2023-11-15T10:41:47-06:00 2022-12-31 721447940 BROUSSARD & COMPANY CPAS LLC 127 WEST BROAD STREET SUITE 800 LAKE CHARLES LA 70601 990 2022-01-01 721508036 COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA COMM 3374916688 1155 RYAN ST 2ND FLOOR LAKE CHARLES LA 70601 SARA JUDSON PRESIDENT 3374916688 2023-11-14 1 SARA JUDSON 999009999 0 JAMES R ROBERT JR CPA P00031513 3374396600 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JON MANNS PO BOX 3125 LAKE CHARLES LA 70602 3263893 0 X WWW.FOUNDATIONSWLA.ORG X 2001 LA THE COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA UNITES HUMAN AND FINANCIAL RESOURCES TO EFFECT PERMANENT, POSITIVE, CULTURE CHANGE. 15 15 4 0 -2980 0 5026998 2242959 0 0 1537703 812233 33940 -482 6598641 3054710 2478542 2848645 0 0 316548 316532 0 0 48073 674017 1462004 3469107 4627181 3129534 -1572471 38850860 33942513 134298 184771 38716562 33757742 X THE COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA UNITES HUMAN AND FINANCIAL RESOURCES TO EFFECT PERMANENT, POSITIVE, CULTURE CHANGE. WE IMPACT SOUTHWEST LOUISIANA BY POSITIONING THE COMMUNITY FOUNDATION TO BE A RECOGNIZED LEADER AND BY EMPOWERING DONORS AND PROACTIVELY ESTABLISHING GRANTS FOR TARGETED PROGRAMS. 0 0 4318552 2848645 THE COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA SERVES CALCASIEU, BEAUREGARD, ALLEN, CAMERON, AND JEFFERSON DAVIS PARISHES BY PROVIDING FINANCIAL SUPPORT FOR CHARITABLE, SOCIAL, EDUCATIONAL, AND HUMAN SERVICES PROGRAMS. THE FOUNDATION WORKS WITH PHILANTHROPISTS, LETTING THEM LEAVE THEIR GOOD MARK ON THE REGION. WE ASSIST IN FUNDRAISING CAMPAIGNS TO GROW NONPROFIT ENDOWMENTS; PARTNER TO PROVIDE EMERGENCY FUNDING; SUPPORT THE SPECIAL NEEDS OF AFFILIATED AGENCIES AND INSTITUTIONS; AND ADMINISTER LIFETIME AND TESTAMENTARY ENDOWMENTS, TRUSTS, AND SUPPORTING FOUNDATIONS THAT IMPROVE THE QUALITY OF LIFE FOR ALL PEOPLE. 4318552 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 14 0 1 4 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 LA X X BATON ROUGE AREA FOUNDATION 2253876126 402 N FOURTH ST BATON ROUGE LA 70802 MARSHALL SIMIEN CHAIR 1.00 X X 0 0 0 JIM ROCK VICE CHAIR 1.00 X X 0 0 0 SUSAN SCALFI SECRETARY 1.00 X X 0 0 0 GLENN PUMPELLY TREASURER 1.00 X X 0 0 0 JULIE MILLER PAST CHAIR 1.00 X X 0 0 0 LEE BOYER DIRECTOR 1.00 X 0 0 0 KAREN CHAMBERLAIN DIRECTOR 1.00 X 0 0 0 PRISSY GAYLE DIRECTOR 1.00 X 0 0 0 CLAIR MARCEAUX DIRECTOR 1.00 X 0 0 0 NICOLE MONCRIEF DIRECTOR 1.00 X 0 0 0 WILLIE MOUNT DIRECTOR 1.00 X 0 0 0 KATIE STREAM DIRECTOR 1.00 X 0 0 0 OWEN THOMPSON DIRECTOR 1.00 X 0 0 0 TROY TRAHAN DIRECTOR 1.00 X 0 0 0 SARA JUDSON PRESIDENT/CEO 40.00 X 114624 0 0 114624 0 0 1 0 0 0 URBAN DESIGN ASSOCIATES LTD 3 PPG PLACE 3RD FLOOR PITTSBURGH PA 15222 CONSULTANT FOR SWLA RESILIENCE MASTER PL 963743 1 9673 6000 2227286 2242959 