Finance
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 May 31, 2018, the market value of the Fund’s investment assets total was $939 million.
Financial Statements & 990-PF forms
Mission-Aligned Investment Efforts
Additional information about the Fund, including the audit and committee charters, can be found in the Governance section.