Quick charity verification for The David Rockefeller Fund Inc (EIN: 133533359)
Verdict: The David Rockefeller Fund Inc appears trustworthy
85/100Mission Score
$18.1MRevenue
$65.4MAssets
2Red Flags
3Strengths
Red Flags
Consistent deficit spending in recent years (e.g., 2023 expenses $6.1M vs. revenue $3.5M)
Significant year-over-year revenue volatility (e.g., $229K in 2022 vs. $12.8M in 2021)
Strengths
Zero officer compensation reported across all filings, indicating strong financial stewardship regarding executive pay.
Substantial asset base ($65,358,301 in the latest period) provides financial stability and capacity.
Long history of IRS 990 filings (10 filings provided) suggests consistent compliance and transparency.
Spending Breakdown
How The David Rockefeller Fund Inc allocates its funds across programs, administration, and fundraising.
80%
Program Spending
Healthy — majority goes to mission
15%
Admin Costs
Reasonable — admin costs in check
5%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about The David Rockefeller Fund Inc
Is The David Rockefeller Fund Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, The David Rockefeller Fund Inc (EIN: 133533359) appears trustworthy. Mission Score: 85/100. 2 red flags identified, 3 strengths noted.
Is The David Rockefeller Fund Inc a good charity to donate to?
The David Rockefeller Fund Inc has a Mission Score of 85/100. Revenue: $18.1M. Assets: $65.4M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for The David Rockefeller Fund Inc?
The Employer Identification Number (EIN) for The David Rockefeller Fund Inc is 133533359. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does The David Rockefeller Fund Inc spend its money?
The David Rockefeller Fund Inc allocates 80% to programs, 15% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify The David Rockefeller Fund Inc's tax-exempt status?
You can verify The David Rockefeller Fund Inc's tax-exempt status using EIN 133533359 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The David Rockefeller Fund Inc demonstrates a fluctuating financial landscape, with significant variations in revenue and expenses over the past decade. For instance, revenue in 2022 was a mere $229,899, while expenses were over $5.2 million, indicating substantial reliance on prior assets or investment income. Conversely, 2021 saw revenue of nearly $12.9 million against expenses of $7.3 million. The organization consistently reports zero officer compensation, which is a strong indicator of transparency and a commitment to directing funds towards its mission rather than executive salaries. However, without a detailed breakdown of expenses into program, administrative, and fundraising categories in the provided data, a precise assessment of spending efficiency is challenging. The substantial asset base, reaching $65.3 million in the latest period, suggests a well-endowed foundation, but the consistent deficit spending in recent years (e.g., 2023 expenses of $6.1M against revenue of $3.5M) warrants closer examination of its long-term financial strategy and sustainability.