1016314 -2980 1019294 204081 -204081 -204081 -204081 4620 9673 5102 -482 -482 3054710 0 -2980 814731 2848645 2848645 114624 80236 17194 17194 134693 76345 47824 10524 47916 30093 12496 5327 19299 12120 5033 2146 139455 139455 8400 8400 17517 11863 806 4848 4624 3545 1079 15613 9335 4266 2012 26909 9867 14920 2122 23869 14991 6224 2654 1505 945 393 167 PROJECT EXPENSES 1224112 1224112 4627181 4318552 260556 48073 341186 427403 8228687 6284654 8100 80000 39624 19782 18902 19842 30262085 27091481 0 31033 38850860 33942513 130495 149691 3803 35080 134298 184771 X 13829680 12416680 24886882 21341062 38716562 33757742 38850860 33942513 X -1572471 -3291367 -94982 X X 0 1 X 1 0 X X 1 BATON ROUGE AREA FOUNDATION 726030391 7 1 4318552 0 1 4318552 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59 18 1168757 29028 2052846 12913 7700999 3134785 1 1 13767799 483595 -1321174 731953 61083 12137184 11793524 225342 2513263 706553 57777 13767799 11067668 224097 1157814 604955 51100 11793524 9785180 358971 1620574 661570 35487 11067668 9495024 1353742 -155433 871927 36226 9785180 0.03530 0.81159 0.15311 0 0 27031 17562 9469 12593 2220 10373 19842 INVESTMENT IN BRAF POOL 24562563 F INTEREST IN COMMAND CONNECT, LLC 621648 C INVESTMENT IN TRANSGENRX, INC. 40 F INVESTMENT IN POOL 12 - VENTURE CAPITAL 81968 F INVESTMENT IN TRANSBIO VENTURES 561284 F CARE+ VENTURES, LLC 48107 F STOCKS HELD FOR SALE 25095 F INVESTMENT IN PORTFOLIOS 291726 F COMMERCIAL PROPERTIES REALTY TRUST 707552 C INVESTMENT IN MDACC FOCUS 191498 F 27091481 3004 LEASE OBLIGATION 32076 35080 X -5089 -3291367 231087 -3060280 3055191 -481 -481 3054710 4627664 483 483 4627181 0 4627181 PART V, LINE 4: ENDOWMENT DISTRIBUTIONS UP TO THE APPROVED DISTRIBUTION PERCENTAGE SHALL BE MADE AT SUCH TIMES, IN SUCH AMOUNTS, IN SUCH WAYS AND FOR SUCH CHARITABLE, EDUCATIONAL, SCIENTIFIC, LITERARY, OR RELIGIOUS PURPOSES (OR COMBINATION OF SUCH PURPOSES) AND FOR ADMINISTRATIVE PURPOSES, ALL IN FURTHERANCE OF THE PURPOSE OF THE FOUNDATION. DISTRIBUTIONS MAY BE MADE DIRECTLY TO THE FOUNDATION FOR THESE PURPOSES OR BY CONTRIBUTIONS TO OTHER TAX EXEMPT ORGANIZATIONS FOR SUCH PURPOSES. PART X, LINE 2: CFSWLA FILES INCOME TAXES IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, CFSWLA IS NO LONGER SUBJECT TO FEDERAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2017. ANY INTEREST AND PENALTIES ASSESSED BY INCOME TAXING AUTHORITIES ARE NOT SIGNIFICANT AND WOULD BE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENSES IN THESE FINANCIAL STATEMENTS, AS APPLICABLE. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, CFSWLA MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEAR ENDED DECEMBER 31, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: ORGANIZATION FUND EARNINGS 231,087. