2025-11-13T13:07:48-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2024-01-01 726024398 THE WILLIAM B WIENER JR FOUNDATION WILL 3184243661 330 MARSHALL STREET 640 SHREVEPORT LA 711013036 DONALD B WIENER PRESIDENT AND ASST. TREASURER 3184243661 2025-11-13 1 1 EVA MRUK P00543254 2122862600 2025-11-12 2024 2025-03-06 01:10:19Z DONALD B WIENER 330 MARSHALL STREET 640 SHREVEPORT LA 711013036 657921 0 X N/A X 1963 LA TO SUPPORT THE ROCKEFELLER FAMILY FUND, INC., A PUBLIC CHARITY WHOSE MISSION IS TO PROMOTE A SUSTAINABLE, JUST, FREE, AND PARTICIPATORY SOCIETY. 5 5 0 6 0 0 0 0 0 0 30454265 657921 0 0 30454265 657921 53116073 1100000 0 0 0 0 0 0 0 571808 325085 53687881 1425085 -23233616 -767164 5961828 4605672 0 0 5961828 4605672 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. 0 0 1144291 1100000 0 THE WILLIAM B. WIENER, JR. FOUNDATION MAKES GRANTS 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 AND THE ENVIRONMENT TO PROMOTE A SUSTAINABLE, JUST, FREE, AND PARTICIPATORY SOCIETY AS WELL AS TO SUPPORT GOVERNMENT REFORM AND EDUCATION. 1144291 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X GREGORY STINSON 3184243661 330 MARSHALL STREET 640 SHREVEPORT LA 711013036 DONALD B WIENER PRESIDENT AND ASST. TREASURER 2.00 1.00 X X 0 0 0 MIRANDA KAISER VICE PRESIDENT 2.00 4.00 X X 0 0 0 DAVID ROCKEFELLER JR VICE PRESIDENT 2.00 0.00 X X 0 0 0 JEFFREY W WEISS SECRETARY 2.00 1.00 X X 0 0 0 JAY R HALFON TREASURER AND ASST. SECRETARY 2.00 0.00 X X 0 0 0 ELIZABETH MAYO EXECUTIVE DIRECTOR 10.00 5.00 X 0 72000 0 0 72000 0 0 0 0 0 0 657396 657396 525 0 525 525 525 657921 0 0 657921 1100000 1100000 40592 40592 55193 55193 44291 44291 12537 12537 84639 84639 2255 2255 LEASE OPERATING EXPENSE 52019 52019 ROYALTY & PROPERTY TAXE 31270 31270 FOREIGN TAXES 2289 2289 1425085 1144291 280794 0 1310187 792712 4531558 3741470 120083 71490 5961828 4605672 0 0 X 5961828 4605672 5961828 4605672 5961828 4605672 -767164 -588992 0 X X 0 1 X 0 0 X X X 1 ROCKEFELLER FAMILY FUND INC 136257658 7 1 1100000 0 1 1100000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 REAL ESTATE AND NATURAL RESOURCES 3741470 F 3741470 X 61292842 -588992 62494130 61905138 -612296 1270217 1270217 657921 47604103 47449235 47449235 154868 1270217 1270217 1425085 PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) SUBTOPIC 740-10, ACCOUNTING FOR INCOME TAXES, WHICH ADDRESSES THE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD FOR THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC SUBTOPIC 740-10 ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURES. THE FOUNDATION HAS CONCLUDED THAT THERE WERE NO UNCERTAINTIES TO DISCLOSE. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM RELATED PARTY 62,494,130. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS DUE TO CONSOLIDATION 1,100,000. OTHER EXPENSES REPORTED ON PART IX 170,217. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM RELATED PARTY 47,449,235. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS DUE TO CONSOLIDATION 1,100,000. OTHER EXPENSES REPORTED ON PART IX 170,217. 1 ROCKEFELLER FAMILY FUND INC 475 RIVERSIDE DRIVE SUITE 900 NEW YORK NY 10115 136257658 501(C)(3) 1100000 0 SUPPORT FOR RFF PROGRAMS: ENVIRONMENT, DEMOCRACY, AND OTHER CHARITABLE PURPOSES 1 0 PART I, LINE 2: THE WILLIAM B. WIENER, JR. FOUNDATION IS A SUPPORTING ORGANIZATION TO THE ROCKEFELLER FAMILY FUND, INC. (RFF) AND MAKES GRANTS ALIGNED WITH PROGRAM PRIORITIES APPROVED ANNUALLY BY RFF. UNDER THE RFF-WBWJF PARTNERSHIP LETTER, ALL GRANT ACTIVITY AND DISBURSEMENTS FOLLOW RFF'S ESTABLISHED GRANTMAKING AND REPORTING PROCEDURES. THE GRANTS COMMITTEE REVIEWS AND RECOMMENDS GRANTS, AND THE FINANCE COMMITTEE OVERSEES FUNDING LEVELS AND COMPLIANCE WITH THE APPROVED BUDGET. BEFORE APPROVAL, THE FOUNDATION VERIFIES EACH PROSPECTIVE GRANTEE'S PUBLIC-CHARITY STATUS BY REVIEWING ITS IRS DETERMINATION LETTER, MOST RECENT FORM 990 OR AUDITED FINANCIALS, AND OTHER DUE-DILIGENCE MATERIALS. GRANTS MAY BE GOVERNED BY A WRITTEN AGREEMENT OUTLINING PERMITTED USES, REPORTING REQUIREMENTS, AND RESTRICTIONS ON LOBBYING OR PRIVATE BENEFIT. THE FOUNDATION MONITORS GRANTS THROUGH PROGRESS AND FINANCIAL REPORTS, AND FOR LARGER OR MULTI-YEAR AWARDS, RELEASES SUBSEQUENT PAYMENTS ONLY AFTER A REVIEW OF THE GRANTEE'S WORK DURING THE PREVIOUS PERIOD. THESE PROCEDURES ENSURE THAT ALL FUNDS ARE USED EXCLUSIVELY FOR CHARITABLE PURPOSES CONSISTENT WITH THE FOUNDATION'S MISSION AND BOARD-APPROVED OVERSIGHT FRAMEWORK. