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Robert and Dana Emery Family Foundation Rockefeller Trust Company at a glance

· Private foundation

Robert and Dana Emery Family Foundation Rockefeller Trust Company

Its FY2025 filing reports that it accepted unsolicited grant applications.

$7.2M
Granted FY2025still arriving
89
Grants FY2025still arriving
8
States reached
$1.3M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$15MEmployment$12MYouth Development$3.1MArts & Culture$1.2MPhilanthropy$1.1MHuman Services$970kEnvironment$960kScience & Tech$510kOther$0
02FY2025 · 89 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k4 grants · $20k
  • $10k–50k60 grants · $1.4M
  • $50k–250k18 grants · $1.1M
  • $250k+7 grants · $4.6M
$25,000
Median grant
8
States reached
$186M
Total assets
Largest grants
RecipientAmount
SUMMER SEARCH$1,300,000
STANFORD UNIVERSITY$1,000,000
IMAGINE WORLDWIDE$1,000,000
ST IGNATIUS COLLEGE PREP$400,000
UCSF FOUNDATION$350,000
DEER HILL FOUNDATION$300,000
BOYS GIRLS CLUB OF SAN FRANCISCO$250,000
MISSION DOLORES ACADEMY$100,000
CHAMPION CHARITIES$100,000
BAY SCHOLARS$100,000
ONE LOVE FOUNDATION$100,000
BREAKTHROUGH COLLABORATIVE$100,000
INTERNATIONAL RESCUE COMMITTEE$50,000
TEN STRANDS$50,000
ROBERTS ENTERPRISE DEVELOPMENT FUND$50,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–25, $655k) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 95% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%GOOD KARMA BIKES: $5k → 8%BOULDER CREST FOUNDATION: $15k → 7%GOOD KARMA BIKES: $5k → 8%OAKLAND LACROSSE CLUB: $50k → 10%OAKLAND LACROSSE CLUB: $50k → 10%MADISON HOUSE: $5k → 8%OAKLAND LACROSSE CLUB: $50k → 10%OAKLAND LACROSSE CLUB: $50k → 10%OAKLAND LACROSSE CLUB: $25k → 10%HUCKLEBERRY YOUTH PROGRAM: $25k → 10%MATRICULATE: $25k → 17%HUCKLEBERRY YOUTH PROGRAM: $20k → 10%MATRICULATE: $25k → 17%HUCKLEBERRY YOUTH PROGRAM: $20k → 10%HUCKLEBERRY YOUTH PROGRAM: $15k → 10%HUCKLEBERRY YOUTH PROGRAM: $10k → 10%MATRICULATE: $25k → 17%HUCKLEBERRY YOUTH PROGRAM: $10k → 10%MATRICULATE: $25k → 17%OAKLAND LACROSSE CLUB: $25k → 10%OAKLAND LACROSSE CLUB: $25k → 10%MATRICULATE: $25k → 17%EPISCOPAL COMMUNITY SERVICES: $25k → 10%EPISCOPAL COMMUNITY SERVICES: $25k → 10%EPISCOPAL COMMUNITY SERVICES: $25k → 10%POMEROY RECREATION REHABILITATION C: $15k → 10%POMEROY RECREATION REHABILITATION C: $15k → 10%POMEROY RECREATION REHABILITATION C: $10k → 10%POMEROY RECREATION REHABILITATION C: $10k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

WA
MT
NY
MA
WY
PA
CA
CO
VA
MD
NM
DC
GA
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

95%of every dollar goes to organizations it has funded before.
$33M · 94 repeat orgs$1.7M to everyone else

Grantees it renews have grown median revenue +28% since the first grant, against +3% for those funded once.

