ROCKEFELLER FAMILY FUND INC DAF sponsor
Cite this
Plain text ROCKEFELLER FAMILY FUND INC. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/rockefeller-family-fund-inc-136257658. Retrieved 2026-10-25.
APA furp.org. (n.d.). ROCKEFELLER FAMILY FUND INC [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 25, 2026, from https://furp.org/org/rockefeller-family-fund-inc-136257658
MLA “ROCKEFELLER FAMILY FUND INC.” furp.org, tax years 2020–2024, https://furp.org/org/rockefeller-family-fund-inc-136257658. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $50.1M · expenses $48.2M · assets $216.8M
- EIN
- 13-6257658
- Address
- 475 RIVERSIDE DR RM 900, NEW YORK, NY 10115-0066
- Website
- WWW.RFFUND.ORG
- NTEE code
- T900
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- March 1968 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
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.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
13 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Lee H Wasserman | DIRECTOR & SECRETARY | 2020-2024 | $849,232 | $4,402,525 | 1 |
| Lisa Guide | ASSOCIATE DIRECTOR | 2020-2024 | $332,270 | $2,045,316 | 1 |
| Julie Fernandes | ASSOC. DIR. FOR DEMOCRACY | 2020-2024 | $383,297 | $1,708,124 | 1 |
| Sarah A Brennan | ASSOC. DIR. FOR OIL AND GAS | 2022-2024 | $355,392 | $923,410 | 1 |
| Bakeyah Nelson | SENIOR ADVISOR | 2024 | $301,864 | $301,864 | 1 |
| Lamin Ceesay | TREASURER | 2022-2024 | $139,664 | $293,105 | 1 |
| Christopher M Meyer | SENIOR ADVISOR | 2024 | $258,505 | $258,505 | 1 |
| Sarah L Thomas | SENIOR ADVISOR | 2024 | $251,602 | $251,602 | 1 |
| Lawrence G Shapiro (former) | ASSOCIATE DIRECTOR-PROG. DEV. | 2020-2023 | $329,898 | $1,691,421 | 1 |
| Roxanne Stachowski (former) | DEPUTY DIRECTOR | 2020-2023 | $252,559 | $766,052 | 1 |
| Katharine Redford (former) | EXE. DIRECTOR, EQUATION CAMPAIGN | 2020-2021 | $169,472 | $435,161 | 1 |
| Andrea Lawyer (former) | TREASURER, THRU OCTOBER 2022 | 2020-2022 | $75,888 | $309,401 | 1 |
| Heidi Binko (former) | EXECUTIVE DIRECTOR-JTF | 2020 | $259,343 | $259,343 | 1 |
Officers and directors, no compensation reported
21 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Miranda Kaiser | PRESIDENT/TRUSTEE | 2020-2024 | 4 | $0 reported | 3 |
| Lucia Gill Case | VICE PRESIDENT/TRUSTEE | 2020-2024 | 3 | $0 reported | 1 |
| Peter Gill Case | VICE PRESIDENT/TRUSTEE | 2020-2024 | 3 | $0 reported | 1 |
| Neva Goodwin | VICE PRESIDENT/TRUSTEE | 2020-2024 | 3 | $0 reported | 3 |
| Tara Rockefeller | VICE PRESIDENT/TRUSTEE | 2020-2024 | 3 | $0 reported | 1 |
| Liam Drury-Wang | VICE PRESIDENT/TRUSTEE | 2020-2024 | 3 | $0 reported | 1 |
| Alejandro Foung | TRUSTEE | 2021-2024 | 3 | $0 reported | 1 |
| Wendy Gordon | TRUSTEE | 2023-2024 | 3 | $0 reported | 1 |
| Michael Lambert | TRUSTEE | 2020-2024 | 3 | $0 reported | 2 |
| Phebe Pierson | TRUSTEE | 2020-2024 | 3 | $0 reported | 1 |
| Eliza Rockefeller | TRUSTEE | 2020-2024 | 3 | $0 reported | 1 |
| Lily Rockefeller | TRUSTEE | 2024 | 3 | $0 reported | 1 |
| Valerie Rockefeller | TRUSTEE | 2024 | 3 | $0 reported | 3 |
| Fran Sussner Rodgers | TRUSTEE | 2020-2024 | 3 | $0 reported | 1 |
| Naomi Waletzky | TRUSTEE | 2020-2024 | 3 | $0 reported | 1 |
| Celena Wang | TRUSTEE | 2024 | 3 | $0 reported | 1 |
| Anna Wiener | TRUSTEE | 2022-2024 | 3 | $0 reported | 1 |
| Tracy Toon Spencer (former) | TRUSTEE | 2020-2023 | 3 | $0 reported | 1 |
| Alexandra Chasin (former) | VICE PRESIDENT/TRUSTEE | 2020-2022 | 3 | $0 reported | 1 |
| Rebecca Lambert (former) | TRUSTEE | 2020-2022 | 3 | $0 reported | 2 |
| Clare M Pierson (former) | VICE PRESIDENT/TRUSTEE THRU NOV 2021 | 2020-2021 | 3 | $0 reported | 1 |
People by year
2024 · 25 people listed · 8 paid, $2.9M · 23 employees · 26 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LEE H WASSERMAN | DIRECTOR & SECRETARY | 50 | $732,005 | $0 | $117,227 | $849,232 | 1 |
| JULIE FERNANDES | ASSOC. DIR. FOR DEMOCRACY | 40 | $288,483 | $0 | $94,814 | $383,297 | 1 |
| SARAH A BRENNAN | ASSOC. DIR. FOR OIL AND GAS | 40 | $284,157 | $0 | $71,235 | $355,392 | 1 |
| LISA GUIDE | ASSOCIATE DIRECTOR | 32 | $260,776 | $0 | $71,494 | $332,270 | 1 |
| BAKEYAH NELSON | SENIOR ADVISOR | 40 | $234,723 | $0 | $67,141 | $301,864 | 1 |
| CHRISTOPHER M MEYER | SENIOR ADVISOR | 40 | $231,968 | $0 | $26,537 | $258,505 | 1 |
