2024-11-05T08:27:27-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 821829984 The Wisner Family Foundation % Foundation Source WISN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 SEAN WISNER PRESIDENT 8008391754 2024-10-31 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 4757935 X 900000 504 504 49169 49169 -7922 1285817 0 90824 43508 1032575 93181 0 6250 6250 0 0 600 23849 3648 19601 30699 9898 0 19601 113000 113000 143699 9898 0 132601 888876 83283 338556 9028 9028 900000 400000 900000 900000 260186 260186 223073 911651 991754 1098338 25135 309442 307046 1106290 1460284 2220450 3041818 3930694 4757935 0 0 X 3041818 3930694 3041818 3930694 3041818 3930694 3041818 888876 3930694 3930694 Publicly-traded Securities 1285817 1243790 42027 42027 Sec 751 Gain on Sale of Ptshp Reclass -49949 -7922 1158 1158 1158 1480 0 1480 X 0 322 322 false false false false false true true false true true CO true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false false false false false false false false false false false false false false false false false false Wendy Knox Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Sean Wisner Foundation Source 501 Silverside Rd Wilmington DE 198091377 CFO, Dir, SEC 1.0 0 0 0 Terry Wisner Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 1667396 79343 2400679 4147418 0 4147418 62211 4085207 204260 204260 1158 5183 6341 197919 197919 197919 132601 0 0 0 0 132601 197919 107451 2021 2020 2019 132601 107451 25150 0 0 172769 0 0 Sean Wisner Terry Wisner X CHILDRENS HOUSE OF NORMAN INC 2323 CLASSEN BLVD NORMAN OK 73071 N/A PC 2023 Giving Tuesday Campaign fund 1000 FRIENDS OF THE WHITEHALL COMMUNITY LIBRARY INC PO BOX 659 WHITEHALL MT 59759 N/A PC General & Unrestricted 2000 JEFFERSON VALLEY COMMUNITY FOUNDATION PO BOX 144 WHITEHALL MT 59759 N/A PC funds To support the development of tennis/pickleball courts in the town of Whitehall, MT 100000 SANTA CRUZ VALLEY OPPORTUNITIES IN EDUCATION INC 2875 E FRONTAGE RD AMADO AZ 85645 N/A PC tuition fund for pre-K students meeting certain income eligibility guidelines 10000 113000 14 504 14 49169 18 -7922 K-1 Inc/Loss 525990 -2633 14 3508 Sec 751 Gain on Sale of Ptshp 525990 49949 INTEREST INCOME FROM LOAN RECEIVABLE 14 40000 47316 85259 132575 false false false false false false false false false false X X 1 Wisner Sean 1053 Point of Rocks Road Whitehall MT 59759 75000 X 2 Wisner Terrence O 2001 S Caminito Lindo Green Valley AZ 85622 825000 X X 2 CAPTEX BANCSHARES, INC CAPTEX BANCSHARES, INC, 50000 SH. 500000 2023-12-15 FORM 990-PF FORM 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. ALLY BANK SANDY UT CD - 3.000% 24307 24456 ALLY BK SANDY UTAH CD - 5.300% 37000 36991 BANK OF AMERICA - 5.300% - 05/ 50000 50020 CITIBANK - 5.350% - 06/12/2024 30000 30019 FIFTH THIRD BK - 5.350% - 02/2 50000 50009 FIFTH THIRD BK CINCINNATI STN 38000 37990 FIRST BUSINESS BK MILWAUKEE - 30000 30004 HOWARD UNIV SER 2020B BOND - 2 25135 22605 U S BK NATL ASSN CD - 5.150% - 25000 24952 EQUITRANS MIDSTREAM CORPORATIO 48400 50900 FIDELITY MSCI ENERGY INDEX ETF 242805 276480 KINDER MORGAN INC 87239 88200 SCHWAB HIGH YIELD BOND ETF 90224 90878 SCHWAB US BROAD MARKET 197634 222680 TRUIST FINANCIAL CORPORATION 325452 369200 260186 223073 ENTERPRISE PRODUCTS PARTNERS L 176719 184450 RANGE TECHNOLOGY VENTURES FUND 33565 36000 SITEPRO INC 750000 1500000 CAPTEX BANCSHARES, INC 500000 500000 General Consultations 6250 6250 Administrative Fees 19591 19591 K-1 Exp BLACK STONE MINERALS L 415 414 K-1 Exp ENERGY TRANSFER LP 879 290 K-1 Exp ENTERPRISE PRODUCTS PA 10 K-1 Exp RANGE TECHNOLOGY VENTU 2944 2944 State or Local Filing Fees 10 10 K-1 Inc/Loss BLACK STONE MINERALS LP 2431 2491 K-1 Inc/Loss ENERGY TRANSFER LP 1547 525 K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -3612 -17 K-1 Inc/Loss RANGE TECHNOLOGY VENTURES FUND II, L 509 509 INTEREST INCOME FROM LOAN RECEIVABLE 40000 40000 Sec 751 Gain on Sale ENERGY TRANSFER LP 31642 Sec 751 Gain on Sale ENTERPRISE PRODUCTS PARTNERS 17845 Sec 751 Gain on Sale BLACK STONE MINERALS LP 462 TRIVIE INC 400000 400000 2022-11 2029-01 INT & PRIN DUE AT MATURITY 10. NONE INVESTMENT NONE 0 NONE 0 BW INDUSTRIES INC 500000 500000 2023-01 2024-01 PRIN AT MATURITY, INT ACCRD MONTHLY 24. NONE INVESTMENT NONE 0 NONE 0 990-PF Estimated Tax for 2023 600