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISER EXPENSES NETTED AGAINST REVENUE -482. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISER EXPENSES NETTED AGAINST REVENUE 482. ROUNDING 1. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTSINVESTMENTS 4105640 EUROPE 0 0 INVESTMENTS 2705950 0 0 0 0 0 0 6811590 0 6811590 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 A HOUSE UNBUILT 4431 WEST PRIEN LAKE RD LAKE CHARLES LA 70605 260404975 501(C)(3) 8100 0 GENERAL SUPPORT AMERICAN CANCER SOCIETY INC - LAKE CHARLES PO BOX 83930 BATON ROUGE LA 70884 131788491 501(C)(3) 18792 0 GENERAL SUPPORT BIG BROTHERS BIG SISTERS LONE STAR 450 EAST JOHN CARPENTER FREEWAY STE 300 IRVING TX 75062 750800632 501(C)(3) 35000 0 TO SUPPORT EMERSON ELEMENTARY MENTORSHIP PROGRAM BIG BROTHERS BIG SISTERS OF SOUTHWEST LOUISIANA INC 4135 COMMON ST LAKE CHARLES LA 70607 721009565 501(C)(3) 10250 0 GENERAL SUPPORT BISHOP NOLAND EPISCOPAL DAY SCHOOL 803 DIVISION ST LAKE CHARLES LA 70601 270205442 501(C)(3) 52000 0 TO SUPPORT THE ADVANCING THE VISION CAPITAL CAMPAIGN BOY SCOUTS OF AMERICA - CALCASIEU AREA COUNCIL 304 DR MICHAEL DEBAKEY DR LAKE CHARLES LA 70601 720423606 501(C)(3) 25629 0 GENERAL SUPPORT CAREY BAPTIST ASSOCIATION 1701 WEST PRIEN LAKE RD LAKE CHARLES LA 70601 720736366 RELIGIOUS ORGANIZATI 251250 0 GENERAL SUPPORT CHEMICAL EDUCATIONAL FOUNDATION 1560 WILSON BLVD STE 1100 ARLINGTON VA 22209 521780515 501(C)(3) 50000 0 TO SUPPORT THE PARTNERS IN EDUCATION PROGRAM AT EMERSON ELEMENTARY DIOCESE OF LAKE CHARLES 1225 SECOND ST LAKE CHARLES LA 70601 720883986 RELIGIOUS ORGANIZATI 11000 0 GENERAL SUPPORT FAMILY AND YOUTH COUNSELING AGENCY 220 LOUIE ST LAKE CHARLES LA 70601 720688561 501(C)(3) 11850 0 TO SUPPORT THE POSTPARTUM DEPRESSION AND ANXIETY INITIATIVE FIRST UNITED METHODIST CHURCH - LAKE CHARLES 812 KIRKMAN ST LAKE CHARLES LA 70601 720423643 RELIGIOUS ORGANIZATI 32800 0 GENERAL SUPPORT FRENCH CAMP ACADEMY 1 FINE PLACE FRENCH CAMP MS 39745 640321520 501(C)(3) 10000 0 GENERAL SUPPORT LOUISIANA BAPTIST CHILDRENS HOME AND FAMILY MINISTRIES PO BOX 4196 MONROE LA 71211 726000696 RELIGIOUS ORGANIZATI 18792 0 GENERAL SUPPORT LSU FOUNDATION 3796 NICHOLSON DR BATON ROUGE LA 70802 726020969 501(C)(3) 8000 0 TO SUPPORT THE HENNING SCHOLARSHIP MCNEESE STATE UNIVERSITY FOUNDATION PO BOX 91989 LAKE CHARLES LA 70609 726029144 501(C)(3) 84175 0 GENERAL SUPPORT PROTESTANT EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF LAKE CHARLES 715 KIRKMAN ST LAKE CHARLES LA 70601 720511518 RELIGIOUS ORGANIZATI 15864 0 GENERAL SUPPORT SALE STREET BAPTIST CHURCH 1611 WEST SALE RD LAKE CHARLES LA 70605 726013597 RELIGIOUS ORGANIZATI 6000 0 TO SUPPORT BUILDING AND GENERAL OPERATIONS SOUTHERN UNIVERSITY SYSTEM FOUNDATION PO BOX 9562 BATON ROUGE LA 70813 237052911 501(C)(3) 333333 0 TO SUPPORT THE SASOL