Synergos Institute

The Synergos Institute is an “important hub for the global philanthropy of wealthy families” 1 founded in 1986 by Peggy Dulany, the daughter of David Rockefeller. 2 3 4 The critical race theory-influenced principles of “equity and social justice” are two of the institute’s core values. 5

At-A-Glance

Formation:

1986

President and CEO:

Camille Massey

Location: New York, NY View on map
Tax ID: 13-3392006
Most Recent Filing: 2024
Budget (2024): Assets: $22,283,930 Revenue: $5,581,594 Expenses: $8,108,430

Contents

    Synergos Institute also operates the Global Philanthropists Circle (GPC), whose membership includes over 400 philanthropists from more than 30 countries; 6 its Senior Fellows Network that directly works in Egypt, the Palestinian territories, Jordan, Lebanon, and Morocco to addressing poverty and “equity”; 7 and consulting and philanthropic advisory services. 8

    Synergos Institute has received more than $50,000,000 in grants from the left-of-center Gates Foundation since January 2008. 9 The Institute has also received donations and grants from the Rockefeller Foundation, 10 the New Venture Fund, 11 Rockefeller Philanthropy Advisors, 12 the John Templeton Foundation, 13 ImpactAssets, 14 the NoVo Foundation, and others. 15

    History and Leadership

    Synergos Institute was founded in 1986 by Peggy Dulany, a daughter of David Rockefeller and a member of the prominent Rockefeller family. 2 3 4

    Henry van Eeghen and Marilia Bezerra are co-executive directors of Synergos. 16 The Institute’s board of directors includes Liesel Pritzker Simmons, a prominent investor and donor to left-leaning political causes and member of the Pritzker family. 17

    Activities and Funding

    The Synergos Institute is a global organization that serves as an “important hub for the global philanthropy of wealthy families.” 1 18 The institute aims to reduce global poverty by connecting philanthropists; building partnerships between government, business, and civil society; and advising organizations how to achieve social impact. The institute’s work focuses on issues including health, nutrition, agriculture, and youth employment. 19 Critical race theory-influenced principles of “equity and social justice” are two of the institute’s core values. 5

    Global Philanthropists Circle

    In 2001, Peggy Dulany and her father David Rockefeller, Sr., established the Global Philanthropists Circle (GPC), with a commitment to create a more “just, equitable, peaceful, and regenerative world” 6 20 21 following several dinner meetings on the topic in 2000. 22 As of January 2022, GPC’s invite-only membership includes over 100 families and 400 philanthropists from more than 30 countries. 6 In 2005, GFC pursued the critical race theory-influenced concept of “restorative justice.” The group has met with world leaders and includes the founder of the left-of-center Lodestar Foundation. 21

    GPC hosts workshops, site visits, retreats, and informal gatherings to help its members increase their social impact. In 2019, Synergos spent $2,518,753 to operate its global and regional philanthropy leader networks, including GFC. 7

    Senior Fellows Program

    In 1999, Synergos launched the Senior Fellows Network for individuals who demonstrate a commitment to changing systems that perpetuate poverty, are viewed as respected advocates for the poor, and believe in the power of partnerships to solve problems. 23 Senior Fellows specifically work in Egypt, the Palestinian territories, Jordan, Lebanon, and Morocco on issues including addressing poverty and the critical race theory-influenced concept of equity. 24

    Consulting Activities

    Synergos also provides consulting and philanthropic advisory services. 8 It has provided advisory services to Alwaleed Philanthropies, Bloomberg Philanthropies, the British Council, Conservation International, eBay Foundation, Bill and Melinda Gates Foundation, GCNYC The Fair Fashion Center, Mondelez International Foundation, Pepsico Foundation, Shell Foundation, Unilever Foundation, and the Walmart Foundation. 25

    Funding

    In 2019, Synergos Institute received $11,504,167 of grants and contributions and $3,152,733 of program service fees. In 2018 the institute received $10,992,572 of grants and contributions and $1,904,116 of program service fees. 24

    In 2019, the institute spent $2,518,753 to operate its global and regional philanthropy leader networks, including the Global Philanthropists Circle (GFC) and the Senior Fellows Network. 24 That same year, Synergos spent $4,784,902 on a project with the Ethiopian government to support agricultural growth; spent $2,656,503 on similar projects in Nigeria, Namibia, and South Africa; and spent $1,954,530 on a small shareholder agricultural project in Nigeria. 26

    Synergos Institute has received more than $50,000,000 in grants from the Bill and Melinda Gates Foundation since January 2008. 9 This includes grants worth $2,478,021 and $554,013 in 2019; a $6,605,261 grant in 2018; a $4,196,688 grant in 2016; a $7,394,287 grant in 2015; and a $10,061,631 grant in 2014. 9 27 28 29

    Between January 2019 and December 2022, Synergos Institute received grants totaling $240,000 from the Rockefeller Foundation 10 30

    In 2017, Synergos Institute received $1,000,215 in consulting fees from the John E. Fetzer Institute 31 and grants of $254,800 from the Rockefeller Philanthropy Advisors. 12

