Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 03-01-2012 , and ending 02-28-2013
Name of foundation
THE WILLIAM B WIENER JR FOUNDATION
 
% W GREG STINSON
Number and street (or P.O. box number if mail is not delivered to street address)333 TEXAS STREET SUITE 2290SuiteRoom/suite
City or town, state, and ZIP code
SHREVEPORT, LA71101
A Employer identification number

72-6024398
B Telephone number (see instructions)

(318) 424-3661
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$30,762,807J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet
3 Interest on savings and temporary cash investments 1,933 1,933  
4 Dividends and interest from securities...... 129,080 129,080  
5a Gross rents.............. 3,721 3,721  
b Net rental income or (loss) 3,721
6a Net gain or (loss) from sale of assets not on line 10 192,313
b Gross sales price for all assets on line 6a 424,593
7 Capital gain net income (from Part IV, line 2)... 192,313
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,730,038 2,730,038  
12 Total. Add lines 1 through 11........ 3,057,085 3,057,085  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 35,985 32,610 0 3,375
c Other professional fees (attach schedule).... Click to see attachment 48,284 47,206   1,078
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 155,136 121,136    
19 Depreciation (attach schedule) and depletion... Click to see attachment 390,698 390,698  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,946     1,946
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 33,123 33,123    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 665,172 624,773 0 6,399
25 Contributions, gifts, grants paid........ 1,439,000 1,439,000
26 Total expenses and disbursements. Add lines 24 and 25 2,104,172 624,773 0 1,445,399
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 952,913
b Net investment income (if negative, enter -0-) 2,432,312
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 4,529,680 5,640,748 5,640,748
2 Savings and temporary cash investments.......... 8,378,547 8,408,202 8,408,202
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 3,379,324 Click to see attachment3,521,517 7,217,136
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet91,263
Less: accumulated depreciation (attach schedule) bullet   97,263 91,263 2,183,174
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 584,858 Click to see attachment651,553 7,313,547
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,969,672 18,313,283 30,762,807
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 16,969,672 18,313,283
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 16,969,672 18,313,283
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 16,969,672 18,313,283
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 16,969,672
2 Enter amount from Part I, line 27a..................... 2 952,913
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 390,698
4 Add lines 1, 2, and 3.......................... 4 18,313,283
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 18,313,283
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a TD BANKNORTH INC FRAC SHS P   2012-05-10
b MOTOROLA MOBILITY HOLDINGS 112 SHS P 2007-05-17 2012-05-23
c LAM RESEARCH CORPORATION .5 SHS P 2006-04-26 2012-06-07
d FRONTIER COMMUNICATIONS CORP 720 SHS P 2010-01-13 2012-11-12
e HEALTH MANAGEMENT ASSOCIATES 1,200 SHS P 2007-01-31 2012-11-12
JOHN WILEY & SONS INC 600 SHS P 2006-05-19 2012-11-12
MINE SAFETY APPLIANCES CO 300 SHS P 2005-10-12 2012-11-12
JOS A BANK CLOTHIERS INC 200 SHS P 2007-12-12 2012-11-13
JOS A BANK CLOTHIERS INC 1,300 SHS P 2007-12-12 2012-11-14
MATTSON TECHNOLOGY INC 1,900 SHS P 2008-06-12 2012-11-13
NORTHERN TRUST CORP 500 SHS P 2006-01-18 2012-11-16
LIBERTY PROPERTY TRUST 2,000 SHS P 2007-08-17 2012-11-23
LAM RESEARCH CORPORATION 1,237 SHS P 2005-10-20 2012-12-17
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 189     189
b 4,480   3,070 1,410
c 19   10 9
d 3,137   5,912 -2,775
e 9,684   23,380 -13,696
25,456   21,061 4,395
11,150   10,953 197
9,185   3,476 5,709
59,706   22,590 37,116
1,495   9,234 -7,739
23,689   27,505 -3,816
69,092   72,486 -3,394
45,483   25,412 20,071
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       189
b       1,410
c       9
d       -2,775
e       -13,696
      4,395
      197
      5,709
      37,116
      -7,739
      -3,816
      -3,394
      20,071
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 192,313
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 1,213,426 25,270,302 0.048018
2010 1,144,814 23,009,763 0.049753
2009 826,825 17,722,136 0.046655
2008 473,680 13,442,381 0.035238
2007 419,030 8,320,718 0.05036
2 Total of line 1, column (d) ...................... 2 0.230024
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.046005
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 30,168,974
5 Multiply line 4 by line 3....................... 5 1,387,924
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 24,323
