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLAMIN M CEESAYPersonNm
Phone2128124231PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1475 RIVERSIDE DRIVE 900AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10115ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MIRANDA KAISER
PRESIDENT/TRUSTEE4.002.00Yes (X)Yes (X)$0$0$0
LUCIA GILL CASE
VICE PRESIDENT/TRUSTEE3.000.00Yes (X)Yes (X)$0$0$0
PETER GILL CASE
VICE PRESIDENT/TRUSTEE3.000.00Yes (X)Yes (X)$0$0$0
NEVA GOODWIN
VICE PRESIDENT/TRUSTEE3.000.00Yes (X)Yes (X)$0$0$0
TARA ROCKEFELLER
VICE PRESIDENT/TRUSTEE3.000.00Yes (X)Yes (X)$0$0$0
WENDY GORDON
TRUSTEE3.000.00Yes (X)$0$0$0
ALEJANDRO FOUNG
TRUSTEE3.000.00Yes (X)$0$0$0
MICHAEL LAMBERT
TRUSTEE3.000.00Yes (X)$0$0$0
PHEBE PIERSON
TRUSTEE3.000.00Yes (X)$0$0$0
ELIZA ROCKEFELLER
TRUSTEE3.000.00Yes (X)$0$0$0
FRAN SUSSNER RODGERS
TRUSTEE3.000.00Yes (X)$0$0$0
TRACY TOON SPENCER
TRUSTEE3.000.00Yes (X)$0$0$0
NAOMI WALETZKY
TRUSTEE3.000.00Yes (X)$0$0$0
LIAM DRURY-WANG
TRUSTEE3.000.00Yes (X)$0$0$0
ANNA WIENER
TRUSTEE3.000.00Yes (X)$0$0$0
LAMIN CEESAY
TREASURER21.000.00Yes (X)$90,653$0$38,868
LEE H WASSERMAN
EXECUTIVE DIRECTOR & SECRETARY50.000.00Yes (X)$808,673$0$109,232
LISA GUIDE
ASSOCIATE DIRECTOR32.000.00$283,673$0$90,379Yes (X)
LAWRENCE G SHAPIRO
ASSOCIATE DIRECTOR-PROG. DEV.50.000.00$256,970$0$72,928Yes (X)
ROXANNE STACHOWSKI
DEPUTY DIRECTOR40.000.00$179,895$0$72,664Yes (X)
JULIE FERNANDES
ASSOCIATE DIRECTOR FOR DEMOCRACY40.000.00$277,981$0$87,567Yes (X)
SARAH A BRENNAN
ASSOCIATE DIRECTOR FOR OIL AND GAS40.000.00$266,412$0$68,237Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,164,257TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$539,875TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AGILITY
7979 EAST TUFTS AVENUE SUITE 700DENVERCO80237INVESTMENT MANAGEMENT$414,443
SARAH THOMAS CONSULTING LLC
PO BOX 3295BOULDERCO80305PHILANTHROPIC ADVISORY SERVICE$259,968
CARBO STRATEGIC CONSULTING LLC
185 HALL STREET APT 704BROOKLYNNY11205STRATEGIC CONSULTING SERVICE$220,800
SOJOURN STRATEGIES LLC
1929 H STREET NEWASHINGTONDC20002SOCIAL IMPACT SERVICE$213,038
DUPONT CIRCLE COMMUNICATIONS
1808 CORCORAN STREET NWWASHINGTONDC20009COMMUNICATIONS SERVICE$209,063
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K18CntrctRcvdGreaterThan100KCnt
Related Organizations$53,116,013RelatedOrganizationsAmt
All Other Contributions$21,937,501AllOtherContributionsAmt
Noncash Contributions$5,625,638NoncashContributionsAmt
Total Contributions$75,053,514TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,459,795TotalRevenueColumnAmt
Unrelated Business Revenue-$145,902UnrelatedBusinessRevenueAmt
Exclusion$1,605,697ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,507,214SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$28,632,375SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$16,125,161SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$16,125,161TotalRevenueColumnAmt
Unrelated Business Revenue$329,987UnrelatedBusinessRevenueAmt
Exclusion-$16,455,148ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREFUND/OTHERDesc
Business900099BusinessCd
Total Revenue Column$739TotalRevenueColumnAmt
Exclusion$739ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$739OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$60,388,887TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$184,085UnrelatedBusinessRevenueAmt
Exclusion-$14,848,712ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$24,969,059TotalAmt
Program Services$24,969,059ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,574,419TotalAmt
Program Services$1,172,759ProgramServicesAmt
Management And General$297,131ManagementAndGeneralAmt
Fundraising$104,529FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,163,345TotalAmt
Program Services$160,544ProgramServicesAmt
Management And General$970,694ManagementAndGeneralAmt
Fundraising$32,107FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$80,650TotalAmt
Program Services$42,138ProgramServicesAmt
Management And General$34,169ManagementAndGeneralAmt
Fundraising$4,343FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$211,327TotalAmt
Program Services$75,347ProgramServicesAmt
Management And General$125,736ManagementAndGeneralAmt
Fundraising$10,244FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$134,705TotalAmt
Program Services$70,381ProgramServicesAmt
Management And General$57,070ManagementAndGeneralAmt
Fundraising$7,254FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$223,308TotalAmt
Program Services$188,341ProgramServicesAmt
Management And General$34,967ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$84,645TotalAmt
Management And General$84,645ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$464,250TotalAmt
Program Services$464,250ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$469,818TotalAmt
Management And General$469,818ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,256,720TotalAmt
Program Services$4,103,751ProgramServicesAmt
Management And General$115,699ManagementAndGeneralAmt
Fundraising$37,270FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$81,904TotalAmt
Program Services$57,360ProgramServicesAmt
Management And General$21,913ManagementAndGeneralAmt
Fundraising$2,631FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$46,875TotalAmt
Program Services$28,323ProgramServicesAmt
Management And General$16,564ManagementAndGeneralAmt
Fundraising$1,988FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$63,047TotalAmt
Program Services$36,290ProgramServicesAmt
Management And General$22,274ManagementAndGeneralAmt
Fundraising$4,483FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$441,986TotalAmt
Program Services$408,599ProgramServicesAmt
Management And General$28,936ManagementAndGeneralAmt
Fundraising$4,451FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$66,286TotalAmt
Program Services$61,278ProgramServicesAmt
Management And General$4,340ManagementAndGeneralAmt
Fundraising$668FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$29,998TotalAmt
Program Services$4,398ProgramServicesAmt
Management And General$25,200ManagementAndGeneralAmt
Fundraising$400FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$56,025TotalAmt
Program Services$32,248ProgramServicesAmt
Management And General$19,794ManagementAndGeneralAmt
Fundraising$3,983FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCRIPTION$78,126$46,126$26,639$5,361
EQUIPMENT RENTAL$16,547$9,998$5,847$702
PUBLICATIONS$13,776$8,470$4,495$811
PROFESSIONAL DEVELOPMEN$2,497$1,509$882$106

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$378TotalAmt
Program Services$228ProgramServicesAmt
Management And General$134ManagementAndGeneralAmt
Fundraising$16FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$34,529,691TotalAmt
Program Services$31,941,397ProgramServicesAmt
Management And General$2,366,947ManagementAndGeneralAmt
Fundraising$221,347FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,501,914BOYAmt
EOY$3,462,104EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$16,755,764BOYAmt
EOY$16,070,789EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,903,465BOYAmt
EOY$5,604,217EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$109,901BOYAmt
EOY$17,949EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$4,518EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$116,798LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$83,112LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$53,373BOYAmt
EOY$33,686EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,619,563BOYAmt
EOY$36,300,478EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$90,642,940BOYAmt
EOY$138,822,204EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$138,586,920BOYAmt
EOY$200,315,945EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,578,935BOYAmt
EOY$633,471EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$337,500BOYAmt
EOY$1,598,865EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,319,764BOYAmt
EOY$1,924,870EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,236,199BOYAmt
EOY$4,157,206EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$124,519,394BOYAmt
EOY$119,934,310EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,831,327BOYAmt
EOY$76,224,429EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$134,350,721BOYAmt
EOY$196,158,739EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$138,586,920BOYAmt