| SARAH L THOMAS | SENIOR ADVISOR | 40 | $228,563 | $0 | $23,039 | $251,602 | 1 |
| LAMIN CEESAY | TREASURER | 22 | $94,010 | $0 | $45,654 | $139,664 | 1 |
| MIRANDA KAISER | PRESIDENT/TRUSTEE | 4 | $0 | $0 | $0 | $0 | 3 |
| LUCIA GILL CASE | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| PETER GILL CASE | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| NEVA GOODWIN | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 3 |
| TARA ROCKEFELLER | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| LIAM DRURY-WANG | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| ALEJANDRO FOUNG | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| WENDY GORDON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL LAMBERT | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| PHEBE PIERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| ELIZA ROCKEFELLER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| LILY ROCKEFELLER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| VALERIE ROCKEFELLER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 3 |
| FRAN SUSSNER RODGERS | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| NAOMI WALETZKY | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| CELENA WANG | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| ANNA WIENER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
2023 · 22 people listed · 7 paid, $2.7M · 17 employees · 28 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LEE H WASSERMAN | EXECUTIVE DIRECTOR & SECRETARY | 50 | $808,673 | $0 | $109,232 | $917,905 | 1 |
| LISA GUIDE | ASSOCIATE DIRECTOR | 32 | $283,673 | $0 | $90,379 | $374,052 | 1 |
| JULIE FERNANDES | ASSOCIATE DIRECTOR FOR DEMOCRACY | 40 | $277,981 | $0 | $87,567 | $365,548 | 1 |
| SARAH A BRENNAN | ASSOCIATE DIRECTOR FOR OIL AND GAS | 40 | $266,412 | $0 | $68,237 | $334,649 | 1 |
| LAWRENCE G SHAPIRO | ASSOCIATE DIRECTOR-PROG. DEV. | 50 | $256,970 | $0 | $72,928 | $329,898 | 1 |
| ROXANNE STACHOWSKI | DEPUTY DIRECTOR | 40 | $179,895 | $0 | $72,664 | $252,559 | 1 |
| LAMIN CEESAY | TREASURER | 21 | $90,653 | $0 | $38,868 | $129,521 | 1 |
| MIRANDA KAISER | PRESIDENT/TRUSTEE | 4 | $0 | $0 | $0 | $0 | 3 |
| LUCIA GILL CASE | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| PETER GILL CASE | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| NEVA GOODWIN | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 3 |
| TARA ROCKEFELLER | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| WENDY GORDON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| ALEJANDRO FOUNG | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL LAMBERT | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| PHEBE PIERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| ELIZA ROCKEFELLER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| FRAN SUSSNER RODGERS | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| TRACY TOON SPENCER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| NAOMI WALETZKY | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| LIAM DRURY-WANG | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| ANNA WIENER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
2022 · 24 people listed · 8 paid, $2.1M · 20 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LEE H WASSERMAN | DIRECTOR & SECRETARY | 50 | $372,739 | $0 | $96,136 | $468,875 | 1 |
| LAWRENCE G SHAPIRO | ASSOCIATE DIRECTOR-PROG. DEV. | 50 | $289,390 | $0 | $68,266 | $357,656 | 1 |
| LISA GUIDE | ASSOCIATE DIRECTOR | 32 | $273,727 | $0 | $78,498 | $352,225 | 1 |
| JULIE FERNANDES | ASSOCIATE DIRECTOR FOR DEMOCRACY | 40 | $267,295 | $0 | $75,707 | $343,002 | 1 |
| SARAH A BRENNAN | ASSOCIATE DIRECTOR FOR OIL AND GAS | 40 | $217,240 | $0 | $16,129 | $233,369 | 1 |
| ROXANNE STACHOWSKI | DEPUTY DIRECTOR | 40 | $153,309 | $0 | $61,271 | $214,580 | 1 |
| ANDREA LAWYER | TREASURER, THRU OCTOBER 2022 | 22 | $61,387 | $0 | $14,501 | $75,888 | 1 |
| LAMIN CEESAY | TREASURER, AS OF OCTOBER 2022 | 22 | $19,839 | $0 | $4,081 | $23,920 | 1 |
| MIRANDA KAISER | PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 3 |
| LUCIA GILL CASE | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| PETER GILL CASE | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| ALEXANDRA CHASIN | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| NEVA GOODWIN | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 3 |
