Finances

2010 Audited Financial Statement

Publish Date:

08/25/2011

Short Description:

The 2010 Audited Financial Statement presents the financial position of the Rockefeller Brothers Fund as of December 31, 2010 and 2009.

Financial_Statement_2010.pdf

2009 Form 990-PF

Publish Date:

12/14/2010

Short Description:

The 990-PF form provides information on the RBF’s assets, liabilities, revenues, charitable distributions, operating and administrative expenses,excise tax computations, and compensation of officers, trustees or directors.

The 990-PF form provides information on the RBF’s assets, liabilities, revenues, charitable distributions, operating and administrative expenses,excise tax computations, and compensation of officers, trustees or directors. All private foundations are required to submit this form annually to the IRS. It serves as both an informational reporting and monitoring mechanism for the Fund’s charitable distributions and activities, as well as its taxable income.

2009 990-PF

2008 Form 990-PF

Publish Date:

10/29/2009

Short Description:

The 990-PF form provides information on the RBF’s assets, liabilities, revenues, charitable distributions, operating and administrative expenses,excise tax computations, and compensation of officers, trustees or directors.

The 990-PF form provides information on the RBF’s assets, liabilities, revenues, charitable distributions, operating and administrative expenses,excise tax computations, and compensation of officers, trustees or directors. All private foundations are required to submit this form annually to the IRS. It serves as both an informational reporting and monitoring mechanism for the Fund’s charitable distributions and activities, as well as its taxable income.

2008_990-PF.pdf

Proxy Voting Guidelines and Procedures

Publish Date:

10/07/2005

Short Description:

The Proxy Voting Guidelines are a core component of the RBF approach to responsible investing. The RBF has developed the Guidelines with the understanding that the voting rights that come with common stock ownership are economic assets of the foundation.

Proxy Voting Guidelines and Procedures

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Endowment Summary

Publish Date:

05/01/2012

Short Description:

As of March 31, 2012, the market value of the Fund's investment assets total was $754.6 million.

Endowment_Summary_2012-Mar.pdf

Code of Conduct

Publish Date:

12/13/2007

Short Description:

This Code of Conduct is designed to guide the trustees, committee members, and employees of the Rockefeller Brothers Fund in the performance of their duties in the work of the Fund.

Code of Conduct

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2005 Form 990-PF

Publish Date:

11/15/2006

Short Description:

The Form 990 PF form provides information on the RBF’s assets, liabilities, revenues, charitable distributions, operating and administrative expenses, excise tax computations, and compensation of officers, trustees or directors.

The Form 990 PF form provides information on the RBF’s assets, liabilities, revenues, charitable distributions, operating and administrative expenses, excise tax computations, and compensation of officers, trustees or directors. All private foundations are required to submit this form annually to the IRS. It serves as both an informational reporting and monitoring mechanism for the Fund’s charitable distributions and activities, as well as its taxable income.

2005 Form 990-PF

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2006 Form 990-PF

Publish Date:

11/15/2007

Short Description:

The Form 990 PF form provides information on the RBF’s assets, liabilities, revenues, charitable distributions, operating and administrative expenses, excise tax computations, and compensation of officers, trustees or directors.

The Form 990 PF form provides information on the RBF’s assets, liabilities, revenues, charitable distributions, operating and administrative expenses, excise tax computations, and compensation of officers, trustees or directors. All private foundations are required to submit this form annually to the IRS. It serves as both an informational reporting and monitoring mechanism for the Fund’s charitable distributions and activities, as well as its taxable income.

2006 Form 990-PF

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2007 Form 990-PF

Publish Date:

11/15/2008

Short Description:

The Form 990 PF form provides information on the RBF’s assets, liabilities, revenues, charitable distributions, operating and administrative expenses, excise tax computations, and compensation of officers, trustees or directors.

The Form 990 PF form provides information on the RBF’s assets, liabilities, revenues, charitable distributions, operating and administrative expenses, excise tax computations, and compensation of officers, trustees or directors. All private foundations are required to submit this form annually to the IRS. It serves as both an informational reporting and monitoring mechanism for the Fund’s charitable distributions and activities, as well as its taxable income.

2007 Form 990-PF