Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE DAVID ROCKEFELLER FUND INC
 
Number and street (or P.O. box number if mail is not delivered to street address)475 RIVERSIDE DRIVE 900
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10115
A Employer identification number

13-3533359
B Telephone number (see instructions)

(212) 812-4300
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$65,358,301J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 53,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 140,573 140,573  
4 Dividends and interest from securities... 1,216,589 1,365,777  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,940,772
b Gross sales price for all assets on line 6a 16,656,122
7 Capital gain net income (from Part IV, line 2)... 4,399,575
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
42,103 336  
12 Total. Add lines 1 through 11........ 4,393,037 5,906,261  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 426,274 7,369   418,905
14 Other employee salaries and wages...... 189,690 1,518   183,656
15 Pension plans, employee benefits....... 232,765 3,414   248,273
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
16,052 0   28,981
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
36,967 17,210   12,976
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
463,733 305,391   112,077
17 Interest...............   3,486    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
56,036 28,778   0
19 Depreciation (attach schedule) and depletion... 4,000 0  
20 Occupancy.............. 20,261 256   19,837
21 Travel, conferences, and meetings....... 69,168 337   70,043
22 Printing and publications.......... 1,702 0   1,206
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
314,586 220,003   109,761
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,831,234 587,762   1,205,715
25 Contributions, gifts, grants paid....... 3,697,373 3,279,650
26 Total expenses and disbursements. Add lines 24 and 25 5,528,607 587,762   4,485,365
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,135,570
b Net investment income (if negative, enter -0-) 5,318,499
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 229,329 480,806 480,806
2 Savings and temporary cash investments......... 1,498,909 2,968,451 2,968,451
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow9,574,486
Less: allowance for doubtful accounts right arrow   9,436,709 9,574,486 9,574,486
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 18,821 18,779 18,779
10a Investments—U.S. and state government obligations (attach schedule) 2,731,763 Click to see attachment
List of Attached Documents:
// Content
2,260,136 		2,260,136
b Investments—corporate stock (attach schedule)....... 19,096,336 Click to see attachment
List of Attached Documents:
// Content
24,173,971 		24,173,971
c Investments—corporate bonds (attach schedule)....... 1,038,718 Click to see attachment
List of Attached Documents:
// Content
1,053,198 		1,053,198
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 29,127,600 Click to see attachment
List of Attached Documents:
// Content
24,780,980 		24,780,980
14 Land, buildings, and equipment: basis right arrow34,138
Less: accumulated depreciation (attach schedule) right arrow28,584 6,085 Click to see attachment
List of Attached Documents:
// Content
5,554 		5,554
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
66,012 		Click to see attachment
List of Attached Documents:
// Content
41,940 		Click to see attachment
List of Attached Documents:
// Content
41,940
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 63,250,282 65,358,301 65,358,301
Liabilities 17 Accounts payable and accrued expenses.......... 151,996 256,212
18 Grants payable................. 1,080,000 1,495,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
164,467 		Click to see attachment
List of Attached Documents:
// Content
217,305
23 Total liabilities (add lines 17 through 22)......... 1,396,463 1,968,517
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 51,451,211 52,552,679
25 Net assets with donor restrictions............ 10,402,608 10,837,105
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 61,853,819 63,389,784
30 Total liabilities and net assets/fund balances (see instructions). 63,250,282 65,358,301
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
61,853,819
2
Enter amount from Part I, line 27a .....................
2
-1,135,570
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,706,499
4
Add lines 1, 2, and 3 ..........................
4
63,424,748
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
34,964
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
63,389,784
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b LIBRA FOSSIL FUEL FREE FUND, LP P    
c ROCKEFELLER ALTERNATIVE STRATEGIES FUND, (LP) P    
d ROCKEFELLER ACCESS FUND 06-I, LLC P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       1,875,986
b       2,524,519
c       204
d       -1,134
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,875,986
b       2,524,519
c       204
d       -1,134
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 4,399,575
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 73,927
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 73,927
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 73,927
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 37,526
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 72,526
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,401
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.DRFUND.ORG
14
The books are in care ofright arrowLEXI FISHER Telephone no.right arrow (212) 812-4300

Located atright arrow475 RIVERSIDE DRIVENEW YORKNY ZIP+4right arrow10115
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAMIE BENNETT DIRECTOR
2.50 		2,000 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
CHRIS LINDSTROM DIRECTOR
1.00 		0 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
MINDY FULLILOVE DIRECTOR
2.00 		2,000 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
KAYTURA FELIX DIRECTOR
2.00 		2,000 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
ADAM GROWALD DIRECTOR
1.50 		0 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
CHRISTINE HEENAN DIRECTOR
1.50 		2,000 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
MICHAEL LAMBERT DIRECTOR
1.50 		0 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
MAX MILLER DIRECTOR
1.50 		0 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
MICHAEL QUATTRONE DIRECTOR
2.50 		0 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
ARIANA ROCKEFELLER DIRECTOR
1.50 		0 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
CLAY ROCKEFELLER DIRECTOR
3.00 		0 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
SUSAN ROCKEFELLER DIRECTOR
1.50 		0 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
CAMILLA ROCKEFELLER DIRECTOR/CHAIR
2.00 		0 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
NEVA GOODWIN DIRECTOR
1.50 		0 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
TAMARA LARSEN DIRECTOR (FROM 1/1/2024)
2.00 		2,000 0 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
LOURDES RODRIGUEZ CHIEF EXECUTIVE OFFICER
40.00 		234,000 69,977 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
LEXI FISHER SECRETARY/CHIEF OPERATING OFFICER
40.00 		176,392 67,871 1,762
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
LEAH D'ANGELO TREASURER
1.00 		5,882 1,764 0
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
CRISTINA FERNANDEZ PROGRAM OFFICER
40.00 		93,704 29,017 2,258
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
ROCKEFELLER CAPITAL MANAGEMENT INVESTMENT MANAGEMENT 346,014
45 ROCKEFELLER PLZ FL 5
NEW YORK,NY10111
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 DURING 2024, 3 MEMBERS OF THE STAFF OF DAVID ROCKEFELLER FUND PROVIDED TECHNICAL ASSISTANCE TO CHARITABLE ORGANIZATIONS, AND 1 MEMBER OF THE STAFF SERVED ON 1 CHARITABLE ORGANIZATION'S BOARD. 2 MEMBERS OF THE STAFF SERVED ON A TOTAL OF 7 COMMITTEES, PUBLIC COMMISSIONS, OR TASK FORCES IN ORDER TO PROVIDE TECHNICAL ASSISTANCE. 22,638
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
52,637,343
b
Average of monthly cash balances.......................
1b
3,370,774
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
56,008,117
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
56,008,117
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
840,122
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
55,167,995
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,758,400
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,758,400
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
73,927
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
73,927
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,684,473
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,684,473
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,684,473
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
4,485,365
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,485,365
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,684,473
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,621,017
b From 2020...... 8,473,946
c From 2021...... 1,946,749
d From 2022...... 2,863,922
e From 2023...... 2,755,461
f Total of lines 3a through e ........ 17,661,095
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,485,365
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 2,684,473
e Remaining amount distributed out of corpus 1,800,892
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 19,461,987
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,621,017
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		17,840,970
10 Analysis of line 9:
a Excess from 2020.... 8,473,946
b Excess from 2021.... 1,946,749
c Excess from 2022.... 2,863,922
d Excess from 2023.... 2,755,461
e Excess from 2024.... 1,800,892
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LEXI FISHER
475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
(212) 812-4300
LOI@DRFUND.ORG
bThe form in which applications should be submitted and information and materials they should include:
THE DAVID ROCKEFELLER FUND WEBSITE STATES 1-2 PAGE LETTER OF INTENT SHOULD BE SUBMITTED TO LOI@DRFUND.ORG
cAny submission deadlines:
THE DAVID ROCKEFELLER FUND ACCEPTS UNSOLICITED REQUESTS ON A ROLLING BASIS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE DAVID ROCKEFELLER FUND ONLY ACCEPTS UNSOLICITED REQUESTS THAT FIT ITS THREE KEY PROGRAM AREAS (ARTS, JUSTICE AND CLIMATE)
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A BLADE OF GRASS

51-02 21ST STREET 4A SUITE 129
LONG ISLAND CITY,NY11101 		N/A PC TO FACILITATE A LEARNING COMMUNITY OF FUNDERS SUPPORTING SOCIALLY ENGAGED ART. 50,000

A CLIMATE TO THRIVE

PO BOX 75
MOUNT DESERT,ME04660 		N/A PC TO ENGAGE IN KNOWLEGE SHARING AND COLLABORATION TO ADVANCE COMMUNITY-OWNED MICRO-GRID INFRASTRUCTURE PROJECTS. 50,000

ABBE MUSEUM

26 MOUNT DESERT STREET
BAR HARBOR,ME04609 		N/A PC TO PLAN FOR THE SUSTAINABILITY AND REACH OF THE DAWNLAND FESTIVAL OF ARTS & IDEAS, AN INITIATIVE DEDICATED TO CATALYZING DEEPER UNDERSTANDING OF HOW INDIGENOUS WORLDVIEWS CAN OFFER SOLUTIONS FOR THE MOST PRESSING ISSUES OF OUR TIME. 25,000

ACTION FOR SAFETY AND JUSTICE

1787 TRIBUTE RD SUITE K
SACRAMENTO,CA95815 		N/A NC TO EDUCATE THE PUBLIC ON PUBLIC SAFETY SOLUTIONS FOR REDUCING MASS CRIMINALIZATION AND INCARCERATION. 100,000

ALLGO

701 TILLERY ST BOX 4
AUSTIN,TX78702 		N/A PC STAFF MATCHING GRANT TO BE USED FOR GENERAL OPERATING SUPPORT. 100

AMALGAMATED CHARITABLE FOUNDATION

1825 K STREET NW
WASHINGTON,DC20006 		N/A PC STAFF MATCHING GRANT TO BE USED FOR ORGANIZING RESILIENCE PROJECT'S MAUI JUST RECOVERY FUND. 250

BROADWAY ADVOCACY COALITION

165 WEST 46TH STREET SUITE 1105
NEW YORK,NY10036 		N/A PC TO SUPPORT COLLABORATIONS WITH JUSTICE-FOCUSED ADVOCACY ORGANIZATIONS PARTICIPATING IN THE THEATER OF CHANGE PROGRAM. 15,000

BROOKLYN ARTS EXCHANGE

421 5TH AVE
BROOKLYN,NY11215 		N/A PC TO EXPAND AND REPLICATE THE EMERGENYC INCUBATOR AND SUPPORT NETWORK FOR EMERGING ARTIST-ACTIVISTS. 50,000

BROOKLYN ARTS EXCHANGE

421 5TH AVE
BROOKLYN,NY11215 		N/A PC TO SUPPORT BROOKLYN ARTS EXCHANGE'S ORGANIZATIONAL LEADERSHIP TRANSITION. 15,000

BUSINESS CAPACITY DEVELOPMENT ALLIANCE

147 PRINCE STREET
BROOKLYN,NY11201 		N/A PC FOR CANARY IMPACT PARTICIPATORY GRANTMAKING COMMITTEE. 50,000

CASA INC

8151 15TH AVE
HYATTSVILLE,MD20873 		N/A PC TO PROVIDE EDUCATION ON CLIMATE JUSTICE ISSUES IN PENNSYLVANIA. 50,000

CENTER FOR ARTISTIC ACTIVISM

86 CHURCH STREET - 500
LEEDS,NY12451 		N/A PC UNSTOPPABLE VOTERS A TRAINING AND MENTORING PROGRAM THAT EDUCATES ARTISTS AND ACTIVISTS ON RESEARCH-BASED TOOLS TO DESIGN AND IMPLEMENT EFFECTIVE CIVIC ENGAGEMENT CREATIVE CAMPAIGNS. 75,000

CENTER FOR CULTURAL POWER

1330 BROADWAY 3RD FLOOR
OAKLAND,CA94612 		N/A PC TO ENGAGE YOUNG PEOPLE IN MOVEMENTS USING ARTS AND CULTURE FOR SOCIAL JUSTICE AT THE NATIONAL, STATE, AND LOCAL LEVELS. 25,000

CENTER FOR DISASTER PHILANTHROPY

1201 CONNECTICUT AVENUE NW SUITE
300
WASHINGTON,DC20036 		N/A PC STAFF MATCHING GRANT TO BE USED FOR ISRAEL AND GAZA RELIEF & RECOVERY FUND. 250

CENTER FOR JUSTICE AND HUMAN DIGNITY

2307 S RURAL RD
TEMPE,AZ85282 		N/A PC TO SUPPORT COLLABORATIVE EFFORTS TO IMPROVE CONDITIONS OF CONFINEMENT IN CORRECTIONAL FACILITIES AND FOSTER CORRECTIONAL CULTURES THAT ADVANCE HUMAN DIGNITY. 20,000