ENDOWMENT FUND SOUTHWEST LOUISIANA ALLIANCE FOUNDATION INC PO BOX 3110 LAKE CHARLES LA 70602 721015934 501(C)(3) 60000 0 GENERAL SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPITAL INC 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 15250 0 GENERAL SUPPORT ST NICHOLAS CENTER FOR CHILDREN 2519 RYAN ST LAKE CHARLES LA 70601 260566851 RELIGIOUS ORGANIZATI 8000 0 GENERAL SUPPORT THE SALVATION ARMY - LAKE CHARLES PO BOX 17166 LAKE CHARLES LA 70616 580660607 501(C)(3) 20542 0 GENERAL SUPPORT ABRAHAM'S TENT ASSOCIATION 2424 FRUGE ST LAKE CHARLES LA 70601 721082217 501(C)(3) 8000 0 GENERAL SUPPORT FULLER CENTER DISASTER REBUILDERS INC 701 SOUTH MARTIN LUTHER KING BLVD AMERICUS GA 31719 263704583 501(C)(3) 250000 0 TO SUPPORT THE REPAIRS TO AND BUILDING OF HOMES IN CALCASIEU AND JEFF DAVIS PARISHES MENNONITE DISASTER SERVICE 583 AIRPORT RD LITITZ PA 17543 232713127 501(C)(3) 150000 0 TO PROVIDE BUILDING SUPPLIES TO REPAIR HOMES IN IOWA AND THE SURROUNDING AREA TRINITY BAPTIST CHURCH PO BOX 5090 LAKE CHARLES LA 70606 720471378 RELIGIOUS ORGANIZATI 103000 0 GENERAL SUPPORT ABC PREGNANCY CENTER INC PO BOX 13403 LAKE CHARLES LA 70612 753052465 501(C)(3) 7000 0 GENERAL SUPPORT ABBEVILLE UNITED METHODIST CHURCH 213 NORTH STATE ST ABBEVILLE LA 70510 720730498 RELIGIOUS ORGANIZATI 10000 0 GENERAL SUPPORT ABF COMMUNITY DEVELOPMENT INC PO BOX 1414 LAKE CHARLES LA 70602 263555269 501(C)(3) 10000 0 GENERAL SUPPORT AMERICAN INSTITUTE OF CHEMICAL ENGINEERS FOUNDATION 120 WALL ST NEW YORK NY 10005 131623892 501(C)(3) 48000 0 TO SUPPORT THE FUTURE OF STEM SCHOLARS INITIATIVE AUTISM SERVICES OF SOUTHWEST LOUISIANA INC 3006 COMMON ST LAKE CHARLES LA 70601 352204004 501(C)(3) 150500 0 GENERAL SUPPORT BEAUREGARD COUNCIL ON AGING PO BOX 534 DERIDDER LA 70634 720734475 501(C)(3) 20000 0 TO SUPPORT ADOPT A SENIOR PROGRAM FOR CHRISTMAS CALCASIEU PARISH POLICE JURY DBA CALCASIEU PARISH LIBRARIES 301 WEST CLAUDE ST LAKE CHARLES LA 70605 726000234 501(C)(3) 20000 0 TO SUPPORT THE WASHINGTON MARION HIGH SCHOOL LEAD COUNCIL'S PROJECT CITY OF OIL CITY 21 SENECA ST OIL CITY PA 16301 256000877 501(C)(3) 5500 0 TO SUPPORT CITY'S FIRE DEPARTMENT COLLEGE OF THE OZARKS PO BOX 17 POINT LOOKOUT MO 65726 440556862 501(C)(3) 20000 0 GENERAL SUPPORT COMMUNITY FOUNDATION OF ACADIANA 1035 CAMELLIA BLVD STE 100 LAFAYETTE LA 70508 721493023 501(C)(3) 10000 0 TO SUPPORT LOUISIANA PARKS FOUNDATION GENERAL FUND CORNPLANTER TOWNSHIP VOLUNTEER FIRE DEPARTMENT PO BOX 10 OIL CITY PA 16301 251824072 501(C)(3) 15000 0 GENERAL SUPPORT DELTA WATERFOWL FOUNDATION 1412 BASIN AVE BISMARCK ND 58504 530259796 501(C)(3) 25000 0 TO SUPPORT THE DAN HUGHES COMMEMORATIVE MARSH REHABILITATION AND YOUTH TRAINING PROJECT DEWANNAS COMMUNITY CLOSET 4428 IHLES RD LAKE CHARLES LA 70605 821073523 501(C)(3) 34920 0 