EOY$200,315,945EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$25,859,196ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$35,666,425NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$282,397OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,722,028CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,741,885CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,090,028CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,537,815CurrentTaxYearMinus1YearAmt
Current Tax Year$75,053,514CurrentTaxYearAmt
Total$187,145,270TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,722,028CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,741,885CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,090,028CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,537,815CurrentTaxYearMinus1YearAmt
Current Tax Year$75,053,514CurrentTaxYearAmt
Total$187,145,270TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$91,083,823SubstantialContributorsTotAmt
Public Support Total170$96,061,447PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,892,157CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$960,378CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$408,995CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$575,534CurrentTaxYearMinus1YearAmt
Current Tax Year$1,605,697CurrentTaxYearAmt
Total$5,442,761TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$739CurrentTaxYearAmt
Total$739TotalAmt
FieldValueIRS element (for citing)
Total Support$192,588,770TotalSupportAmt
Gross Receipts Rltd Activities$90,219GrossReceiptsRltdActivitiesAmt
Public Support CY1700.49880PublicSupportCY170Pct
Public Support PY1700.60250PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationREFUND/OTHER - 2023 AMOUNT: $ 739.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$74,250FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$404,329FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$478,579FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$33,581,294FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$34,059,873FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$853,439CurrentYearMinus3Amt
Current Year Minus2$642,895CurrentYearMinus2Amt
Current Year Minus1$468,975CurrentYearMinus1Amt
Current Year$478,579CurrentYearAmt
Total$2,443,888TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$181,500CurrentYearMinus3Amt
Current Year Minus2$162,275CurrentYearMinus2Amt
Current Year Minus1$230,000CurrentYearMinus1Amt
Current Year$74,250CurrentYearAmt
Total$648,025TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held14DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held5FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$5,169,406DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$69,884,108FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$7,703,146DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$17,248,546FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$23,596,807DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$93,990,306FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$138,133,736BeginningYearBalanceAmt
Contributions$76,452,230ContributionsAmt
Investment Earnings Or Losses$20,347,158InvestmentEarningsOrLossesAmt
Other Expenditures$32,812,557OtherExpendituresAmt
End Year Balance$202,120,567EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$174,310,785BeginningYearBalanceAmt
Contributions$18,807,815ContributionsAmt
Investment Earnings Or Losses-$21,998,420InvestmentEarningsOrLossesAmt
Other Expenditures$32,986,444OtherExpendituresAmt
End Year Balance$138,133,736EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$155,993,827BeginningYearBalanceAmt
Contributions$37,980,028ContributionsAmt
Investment Earnings Or Losses$13,808,357InvestmentEarningsOrLossesAmt
Other Expenditures$33,471,427OtherExpendituresAmt
End Year Balance$174,310,785EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$159,075,634BeginningYearBalanceAmt
Contributions$18,676,885ContributionsAmt
Investment Earnings Or Losses$11,859,057InvestmentEarningsOrLossesAmt
Other Expenditures$33,617,749OtherExpendituresAmt
End Year Balance$155,993,827EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$132,698,996BeginningYearBalanceAmt
Contributions$34,677,028ContributionsAmt
Investment Earnings Or Losses$15,554,849InvestmentEarningsOrLossesAmt
Other Expenditures$23,855,239OtherExpendituresAmt
End Year Balance$159,075,634EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.62290BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.04150PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.33560TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$116,798OtherCostOrOtherBasisAmt
Depreciation$83,112DepreciationAmt
Book Value$33,686BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$33,686TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MULTI-STRATEGY$6,080,393F
FIXED INCOME - HEDGE FUNDS$13,008,333F
EQUITIES - HEDGE FUNDS$85,564,955F
PRIVATE EQUITY FUNDS$20,840,722F
TAX-EXEMPT NONREGISTERED FUNDS$8,583,209F
REAL ESTATE$2,132,482F
CAPITAL STRUCTURE ARBITRAGE - HEDGE FUNDS$2,557,400F
INSURANCE LINKED - HEDGE FUNDS$54,710F
FieldValueIRS element (for citing)
Total Book Value Securities$138,822,204TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescACCRUED PENSION AND POSTRETIREMENT BENEFITSDesc
Amt$1,924,870Amt
FieldValueIRS element (for citing)
Total Liability$1,924,870TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$58,705,082TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$35,666,425NetUnrealizedGainsInvstAmt
Other Revenue$16,420,423OtherRevenueAmt
Revenue Not Reported$52,086,848RevenueNotReportedAmt
Revenue Subtotal$6,618,234RevenueSubtotalAmt
Investment Expenses Not Incld$469,818InvestmentExpensesNotIncldAmt
Other Revenues Not Included$53,300,835OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$53,770,653RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$60,388,887TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$34,227,043TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$53,283,920OtherExpensesIncludedAmt
Expenses Not Reported$53,283,920ExpensesNotReportedAmt
Expenses Subtotal-$19,056,877ExpensesSubtotalAmt
Investment Expenses Not Incld2$469,818InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$53,116,750OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$53,586,568ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$34,529,691TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT FUNDS TO PROVIDE FUNDING AND SUPPORT FOR ITS PROGRAMS IN ACCORDANCE WITH APPLICABLE DONOR RESTRICTIONS.
PART X, LINE 2:THE FUND FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) SUBTOPIC 740-10, ACCOUNTING FOR INCOME TAXES, WHICH ADDRESSES THE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD FOR THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC SUBTOPIC 740-10 ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURES. THE FUND HAS CONCLUDED THAT THERE WERE NO UNCERTAINTIES TO DISCLOSE. THE FUND IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2020.
PART XI, LINE 2D - OTHER ADJUSTMENTS:REVENUE/(LOSS) FROM RELATED PARTY 16,420,423.
PART XI, LINE 4B - OTHER ADJUSTMENTS:ELMINATIONS DUE TO CONSOLIDATION 53,116,013. PASS-THROUGH INCOME FROM ALTERNATIVE INVESTMENTS 184,085. REFUNDS INCLUDED ON PART VIII, LINE 11 737.
PART XII, LINE 2D - OTHER ADJUSTMENTS:EXPENSES FROM RELATED PARTY 53,283,920.
PART XII, LINE 4B - OTHER ADJUSTMENTS:ELMINATIONS DUE TO CONSOLIDATION 53,116,013. TAX REFUNDS INCLUDED ON PART VIII, LINE 11 737.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA00INVESTMENT$12,630,198
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENT$687,435
NORTH AMERICA00INVESTMENT$256,443
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$13,574,076SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$13,574,076TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3, COLUMN (F):INVESTMENTS IN THE REGION OF CENTRAL AMERICA AND THE CARIBBEAN CONSIST OF A DIRECT INVESTMENT IN A HEDGE FUND AS WELL AS INVESTMENTS HELD IN PRIVATE EQUITY FUND OF FUNDS.
PART IV, LINE 1:THE ORGANIZATION IS REQUIRED TO FILE FORM 926 BECAUSE IT DOES MEET THE APPLICABLE OWNERSHIP THRESHOLD OR OTHER FILING REQUIREMENTS.
PART IV, LINE 3:THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 5471 BECAUSE IT DOES NOT MEET THE APPLICABLE OWNERSHIP THRESHOLD OR OTHER FILING REQUIREMENTS.