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERSHIP TO BE KNOWN AS CLASS R AND CLASS W. CLASS R INCLUDES ITS SOLE MEMBER, THE ROCKEFELLER FAMILY FUND, INC. CLASS W INCLUDES MEMBERS OF THE BOARD OF DIRECTORS WHO ARE NOT APPOINTEES OF THE ROCKEFELLER FAMILY FUND, INC. AND MAY ONLY BE COMPRISED OF DESCENDANTS OF SAMUEL G. WIENER, JR. FORM 990, PART VI, SECTION A, LINE 7A THE CLASS R, SOLE MEMBER OF THE ORGANIZATION, ROCKEFELLER FAMILY FUND, INC., ELECTS THE MAJORITY OF THE BOARD OF DIRECTORS. THE CLASS W MEMBERS OF THE ORGANIZATION CAN ELECT THE REMAINING MINORITY OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED BY THE VOTE OF AT LEAST FOUR OF THE BOARD OF DIRECTORS, WHOSE MAJORITY WAS ELECTED BY THE CLASS R SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE ITS FORM 990 AND HAS IMPLEMENTED A COMPREHENSIVE REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS BOTH COMPLETE AND ACCURATE. ONCE THE FORM 990 IS PREPARED, IT UNDERGOES A DETAILED REVIEW BY KEY EXECUTIVES OF THE ORGANIZATION AND ITS RELATED ORGANIZATION BEFORE BEING PRESENTED TO THE ORGANIZATION BY ITS OUTSIDE TAX PROFESSIONALS. THIS PRESENTATION IS MADE TO SOME OF THE MEMBERS OF THE GOVERNING BOARD, INCLUDING THE PRESIDENT/ASSISTANT TREASURER AND THE TREASURER/ASSISTANT SECRETARY, AS WELL AS KEY EXECUTIVES FROM ITS SUPPORTING AND AFFILIATED ORGANIZATIONS, AND LEGAL COUNSEL. DURING THIS OVERVIEW, A THOROUGH REVIEW WITH A COLLABORATIVE APPROACH IS CONDUCTED WITH QUESTIONS RAISED AND ADDRESSED THROUGHOUT THE DISCUSSION TO CLARIFY ANY UNCERTAINTIES AND TO VERIFY THE INTEGRITY OF THE INFORMATION REPORTED. FOLLOWING THIS REVIEW, THE FINALIZED FORM 990 IS ELECTRONICALLY SENT TO THE BOARD FOR FORMAL APPROVAL. UPON RECEIVING THE BOARD'S APPROVAL AND CONSENT, THE RETURN IS PROMPTLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON HAS: (A) RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (B) READ AND UNDERSTANDS THE POLICY, (C) AGREED TO COMPLY WITH THE POLICY, (D) SUBMITTED A STATEMENT TO THE SECRETARY IDENTIFYING TO THE BEST OF SUCH INDIVIDUAL'S KNOWLEDGE (I) ANY ENTITY OF WHICH SUCH INDIVIDUAL IS AN OFFICER, DIRECTOR, TRUSTEE, MEMBER, OWNER, OR EMPLOYEE AND WITH WHICH THE ORGANIZATION HAS A RELATIONSHIP, AND (II) ANY TRANSACTION IN WHICH THE ORGANIZATION IS A PARTICIPANT AND IN WHICH THE INDIVIDUAL MIGHT HAVE A CONFLICTING INTEREST, AND (III) ANY RELATED PARTY TRANSACTIONS, AND (E) UNDERSTANDS THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. STEPS IN DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IN NO EVENT SHALL AN INTERESTED PERSON INFLUENCE IMPROPERLY THE DELIBERATION OR VOTING ON THE MATTER GIVING RISE TO A CONFLICT OR POSSIBLE CONFLICT. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE AS REQUIRED BY LAW. FORM 990, PART XII, LINE 2C: THE FILING ORGANIZATION DOES NOT HAVE A SEPARATE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. HOWEVER, THE FILING ORGANIZATION'S RELATED ORGANIZATION, ROCKEFELLER FAMILY FUND, DOES HAVE SUCH A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR SELECTION ON BEHALF OF THE FILING ORGANIZATION. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MONAD WERNER LLC 330 MARSHALL STREET SUITE 640 SHREVEPORT LA 71101 208677281 OIL & GAS LA 625234 437031 THE WILLIAM B WIENER JR FOUNDATION ROCKEFELLER FAMILY FUND INC 475 RIVERSIDE DRIVE SUITE 900 NEW YORK NY 10115 136257658 TO PROMOTE A SUSTAINABLE, JUST, FREE, PARTICIPATORY SOCIETY NY 501(C)(3) LINE 7 N/A 0 EVOLVE FOUNDATION 330 MARSHALL STREET SUITE 630 SHREVEPORT LA 71101 474173051 GRANTMAKING LA 501(C)(3) PF N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0