GENERAL SUPPORT DIFFERENCE MAKERS MINISTRIES INC PO BOX 2083 LAKE CHARLES LA 70602 208672985 501(C)(3) 25000 0 GENERAL SUPPORT ELKINS BAND BOOSTER CLUB 6140 HIGHWAY 6 STE 94 MISSOURI CITY TX 77459 113754323 501(C)(3) 8960 0 TO SUPPORT THE ELKINS HIGH SCHOOL BAND AND BOOSTER CLUB ERIK HITE FOUNDATION INC 9420 EAST GOLF LINKS RD STE 108 TUCSON AZ 85730 272023911 501(C)(3) 10000 0 TO SUPPORT THE HALEY'S HEROES PROJECT FLOODGATES 378 INTERSTATE CT SARASOTA FL 34240 454870983 501(C)(3) 25000 0 TO SUPPORT HURRICANE IAN DISASTER RELIEF GIVING HOPE INC 13040 I-10 SERVICE RD NEW ORLEANS LA 70128 463449360 501(C)(3) 10000 0 GENERAL SUPPORT JOHNNY MINICK MINISTRIES INC 6130 ROCK SPRINGS RD SMYRNA TN 37167 710506794 501(C)(3) 15000 0 GENERAL SUPPORT LEADERSHIP INSTITUTE 1101 NORTH HIGHLAND ST ARLINGTON VA 22201 510235174 501(C)(3) 30000 0 GENERAL SUPPORT LORDS OUTREACH MINISTRIES PO BOX 16423 LAKE CHARLES LA 70616 581986642 501(C)(3) 6000 0 GENERAL SUPPORT LOUISIANA CONFERENCE OF UNITED METHODIST CHURCHES 527 NORTH BLVD BATON ROUGE LA 70802 720637529 RELIGIOUS ORGANIZATI 20000 0 TO SUPPORT THE ROOD FUND FOR LAKE CHARLES LOUISIANA CONSTRUCTION EDUCATION FOUNDATION 9270 SIEGEN LN BATON ROUGE LA 70810 263259656 501(C)(3) 5600 0 2022 SCHOLARSHIP TUITION FOR STUDENTS ATTENDING ABC SCHOOL IN WESTLAKE, LA LOUISIANA DISTRICT OF THE UNITED PENTECOSTAL CHURCH PO BOX 248 TIOGA LA 71477 720604067 RELIGIOUS ORGANIZATI 10000 0 TO SUPPORT NEW CAMPGROUND BUILDING LOUISIANA FAMILY FORUM 655 SAINT FERDINAND ST BATON ROUGE LA 70802 721416555 501(C)(3) 20000 0 GENERAL SUPPORT LOUISIANA RIGHT TO LIFE EDUCATION COMMITTEE INC 200 ALLEN TOUSSAINT BLVD NEW ORLEANS LA 70124 581647634 501(C)(3) 20000 0 GENERAL SUPPORT LOUISIANA UNITED METHODIST CHILDREN AND FAMILY SERVICES INC PO BOX 929 RUSTON LA 71273 720435081 RELIGIOUS ORGANIZATI 13000 0 GENERAL SUPPORT LOUISIANA WATERFOWL GROUP 215 ROLAND LN JEANERETTE LA 70544 842672911 501(C)(3) 6300 0 GENERAL SUPPORT NATIONAL ASSOCIATION OF CHRISTIAN LAWMAKERS INC PO BOX 10388 CONWAY AR 72034 841804670 501(C)(3) 45000 0 GENERAL SUPPORT NEW HEART MINISTRIES PO BOX 184 SALINE LA 71070 751986240 501(C)(3) 15000 0 GENERAL SUPPORT OUR LADY IMMACULATE CATHOLIC SCHOOL 600 ROBERTS AVE JENNINGS LA 70546 720699963 501(C)(3) 6250 0 GENERAL SUPPORT PARENT BOOSTER USA INCTKA BOOSTERS INC 127 WEST BROAD ST STE 800 LAKE CHARLES LA 70601 863760808 501(C)(3) 10000 0 GENERAL SUPPORT PROJECT BUILD A FUTURE 2306 THIRD ST LAKE CHARLES LA 70601 721510673 501(C)(3) 52250 0 GENERAL SUPPORT REINS OF HOPE AT LE BOCAGE INC 4550 SOUTH PARK LAKE CHARLES LA 70607 852376836 501(C)(3) 39000 0 GENERAL SUPPORT ST THERESA OF THE CHILD JESUS ROMAN CATHOLIC CHURCH 4822 CARLYSS DR SULPHUR LA 70665 720702725 RELIGIOUS ORGANIZATI 7950 0 TO SUPPORT THE BON TON FESTIVAL ST BERNARD PROJECT