The David Rockefeller Fund Inc
The David Rockefeller Fund Inc shows fluctuating revenues and consistent deficit spending, relying on a substantial asset base.
EIN: 133533359 · New York, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $18.1M |
| Total Expenses | $6.1M |
| Program Spending | 80% |
| CEO/Top Officer Pay | $65 |
| Net Assets | $61.9M |
| Transparency Score | 85/100 |
Is The David Rockefeller Fund Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The David Rockefeller Fund Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About The David Rockefeller Fund Inc
The David Rockefeller Fund Inc (EIN: 133533359) is a nonprofit organization based in New York, NY. The organization reported total revenue of $18.1M and total assets of $65.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The David Rockefeller Fund Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The David Rockefeller Fund Inc is a large nonprofit that has been operating for 37 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 8.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.6M |
| Total Expenses | $6.1M |
| Surplus / Deficit | $-2,539,061 |
| Total Assets | $63.3M |
| Total Liabilities | $1.4M |
| Net Assets | $61.9M |
| Operating Margin | -70.7% |
| Debt-to-Asset Ratio | 2.2% |
| Months of Reserves | 123.8 months |
Financial Health Grade: B
In 2023, The David Rockefeller Fund Inc reported a deficit of $2.5M with expenses exceeding revenue, holds 123.8 months of operating reserves (strong position), has a debt-to-asset ratio of 2.2% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), The David Rockefeller Fund Inc's revenue has grown at a compound annual growth rate (CAGR) of 8.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +1463.0% | +17.6% | +5.5% |
| 2022 | -98.2% | -28.6% | -22.1% |
| 2021 | +487.4% | -37.6% | +16.5% |
| 2020 | -40.5% | +98.2% | -3.7% |
| 2019 | +108.1% | +226.7% | +1140.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 1989 |
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 The David Rockefeller Fund Inc with a Mission Score of 85 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: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, The David Rockefeller Fund Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% 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 $2.5M, with expenses exceeding revenue.
- Debt-to-asset ratio: 2.2%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all provided filings, indicating that no salaries are paid to its officers, which is highly commendable for a nonprofit of its size with assets exceeding $65 million.
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 The David Rockefeller Fund Inc's IRS 990 filings:
- 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
The following positive indicators were identified for The David Rockefeller Fund Inc:
- 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.
Frequently Asked Questions about The David Rockefeller Fund Inc
Is The David Rockefeller Fund Inc a legitimate charity?
The David Rockefeller Fund Inc (EIN: 133533359) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $18.1M. 2 red flags identified. 3 strengths noted. Financial health grade: B.
How does The David Rockefeller Fund Inc spend its money?
The David Rockefeller Fund Inc directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to The David Rockefeller Fund Inc tax-deductible?
The David Rockefeller Fund Inc is registered as a tax-exempt nonprofit (EIN: 133533359). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the The David Rockefeller Fund Inc CEO make?
The David Rockefeller Fund Inc's highest-compensated officer earns $65 annually. The organization reported $18.1M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of The David Rockefeller Fund Inc's spending goes to programs?
The David Rockefeller Fund Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is The David Rockefeller Fund Inc located?
The David Rockefeller Fund Inc is headquartered in New York, New York and files with the IRS under EIN 133533359.
How many years of IRS 990 filings does The David Rockefeller Fund Inc have?
The David Rockefeller 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 $18.1M in total revenue.
How does The David Rockefeller Fund Inc sustain its operations with consistent deficit spending?
The organization appears to sustain operations by drawing from its substantial asset base, which was $65,358,301 in the latest period. For example, in 2023, expenses ($6,132,487) significantly exceeded revenue ($3,593,426).
What is the primary source of the organization's revenue, given its variability?
The provided data shows highly variable revenue figures, from $229,899 in 2022 to $12,888,536 in 2021. This variability suggests that revenue may come from a mix of investment returns, grants, or specific large donations rather than a consistent operational income stream.
What are the specific program areas that The David Rockefeller Fund Inc supports?
The provided IRS 990 data does not specify the NTEE code or detailed program areas. Further investigation into their public disclosures or website would be necessary to identify their specific programmatic focus.
Filing History
IRS 990 filing history for The David Rockefeller Fund Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), The David Rockefeller Fund Inc's revenue has grown by 175.7%, moving from $1.3M to $3.6M. Total assets increased by 1349.1% over the same period, from $4.4M to $63.3M. Total functional expenses rose by 309.8%, from $1.5M to $6.1M. In its most recent filing year (2023), The David Rockefeller Fund Inc reported a deficit of $2.5M, with expenses exceeding revenue. The organization holds $1.4M in liabilities against $63.3M in assets (debt-to-asset ratio: 2.2%), resulting in net assets of $61.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3.6M | $6.1M | $63.3M | $1.4M | — | View 990 |
| 2022 | $230K | $5.2M | $60.0M | $1.1M | — | View 990 |
| 2021 | $12.9M | $7.3M | $76.9M | $2.2M | — | View 990 |
| 2020 | $2.2M | $11.7M | $66.0M | $768K | — | View 990 |
| 2019 | $3.7M | $5.9M | $68.6M | $1.2M | — | View 990 |
| 2015 | $1.8M | $1.8M | $5.5M | $160K | — | View 990 |
| 2014 | $1.7M | $1.6M | $6.0M | $121K | — | View 990 |
| 2013 | $1.8M | $1.4M | $5.9M | $96K | — | View 990 |
| 2012 | $1.6M | $1.6M | $4.9M | $318K | — | View 990 |
| 2011 | $1.3M | $1.5M | $4.4M | $129K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3.6M, expenses of $6.1M, and assets of $63.3M (revenue +1463.0% year-over-year).
- 2022: Revenue of $230K, expenses of $5.2M, and assets of $60.0M (revenue -98.2% year-over-year).
- 2021: Revenue of $12.9M, expenses of $7.3M, and assets of $76.9M (revenue +487.4% year-over-year).
- 2020: Revenue of $2.2M, expenses of $11.7M, and assets of $66.0M (revenue -40.5% year-over-year).
- 2019: Revenue of $3.7M, expenses of $5.9M, and assets of $68.6M (revenue +108.1% year-over-year).
- 2015: Revenue of $1.8M, expenses of $1.8M, and assets of $5.5M (revenue +4.4% year-over-year).
- 2014: Revenue of $1.7M, expenses of $1.6M, and assets of $6.0M (revenue -6.6% year-over-year).
- 2013: Revenue of $1.8M, expenses of $1.4M, and assets of $5.9M (revenue +12.1% year-over-year).
- 2012: Revenue of $1.6M, expenses of $1.6M, and assets of $4.9M (revenue +24.5% year-over-year).
- 2011: Revenue of $1.3M, expenses of $1.5M, and assets of $4.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The David Rockefeller Fund Inc:
Data Sources and Methodology
This transparency report for The David Rockefeller 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.