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 January 31, 2020, the market value of the Fund’s investment assets total was $1.26 billion.

Endowment Summary

Financial Statements & 990-PF forms

Investment Policy Statement

Mission-Aligned Investment Efforts

Divestment Statement

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