INC 2645 TOULOUSE ST NEW ORLEANS LA 70119 262189665 501(C)(3) 100000 0 TO SUPPORT THE REBUILDING OF HOMES IN SWLA ST LOUIS CATHOLIC HIGH SCHOOL 1620 BANK ST LAKE CHARLES LA 70601 720572713 501(C)(3) 5300 0 GENERAL SUPPORT ST LUKE SIMPSON UNITED METHODIST CHURCH 1500 COUNTRY CLUB RD LAKE CHARLES LA 70605 720787405 RELIGIOUS ORGANIZATI 50000 0 GENERAL SUPPORT THE RUTH INSTITUTE 4845 LAKE ST STE 217 LAKE CHARLES LA 70605 463647313 501(C)(3) 12500 0 GENERAL SUPPORT THE SOUTHWEST LOUISIANA LAW CENTER INC 1011 LAKESHORE DR LAKE CHARLES LA 70601 720655005 501(C)(3) 20500 0 TO SUPPORT NEW SOFTWARE FOR LAW CENTER TIGER ATHLETIC FOUNDATION PO BOX 711 BATON ROUGE LA 70821 721004960 501(C)(3) 90000 0 GENERAL SUPPORT WEST END CHURCH OF CHRIST 718 MALONE ST HOUSTON TX 77007 760063880 RELIGIOUS ORGANIZATI 10000 0 GENERAL SUPPORT WESTERN HEIGHTS ELEMENTARY SCHOOL 1100 ELIZABETH ST WESTLAKE LA 70669 726000235 501(C)(3) 9000 0 GENERAL SUPPORT FORGE LEADERSHIP NETWORK 707 MIAMISBURG-CENTERVILLE RD DAYTON OH 45459 472275305 501(C)(3) 10000 0 GENERAL SUPPORT 55 15 PART I, LINE 2: CERTAIN GRANTS ARE MONITORED BY THE FOUNDATION. FOR GRANTS THAT ARE MONITORED, THE RECIPIENT ORGANIZATION MUST SUBMIT FISCAL ACCOUNTING AND NARRATIVE REPORTS ON THE USE OF THE GRANT AND THE IMPACT THAT THE GRANT MAY HAVE ON THE COMMUNITY IT SERVES. REPORTING GUIDELINES WILL BE ESTABLISHED IN THE LETTER OF AWARD. A FINAL REPORT IS DUE WITHIN 60 DAYS OF THE COMPLETION OF THE PROJECT. IF THE PROJECT IS NOT COMPLETED WITHIN ONE YEAR, AN INTERIM REPORT IS DUE. GRANTS FROM DONOR ADVISED FUNDS AS WELL AS ORGANIZATION FUNDS ARE NOT MONITORED. X 5 104169 FAIR MARKET VALUE X 1.6949% INTEREST IN YANKEE DIME, LLC 1 50003 FAIR MARKET VALUE X PROMISSORY NOTE 1 11700 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A BATON ROUGE AREA FOUNDATION, AS THE SUPPORTED ORGANIZATION, APPOINTS THE DIRECTORS OF THE COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA. FORM 990, PART VI, SECTION B, LINE 11B AFTER COMPLETION OF IRS FORM 990, DRAFT COPIES ARE PROVIDED TO THE ENTIRE BOARD OF DIRECTORS AND TREASURER OF THE FOUNDATION. THE TREASURER REVIEWS THE DRAFT FORM 990 WITH THE ENTIRE BOARD. ANY NECESSARY CHANGES ARE MADE ON THE FORM. ONCE ALL NECESSARY CHANGES ARE MADE AND THE TREASURER IS IN AGREEMENT WITH THE ENTIRE BOARD AS TO THE VERACITY OF THE INFORMATION PRESENTED IN THE FORM, IT WILL BE RECOMMENDED FOR APPROVAL. UPON APPROVAL BY THE BOARD OF DIRECTORS, THE FORM WILL BE SIGNED BY THE PRESIDENT AND CEO (OR OTHER APPROPRIATE REPRESENTATIVE OF THE FOUNDATION), DATED, AND SUBMITTED TO THE IRS BY THE FILING DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO ANNUALLY COMPLETE A DISCLOSURE STATEMENT. THE DISCLOSURE OBLIGATION IS CONTINUOUS AND DIRECTORS ARE REQUIRED TO UPDATE THEIR RESPECTIVE DISCLOSURE IF