PART IV, LINE 4:THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 8621 BECAUSE IT DOES NOT MEET THE APPLICABLE OWNERSHIP THRESHOLD OR OTHER FILING REQUIREMENTS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (199 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
350ORG
20 JAY STREET SUITE 732BROOKLYNNY11201261150699501(C)(3)$10,000$0GENERAL SUPPORT
ACTION FOR A CLIMATE EMERGENCY
529 MAIN STREET SUITE 200CHARLESTOWNMA02129263106566501(C)(3)$250,000$0PROJECT SUPPORT - ENVIRONMENT
AIR ALLIANCE HOUSTON
2520 CAROLINE STREET SUITE 100HOUSTONTX77004760461030501(C)(3)$30,000$0PROJECT SUPPORT - ENVIRONMENT
ALASKA CONSERVATION FOUNDATION
2551 FORAKER DRIVEANCHORAGEAK99517920061466501(C)(3)$20,000$0GENERAL SUPPORT
ALLIANCE FOR A JUST SOCIETY
3518 SOUTH EDMUNDS STREETSEATTLEWA98119911635554501(C)(3)$150,000$0PROJECT SUPPORT - CHARITABLE
ALLIANCE FOR YOUTH ORGANIZING
810 7TH STREET NEWASHINGTONDC20002462465621501(C)(3)$200,000$0GENERAL SUPPORT
ALLIED ARTS FOUNDATION
3518 FREMONT AVE N 521SEATTLEWA98103910829974501(C)(3)$30,000$0PROJECT SUPPORT - CHARITABLE
AMERICAN ATHEIST
225 CRISTIANI STCRANFORDNJ07016742466507501(C)(3)$50,000$0GENERAL SUPPORT
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF LOUISIANA
PO BOX 56157NEW ORLEANSLA70156720717944501(C)(3)$50,000$0GENERAL SUPPORT
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004136213516501(C)(3)$40,000$0GENERAL SUPPORT
AMERICAN FARMLAND TRUST
1150 CONNECTICUT AVE NW STE 600WASHINGTONDC20036521190211501(C)(3)$20,000$0GENERAL SUPPORT
AMERICANS FOR OXFORD
500 FIFTH AVENUE 32ND FLOORNEW YORKNY10110521495060501(C)(3)$155,000$0PROJECT SUPPORT - ENVIRONMENT
AMERICANS UNITED FOR SEPARATION OF CHURCH & STATE
1310 L STREET NW SUITE 200WASHINGTONDC20005530184647501(C)(3)$50,000$0GENERAL SUPPORT
ANIMAS VALLEY INSTITUTE
PO BOX 1020DURANGOCO81302841489411501(C)(3)$410,000$0GENERAL SUPPORT
APPALACHIAN MOUNTAINS ADVOCATES
PO BOX 507LEWISBURGWV24901550781483501(C)(3)$110,000$0PROJECT SUPPORT - ENVIRONMENT
ARIZONA CENTER FOR EMPOWERMENT
3120 N 19TH AVENUE SUITE 190PHOENIXAZ85015272366780501(C)(3)$90,000$0GENERAL SUPPORT
BARD COLLEGE
PO BOX 3000ANNANDALEONHUDSONNY12504141713034501(C)(3)$10,000$0PROJECT SUPPORT - CHARITABLE
BENNINGTON COLLEGE
ONE COLLEGE DRIVEBENNINGTONVT05201030179414501(C)(3)$30,000$0PROJECT SUPPORT - ENVIRONMENT
BERGGRUEN INSTITUTE
304 S BROADWAY STE 500LOS ANGELESCA90013465602320501(C)(3)$100,000$0PROJECT SUPPORT - ENVIRONMENT
BETTER FUTURE PROJECT
30 BOW STCAMBRIDGEMA02138471015198501(C)(3)$125,000$0PROJECT SUPPORT - ENVIRONMENT
BLACK ORGANIZING FOR LEADERSHIP AND DIGNITY
12864 BISCAYNE BLVD 106NORTH MIAMIFL33181832352971501(C)(3)$100,000$0GENERAL SUPPORT
BLACK VOTERS MATTER CAPACITY BUILDING INSTITUTE
3645 MARKETPLACE BLVDEAST POINTGA303445747823835203501(C)(3)$200,000$0GENERAL SUPPORT
BLUEPRINT NORTH CAROLINA INC
PO BOX 607DURHAMNC27278272459538501(C)(3)$200,000$0GENERAL SUPPORT
COUNCIL ON ARAB-ISLAMIC RELATIONS AZ
1819 S DOBSON RD SUITE 214MESAAZ85202861045521501(C)(3)$60,000$0GENERAL SUPPORT AND PROJECT SUPPORT - CHARITABLE
CAMPAIGN LEGAL CENTER
1101 14TH ST NW SUITE 400WASHINGTONDC20005043608387501(C)(3)$75,000$0GENERAL SUPPORT
CARBON TRACKER INITIATIVE
215 LEXINGTON AVE FL 10NEW YORKNY10016823744547501(C)(3)$30,000$0PROJECT SUPPORT - ENVIRONMENT
CENTER FOR BIOLOGICAL DIVERSITY
378 NORTH MAIN AVENUETUSCONAZ85701273943866501(C)(3)$375,000$0PROJECT SUPPORT - ENVIRONMENT
CENTER FOR CLIMATE INTEGRITY
5614 CONNECTICUT AVE NWWASHINGTONDC20015821659823501(C)(3)$3,500,000$0GENERAL SUPPORT
CENTER FOR CONSTITUTIONAL RIGHTS
666 BROADWAY 7TH FLOORNEW YORKNY10012226082880501(C)(3)$180,000$0GENERAL SUPPORT & PROJECT SUPPORT - ENVIRONMENT
CENTER FOR INVESTIGATIVE REPORTING
1400 65TH ST STE 200EMERYVILLECA94608942434026501(C)(3)$10,000$0GENERAL SUPPORT
CENTRAL CALIFORNIA ENVIRONMENTAL JUSTICE NETWORK
1907 N GATEWAY BLVD STE 103FRESNOCA93727871795259501(C)(3)$19,300$0PROJECT SUPPORT - ENVIRONMENT
CERES INC
99 CHAUNCY STREET 6TH FLRBOSTONMA02111223053747501(C)(3)$10,000$0GENERAL SUPPORT
CHESAPEAKE CLIMATE ACTION NETWORK
6930 CARROLL AVE STE 720TAKOMA PARKMD20912113644283501(C)(3)$175,000$0GENERAL SUPPORT & PROJECT SUPPORT - ENVIRONMENT
CHESTER RESIDENTS CONCERNED FOR QUALITY LIVING
PO BOX 101CRUM LYNNEPA19022232786151501(C)(3)$40,000$0PROJECT SUPPORT - ENVIRONMENT
CLIENTEARTH USA
23901 CALABASAS ROAD SUITE 1010CALABASASCA91302810722756501(C)(3)$60,000$0PROJECT SUPPORT - ENVIRONMENT
CLIMATE FIRST REPLACING OIL AND GAS
POST OFFICE BOX 23003VENTURACA93002462660066501(C)(3)$10,000$0PROJECT SUPPORT - ENVIRONMENT
COLUMBIA RIVERKEEPER
PO BOX 950HOOD RIVEROR97031911583492501(C)(3)$75,000$0PROJECT SUPPORT - ENVIRONMENT
COMMISSION SHIFT
212 FLORES AVENUELAREDOTX78040861580865501(C)(3)$200,000$0GENERAL SUPPORT
COMMITTEE FOR PLAQUEMINES RECOVERY
1552 HANGING MOSS LANEGRETNALA70056205586094501(C)(3)$35,000$0PROJECT SUPPORT - ENVIRONMENT
COMMON DEFENSE EDUCATION FUND
251 W 30TH ST 5TH FLNEW YORKNY10001871262978501(C)(3)$100,000$0PROJECT SUPPORT - ENVIRONMENT
COMMUNITY AID & DEVELOPMENT CORPORATION
2616 OLD WESLEY CHAPEL RD STE 10DECATURGA30034953402456501(C)(3)$100,000$0PROJECT SUPPORT - CHARITABLE
COMMUNITY FOUNDATION FOR THE ALLEGHENIES
216 FRANKLIN STREETJOHNSTOWNPA15901251637373501(C)(3)$806,865$0PROJECT SUPPORT - ENVIRONMENT
CONSERVATION LAW FOUNDATION
62 SUMMER STBOSTONMA02110046149986501(C)(3)$50,000$0PROJECT SUPPORT - ENVIRONMENT
COUNCIL ON AMERICAN-ISLAMIC RELATIONS (CAIR)
