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Nonprofiteer
← THE WILLIAM B WIENER JR FOUNDATION

Form 990 for tax year 2023

Filed by THE WILLIAM B WIENER JR FOUNDATION.

Totals

Total revenue
$30,454,265
Total expenses
$53,687,881
Contributions and grants received
$0
Grants paid
$53,116,073
Program service revenue
$0
Investment income
$30,454,265
Other revenue
$0
Total assets, end of year
$5,961,828
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,961,828
Program services expenses (Part IX)
$53,171,436
Management and general expenses
$516,445
Fundraising expenses
$0
Program service expenses (Part III)
$53,171,436

Program services were 99.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $1,578,857 · excluded $1,578,857

  • 7a · Gross sales of assets other than inventory

    securities $51,061,536

  • 7b · Less cost or other basis and sales expenses

    securities $22,186,128

  • 7c · Gain or loss

    securities $28,875,408

  • 7d · Net gain or loss

    total $28,875,408 · excluded $28,875,408

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $53,116,073 · program services $53,116,073

  • 11b · Fees: legal

    total $46,724 · management and general $46,724

  • 11c · Fees: accounting

    total $55,916 · management and general $55,916

  • 11f · Fees: investment management

    total $97,115 · management and general $97,115

  • 11g · Fees: other

    total $55,363 · program services $55,363

  • 13 · Office expenses

    total $6,539 · management and general $6,539

  • 22 · Depreciation, depletion and amortization

    total $163,696 · management and general $163,696

  • 23 · Insurance

    total $3,305 · management and general $3,305

  • 24a · Other expenses: ROYALTY & PROPERTY TAXE

    total $72,898 · management and general $72,898

  • 24b · Other expenses: LEASE OPERATING EXPENSE

    total $54,943 · management and general $54,943

  • 24c · Other expenses: FOREIGN TAXES

    total $15,309 · management and general $15,309

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $10,993,922 · end of year $1,310,187

  • 11 · Investments: publicly traded securities

    beginning of year $27,955,833 · end of year $0

  • 12 · Investments: other securities

    beginning of year $3,728,133 · end of year $4,531,558

  • 15 · Other assets

    beginning of year $622,437 · end of year $120,083

  • 18 · Grants payable

    beginning of year $475,000 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $42,825,325 · end of year $5,961,828

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

TYPE I SUPPORTING ORGANIZATION TO ROCKEFELLER FAMILY FUND, INC. A PUBLIC CHARITY WHOSE MISSION IS TO INITIATE, CULTIVATE, AND FUND STRATEGIC EFFORTS TO PROMOTE A SUSTAINABLE, JUST, FREE, AND PARTICIPATORY SOCIETY.

Activities or mission (Part I)

TO SUPPORT THE ROCKEFELLER FAMILY FUND, INC., A PUBLIC CHARITY WHOSE MISSION IS TO PROMOTE A SUSTAINABLE, JUST, FREE, AND PARTICIPATORY SOCIETY.

  • GRANTMAKING - THE WILLIAM B. WIENER, JR. FOUNDATION MAKES GRANTS ($53,116,073 FOR 2023) FOR THE BENEFIT OF, TO PERFORM FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE ROCKEFELLER FAMILY FUND IN CORE PROGRAM AREAS INCLUDING CIVIL LIBERTIES, EDUCATION, ENVIRONMENT, ARCHITECTURE, GOVERNMENT REFORM AND HEALTH CARE.

    Expenses $53,171,436 · Grants $53,116,073

As filed on the 2023 return.

Listed in Part VII

  • Donald B Wiener

    PRESIDENT AND ASST. TREASURER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Miranda Kaiser

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • David Rockefeller Jr

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Jay R Halfon

    TREASURER AND ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey W Weiss

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Elizabeth Mayo

    EXECUTIVE DIRECTOR

    Total calculated
    $72,000
    From this org
    $0
    From related orgs
    $72,000
    Other
    $0
    Hours/week
    10 + 5 related

  • William B Wiener Jr

    VICE PRESIDENT AND ASST. TREASURER

    Total calculated
    $0
    Hours/week
    10 + 2 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • MONAD WERNER LLC

    OIL & GAS · LA · income $853,170 · assets $105,573

    Directly controlled by THE WILLIAM B WIENER JR FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
9 November 2024
IRS schema version
2023v5.1
Source object
202433149349300028

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