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Rockefeller Brothers Fund 2004 Annual Report Building a More Just, Sustainable, and Peaceful World Just, Sustainable, a More Building Rockefeller Brothers Fund Brothers Rockefeller Rockefeller Brothers Fund Philanthropy for an Interdependent World 2004 Annual Report Building a more just, sustainable, and peaceful world 2004 Annual Report 2004 Annual Report ROCKEFELLER BROTHERS FUND, INC. 437 Madison Avenue, 37th Floor New York, New York 10022-7001 www.rbf.org ROCKEFELLER BROTHERS FUND, INC. 437 Madison Avenue, 37th Floor New York, New York 10022-7001 Telephone: 212.812.4200 Fax: 212.812.4299 www.rbf.org POCANTICO CONFERENCE CENTER OF THE ROCKEFELLER BROTHERS FUND 200 Lake Road Pocantico Hills, New York 10591-1599 Telephone: 914.524.6500 Fax: 914.524.6550 PHOTO CREDITS © Digital Vision, 1 Copyright © 2005, Rockefeller Brothers Fund, Inc. Robert L. Lisak, 3, 88 Amber Spradlin, 6 Christopher Kent Wilson, 8 Ezra Stoller, © ESTO, 19 THIS PUBLICATION IS PRINTED ON Jefferson Bernardes/AFP-Getty Images, 28 RECYCLED PAPER THAT CONTAINS Daniel Garcia/AFP-Getty Images, Cover, 36 100% POSTCONSUMER FIBERS. Jerome Speier, New School University, 42 The choice of fully recycled paper for this Ray Stubblebind, 50 annual report produced the following environmental savings (as compared to Stephanie Berger, © 2004, 53 using new, nonrecycled paper): Bettman/Corbis, 54 Joanne Rathe, 56 Trees: 219 Stephen B. Heintz, 58 Water: 37,900 gallons Bruno Barbey, Magnum Photos, 71 Energy: 51,000,000 BTUs Solid Waste: 4,000 lbs. Mary Louise Pierson, 72 Water-Borne Waste: 259 pounds Glen Allison, Getty Images, 81 left Atmospheric Emissions: 7,800 lbs. Seafood Choices Alliance, 81 middle right ® Values were derived from information publicly available Greening the Cleaning , at: www.ofee.gov/gp/papercal.html. The Deirdre Imus Environmental Center for Pediatric Oncology, 81 bottom right Rockefeller Brothers Fund 2 Board of Trustees 4 Finance Committee and Officers 6 Message from the Chair 10 Message from the President 19 About the Rockefeller Brothers Fund 21 RBF Program Statement Annual Report 2004 2004 PROGRAM ACTIVITY 22 RBF Program Architecture—2004 23 Overview of RBF Programs 29 Democratic Practice 37 Sustainable Development 43 Peace and Security 51 Charles E. Culpeper Human Advancement 53 Asian Cultural Council 54 Ramon Magsaysay Award Foundation 56 RBF Fellowships for Students of Color Entering the Teaching Profession 59 Pivotal Places 60 New York City 63 Staff Grantmaking Fund 65 South Africa 69 Serbia and Montenegro 71 Southern China 73 Pocantico Programs 83 Memberships 85 Applying for a Grant MANAGEMENT AND OPERATIONS 88 Executive Vice President’s Report 91 Financial Report 108 RBF Staff Board of Trustees David J. Callard James E. Moltz Edmond D. Villani Chairman Vice Chairman Vice Chairman Pelican Investment Management International Strategy and Deutsche Asset Management 489 Fifth Avenue, 21st Floor Investment, Inc. 345 Park Avenue, 16th Floor New York, NY 10017 535 Madison Avenue New York, NY 10154 New York, NY 10022 Richard Chasin Frank G. Wisner 30 Rockefeller Plaza, Room 5600 John Morning Vice Chairman – External Affairs New York, NY 10112 333 East 45th Street American International Group New York, NY 10017 70 Pine Street, 18th Floor Peggy Dulany New York, NY 10270 30 Rockefeller Plaza, Room 5600 Robert B. Oxnam New York, NY 10112 President Emeritus Tadataka Yamada The Asia Society Chairman Jessica P. Einhorn 725 Park Avenue Research and Development Dean New York, NY 10021 GlaxoSmithKline School of Advanced Post Office Box 1539 International Studies David Rockefeller, Jr. King of Prussia, PA 19406 The Johns Hopkins University 30 Rockefeller Plaza, Room 5600 1740 Massachusetts Avenue, NW New York, NY 10112 Washington, DC 20036-1984 Richard G. Rockefeller Neva R. Goodwin 30 Rockefeller Plaza, Room 5600 Co-Director New York, NY 10112 Global Development And Environment Institute Steven C. Rockefeller Tufts University Chair, Rockefeller Brothers Fund Medford, MA 02155 30 Rockefeller Plaza, Room 5600 New York, NY 10112 Stephen B. Heintz President Valerie R. Wayne Rockefeller Brothers Fund 51 West 81st Street 437 Madison Avenue, 37th Floor New York, NY 10024 New York, NY 10022-7001 2 rockefeller brothers fund RBF Trustees Advisory Trustees Jonathan F. Fanton Mrs. George D. O’Neill David Rockefeller President Rockefeller Financial Services 30 Rockefeller Plaza, Room 5600 The John D. and Catherine T. 30 Rockefeller Plaza, Room 5600 New York, NY 10112 MacArthur Foundation New York, NY 10112 140 South Dearborn Street Laurance S. Rockefeller * Chicago, IL 60603-5285 Richard D. Parsons 30 Rockefeller Plaza, Room 5600 Chairman & Chief Executive Officer New York, NY 10112 William H. Luers Time Warner, Inc. President One Time Warner Center United Nations Association of the New York, NY 10019 * Deceased, July 11, 2004 United States of America 801 Second Avenue New York, NY 10017-4706 3 annual report 2004 Finance Committee and Officers Finance Committee Members Officers Afsaneh M. Beschloss Timothy J. O’Neill* Steven C. Rockefeller President