| TARA ROCKEFELLER | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| ALEJANDRO FOUNG | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL LAMBERT | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| REBECCA LAMBERT | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| PHEBE PIERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| ELIZA ROCKEFELLER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| FRAN SUSSNER RODGERS | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| TRACY TOON SPENCER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| NAOMI WALETZKY | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| LIAM DRURY-WANG | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| ANNA WIENER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
2021 · 23 people listed · 7 paid, $1.9M · 15 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LEE H WASSERMAN | DIRECTOR & SECRETARY | 50 | $367,553 | $0 | $90,288 | $457,841 | 1 |
| LAWRENCE G SHAPIRO | ASSOCIATE DIRECTOR-PROG. DEV. | 50 | $277,525 | $0 | $65,817 | $343,342 | 1 |
| LISA GUIDE | ASSOCIATE DIRECTOR | 32 | $263,664 | $0 | $72,288 | $335,952 | 1 |
| JULIE FERNANDES | ASSOCIATE DIRECTOR-IA&IL | 40 | $260,614 | $0 | $67,403 | $328,017 | 1 |
| KATHARINE REDFORD | EXE. DIRECTOR, EQUATION CAMPAIGN | 40 | $132,857 | $0 | $36,615 | $169,472 | 1 |
| ROXANNE STACHOWSKI | SR MANAGER FOR EXECUTIVE INITIATIVES | 40 | $111,464 | $0 | $34,827 | $146,291 | 1 |
| ANDREA LAWYER | TREASURER | 21 | $85,508 | $0 | $23,955 | $109,463 | 1 |
| MIRANDA KAISER | PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 3 |
| ALEXANDRA CHASIN | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| PETER GILL CASE | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| LUCIA GILL CASE | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| NEVA GOODWIN | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 3 |
| CLARE M PIERSON | VICE PRESIDENT/TRUSTEE THRU NOV 2021 | 3 | $0 | $0 | $0 | $0 | 1 |
| TARA ROCKEFELLER | VICE PRESIDENT/TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| ALEJANDRO FOUNG | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL LAMBERT | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| REBECCA LAMBERT | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| PHEBE PIERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| FRAN SUSSNER RODGERS | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| ELIZA ROCKEFELLER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| TRACY TOON SPENCER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| NAOMI WALETZKY | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| LIAM WANG | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
2020 · 23 people listed · 8 paid, $4.1M · 16 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LEE H WASSERMAN | DIRECTOR & SECRETARY | 50 | $858,045 | $0 | $850,627 | $1,708,672 | 1 |
| LAWRENCE G SHAPIRO | ASSOCIATE DIRECTOR-PROG. DEV. | 50 | $598,117 | $0 | $62,408 | $660,525 | 1 |
| LISA GUIDE | ASSOCIATE DIRECTOR | 32 | $579,139 | $0 | $71,678 | $650,817 | 1 |
| JULIE FERNANDES | ASSOCIATE DIRECTOR-IA&IL | 40 | $221,055 | $0 | $67,205 | $288,260 | 1 |
| KATHARINE REDFORD | EXE. DIRECTOR, EQUATION CAMPAIGN | 40 | $220,181 | $0 | $45,508 | $265,689 | 1 |
| HEIDI BINKO | EXECUTIVE DIRECTOR-JTF | 40 | $208,326 | $0 | $51,017 | $259,343 | 1 |
| ROXANNE STACHOWSKI | SR MANAGER FOR EXECUTIVE INITIATIVES | 40 | $102,316 | $0 | $50,306 | $152,622 | 1 |
| ANDREA LAWYER | TREASURER | 25 | $96,814 | $0 | $27,236 | $124,050 | 1 |
| MIRANDA KAISER | PRESIDENT | 3 | $0 | $0 | $0 | $0 | 3 |
| ALEXANDRA CHASIN | VICE PRESIDENT | 3 | $0 | $0 | $0 | $0 | 1 |
| PETER GILL CASE | VICE PRESIDENT | 3 | $0 | $0 | $0 | $0 | 1 |
| NEVA GOODWIN | VICE PRESIDENT | 3 | $0 | $0 | $0 | $0 | 3 |
| CLARE M PIERSON | VICE PRESIDENT | 3 | $0 | $0 | $0 | $0 | 1 |
| TARA ROCKEFELLER | VICE PRESIDENT | 3 | $0 | $0 | $0 | $0 | 1 |