453 NEW JERSEY AVE SEWASHINGTONDC20003770646756501(C)(3)$50,000$0GENERAL SUPPORT
DELAWARE RIVERKEEPER NETWORK
925 CANAL STREET SUITE 3701BRISTOLPA19007743255972501(C)(3)$65,000$0PROJECT SUPPORT - ENVIRONMENT
DEMOCRACY COLLABORATIVE FOUNDATION
13800 FAIRHILL ROAD STE 215SHAKER HEIGHTSOH44120200387511501(C)(3)$15,000$0GENERAL SUPPORT
DEMOCRACY NORTH CAROLINA
3000 AERIAL CENTER PARKWAY SUITEMORRISVILLENC27560562271150501(C)(3)$40,000$0GENERAL SUPPORT160
DIG LAB FOUNDATION
2 5TH AVE APT 18FNEW YORKNY10011473833298501(C)(3)$100,000$0PROJECT SUPPORT - ENVIRONMENT
DUBOIS INSTITUTE FOR ENTREPENEURSHIP
602 LINDEN STDOTHANAL36303204446221501(C)(3)$75,000$0PROJECT SUPPORT - CHARITABLE
EARTH ISLAND INSTITUTE
2150 ALLSTON WAY STE 460BERKELEYCA94704942889684501(C)(3)$60,000$0PROJECT SUPPORT - ENVIRONMENT
EARTHRIGHTS INTERNATIONAL
1612 K ST NW STE 800WASHINGTONDC20006043265555501(C)(3)$195,000$0GENERAL SUPPORT & PROJECT SUPPORT - ENVIRONMENT
ECOLOGICAL HEALTH NETWORK
11 LOWELL STREETCAMBRIDGEMA02138853484507501(C)(3)$75,000$0GENERAL SUPPORT
EL PUEBLO INC
2321 CRABTREE BLVD STE 105RALEIGHNC27604561934310501(C)(3)$150,000$0PROJECT SUPPORT - DEMOCRACY
EL PUENTE DE WILLIAMSBURG
211 SOUTH 4TH STREETBROOKLYNNY11211112614265501(C)(3)$125,000$0PROJECT SUPPORT - ENVIRONMENT
ENVIRONMENTAL ADVOCATES NY
353 HAMILTON STREETALBANYNY12210222360736501(C)(3)$10,000$0PROJECT SUPPORT - ENVIRONMENT
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTH 17TH FLOORNEW YORKNY10010116107128501(C)(3)$50,000$0PROJECT SUPPORT - ENVIRONMENT
ENVIRONMENTAL INTEGRITY PROJECT
1000 VERMONT AVE NW STE 1100WASHINGTONDC20005201326922501(C)(3)$255,000$0PROJECT SUPPORT - ENVIRONMENT
FLOODLIGHT NEWS
712 H ST NE STE 1371WASHINGTONDC20002861433162501(C)(3)$80,000$0PROJECT SUPPORT - ENVIRONMENT
FLORIDA RISING
10800 BISCAYNE BLVD STE 1050MIAMIFL33161270167620501(C)(3)$100,000$0GENERAL SUPPORT
FOOD AND WATER WATCH
1616 P ST NW STE 300WASHINGTONDC20036320160439501(C)(3)$65,000$0PROJECT SUPPORT - ENVIRONMENT
FOOD CORPS
1140 SE 7TH AVENUE SUITE 110PORTLANDOR97214273990987501(C)(3)$10,000$0GENERAL SUPPORT
FOUNDATION FOR LOUISIANA
2022 ST BERNARD AVENUE SUITE 122BNEW ORLEANSLA70116203399944501(C)(3)$25,000$0PROJECT SUPPORT - ENVIRONMENT
FREEDOM FROM RELIGION FOUNDATION
10 N HENRY STMADISONWI53703391302520501(C)(3)$50,000$0GENERAL SUPPORT
FRESH ENERGY
408 SAINT PETER STREET SUITE 350MINNEAPOLISMN55102411735501501(C)(3)$100,000$0GENERAL SUPPORT
FRIENDS SEMINARY
222 E 16TH STNEW YORKNY10003901185581501(C)(3)$50,000$0GENERAL SUPPORT
FULL PLATES FULL POTENTIAL
14 MAINE STREET BOX 3BRUNSWICKME04011822032867501(C)(3)$10,000$0GENERAL SUPPORT
GAMES FOR CHANGE
6 E 43RD ST FL 15NEW YORKNY10017262623362501(C)(3)$75,000$0PROJECT SUPPORT - CHARITABLE
GLOBAL WARMING MITIGATION PROJECT
117 S SPRING STASPENCO81611823056808501(C)(3)$100,000$0GENERAL SUPPORT
GOVERNMENT ACCOUNTABILITY PROJECT
1612 K STREET NW SUITE 1100WASHINGTONDC20006521343924501(C)(3)$40,000$0PROJECT SUPPORT - ENVIRONMENT
GREEN AMERICA
1612 K ST NW STE 600WASHINGTONDC20006521660746501(C)(3)$15,000$0GENERAL SUPPORT
GREENLATINOS
2800 20TH STREETBOULDERCO80304263386082501(C)(3)$125,000$0PROJECT SUPPORT - ENVIRONMENT
GUN VIOLENCE ARCHIVE
1133 CONNECTICUT AVE NW STE 810WASHINGTONDC20036463582959501(C)(3)$281,945$0GENERAL SUPPORT
HEALTHY GULF
935 GRAVIER STREET SUITE 700NEW ORLEANSLA70112721447742501(C)(3)$260,000$0PROJECT SUPPORT - ENVIRONMENT
I-CIVICS
1035 CAMBRIDGE ST STE 21BCAMBRIDGEMA02141383796793501(C)(3)$50,000$0GENERAL SUPPORT
INFACT DBA CORPORATE ACCOUNTABILITY
10 MILK STREET SUITE 610BOSTONMA02108411322686501(C)(3)$50,000$0PROJECT SUPPORT - ENVIRONMENT
INGLESIDE ON THE BAY COASTAL WATCH ASSOCIATION
1018 BAYSHORE DRIVEINGLESIDETX78362843561197501(C)(3)$125,000$0PROJECT SUPPORT - ENVIRONMENT
INSIGHT MEDITATION SOCIETY
1230 PLEASANT STBARREMA01005510152810501(C)(3)$25,000$0GENERAL SUPPORT
INSTITUTE FOR ENERGY ECONOMICS AND FINANCIAL ANALYSIS
14900 DETROIT AVE SUITE 206LAKEWOODOH44107454244605501(C)(3)$340,000$0PROJECT SUPPORT - ENVIRONMENT
INSTITUTE FOR ENHANCED EQUITY
PO BOX 52319NEW ORLEANSLA70152851129350501(C)(3)$110,000$0PROJECT SUPPORT - ENVIRONMENT
INSTITUTE FOR LOCAL SELF RELIANCE INC
1200 18TH ST NW SUITE 700WASHINGTONDC20036237394104501(C)(3)$30,000$0PROJECT SUPPORT - CHARITABLE
INSTITUTE FOR MARKET TRANSFORMATION
1707 L ST NW STE 1050WASHINGTONDC20036943241464501(C)(3)$50,000$0PROJECT SUPPORT - ENVIRONMENT
INTERFAITH ALLIANCE FOUNDATION
2101 L STREET NW SUITE 800WASHINGTONDC20037810587332501(C)(3)$50,000$0GENERAL SUPPORT
INTERNATIONAL PLANNED PARENTHOOD FEDERATION
PO BOX 33787WASHINGTONDC20033204365831501(C)(3)$10,000$0GENERAL SUPPORT
ISAIAH
2356 UNIVERSITY AVE W SUITE 405SAINT PAULMN55114411957358501(C)(3)$87,000$0PROJECT SUPPORT - DEMOCRACY & GENERAL SUPPORT
JUST DETENTION INTERNATIONAL
3325 WILSHIRE BLVD STE 340LOS ANGELESCA90010133711840501(C)(3)$11,000$0GENERAL SUPPORT
LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
740 15TH ST NW STE 700WASHINGTONDC20005521379661501(C)(3)$10,000$0GENERAL SUPPORT
LITTLE RED SCHOOL HOUSE & ELISABETH IRWIN
272 SIXTH AVENUENEW YORKNY10014135562268501(C)(3)$15,000$0GENERAL SUPPORT
LIVEABLE ARLINGTON
903 LOCH LOMOND DRIVEARLINGTONTX76012821161342501(C)(3)$30,000$0GENERAL SUPPORT
LOUISIANA BUCKET BRIGADE
3416 CANAL STREET NO BNEW ORLEANSLA70119721488935501(C)(3)$630,000$0GENERAL SUPPORT & PROJECT SUPPORT - ENVIRONMENT