CENTER FOR JUSTICE AT COLUMBIA UNIVERSITY

1255 AMSTERDAM AVE ROOM 812
NEW YORK,NY10027 		N/A PC TO SUPPORT COLLABORATIVE EFFORTS TO STRENGTHEN TIES BETWEEN ACADEMICS, SOCIAL WORK PRACTITIONERS, ADVOCATES, AND DIRECTLY IMPACTED COMMUNITIES TO IMPROVE THE CONDITIONS FACED BY INCARCERATED WOMEN AND END SOLITARY CONFINEMENT. 10,000

CLIMATE EMERGENCY ADVOCATES

529 MAIN STREET SUITE 200
CHARLESTOWN,MA02129 		N/A NC TO SUPPORT STRATEGIC COMMUNICATIONS AND DIGITAL MEDIA CAMPAIGNS TO ADVANCE CLIMATE ADVOCACY FOR RENEWABLE ENERGY SOLUTIONS. 75,000

CLIMATE EMERGENCY ADVOCATES

529 MAIN STREET SUITE 200
CHARLESTOWN,MA02129 		N/A NC TO SUPPORT STRATEGIC COMMUNICATIONS AND DIGITAL MEDIA CAMPAIGNS TO ADVANCE CLIMATE ADVOCACY FOR RENEWABLE ENERGY SOLUTIONS. 25,000

COMMISSION SHIFT

212 FLORES AVENUE
LAREDO,TX78040 		N/A PC TO SUPPORT EDUCATION AND RESEARCH ON OIL AND GAS REGULATORY COMPLIANCE AIMED AT ENSURING THE RAILROAD COMMISSION OF TEXAS IS RESPONSIVE TO ITS MANDATE IN A CHANGING ENERGY LANDSCAPE. 50,000

COMMON DEFENSE EDUCATION FUND

251 W 30TH STREET 5TH FLOOR
NEW YORK,NY10001 		N/A PC VETERANS FOR CLIMATE JUSTICE A NATIONAL CAMPAIGN OF U.S. MILITARY VETERANS WORKING TO RAISE PUBLIC AWARENESS OF THE CLIMATE CRISIS AND BUILD PUBLIC SUPPORT FOR CLEAN RENEWABLE ENERGY. 25,000

CONFLUENCE PHILANTHROPY

215 LEXINGTON AVENUE 10TH FL
NEW YORK,NY10016 		N/A PC TO SUPPORT EDUCATIONAL PROGRAMMING FOR FOUNDATIONS AND OTHER VALUES-ALIGNED INVESTORS, AND THE TRANSPARENCY COMPACT'S EFFORTS TO CULTIVATE MORE TRANSPARENT SECTOR-WIDE PRACTICES FOR INVESTING IN DECARBONIZATION AND CLIMATE SOLUTIONS. 25,500

CONNECTIVE

515 POST OAK BLVD SUITE 1000
HOUSTON,TX77027 		N/A SO I TO SUPPORT HURRICANE BERYL DISASTER RECOVERY RESPONSE AND LONG-TERM RESILIENCE EFFORTS IN THE GREATER HOUSTON, TEXAS AREA. 20,000

CROATAN INSTITUTE

PO BOX 2044
DURHAM,NC27702 		N/A PC FOR RURAL BEACON INITIATIVE'S FREE UNION FARM REGENERATIVE SUSTAINABILITY HUB AND SEED SANCTUARY PROJECT. 100,000

DREAMORG

436 14TH ST SUITE 920
OAKLAND,CA94612 		N/A PC EMPATHY NETWORK - PROVIDE ISSUE EDUCATION TO STATE AND FEDERAL POLICYMAKERS WITH THE GOAL OF BRINGING ABOUT POWERFUL CHANGES TO THE JUSTICE SYSTEM. 50,000

ENVIRONMENTAL GRANTMAKERS ASSOCIATION

475 RIVERSIDE DRIVE SUITE 960
NEW YORK,NY10115 		N/A PC MEMBERSHIP ASSOCIATION OF FOUNDATIONS AND GIVING PROGRAMS THAT PROMOTES EFFECTIVE ENVIRONMENTAL PHILANTHROPY. 7,000

FAIR COUNT

464 BOULEVARD SE
ATLANTA,GA30312 		N/A PC TO BUILD CIVIC POWER FOR AN EQUITABLE ELECTORATE AND CLIMATE MOVEMENT IN THE STATE OF GEORGIA. 50,000

GEORGIA ALLIANCE EDUCATION FUND

PO BOX 77971
ATLANTA,GA30357 		N/A PC TO SUPPORT A STATEWIDE COALITION OF COMMUNITY ORGANIZING AND CIVIC ENGAGEMENT INITIATIVES IN GEORGIA. 250,000

GLOBAL IMPACT

1199 NORTH FAIRFAX STREET SUITE
3000
ALEXANDRIA,VA22314 		N/A PC GALAXY GIVES' GALAXY LEADER FELLOWSHIP PROJECT - SUPPORT FOR DIRECTLY-IMPACTED, VISIONARY LEADERS WORKING TO END MASS INCARCERATION IN THE UNITED STATES. 75,000

GRANTMAKERS IN THE ARTS

522 COURTLANDT AVENUE
BRONX,NY104515008 		N/A PC TO PROVIDE OPERATING SUPPORT FOR NETWORK OF DONORS COMMITTED TO EFFECTIVE ARTS PHILANTHROPY. 5,000

ILLUMINATIVE

1828 L STREET NW SUITE 300-A
WASHINGTON,DC20036 		N/A PC ILLUMINATIVE'S NATIVE ARTISTS AND STORYTELLERS FUND 100,000

IMPACTASSETS

4340 EAST WEST HIGHWAY SUITE 210
BETHESDA,MD20814 		N/A PC TO SUPPORT THE UPSTART CO-LAB INCLUSIVE CREATIVE ECONOMY STRATEGY, THE FIRST EVER NATIONAL IMPACT INVESTING VEHICLE TO SUPPORT CREATIVE INDUSTRIES WITHIN THE UNITED STATES. 50,000

IN OUR BACKYARDS (IOBY)

275 PARK AVENUE SUITE A
BROOKLYN,NY11205 		N/A PC TO SUPPORT IOBY'S LEADERSHIP TRANSITION AND STRATEGIC PLANNING INITIATIVES. 25,000

IN OUR BACKYARDS (IOBY)

275 PARK AVENUE SUITE A
BROOKLYN,NY11205 		N/A PC STAFF MATCHING GRANT TO BE USED FOR HIKE THE HEIGHTS PROJECT. 500

LATINO COMMUNITY FOUNDATION

235 MONTGOMERY STREET SUITE 1160
SAN FRANCISCO,CA94104 		N/A PC PODERARTE - PARTICIPATORY GRANTMAKING INITIATIVE SUPPORTING THE USE OF ART AND CULTURE STRATEGIES TO INCREASE PUBLIC AWARENESS, CIVIC ENGAGEMENT, AND SOCIAL JUSTICE. 75,000

LEAGUE OF CONSERVATION VOTERS

740 15TH ST NW 7TH FLOOR
WASHINGTON,DC20005 		N/A NC TO SUPPORT THE CHISPA PROGRAM'S EFFORTS TO ADVANCE CLIMATE SOLUTIONS AND ENVIRONMENTAL JUSTICE. 100,000

LOOK2JUSTICE

3009 N 10TH ST
TACOMA,WA98406 		N/A PC TO ENGAGE IN COLLABORATIVE EFFFORTS TO ADDRESS THE COMPLEX TRAUMA, JUSTICE, AND HEALING NEEDS WITHIN COMMUNITIES AFFECTED BY VIOLENCE AND MASS INCARCERATION THROUGH EVENTS THAT ADVANCE RESTORATIVE JUSTICE APPROACHES. 20,000

LUCHA

5716 N 19TH AVENUE
PHOENIX,AZ85015 		N/A NC TO EDUCATE COMMUNITIES IN ARIZONA ABOUT LOCAL ECONOMIC AND SOCIAL ISSUES. 50,000

MICHIGAN CIVIC ACTION FUND

28342 DARTMOUTH STREET
MADISON HEIGHTS,MI48071 		N/A NC TO PROVIDE EDUCATION ABOUT CIVIC ENGAGEMENT OPPORTUNITIES AND PUBLIC POLICY ISSUES IN MICHIGAN, AND PROVIDE TECHNICAL ASSISTANCE INFRASTRUCTURE FOR STATE-BASED MOVEMENT PARTNER ORGANIZATIONS. 100,000

MOMENTUM COMMUNITY

300 LONG BEACH BLVD 20069
LONG BEACH,CA90802 		N/A PC TO SUPPORT RELATIONSHIP-BUILDING AND COLLABORATION AMONG LEADERS WORKING AT THE INTERSECTIONS OF THE CLIMATE, JUSTICE, LABOR, DEMOCRACY, AND RACIAL JUSTICE MOVEMENTS. 27,500

MONTCLAIR EARLY CHILDHOOD CORPORATION

49 ORANGE ROAD
MONTCLAIR,NJ07042 		N/A PC STAFF MATCHING GRANT TO BE USED FOR LULU'S FUND. 300

MONTCLAIR EARLY CHILDHOOD CORPORATION

49 ORANGE ROAD
MONTCLAIR,NJ07042 		N/A PC STAFF MATCHING GRANT TO BE USED FOR LULU'S FUND. 200

MOVEMENT STRATEGY CENTER

1625 CLAY STREET 6TH FLOOR
OAKLAND,CA94612 		N/A PC EQUITABLE INTERMEDIARY PROJECT - BUILDING THE CAPACITY OF EQUITY-FOCUSED FISCAL SPONSORS TO PROVIDE EFFECTIVE SERVICES TO SPONSORED ORGANIZATIONS THAT ARE WORKING TO ACCELERATE A JUST TRANSITION AND ADDRESS RACIAL, GENDER, ECONOMIC, AND ENVIRONMENTAL INEQUITIES. 40,000

NARAL PRO-CHOICE AMERICA FOUNDATION

1725 EYE ST NW SUITE 900
WASHINGTON,DC20006 		N/A PC STAFF MATCHING GRANT TO BE USED FOR GENERAL OPERATING SUPPORT. 250

NATIONAL RELIGIOUS CAMPAIGN AGAINST TORTURE

PO BOX 91820
WASHINGTON,DC20090 		N/A PC SOCIAL WORKERS AND ALLIES AGAINST SOLITARY CONFINEMENT - ENGAGING IN COLLABORATIVE EFFORTS TO STRENGTHEN TIES BETWEEN ACADEMICS, SOCIAL WORK PRACTITIONERS, ADVOCATES, AND DIRECTLY IMPACTED COMMUNITIES TO IMPROVE THE CONDITIONS FACED BY INCARCERATED WOMEN AND END SOLITARY CONFINEMENT. 10,000

NEW LEFT ACCELERATOR

850 LAUREL ST
ALAMEDA,CA94501 		N/A NC EMPOWER & PROTECT ARIZONA - AN EQUITY-INFORMED CAPACITY-BUILDING PROGRAM PROVIDING TECHNICAL ASSISTANCE TO ARIZONA-BASED ORGANIZATIONS ENGAGED IN POWER-BUILDING WORK. 50,000

NEW WORLD FOUNDATION

627 WEST END AVENUE
NEW YORK,NY10024 		N/A PC ECLIPSE FUND PROJECT - MULTI-ISSUE LEARNING AND FUNDING COMMUNITY SUPPORTING EDUCATION ON ENVIRONMENTAL, ECONOMIC, RACIAL JUSTICE, AND DEMOCRACY ISSUES. 15,000

NEW WORLD FOUNDATION

627 WEST END AVENUE
NEW YORK,NY10024 		N/A PC ECLIPSE FUND PROJECT - MULTI-ISSUE LEARNING AND FUNDING COMMUNITY SUPPORTING EDUCATION ON ENVIRONMENTAL, ECONOMIC, RACIAL JUSTICE, AND DEMOCRACY ISSUES. 15,000

NEXTGEN EDUCATION FUND

548 MARKET STREET 98097
SAN FRANCISCO,CA94104 		N/A PC TO EDUCATE, EMPOWER, AND ENCOURAGE CIVIC ENGAGEMENT AND COMMUNITY LEADERSHIP AMONG YOUNG ADULTS AND CULTIVATE YOUTH ORGANIZING IN SUPPORT OF CLIMATE JUSTICE. 50,000