and Managing Director Chair Chief Executive Officer Goldman Sachs & Co. Rock Creek Group 85 Broad Street, 4th Floor Neva R. Goodwin 1133 Connecticut Avenue, N.W. New York, NY 10004 Vice Chair Washington, DC 20036 Frank E. Richardson* Stephen B. Heintz Gilbert Butler Chairman President President F. E. Richardson & Co., Inc. Butler Capital Corporation 245 Park Avenue, 41st Floor William F. McCalpin 745 Fifth Avenue, Suite 1702 New York, NY 10167 Executive Vice President and New York, NY 10151 Chief Operating Officer Steven C. Rockefeller David J. Callard ex-officio Benjamin R. Shute, Jr. Chairman Chair, Rockefeller Brothers Fund Secretary Pelican Investment Management 30 Rockefeller Plaza, Room 5600 489 Fifth Avenue, 21st Floor New York, NY 10112 Nancy L. Muirhead New York, NY 10017 Robert B. Taylor Assistant Secretary Stephen B. Heintz Senior Vice President for ex-officio Finance and Administration Boris A. Wessely President Colonial Williamsburg Foundation Treasurer Rockefeller Brothers Fund Post Office Box 1776 437 Madison Avenue, 37th Floor Williamsburg, VA 23187-1776 Geraldine F. Watson New York, NY 10022-7001 Comptroller Edmond D. Villani James E. Moltz chair Leah A. D’Angelo Vice Chairman Vice Chairman Assistant Comptroller International Strategy and Deutsche Asset Management Investment, Inc. 345 Park Avenue, 16th Floor 535 Madison Avenue New York, NY 10154 New York, NY 10022 * As of March 11, 2004 4 rockefeller brothers fund Message from the Chair Reflections on 2004 2004 was a presidential election year in the United States that focused considerable public attention on some issues of great interest to the Rockefeller Brothers Fund, such as the U.S. approach to international relations. Other issues of Steven C. Rockefeller concern to the Fund, including environmental conservation, global warming, and sustainable development, got relatively little attention. The Fund remained focused primarily on long-term objectives, and the year involved significant developments in a number of its programs. The RBF endowment grew from $680,000,000 at the beginning of the year to $742,000,000 at year end. The rate of growth in the Fund’s investment portfolio was 14.5 percent in 2004 compared to 24.9 percent in 2003. The Fund's program expenditures during the year totaled $33.5 million, of which $24 million was paid out in grants and expenditures directly related to grants programs. The budget for the administration of the Fund, which has a staff of 35, was $6 million. The operation of the Pocantico Historic Area and Conference Center involved a budget of $3.5 million. The largest single portion of the Fund’s grantmaking — 24 percent — was devoted to its Sustainable Development program. Allocations to the other three major programs involved 16.5 percent to Democratic Practice, 14 percent to Peace and Security, and 10 percent to Human Advancement. Grantmaking in RBF Pivotal Places (New York City, Serbia and Montenegro, 6 rockefeller brothers fund and South Africa) accounted for 32 percent of the Second, the RBF’s major contribution to the public total, and in most cases, grants to pivotal places debates generated by the 2004 election was reflect the goals and objectives of the Fund’s four publication of U.S. in the World: Talking Global Issues major programs. The Fund made a total of 319 new with Americans— A Practical Guide. This project, which grants in 2004, and the average size of these new was directed by the Fund’s Peace and Security grants was $75,000. Grants made by the Fund involve program, grew out of a collaboration between the RBF commitments that may extend for up to three years. and the Aspen Institute that began in the mid-1990s and involved the Global Interdependence Initiative The Pocantico Conference Center hosted a total of 65 (GII). The basic concern and sense of urgency that meetings in 2004, of which a quarter were organized led from the GII to creation of U.S. in the World is or sponsored by RBF staff. The RBF provides some stated in its introduction: “At a time when our form of financial assistance to over half of the events country faces fundamental questions of national at the Conference Center. The Pocantico Historic identity and purpose, we still lack a broad, bipartisan Area, which includes Kykuit, attracted 37,698 public constituency for pragmatic, principled, visitors in the course of the year. The visitation effective, and cooperative U.S. global engagement.” numbers have been declining in recent years — down A task force of 50 individuals representing many 3 percent in 2004, which reflects a national trend areas of international policy expertise and many affecting historic sites. Attendance at Colonial institutions worked with RBF staff members, Priscilla Williamsburg, for example, was also down 3 percent Lewis and P. J. Simmons, and public opinion and compared to 2003. communications experts (1) to identify “the key elements of a shared, nonpartisan vision of how Among the highlights in the area of program America should engage with the world” and (2) to development are the following.
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