LOUISIANAS CREOLE CULTURAL CENTER (THE DESCENDANTS PROJECT)
5593 HIGHWAY 18VACHERIELA70090853094098501(C)(3)$50,000$0PROJECT SUPPORT - ENVIRONMENT
MAINE COAST HERITAGE TRUST
1 BOWDOIN MILL ISLAND STTOPSHAMME040861265237099105501(C)(3)$23,500$0GENERAL SUPPORT
MAINE COMMUNITY FOUNDATION
245 MAIN STREETELLSWORTHME04605010391479501(C)(3)$60,000$0PROJECT SUPPORT - CHARITABLE
MAINE CONSERVATION ALLIANCE
295 WATER ST STE 9AUGUSTAME04330010541478501(C)(3)$10,000$0GENERAL SUPPORT
MEDICAL STUDENTS FOR CHOICE
PO BOX 40935PHILADELPHIAPA19107205263777501(C)(3)$100,000$0GENERAL SUPPORT
MESA REFUGE
PO BOX 1389POINT REYES STATIONCA94956462740651501(C)(3)$50,000$0PROJECT SUPPORT - CHARITABLE
MEXICAN AMERICAN LEGAL DEFENSE AND EDUCATIONAL FUND
634 S SPRING ST 1100LOS ANGELESCA90014741563270501(C)(3)$80,000$0GENERAL SUPPORT
MICAH 68 MISSION
624 WEST VERDINE STREETSULPHURLA70663853549698501(C)(3)$150,000$0PROJECT SUPPORT - ENVIRONMENT
MINISTER ELDERS AND DEACONS OF THE REFORMED PROTESTANT CHURCH OF THE CITY O
50 EAST 7TH STREETNEW YORKNY10003135564117501(C)(3)$25,000$0PROJECT SUPPORT - CHARITABLE
MISSOURI ORGANIZING AND VOTER ENGAGEMENT COLLABORATIVE
4526 PASEO BLVDKANSAS CITYMO631103420431619531501(C)(3)$75,000$0GENERAL SUPPORT
MOTHERS OUT FRONT
PO BOX 55071BOSTONMA02205465758600501(C)(3)$10,000$0GENERAL SUPPORT
MOUNT DESERT LAND AND GARDEN PRESERVE
92 COOKSEY DRSEAL HARBORME04675237102758501(C)(3)$20,000$0GENERAL SUPPORT
MOVEMENT STRATEGY CENTER
1625 CLAY STREET 6TH FLOOROAKLANDCA94612201037643501(C)(3)$100,000$0PROJECT SUPPORT - CHARITABLE
NATIONAL ACADEMY OF SCIENCES
500 FIFTH ST NW KECK 1057WASHINGTONDC20001530196932501(C)(3)$15,000$0PROJECT SUPPORT - ENVIRONMENT
NATIONAL ASIAN PACIFIC AMERICAN WOMENS FORUM
PO BOX 13255CHICAGOIL60613364799986501(C)(3)$100,000$0PROJECT SUPPORT - DEMOCRACY
NATIONAL IMMIGRATION LAW CENTER (NILC)
3450 WILSHIRE BLVD 108-62LOS ANGELESCA90010954539765501(C)(3)$30,000$0GENERAL SUPPORT
NATIONAL REDISTRICTING FOUNDATION
17 E MONROE STREETWASHINGTONDC20002820757693501(C)(3)$40,000$0GENERAL SUPPORT
NATIONAL TRUST FOR HISTORIC PRESERVATION
600 14TH STREET NW SUITE 500WASHINGTONDC20005530210807501(C)(3)$225,000$0PROJECT SUPPORT - CHARITABLE
NATIONAL YOUNG FARMERS COALITION
418 BROADWAY SUITE 4ALBANYNY12207472072946501(C)(3)$10,000$0PROJECT SUPPORT - CHARITABLE
NEO PHILANTHROPY
45 WEST 36TH STREET 6TH FLOORNEW YORKNY10018133191113501(C)(3)$250,000$0PROJECT SUPPORT - CHARITABLE
NEW AMERICA FOUNDATION
740 15TH ST NW STE 900WASHINGTONDC20005522096845501(C)(3)$43,000$0PROJECT SUPPORT - ECONOMIC JUSTICE FOR WOMEN
NEW GEORGIA PROJECT
830 GLENWOOD AVE SE SUITE 510-221ATLANTAGA30316821348307501(C)(3)$110,000$0PROJECT SUPPORT - DEMOCRACY & GENERAL SUPPORT
NEW JERSEY CONSERVATION FOUNDATION
170 LONGVIEW ROADFAR HILLSNJ07931226065456501(C)(3)$20,000$0PROJECT SUPPORT - ENVIRONMENT
NEW MEXICO INTERFAITH POWER AND LIGHT
PO BOX 27162ALBUQUERQUENM87125264654545501(C)(3)$40,000$0PROJECT SUPPORT - ENVIRONMENT
NEW MEXICO VOICES FOR CHILDREN
625 SILVER AVE SW STE 195ALBUQUERQUENM871023186850348301501(C)(3)$275,000$0PROJECT SUPPORT - ENVIRONMENT
NEW VENTURE FUND
1201 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036205806345501(C)(3)$50,000$0PROJECT SUPPORT - ECONOMIC JUSTICE FOR WOMEN300
NEW YORK PUBLIC INTEREST RESEARCH GROUP
9 MURRAY ST LOWER LEVELNEW YORKNY10007132876109501(C)(3)$280,000$0PROJECT SUPPORT - ENVIRONMENT
NEW YORK UNIVERSITY
70 WASHINGTON SQUARE SOUTHNEW YORKNY10012135562308501(C)(3)$60,000$0PROJECT SUPPORT - ENVIRONMENT
NEW YORK UNIVERSITY SCHOOL OF LAW
105 EAST 17TH STREET 3RD FLOORNEW YORKNY10003135562308501(C)(3)$60,000$0PROJECT SUPPORT - ENVIRONMENT
NISKANEN CENTER
1201 NEW YORK AVE NW STE 200BWASHINGTONDC20005455308952501(C)(3)$250,000$0PROJECT SUPPORT - ENVIRONMENT
NORTH CAROLINA ASIAN AMERICAN COMMUNITIES TOGETHER
711 HILLSBOROUGH ST SUITE 102RALEIGHNC27603813125435501(C)(3)$150,000$0GENERAL SUPPORT
NORTH MAIN STREET FUND
114 NORTH MAIN STREET SUITE 201CONCORDNH03301822861559501(C)(3)$300,000$0GENERAL SUPPORT
NORTHERN PLAINS RESCOURCE COUNCIL
220 S 27TH STREET SUITE ABILLINGSMT59101810367205501(C)(3)$7,500$0PROJECT SUPPORT - ENVIRONMENT
NOVA UKRAINE
963 MEARS COURTSTANFORDCA94305465335435501(C)(3)$50,000$0GENERAL SUPPORT
OCCIDENTAL ARTS & ECOLOGY CENTER
15290 COLEMAN VALLEYOCCIDENTALCA95465680359676501(C)(3)$25,000$0PROJECT SUPPORT - ENVIRONMENT
OHIO ORGANIZING COLLABORATIVE
25 EAST BOARDMAN STREETYOUNGSTOWNOH44503261601472501(C)(3)$315,000$0PROJECT SUPPORT - DEMOCRACY & GENERAL SUPPORT
ONE ARIZONA
3104 E CAMELBACK RD UNIT 7651PHOENIXAZ85016371782220501(C)(3)$150,000$0PROJECT SUPPORT - DEMOCRACY
ONE EARTH PHILANTHROPY
8611 WASHINGTON BLVD SUITE 8633CULVER CITYCA90232852588841501(C)(3)$25,000$0PROJECT SUPPORT - ENVIRONMENT
ORGANIZERS IN THE LAND OF ENCHANTMENT (OLE)OLE EDUCATION FUND
411 BELLAMAH AVE NWALBUQUERQUENM87102271275857501(C)(3)$12,000$0PROJECT SUPPORT - DEMOCRACY
ORGANIZERS INSTITUTE SOUTH AND WEST IAF
704 E WONSLEY DRIVE SUITE 200AUSTINTX78753811555941501(C)(3)$200,000$0PROJECT SUPPORT - ENVIRONMENT
PENNFUTURE
610 N THIRD STHARRISBURGPA17101311607866501(C)(3)$50,000$0PROJECT SUPPORT - ENVIRONMENT
PEOPLE POWER AND LIGHT
17 GORDON AVE STE 201APROVIDENCERI02905050519532501(C)(3)$56,250$0PROJECT SUPPORT - ENVIRONMENT
PEOPLE'S ACTION INSTITUTE
1130 N MILWAUKEE AVECHICAGOIL61647362755109501(C)(3)$200,000$0PROJECT SUPPORT - DEMOCRACY
PHILADELPHIANS ORGANIZED TO WITNESS EMPOWER AND REBUILD (POWER INTERFAITH