ONE FOR DEMOCRACY

107 GRAND STREET 7TH FLOOR
NEW YORK,NY10013 		N/A NC TO STRENGTHEN THE INFRASTRUCTURE NEEDED FOR DEMOCRACY, AND ULTIMATELY COMMUNITIES, TO THRIVE. 50,000

PANCREATIC CANCER ACTION NETWORK

1500 ROSECRANS AVENUE SUITE 200
MANHATTAN BEACH,CA90266 		N/A PC STAFF MATCHING GIFT TO BE USED TOWARD PURPLESTRIDE PROGRAM. 100

PEOPLE'S THEATRE PROJECT

700 W 192ND STREET SUITE 2
NEW YORK,NY10040 		N/A PC TO SUPPORT COLLABORATIVE EFFORTS TO INFORM NEW YORK CITY'S CULTURAL ADVOCACY PRIORITIES. 10,000

PODER

PO BOX 23406 4415 N MARYVALE PKWY
PHOENIX,AZ85063 		N/A NC TO EDUCATE ARIZONA COMMUNITIES ABOUT CIVIC ENGAGEMENT AND OPPORTUNITIES TO ADVANCE THEIR HEALTH AND SAFETY AT THE LOCAL AND STATE LEVEL. 50,000

PODER

PO BOX 23406 4415 N MARYVALE PKWY
PHOENIX,AZ85063 		N/A NC TO EDUCATE ARIZONA COMMUNITIES ABOUT CIVIC ENGAGEMENT AND OPPORTUNITIES TO ADVANCE THEIR HEALTH AND SAFETY AT THE LOCAL AND STATE LEVEL. 18,000

PRIVATE EQUITY STAKEHOLDER PROJECT

2513 N CENTRAL PARK AVE
CHICAGO,IL60647 		N/A PC TO MONITOR AND DRAW ATTENTION TO PRIVATE EQUITY INVESTMENTS IN FOSSIL FUEL ASSETS. 150,000

PROGRESSIVE MULTIPLIER ACTION FUND

2733 WOODLEY PLACE NW
WASHINGTON,DC20008 		N/A NC TO SUPPORT NONPROFIT VOTER ENGAGEMENT AND CLIMATE JUSTICE GROUPS IN THE IMPLEMENTATION OF INDEPENDENT, SCALABLE REVENUE GENERATION TECHNIQUES. 75,000

PROTECT OUR WINTERS

4676 BROADWAY STREET
BOULDER,CO80304 		N/A PC TO MOBILIZE THE OUTDOOR SPORT ENTHUSIAST COMMUNITY TO TAKE ACTION IN SUPPORT OF CLIMATE AND CLEAN ENERGY SOLUTIONS. 50,000

PUERTO RICAN FOLKLORIC DANCE

15228 QUIET POND CT
AUSTIN,TX78728 		N/A PC STAFF MATCHING GRANT TO BE USED FOR GENERAL OPERATING SUPPORT. 200

PUERTO RICAN FOLKLORIC DANCE

15228 QUIET POND CT
AUSTIN,TX78728 		N/A PC STAFF MATCHING GRANT TO BE USED FOR GENERAL OPERATING SUPPORT. 2,000

RACIAL JUSTICE NOW

13217 NEW HAMPSHIRE AVE 4692
SILVER SPRING,MD20904 		N/A PC TO SUSTAIN THE ORGANIZATION'S ONGOING COMMUNITY ORGANIZING EFFORTS DURING ITS EXECUTIVE DIRECTOR'S SABBATICAL. 5,000

RESTOREHER

211 GREEN VALLEY RD
FAYETTEVILLE,GA30214 		N/A PC PROGRAM SYMPOSIUM AND RETREAT. 5,000

RESTOREHER

211 GREEN VALLEY RD
FAYETTEVILLE,GA30214 		N/A PC NATIONAL NETWORK ADVOCATING FOR IMPROVED CONDITIONS OF CONFINEMENT AND JUSTICE SYSTEM TRANSFORMATION IN THE U.S. SOUTH AND BEYOND. 50,000

RVC SEATTLE

3715 S HUDSON ST SUITE 103
SEATTLE,WA98118 		N/A PC COLLECTIVE JUSTICE - SUPPORTING EFFORTS TO ENGAGE IN COLLABORATIVE EFFFORTS TO ADDRESS THE COMPLEX TRAUMA, JUSTICE, AND HEALING NEEDS WITHIN COMMUNITIES AFFECTED BY VIOLENCE AND MASS INCARCERATION THROUGH EVENTS THAT ADVANCE RESTORATIVE JUSTICE APPROACHES. 20,000

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		N/A PC FORMERLY INCARCERATED, CONVICTED PEOPLE AND FAMILIES MOVEMENT - NATIONAL NETWORK OF CIVIL AND HUMAN RIGHTS ORGANIZATIONS WORKING TO END MASS INCARCERATION. 75,000

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		N/A PC FUNDERS FOR JUSTICE - MEMBERSHIP ASSOCIATION OF DONORS COMMITTED TO CRIMINAL LEGAL SYSTEM TRANSFORMATION. 2,500

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		N/A PC NATIONAL ALIANZA FOR OPPORTUNITY - SUPPORTING THE IMPLEMENTATION OF THE ALIANZA'S NEWLY DEVELOPED STRATEGIC PLAN, WHICH STRENGTHENS ITS INFRASTRUCTURE, FUNDRAISING, COMMUNICATIONS, COMMUNITY ENGAGEMENT, AND RESEARCH CAPABILITIES. 10,000

STARTEMPOWERMENT

14205 N MO PAC EXPY STE 570 PMB
307751
AUSTIN,TX78728 		N/A PC TO SUPPORT THE DEVELOPMENT OF A CLIMATE AND ENVIRONMENTAL JUSTICE EDUCATIONAL CURRICULUM TAILORED TO THE LIVED EXPERIENCES OF FRONTLINE YOUTH COMMUNITIES IN TEXAS. 20,000

STATE DEMOCRACY PROJECT

CLASI 77 SANDS ST 6TH FLOOR
BROOKLYN,NY11201 		N/A PC FOR ORGANIZED POWER IN NUMBERS PROJECT'S EFFORTS TO ENGAGE IN KNOWLEGE SHARING AND COLLABORATION TO ADVANCE COMMUNITY-OWNED MICRO-GRID INFRASTRUCTURE PROJECTS. 50,000

TAMIZDAT PROJECT INC

2429 41ST STREET APT 2
ASTORIA,NY11103 		N/A PC TO SUPPORT EDUCATIONAL EXPENSES OF STUDENTS DISPLACED BY WAR OR REPRESSION IN THEIR HOME COUNTRIES THAT ARE PURSUING COLLEGE STUDIES WITHIN THE UNITED STATES. 5,000

TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND

105 W RIVERSIDE DR SUITE 120
AUSTIN,TX78704 		N/A PC TO SUPPORT THE FACILITATION OF THE TEXAS ENVIRONMENTAL JUSTICE, ENERGY, AND DEMOCRACY COALITION. 20,000

TEXAS PRISONS COMMUNITY ADVOCATES INC

PO BOX 1974
FULTON,TX78358 		N/A PC TO SUPPORT TEXAS PRISONS COMMUNITY ADVOCATES' LEARNING AND COLLABORATION WITH HADANOU COLLECTIVE VIA ITS INTENSIVE BOOT CAMP PROGRAM FOR NONPROFIT LEADERS. 25,000

THE GATHERING FOR JUSTICE

121 WEST 36TH STREET SUITE 251
NEW YORK,NY10018 		N/A PC GENERAL OPERATING SUPPORT FOR AN ORGANIZATION WORKING TO CONDUCT INTERSECTIONAL CULTURAL ORGANIZING AND ADVOCACY TOWARD JUSTICE SYSTEM TRANSFORMATION WHILE IT UNDERGOES AN EXECUTIVE LEADERSHIP TRANSITION. 7,500

THE HADANOU COLLECTIVE

3533 N MARION ST
DENVER,CO80205 		N/A PC TO SUPPORT THE FULL COSTS OF TEXAS PRISONS COMMUNITY ADVOCATES' PARTICIPATION IN THE HADANOU COLLECTIVE'S BOOT CAMP PROGRAM. 25,000

THE YEARS PROJECT

612 LORIMER STREET
BROOKLYN,NY11211 		N/A PC TO PRODUCE MULTI-MEDIA DIGITAL COMMUNICATIONS IN COLLABORATION WITH THE BEYOND PETROCHEMICALS CAMPAIGN. 80,000

TIDES ADVOCACY

PO BOX 29229
SAN FRANCISCO,CA94129 		N/A NC RESILIENT DEMOCRACY ACTION FUND - EFFORT TO BUILD THE TECHNOLOGICAL CAPACITY OF CIVIC ENGAGEMENT ORGANIZATIONS. 75,000

TIDES FOUNDATION

1012 TORNEY AVENUE
SAN FRANCISCO,CA941291755 		N/A PC MASS LIBERATION FUND - TRAINING AND SUPPORT TO ORGANIZATIONS WORKING TO ADVANCE DECARCERATION NATIONWIDE. 50,000

TIDES FOUNDATION

1012 TORNEY AVENUE
SAN FRANCISCO,CA941291755 		N/A PC THE MOVEMENT INSTITUTE - A PLATFORM TO SCALE TECHNOLOGICAL AND INTER-ORGANIZATIONAL INFRASTRUCTURE IN SUPPORT OF MOVEMENT GROUPS. 70,000

TIDES FOUNDATION

1012 TORNEY AVENUE
SAN FRANCISCO,CA941291755 		N/A PC THE MOVEMENT INSTITUTE - A PLATFORM TO SCALE TECHNOLOGICAL AND INTER-ORGANIZATIONAL INFRASTRUCTURE IN SUPPORT OF MOVEMENT GROUPS. 25,000

UNIVERSITY OF ORANGE

47 CLEVELAND STREET
ORANGE,NJ07050 		N/A PC TO SUPPORT THE ROOT SHOCK 20 CONVENING OF COMMUNITY MEMBERS, ARTISTS, AND COMMUNITY ORGANIZERS. 2,500

URBAN BUSH WOMEN

138 SOUTH OXFORD STREET 4B
BROOKLYN,NY11217 		N/A PC TO PROMOTE DANCE PROGRAMMING THAT DEEPENS AND EXPANDS COMMUNITY ORGANIZING. 50,000

USCAN (US CLIMATE ACTION NETWORK)

C/O METRO OFFICES METRO CENTER 700
12TH STREET NW SUITE 700
WASHINGTON,DC20005 		N/A PC TO SUPPORT CLIMATE AND ENVIRONMENTAL ORGANIZATIONS ENGAGED IN LOCAL, NATIONAL, AND GLOBAL CLIMATE POLICY ADVOCACY TOWARD A JUST TRANSITION AND RELATED CIVIC ENGAGEMENT. 75,000

USCAN (US CLIMATE ACTION NETWORK)

C/O METRO OFFICES METRO CENTER 700
12TH STREET NW SUITE 700
WASHINGTON,DC20005 		N/A PC TO SUPPORT CLIMATE AND ENVIRONMENTAL ORGANIZATIONS ENGAGED IN LOCAL, NATIONAL, AND GLOBAL CLIMATE POLICY ADVOCACY TOWARD A JUST TRANSITION AND RELATED CIVIC ENGAGEMENT. 20,000

WAYFARER FOUNDATION

350 LINDEN AVE
WILMETTE,IL60091 		N/A PF TO SUPPORT TRAVEL EXPENSES FOR A CONVENING OF NONPROFIT LEADERS CENTERING CEREMONY, COMMUNITY, AND CAPACITY BUILDING. 5,000

WINDWARD FUND

1828 L STREET NW SUITE 300-A
WASHINGTON,DC20036 		N/A PC HIVE FUND FOR CLIMATE AND GENDER JUSTICE - INVESTS IN THE EXPERTISE AND LONG-TERM SUCCESS OF ORGANIZATIONS BUILDING POWER TO ADDRESS INTERSECTING CLIMATE, GENDER, AND RACIAL JUSTICE CRISES. 80,000
Total .................................right arrow 3a 3,279,650
bApproved for future payment

ACTION FOR SAFETY AND JUSTICE
1787 TRIBUTE RD SUITE K
SACRAMENTO,CA95815 		N/A NC TO EDUCATE THE PUBLIC ON PUBLIC SAFETY SOLUTIONS FOR REDUCING MASS CRIMINALIZATION AND INCARCERATION. 100,000

BROOKLYN ARTS EXCHANGE
421 5TH AVE
BROOKLYN,NY11215 		N/A PC TO EXPAND AND REPLICATE THE EMERGENYC INCUBATOR AND SUPPORT NETWORK FOR EMERGING ARTIST-ACTIVISTS. 50,000

