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 Rockefeller Brothers Fund's annual Statistical Review provides information on the Fund's investment performance and rate of spending, as well as an overview of program spending, grantmaking, Pocantico activities, human resources data, and an analysis of program spending.