A CONFLICT OR THE APPEARANCE OF A CONFLICT ARISES PRIOR TO THE NEXT REPORTING PERIOD. AS A SUPPORTING ORGANIZATION OF THE BATON ROUGE AREA FOUNDATION (BRAF), DISCLOSURES (AND SUBSEQUENT DISCLOSURES) ARE INITIALLY REVIEWED BY BRAF'S GENERAL COUNSEL. IF A POTENTIAL CONFLICT IS PRESENT, THE AFFECTED DIRECTOR(S) WILL EXCUSE HIM OR HERSELF (THEMSELVES) FROM THE MEETING, WHILE THE DETERMINATION OF THE CONFLICT OF INTEREST IS DISCUSSED AND DECIDED UPON. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION'S BOARD CHAIR PREPARES AND DISTRIBUTES A CEO EVALUATION TO ALL OF THE CURRENT BOARD MEMBERS. THE CHAIR COLLECTS THE COMPLETED EVALUATIONS AND AN INDEPENDENT EXECUTIVE COMMITTEE REVIEWS THE EVALUATIONS AND OBTAINS COMPARABLE DATA IN ORDER TO DETERMINE THE CEO'S SALARY FOR THE NEXT YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AS WELL AS THE FINANCIAL STATEMENTS ARE POSTED ON THE FOUNDATION'S WEBSITE. IF SOMEONE DOES NOT HAVE ACCESS TO THE INTERNET, WE WILL PROVIDE A COPY TO THEM. THE CONFLICT OF INTEREST POLICY WILL BE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TO RECLASSIFY AGENCY TRANSACTIONS PAYABLE -94,982. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS IN DETERMINING AN AUDITOR DURING THE YEAR. WILBUR MARVIN FOUNDATION 450 MAIN ST BATON ROUGE LA 70801 582019715 SUPPORT ORG LA 501(C)(3) 11 BRAF 0 HELEN S BARNES TRUST PO BOX 3038 MILWAUKEE WI 53201 726092736 SUPPORT ORG LA 501(C)(3) 11 BRAF 0 EJ & MARJORY OURSO FAMILY FOUNDATION PO BOX 690 DONALDSONVILLE LA 70346 721303806 SUPPORT ORG LA 501(C)(3) 11 BRAF 0 MILFORD WAMPOLD SUPPORT FOUNDATION 4171 ESSEN LN BATON ROUGE LA 70809 721406374 SUPPORT ORG LA 501(C)(3) 11 BRAF 0 NEWTON B THOMAS SUPPORT FOUNDATION 8183 W EL CAJON BATON ROUGE LA 70815 300169264 SUPPORT ORG LA 501(C)(3) 11 BRAF 0 GULF COAST RESTORATION AND PROTECTION FOUNDATION 100 NORTH ST STE 900 BATON ROUGE LA 70802 204146236 SUPPORT ORG LA 501(C)(3) 11 BRAF 0 THE CREDIT BUREAU OF BATON ROUGE FOUNDATION PO BOX 82724 BATON ROUGE LA 70884 200665987 SUPPORT ORG LA 501(C)(3) 11 BRAF 0 BATON ROUGE AREA FOUNDATION 100 NORTH ST STE 900 BATON ROUGE LA 70802 726030391 GRANT MAKING LA 501(C)(3) 7 N/A 0 NORTHSHORE COMMUNITY FOUNDATION 807 N COLUMBIA ST COVINGTON LA 70433 611517784 SUPPORT ORG LA 501(C)(3) PF BRAF 0 COMMUNITY FOUNDATION REALTY INC 100 NORTH ST STE 900 BATON ROUGE LA 70802 204265927 SUPPORT ORG LA 501(C)(3) 11 BRAF 0 THE JOHN W BARTON FAMILY FOUNDATION PO BOX 1806 BATON ROUGE LA 70821 721494869 SUPPORT ORG LA 501(C)(3) 11 BRAF 0 EMPLOYEE ASSISTANCE FOUNDATION 100 NORTH ST STE 900 BATON ROUGE LA 70802 452478986 SUPPORT ORG LA 501(C)(3) 11 BRAF 0 CPDC PROPERTIES LP 450 MAIN ST BATON ROUGE LA 70801 721553510 REAL ESTATE LA COMMERCIAL PROPERTIES REALTY TRUST N/A 0 0 5401 NORTH LLC 450 MAIN ST BATON ROUGE LA 70801 208307307 