    In 2016 the institute received grants of $130,000; $67,135; and $20,000 from the Paul G. Allen Family Foundation 32 and $80,000 from the John Templeton Foundation in 2016. 13 In 2015, the institute also received grants totaling $200,000 from the Rockefeller Foundation; 33 $302,000 from Rockefeller Philanthropy Advisors; 34 $50,600 from ImpactAssets; 14 $25,000 from the Mai Family Foundation 35 and $25,000 from the NoVo Foundation in 2015. 15 In 2014, the institute received a $115,000 grant from the John Templeton Foundation. 36

    Between 1988 and 2000, Synergos Institute received $2,929,000 of grants from the John D. and Catherine T. MacArthur Foundation. 37

    Synergos has also received financial support from organizations including the Flora Family Foundation as well as the Mimi and Peter Haas Fund. 38

    Leadership

    Peggy Dulany, daughter of David Rockefeller Fund founder David Rockefeller, is the founder of Synergos and the chair of its board of directors as well as the owner of J Bar L Ranch, a ranch based in Twin Bridges, Montana, and an owner of an environmental-tourism business in Namibia. Previously, she was a senior vice president and head of the Youth Employment, Education, and Community Affairs programs at the Partnership for New York (another organization also founded by her father), as well as board of member of organizations including the Stone Barns Center for Food and Agriculture, the Rockefeller Brothers Fund, and the Africa-America Institute. Additionally, Dulany is a donor to Democratic Party candidates and aligned left-of-center causes, particularly in the state of Montana. 39 40 41

    Elliott Donnelley II is the vice chair of Synergos’s board of directors as well as a founding general partner of the White Sand Investor Group LP (an investment partnership of the Chicago-based Donnelley family), founder of KD Venture Partners, advisory board member of Stanford University’s Long-Term Investment Initiative, member of the board of trustees of the Liechtenstein Global Trust’s (LGT) Venture Philanthropy Foundation (a foundation of the Royal Family of Lichtenstein and LGT Bank), chairman of the board of the Philanthropy Workshop, trustee of the Global Sustainability Network, and trustee of the Long-Term Investment Organization (an affiliate of the Institutional Investor Round Table). Previously, he was an advisor to the China Global Philanthropy Institute and a teacher at the University of Aeronautics and Astronautics in Beijing, China. 42

    Camille Massey is the president and CEO of Synergos. Previously, she was the founding executive director of the Sorensen Center for International Peace and Justice at City University of New York Hunter College, the vice president for global strategy and programs at the Council on Foreign Relations, a senior staffer at Human Rights First, founder of Cue Global (a consulting firm, which offered strategic, policy, legal, and advocacy services to international organizations), senior staffer at the International AIDS Vaccine Initiative, human rights fellow at the Carter Center, and board member of Let’s Breakthrough. Additionally, Massey is a board member of Outright International, advisory board member of Global Witness, member of the American Bar Association, advisory board member of the Center for Business and Human Rights at New York University, advisory board member at House of SpeakEasy, and advisory board member of Syracuse University’s S.I. Newhouse School of Public Communications. 43

    Marc J. Sokol is the chief operating officer of Synergos as well as board member of the Uhai East African Sexual Health and Rights Initiative USA (Uhai EASHRI). Previously, he was the interim executive director of Let’s Breakthrough. 44

    Jamie Webb is the managing director of Synergos’s Global Philanthropists Circle. Previously, he held senior roles with organizations including the Prince’s Trust, the Elton John AIDS Foundation, and Help for Heroes. 45

    Ferne Mele is the director of program planning and monitoring at Synergos as well as a board member of Compagnia de’ Colombari, a theater group based in Orvieto, Italy. Previously, she was the development manager at Women’s World Banking, manager in the equity research department at Euromobiliare, and consultant to IFAP, a training institute of the Istituto per la Ricostruzione Industriale in Rome. 46

    Melissa Durda is the senior director of the Bridging Leadership program at Synergos. Previously, she created and managed a philanthropy program at the Forum 2000 Foundation. 47

    Perry Landman is the managing director of development at Synergos. Previously, he was the director of institutional partnerships at City Harvest in New York, deputy director of the United Nations Children’s Fund USA, citizen philanthropist associate at Citizen Effect, and a foundations and corporate relations staffer at the Rainforest Alliance. 48 49

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $22,283,930 $5,581,594 $8,108,430 View
    2023 $22,966,467 $4,751,528 $7,028,835 View
    2022 $22,856,498 $5,743,927 $8,472,164 View
    2021 $29,120,560 $14,037,043 $7,709,174 View
    2020 $25,556,198 $4,862,820 $11,052,700 View

    Prior year filings: 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011

    Revenue Detail

    Expenses Detail

    Employee Compensation

    • Number of Employees: 17

    Highest Earning Employees

    EmployeeTitleTotal Compensation
    Camille MasseyPRESIDENT & CEO$314,044
    Jackie KazantzisDIRECTOR, FINANCE & OPERATIONS$170,438
    Chong-lim LeeSENIOR DIRECTOR, GLOBAL PROGRAM$146,417
    Medina A OlalekanSENIOR MANAGER, HR & OPERATIONS$100,712