7 Add lines 5 and 6......................... 7 1,412,247
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,445,399
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 24,323
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 24,323
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 24,323
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 29,232
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 20,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 49,232
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 24,909
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet24,909 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletLA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) Click to see attachment.............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletW GREG STINSON Telephone no.bullet (318) 424-3661
    Located atbullet333 TEXAS STREET SUITE 2290SHREVEPORTLA ZIP+4bullet71101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    WILLIAM B WIENER JR DIRECTOR/PRESIDENT
    0     		0 0 0
    333 TEXAS STREET SUITE 2290
    SHREVEPORT,LA71101
    DONALD B WIENER DIRECTOR/VICE-PRES. & SEC
    0     		0 0 0
    333 TEXAS STREET SUITE 2290
    SHREVEPORT,LA71101
    JEFFREY W WEISS DIRECTOR/TREASURER
    0     		0 0 0
    333 TEXAS STREET SUITE 2290
    SHREVEPORT,LA71101
    DAVID ROCKEFELLER JR DIRECTOR
    0     		0 0 0
    40 BATTERY STREET
    BOSTON,MA02108
    PETER G CASE DIRECTOR
    0     		0 0 0
    141 MORRIS AVENUE
    PROVIDENT,RI02096
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,452,217
    b
    Average of monthly cash balances.......................
    1b
    13,766,772
    c
    Fair market value of all other assets (see instructions)................
    1c
    9,409,411
    d
    Total (add lines 1a, b, and c).........................
    1d
    30,628,400
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    30,628,400
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    459,426
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    30,168,974
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,508,449
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,508,449
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    24,323
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    24,323
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,484,126
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,484,126
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    1,484,126
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,445,399
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,445,399
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    24,323
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,421,076
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 1,484,126
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 0
    b Total for prior years:2010, 2009, 2008 0
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010....... 44,540
    e From 2011....... 17,543
    fTotal of lines 3a through e......... 62,083
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 1,445,399
    a Applied to 2011, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 1,445,399
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2012. 38,727 38,727
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 23,356
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		23,356
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010.... 5,813
    d Excess from 2011.... 17,543
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    WILLIAM B WIENER JR
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    WILLIAM B WIENER JR
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    TRUSTEES FOR ALASKA
    1026 W 4TH AVENUE
    SUITE 201
    ANCHORAGE,AK99501     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 5,000
    ACLU FOUNDATION
    125 BROAD STREET
    18TH FLOOR
    NEW YORK,NY100042400     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 15,000
    FSEEE
    PO BOX 11615
    EUGENE,OR974403815     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 1,000
    ALASKA CONSERVATION FOUNDATION
    441 WEST FIFTH STREET
    SUITE 402
    ANCHORAGE,AK995012340     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 15,000
    AMERICANS UNITED FOR SEPARATION OF CHURCH & STATE
    518 C STREET NE
    WASHINGTON,DC20002     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 10,000
    ACLU - COLORADO
    400 CORONA STREET
    DENVER,CO80218     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 3,000
    GREENPEACE
    702 H STREET NW
    SUITE 300
    WASHINGTON,DC20001     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 5,000
    ALLIANCE FOR A JUST SOCIETY
    35185 EDMUNDS ST
    SEATLE,WA98118     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 35,000
    CHESAPEAKE CLIMATE ACTION NETWORK
    P O BOX 11138