BUSINESS CAPACITY DEVELOPMENT ALLIANCE
147 PRINCE STREET
BROOKLYN,NY11201 		N/A PC FOR CANARY IMPACT PARTICIPATORY GRANTMAKING COMMITTEE. 50,000

BUSINESS CAPACITY DEVELOPMENT ALLIANCE
147 PRINCE STREET
BROOKLYN,NY11201 		N/A PC FOR CANARY IMPACT PARTICIPATORY GRANTMAKING COMMITTEE. 50,000

BUSINESS CAPACITY DEVELOPMENT ALLIANCE
147 PRINCE STREET
BROOKLYN,NY11201 		N/A PC FOR CANARY IMPACT PARTICIPATORY GRANTMAKING COMMITTEE. 50,000

BUSINESS CAPACITY DEVELOPMENT ALLIANCE
147 PRINCE STREET
BROOKLYN,NY11201 		N/A PC FOR CANARY IMPACT PARTICIPATORY GRANTMAKING COMMITTEE. 50,000

CENTER FOR ARTISTIC ACTIVISM
86 CHURCH STREET - 500
LEEDS,NY12451 		N/A PC UNSTOPPABLE VOTERS A TRAINING AND MENTORING PROGRAM THAT EDUCATES ARTISTS AND ACTIVISTS ON RESEARCH-BASED TOOLS TO DESIGN AND IMPLEMENT EFFECTIVE CIVIC ENGAGEMENT CREATIVE CAMPAIGNS. 50,000

CLIMATE EMERGENCY ADVOCATES
529 MAIN STREET SUITE 200
CHARLESTOWN,MA02129 		N/A NC TO SUPPORT STRATEGIC COMMUNICATIONS AND DIGITAL MEDIA CAMPAIGNS TO ADVANCE CLIMATE ADVOCACY FOR RENEWABLE ENERGY SOLUTIONS. 50,000

COMMON DEFENSE EDUCATION FUND
251 W 30TH STREET 5TH FLOOR
NEW YORK,NY10001 		N/A PC VETERANS FOR CLIMATE JUSTICE A NATIONAL CAMPAIGN OF U.S. MILITARY VETERANS WORKING TO RAISE PUBLIC AWARENESS OF THE CLIMATE CRISIS AND BUILD PUBLIC SUPPORT FOR CLEAN RENEWABLE ENERGY. 25,000

CROATAN INSTITUTE
PO BOX 2044
DURHAM,NC27702 		N/A PC FOR RURAL BEACON INITIATIVE'S FREE UNION FARM REGENERATIVE SUSTAINABILITY HUB AND SEED SANCTUARY PROJECT. 50,000

CROATAN INSTITUTE
PO BOX 2044
DURHAM,NC27702 		N/A PC FOR RURAL BEACON INITIATIVE'S FREE UNION FARM REGENERATIVE SUSTAINABILITY HUB AND SEED SANCTUARY PROJECT. 50,000

CROATAN INSTITUTE
PO BOX 2044
DURHAM,NC27702 		N/A PC FOR RURAL BEACON INITIATIVE'S FREE UNION FARM REGENERATIVE SUSTAINABILITY HUB AND SEED SANCTUARY PROJECT. 50,000

FORMERLY INCARCERATED CONVICTED PEOPLE AND FAMILIES MOVEMENT INC
6526 OLD BRICK RD SUITE 120-165
WINDERMERE,FL34786 		N/A PC SUPPORTING A NATIONAL NETWORK OF CIVIL AND HUMAN RIGHTS ORGANIZATIONS WORKING TO END MASS INCARCERATION. 75,000

GLOBAL IMPACT
1199 NORTH FAIRFAX STREET SUITE
3000
ALEXANDRIA,VA22314 		N/A PC GALAXY GIVES' GALAXY LEADER FELLOWSHIP PROJECT - SUPPORT FOR DIRECTLY-IMPACTED, VISIONARY LEADERS WORKING TO END MASS INCARCERATION IN THE UNITED STATES. 75,000

GRANTMAKERS IN THE ARTS
522 COURTLANDT AVENUE
BRONX,NY104515008 		N/A PC TO PROVIDE OPERATING SUPPORT FOR NETWORK OF DONORS COMMITTED TO EFFECTIVE ARTS PHILANTHROPY. 5,000

GRANTMAKERS IN THE ARTS
522 COURTLANDT AVENUE
BRONX,NY104515008 		N/A PC TO PROVIDE OPERATING SUPPORT FOR NETWORK OF DONORS COMMITTED TO EFFECTIVE ARTS PHILANTHROPY. 5,000

LUCHA
5716 N 19TH AVENUE
PHOENIX,AZ85015 		N/A NC TO EDUCATE COMMUNITIES IN ARIZONA ABOUT LOCAL ECONOMIC AND SOCIAL ISSUES. 50,000

NEW LEFT ACCELERATOR
850 LAUREL ST
ALAMEDA,CA94501 		N/A NC EMPOWER & PROTECT ARIZONA -- AN EQUITY-INFORMED CAPACITY-BUILDING PROGRAM PROVIDING TECHNICAL ASSISTANCE TO ARIZONA-BASED ORGANIZATIONS ENGAGED IN POWER-BUILDING WORK. 50,000

NEXTGEN EDUCATION FUND
548 MARKET STREET 98097
SAN FRANCISCO,CA94104 		N/A PC TO EDUCATE, EMPOWER, AND ENCOURAGE CIVIC ENGAGEMENT AND COMMUNITY LEADERSHIP AMONG YOUNG ADULTS AND CULTIVATE YOUTH ORGANIZING IN SUPPORT OF CLIMATE JUSTICE. 50,000

PODER
PO BOX 23406 4415 N MARYVALE PKWY
PHOENIX,AZ85063 		N/A NC TO EDUCATE ARIZONA COMMUNITIES ABOUT CIVIC ENGAGEMENT AND OPPORTUNITIES TO ADVANCE THEIR HEALTH AND SAFETY AT THE LOCAL AND STATE LEVEL. 50,000

PROGRESSIVE MULTIPLIER ACTION FUND
2733 WOODLEY PLACE NW
WASHINGTON,DC20008 		N/A NC TO SUPPORT NONPROFIT VOTER ENGAGEMENT AND CLIMATE JUSTICE GROUPS IN THE IMPLEMENTATION OF INDEPENDENT, SCALABLE REVENUE GENERATION TECHNIQUES. 75,000

RESTOREHER
211 GREEN VALLEY RD
FAYETTEVILLE,GA30214 		N/A PC NATIONAL NETWORK ADVOCATING FOR IMPROVED CONDITIONS OF CONFINEMENT AND JUSTICE SYSTEM TRANSFORMATION IN THE U.S. SOUTH AND BEYOND. 50,000

RESTOREHER
211 GREEN VALLEY RD
FAYETTEVILLE,GA30214 		N/A PC NATIONAL NETWORK ADVOCATING FOR IMPROVED CONDITIONS OF CONFINEMENT AND JUSTICE SYSTEM TRANSFORMATION IN THE U.S. SOUTH AND BEYOND. 50,000

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		N/A PC FUNDERS FOR JUSTICE - MEMBERSHIP ASSOCIATION OF DONORS COMMITTED TO CRIMINAL LEGAL SYSTEM TRANSFORMATION. 2,500

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		N/A PC FUNDERS FOR JUSTICE - MEMBERSHIP ASSOCIATION OF DONORS COMMITTED TO CRIMINAL LEGAL SYSTEM TRANSFORMATION. 2,500

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		N/A PC MASS LIBERATION FUND - TRAINING AND SUPPORT TO ORGANIZATIONS WORKING TO ADVANCE DECARCERATION NATIONWIDE. 50,000

TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND
105 W RIVERSIDE DR SUITE 120
AUSTIN,TX78704 		N/A PC TO SUPPORT THE FACILITATION OF THE TEXAS ENVIRONMENTAL JUSTICE, ENERGY, AND DEMOCRACY COALITION. 20,000

TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND
105 W RIVERSIDE DR SUITE 120
AUSTIN,TX78704 		N/A PC TO SUPPORT THE FACILITATION OF THE TEXAS ENVIRONMENTAL JUSTICE, ENERGY, AND DEMOCRACY COALITION. 20,000

TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND
105 W RIVERSIDE DR SUITE 120
AUSTIN,TX78704 		N/A PC TO SUPPORT THE FACILITATION OF THE TEXAS ENVIRONMENTAL JUSTICE, ENERGY, AND DEMOCRACY COALITION. 20,000

TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND
105 W RIVERSIDE DR SUITE 120
AUSTIN,TX78704 		N/A PC TO SUPPORT THE FACILITATION OF THE TEXAS ENVIRONMENTAL JUSTICE, ENERGY, AND DEMOCRACY COALITION. 20,000

URBAN BUSH WOMEN
138 SOUTH OXFORD STREET 4B
BROOKLYN,NY11217 		N/A PC TO PROMOTE DANCE PROGRAMMING THAT DEEPENS AND EXPANDS COMMUNITY ORGANIZING. 50,000

USCAN (US CLIMATE ACTION NETWORK)
C/O METRO OFFICES METRO CENTER 700
12TH STREET NW SUITE 700
WASHINGTON,DC20005 		N/A PC TO SUPPORT CLIMATE AND ENVIRONMENTAL ORGANIZATIONS ENGAGED IN LOCAL, NATIONAL, AND GLOBAL CLIMATE POLICY ADVOCACY TOWARD A JUST TRANSITION AND RELATED CIVIC ENGAGEMENT. 75,000

USCAN (US CLIMATE ACTION NETWORK)
C/O METRO OFFICES METRO CENTER 700
12TH STREET NW SUITE 700
WASHINGTON,DC20005 		N/A PC TO SUPPORT CLIMATE AND ENVIRONMENTAL ORGANIZATIONS ENGAGED IN LOCAL, NATIONAL, AND GLOBAL CLIMATE POLICY ADVOCACY TOWARD A JUST TRANSITION AND RELATED CIVIC ENGAGEMENT. 75,000
Total ................................. right arrow 3b 1,495,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 140,573  
4 Dividends and interest from securities ....     14 1,216,589  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 42,103  
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 86 18 2,940,686  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aORDINARY INCOME THROUGH K-1S 		901101 -5,121 14 5,121  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -5,035 4,345,072 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,340,037
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
Yes
 
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
1a(1) 100,000 ACTION FOR SAFETY AND JUSTICE GRANT PAYMENT TO EDUCATE THE PUBLIC ON PUBLIC SAFETY SOLUTIONS FOR REDUCING MASS CRIMINALIZATION AND INCARCERATION.
1a(1) 100,000 CLIMATE EMERGENCY ADVOCATES GRANT PAYMENT TO SUPPORT STRATEGIC COMMUNICATIONS AND DIGITAL MEDIA CAMPAIGNS TO ADVANCE CLIMATE ADVOCACY FOR RENEWABLE ENERGY SOLUTIONS.
1a(1) 100,000 LEAGUE OF CONSERVATION VOTERS GRANT PAYMENT FOR THE CHISPA PROGRAM'S EFFORTS TO ADVANCE CLIMATE SOLUTIONS AND ENVIRONMENTAL JUSTICE.
1a(1) 50,000 LUCHA GRANT PAYMENT TO EDUCATE COMMUNITIES IN ARIZONA ABOUT LOCAL ECONOMIC AND SOCIAL ISSUES.
1a(1) 100,000 MICHIGAN CIVIC ACTION FUND GRANT PAYMENT TO PROVIDE EDUCATION ABOUT CIVIC ENGAGEMENT OPPORTUNITIES AND PUBLIC POLICY ISSUES IN MICHIGAN, AND PROVIDE TECHNICAL ASSISTANCE INFRASTRUCTURE FOR STATE-BASED MOVEMENT PARTNER ORGANIZATIONS.
1a(1) 50,000 NEW LEFT ACCELERATOR GRANT PAYMENT TO EMPOWER & PROTECT ARIZONA - AN EQUITY-INFORMED CAPACITY-BUILDING PROGRAM PROVIDING TECHNICAL ASSISTANCE TO ARIZONA-BASED ORGANIZATIONS ENGAGED IN POWER-BUILDING WORK.
1a(1) 50,000 ONE FOR DEMOCRACY GRANT PAYMENT TO STRENGTHEN THE INFRASTRUCTURE NEEDED FOR DEMOCRACY, AND ULTIMATELY COMMUNITIES, TO THRIVE.
1a(1) 68,000 PODER GRANT PAYMENT TO EDUCATE ARIZONA COMMUNITIES ABOUT CIVIC ENGAGEMENT AND OPPORTUNITIES TO ADVANCE THEIR HEALTH AND SAFETY AT THE LOCAL AND STATE LEVEL.
1a(1) 75,000 PROGRESSIVE MULTIPLIER ACTION FUND GRANT PAYMENT TO SUPPORT NONPROFIT VOTER ENGAGEMENT AND CLIMATE JUSTICE GROUPS IN THE IMPLEMENTATION OF INDEPENDENT, SCALABLE REVENUE GENERATION TECHNIQUES.
1a(1) 75,000 TIDES ADVOCACY GRANT PAYMENT TO SUPPORT RESILIENT DEMOCRACY ACTION FUND - EFFORT TO BUILD THE TECHNOLOGICAL CAPACITY OF CIVIC ENGAGEMENT ORGANIZATIONS.
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE DAVID ROCKEFELLER FUND INC
 