94 repeat relationships: 80 still active in FY2025, 14 since wound down; 6 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

94
37

Total granted

$33M
$1.2M

Median revenue growth · since first grant

+28%
+3%

Still filing today

72%
68%

New vs renewed · share of each year

In FY2025, 92% of grant dollars renewed an existing relationship; $515k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EducationArts & CultureHuman ServicesYouth DevelopmentRecreation & SportsPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • IW
    IMAGINE WORLDWIDE
    8× · 2018–2025 · $4.0M · revenue ×11
  • DH
    Deer Hill Foundation
    7× · 2017–2025 · $815k · revenue +187% · 45% of their budget
  • TS
    TOWN SCHOOL FOR BOYS
    5× · 2017–2025 · $600k · revenue +68%

Funded once

  • TL
    THE LEARNING ACCELERATOR
    one grant, 2017 · $300k · revenue -29%
  • GEORGIA TECH FOUNDATION INCgraduated
    one grant, 2021 · $200k · revenue +68%
  • UO
    UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION
    one grant, 2018 · $60k · revenue -52%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Silicon Schools Fund Inc

The mission of the silicon schools fund is to improve education through supporting the launch of excellent new schools, improving academic instruction in existing schools, and by funding some of the boldest innovations in education…

Education
2
The International School of San Francisco

Guided by the principles of academic rigor and diversity, the international school of san francisco offers programs of study in french and english to prepare its graduates for a world in which the ability to think critically and to…

Education
3
The San Francisco School

A private school that cultivates and celebrates the intellectual, imaginative, and humanitarian promise of each student in a community that practices mutual respect, embraces diversity, and inspires passion for learning.

—
4
San Francisco University High School

At san franicisco university high school, we engage our community of diverse voices in a transformational experience that embraces the spirited pursuit of learning and empowers purpose larger than self.

Education
5
San Francisco Friends School

At san francisco friends school, students learn in a community grounded in the quaker values of reflection, integrity, peaceful problem-solving and stewardship. our teachers challenge students with a dynamic curriculum that inspires…

Education
6
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
7
San Francisco Girls' School

To educate and inspire girls to become innovators and leaders in stem.

—
8
The Uc Davis Foundation

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Education
9
Presidio Hill School

Presidio hill school is a co-ed k-8 independent, progressive school. learning is collaborative and an active experience with an emphasis on inquiry. students are engaged in their own learning and guided by an expert faculty through a…

Education
10
Association of California School Administrators

The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.

—
11
Breakthrough Silicon Valley

Breakthrough silicon valley prepares highly-motivated students to become first-generation college graduates and inspires emerging leaders to be the next generation of educators and advocates for equity.

Education
12
Golden Gate University

Golden gate university prepares individuals to lead and serve by providing high quality, practice-based educational programs in law, taxation, business and related professions - as a nonprofit institution - in an innovative and challenging…

Education
How this is measured
The grantee most central to the portfolio’s shape is The Basic Fund; the most unlike its peers is Making Waves Foundation Inc Aka Making Waves Education Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

105 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 105 of the 140 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
25
Early backer (in before they grew)
101/105
Grantees still filing
66/105
Grew since first funded