    TAKOMA PARK,MD20913     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 25,000
    ALIANCE FOR EDUCATION
    820 JORDAN STREET
    SUITE 485
    SHREVEPORT,LA71101     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 10,000
    THE WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 15,000
    UNION OF CONCERNED SCIENTISTS
    TWO BRATTLE SQUARE
    CAMBRIDGE,MA022389105     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 15,000
    EARTHJUSTICE
    426 17TH STREET
    6TH FLOOR
    OAKLAND,CA94612     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 20,000
    THE INTERFAITH ALLIANCE FOUNDATION
    1212 NEW YORK AVENUE NW
    SUITE 1250
    WASHINGTON,DC200053987     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 15,000
    MAYO FOUNDATION
    13400 EAST SHEA BOULEVARD
    SCOTTSDALE,AZ85259     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 5,000
    ASPEN VALLEY COMMUNITY FOUNDATION ADVISED FUND
    110 E HALLAM STREET
    SUITE 126
    ASPEN,CO81611     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 36,000
    CENTER FOR CONSTITUTIONAL RIGHTS
    666 BROADWAY
    7TH FLOOR
    NEW YORK,NY10012     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 4,000
    DEMOCRACY NORTH CAROLINA
    1821 GREEN STREET
    DURHAM,NC27705     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 30,000
    DEMOS
    220 FIFTH AVE 2ND FL
    NEW YORK,NY10001     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 25,000
    AMERICAN RIVERS
    1101 14TH STREET NW
    SUITE 1400
    WASHINGTON,DC20005     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 2,000
    LIGHTHAWK
    P O BOX 653
    LANDER,WY82520     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 2,000
    NORTHWEST CENTER FOR ALTERNATIVES TO PESTICIDES
    PO BOX 1393
    EUGENE,OR974401393     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 1,000
    EL PUENTE
    211 SOUTH 4TH
    BROOKLYN,NY11211     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 20,000
    ROCK THE VOTE
    1001 CONNECTICUT AVENUE NW
    SUITE 640
    WASHINGTON,DC20036     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 5,000
    SOUTHERN INSTITUTE FOR EDUCATION AND RESEARCH
    MR BOX 1692
    31 MCALISTER DRIVE
    NEW ORLEANS,LA701185555     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 1,000
    COMPASSION AND CHOICES
    PO BOX 101810
    DENVER,CO802501810     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 5,000
    DEMOCRACY NOW
    207 WEST 25TH STREET
    11TH FLOOR
    NEW YORK,NY10001     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 3,000
    HIGH COUNTRY NEWS
    119 GRAND AVENUE
    PO BOX 1090
    PAONIA,CO81428     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 2,000
    TRUTHOUT
    PO BOX 276414
    SACRAMENTO,CA95827     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 5,000
    PROJECT ON GOVERNMENT OVERSIGHT
    1100 G STREET NW
    SUITE 900
    WASHINGTON,DC200057407     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 15,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    434 WEST 33RD STREET
    NEW YORK,NY10001     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 1,000
    MILITARY RELIGIOUS FREEDOM FOUNDATION
    13170-B CENTRAL AVENUE SE
    SUITE 255
    ALBUQUERQUE,NM87123     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 10,000
    FREEDOM FROM RELIGION FOUNDATION
    PO BOX 750
    MADISON,WI53701     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 20,000
    ADVOCATES FOR THE WEST
    PO BOX 1612
    BOISE,ID83701     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 2,000
    APPALACHIAN VOICES
    171 GRAND BLVD
    BOONE,NC28607     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 20,000
    ALTERNET
    DEPT 10GEN
    101 SPEAR STREET SUITE 203
    SAN FRANCISCO,CA94105     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 3,000
    THIRTEENWNET
    450 WEST 33RD ST
    NEW YORK,NY100012605     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 27,000
    COMMON CAUSE
    1133 19TH STREET NW
    9TH FLOOR
    WASHINGTON,DC20036     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 10,000
    GOVERNMENT ACCOUNTABILITY PROJECT
    1612 K STREET NW
    SUITE 1100
    WASHINGTON,DC20006     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 10,000
    GEORGE MASON UNIVERSITY FOUNDATION
    4400 UNIVERSITY DRIVE
    MSN 1A3
    FAIRFAX,VA22030     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 25,000
    JUST DETENTION INTERNATIONAL
    3325 WILSHIRE BOULEVARD
    SUITE 340
    LOS ANGELES,CA90010     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 1,000
    LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW
    1401 NEW YORK AVE NW
    SUITE 400
    WASHINGTON,DC20005     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 35,000
    OHIO CITIZEN ACTION ED FD
    614 WEST SUPERIOR AVE
    SUITE 1200
    CLEVELAND,OH44113     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 20,000