Employer identification number

13-3533359
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE DAVID ROCKEFELLER FUND INC
  		Employer identification number
13-3533359
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MICHAEL QUATTRONE
475 RIVERSIDE DRIVE SUITE 900
 
NEW YORK, NY10115

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE DAVID ROCKEFELLER FUND INC
  		Employer identification number

13-3533359
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE DAVID ROCKEFELLER FUND INC
  		Employer identification number

13-3533359
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT AND TAX SERVICES 36,967 17,210   12,976

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
ONE FOR DEMOCRACY
  		107 GRAND STREET 7TH FLOOR
NEW YORK,NY10013 		2021-06-22 200,000 TO STRENGTHEN THE INFRASTRUCTURE NEEDED FOR DEMOCRACY, AND ULTIMATELY COMMUNITIES, TO THRIVE. 200,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 2/28/22, 2/24/23, 2/26/24 & 2/25/25    
CLIMATE EQUITY ACTION FUND
  		1100 13TH STREET NW SUITE 800
WASHINGTON,DC20005 		2023-06-21 130,000 TO STRENGTHEN ORGANIZATIONAL INFRASTRUCTURE IN THE MIDST OF AN ONGOING TRANSITION TO AN INDEPENDENT ENTITY DEDICATED TO BUILDING LONG-TERM POWER TO ENSURE AN EQUITABLE CLEAN ENERGY FUTURE. 130,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 2/28/24 & 2/28/25    
CLIMATE EMERGENCY ADVOCATES
  		529 MAIN STREET SUITE 200
CHARLESTOWN,MA02129 		2023-11-10 230,000 TO SUPPORT STRATEGIC COMMUNICATIONS AND DIGITAL MEDIA CAMPAIGNS TO ADVANCE CLIMATE ADVOCACY FOR RENEWABLE ENERGY SOLUTIONS. 230,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 8/21/24 & 8/28/25    
COMMISSION SHIFT ACTION
  		212 FLORES AVENUE
LAREDO,TX78040 		2023-12-14 25,000 TO SUPPORT EDUCATION AND RESEARCH ON OIL AND GAS REGULATORY COMPLIANCE AIMED AT ENSURING THE RAILROAD COMMISSION OF TEXAS IS RESPONSIVE TO ITS MANDATE IN A CHANGING ENERGY LANDSCAPE. 25,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 2/28/24 & 3/6/25    
GAMALIEL FAITH AND DEMOCRACY CAMPAIGN
  		5401 S CORNELL AVENUE SUITE 301
CHICAGO,IL60615 		2023-06-21 55,000 TO SCALE THE TRANSFORMATIONAL JUSTICE IN ACTION CAMPAIGN'S IN-PRISON OUTREACH PROGRAM. 55,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 3/5/24 & 2/28/25    
LEAGUE OF CONSERVATION VOTERS
  		740 15TH ST NW 7TH FLOOR
WASHINGTON,DC20005 		2023-06-21 105,000 TO SUPPORT THE CHISPA PROGRAM'S EFFORTS TO ADVANCE CLIMATE SOLUTIONS AND ENVIRONMENTAL JUSTICE. 105,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 3/7/24 & 2/28/25    
LUCHA
  		5716 N 19TH AVENUE
PHOENIX,AZ85015 		2023-11-10 155,000 TO EDUCATE COMMUNITIES IN ARIZONA ABOUT LOCAL ECONOMIC AND SOCIAL ISSUES. 105,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 2/29/24 & 3/3/25    
MICHIGAN CIVIC ACTION FUND
  		28342 DARTMOUTH STREET
MADISON HEIGHTS,MI48071 		2023-11-10 255,000 TO PROVIDE EDUCATION ABOUT CIVIC ENGAGEMENT OPPORTUNITIES AND PUBLIC POLICY ISSUES IN MICHIGAN, AND PROVIDE TECHNICAL ASSISTANCE INFRASTRUCTURE FOR STATE-BASED MOVEMENT PARTNER ORGANIZATIONS. 255,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 2/28/24 & 2/27/25    
NEW LEFT ACCELERATOR
  		850 LAUREL ST
ALAMEDA,CA94501 		2023-11-10 135,000 EMPOWER & PROTECT ARIZONA - AN EQUITY-INFORMED CAPACITY-BUILDING PROGRAM PROVIDING TECHNICAL ASSISTANCE TO ARIZONA-BASED ORGANIZATIONS ENGAGED IN POWER-BUILDING WORK. 52,188 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 2/29/24 & 2/28/25    
PODER
  		PO BOX XXX-XX-XXXX N MARYVALE PKWY
PHOENIX,AZ85063 		2023-11-10 180,000 TO EDUCATE ARIZONA COMMUNITIES ABOUT CIVIC ENGAGEMENT AND OPPORTUNITIES TO ADVANCE THEIR HEALTH AND SAFETY AT THE LOCAL AND STATE LEVEL. 130,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 3/4/24 & 3/4/25    
TIDES ADVOCACY
  		PO BOX 29229
SAN FRANCISCO,CA94129 		2023-07-19 80,000 RESILIENT DEMOCRACY ACTION FUND - EFFORT TO BUILD THE TECHNOLOGICAL CAPACITY OF CIVIC ENGAGEMENT ORGANIZATIONS. 80,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 3/26/24 & 2/28/25    
ACTION FOR SAFETY AND JUSTICE
  		1787 TRIBUTE RD SUITE K
SACRAMENTO,CA95815 		2024-06-18 200,000 TO EDUCATE THE PUBLIC ON PUBLIC SAFETY SOLUTIONS FOR REDUCING MASS CRIMINALIZATION AND INCARCERATION. 102,527 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 4/28/25    
LEAGUE OF CONSERVATION VOTERS
  		740 15TH ST NW 7TH FLOOR
WASHINGTON,DC20005 		2024-04-30 100,000 TO SUPPORT THE CHISPA PROGRAM'S EFFORTS TO ADVANCE CLIMATE SOLUTIONS AND ENVIRONMENTAL JUSTICE. 100,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 2/28/25    
MICHIGAN CIVIC ACTION FUND
  		28342 DARTMOUTH STREET
MADISON HEIGHTS,MI48071 		2024-04-26 100,000 TO PROVIDE EDUCATION ABOUT CIVIC ENGAGEMENT OPPORTUNITIES AND PUBLIC POLICY ISSUES IN MICHIGAN, AND PROVIDE TECHNICAL ASSISTANCE INFRASTRUCTURE FOR STATE-BASED MOVEMENT PARTNER ORGANIZATIONS. 100,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 2/27/25    
PODER
  		PO BOX 23406 4415 N MARYVALE PKWY
PHOENIX,AZ85063 		2024-10-30 18,000 TO EDUCATE ARIZONA COMMUNITIES ABOUT CIVIC ENGAGEMENT AND OPPORTUNITIES TO ADVANCE THEIR HEALTH AND SAFETY AT THE LOCAL AND STATE LEVEL. 18,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 3/4/25    
PROGRESSIVE MULTIPLIER ACTION FUND
  		2733 WOODLEY PLACE NW
WASHINGTON,DC20008 		2024-04-26 150,000 TO SUPPORT NONPROFIT VOTER ENGAGEMENT AND CLIMATE JUSTICE GROUPS IN THE IMPLEMENTATION OF INDEPENDENT, SCALABLE REVENUE GENERATION TECHNIQUES. 92,850 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 10/6/25    
TIDES ADVOCACY
  		PO BOX 29229
SAN FRANCISCO,CA94129 		2024-04-26 75,000 RESILIENT DEMOCRACY ACTION FUND - EFFORT TO BUILD THE TECHNOLOGICAL CAPACITY OF CIVIC ENGAGEMENT ORGANIZATIONS. 75,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 2/28/25    
WAYFARER FOUNDATION
  		350 LINDEN AVE
WILMETTE,IL60091 		2024-12-09 5,000 TO SUPPORT TRAVEL EXPENSES FOR A CONVENING OF NONPROFIT LEADERS CENTERING CEREMONY, COMMUNITY, AND CAPACITY BUILDING. 5,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 2/28/25    
CLIMATE EMERGENCY ADVOCATES
  		529 MAIN STREET SUITE 200
CHARLESTOWN,MA02129 		2024-11-27 25,000 TO SUPPORT STRATEGIC COMMUNICATIONS AND DIGITAL MEDIA CAMPAIGNS TO ADVANCE CLIMATE ADVOCACY FOR RENEWABLE ENERGY SOLUTIONS. 25,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. 8/28/25    

TY 2024 GeneralExplanationAttachment
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Identifier Return Reference Explanation
REGARDING GRANT PROGRAMS 990-PF, PART XIV, LINE 2 THE DAVID ROCKEFELLER FUND CURRENTLY HAS THREE PRIMARY PROGRAM AREAS: ARTS, CLIMATE, AND JUSTICE.THE ARTS PROGRAM FOCUSES ON CULTIVATING, SHOWCASING, AND DISSEMINATING THE STORIES OF INNOVATIVE ART FOR SOCIAL CHANGE; CLIMATE SUPPORTS AND SUSTAINS BOLD, SCIENCE-BASED U.S. LEADERSHIP ON CLIMATE SOLUTIONS; AND JUSTICE SUPPORTS BOLD NEW IDEAS AND POLICY INITIATIVES FOR TRANSFORMING U.S. DETENTION AND INCARCERATION POLICY. IN ADDITION TO THE PROGRAM AREAS OUTLINED ABOVE, THE FUND SUPPORTED A NUMBER OF CHARITABLE INITIATIVES DESIGNED TO ENCOURAGE TRUSTEES' INDIVIDUAL CHARITABLE GIVING.