1429 N 11TH STREETPHILADELPHIAPA19122274327457501(C)(3)$70,000$0GENERAL SUPPORT
PICO CALIFORNIA
2000 FRANKLIN ST 3RD FLOOROAKLANDCA94612872249221501(C)(3)$75,000$0GENERAL SUPPORT
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM ST 10TH FLOORNEW YORKNY10038131644147501(C)(3)$15,000$0GENERAL SUPPORT
PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
784 HERCULES DR SUITE 110COLCHESTERVT05446030222941501(C)(3)$15,000$0GENERAL SUPPORT
PLAYERS PHILANTHROPY FUND
1122 KENILWORTH DR STE 201TOWSONMD21204276601178501(C)(3)$100,000$0PROJECT SUPPORT - CHARITABLE
PODER IN ACTION
5877 W INDIAN SCHOOL RDPHOENIXAZ85031462284158501(C)(3)$150,000$0GENERAL SUPPORT
PORTLAND TRAILS
305 COMMERCIAL STREETPORTLANDME04101010463028501(C)(3)$10,000$0GENERAL SUPPORT
POST-LANDFILL ACTION NETWORK (STUDENT-LED SUSTAINABLE INITIATIVES)
1 WASHINGTON ST STE 3123DOVERNH03820463019082501(C)(3)$30,000$0PROJECT SUPPORT - ENVIRONMENT
POWERSWITCH ACTION
2000 14TH ST NW SUITE 104WASHINGTONDC20056455616367501(C)(3)$100,000$0PROJECT SUPPORT - DEMOCRACY
PREBLE STREET
55 PORTLAND STREETPORTLANDME04101010418917501(C)(3)$10,000$0GENERAL SUPPORT
PRESIDENT & FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVE STE 3CAMBRIDGEMA02138042103580501(C)(3)$205,000$0PROJECT SUPPORT - ENVIRONMENT, DEMOCRACY AND CHARITABLE
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
152 MAPLE STREET CONTROLLERS OMIDDLEBURYVT05753030179298501(C)(3)$475,000$0PROJECT SUPPORT - ENVIRONMENT
PROJECT ON GOVERNMENT OVERSIGHT
1100 13TH STREET NW SUITE 800WASHINGTONDC20005521739443501(C)(3)$35,000$0GENERAL SUPPORT
PROTEUS FUND
15 RESEARCH DRIVE SUITE BAMHERSTMA01002043243004501(C)(3)$100,000$0PROJECT SUPPORT - CHARITABLE
QUALITY HOUSING COALITION
188 STATE ST STE 402PORTLANDME04101824353021501(C)(3)$30,000$0PROJECT SUPPORT - CHARITABLE
RE POWER FUND
2136 FORD PARKWAY 5523SAINT PAULMN55116352191193501(C)(3)$50,000$0PROJECT SUPPORT - DEMOCRACY
REALITY HACK
10 DAY ST 1CAMBRIDGEMA02410843780556501(C)(3)$25,000$0PROJECT SUPPORT - CHARITABLE
REGISTER2VOTE FUND
611 PENNSYLVANIA AVENUE SUITE 143WASHINGTONDC20003842487707501(C)(3)$25,000$0PROJECT SUPPORT - ENVIRONMENT
REPRESENT US EDUCATION FUND
PO BOX 60008FLORENCEMA01062263088283501(C)(3)$20,000$0GENERAL SUPPORT
RIVER VALLEY ORGANIZING
506 WALNUT STEAST LIVERPOOLOH43920854007712501(C)(3)$70,000$0PROJECT SUPPORT - ENVIRONMENT & GENERAL SUPPORT
ROCKEFELLER PHILANTHROPY ADVISORS INC
120 BROADWAY SUITE 3475NEW YORKNY10271133615533501(C)(3)$48,532$0PROJECT SUPPORT - ENVIRONMENT
ROCKWOOD LEADERSHIP INSTITUTE
548 MARKET ST PMB 48614SAN FRANCISCOCA94104721552165501(C)(3)$50,000$0PROJECT SUPPORT - CHARITABLE
SE-SI-LE
3403 LUMMI SHORE RDBELLINGHAMWA98226853254085501(C)(3)$100,000$0PROJECT SUPPORT - CHARITABLE
SHAKESPEARE THEATRE COMPANY
516 EIGHTH STREET SEWASHINGTONDC20003521405988501(C)(3)$250,000$0GENERAL SUPPORT
SIERRA CLUB FOUNDATION
2101 WEBSTER ST SUITE 1250OAKLANDCA94612946069890501(C)(3)$25,000$0GENERAL SUPPORT
SOLIDAIRE NETWORK
1423 BROADWAY 314 3RD FLOOROAKLANDCA94612842130536501(C)(3)$20,000$0GENERAL SUPPORT
SOUTHERN COALITION FOR SOCIAL JUSTICE
1415 WEST HIGHWAY 54 SUITE 101DURHAMNC27707260688375501(C)(3)$40,000$0GENERAL SUPPORT
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36102630598743501(C)(3)$17,500$0GENERAL SUPPORT
SOUTHERN VISION ALLIANCE
PO BOX 51698DURHAMNC27717611639641501(C)(3)$120,000$0PROJECT SUPPORT - CHARITABLE
SOUTHWINGS
35 HAYWOOD STREET SUITE 201ASHEVILLENC28801813346308501(C)(3)$75,000$0PROJECT SUPPORT - ENVIRONMENT
STATE POWER FUND
425 CHERRY STREET 2ND FLOORKENTOH44240853982823501(C)(3)$150,000$0PROJECT SUPPORT - DEMOCRACY
STATE VOICES
1616 P STREET NW SUITE 220WASHINGTONDC20036201115618501(C)(3)$150,000$0PROJECT SUPPORT - DEMOCRACY
SUSTAINABLE MARKETS FOUNDATION
45 WEST 36TH STREETNEW YORKNY10018134188834501(C)(3)$310,000$0PROJECT SUPPORT - ENVIRONMENT
TAKEACTION MINNESOTA EDUCATION FUND
705 RAYMOND AVE STE 100ST PAULMN55114411635130501(C)(3)$190,000$0PROJECT SUPPORT - ECONOMIC JUSTICE FOR WOMEN
TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND
PO BOX 42278AUSTINTX78704742808805501(C)(3)$965,000$0PROJECT SUPPORT - ENVIRONMENT
TEXAS SOUTH UNIVERSITY FOUNDATION
3100 CLEBURNE STHOUSTONTX77004741620415501(C)(3)$20,000$0PROJECT SUPPORT - ENVIRONMENT
TULANE CENTER FOR ENVIRONMENTAL LAWTULANE UNIVERSITY
6823 ST CHARLES AVENUENEW ORLEANSLA70118720423889501(C)(3)$350,000$0PROJECT SUPPORT - ENVIRONMENT & GENERAL SUPPORT
THE BLAKE SCHOOL
110 BLAKE RD SHOPKINSMN55343237243247501(C)(3)$25,000$0GENERAL SUPPORT
THE CENTURY FOUNDATION
1 WHITEHALL ST FL 15NEW YORKNY10004131624235501(C)(3)$50,000$0PROJECT SUPPORT - ECONOMIC JUSTICE FOR WOMEN
THE COUNCIL ON STRATEGIC RISKSCOUNCIL ON STRATEGIC RISKS
1025 CONNECTICUT AVE NW SUITE 1000WASHINGTONDC20036823106472501(C)(3)$10,000$0PROJECT SUPPORT - ENVIRONMENT
THE GREATER ME FOUNDATION
3017 BOLLING WAY NE 144ATLANTAGA30305462603022501(C)(3)$50,000$0PROJECT SUPPORT - ENVIRONMENT
THE INNOCENCE PROJECT
40 WORTH STREETNEW YORKNY10003320077563501(C)(3)$50,000$0GENERAL SUPPORT
THE LAND INSTITUTE
2440 EAST WATER WELL ROADSALINAKS67401480842156501(C)(3)$892,000$0PROJECT SUPPORT - ENVIRONMENT
THE LENS
2216 NASHVILLE AVENUENEW ORLEANSLA70115272072772501(C)(3)$75,000$0PROJECT SUPPORT - ENVIRONMENT
TIDES CENTER
1012 TORNEY AVENUESAN FRANCISCOCA94124943213100501(C)(3)$223,000$0PROJECT SUPPORT - DEMOCRACY
TIDES FOUNDATION
