2024-11-09T17:22:46-06:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2023-01-01 726024398 THE WILLIAM B WIENER JR FOUNDATION WILL 3184243661 330 MARSHALL STREET 640 SHREVEPORT LA 711013036 DONALD B WIENER PRESIDENT 3184243661 2024-11-09 1 1 EVA MRUK P00543254 2122862600 2024-11-08 2023 2024-10-15 13:58:12Z DONALD B WIENER 330 MARSHALL STREET 640 SHREVEPORT LA 711013036 52640393 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 2963352 30454265 0 0 2963352 30454265 1730000 53116073 0 0 0 0 0 0 0 354275 571808 2084275 53687881 879077 -23233616 43300325 5961828 475000 0 42825325 5961828 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 53171436 53116073 0 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. 53171436 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 3.00 X X 0 0 0 DAVID ROCKEFELLER JR VICE PRESIDENT 2.00 0.00 X X 0 0 0 JAY R HALFON TREASURER AND ASSISTANT SECRETARY 2.00 0.00 X X 0 0 0 JEFFREY W WEISS SECRETARY 2.00 1.00 X X 0 0 0 ELIZABETH MAYO EXECUTIVE DIRECTOR 10.00 5.00 X 0 72000 0 WILLIAM B WIENER JR VICE PRESIDENT AND ASST. TREASURER 10.00 2.00 X 0 0 0 0 72000 0 0 0 0 0 0 1578857 1578857 51061536 22186128 28875408 28875408 28875408 30454265 0 0 30454265 53116073 53116073 46724 46724 55916 55916 97115 97115 55363 55363 6539 6539 163696 163696 3305 3305 ROYALTY & PROPERTY TAXE 72898 72898 LEASE OPERATING EXPENSE 54943 54943 FOREIGN TAXES 15309 15309 53687881 53171436 516445 0 10993922 1310187 27955833 0 3728133 4531558 622437 120083 43300325 5961828 475000 0 475000 0 X 42825325 5961828 0 0 42825325 5961828 43300325 5961828 -23233616 -13629881 0 X X 0 1 X 0 0 X X 1 ROCKEFELLER FAMILY FUND INC 136257658 7 1 53116073 0 1 53116073 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 REAL ESTATE AND NATURAL RESOURCES 4531558 F 4531558 X 58705082 -13629881 95400672 81770791 -23065709 97115 53422859 53519974 30454265 34227043 34059136 34059136 167907 97115 53422859 53519974 53687881 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, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM RELATED PARTY 95,400,672. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS DUE TO CONSOLIDATION 53,116,013. OTHER EXPENSES REPORTED ON PART IX 306,846. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM RELATED PARTY 34,059,136. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS DUE TO CONSOLIDATION 53,116,013. OTHER EXPENSES REPORTED ON PART IX 306,846. 1 ROCKEFELLER FAMILY FUND INC 475 RIVERSIDE DRIVE SUITE 900 NEW YORK NY 10115 136257658 501(C)(3) 53116073 0 SUPPORT FOR RFF PROGRAMS: ENVIRONMENT, DEMOCRACY, AND OTHER CHARITABLE PURPOSES 1 0 PART I, LINE 2: THE FOUNDATION MONITORS THE USE OF GRANT FUNDS IN A VARIETY OF WAYS. THE FOUNDATION MAY REQUIRE AN ANNUAL NARRATIVE REPORT OF ACTIVITIES FINANCED BY THE GRANT AND LARGER GRANTEE PROJECT OF WHICH THE GRANT IS A PART. IF RELEVANT, A FINANCIAL REPORT DETAILING THE EXPENDITURE OF GRANT FUNDS MAY BE REQUIRED. LARGER GRANTS MAY BE DISTRIBUTED IN AT LEAST TWO PAYMENTS, WITH THE LATTER PAYMENT RELEASED ONLY AFTER A REVIEW OF THE GRANTEE'S WORK DURING THE PREVIOUS PERIOD. FOR SIGNIFICANT GRANTS, THE FOUNDATION REGULARLY SPEAKS WITH THE GRANTEE THROUGHOUT THE GRANT PERIOD TO ASSESS THE GRANTEE'S PERFORMANCE AND DISCUSS CORRECTIVE ACTION, IF NECESSARY. 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., CAN ELECT 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. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. 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 853170 105573 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