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON.COM, INC. 3.15% DUE 08/22/27 CALL @ 100 05/21/27 9,655 9,655
AMAZON.COM, INC. 4.60% DUE 12/01/25 CALL @ 100 06/01/23 23,030 23,030
AT&T INC. 1.65% DUE 02/01/28 CALL @ 100 11/30/27 52,738 52,738
AT&T INC. 4.35% DUE 03/01/29 CALL @ 100 12/01/28 23,493 23,493
BANK OF AMERICA CORP 4.244% DUE 04/24/2038 CALL @ 100 04/24/2037 15,133 15,133
BANK OF AMERICA CORPORATION VAR% DUE 11/10/28 CALL @ 100 11/09/27 48,663 48,663
CISCO SYSTEMS, INC. 5.05% DUE 02/26/34 CALL @ 100 11/26/33 8,977 8,977
CITIGROUP INC. VAR% DUE 01/25/26 CALL @ 100 01/25/25 49,889 49,889
CITIGROUP INC. VAR% DUE 05/01/32 CALL @ 100 05/01/31 16,943 16,943
CVS HEALTH CORP 3.25% DUE 08/15/2029 CALL @ 100 05/15/2029 15,481 15,481
FIFTH THIRD BANCORP VAR% DUE 10/27/28 CALL @ 100 10/26/27 7,239 7,239
FIFTH THIRD BANCORP VAR% DUE 11/01/27 CALL @ 100 11/01/26 25,495 25,495
GENERAL MOTORS COMPANY 4.20% DUE 10/01/27 CALL @ 100 02/07/25 50,027 50,027
GENERAL MOTORS FINANCIAL COMPANY, INC. 5.60% DUE 06/18/31 11,053 11,053
HOME DEPOT INC 4.875% DUE 06/25/2027 CALL @ 100 05/25/27 16,154 16,154
HOME DEPOT INC 5.875% DUE 12/16/2036 23,157 23,157
INTERNATIONAL BUSINESS MACHINES CORP 3.45% DUE 02/19/26 CALL @ 100 08/19/23 44,399 44,399
JPMORGAN CHASE & CO. VAR% DUE 07/25/33 CALL @ 100 07/24/32 15,639 15,639
JPMORGAN CHASE & CO. VAR% DUE 10/22/27 CALL @ 100 10/21/26 49,115 49,115
MORGAN STANLEY VAR% DUE 01/21/33 CALL @ 100 01/21/32 16,292 16,292
MORGAN STANLEY VAR% DUE 04/28/26 CALL @ 100 04/28/25 49,554 49,554
ORACLE CORPORATION 2.65% DUE 07/15/26 CALL @ 100 04/14/26 49,459 49,459
PFIZER INVESTMENT ENTERPRISES 4.45% DUE 05/19/26 CALL @ 100 04/19/2026 23,966 23,966
PFIZER INVESTMENT ENTERPRISES 4.75% DUE 05/19/33 CALL @ 100 02/19/2033 2,906 2,906
SIMON PROPERTY GROUP LP 3.375% DUE 06/15/2027 CALL @ 100 03/15/2027 15,559 15,559
THE GOLDMAN SACHS GROUP, INC. VAR% DUE 04/22/32 CALL @ 100 04/21/31 16,199 16,199
THE GOLDMAN SACHS GROUP, INC. VAR% DUE 10/21/27 CALL @ 100 10/20/26 37,950 37,950
THE KROGER CO 3.50% DUE 02/01/26 CALL @ 100 07/15/23 52,317 52,317
THE PNC FINANCIAL SERVICES GROUP, INC. 5.582% DUE 06/12/29 7,122 7,122
THE PNC FINANCIAL SERVICES GROUP, INC. VAR% DUE 01/26/27 CALL @ 100 01/26/26 45,935 45,935
THE TORONTO-DOMINION BANK 5.264% DUE 12/11/26 CALL @ 100 12/11/24 24,252 24,252
TRUIST FINANCIAL CORPORATION 6.047R% DUE 06/08/27 CALL @ 100 06/07/26 7,116 7,116
TRUIST FINANCIAL CORPORATION VAR% DUE 06/06/28 CALL @ 100 06/06/27 50,066 50,066
TWDC ENTERPRISES 18 CORP. 1.85% DUE 07/30/26 CALL @ 100 01/12/23 49,922 49,922
U.S. BANCORP VAR% DUE 01/27/33 CALL @ 100 01/27/32 8,442 8,442
VERIZON COMMUNICATIONS INC. 2.10% DUE 03/22/28 CALL @ 100 03/22/25 50,591 50,591
VERIZON COMMUNICATIONS INC. 2.65% DUE 11/20/40 CALL @ 100 05/20/40 20,537 20,537
VICI PROPERTIES L.P. 4.95% DUE 02/15/30 CALL @ 100 04/29/25 6,864 6,864
WELLS FARGO & COMPANY VAR% DUE 04/24/34 CALL @ 100 04/23/33 11,869 11,869

