Institutional Transparency

The Rockefeller Brothers Fund is committed to transparency in order to promote accountability and so that others might learn from our experience to accelerate progress toward a more just, sustainable, and peaceful world. Each year, the RBF publishes Annual Reviews to report on grantmaking, Pocantico operations, finance and investments, and human resources and diversity, as well as larger trends in our work and the philanthropic sector.

We also participate in sector-wide and field-specific transparency efforts including Candid’s GlassPockets and IssueLab, as well as regular reports on Grantee and Applicant Perception conducted by the Center for Effective Philanthropy (CEP). The RBF shares as much information as possible but, in some instances, legal requirements and privacy concerns preclude us from disclosing confidential materials, such as those shared by grantees or applicants.

DOCUMENT LIBRARY

Governance

• Trustee biographies
• Bylaws
• Code of Conduct, Conflict of Interest, and Whistleblower policies
• Delegated Authority Grantmaking Policy
• Donor Contributions Policy
• Statement of Perpetuity
• Audit Committee Charter
• Compensation Committee Charter
• Executive Committee Charter 
• Investment Committee Charter
• Nominating Committee Charter
• Pocantico Committee Charter

Grantmaking

• Program Statement and Guidelines
• Grant Application Process
• Grants Database
• Program Impact and Learning

Finance

• Audited Financial Statements and IRS Form 990-PFs
• Endowment Summary
• Investment Policy
• Mission-Aligned Investment Efforts
• Divestment Statement
• Impact Investments
• ESG Investments
• Manager Diversity Commitment
• Gender and Racial Equity Lens (GREL) Investments
• Proxy Voting Guidelines
• Assessing Mission-Aligned Investment Efforts
• A Five-Year Case Study of Fossil Fuel Divestment at the Rockefeller Brothers Fund

Human Resources

• Equal Opportunity Statement
• Staff Biographies