| LUCIA GILL CASE | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL LAMBERT | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| REBECCA LAMBERT | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| PHEBE PIERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| ELIZA ROCKEFELLER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| FRAN SUSSNER RODGERS | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| TRACY TOON SPENCER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| NAOMI WALETZKY | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| LIAM WANG | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| CERITY PARTNERS OCIO | DENVER, CO | INVESTMENT MANAGEMENT | $732,989 |
| SOJOURN STRATEGIES LLC | WASHINGTON, DC | SOCIAL IMPACT SERVICE | $209,521 |
| DUPONT CIRCLE COMMUNICATIONS | WASHINGTON, DC | COMMUNICATIONS SERVICE | $205,000 |
| JOY CUSHMAN | SPRINGFIELD, VA | PROFESSIONAL ORGANIZING SERVICE | $162,750 |
| ANNE LIEBERMAN | NEW YORK, NY | DEVELOPMENT & ORGANIZATIONAL CONSULTING | $160,200 |
2023 · 5 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| AGILITY | DENVER, CO | INVESTMENT MANAGEMENT | $414,443 |
| SARAH THOMAS CONSULTING LLC | BOULDER, CO | PHILANTHROPIC ADVISORY SERVICE | $259,968 |
| CARBO STRATEGIC CONSULTING LLC | BROOKLYN, NY | STRATEGIC CONSULTING SERVICE | $220,800 |
| SOJOURN STRATEGIES LLC | WASHINGTON, DC | SOCIAL IMPACT SERVICE | $213,038 |
| DUPONT CIRCLE COMMUNICATIONS | WASHINGTON, DC | COMMUNICATIONS SERVICE | $209,063 |
2022 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| DEWEY SQUARE GROUP LLC | CHARLOTTE, NC | PUBLIC AFFAIRS SERVICE | $375,000 |
| AGILITY | DENVER, CO | INVESTMENT MANAGEMENT | $373,407 |
| STEVEN CARBO | BROOKLYN, NY | STRATEGIC CONSULTING SERVICE | $236,200 |
| HIT STRATEGIES | WASHINGTON, DC | PUBLIC OPINION RESEARCH SERVICE | $219,125 |
| KATRINA L GAMBLE | WASHINGTON, DC | SOCIAL IMPACT SERVICE | $181,500 |
2021 · 5 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| AGILITY | DENVER, CO | INVESTMENT MANAGEMENT | $362,875 |
| CARBO STRATEGIC CONSULTING LLC | BROOKLYN, NY | CONSULTANT SERVICES | $300,000 |
| CMM STRATEGIES INC | BROOKLYN, NY | CONSULTANT SERVICES | $200,006 |
| HALFON & BOEHM PC | NEW YORK, NY | LEGAL SERVICES & CONSULTING SERVICES | $188,356 |
| TERESA VILLMAN | VERONA, WI | CONSULTANT SERVICES | $180,000 |
2020 · 5 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| STRATEGIC INVESTMENT GROUP | ARLINGTON, VA | INVESTMENT MANAGEMENT | $382,460 |
| AUGMENTED RESEARCH LLC | ROCKVILLE, MD | CONSULTANT SERVICES | $197,000 |
| CARBO STRATEGIC CONSULTING LLC | BROOKLYN, NY | CONSULTANT SERVICES | $187,500 |
| TERESA VILLMAN | VERONA, WI | CONSULTANT SERVICES | $180,000 |
| COMMUNITY TRANSITION PLANNING | CHICAGO, IL | CONSULTANT SERVICES | $180,000 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 203 grants to organizations · $36.7M
2023 · 199 grants to organizations · $24.8M
2022 · 293 grants to organizations · $25.5M
2021 · 264 grants to organizations · $26.1M
2020 · 208 grants to organizations · $23.3M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $50,100,215 | $48,182,224 | $216,778,910 | $211,314,295 | $48,761,863 | $0 | $978,462 | 23 | 26 |
| 2023 · Form 990 | ||||||||
| $60,388,887 | $34,529,691 | $200,315,945 | $196,158,739 | $75,053,514 | $0 | $1,574,419 | 17 | 28 |
| 2022 · Form 990 | ||||||||
| $10,317,568 | $34,448,035 | $138,586,920 | $134,350,721 | $20,537,815 | $0 | $1,255,068 | 20 | 16 |
| 2021 · Form 990 | ||||||||
| $59,624,056 | $33,949,094 | $175,072,856 | $169,429,517 | $38,090,028 | $0 | $1,205,119 | 15 | 16 |
| 2020 · Form 990 | ||||||||
| $43,772,368 | $33,772,718 | $156,631,848 | $150,652,870 | $18,741,885 | $0 | $1,953,559 | 16 | 15 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- THE DAVID ROCKEFELLER FUND INC New York, NY · 2 people in common (Michael Lambert, Neva Goodwin)
- ROCKEFELLER PHILANTHROPY ADVISORS INC New York, NY · 1 person in common (Valerie Rockefeller)
- ROCKEFELLER BROTHERS FUND INC New York, NY · 1 person in common (Valerie Rockefeller)
- MOUNT DESERT LAND AND GARDEN PRESERVE Seal Harbor, ME · 1 person in common (Neva Goodwin)
- THE WILLIAM B WIENER JR FOUNDATION Shreveport, LA · 1 person in common (Miranda Kaiser) · related organization (Schedule R)
- TIOGA FUND INC New York, NY · 1 person in common (Miranda Kaiser)
Funders of this organization
