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Nonprofiteer
← ROCKEFELLER FAMILY FUND INC

Form 990 for tax year 2024

Filed by ROCKEFELLER FAMILY FUND INC.

Totals

Total revenue
$50,100,215
Total expenses
$48,182,224
Contributions and grants received
$48,761,863
Grants paid
$36,830,539
Program services expenses (Part IX)
$46,165,578
Management and general expenses
$1,737,838
Fundraising expenses
$278,808
Program service expenses (Part III)
$46,165,578

Program services were 95.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MIRANDA KAISER

    PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    4 + 2 related

  • LUCIA GILL CASE

    VICE PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PETER GILL CASE

    VICE PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • NEVA GOODWIN

    VICE PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • TARA ROCKEFELLER

    VICE PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • LIAM DRURY-WANG

    VICE PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ALEJANDRO FOUNG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • WENDY GORDON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MICHAEL LAMBERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PHEBE PIERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ELIZA ROCKEFELLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • LILY ROCKEFELLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • VALERIE ROCKEFELLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • FRAN SUSSNER RODGERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • NAOMI WALETZKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • CELENA WANG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ANNA WIENER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • LEE H WASSERMAN

    DIRECTOR & SECRETARY

    Total calculated
    $849,232
    From this org
    $732,005
    From related orgs
    $0
    Other
    $117,227
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $347,488
    Bonus
    $0
    Other
    $384,517
    Deferred
    $65,200
    Nontaxable benefits
    $52,027
    Filer's total
    $849,232

  • LAMIN CEESAY

    TREASURER

    Total calculated
    $139,664
    From this org
    $94,010
    From related orgs
    $0
    Other
    $45,654
    Hours/week
    22

    Schedule J breakdown matched by us

    Base
    $93,712
    Bonus
    $0
    Other
    $298
    Deferred
    $14,693
    Nontaxable benefits
    $30,961
    Filer's total
    $139,664

  • LISA GUIDE

    ASSOCIATE DIRECTOR

    Total calculated
    $332,270
    From this org
    $260,776
    From related orgs
    $0
    Other
    $71,494
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $256,974
    Bonus
    $0
    Other
    $3,802
    Deferred
    $40,431
    Nontaxable benefits
    $31,063
    Filer's total
    $332,270

  • JULIE FERNANDES

    ASSOC. DIR. FOR DEMOCRACY

    Total calculated
    $383,297
    From this org
    $288,483
    From related orgs
    $0
    Other
    $94,814
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,728
    Bonus
    $0
    Other
    $2,755
    Deferred
    $41,367
    Nontaxable benefits
    $53,447
    Filer's total
    $383,297

  • SARAH A BRENNAN

    ASSOC. DIR. FOR OIL AND GAS

    Total calculated
    $355,392
    From this org
    $284,157
    From related orgs
    $0
    Other
    $71,235
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,686
    Bonus
    $0
    Other
    $1,471
    Deferred
    $40,869
    Nontaxable benefits
    $30,366
    Filer's total
    $355,392

  • BAKEYAH NELSON

    SENIOR ADVISOR

    Total calculated
    $301,864
    From this org
    $234,723
    From related orgs
    $0
    Other
    $67,141
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,250
    Bonus
    $0
    Other
    $473
    Deferred
    $15,000
    Nontaxable benefits
    $52,141
    Filer's total
    $301,864

  • CHRISTOPHER M MEYER

    SENIOR ADVISOR

    Total calculated
    $258,505
    From this org
    $231,968
    From related orgs
    $0
    Other
    $26,537
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,967
    Bonus
    $0
    Other
    $6,001
    Deferred
    $15,625
    Nontaxable benefits
    $10,912
    Filer's total
    $258,505

  • SARAH L THOMAS

    SENIOR ADVISOR

    Total calculated
    $251,602
    From this org
    $228,563
    From related orgs
    $0
    Other
    $23,039
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,893
    Bonus
    $0
    Other
    $670
    Deferred
    $14,250
    Nontaxable benefits
    $8,789
    Filer's total
    $251,602

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
HOUSING ALLOWANCE IS BASED ON A FIXED AMOUNT DETERMINED BY THE COMPENSATION COMMITTEE. THE 2024 HOUSING ALLOWANCE IN THE AMOUNT OF $31,800 PAID TO LEE WASSERMAN, DIRECTOR & SECRETARY, IS INCLUDED IN THE REPORTABLE COMPENSATION, PART II, COLUMN B (III).
PART I, LINE 4B
IN MARCH 2020, THE FUND ENTERED INTO A NEW SUPPLEMENTAL RETIREMENT PLAN FOR LEE H. WASSERMAN. IN 2024, A FINAL DISTRIBUTION WAS MADE TO LEE H. WASSERMAN, AS INSTRUCTED BY THE SUPPLEMENTAL RETIREMENT PLAN AGREEMENTS, IN THE AMOUNT OF $342,704. THE DISTRIBUTION AMOUNT IS REPORTED IN PART II, COLUMN (B)(III).
PART II, LINE 8:
THE TREASURER IS PAID BY AN UNRELATED ORGANIZATION, ROCKEFELLER BROTHERS FUND (RBF), EIN 13-1760106, FOR SERVICES RENDERED TO THE FILING ORGANIZATION. TWENTY-TWO HOURS PER WEEK ARE DEVOTED AND ITS ALLOCABLE SHARE OF COMPENSATION, PENSION, AND BENEFITS ARE REPORTED ON PART VII.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • THE WILLIAM B WIENER JR FOUNDATION

    501(C)(3) · CIVIL LIBERTIES, SUSTAINABLE ECOSYSTEMS, PROTECTING HUMAN HEALTH · LA · controlled entity

    Directly controlled by ROCKEFELLER FAMILY FUND

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202533179349305638

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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