The David Rockefeller Fund Inc
The David Rockefeller Fund Inc is a private family foundation established in 1989 by David Rockefeller and his wife Peggy. Based in New York, NY, the organization operates as a 501(c)(3) tax-exempt entity (EIN: 13-3533359) dedicated to advancing more just, creative, and flourishing communities through strategic philanthropic investments.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$65.4M
+3.3% YoY
Annual Giving
$3.3M
-23.1% YoY
Grant Count
83
+1.2% YoY
Avg Grant Size
$40K
-24.0% YoY
Mission & Focus Areas
The Fund's mission is to invest in catalytic ideas, people, efforts, and institutions working strategically toward ecological regeneration, justice system transformation, and art for social impact.
The organization currently operates three primary program areas:
Arts — Focuses on cultivating, showcasing, and disseminating the stories of innovative art for social change.
Climate — Supports and sustains bold, science-based leadership on climate solutions and addresses climate change and local sustainability efforts.
Justice — Supports bold new ideas and initiatives for transforming detention and incarceration policy, promoting a more humane and fair criminal justice system.
The Fund also underwrites initiatives designed to encourage trustees' individual charitable giving and collaborative grantmaking by the family.
Grantmaking
The Fund made 94 grants in 2024. Typical grant awards range from $40,000 to $255,000, with some community-level grants ranging from $500 to $10,000. Total giving in 2024 was $3,279,650.
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Geographic Focus
Where this funder awards grants
The Fund supports nonprofits located in the United States, with primary grantmaking activity in New York, California, and the District of Columbia.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $65,358,301
- Total Revenue: $4,393,037
- Total Expenses: $5,528,607
- Total Liabilities: $1,970,000
- Total Giving: $3,279,650
Staffing: The organization has 3 employees.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $65,358,301 | $63,250,282 | $59,951,339 |
| Revenue | $4,393,037 | $3,593,426 | $229,899 |
| Expenses | $5,528,607 | $6,132,487 | $5,215,164 |
| Qualifying Distributions | $4,485,365 | $5,318,859 | $5,687,878 |
| Net Investment Income | $5,318,499 | $3,117,666 | $625,062 |
| Distributable Amount | $2,684,473 | $2,563,398 | $2,823,956 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Lourdes Rodriguez serves as Chief Executive Officer.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMIE BENNETT | DIRECTOR | 2.5 | $2,000 |
| CHRIS LINDSTROM | DIRECTOR | 1 | — |
| MINDY FULLILOVE | DIRECTOR | 2 | $2,000 |
| KAYTURA FELIX | DIRECTOR | 2 | $2,000 |
| ADAM GROWALD | DIRECTOR | 1.5 | — |
| CHRISTINE HEENAN | DIRECTOR | 1.5 | $2,000 |
| MICHAEL LAMBERT | DIRECTOR | 1.5 | — |
| MAX MILLER | DIRECTOR | 1.5 | — |
| MICHAEL QUATTRONE | DIRECTOR | 2.5 | — |
| ARIANA ROCKEFELLER | DIRECTOR | 1.5 | — |
| CLAY ROCKEFELLER | DIRECTOR | 3 | — |
| SUSAN ROCKEFELLER | DIRECTOR | 1.5 | — |
| CAMILLA ROCKEFELLER | DIRECTOR/CHAIR | 2 | — |
| NEVA GOODWIN | DIRECTOR | 1.5 | — |
| TAMARA LARSEN | DIRECTOR (FROM 1/1/2024) | 2 | $2,000 |
| LOURDES RODRIGUEZ | CHIEF EXECUTIVE OFFICER | 40 | $234,000 |
| LEXI FISHER | SECRETARY/CHIEF OPERATING OFFICER | 40 | $176,392 |
| LEAH D'ANGELO | TREASURER | 1 | $5,882 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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