93 grantors reported grants to this organization, $188,601,254 in all, tax years 2009 to 2025; the 25 largest shown (all 93). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| THE WILLIAM B WIENER JR FOUNDATION | Public charity | Exact | 2018-2024 | 8 | $70,684,041 | 2024 | $1,100,000 | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2016-2024 | 9 | $17,688,400 | 2024 | $10,052,500 | show |
| NOVO FOUNDATION | Private foundation | Fuzzy filed as “Rockefeller Family Fund”, “Rockefeller Family Fund Inc”, “ROCKEFELLER FAMILY FUND INC” | 2012-2016, 2018-2019, 2021-2024 | 16 | $16,375,000 | 2024 | $1,050,000 | show |
| CLIMATE IMPERATIVE FOUNDATION | Public charity | Exact | 2021-2024 | 4 | $9,352,325 | 2024 | $3,475,000 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2015, 2017-2020, 2022 | 6 | $5,005,001 | 2022 | $3,700,000 | show |
| SEQUOIA CLIMATE FOUNDATION | Private foundation | Fuzzy filed as “ROCKEFELLER FAMILY FUND INC” | 2020-2023 | 5 | $4,500,000 | 2023 | $2,500,000 | show |
| CRANKSTART FOUNDATION | Private foundation | Fuzzy filed as “ROCKEFELLER FAMILY FUND”, “ROCKEFELLER FAMILY FUND INC” | 2021-2022, 2024 | 4 | $4,400,000 | 2024 | $2,400,000 | show |
| FORD FOUNDATION | Private foundation | Fuzzy filed as “Rockefeller Family Fund”, “Rockefeller Family Fund Inc”, “ROCKEFELLER FAMILY FUND INC” | 2011, 2013-2014, 2016-2017, 2019-2022 | 14 | $4,002,500 | 2022 | $500,000 | show |
| FIDUCIARY CHARITABLE FOUNDATION | DAF sponsor | Exact | 2023-2024 | 2 | $3,843,487 | 2024 | $1,781,162 | show |
| CLIMATEWORKS FOUNDATION | Public charity | Exact | 2020-2022 | 3 | $3,750,000 | 2022 | $1,250,000 | show |
| W K KELLOGG FOUNDATION | Private foundation | Fuzzy filed as “ROCKEFELLER FAMILY FUND INC” | 2017-2021, 2023-2024 | 9 | $3,550,000 | 2024 | $1,250,000 | show |
| FREEDOM TOGETHER FOUNDATION | Private foundation | Fuzzy filed as “ROCKEFELLER FAMILY FUND INC” | 2015-2020, 2023 | 8 | $3,350,000 | 2023 | $500,000 | show |
| JOHN D & CATHERINE T MACARTHUR FOUNDATION | Private foundation | Fuzzy filed as “Rockefeller Family Fund Inc”, “ROCKEFELLER FAMILY FUND INC” | 2013, 2016-2021 | 7 | $3,200,000 | 2021 | $250,000 | show |
| WELLSPRING PHILANTROPIC FUND INC | Private foundation | Fuzzy filed as “ROCKEFELLER FAMILY FUND INC” | 2019-2023 | 5 | $2,500,000 | 2023 | $500,000 | show |
| SANDLER FOUNDATION | Public charity | Exact | 2019-2024 | 6 | $2,350,000 | 2024 | $500,000 | show |
| SOBRATO FOUNDATION | Public charity | Exact | 2021, 2023 | 2 | $2,250,000 | 2023 | $1,500,000 | show |
| TIDES FOUNDATION | DAF sponsor | Exact | 2018-2024 | 7 | $2,075,000 | 2024 | $150,000 | show |
| WILLIAM & FLORA HEWLETT FOUNDATION | Private foundation | Fuzzy filed as “ROCKEFELLER FAMILY FUND INC” | 2011, 2013-2017, 2019-2020 | 10 | $2,050,000 | 2020 | $300,000 | show |
| SILICON VALLEY COMMUNITY FOUNDATION | DAF sponsor | Exact | 2021-2024 | 4 | $1,897,500 | 2024 | $1,025,000 | show |
| NEW VENTURE FUND | Public charity | Exact | 2020, 2024 | 2 | $1,650,000 | 2024 | $1,500,000 | show |
| NATIONAL PHILANTHROPIC TR | DAF sponsor | Exact | 2023 | 1 | $1,600,000 | 2023 | $1,600,000 | show |
| The Kendeda Fund | Private foundation | Fuzzy filed as “ROCKEFELLER FAMILY FUND INC” | 2010-2012 | 4 | $1,530,000 | 2012 | $425,000 | show |
| SHELBY CULLOM DAVIS CHARITABLE FUND INC | Private foundation | Fuzzy filed as “ROCKEFELLER FAMILY FUND INC” | 2024 | 2 | $1,500,000 | 2024 | $1,500,000 | show |
| TRIANGLE COMMUNITY FOUNDATION | DAF sponsor | Exact | 2013-2014 | 2 | $1,165,000 | 2014 | $1,100,000 | show |
| MILLSTREAM FUND INC | Private foundation | Fuzzy filed as “Rockefeller Family Fund” | 2016-2024 | 9 | $1,125,000 | 2024 | $125,000 | show |
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| THOMAS E RILEY CHARITABLE TR | NY | T90 | $35,225,615 | $487,924 | TRUSTEE | $0 | Same NTEE code T90, revenue within 2x, same state |
| THE WALTON FAMILY CHARITABLE SUPPORT FOUNDATION INC | AR | T90 | $95,660,786 | $27,651,326 | DIRECTOR | $494,944 | Same NTEE code T90, revenue within 2x |
| THE LIEGL FAMILY FOUNDATION INC | IL | T90 | $26,578,059 | $1,487,329 | PRESIDENT | $0 | Same NTEE code T90, revenue within 2x |
| LAWYERS TRUST FUND OF ILLINOIS | IL | T90 | $47,351,899 | $30,659,681 | EXECUTIVE DIRECTOR | $224,158 | Same NTEE code T90, revenue within 2x |
| LEONARD & BERYL BUCK FOUNDATION | MO | T90 | $62,821,444 | $42,648,171 | INVESTMENT TRUSTEE | $0 | Same NTEE code T90, revenue within 2x |