TY 2024 InvestmentsCorpStockSchedule
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO. 27,496 27,496
ABBOTT LABORATORIES 67,527 67,527
ABBVIE INC. 97,913 97,913
ABFSAMBEV SA - ADR 5,459 5,459
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 1,387,872 1,387,872
ACCENTURE PLC 72,469 72,469
ADIDAS AG - SPONSORED ADR 41,767 41,767
ADOBE INC 53,362 53,362
ADVANCED MICRO DEVICES INC. 100,497 100,497
ADVANTEST CORPORATION - ADR 36,808 36,808
AES CORPORATION 2,716 2,716
AGEAS - SPONSORED ADR 16,476 16,476
AGILENT TECHNOLOGIES, INC. 22,703 22,703
AIA GROUP LTD. SPON ADR 26,255 26,255
AIR LIQUIDE - UNSPON ADR 16,093 16,093
AIR PRODUCTS AND CHEMICALS, INC. 4,061 4,061
AIRBNB INC - CLASS A 9,592 9,592
AKAMAI TECHNOLOGIES, INC. 5,451 5,451
AKZO NOBEL N.V. - SPON ADR 25,515 25,515
ALBEMARLE CORPORATION 7,488 7,488
ALCOA CORP 4,193 4,193
ALIBABA GROUP HOLDING LTD. 93,268 93,268
ALLSTATE CORPORATION 9,446 9,446
ALPHABET INC. - CLASS A 777,077 777,077
ALPHABET INC. - CLASS C 416,492 416,492
AMAZON.COM INC 1,008,097 1,008,097
AMERICAN EXPRESS CO. 58,764 58,764
AMERICAN INTERNATIONAL GROUP 8,736 8,736
AMERICAN WATER WORKS CO., INC. 22,782 22,782
AMERIPRISE FINANCIAL, INC. 15,973 15,973
AMGEN INC. 46,394 46,394
AMPHENOL CORP CLASS A 29,100 29,100
ANALOG DEVICES, INC. 36,543 36,543
ANGLO AMERICAN PLATINUM LTD - SPON ADR 6,513 6,513
ANHEUSER-BUSCH INBEV SPONS ADR 25,185 25,185
AON PLC 25,141 25,141
APOLLO GLOBAL MANAGEMENT INC. 15,195 15,195
APPLE INC. 1,323,470 1,323,470
APPLIED MATERIALS INC 47,976 47,976
APTIV HOLDINGS LTD. 10,161 10,161
ARCHER DANIELS MIDLAND CO. 9,649 9,649
ARISTA NETWORKS, INC. 50,844 50,844
ASE TECHNOLOGY HOLDING - ADR 39,948 39,948
ASSOCIATED BRITISH FOODS PLC - ADR 7,146 7,146
ASTRAZENECA GROUP PLC - SPONS ADR 75,020 75,020
AT&T INC 56,492 56,492
ATLAS COPCO AB-SPONSORED ADR A 80,870 80,870
ATLASSIAN CORPORATION CLASS A 7,301 7,301
ATMOS ENERGY CORPORATION 8,078 8,078
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED SPONSORED ADR 54,458 54,458
AUTODESK, INC. 25,419 25,419
AUTOZONE INC. 35,222 35,222
AVERY DENNISON CORP. 13,099 13,099
AVIVA PLC 16,706 16,706
AXA SA - SPONSORED ADR 49,705 49,705
BAKER HUGHES CO. 13,414 13,414
BALL CORPORATION 16,870 16,870
BANCO BILBAO VIZCAYA ARGENTARIA S.A. ADR 39,541 39,541
BANCO DO BRASIL S.A.- SPONSORED ADR 8,687 8,687
BANCO SANTANDER, S.A. 49,066 49,066
BANCOLOMBIA S.A. SPONSORED ADR 15,251 15,251
BANK OF AMERICA CORPORATION 89,658 89,658
BANK OF NEW YORK MELLON CORPORATION 18,670 18,670
BARCLAYS PLC-SPONS ADR 34,886 34,886
BAXTER INT'L INC. 6,182 6,182
BAYER AG SPONSORED ADR 11,902 11,902
BAYERISCHE MOTOREN WERKE AG 66,582 66,582
BECTON DICKINSON & CO. 22,006 22,006
BEIGENE, LTD. - ADR 9,605 9,605
BEST BUY CO., INC. 5,663 5,663
BIOGEN IDEC INC. 8,564 8,564
BLACKSTONE INC 24,484 24,484
BLOCK INC 14,108 14,108
BNP PARIBAS - ADR 62,229 62,229
BOC HONG KONG HOLDINGS - SPONSORED ADR 17,619 17,619
BOEING CO. 43,188 43,188
BOOKING HOLDINGS INC 49,684 49,684
BOSTON SCIENTIFIC CO. 43,588 43,588
BRISTOL MYERS SQUIBB CO. 35,859 35,859
BROADCOM INC. 293,509 293,509
BROADRIDGE FINANCIAL SOLUTIONS LLC 12,209 12,209
BROWN-FORMAN CORPORATION - CL B 19,180 19,180
BUNGE GLOBAL SA 5,288 5,288
BURBERRY GROUP PLC SPON ADR 8,661 8,661
CADENCE DESIGN SYSTEMS, INC. 23,436 23,436
CANADIAN PACIFIC KANSAS CITY LIMITED 87,785 87,785
CANON INC. - SPONSORED ADR 53,421 53,421
CAPITAL ONE FINANCIAL CORP. 19,437 19,437
CARDINAL HEALTH, INC. 11,827 11,827
CARLSBERG A/S - SPONSORED ADR 11,099 11,099
CARREFOUR SA - SPONSORED ADR 10,041 10,041
CATERPILLAR INC. 67,111 67,111
CBOE GLOBAL MARKETS INC 12,506 12,506
CDW CORPORATION OF DELAWARE 5,047 5,047
CELANESE CORP SER - A 9,274 9,274
CEMEX S.A. DE C.V. SPONS ADR 8,719 8,719
CEMIG SA -SPONSORED ADR 9,347 9,347
CENSORA INC 13,031 13,031
CENTENE CORPORATION 4,725 4,725
CENTERPOINT ENERGY INC. 12,978 12,978
CHARTER COMMUNICATIONS INC. CLASS A SHARES 12,682 12,682
CHENIERE ENERGY, INC. 7,306 7,306
CHIPOTLE MEXICAN GRILL 20,562 20,562
CHUBB LIMITED 46,971 46,971
CHUNGHWA TELECOM LTD ADR 47,138 47,138
CHURCH & DWIGHT CO., INC. 11,728 11,728
CIGNA CORPORATION 27,890 27,890
CISCO SYSTEMS, INC. 219,336 219,336
CMS ENERGY CORPORATION 9,664 9,664
COCA COLA COMPANY 91,896 91,896
COCA-COLA EUROPACIFIC PARTNERS PLC 15,055 15,055
COCA-COLA FEMSA, S.A. DE C.V. - SP ADR 6,621 6,621
COLGATE-PALMOLIVE 29,728 29,728
COLOPLAST A/S - UNSPONSORED ADR 10,806 10,806
COMCAST CORPORATION - CL A 13,023 13,023
COMMONWEALTH BANK OF AUSTRALIA UNSPONSORED ADR 135,933 135,933
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO - ADR 8,569 8,569
COMPASS GROUP PLC - SPONSORED ADR 34,497 34,497
CONSOLIDATED EDISON 41,670 41,670
CONSTELLATION BRANDS, INC. 8,619 8,619
CONSTELLATION ENERGY CORPORATION 70,692 70,692
CONTINENTAL AG - SPON ADR 22,705 22,705
CORTEVA INC. 13,101 13,101
COSTCO WHOLESALE CORPORATION 142,022 142,022
COVESTRO AG - ADR 21,112 21,112
CROWDSTRIKE HOLDINGS INC 15,739 15,739
CSL LIMITED - SPONSORED ADR 63,481 63,481
CSX CORPORATION 43,177 43,177
CUMMINS ENGINE INC. 27,191 27,191
CVS HEALTH CORPORATION 15,307 15,307
DAIICHI SANKYO COMPANY LTD 22,050 22,050
DANAHER CORPORATION 21,578 21,578
DANONE S.A. SPONSORED ADR 25,427 25,427
DANSKE BANK A/S - SPONSORED ADR 15,112 15,112
DASSAULT SYSTEMS S.A.- ADR 35,404 35,404
DBS GROUP HOLDINGS - SPON ADR 73,879 73,879
DEERE & COMPANY 45,760 45,760
DEUTSCHE POST AG SPONSORED ADR 27,222 27,222
DEUTSCHE TELEKOM AG-SPON ADR 52,924 52,924
DNB ASA 25,193 25,193
DOLLAR GENERAL CORP. 8,795 8,795
DOLLAR TREE, INC. 6,295 6,295
DOMINION ENERGY INC 49,928 49,928
DOMINO'S PIZZA, INC. 7,975 7,975
DOVER CORP. 7,129 7,129
DOW INC. 9,631 9,631
DR. REDDY'S LABORATORIES LIMITED - ADR 27,633 27,633
DTE ENERGY COMPANY 17,026 17,026
DUPONT DE NEMOURS INC 18,529 18,529
E.ON AG SPON ADR 42,858 42,858
EASTMAN CHEMICAL COMPANY 7,580 7,580
EATON CORPORATION PLC 51,108 51,108
EBAY INC. 18,585 18,585
ECOLAB INC. 58,580 58,580
EDISON INTERNATIONAL 30,180 30,180
EDP - ENERGIAS DE PORTUGAL, S.A. 26,581 26,581
EDWARDS LIFESCIENCES CORPORATION 17,619 17,619
ELECTRONIC ARTS INC. 5,998 5,998
ELEVANCE HEALTH INC 29,881 29,881
ELI LILLY & CO. 192,228 192,228
EMBRAER SA- ADR 13,095 13,095
ENGIE - SPONSORED ADR 38,548 38,548
ENPHASE ENERGY INC. 5,494 5,494
ENTAIN PLC 10,182 10,182
ERICSSON (LM) TEL - SP ADR 28,960 28,960
EVERSOURCE ENERGY 37,330 37,330
EXELON CORPORATION 19,648 19,648
EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. 8,086 8,086
EXPERIAN PLC - SPONS ADR 22,946 22,946
FACTSET RESEARCH SYSTEMS, INC. 8,165 8,165
FASTENAL COMPANY 13,519 13,519
FIDELITY NATIONAL INFORMATION 14,458 14,458
FIRST SOLAR, INC. 17,448 17,448
FIRSTENERGY CORP. 48,372 48,372
FISERV, INC. 20,542 20,542
FLEX LTD 7,409 7,409
FORD MOTOR COMPANY 28,740 28,740
FORTESCUE METALS - ADR 16,296 16,296
FORTINET INC. 8,976 8,976
FORTIVE CORPORATION 12,525 12,525
FREEPORT-MCMORAN COPPER & GOLD, INC. 40,136 40,136
GALLAGHER (ARTHUR J.) & CO. 9,367 9,367
GARMIN LIMITED 11,138 11,138
GE AEROSPACE 75,723 75,723
GE VERNOVA INC. 59,865 59,865
GENERAL MILLS, INC. 9,247 9,247
GENERAL MOTORS CO. 84,593 84,593
GERDAU SA -SPON ADR 13,260 13,260
GILEAD SCIENCES INC. 36,024 36,024
GLAXOSMITHKLINE PLC - ADR 24,418 24,418
GLOBAL PAYMENTS INC. 44,264 44,264
GOLD FIELDS LTD SPONSORED ADR 9,240 9,240
GOLDMAN SACHS GROUP, INC. 61,843 61,843
GRAINGER W W INC. 22,135 22,135
GRUPO AEROPORTUARIO DEL - ADR 12,249 12,249
GRUPO AEROPORTUARIO DEL SURESTE S.A. DE C.V. - ADR 12,109 12,109
GRUPO FINANCIERO BANORTE SAB SPONSORED ADR 7,832 7,832
HALEON PLC 9,826 9,826
HANG SENG BANK- ADR 18,520 18,520
HASBRO, INC. 4,752 4,752
HCA HEALTHCARE INC. 5,703 5,703
HEINEKEN NV- SPN ADR 15,603 15,603
HENKEL AG & CO/S ADR 25,981 25,981
HERSHEY FOODS CORP. 9,145 9,145
HEWLETT PACKARD ENTERPRISE COMPANY 9,095 9,095
HILTON WORLDWIDE HOLDINGS INC. 6,179 6,179
HITACHI, LTD. - ADR 88,138 88,138
HOME DEPOT INC. 153,262 153,262
HONDA MOTOR CO., LTD 65,722 65,722
HOYA CORPORATION 34,968 34,968
HP INC. 14,553 14,553
HSBC HOLDINGS PLC - SPONS ADR 84,527 84,527
HUMANA INC. 11,417 11,417
IBERDROLA S.A. - SPONSORED ADR 61,261 61,261
ICICI BANK LIMITED - SPON ADR 34,876 34,876
ICON PLC 9,227 9,227
IDEXX LABORATORIES INC. 13,644 13,644
ILLINOIS TOOL WORKS INC. 27,384 27,384
ILLUMINA, INC. 7,617 7,617
INFINEON TECHNOLOGIES AG - ADR 37,067 37,067
INFOSYS TECHNOLOGIES LIMITED 69,991 69,991
ING GROEP N.V. - SPONSORED ADR 26,169 26,169
INGERSOLL-RAND INC. 15,378 15,378
INTEL CORP. 29,794 29,794
INTERCONTINENTALEXCHANGE INC. 14,007 14,007
INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA - SPONSORED ADR 14,481 14,481
INTERNATIONAL FLAVORS & FRAGRANCES INC. 16,234 16,234
INTESA SANPAOLO ADR 121,788 121,788
INT'L BUSINESS MACHINES CORP. 77,380 77,380
INTUIT CORP. 43,367 43,367
INTUITIVE SURGICAL, INC. 26,620 26,620
INVESCO DB AGRICULTURE FUND 702,242 702,242
ITAU UNIBANCO HOLDINGS SA - PREF ADR 11,924 11,924
J.P. MORGAN CHASE & CO. 212,143 212,143
JACK HENRY & ASSOCIATES, INC. 7,363 7,363
JACOBS SOLUTIONS INC 7,750 7,750
JAMES HARDIE INDUSTRIES - SP ADR 10,136 10,136
JBS S.A.- ADR 8,470 8,470
JD.COM INC - ADR 24,858 24,858
JOHNSON & JOHNSON 172,966 172,966
JOHNSON CONTROLS INTERNATIONAL PLC 48,700 48,700
JUNIPER NETWORKS, INC. 7,041 7,041
KB FINANCIAL GROUP INC. - ADR 46,715 46,715
KERRY GROUP PLC - SPONS ADR 12,692 12,692
KEURIG DR PEPPER INC 10,696 10,696
KEYSIGHT TECHNOLOGIES INC. 13,975 13,975
KIMBERLY-CLARK CORP 11,007 11,007
KIRIN BREWERY CO - SPON ADR 22,442 22,442
KKR & CO INC - CLASS A 22,778 22,778
KLA CORPORATION 31,506 31,506
KONINKLIJKE AHOLD DELHAIZE NV - ADR 20,597 20,597
KONINKLIJKE KPN NV - SP ADR 12,640 12,640
KROGER CO. 13,514 13,514
KUBOTA CORPORATION - SPONS ADR 24,165 24,165
KYOCERA CORPORATION - SPONS ADR 29,413 29,413
LAM RESEARCH CORPORATION 33,948 33,948
LAS VEGAS SANDS CORP. 9,604 9,604
LEGAL & GENERAL GROUP PLC SPONSORED ADR 13,679 13,679
LEIDOS HOLDINGS INC. 11,381 11,381
LENOVO GROUP LIMITED ADR 15,708 15,708
LINDE PLC. 9,629 9,629
LIVE NATION ENTERTAINMENT INC 7,252 7,252
LLOYDS TSB GROUP PLC - SP ADR 15,324 15,324
LONDON STOCK EXCHANGE GROUP PLC - UNSPON ADR 30,658 30,658
LOWE'S COMPANIES 86,874 86,874
LULULEMON ATHLETICA INC. 17,591 17,591
LYONDELLBASELL INDUSTRIES NV 7,204 7,204
MACQUARIE GROUP LTD - ADR 66,368 66,368
MARSH MCLENNAN & CO. 32,499 32,499
MASTERCARD INC - CLASS A 143,754 143,754
MCDONALD'S CORPORATION 103,201 103,201
MCKESSON HBOC INC. 31,915 31,915
MEDTRONIC, PLC 10,784 10,784
MERCADOLIBRE INC. 6,802 6,802
MERCK & CO. INC. 80,877 80,877
MERCK KGAA - SPONSORED ADR 13,370 13,370
META PLATFORMS INC 32,203 32,203
METTLER-TOLEDO INTERNATIONAL 6,118 6,118
MGM RESORTS INTERNATIONAL 13,236 13,236
MICROCHIP TECHNOLOGY INC. 10,667 10,667
MICRON TECHNOLOGY, INC. 19,104 19,104
MICROSOFT CORP. 1,374,090 1,374,090
MITSUBISHI UFJ FINANCIAL GROUP, INC. - ADR 66,183 66,183
MIZUHO FINANCIAL GROUP ADR 50,528 50,528
MONOLITHIC POWER SYSTEMS, INC. 15,384 15,384
MONSTER BEVERAGE CORPORATION 6,570 6,570
MOODY'S CORPORATION 24,615 24,615
MORGAN STANLEY 54,311 54,311
MOTOROLA SOLUTIONS, INC. 25,885 25,885
MOWI ASA - SPONSORED ADR 10,765 10,765
MSCI INC. 16,200 16,200
NASDAQ STOCK MARKET INC. 10,978 10,978
NATIONAL AUSTRALIA BANK LTD - SP ADR 66,775 66,775
NATIONAL GRID PLC - SP ADR 57,281 57,281
NATWEST GROUP PLC 23,879 23,879
NEDBANK GROUP LTD - SPONS ADR 26,628 26,628
NESTLE SA-SPONS ADR FOR REG 97,958 97,958
NETAPP, INC. 10,912 10,912
NETEASE.COM INC. - ADR 13,917 13,917
NETFLIX INC. 149,742 149,742
NEWMONT GOLDCORP CORPORATION 49,540 49,540
NEWS CORPORATION- CLASS A 7,987 7,987
NEXTERA ENERGY, INC. 8,674 8,674
NEXTRACKER INC - CLASS A 4,932 4,932
NIDEC CORPORATION - SPON ADR 20,882 20,882
NIKE INC. - CL B 58,039 58,039
NIO INC ADR 19,999 19,999
NIPPON TELEGRAPH & TELEPHONE -ADR 19,300 19,300
NIPPON YUSEN KABUSHIKI KAISHA 17,410 17,410
NISSAN MOTORS CO., LTD. - SPON ADR 16,544 16,544
NOKIA - ADR A 18,504 18,504
NOMURA HOLDINGS, INC. - ADR 38,642 38,642
NORDEA BANK ABP - SPONSORED ADR 31,733 31,733
NORSK HYDRO AS SPON ADR 32,060 32,060
NORTHERN TRUST CORPORATION 9,533 9,533
NORTHROP GRUMMAN CORPORATION 36,605 36,605
NOVARTIS AG - ADR 96,337 96,337
NOVO NORDISK A/S-SPONS ADR 103,912 103,912
NRG ENERGY, INC. 44,749 44,749
NUCOR CORPORATION 6,419 6,419
NVIDIA CORPORATION 647,815 647,815
NXP SEMICONDUCTORS NV 12,055 12,055
OMNICOM GROUP 7,572 7,572
OMRON CORPORATION - SPON ADR 19,163 19,163
ON SEMICONDUCTOR CORPORATION 4,666 4,666
ONEOK, INC. 5,522 5,522
ORACLE CORPORATION 68,656 68,656
ORIX CORPORATION - SPON ADR 37,287 37,287
ORKLA ASA SPON ADR 17,796 17,796
PACCAR INC. 43,064 43,064
PACKAGING CORP OF AMERICA 8,105 8,105
PALO ALTO NETWORKS, INC. 32,389 32,389
PANDORA A/S - SPONSORED ADR 18,275 18,275
PARKER-HANNIFIN CORPORATION 8,904 8,904
PAYPAL HOLDINGS INC. 42,419 42,419
PEARSON PLC - SPONSORED ADR 13,106 13,106
PEPSICO, INC 78,007 78,007
PERNOD-RICARD - SPONS ADR 22,300 22,300
PFIZER INC. 46,454 46,454
PG&E CORPORATION 14,328 14,328
PING AN INSURANCE - ADR 22,046 22,046
PNC FINANCIAL SERVICES GROUP 11,185 11,185
POOL CORP 6,478 6,478
POSCO - ADR 41,539 41,539
PPG INDUSTRIES, INC. 15,051 15,051
PROCTER & GAMBLE CO. 105,620 105,620
PROGRESSIVE CORPORATION 93,927 93,927
PROSUS NV - SPONSORED ADR 22,939 22,939
PRUDENTIAL PLC - ADR 29,330 29,330
PUBLIC SERVICE ENTERPRISE GROUP INC. 74,520 74,520
PUBLICIS GROUPE SA - ADR 43,244 43,244
PULTE GROUP INC. 43,887 43,887
QBE INSURANCE GROUP-SPN ADR 25,027 25,027
QORVO INC. 8,322 8,322
QUALCOMM INC. 73,277 73,277
QUANTA SERVICES, INC. 14,538 14,538
RAKUTEN GROUP, INC- ADR 18,045 18,045
RECKITT BENCKISER GROUP PLC- SPONS ADR 17,297 17,297
REGENERON PHARMACEUTICALS 21,370 21,370
RENTOKIL INITIAL PLC - ADR 10,280 10,280
REPUBLIC SERVICES INC. CL A 30,579 30,579
REVVITY, INC. 6,250 6,250
RIO TINTO PLC - SPONSORED ADR 3,117 3,117
ROBERT HALF INC. 5,214 5,214
ROCHE HOLDING AG - SPONS ADR 73,248 73,248
ROCKWELL AUTOMATION INC 14,290 14,290
ROLLS-ROYCE HOLDINGS PLC - SPON ADR 28,080 28,080
ROSS STORES, INC. 21,783 21,783
ROYAL CARIBBEAN CRUISES LTD. 22,377 22,377
S&P GLOBAL INC 82,673 82,673
SALESFORCE INC. 145,768 145,768
SANDOZ GROUP AG 8,100 8,100
SANLAM LTD. - SPONSORED ADR 51,595 51,595
SANOFI-AVENTIS - ADR 47,796 47,796
SAP AG - SPONSORED ADR 142,063 142,063
SCHLUMBERGER LTD. 18,748 18,748
SCHWAB (CHARLES) CORP. 8,215 8,215
SEAGATE TECHNOLOGY HOLADING PLC 8,286 8,286
SEKISUI HOUSE SPON ADR 41,819 41,819
SEMPRA 48,246 48,246
SERVICENOW INC 57,246 57,246
SHISEIDO COMPANY, LIMITED SPON ADR 8,921 8,921
SIEMENS AG-SPONS ADR 92,136 92,136
SINGAPORE TELECOMMUNICATIONS LIMITED ADR 45,443 45,443
SKANSKA AB 19,584 19,584
SKF AB-SPONSORED ADR 41,321 41,321
SKYWORKS SOLUTIONS, INC. 8,868 8,868
SMC CORPORATION - SPONSORED ADR 11,667 11,667
SMITH & NEPHEW PLC ADR 10,078 10,078
SOCIEDAD QUIMICA Y MINERA DE CHILE SA SPONSORED ADR 23,161 23,161
SOCIETE GENERALE-SPONSORED ADR 33,544 33,544
SODEXO-SPONSORED ADR 19,110 19,110
SONIC HEALTHCARE SPONSORED ADR 20,683 20,683
SONY GROUP CORPORATION - SPONS ADR 66,125 66,125
SPOTIFY TECHNOLOGY SA 27,738 27,738
SSE PLC-SPN ADR 42,650 42,650
STANLEY BLACK & DECKER INC. 6,022 6,022
STARBUCKS CORPORATION 47,541 47,541
STATE STREET CORP. 10,109 10,109
STEEL DYNAMICS, INC. 30,343 30,343
STERIS PLC 21,173 21,173
STORA ENSO OYJ - SPONS ADR 22,952 22,952
STRYKER CORPORATION 40,686 40,686
SUMITOMO MITSUI FINANCIAL GROUP, INC SPON ADR 65,480 65,480
SUN HUNG KAI PROPERTIES SPONSORED ADR 33,475 33,475
SUPER MICRO COMPUTER, INC. 5,060 5,060
SUZANO SA - ADR 5,667 5,667
SWEDBANK AB - SPONSORED ADR 15,464 15,464
SWISS RE LTD-SPN ADR 44,171 44,171
SYNOPSYS 19,900 19,900
SYSCO CORPORATION 11,163 11,163
T. ROWE PRICE GROUP INC. 10,404 10,404
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD. - SP ADR 458,572 458,572
TAKEDA PHARMACEUTICAL CO LTD-SPN ADR 28,188 28,188
TAKE-TWO INTERACTIVE SOFTWARE, INC. 6,627 6,627
TARGA RESOURCES CORP. 19,635 19,635
TARGET CORPORATION 30,821 30,821
TDK CORP - ADR 47,174 47,174
TE CONNECTIVITY PLC 14,440 14,440
TECHTRONIC INDUSTRIES COMPANY LIMITED 16,337 16,337
TELEDYNE TECHNOLOGIES INCORPORATED 6,498 6,498
TELEFONICA S.A. - ADR 12,325 12,325
TELENOR ASA-ADR 13,056 13,056
TERADYNE INC. 11,962 11,962
TESCO PLC - SPONSORED ADR 20,189 20,189
TESLA INC. 288,342 288,342
TEVA PHARMACEUTICAL INDUSTRIES LTD. ADR 8,992 8,992
TEXAS INSTRUMENTS INC. 50,253 50,253
THE CLOROX COMPANY 11,694 11,694
THE ESTEE LAUDER COMPANIES INC. CLASS A 6,148 6,148
THE INTERPUBLIC GROUP OF COMPANIES, INC. 4,763 4,763
THE SHERWIN-WILLIAMS COMPANY 37,392 37,392
THE TJX COMPANIES, INC. 58,351 58,351
THE TRAVELERS COMPANIES, INC. 15,176 15,176
THE WALT DISNEY COMPANY 73,491 73,491
THERMO FISHER SCIENTIFIC INC. 72,312 72,312
T-MOBILE US, INC. 40,394 40,394
TOYOTA MOTOR CORPORATION - SPON ADR 228,861 228,861
TRACTOR SUPPLY COMPANY 18,040 18,040
TRANE TECHNOLOGIES PLC 46,907 46,907
TRANSDIGM GROUP, INC. 8,871 8,871
TREASURY WINE ESTATES - ADR 15,723 15,723
TRIMBLE INC 7,278 7,278
TRIP.COM GROUP LTD ADR 24,100 24,100
UBER TECHNOLOGIES INC 44,999 44,999
ULTA BEAUTY INC 7,394 7,394
UNI-CHARM CORPORATION - SPONS ADR 18,865 18,865
UNILEVER PLC - SPONSORED ADR 59,648 59,648
UNION PACIFIC CORP. 36,030 36,030
UNITED MICROELECTRONICS ADR 23,883 23,883
UNITED OVERSEAS BANK LTD - SP ADR 40,965 40,965
UNITED PARCEL SERVICE CLASS B 24,968 24,968
UNITED RENTALS, INC. 23,247 23,247
UNITED UTILITIES GROUP - ADR 24,942 24,942
UNITEDHEALTH GROUP INC. 160,358 160,358
US BANCORP 15,210 15,210
V.F. CORPORATION 9,378 9,378
VEOLIA ENVIRONMENT ADR 33,074 33,074
VERALTO CORP 13,444 13,444
VERIZON COMMUNICATIONS 40,550 40,550
VERTEX PHARMACEUTICALS INC. 37,854 37,854
VISA INC - CLASS A SHARES 316,672 316,672
VODACOM GROUP LTD - SPONS ADR 7,804 7,804
VODAFONE GROUP PLC - SP ADR 7,811 7,811
VULCAN MATERIALS COMPANY 8,489 8,489
WABTEC CORPORATION 18,769 18,769
WAL-MART DE MEXICO SA DE CV ADR 11,616 11,616
WALMART INC 136,338 136,338
WASTE MANAGEMENT, INC. 84,954 84,954
WATERS CORPORATION 11,500 11,500
WEG S.A. 9,886 9,886
WEST PHARMACEUTICAL SERVICES, INC. 9,499 9,499
WESTERN DIGITAL CORPORATION 8,587 8,587
WH GROUP LIMITED - SPONSORED ADR 13,112 13,112
WHIRLPOOL CORPORATION 38,694 38,694
WIPRO LTD - ADR 50,721 50,721
WOORI FINANCIAL SPONSORED ADR-W/I 38,094 38,094
WORKDAY INC.- CLASS A 12,127 12,127
WPP PLC ADR 15,780 15,780
XPENG INC - ADR 14,810 14,810
XYLEM INC. 7,541 7,541
YUM! BRANDS, INC. 30,320 30,320
ZILLOW GROUP INC. - CLASS C 13,477 13,477
ZIMMER BIOMET HOLDINGS, INC. 6,655 6,655
ZOETIS INC. 18,411 18,411
ZURICH INSURANCE GROUP AG - ADR 58,074 58,074

