Kathryn & Julian Wiener Fund
- Assets
- $1.8m
- Revenue
- $125.8k
- Investments
- $1.7m
- Employees
- 0
- Location
- Montgomery, AL
- Founding
- 04/1957
- Data as of
- 12/2022
- EIN
- 63-6018983
Organization Overview
Kathryn & Julian Wiener Fund is located in Montgomery, AL. The organization was established in 1957. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Kathryn & Julian Wiener Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Kathryn & Julian Wiener Fund generated $125.8k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (1.6%) each year. All expenses for the organization totaled $173.9k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Kathryn & Julian Wiener Fund has awarded 355 individual grants totaling $649,214. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION HAD NO DIRECT CHARITABLE ACTIVITIES DURING THE YEAR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Trustee | 5 | $22,790 | |
Mrs Julian Wiener Advisory | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $84,940 |
| Interest on Savings | $489 |
| Dividends & Interest | $50,806 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$10,391 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $125,844 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $22,790 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,813 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $27,059 |
| Contributions, gifts, grants paid | $146,850 |
| Total expenses and disbursements | $173,909 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $100,975 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $603 |
| Total assets | $1,819,091 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Kathryn & Julian Wiener Fund has awarded $146,850 in support to 74 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN RED CROSS PURPOSE: GENERAL FUND | $1,500 |
CARE PURPOSE: GENERAL FUND | $150 |
COMMUNITY FOUNDATION PURPOSE: GENERAL FUND | $7,500 |
DOCTORS WITHOUT BORDERS PURPOSE: GENERAL FUND | $250 |
FRIENDS OF THE SMITHSONIAN PURPOSE: GENERAL FUND | $150 |
GALLERY GUILD PURPOSE: CULTURAL | $300 |