| THE GLOBAL ORPHAN PROJECT INC | MO | T90 | $32,340,298 | $26,416,435 | PRESIDENT, CAREPORTAL | $145,432 | Same NTEE code T90, revenue within 2x |
| MICKY ELLIOTT FAMILY FOUNDATION | TX | T90 | $39,499,085 | $1,562,930 | PRESIDENT | $0 | Same NTEE code T90, revenue within 2x |
| HALVORSEN FAMILY FOUNDATION | CT | T90 | $35,169,177 | $34,534,700 | TRUSTEE | $0 | Same NTEE code T90, revenue within 2x |
| GORDON CHRISTIAN TRUST | MI | T90 | $56,062,484 | $30,810,662 | TOP FINANCIAL OFFICIAL | $0 | Same NTEE code T90, revenue within 2x |
| J A & LETA M CHAPMAN CHARITABLE TR | OK | T90 | $67,492,246 | $61,617,259 | CORPORATE TRUSTEE | $3,786,759 | Same NTEE code T90, revenue within 2x |
| MITCHELL WOLFSON SR FOUNDATION | FL | T90 | $48,940,011 | $16,293,149 | TRUSTEE | $200,000 | Same NTEE code T90, revenue within 2x |
| BNSF FOUNDATION | TX | T90 | $28,277,994 | $7,060,666 | PRESIDENT & DIRECTOR | $0 | Same NTEE code T90, revenue within 2x |
| LYNCH FOUNDATION | MA | T90 | $31,959,328 | $11,135,719 | EXECUTIVE DIRECTOR | $675,695 | Same NTEE code T90, revenue within 2x |
| REA CHARITABLE TRUST | OH | T90 | $31,644,424 | $6,986,864 | TRUSTEE | $135,840 | Same NTEE code T90, revenue within 2x |
| HOLLOW METAL TRUST FUND | NY | T90 | $10,157,128 | $10,836,248 | EXECUTIVE DIRECTOR | $183,551 | Same NTEE code T90, revenue within 5x, same state |
| PETER A AND DEBORAH L WEINBERG FAMILY FOUNDATION | NY | T90 | $13,868,971 | $2,535,266 | Trustee | $0 | Same NTEE code T90, revenue within 5x, same state |
| HESS PHILANTHROPIC FUND | NY | T90 | $21,800,580 | $20,834,954 | DIRECTOR | $0 | Same NTEE code T90, revenue within 5x, same state |
| RESONANCE FOUNDATION | NY | T90 | $19,301,996 | $809,783 | TRUSTEE | $0 | Same NTEE code T90, revenue within 5x, same state |
| TURTLE POND FOUNDATION | NY | T90 | $10,542,809 | $1,281,831 | TRUSTEE | $0 | Same NTEE code T90, revenue within 5x, same state |
| SHAPIRO-SILVERBERG FOUNDATION | NY | T90 | $13,984,694 | $12,744,771 | TRUSTEE | $0 | Same NTEE code T90, revenue within 5x, same state |
| THE HELEN DILLER FAMILY FOUNDATION | CA | T90 | $11,794,923 | $15,114,150 | TREASURER, DIRECTOR | $772,970 | Same NTEE code T90, revenue within 5x |
| T ROWE PRICE PROGRAM FOR CHARITABLE GIVING INC | MD | T90 | $241,178,122 | $159,965,350 | DIRECTOR | $2,500 | Same NTEE code T90, revenue within 5x |
| WILLIAM H MINER FOUNDATION | IL | T90 | $13,963,570 | $8,661,878 | FINANCE OFFICER | $242,526 | Same NTEE code T90, revenue within 5x |
| LETTIE PATE WHITEHEAD FOUNDATION INC | GA | T90 | $233,465,422 | $65,078,957 | PRESIDENT | $166,165 | Same NTEE code T90, revenue within 5x |
| ROBERT F WOLFE & EDGAR T WOLFE FOUNDATION | OH | T90 | $11,517,918 | $87,433,137 | PRESIDENT/ASST SECY | $727,590 | Same NTEE code T90, revenue within 5x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $48,182,224 spent · pay $4,328,490 · grants $36,830,539 · events $73,750
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $36,830,539 | $36,830,539 | - | - | 76.4% | |
| Fees: other services | $4,045,944 | $3,945,510 | $71,174 | $29,260 | 8.4% | |
| Other salaries and wages | $2,460,856 | $2,100,375 | $264,990 | $95,491 | 5.1% | |
| Pay: officers, directors, trustees, key employees | $978,462 | $710,820 | $213,794 | $53,848 | 2.0% | |
| Fees: investment management | $732,989 | - | $732,989 | - | 1.5% | |
| Travel | $582,753 | $575,059 | $5,817 | $1,877 | 1.2% | |
| Fees: lobbying | $566,400 | $566,400 | - | - | 1.2% | |
| Other employee benefits | $450,715 | $327,390 | $87,919 | $35,406 | 0.9% | |
| Fees: legal | $447,890 | $329,498 | $98,152 | $20,240 | 0.9% | |
| Pension plan contributions | $239,945 | $201,884 | $28,713 | $9,348 | 0.5% | |
| Payroll taxes | $198,512 | $165,652 | $24,785 | $8,075 | 0.4% | |
| Other (as described) | DUES AND SUBSCRIPTION | $119,198 | $119,198 | - | - | 0.2% |
| Information technology | $100,569 | $69,585 | $23,832 | $7,152 | 0.2% | |
| Fees: accounting | $86,390 | - | $86,390 | - | 0.2% | |
| Conferences, conventions and meetings | $73,750 | $61,842 | $9,193 | $2,715 | 0.2% | |
| Occupancy | $66,478 | $43,244 | $17,776 | $5,458 | 0.1% | |
| Office expenses | $61,977 | $46,764 | $13,045 | $2,168 | 0.1% | |
| Insurance | $53,469 | $34,782 | $14,297 | $4,390 | 0.1% | |
| Other (as described) | UNRELATED BUSINESS TAXE | $34,027 | - | $34,027 | - | 0.1% |