Where the money sits, by cause and then by grantee

SUMMER SEARCH: $11,593,000 · EmploymentSUMMER SEARCH+1 more: $40,000 · EmploymentBOYS GIRLS CLUB OF SAN FRANCISCO: $1,502,000 · OtherBOYS GIRLS CLUB OF SAN FRANCIS…ST IGNATIUS COLLEGE PREP: $1,375,000 · OtherST IGNATIUS COLLEGE PREPPRESIDIO TUNNEL TOP CAMPAIGN: $700,000 · OtherPRESIDIO TUNNEL TOP CAMPAIGNMISSION DOLORES ACADEMY: $575,000 · OtherMISSION DOLORES ACADEMYONE LOVE FOUNDATION: $450,000 · Other+74 more: $5,363,500 · Other+74 moreTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $2,450,000 · EducationTHE BOARD OF TRUSTEES …TOWN SCHOOL FOR BOYS: $600,000 · EducationTOWN SCHOOL FOR BOYSKIPP BAY AREA SCHOOLS: $505,568 · EducationKIPP BAY AREA SCHOOLSBAY SCHOLARS: $450,000 · EducationBAY SCHOLARSUNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION: $350,000 · EducationTHE BREAKTHROUGH COLLABORATIVE: $330,000 · EducationTHE LEARNING ACCELERATOR: $300,000 · Education+24 more: $2,407,227 · Education+24 moreIMAGINE WORLDWIDE: $4,000,000 · Community ImprovementIMAGINE WORL…BAY AREA DISCOVERY MUSEUM: $825,000 · Arts & CultureCALIFORNIA ACADEMY OF SCIENCES: $310,000 · Arts & CultureTHE EXPLORATORIUM: $125,000 · Arts & CultureCOMMON SENSE MEDIA: $100,000 · Arts & CultureCORPORATION OF THE FINE ARTS MUSEUMS: $75,000 · Arts & Culture+8 more: $187,000 · Arts & CultureDeer Hill Foundation: $815,000 · PhilanthropyREDF: $200,000 · PhilanthropyTIPPING POINT COMMUNITY: $150,000 · PhilanthropySAN FRANCISCO FIRST TEE: $125,000 · PhilanthropyCOREY C GRIFFIN CHARITABLE FOUNDATION: $75,000 · Philanthropy+2 more: $55,000 · PhilanthropyHRJ CHARITIES INC: $200,000 · Youth DevelopmentTHE PAINTED TURTLE: $165,000 · Youth DevelopmentBridge the Gap College Prep: $150,000 · Youth DevelopmentFIRST GRADUATE: $140,000 · Youth DevelopmentENTERPRISE FOR YOUTH: $90,000 · Youth DevelopmentBIG SKY YOUTH EMPOWERMENT PROJECT INC: $40,000 · Youth DevelopmentPATHWAYS FOR KIDS CO PETER DWARES: $40,000 · Youth Development
Employment$11,633,000Other$9,965,500Education$7,392,795Community Improvement$4,000,000Arts & Culture$1,622,000Philanthropy$1,420,000Youth Development$825,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSUMMER SEARCH: $11,593,000 over 8y, 12% of budgetIMAGINE WORLDWIDE: $4,000,000 over 8y, 14% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $2,450,000 over 3y, 0.0% of budgetBAY AREA DISCOVERY MUSEUM: $825,000 over 8y, 3.2% of budgetDeer Hill Foundation: $815,000 over 7y, 45% of budgetTOWN SCHOOL FOR BOYS: $600,000 over 5y, 2.4% of budgetKIPP BAY AREA SCHOOLS: $505,568 over 7y, 0.3% of budgetBAY SCHOLARS: $450,000 over 7y, 5.4% of budgetUNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION: $350,000 over 1y, 0.1% of budgetTHE BREAKTHROUGH COLLABORATIVE: $330,000 over 4y, 4.0% of budgetTODAYS YOUTH MATTER: $315,000 over 7y, 10% of budgetCALIFORNIA ACADEMY OF SCIENCES: $310,000 over 6y, 0.1% of budgetTHE LEARNING ACCELERATOR: $300,000 over 1y, 11% of budgetOakland Lacrosse Club: $275,000 over 7y, 7.3% of budgetREDF: $200,000 over 5y, 0.3% of budgetGEORGIA TECH FOUNDATION INC: $200,000 over 1y, 0.1% of budgetALLIANCE FOR CHOICE IN EDUCATION: $200,000 over 4y, 0.1% of budget10000 DEGREES: $197,227 over 7y, 0.4% of budgetA BETTER CHANCE INC: $188,500 over 7y, 0.9% of budgetMAKING WAVES FOUNDATION INC AKA MAKING WAVES EDUCATION FOUNDATION: $185,000 over 8y, 0.2% of budgetTHE BASIC FUND: $175,000 over 7y, 0.3% of budgetTHE PAINTED TURTLE: $165,000 over 7y, 0.5% of budgetLEGAL SERVICES FOR CHILDREN INC: $155,000 over 7y, 0.9% of budgetCollegespring Inc: $150,000 over 6y, 1.4% of budgetAMHERST COLLEGE TRUSTEES: $150,000 over 5y, 0.0% of budgetTIPPING POINT COMMUNITY: $150,000 over 3y, 0.1% of budgetBridge the Gap College Prep: $150,000 over 7y, 1.3% of budgetEAST PALO ALTO ACADEMY FOUNDATION: $150,000 over 6y, 1.7% of budgetGATEWAY PUBLIC SCHOOLS: $150,000 over 7y, 0.2% of budgetTen Strands: $145,000 over 5y, 1.1% of budgetFIRST GRADUATE: $140,000 over 6y, 1.4% of budgetTeach