Rockefeller Family Fund Inc
Rockefeller Family Fund Inc shows strong asset growth and consistent surpluses with no reported officer compensation.
EIN: 136257658 · New York, NY · NTEE: T900 · Updated: 2026-03-28
Source Check Matrix
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Rockefeller Family Fund Inc is mapped to EIN 136257658.
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| Metric | Value |
|---|---|
| Total Revenue | $154.7M |
| Total Expenses | $34.5M |
| Program Spending | 85% |
| CEO/Top Officer Pay | $200M |
| Net Assets | $196.2M |
| Transparency Score | 90/100 |
Search Intent Cockpit
Rockefeller Family Fund Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals
Rockefeller Family Fund Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Rockefeller Family Fund Inc in one place.
Form 990 Filing Summary
14 filing years are available, with latest revenue of $60.4M and expenses of $34.5M.
Revenue and Expenses
Rockefeller Family Fund Inc reported $60.4M in revenue and $34.5M in expenses, a surplus of $25.9M.
Executive Compensation
Top officer compensation appears as $200M in the stored analysis, with context against revenue and expenses below.
Charity Score and Red Flags
90/100 mission score, 2 red flags, and 4 strengths are shown from structured and AI review.
Is Rockefeller Family Fund Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $29.4M (85%) |
Across stored filings, Rockefeller Family Fund Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 85% to programs | Excellent |
| Financial durability | Grade A | 14 stored filing years |
| Peer context | Compare with Healthy Capital District Initiative | New York and Philanthropy context |
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Rockefeller Family Fund Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Rockefeller Family Fund Inc
Rockefeller Family Fund Inc (EIN: 136257658) is a nonprofit organization based in New York, NY, classified under NTEE code T900. The organization reported total revenue of $154.7M and total assets of $216.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Rockefeller Family Fund Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Rockefeller Family Fund Inc is a major nonprofit that has been operating for 58 years, with 14 years of IRS 990 filings on record (2010–2023). 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 | $60.4M |
| Total Expenses | $34.5M |
| Surplus / Deficit | +$25.9M |
| Total Assets | $200.3M |
| Total Liabilities | $4.2M |
| Net Assets | $196.2M |
| Operating Margin | 42.8% |
| Debt-to-Asset Ratio | 2.1% |
| Months of Reserves | 69.6 months |
Financial Health Grade: A
In 2023, Rockefeller Family Fund Inc reported a surplus of $25.9M with revenue exceeding expenses, holds 69.6 months of operating reserves (strong position), has a debt-to-asset ratio of 2.1% (very low leverage).
Financial Trends
Over 14 years of filings (2010–2023), Rockefeller Family Fund Inc's revenue has grown at a compound annual growth rate (CAGR) of 18.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +485.3% | +0.2% | +44.5% |
| 2022 | -82.7% | +1.5% | -20.8% |
| 2021 | +36.2% | +0.5% | +11.8% |
| 2020 | +9.6% | +28.2% | -1.9% |
| 2019 | +11.5% | +17.5% | +19.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1968 |
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 Family Fund Inc with a Mission Score of 90 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: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Rockefeller Family Fund Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% 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 surplus of $25.9M, with revenue exceeding expenses.
- Debt-to-asset ratio: 2.1%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, which is highly unusual for an organization of this size ($200M+ in assets) and suggests that leadership may be uncompensated or compensated through an unlisted mechanism, indicating a strong commitment to minimizing 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 Family Fund Inc's IRS 990 filings:
- Lack of detailed expense breakdown (program, admin, fundraising) in provided data
- One year (202212) showed significant expenses exceeding revenue, though this appears to be an outlier.
Strengths
The following positive indicators were identified for Rockefeller Family Fund Inc:
- Strong and consistent asset growth, reaching $200,315,945 in 2023.
- Consistent reporting of 0% officer compensation, indicating high efficiency in leadership costs.
- Healthy revenue surpluses in most filing periods, demonstrating financial sustainability.
- Substantial financial reserves with assets significantly outweighing liabilities (e.g., $200M assets vs $4M liabilities in 2023).
Frequently Asked Questions about Rockefeller Family Fund Inc
Is Rockefeller Family Fund Inc a legitimate charity?
Rockefeller Family Fund Inc (EIN: 136257658) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 14 years of IRS 990 filings on record. Total revenue: $154.7M. 2 red flags identified. 4 strengths noted. Financial health grade: A.
How does Rockefeller Family Fund Inc spend its money?
Rockefeller Family Fund Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Rockefeller Family Fund Inc tax-deductible?
Rockefeller Family Fund Inc is registered as a tax-exempt nonprofit (EIN: 136257658). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Rockefeller Family Fund Inc CEO make?
Rockefeller Family Fund Inc's highest-compensated officer earns $200M annually. The organization reported $154.7M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Rockefeller Family Fund Inc's spending goes to programs?
Rockefeller Family Fund Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Rockefeller Family Fund Inc compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Rockefeller Family Fund Inc is above average for NTEE category T900 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Rockefeller Family Fund Inc located?