| Depreciation and depletion | $30,337 | $20,506 | $7,521 | $2,310 | 0.1% | |
| Other (as described) | PROFESSIONAL DEVELOPMEN | $11,964 | $10,636 | $1,002 | $326 | 0.0% |
| Other (as described) | EQUIPMENT RENTAL | $9,060 | $5,894 | $2,422 | $744 | 0.0% |
| Total | $48,182,224 | 100% |
2023 · Form 990 · $34,529,691 spent · pay $3,164,446 · grants $24,969,059 · events $66,286
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $24,969,059 | $24,969,059 | - | - | 72.3% | |
| Fees: other services | $4,256,720 | $4,103,751 | $115,699 | $37,270 | 12.3% | |
| Pay: officers, directors, trustees, key employees | $1,574,419 | $1,172,759 | $297,131 | $104,529 | 4.6% | |
| Other salaries and wages | $1,163,345 | $160,544 | $970,694 | $32,107 | 3.4% | |
| Fees: investment management | $469,818 | - | $469,818 | - | 1.4% | |
| Fees: lobbying | $464,250 | $464,250 | - | - | 1.3% | |
| Travel | $441,986 | $408,599 | $28,936 | $4,451 | 1.3% | |
| Fees: legal | $223,308 | $188,341 | $34,967 | - | 0.6% | |
| Other employee benefits | $211,327 | $75,347 | $125,736 | $10,244 | 0.6% | |
| Payroll taxes | $134,705 | $70,381 | $57,070 | $7,254 | 0.4% | |
| Fees: accounting | $84,645 | - | $84,645 | - | 0.2% | |
| Office expenses | $81,904 | $57,360 | $21,913 | $2,631 | 0.2% | |
| Pension plan contributions | $80,650 | $42,138 | $34,169 | $4,343 | 0.2% | |
| Other (as described) | DUES AND SUBSCRIPTION | $78,126 | $46,126 | $26,639 | $5,361 | 0.2% |
| Conferences, conventions and meetings | $66,286 | $61,278 | $4,340 | $668 | 0.2% | |
| Occupancy | $63,047 | $36,290 | $22,274 | $4,483 | 0.2% | |
| Insurance | $56,025 | $32,248 | $19,794 | $3,983 | 0.2% | |
| Information technology | $46,875 | $28,323 | $16,564 | $1,988 | 0.1% | |
| Depreciation and depletion | $29,998 | $4,398 | $25,200 | $400 | 0.1% | |
| Other (as described) | EQUIPMENT RENTAL | $16,547 | $9,998 | $5,847 | $702 | 0.0% |
| Other (as described) | PUBLICATIONS | $13,776 | $8,470 | $4,495 | $811 | 0.0% |
| Other (as described) | PROFESSIONAL DEVELOPMEN | $2,497 | $1,509 | $882 | $106 | 0.0% |
| All other expenses | $378 | $228 | $134 | $16 | 0.0% | |
| Total | $34,529,691 | 100% |
2022 · Form 990 · $34,448,035 spent · pay $2,933,584 · grants $25,665,353 · events $25,319
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $25,665,353 | $25,665,353 | - | - | 74.5% | |
| Fees: other services | $4,031,868 | $3,925,954 | $86,247 | $19,667 | 11.7% | |
| Pay: officers, directors, trustees, key employees | $1,255,068 | $978,945 | $210,614 | $65,509 | 3.6% | |
| Other salaries and wages | $1,157,095 | $689,373 | $415,405 | $52,317 | 3.4% | |
| Fees: investment management | $508,142 | - | $508,142 | - | 1.5% | |
| Fees: lobbying | $452,750 | $452,750 | - | - | 1.3% | |
| Other employee benefits | $237,928 | $146,852 | $79,565 | $11,511 | 0.7% | |
| Travel | $203,182 | $181,959 | $18,937 | $2,286 | 0.6% | |
| Pension plan contributions | $171,579 | $113,239 | $50,271 | $8,069 | 0.5% | |
| Office expenses | $148,902 | $127,496 | $19,039 | $2,367 | 0.4% | |
| Fees: legal | $118,160 | $113,252 | $4,908 | - | 0.3% | |
| Payroll taxes | $111,914 | $73,861 | $32,789 | $5,264 | 0.3% | |
| Fees: accounting | $100,734 | $29,034 | $71,700 | - | 0.3% | |
| Other (as described) | DUES AND SUBSCRIPTION | $68,873 | $41,324 | $24,581 | $2,968 | 0.2% |
| Occupancy | $59,805 | $35,883 | $21,344 | $2,578 | 0.2% | |
| Insurance | $54,689 | $32,813 | $19,519 | $2,357 | 0.2% | |
| Information technology | $32,486 | $20,570 | $10,614 | $1,302 | 0.1% | |
| Depreciation and depletion | $30,214 | $18,309 | $10,622 | $1,283 | 0.1% | |
| Conferences, conventions and meetings | $25,319 | $22,674 | $2,360 | $285 | 0.1% | |
| Other (as described) | EQUIPMENT RENTAL | $6,407 | $4,057 | $2,093 | $257 | 0.0% |
| Other (as described) | PROFESSIONAL DEVELOPMEN | $3,985 | $2,523 | $1,302 | $160 | 0.0% |
| Other (as described) | PUBLICATIONS | $2,182 | $1,309 | $779 | $94 | 0.0% |
| All other expenses | $1,400 | $728 | $626 | $46 | 0.0% | |
| Total | $34,448,035 | 100% |
2021 · Form 990 · $33,949,094 spent · pay $2,872,378 · grants $26,151,604 · events $9,314
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $26,151,604 | $26,151,604 | - | - | 77.0% | |
| Fees: other services | $3,102,229 | $3,067,382 | $22,541 | $12,306 | 9.1% | |