for America Inc: $125,000 over 5y, 0.0% of budgetTHE POSSE FOUNDATION INC: $125,000 over 5y, 0.1% of budgetTHE EXPLORATORIUM: $125,000 over 5y, 0.0% of budgetMATRICULATE INC: $125,000 over 5y, 1.3% of budgetAIM HIGH: $125,000 over 7y, 3.5% of budgetSAN FRANCISCO FIRST TEE: $125,000 over 5y, 1.0% of budgetSan Francisco Education Fund: $120,000 over 5y, 1.1% of budgetSan Francisco Achievers: $120,000 over 6y, 2.9% of budgetTENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION: $115,000 over 6y, 0.1% of budgetEnvironmental Traveling Companions: $100,000 over 4y, 2.9% of budgetInternational Rescue Committee INC: $100,000 over 2y, 0.0% of budgetCOMMON SENSE MEDIA: $100,000 over 4y, 0.1% of budgetBay Area Hybrid College Initiative DBA Rivet School: $100,000 over 4y, 0.6% of budgetHUCKLEBERRY YOUTH PROGRAMS INC: $100,000 over 6y, 0.3% of budgetGLIDE FOUNDATION: $95,000 over 5y, 0.1% of budgetOUTWARD BOUND CALIFORNIA: $95,000 over 5y, 0.6% of budgetENTERPRISE FOR YOUTH: $90,000 over 4y, 1.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds SUMMER SEARCH ↗
  • Who funds IMAGINE WORLDWIDE ↗
  • Who funds THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ↗
  • Who funds BAY AREA DISCOVERY MUSEUM ↗
  • Who funds Deer Hill Foundation ↗
  • Who funds TOWN SCHOOL FOR BOYS ↗
  • Who funds KIPP BAY AREA SCHOOLS ↗
  • Who funds BAY SCHOLARS ↗
  • Who funds UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION ↗
  • Who funds THE BREAKTHROUGH COLLABORATIVE ↗
  • Who funds TODAYS YOUTH MATTER ↗
  • Who funds CALIFORNIA ACADEMY OF SCIENCES ↗
  • Who funds THE LEARNING ACCELERATOR ↗
  • Who funds Oakland Lacrosse Club ↗
  • Who funds HRJ CHARITIES INC ↗
  • Who funds REDF ↗
  • Who funds GEORGIA TECH FOUNDATION INC ↗
  • Who funds ALLIANCE FOR CHOICE IN EDUCATION ↗
  • Who funds 10000 DEGREES ↗
  • Who funds A BETTER CHANCE INC ↗
  • Who funds MAKING WAVES FOUNDATION INC AKA MAKING WAVES EDUCATION FOUNDATION ↗
  • Who funds THE BASIC FUND ↗
  • Who funds THE PAINTED TURTLE ↗
  • Who funds LEGAL SERVICES FOR CHILDREN INC ↗
  • Who funds Collegespring Inc ↗
  • Who funds AMHERST COLLEGE TRUSTEES ↗
  • Who funds TIPPING POINT COMMUNITY ↗
  • Who funds Bridge the Gap College Prep ↗
  • Who funds EAST PALO ALTO ACADEMY FOUNDATION ↗
  • Who funds GATEWAY PUBLIC SCHOOLS ↗
  • Who funds Ten Strands ↗
  • Who funds FIRST GRADUATE ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The San Francisco Fou…Marin Community Found…Jewish Community Fede…Silicon Valley Commun…The Stanley S Langend…The Goldman Sachs Cha…Wendell Family Founda…The James Irvine Foun…Quest FoundationGs Donor Advised Phil…McNabb FoundationThe Henry Mayo Newhal…
The San Francisco FoundationCA61.1× affinity41 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The San Francisco Foundation · Marin Community Foundation · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · Silicon Valley Community Foundation · The Stanley S Langendorf Foundation · The Goldman Sachs Charitable Gift Fund · Wendell Family Foundation · The James Irvine Foundation · Quest Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · McNabb Foundation · The Henry Mayo Newhall Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Robert and Dana Emery Family Foundation Rockefeller Trust Company funds: left to right is the share of its income from government, bottom to top the share from Robert and Dana Emery Family Foundation Rockefeller Trust Company. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%6%25%56%100%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →median 1%
  • Uaspire Inc: 1% of income from government
  • Amherst College Trustees: 0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
29report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–60%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 140 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Robert and Dana Emery Family Foundation Rockefeller Trust Company’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home