REAL ESTATE LA WILBUR MARVIN FOUNDATION N/A 0 0 CPRT AMERICANA LLC 450 MAIN ST BATON ROUGE LA 70801 471677217 REAL ESTATE LA COMMERCIAL PROPERTIES REALTY TRUST N/A 0 0 5401 NORTH INVESTMENTS I LLC 450 MAIN ST BATON ROUGE LA 70801 384045235 REAL ESTATE LA COMMERCIAL PROPERTIES REALTY TRUST N/A 0 0 5401 CFN I LLC 450 MAIN ST BATON ROUGE LA 70801 831285927 REAL ESTATE LA 5401 NORTH INVESTMENTS III LLC N/A 0 0 BCBC LAND LLC 450 MAIN ST BATON ROUGE LA 70801 262113124 REAL ESTATE LA CPDC PROPERTIES N/A 0 0 BCBC SHOPPES LLC 450 MAIN ST BATON ROUGE LA 70801 383993641 REAL ESTATE LA CPDC PROPERTIES N/A 0 0 5401 NORTH INVESTMENTS III LLC 450 MAIN ST BATON ROUGE LA 70801 352647126 REAL ESTATE LA WILBUR MARVIN FOUNDATION N/A 0 0 CANCER FOCUS FUND 2450 HOLCOMBE BLVD HOUSTON TX 77021 832801543 INVESTMENT TX BATON ROUGE AREA FOUNDATION N/A 0 0 CPRT QOF I LLC 450 MAIN ST BATON ROUGE LA 70801 842069965 REAL ESTATE LA COMMERCIAL PROPERTIES REALTY TRUST N/A 0 0 CPRT QOZB I LLC 450 MAIN ST BATON ROUGE LA 70801 842076325 REAL ESTATE LA COMMERCIAL PROPERTIES REALTY TRUST N/A 0 0 KANNAPOLIS CROSSING LP 450 MAIN ST BATON ROUGE LA 70801 843924118 REAL ESTATE LA COMMERCIAL PROPERTIES REALTY TRUST N/A 0 0 CPRT QOZB II LLC 450 MAIN ST BATON ROUGE LA 70801 853162313 REAL ESTATE LA COMMERCIAL PROPERTIES REALTY TRUST N/A 0 0 TRANSBIO VENTURES LP 820 GARRETT DR BOSSIER CITY LA 71111 812879574 INVESTMENT DE BATON ROUGE AREA FOUNDATION N/A 0 0 COMMERCIAL PROPERTIES REALTY TRUST 450 MAIN ST BATON ROUGE LA 70801 861086905 REAL ESTATE MD WILBUR MARVIN FOUNDATION C 0 CAPITAL HOUSE HOTEL LLC 450 MAIN ST BATON ROUGE LA 70801 320105872 REAL ESTATE LA WILBUR MARVIN FOUNDATION C 0 BON CARRE' CPDC II INC 450 MAIN ST BATON ROUGE LA 70801 208661741 HOLDING CORP LA COMMERCIAL PROPERTIES REALTY TRUST C 0 GRAY FOX MINERAL CORPORATION 100 NORTH ST STE 900 BATON ROUGE LA 70802 720779122 INVESTMENT LA BATON ROUGE AREA FOUNDATION S 0 FRONT STREET CONDIMINIUM ASSOCIATION INC 450 MAIN ST BATON ROUGE LA 70801 474003649 REAL ESTATE LA COMMERCIAL PROPERTIES REALTY TRUST C 0 COMMERCIAL PROPERTIES MANAGEMENT CORP 450 MAIN ST BATON ROUGE LA 70801 720594389 REAL ESTATE LA WILBUR MARVIN FOUNDATION C 0 CHARITABLE REMAINDER TRUST (8) 100 NORTH ST STE 900 BATON ROUGE LA 70802 INVESTMENT LA N/A T 0 CHARITABLE REMAINDER TRUST (1) 100 NORTH ST STE 900 BATON ROUGE LA 70802 INVESTMENT NC N/A T 0 CHARITABLE REMAINDER TRUST (3) 100 NORTH ST STE 900 BATON ROUGE LA 70802 INVESTMENT LA N/A T 0 5401 N COMMERICAL OWNERS ASSOCIATION 3605 GLENWOOD AVE STE 500 RALEIGH NC 27612 384094200 REAL ESTATE NC COMMERCIAL PROPERTIES REALTY TRUST C 0 COMMERCIAL PROPERTIES DEVELOPMENT CORP 450 MAIN ST BATON ROUGE LA 70801 720594391 REAL ESTATE LA COMMERCIAL PROPERTIES MANAGEMENT CORP C 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0