| Pay: officers, directors, trustees, key employees | $1,205,119 | $960,376 | $193,800 | $50,943 | 3.5% | |
| Other salaries and wages | $1,045,011 | $610,618 | $393,041 | $41,352 | 3.1% | |
| Fees: lobbying | $638,525 | $638,525 | - | - | 1.9% | |
| Fees: investment management | $568,472 | - | $568,472 | - | 1.7% | |
| Other employee benefits | $294,343 | $187,958 | $93,968 | $12,417 | 0.9% | |
| Pension plan contributions | $221,527 | $151,845 | $60,297 | $9,385 | 0.7% | |
| Fees: legal | $127,274 | $122,366 | $4,908 | - | 0.4% | |
| Payroll taxes | $106,378 | $72,916 | $28,955 | $4,507 | 0.3% | |
| Other (as described) | DUES AND SUBSCRIPTION | $78,180 | $48,172 | $27,066 | $2,942 | 0.2% |
| Information technology | $77,009 | $38,539 | $36,105 | $2,365 | 0.2% | |
| Office expenses | $67,381 | $33,259 | $32,024 | $2,098 | 0.2% | |
| Fees: accounting | $64,850 | - | $64,850 | - | 0.2% | |
| Travel | $58,610 | $56,410 | $1,941 | $259 | 0.2% | |
| Occupancy | $57,701 | $35,630 | $19,474 | $2,597 | 0.2% | |
| Insurance | $56,882 | $35,124 | $19,198 | $2,560 | 0.2% | |
| Other (as described) | EQUIPMENT RENTAL | $9,965 | $4,987 | $4,672 | $306 | 0.0% |
| Conferences, conventions and meetings | $9,314 | $8,964 | $309 | $41 | 0.0% | |
| Depreciation and depletion | $4,312 | $2,663 | $1,455 | $194 | 0.0% | |
| Other (as described) | PUBLICATIONS | $3,475 | $2,145 | $1,173 | $157 | 0.0% |
| Other (as described) | REPAIR AND MAINTENANCE | $683 | $683 | - | - | 0.0% |
| All other expenses | $250 | $250 | - | - | 0.0% | |
| Total | $33,949,094 | 100% |
2020 · Form 990 · $33,772,718 spent · pay $3,737,769 · grants $23,408,047 · events $6,881
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $23,408,047 | $23,408,047 | - | - | 69.3% | |
| Fees: other services | $4,280,322 | $4,247,130 | $16,725 | $16,467 | 12.7% | |
| Pay: officers, directors, trustees, key employees | $1,953,559 | $1,512,637 | $351,558 | $89,364 | 5.8% | |
| Other salaries and wages | $1,237,583 | $832,436 | $332,279 | $72,868 | 3.7% | |
| Fees: lobbying | $842,550 | $842,550 | - | - | 2.5% | |
| Fees: investment management | $674,716 | - | $674,716 | - | 2.0% | |
| Other employee benefits | $339,975 | $242,794 | $79,519 | $17,662 | 1.0% | |
| Fees: legal | $237,966 | $220,757 | $17,209 | - | 0.7% | |
| Payroll taxes | $129,955 | $96,553 | $26,844 | $6,558 | 0.4% | |
| Office expenses | $108,919 | $85,870 | $17,669 | $5,380 | 0.3% | |
| Occupancy | $97,830 | $64,195 | $28,293 | $5,342 | 0.3% | |
| Other (as described) | DUES AND SUBSCRIPTION | $81,024 | $53,168 | $23,432 | $4,424 | 0.2% |
| Travel | $77,615 | $76,889 | $611 | $115 | 0.2% | |
| Pension plan contributions | $76,697 | $56,984 | $15,843 | $3,870 | 0.2% | |
| Insurance | $53,767 | $35,282 | $15,550 | $2,935 | 0.2% | |
| Fees: accounting | $53,280 | - | $53,280 | - | 0.2% | |
| Other (as described) | PUBLICATIONS | $51,985 | $35,210 | $14,122 | $2,653 | 0.2% |
| Information technology | $45,724 | $36,001 | $7,462 | $2,261 | 0.1% | |
| Conferences, conventions and meetings | $6,881 | $6,817 | $54 | $10 | 0.0% | |
| Depreciation and depletion | $6,367 | $4,178 | $1,842 | $347 | 0.0% | |
| Other (as described) | EQUIPMENT RENTAL | $5,225 | $4,114 | $853 | $258 | 0.0% |
| Other (as described) | REPAIR AND MAINTENANCE | $2,731 | $2,150 | $446 | $135 | 0.0% |
| Total | $33,772,718 | 100% |
Donor-advised funds
Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.
As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Maintains DAFs | DAFs held | Contributions | Grants | Value at year end | Other funds held | Other contributions | Other grants | Other value at year end |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| Yes | 12 | $6,889,550 | $7,841,805 | $23,706,577 | 5 | $41,872,313 | $28,988,734 | $112,624,776 |
| 2023 · Form 990 | ||||||||
| Yes | 14 | $5,169,406 | $7,703,146 | $23,596,807 | 5 | $69,884,108 | $17,248,546 | $93,990,306 |
| 2022 · Form 990 | ||||||||
| Yes | 15 | $6,410,268 | $8,375,000 | $34,466,172 | 6 | $12,503,368 | $16,191,353 | $27,111,188 |
| 2021 · Form 990 | ||||||||
| Yes | 13 | $16,217,539 | $4,722,400 | $45,539,540 | 7 | $21,872,489 | $21,366,930 | $23,336,796 |
| 2020 · Form 990 | ||||||||
| Yes | 10 | $1,572,056 | $5,826,700 | $33,120,330 | 8 | $17,169,829 | $17,581,347 | $22,867,630 |
Comments