    ROCKFELLER FAMILY FUND
    475 RIVERSIDE DRIVE SUITE 900
    NEW YORK,NY10115     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 405,000
    RESOURCE MEDIA
    1900 13TH STREET
    SUITE 206
    BOULDER,CO80302     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 20,000
    GUTTAMACHER INSTITUTE
    125 MAIDEN LANE
    7TH FLOOR
    NEW YORK,NY10038     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 1,000
    COLUMBIA JOURNALISM SCHOOL
    2950 BROADWAY
    NEW YORK,NY10027     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 4,000
    COMMUNITY RENEWAL INTERNATIONAL
    PO BOX 4678
    SHREVEPORT,LA71134     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 4,000
    ENVIRONMENTAL INTEGRITY PROJECT
    1 THOMAS CIRCLE
    SUITE 900
    WASHINGTON,DC20005     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 25,000
    FEDERATION OF AMERICAN SCIENTISTS
    1725 DESALES STREET NW
    6TH FLOOR
    WASHINGTON,DC20036     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 5,000
    STATE VOICES
    500 GRISWOLD STREET
    SUITE 2850
    DETROIT,MI48226     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 40,000
    FREEPRESS
    40 MAIN STREET
    SUITE 301
    FLORENCE,MA01062     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 5,000
    STATE VOICES FLORIDA
    500 GRISWOLD STREET
    SUITE 2850
    DETROIT,MI48226     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 35,000
    EARTH ISLAND INSTITUTECOALSWARM
    2150 ALLSTON WAY
    SUITE 460
    BERKELEY,CA94704     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 10,000
    NEW YORK UNIVERSITY SCHOOL OF LAW
    139 MACDOUGAL
    THIRD FOLLR
    NEW YORK,NY10012     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 1,000
    INSTITUTE FOR LOCAL SELF-RELIANCE
    2001 S STREET NW
    SUITE 570
    WASHINGTON,DC20009     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 25,000
    LEAGUE OF CONSERVATION VOTERS
    1920 L STREET NW
    SUITE 800
    WASHINGTON,DC20036     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 3,000
    TULANE INSTITUTE ON WATER RESOURCES LAW & POLICY
    6329 FRERET STREET
    SUITE 155G
    NEW ORLEANS,LA70118     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 4,000
    VETERANS FOR COMMON SENSE
    900 2ND STREET NE
    SUITE 216
    WASHINGTON,DC20013     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 1,000
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH STREET NW
    SUITE 700
    WASHINGTON,DC200013723     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 2,000
    NEW VENTURE FUNDFAIR ELECTIONS LEGAL NETWORK
    734 15TH STREET NW
    SUITE 600
    WASHINGTON,DC20005     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 35,000
    SONORAN INSTITUTE
    7650 E BROADWAY BLVD
    SUITE 203
    TUSCON,AZ85710     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 10,000
    SOUTHERN POVERTY LAW CENTER
    P O BOX 548
    MONTGOMERY,AL36195     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 1,000
    ECO-ACCOUNTABILITY PROJSUSTAINABLE MARKETS FOUND
    45 WEST 36TH STREET
    6TH FLOOR
    NEW YORK,NY100187635     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 35,000
    THE COMMUNITY FOUNDATION
    401 EDWARDS STREET
    SHREVEPORT,LA71101     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 60,000
    THE INNOCENCE PROJECT
    100 FIFTH AVENUE
    3RD FLOOR
    NEW YORK,NY10011     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 5,000
    THE VOTER PARTICIPATION CENTER
    1640 RHODE ISLAND AVENUE NW
    SUITE 825
    WASHINGTON,DC20036     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 35,000
    UNITED WAY OF CENTRAL NEW MEXICO
    2340 ALAMO AVENUE
    2ND FLOOR
    ALBUQUERQUE,NM87106     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 39,000
    WESTERN ORGANIZATION OF RESOURCES COUNCIL ED PROJ
    220 SOUTH 27TH STREET
    BILLINGS,MT59101     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 20,000
    WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC
    161 AVENUE OF THE AMERICAS
    12TH FLOOR
    NEW YORK,NY10013     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 35,000
    350ORG
    ROCKEFLLER FAMILY FUND
    475 RIVERSIDE DRIVE
    NEW YORK,NY10115     		NONE EXEMPT CHARITABLE PURPOSE OF RECIPIENT 40,000
    Total .................................bullet 3a 1,439,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 131,013  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 192,313  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aROYALTY INCOME     15 2,730,038  
    bRENTAL INCOME     16 3,721  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   3,057,085  
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,057,085
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    THE WILLIAM B WIENER JR FOUNDATION
    EIN: 72-6024398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 35,985 32,610   3,375