Rockefeller Family Fund Inc is headquartered in New York, New York and files with the IRS under EIN 136257658. It is classified under NTEE code T900.
How many years of IRS 990 filings does Rockefeller Family Fund Inc have?
Rockefeller Family Fund Inc has 14 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 $154.7M in total revenue.
Is Rockefeller Family Fund Inc a good charity?
Based on the available financial data, the Rockefeller Family Fund Inc appears to be a very well-managed and financially robust organization. Its consistent asset growth, significant revenue surpluses in most years, and reported 0% officer compensation are strong indicators of financial health and efficiency.
How has the organization's financial health changed over time?
The organization's financial health has significantly improved over time. Assets have more than doubled from $94,925,016 in 2015 to $200,315,945 in 2023. Revenue has also shown substantial growth, with the latest period (202312) reporting $60,388,887, a significant increase from earlier years.
What is the trend in revenue versus expenses?
Generally, revenue has exceeded expenses in most periods, leading to healthy surpluses. For example, in 202312, revenue was $60,388,887 against expenses of $34,529,691. There was an exception in 202212 where expenses ($34,448,035) exceeded revenue ($10,317,568), but this appears to be an anomaly in an otherwise positive trend.
Filing History
IRS 990 filing history for Rockefeller Family Fund Inc showing financial trends over 14 years of public records:
Over 14 years of IRS 990 filings (2010–2023), Rockefeller Family Fund Inc's revenue has grown by 773.9%, moving from $6.9M to $60.4M. Total assets increased by 113.3% over the same period, from $93.9M to $200.3M. Total functional expenses rose by 75.4%, from $19.7M to $34.5M. In its most recent filing year (2023), Rockefeller Family Fund Inc reported a surplus of $25.9M, with revenue exceeding expenses. The organization holds $4.2M in liabilities against $200.3M in assets (debt-to-asset ratio: 2.1%), resulting in net assets of $196.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $60.4M | $34.5M | $200.3M | $4.2M | — | View 990 |
| 2022 | $10.3M | $34.4M | $138.6M | $4.2M | — | View 990 |
| 2021 | $59.6M | $33.9M | $175.1M | $5.6M | — | View 990 |
| 2020 | $43.8M | $33.8M | $156.6M | $6.0M | — | View 990 |
| 2019 | $39.9M | $26.3M | $159.6M | $6.1M | — | View 990 |
| 2018 | $35.8M | $22.4M | $133.2M | $4.4M | — | View 990 |
| 2017 | $38.4M | $18.2M | $127.1M | $5.0M | — | View 990 |
| 2016 | $20.0M | $19.1M | $103.5M | $5.6M | — | View 990 |
| 2015 | $15.5M | $20.9M | $94.9M | $3.8M | — | View 990 |
| 2014 | $20.5M | $18.5M | $107.0M | $3.8M | — | View 990 |
| 2013 | $19.7M | $14.4M | $107.1M | $2.8M | — | View 990 |
| 2012 | $14.7M | $16.5M | $97.2M | $2.3M | — | View 990 |
| 2011 | $15.6M | $18.2M | $92.8M | $2.5M | — | View 990 |
| 2010 | $6.9M | $19.7M | $93.9M | $1.7M | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $60.4M, expenses of $34.5M, and assets of $200.3M (revenue +485.3% year-over-year).
- 2022: Revenue of $10.3M, expenses of $34.4M, and assets of $138.6M (revenue -82.7% year-over-year).
- 2021: Revenue of $59.6M, expenses of $33.9M, and assets of $175.1M (revenue +36.2% year-over-year).
- 2020: Revenue of $43.8M, expenses of $33.8M, and assets of $156.6M (revenue +9.6% year-over-year).
- 2019: Revenue of $39.9M, expenses of $26.3M, and assets of $159.6M (revenue +11.5% year-over-year).
- 2018: Revenue of $35.8M, expenses of $22.4M, and assets of $133.2M (revenue -6.7% year-over-year).
- 2017: Revenue of $38.4M, expenses of $18.2M, and assets of $127.1M (revenue +92.1% year-over-year).
- 2016: Revenue of $20.0M, expenses of $19.1M, and assets of $103.5M (revenue +29.3% year-over-year).
- 2015: Revenue of $15.5M, expenses of $20.9M, and assets of $94.9M (revenue -24.6% year-over-year).
- 2014: Revenue of $20.5M, expenses of $18.5M, and assets of $107.0M (revenue +3.8% year-over-year).
- 2013: Revenue of $19.7M, expenses of $14.4M, and assets of $107.1M (revenue +34.6% year-over-year).
- 2012: Revenue of $14.7M, expenses of $16.5M, and assets of $97.2M (revenue -6.0% year-over-year).
- 2011: Revenue of $15.6M, expenses of $18.2M, and assets of $92.8M (revenue +125.8% year-over-year).
- 2010: Revenue of $6.9M, expenses of $19.7M, and assets of $93.9M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Rockefeller Family Fund Inc:
Data Sources and Methodology
This transparency report for Rockefeller Family 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.