Finance and Reporting

The Rockefeller Brothers Fund strives to maintain the highest standards of ethics, transparency, and accountability. The Finance and Reporting section includes information central to the operations of the Fund, including its annual financial statements, 990-PFs, and investment information. Endowment reports are updated monthly. As of March 31, 2012, the market value of the Fund's investment assets total was $754.6 million.

 

990-PFs

Endowment Summary

Financial Statements

Investment Policy Statement

Proxy Voting Principles

 

Additional information about the Fund, including the audit and investment committee charters, can be found in the Governance section.