    Grant Activity

    All-time grants received statistics from Candid dataset:

    • Total Grant Value: $91,096,399
    • Number of Grants: 762
    • Number of Funders: 166

    Selection of highest value grants received from the last seven years:

    AmountYearFunderSubject
    $1,485,3162022 Leona M & Harry B Helmsley Charitable TrustIMPROVING LIVES AND LIVELIHOODS OF SMALLHOLDER FARMERS
    $1,485,3162021 Leona M & Harry B Helmsley Charitable TrustIMPROVING LIVES AND LIVELIHOODS OF SMALLHOLDER FARMERS
    $1,063,5182023 Leona M & Harry B Helmsley Charitable TrustIMPROVING LIVES AND LIVELIHOODS OF SMALLHOLDER FARMERS
    $998,5532022 Leona M & Harry B Helmsley Charitable TrustIMPROVING LIVES AND LIVELIHOODS OF SMALLHOLDER FARMERS
    $426,5152020 Results for Development Institute IncRESEARCH AND TECHNICAL ASSISTANCE GRANTS
    $426,2502024 Donor Advised Charitable Giving, Inc.INTERNATIONAL, FOREIGN AFFAIRS
    $410,0002021 Rockefeller Philanthropy Advisors, Inc.GENERAL
    $376,0002020 The Bloomberg Family Foundation IncTO SUPPORT DROWNING PREVENTION
    $365,0002020 Rockefeller Philanthropy Advisors, Inc.GENERAL
    $350,0002022 ROCKEFELLER FAMILY FUND INCGENERAL SUPPORT
    $272,0002021 The Bloomberg Family Foundation IncTO SUPPORT DROWNING PREVENTION
    $233,4722021 Results for Development Institute IncRESEARCH AND TECHNICAL ASSISTANCE GRANTS
    $209,2982020 John Templeton FoundationSYNERGOS SPIRITUAL CIVILIZATION GROUP
    $200,0002024 The Ford FoundationCore support for the Innovation Fund to map, track, measure and communicate Synergos’ role in driving progress on complex, global social issues through a collaborative, community centered approach
    $200,0002022 The Rockefeller FoundationGrant toward the costs of strengthening and developing the Climate and Environment Collaborative Community, an effort to build collaborative connections between global climate leaders to share learnings, best practices, and opportunities for collective action to mitigate the effects of climate change
    $180,0002023 Freedom Together FoundationCLIMATE EXPLORATION PROJECT
    $159,5062025 Leona M & Harry B Helmsley Charitable TrustExit Management of the Centers of Excellence
    $150,0002025 John E Fetzer Institute IncIN SUPPORT OF THE SPIRITUAL CIVILIZATION GROUP
    $150,0002024 John E Fetzer Institute IncIN SUPPORT OF THE SPIRITUAL CIVILIZATION GROUP
    $150,0002023 John E Fetzer Institute IncTO SUPPORT THE CONTINUATION AND EXPANSION OF THE SPIRITUAL CIVILIZATION GROUP
    $126,0002023 ImpactAssetsGENERAL SUPPORT
    $125,0002022 John E Fetzer Institute IncSUPPORTS THE CONTINUATION AND EXPANSION OF THE SPIRITUAL CIVILIZATION GROUP
    $125,0002020 John E Fetzer Institute IncSupporting activities of the spiritual civilization group, part of the global philanthropists circle
    $106,0002022 The Bloomberg Family Foundation IncTO SUPPORT DROWNING PREVENTION
    $100,0002024 ImpactAssetsGENERAL SUPPORT

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $2,176,610
    • Number of Grants: 11
    • Number of Recipients: 7

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $1,165,3692024 Multiple ETHIOPIA RecipientsCONSTRUCTION OF CENTER OF EXCELLENCE
    $197,2982022 Multiple South Asia RecipientsCHILD DROWNING PREVENTION.
    $195,0002020 Multiple South Asia RecipientsCHILD DROWNING PREVENTION
    $144,8202020 Multiple Sub-Saharan Africa RecipientsADDIS CLEAN RIVER PROJECT
    $80,9932021 Multiple SOUTH AMERICA RecipientsRESILIENCE & WELLBEING PROGRAM IN LATIN AMERICA
    $16,0002020 Multiple EUROPE (INCLUDING ICELAND & GREENLAND) RecipientsELIMINATION OF UNLAWFUL FORCED LABOR, RELIEF OF UNEMPLOYMENT AND PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC GROWTH.
    $9,5002021 Multiple SOUTH AMERICA RecipientsCOLLECTIVE ACTION PROJECT SUPPORTING AMAZON CONSERVATION
    $6,3682021 Multiple Sub-Saharan Africa RecipientsSUPPORT VULNERABLE WOMEN AND THEIR CHILDREN AND ADDRESS GENDER VIOLENCE IN SOUTH AFRICA

    References

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