2024-05-29T10:24:27-05:00 2023-12-31 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2023-01-01 043691620 ROCKEFELLER FOUNDATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION ROCK 2128528220 420 FIFTH AVENUE NEW YORK NY 100182702 KEITH OLSON TREASURER 2128528220 2024-05-29 1 KEITH OLSON XXX-XX-XXXX 1 DANIEL ROMANO P00504182 2125990100 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z KEITH OLSON 420 FIFTH AVENUE NEW YORK NY 100182702 83705 0 X N/A X 2002 NY TO FUND WELFARE AND MEDICAL BENEFITS, INCLUDING PREMIUMS, UNDER PLANS (CONTINUED ON SCH. O) MAINTAINED BY THE ROCKEFELLER FOUNDATION (THE SPONSORING ORGANIZATION OF VEBA TRUST), FOR ITS EMPLOYEES, RETIREES, AND THEIR ELIGIBLE DEPENDENTS. 1 0 0 0 0 0 0 0 0 0 24072 83705 0 0 24072 83705 0 0 0 0 8708 8709 0 0 0 0 0 8708 8709 15364 74996 1715660 1750656 0 0 1715660 1750656 X SEE SCHEDULE OTHE ROCKEFELLER FOUNDATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION IS A IRC SECTION 501(C)(9) VEBA TRUST WHOSE PRIMARY PURPOSE IS TO FUND WELFARE AND MEDICAL BENEFITS, INCLUDING PREMIUMS, UNDER PLANS MAINTAINED BY THE ROCKEFELLER FOUNDATION (THE SPONSORING ORGANIZATION OF VEBA TRUST), FOR ITS EMPLOYEES, RETIREES, AND THEIR ELIGIBLE DEPENDENTS.FORM 990, PART VI, SECTION A, LINE 6:THE SOLE MEMBER OF THE VEBA, BANK OF NEW YORK MELLON, ACTS AS INSTITUTIONAL TRUSTEE. 0 0 TO FUND WELFARE AND MEDICAL BENEFITS, INCLUDING PREMIUMS, UNDER PLANS MAINTAINED BY THE ROCKEFELLER FOUNDATION (THE SPONSORING ORGANIZATION OF VEBA TRUST), FOR ITS EMPLOYEES, RETIREES, AND THEIR ELIGIBLE DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 1 1 1 1 0 1 1 1 1 1 1 0 0 0 X THE BANK OF NEW YORK MELLON 6173821127 135 SANTILLI HIGHWAY 026-0313 EVERETT MA 02149 X THE BANK OF NEW YORK MELLON TRUSTEE 2.00 0.00 X 8709 1012041 0 8709 1012041 0 0 0 0 0 0 83705 83705 83705 0 0 83705 X 8709 8709 1710160 1742892 5500 7764 1715660 1750656 0 0 X 1715660 1750656 0 0 0 0 1715660 1750656 1715660 1750656 X 74996 -40000 X 0 0 0 FORM 990, PART VI, SECTION A, LINE 7B THE ROCKEFELLER FOUNDATION HAS ESTABLISHED A BENEFIT PLAN COMMITTEE THAT HAS OVERSIGHT AND GOVERNING AUTHORITY OVER CERTAIN COMPLIANCE AND DECISION-MAKING MATTERS RELATED TO THE ROCKEFELLER FOUNDATION VEBA TRUST. FORM 990, PART VI SECTION A LINE 9: THE BANK OF NEW YORK MELLON, 135 SANTILLI HIGHWAY NO. 026-0313, EVERETT, MA 02149 TELEPHONE NO. (617) 382-1127 FORM 990, PART VI, SECTION B, LINE 11B THE TRUST'S FORM 990 IS PREPARED BY THE FINANCIAL DEPARTMENT OF THE ROCKEFELLER FOUNDATION, A SPONSORING ORGANIZATION OF THE TRUST, IN CONJUNCTION WITH ITS EXTERNAL THIRD PARTY TAX CONSULTANTS AND LEGAL COUNSEL. UPON COMPLETION, THE FORM 990 IS REVIEWED BY THE INSTITUTIONAL TRUSTEE, AS WELL AS BY THE TRUSTS SPONSOR BENEFITS COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE ROCKEFELLER FOUNDATION VEBA TRUST OPERATES UNDER THE CONFLICT OF INTEREST POLICY OF ITS SPONSOR, THE ROCKEFELLER FOUNDATION. FORM 990, PART VI, SECTION B, LINE 13 & 14: THE ROCKEFELLER FOUNDATION VEBA TRUST OPERATES UNDER THE WHISTLEBLOWER AND DOCUMENTATION RETENTION POLICIES OF ITS SPONSOR, THE ROCKEFELLER FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE ROCKEFELLER FOUNDATION VEBA TRUST IS NOT REQUIRED TO MAKE AVAILABLE FOR PUBLIC INSPECTION ITS GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL INFORMATION. THE TRUST AGREEMENT IS AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1 COLUMN D & E AND PART IX, LINE 5: THE BANK OF NEW YORK MELLON WAS COMPENSATED $8,709 AS AN INSTITUTIONAL TRUSTEE OF THE RF VEBA. ADDITIONALLY, THE BANK OF NEW YORK MELLON WAS COMPENSATED $1,012,041 FOR PROVIDING INVESTMENT CUSTODIAL SERVICES TO THE ROCKEFELLER FOUNDATION, A SPONSORING ORGANIZATION OF RF VEBA. THE PAYMENT WAS UNRELATED TO ANY TRUSTEE SERVICES PROVIDED TO THE RF VEBA THAT WERE BILLED SEPARATELY. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: A CASH TRANSFER TO FUND THE MERITAIN HEALTH REIMBURSEMENT ACCOUNT FOR INTERNATIONAL RETIREES, A MEDICAL BENEFIT PROGRAM FOR ELIGIBLE PARTICIPANTS -40,000. THE ROCKEFELLER FOUNDATION 420 FIFTH AVE NEW YORK NY 10018 131659629 TO PROMOTE THE WELL-BEING OF HUMANITY AROUND THE WORLD NY 501(C)(3) PF N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0