1012 TORNEY AVENUESAN FRANCISCOCA94124510198509501(C)(3)$266,100$0PROJECT SUPPORT - ENVIRONMENT
TRUSTEES OF BOSTON UNIVERSITY
25 BUICK STREETBOSTONMA02115042103547501(C)(3)$176,000$0GENERAL SUPPORT
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
622 WEST 113TH STREETNEW YORKNY10025135598093501(C)(3)$102,000$0PROJECT SUPPORT - CHARITABLE
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARECAMBRIDGEMA02138042535767501(C)(3)$100,000$0PROJECT SUPPORT - ENVIRONMENT & GENERAL SUPPORT
UNITED FOR A FAIR ECONOMY
184 HIGH STREET SUITE 603BOSTONMA02110043286118501(C)(3)$7,000$0GENERAL SUPPORT
USA HELLO
PO BOX 15167PORTLANDOR97293453789421501(C)(3)$525,200$0PROJECT SUPPORT - CHARITABLE & GENERAL SUPPORT
VERMONT PUBLIC INTEREST RESEARCH EDUCATION FUND
141 MAIN ST STE 6MONTPELIERVT05602510163801501(C)(3)$85,000$0PROJECT SUPPORT - ENVIRONMENT
VOCES DE LA FRONTERA
1027 S 5TH STMILWAUKEEWI53204392010107501(C)(3)$115,000$0GENERAL SUPPORT
WASHINGTON CONSERVATION ACTION EDUCATION FUND
1402 3RD AVE STE 1400SEATTLEWA98101910839385501(C)(3)$30,000$0PROJECT SUPPORT - ENVIRONMENT
WASHINGTON ENVIRONMENTAL COUNCIL
1402 THIRD AVENUE SUITE 1400SEATTLEWA98101910839385501(C)(3)$20,000$0PROJECT SUPPORT - ENVIRONMENT
WEST VIRGINIA RIVERS COALITION
3501 MACCORKLE AVE SECHARLESTONWV25304521736621501(C)(3)$210,000$0GENERAL SUPPORT & PROJECT SUPPORT - ENVIRONMENT
WESTERN ENVIRONMENTAL LAW CENTER
120 SHELTON MCMURPHEY BLVD STE 340EUGENEOR97401931010269501(C)(3)$100,000$0PROJECT SUPPORT - ENVIRONMENT
WILD VIRGINIA INCORPORATEDWILD VIRGINIA
PO BOX 1065CHARLOTTESVILLEVA22902541841861501(C)(3)$30,000$0GENERAL SUPPORT & PROJECT SUPPORT - ENVIRONMENT
WILDEARTH GUARDIANS
516 ALTO STREETSANTA FENM87501850406306501(C)(3)$50,000$0PROJECT SUPPORT - ENVIRONMENT
WILLIAM J BRENNAN JR CENTER FOR JUSTICEBRENNAN CENTER AT NYU SCHOOL OF L
120 BROADWAY SUITE 1750NEW YORKNY10271133839293501(C)(3)$60,000$0GENERAL SUPPORT
WILLOWELL FOUNDATION
PO BOX 314BRISTOLVT05443030366363501(C)(3)$15,000$0PROJECT SUPPORT - CHARITABLE
WINDCALL INSTITUTE
360 GRAND AVE UNIT 359OAKLANDCA94610931438490501(C)(3)$100,000$0GENERAL SUPPORT
WOMEN'S REFUGEE COMMISSION
15 WEST 37TH STREET 9TH FLOORNEW YORKNY10018463668128501(C)(3)$10,000$0GENERAL SUPPORT
WORKMONEY FOUNDATION
790 NORTH MILWAUKEE STREET SUITEMILWAUKEEWI53202881168529501(C)(3)$100,000$0PROJECT SUPPORT - ECONOMIC JUSTICE FOR WOMEN300
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001273521132501(C)(3)$50,000$0GENERAL SUPPORT
WORLD WITHOUT ICE EXHIBITSECOLOGY CENTER INC
443 BROOKSIDE DRANN ARBORMI48105822826765501(C)(3)$10,000$0GENERAL SUPPORT
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521060646973501(C)(3)$50,000$0PROJECT SUPPORT - ENVIRONMENT
FieldValueIRS element (for citing)
Total501c3 Org199Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationBEFORE GRANT FUNDING IS PROVIDED TO AN ORGANIZATION, THE ROCKEFELLER FAMILY FUND (THE FUND) REQUESTS AND REVIEWS ORGANIZATIONAL INFORMATION FROM PROSPECTIVE GRANTEES, INCLUDING AUDITED FINANCIAL STATEMENTS, TAX RETURN INFORMATION, AND, IF APPLICABLE, FUNDING PROPOSALS. THE FUND ALSO PERFORMS A DUE DILIGENCE CHECK, TO CONFIRM THAT THE ORGANIZATION IS IN GOOD STANDING AND A RECOGNIZED PUBLIC CHARITY OR OTHER TYPE OF PERMISSIBLE GRANTEE. GRANT FUNDS ARE PROVIDED AFTER A GRANT AGREEMENT IS EXECUTED BY BOTH PARTIES SETTING OUT THE PERMISSIBLE AND PROHIBITED USES OF FUNDS. THE FUND MONITORS THE USE OF GRANT FUNDS IN A VARIETY OF WAYS: THE FUND REQUIRES AN ANNUAL NARRATIVE REPORT OF ACTIVITIES FINANCED BY THE GRANT. IF RELEVANT, A FINANCIAL REPORT DETAILING THE EXPENDITURE OF GRANT FUNDS IS REQUIRED. OFTEN LARGER GRANTS ARE DISTRIBUTED IN AT LEAST TWO PAYMENTS, WITH THE LATTER PAYMENT RELEASED ONLY AFTER REVIEW OF THE GRANTEE'S WORK DURING THE PREVIOUS PERIOD. FOR SIGNIFICANT GRANTS, THE FUND REGULARLY SPEAKS WITH THE GRANTEE THROUGHOUT THE GRANT PERIOD TO ASSESS THE GRANTEE'S PERFORMANCE AND DISCUSS CORRECTIVE ACTION, IF NECESSARY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LEE H WASSERMAN
EXECUTIVE DIRECTOR & SECRETARY$347,999$0$0$0$460,674$0$62,700$0$46,532$0$917,905$0$418,861$0
LISA GUIDE
ASSOCIATE DIRECTOR$279,539$0$0$0$4,134$0$43,257$0$47,122$0$374,052$0$0$0
JULIE FERNANDES
ASSOCIATE DIRECTOR FOR DEMOCRACY$275,339$0$0$0$2,642$0$40,014$0$47,553$0$365,548$0$0$0
SARAH A BRENNAN
ASSOCIATE DIRECTOR FOR OIL AND GAS$215,004$0$0$0$51,408$0$40,363$0$27,874$0$334,649$0$0$0
LAWRENCE G SHAPIRO
ASSOCIATE DIRECTOR-PROG. DEV.$249,964$0$0$0$7,006$0$48,413$0$24,515$0$329,898$0$0$0
ROXANNE STACHOWSKI
DEPUTY DIRECTOR$179,549$0$0$0$346$0$27,750$0$44,914$0$252,559$0$0$0
LAMIN CEESAY
TREASURER$90,368$0$0$0$285$0$14,102$0$24,766$0$129,521$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AHOUSING ALLOWANCE IS BASED ON A FIXED AMOUNT DETERMINED BY THE COMPENSATION COMMITTEE. THE 2023 HOUSING ALLOWANCE IN THE AMOUNT OF $31,800 PAID TO LEE WASSERMAN, DIRECTOR & SECRETARY, IS INCLUDED IN THE REPORTABLE COMPENSATION, PART II, COLUMN B (III).
PART I, LINE 4BIN MARCH 2020, THE FUND ENTERED INTO A NEW SUPPLEMENTAL RETIREMENT PLAN FOR LEE H. WASSERMAN. AS OF DECEMBER 31, 2023, A LIABILITY OF $342,704 IS INCLUDED IN PENSION COSTS REPRESENTING THE VALUE OF THE FUND'S CURRENT OBLIGATION TO THE SERP. IN 2023, DISTRIBUTION WAS MADE TO LEE H. WASSERMAN, AS INSTRUCTED BY THE SUPPLEMENTAL RETIREMENT PLAN AGREEMENTS, IN THE AMOUNT OF $418,861. THE DISTRIBUTION AMOUNT IS REPORTED IN PART II, COLUMN (B)(III).