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 DepreciationSchedule
    Name:
    THE WILLIAM B WIENER JR FOUNDATION
    EIN: 72-6024398
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    THE WILLIAM B WIENER JR FOUNDATION
    EIN: 72-6024398
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PUBLICLY TRADED SECURITIES 3,471,517 7,167,136
    PRIVATELY HELD SECURITIES 50,000 50,000

    TY 2012 InvestmentsOtherSchedule2
    Name:
    THE WILLIAM B WIENER JR FOUNDATION
    EIN: 72-6024398
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MONAD MICHIGAN, LLC AT COST 6,586 89,895
    MONAD SHUMAKER, LLC AT COST 36,032 366,640
    MONAD WERNER, LLC AT COST 447,098 6,646,086
    LOUIS WERNER (LA) AT COST 113,279 113,279
    LOUIS WERNER (TX) AT COST 10,337 10,337
    KINDER MORGAN, LP AT COST 38,221 87,310

    TY 2012 LandEtcSchedule2
    Name:
    THE WILLIAM B WIENER JR FOUNDATION
    EIN: 72-6024398
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2012 OtherExpensesSchedule
    Name:
    THE WILLIAM B WIENER JR FOUNDATION
    EIN: 72-6024398
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORESTRY EXPENSE 7,703 7,703    
    INSURANCE 1,813 1,813    
    LEASE EXPENSE 2,319 2,319    
    ADMINISTRATIVE EXPENSES 14,570 14,570    
    RENTAL EXPENSES 6,718 6,718    


    TY 2012 OtherIncomeSchedule2
    Name:
    THE WILLIAM B WIENER JR FOUNDATION
    EIN: 72-6024398
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 543,525 543,525  
    MONAD MICHIGAN, LLC ROYALTY INCOME 36,475 36,475  
    MONAD WERNER, LLC ROYALTY INCOME 1,968,226 1,968,226  
    NEWTON ROYALTY INCOME 40,039 40,039  
    SOUTHLAND ROYALTY INCOME 16,386 16,386  
    LEASE BONUS INCOME 109,426 109,426  
    OTHER INCOME 15,961 15,961  


    TY 2012 OtherIncreasesSchedule
    Name:
    THE WILLIAM B WIENER JR FOUNDATION
    EIN: 72-6024398
    Description Amount
    MONAD MICHIGAN, LLC DEPL IN EXCESS BASIS 5,471
    MONAD WERNER, LLC DEPL IN EXCESS BASIS 303,698
    ROYALTY DEPLETION IN EXCESS OF BASIS 81,529


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    THE WILLIAM B WIENER JR FOUNDATION
    EIN: 72-6024398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 48,284 47,206   1,078


    TY 2012 TaxesSchedule
    Name:
    THE WILLIAM B WIENER JR FOUNDATION
    EIN: 72-6024398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE/FEDERAL TAX 34,000      
    ROYALTY TAXES 75,809 75,809    
    PROPERTY TAXES 36,684 36,684    
    STATE TAXES 8,643 8,643    


    TY 2012 TransfersFrmControlledEntities
    Name:
    THE WILLIAM B WIENER JR FOUNDATION
    EIN: 72-6024398
    Name US /
    Foreign Address    		 EIN Description Amount
    MONAD WERNER LLC 333 TEXAS STREET SUITE 2290
    SHREVEPORT,LA71101     		20-8677281 TRANSFER OF INCOME CONSISTING OF DIVIDENDS, ROYALTIES, RENTAL & GAINS. 2,000,000
    Total     2,000,000