Rockefeller Brothers Fund Inc
Rockefeller Brothers Fund maintains over $1 billion in assets, consistently distributing grants with 0% reported officer compensation.
EIN: 131760106 · New York, NY · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $871.5M |
| Total Expenses | $88.8M |
| Program Spending | 90% |
| Net Assets | $1.4B |
| Transparency Score | 92/100 |
Is Rockefeller Brothers Fund Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Rockefeller Brothers Fund Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Rockefeller Brothers Fund Inc
Rockefeller Brothers Fund Inc (EIN: 131760106) is a nonprofit organization based in New York, NY, classified under NTEE code T20. The organization reported total revenue of $871.5M and total assets of $1.4B according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Rockefeller Brothers Fund Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Rockefeller Brothers Fund Inc is a major nonprofit that has been operating for 29 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 18.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $70.8M |
| Total Expenses | $88.8M |
| Surplus / Deficit | $-17,928,050 |
| Total Assets | $1.4B |
| Total Liabilities | $37.7M |
| Net Assets | $1.4B |
| Operating Margin | -25.3% |
| Debt-to-Asset Ratio | 2.7% |
| Months of Reserves | 189.6 months |
Financial Health Grade: B
In 2023, Rockefeller Brothers Fund Inc reported a deficit of $17.9M with expenses exceeding revenue, holds 189.6 months of operating reserves (strong position), has a debt-to-asset ratio of 2.7% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Rockefeller Brothers Fund Inc's revenue has grown at a compound annual growth rate (CAGR) of 18.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +22.5% | -10.2% | +3.8% |
| 2022 | -38.9% | +9.4% | -18.3% |
| 2021 | +105.7% | +12.3% | +13.3% |
| 2020 | +74.9% | +25.0% | +12.7% |
| 2019 | +80.2% | +17.7% | +50.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1997 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Rockefeller Brothers Fund Inc with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 7%
- programs: 90%
- fundraising: 3%
According to IRS 990 filings, Rockefeller Brothers Fund Inc allocates its expenses as follows: admin: 7%, programs: 90%, fundraising: 3%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $17.9M, with expenses exceeding revenue.
- Debt-to-asset ratio: 2.7%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that no compensation is paid to officers or that it is reported under other expense categories, which is a positive sign for minimizing direct executive salary overhead.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Rockefeller Brothers Fund Inc's IRS 990 filings:
- Significant year-over-year revenue volatility, potentially indicating reliance on unpredictable investment returns.
Strengths
The following positive indicators were identified for Rockefeller Brothers Fund Inc:
- Strong and consistent asset base, exceeding $1 billion in recent years, providing long-term financial stability.
- Consistent reporting of 0% officer compensation, indicating a focus on minimizing direct executive salary costs.
- Substantial capacity for grant-making, evidenced by its large asset base and consistent expenses (primarily grants).
- Long history of IRS 990 filings, indicating consistent compliance and transparency.
Frequently Asked Questions about Rockefeller Brothers Fund Inc
Is Rockefeller Brothers Fund Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Rockefeller Brothers Fund Inc (EIN: 131760106) some concerns. Mission Score: 92/100. 1 red flag identified, 4 strengths noted.
How does Rockefeller Brothers Fund Inc spend its money?
Rockefeller Brothers Fund Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Rockefeller Brothers Fund Inc tax-deductible?
Rockefeller Brothers Fund Inc is registered as a tax-exempt nonprofit (EIN: 131760106). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Rockefeller Brothers Fund Inc's spending goes to programs?
Rockefeller Brothers Fund Inc directs 90% to programs, 3% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Rockefeller Brothers Fund Inc compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), Rockefeller Brothers Fund Inc is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Rockefeller Brothers Fund Inc located?
Rockefeller Brothers Fund Inc is headquartered in New York, New York and files with the IRS under EIN 131760106. It is classified under NTEE code T20.
How many years of IRS 990 filings does Rockefeller Brothers Fund Inc have?