PART II, LINE 8:THE TREASURER IS PAID BY AN UNRELATED ORGANIZATION, ROCKEFELLER BROTHERS FUND (RBF), EIN 13-1760106, FOR SERVICES RENDERED TO THE FILING ORGANIZATION. TWENTY-ONE HOURS PER WEEK ARE DEVOTED AND ITS ALLOCABLE SHARE OF COMPENSATION, PENSION, AND BENEFITS ARE REPORTED ON PART VII.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$5,625,638NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG. SELLING PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2LUCIA GILL CASE AND PETER GILL CASE HAVE A FAMILY RELATIONSHIP. MICHAEL LAMBERT AND REBECCA LAMBERT HAVE A FAMILY RELATIONSHIP. ELIZA ROCKEFELLER AND TARA ROCKEFELLER HAVE A FAMILY RELATIONSHIP. MIRANDA KAISER AND NEVA GOODWIN HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 4THE BY-LAWS WERE AMENDED BY THE BOARD OF TRUSTEES IN 2023. CHANGES MADE TO THE AMENDED BY-LAWS, INCLUDED THE FOLLOWING PRINCIPAL REVISIONS, IN ADDITION TO OTHER SMALLER CHANGES: - ARTICLE VII: PRESIDENT'S TERM LIMIT INCREASED FROM SEVEN YEARS TO TWELVE YEARS.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE ITS FORM 990 AND HAS IMPLEMENTED A COMPREHENSIVE REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS BOTH COMPLETE AND ACCURATE. ONCE THE FORM 990 IS PREPARED, IT UNDERGOES A DETAILED REVIEW BY MANAGEMENT BEFORE BEING PRESENTED TO THE ORGANIZATION BY ITS OUTSIDE TAX PROFESSIONALS. THIS PRESENTATION IS MADE TO SOME OF THE MEMBERS OF THE GOVERNING BOARD AND LEGAL COUNSEL. DURING THIS OVERVIEW, A THOROUGH REVIEW WITH A COLLABORATIVE APPROACH IS CONDUCTED WITH QUESTIONS RAISED AND ADDRESSED THROUGHOUT THE DISCUSSION TO CLARIFY ANY UNCERTAINTIES AND TO VERIFY THE INTEGRITY OF THE INFORMATION REPORTED. FOLLOWING THIS REVIEW, THE FINALIZED FORM 990 IS ELECTRONICALLY SENT TO THE BOARD FOR FORMAL APPROVAL. UPON RECEIVING THE BOARD'S APPROVAL AND CONSENT, THE RETURN IS PROMPTLY FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CEACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, AND KEY PERSON MUST ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS: (A) RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (B) READ AND UNDERSTANDS THE POLICY, (C) AGREED TO COMPLY WITH THE POLICY, (D)SUBMITTED A STATEMENT TO THE SECRETARY IDENTIFYING TO THE BEST OF SUCH INDIVIDUAL'S KNOWLEDGE (I) ANY ENTITY OF WHICH SUCH INDIVIDUAL IS AN OFFICER, DIRECTOR, TRUSTEE, MEMBER, OWNER, OR EMPLOYEE AND WITH WHICH THE ORGANIZATION HAS A RELATIONSHIP, AND (II) ANY TRANSACTION IN WHICH THE ORGANIZATION IS A PARTICIPANT AND IN WHICH THE INDIVIDUAL MIGHT HAVE A CONFLICTING INTEREST, AND (III) ANY RELATED PARTY TRANSACTIONS, AND(E) UNDERSTANDS THE FUND IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. STEPS IN DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE MUST LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS MUST DECIDE IF A CONFLICT OF INTEREST EXISTS. IN NO EVENT CAN AN INTERESTED PERSON INFLUENCE IMPROPERLY THE DELIBERATION OR VOTING ON THE MATTER GIVING RISE TO A CONFLICT OR POSSIBLE CONFLICT. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT: IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT MUST INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
FORM 990, PART VI, SECTION B, LINE 15THE ROCKEFELLER FAMILY FUND'S INDEPENDENT EXECUTIVE COMMITTEE REVIEWS ALL COMPENSATION MATTERS. THE COMMITTEE MEETS ANNUALLY TO CONSIDER THE PERFORMANCE OF THE DIRECTOR AND, AT REGULAR INTERVALS, CONSIDER COMPARABLE COMPENSATION DATA FOR CEOS IN CHARGE OF SIMILAR ORGANIZATIONS. THE PROCESS WAS LAST UNDERTAKEN IN 2023. ON THE BASIS OF THE ANNUAL PERFORMANCE REVIEW AND SAID COMPENSATION DATA, THE COMMITTEE ESTABLISHES THE COMPENSATION FOR THE DIRECTOR FOR THE SUCCEEDING YEAR. THE COMMITTEE ALSO REVIEWS THE DIRECTOR'S COMPENSATION RECOMMENDATIONS FOR OTHER KEY ORGANIZATIONAL STAFF. THE COMMITTEE MAINTAINS CONTEMPORANEOUS DOCUMENTATION OF ITS PROCEEDINGS, DELIBERATIONS, AND SUPPORTING MATERIAL IN THE MINUTES.
FORM 990, PART VI, SECTION C, LINE 19THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE MADE AVAILABLE AS REQUIRED BY LAW.
FORM 990, PART VII, SECTION A:LAMIN CEESAY, TREASURER, PROVIDES SERVICES TO THE ROCKEFELLER FAMILY FUND (RFF) AND DEVOTES APPROXIMATELY 21 HOURS PER WEEK IN HIS ROLE. HE IS COMPENSATED BY THE ROCKEFELLER BROTHERS FUND (RBF), AN UNRELATED BUT AFFILIATED ORGANIZATION, UNDER A COST-SHARING AGREEMENT, WITH RFF REIMBURSING RBF FOR THE COST OF HIS SERVICES.
FORM 990, PART IX, LINE 11GADMINISTRATIVE AND PROGRAMMATIC CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 4,101,256. MANAGEMENT AND GENERAL EXPENSES 115,699. FUNDRAISING EXPENSES 37,270. TOTAL EXPENSES 4,254,225. TEMP STAFFING: PROGRAM SERVICE EXPENSES 2,495. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,495.
FORM 990, PART IX, LINE 7:THE TIOGA FUND AND THE ROCKEFELLER FAMILY FUND (RFF) HAVE A SHARED SERVICES AGREEMENT, UNDER WHICH TIOGA FUND PAYS RFF FOR TIOGA'S USE OF RFF'S PERSONNEL AND OTHER RESOURCES. RFF EMPLOYS ALL PERSONNEL, WHO THEN PROVIDE SERVICES TO THE TIOGA FUND AS NEEDED. THE TIOGA FUND PROVIDES FUNDS TO RFF TO COVER THE FULL COSTS OF THESE SERVICES. THERE IS NO FINANCIAL OR ECONOMIC CONTROL BETWEEN THE TWO ENTITIES. THE TIOGA FUND'S PRESIDENT IS ALSO THE PRESIDENT OF RFF. THE TIOGA FUND IS TAX-EXEMPT UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. ITS MISSION IS TO DEVELOP AND IMPLEMENT ADVOCACY STRATEGIES TO ADVANCE CLIMATE CHANGE SOLUTIONS, ADDRESS WOMEN'S ECONOMIC INEQUALITY, IMPROVE THE NATION'S DEMOCRATIC INSTITUTIONS, AND PROTECT CITIZENS' CIVIL LIBERTIES. RFF BILLED TIOGA FUND $46,046 FOR 2023 SERVICES UNDER THE AGREEMENT.
FORM 990, PART XI, LINE 9:AMOUNT NOT YET RECOGNIZED AS A COMPONENT OF NET PERIODIC BENEFIT COST -33,232. OTHER CHANGES PER FINANCIAL STATEMENTS 499,714. PASS-THROUGH INCOME FROM ALTERNATIVE INVESTMENTS -184,085.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE WILLIAM B WIENER JR FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1330 MARSHALL STREET SUITE 640AddressLine1Txt
CitySHREVEPORTCityNm
State AbbreviationLAStateAbbreviationCd
ZIP711013036ZIPCd
FieldValueIRS element (for citing)
EIN726024398EIN
Primary ActivitiesCIVIL LIBERTIES, SUSTAINABLE ECOSYSTEMS, PROTECTING HUMAN HEALTHPrimaryActivitiesTxt
Legal Domicile StateLALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1ROCKEFELLER FAMILY FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE WILLIAM B WIENER JR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$53,116,013InvolvedAmt
Method Of Amount DeterminationBOOK VALUEMethodOfAmountDeterminationTxt

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