TY 2024 InvestmentsGovtObligationsSch
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
US Government Securities - End of Year Book Value:

1,465,777
US Government Securities - End of Year Fair Market Value:

1,465,777
State & Local Government Securities - End of Year Book Value:


794,359
State & Local Government Securities - End of Year Fair Market Value:


794,359


TY 2024 InvestmentsOtherSchedule2
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALEXANDRIA REAL ESTATE EQUITIES, INC. FMV 5,560 5,560
AMERICAN TOWER CORPORATION FMV 23,110 23,110
AVALONBAY COMMUNITIES, INC. FMV 14,077 14,077
BRITISH LAND COMPANY PLC - SPON ADR FMV 48,772 48,772
CBRE GROUP, INC. FMV 29,934 29,934
CROWN CASTLE INTERNATIONAL CORP. FMV 7,170 7,170
EQUINIX, INC. FMV 22,629 22,629
EQUITY RESIDENTIAL PROPERTIES TRUST FMV 7,607 7,607
ESSEX PROPERTY TRUST, INC. FMV 6,280 6,280
EXTRA SPACE STORAGE INC. FMV 9,574 9,574
HEALTHPEAK PROPERTIES INC FMV 6,811 6,811
INVITATION HOMES INC FMV 8,280 8,280
IRON MOUNTAIN INC. FMV 30,377 30,377
MID-AMERICA APARTMENT COMMUNITIES, INC. FMV 9,274 9,274
PROLOGIS INC. FMV 31,499 31,499
PUBLIC STORAGE INC. FMV 35,334 35,334
REALTY INCOME CORPORATION FMV 13,833 13,833
SBA COMMUNICATIONS CORPORATION FMV 8,356 8,356
SIMON PROPERTY GROUP, INC. FMV 10,160 10,160
SUN COMMUNITIES, INC. FMV 6,394 6,394
UDR, INC. FMV 7,467 7,467
VENTAS, INC. FMV 8,892 8,892
VICI PROPERTIES INC FMV 8,208 8,208
WELLTOWER OP INC FMV 19,535 19,535
JANUS HENDERSON MORTGAGE BACKED ETF FMV 103,602 103,602
VANGUARD MORTGAGE BACKED SECURITIES ETF FMV 157,919 157,919
CRA QUALIFIED INVESTMENT FUND FMV 5,211,066 5,211,066
PAX WORLD GLOBAL ENVIRONMENTAL MARKETS FUND FMV 4,801,557 4,801,557
LIBRA FOSSIL FUEL FREE FUND, L.P. FMV 11,080,729 11,080,729
NEW ENERGY CAPITAL FUND VI (OFFSHORE) LP FMV 1,590,287 1,590,287
NEW ENERGY CAPITAL INFRASTRUCTURE CREDIT FUND II LP FMV 1,319,533 1,319,533
ROCKEFELLER ACCESS FUND 06-I, LLC FMV 125,796 125,796
ROCKEFELLER ALTERNATIVE STRATEGIES FUND, FMV 11,358 11,358

TY 2024 LandEtcSchedule2
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE EQUIPMENT 19,205 16,643 2,562 2,562
COMPUTER EQUIPMENT & SOFTWARE 14,933 11,941 2,992 2,992


TY 2024 LegalFeesSchedule
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - GENERAL 16,052 0   28,981


TY 2024 OtherAssetsSchedule
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INVESTMENT RECEIVABLE 54,850 41,593 41,593
RECOVERABLE TAXES PAID 8,162    
AFFILIATE/STAFF RECEIVABLES 3,000 347 347


TY 2024 OtherDecreasesSchedule
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Description Amount
DEFERRED FEDERAL EXCISE TAX PROVISION 34,964


TY 2024 OtherExpensesSchedule
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TELEPHONE & INTERNET 1,037 12   1,081
INSURANCE 19,525 246   19,279
GEN. OFFICE EXP: DUES & MEMBERSHIPS 11,497 6,490   4,070
GEN. OFFICE EXP: MAINTENANCE & REPAIRS 32,311 403   32,463
GENERAL OFFICE EXP: OTHER 45,765 86   44,392
PORTFOLIO DEDUCTIONS THROUGH PARTNERSHIPS 148,200 165,016   0
FOREIGN TAXES AND ADR FEES 46,857 46,857   0
GEN. OFFICE EXP: PAYROLL FEES 6,749 108   6,641
FILING FEES 1,775 0   250
MISCELLANEOUS GENERAL 870 785   1,585


TY 2024 OtherIncomeSchedule2
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ORDINARY INCOME THROUGH K-1S 41,802 35 41,802
OTHER INVESTMENT INCOME 301 301 301


TY 2024 OtherIncreasesSchedule
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Description Amount
UNREALIZED GAIN ON INVESTMENTS 2,568,723
CONTRA-REVENUE DISCOUNT 137,776


TY 2024 OtherLiabilitiesSchedule
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Description Beginning of Year - Book Value End of Year - Book Value
TAXES PAYABLE 164,467 217,305


TY 2024 OtherProfessionalFeesSchedule
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAM CONSULTANTS 131,847 0   86,023
INVESTMENT ADVISORY COMMITTEE STIPENDS 3,000 3,000   0
INVESTMENT MANAGEMENT FEES 201,601 201,601   0
CONSULTANTS' FEES - BENEFIT RESOURCES 9,791 0   10,397
INFORMATION & TECHNOLOGY SERVICES 16,704 0   15,657
CUSTODY FEES 41,993 41,993   0
INVESTMENT ADVISORY CONSULTANT SERVICES 58,797 58,797   0


TY 2024 TaxesSchedule
Name:
THE DAVID ROCKEFELLER FUND INC
EIN:
13-3533359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 56,036 0   0
FOREIGN TAXES THROUGH K-1S 0 28,778   0