Rockefeller Brothers Fund Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $871.5M in total revenue.
How does the Rockefeller Brothers Fund Inc manage its investment portfolio given the significant fluctuations in annual revenue?
The organization's revenue, which reached $871,467,046 in its latest period but varied widely (e.g., $26,314,802 in 2019 vs. $145,085,287 in 2013), suggests a reliance on investment returns. Understanding its investment strategy and risk management would provide insight into its long-term financial stability.
What is the detailed breakdown of administrative and fundraising expenses beyond officer compensation?
While officer compensation is reported as 0%, a full understanding of spending efficiency requires a detailed breakdown of other administrative costs (e.g., salaries for non-officer staff, office expenses) and any fundraising expenses, which are not explicitly detailed in the provided summary.
What is the specific impact of the grants distributed by the Rockefeller Brothers Fund Inc?
As a grant-making foundation, the effectiveness of its 'program' spending is best measured by the impact of the grants it distributes. Further information on the types of organizations funded and the outcomes achieved would be valuable.
Filing History
IRS 990 filing history for Rockefeller Brothers Fund Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Rockefeller Brothers Fund Inc's revenue has grown by 638.1%, moving from $9.6M to $70.8M. Total assets increased by 86.6% over the same period, from $751.8M to $1.4B. Total functional expenses rose by 79.3%, from $49.5M to $88.8M. In its most recent filing year (2023), Rockefeller Brothers Fund Inc reported a deficit of $17.9M, with expenses exceeding revenue. The organization holds $37.7M in liabilities against $1.4B in assets (debt-to-asset ratio: 2.7%), resulting in net assets of $1.4B.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $70.8M | $88.8M | $1.4B | $37.7M | — | View 990 |
| 2022 | $57.8M | $98.8M | $1.4B | $38.4M | — | View 990 |
| 2021 | $94.7M | $90.4M | $1.7B | $47.7M | — | View 990 |
| 2020 | $46.0M | $80.5M | $1.5B | $40.1M | — | View 990 |
| 2019 | $26.3M | $64.4M | $1.3B | $32.6M | — | View 990 |
| 2015 | $14.6M | $54.7M | $859.5M | $24.1M | — | View 990 |
| 2014 | $103.3M | $50.1M | $885.4M | $21.9M | — | View 990 |
| 2013 | $145.1M | $49.7M | $870.6M | $21.2M | — | View 990 |
| 2012 | $19.9M | $50.4M | $801.0M | $22.3M | — | View 990 |
| 2011 | $9.6M | $49.5M | $751.8M | $19.1M | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $70.8M, expenses of $88.8M, and assets of $1.4B (revenue +22.5% year-over-year).
- 2022: Revenue of $57.8M, expenses of $98.8M, and assets of $1.4B (revenue -38.9% year-over-year).
- 2021: Revenue of $94.7M, expenses of $90.4M, and assets of $1.7B (revenue +105.7% year-over-year).
- 2020: Revenue of $46.0M, expenses of $80.5M, and assets of $1.5B (revenue +74.9% year-over-year).
- 2019: Revenue of $26.3M, expenses of $64.4M, and assets of $1.3B (revenue +80.2% year-over-year).
- 2015: Revenue of $14.6M, expenses of $54.7M, and assets of $859.5M (revenue -85.9% year-over-year).
- 2014: Revenue of $103.3M, expenses of $50.1M, and assets of $885.4M (revenue -28.8% year-over-year).
- 2013: Revenue of $145.1M, expenses of $49.7M, and assets of $870.6M (revenue +627.8% year-over-year).
- 2012: Revenue of $19.9M, expenses of $50.4M, and assets of $801.0M (revenue +107.7% year-over-year).
- 2011: Revenue of $9.6M, expenses of $49.5M, and assets of $751.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Rockefeller Brothers Fund Inc:
Data Sources and Methodology
This transparency report for Rockefeller Brothers Fund Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.