2025-11-17T10:54:02-06:00 2024-12-31 720636725 HANNIS T BOURGEOIS LLP 2322 TREMONT DR BATON ROUGE LA 70809 990 2024-01-01 300169264 THE NEWTON B THOMAS SUPPORT FOUNDATION NEWT 2259278921 451 FLORIDA STREET LL 100 BATON ROUGE LA 70801 CHRIS MEYER DIRECTOR 2253876126 2025-11-14 1 1 SHANNON WASCOM CPA P00447668 2259284770 2025-11-14 2024 2025-03-06 01:10:19Z NEWTON B THOMAS 8183 W EL CAJON BATON ROUGE LA 70815 3033993 0 X N/A X 2002 LA TO ASSIST BRAF IN ITS MISSION TO SUPPORT PEOPLE IN BATON ROUGE AND THE SURROUNDING AREAS. 7 7 0 0 0 0 2000000 2000000 0 0 1328273 1033993 0 0 3328273 3033993 750000 410784 0 0 0 0 0 0 0 140237 164685 890237 575469 2438036 2458524 17994311 21517844 0 0 17994311 21517844 X SEE SCHEDULE O. 0 0 410784 410784 SUPPORT CHARITABLE, BENEVOLENT, CIVIC, MORAL, RELIGIOUS, ARTS, CULTURAL, MEDICAL, AND EDUCATIONAL USES AND PURPOSES AS WILL MOST EFFECTIVELY ASSIST, ENCOURAGE, AND PROMOTE THE WELL-BEING OF MANKIND. 410784 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X X BATON ROUGE AREA FOUNDATION 2253876126 451 FLORIDA STREET SUITE LL 100 BATON ROUGE LA 70801 LINDSEY THOMAS EASTERLY DIRECTOR 1.00 X 0 0 0 KATHERINE THOMAS INZER DIRECTOR 1.00 X 0 0 0 EDMUND J GIERING IV DIRECTOR 1.00 X 0 236164 75968 NEWTON B THOMAS PRESIDENT 1.00 X 0 0 0 J GERARD JOLLY TREASURER 1.00 40.00 X 0 0 0 MARY TERRELL JOSEPH SECRETARY 1.00 X 0 0 0 CHRIS MEYER VICE PRESIDENT 1.00 X 0 443960 81568 0 680124 157536 0 0 1 0 0 2000000 2000000 729519 729519 304474 0 304474 304474 304474 3033993 0 0 1033993 410784 410784 ADMINISTRATIVE FEES 100369 100369 INVESTMENT FEES 62741 62741 MISCELLANEOUS 1575 1575 575469 410784 164685 0 0 0 17994311 21517844 17994311 21517844 0 0 X 17994311 21517844 17994311 21517844 17994311 21517844 2458524 1065009 0 X X 0 1 X 1 0 X X 1 BATON ROUGE AREA FOUNDATION 726030391 7 1 410784 0 1 410784 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 0 BRAF LONG TERM STRATEGY PORTFOLIO 21517844 F 21517844 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2954407 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 2197724 0 0 0 0 0 0 5152131 0 5152131 1 0 1 1 1 0 1 BATON ROUGE AREA FOUNDATION 451 FLORIDA STREET SUITE LL 100 BATON ROUGE LA 70801 726030391 501(C)(3) 410784 0 TO SUPPORT THE BATON ROUGE AREA FOUNDATION PART I, LINE 2: AS A TYPE I SUPPORTING ORGANIZATION OF THE BATON ROUGE AREA FOUNDATION (BRAF), THE NBTSF HAS ONGOING CLOSE RELATIONSHIPS WITH BRAF, THE GRANTEE. MORE THAN HALF THE BOARD MEMBERS ARE APPOINTED BY BRAF. IT IS THROUGH THIS CLOSE RELATIONSHIP THAT THE GRANTS ARE MONITORED. 0 0 0 0 0 0 0 0 0 CHRIS MEYER VICE PRESIDENT 0 380760 0 50000 0 13200 0 43125 0 38443 0 525528 0 0 EDMUND J GIERING IV DIRECTOR 0 201298 0 10000 0 24866 0 51059 0 24909 0 312132 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF CORE VALUES AND BELIEFS: THE MISSION OF THE NEWTON B. THOMAS SUPPORT FOUNDATION ("NBTSF") IS TO OPERATE FOR THE BENEFIT OF THE BATON ROUGE AREA FOUNDATION BY SUPPORTING CHARITABLE, BENEVOLENT, CIVIC, MORAL, RELIGIOUS, ARTS, CULTURAL, MEDICAL AND EDUCATIONAL USES AND PURPOSES AS WILL MOST EFFECTIVELY ASSIST, ENCOURAGE AND PROMOTE THE WELL-BEING OF MANKIND, PARTICULARLY IN THE COMMUNITIES IN WHICH THE NEWTRON GROUP (THE "COMPANY OR "NGI") OPERATES, THROUGH CHARITABLE CONTRIBUTIONS THROUGH THE NEWTON B. THOMAS FAMILY/NEWTRON GROUP DONOR ADVISED FUND OF THE BATON ROUGE AREA FOUNDATION. NBTSF WILL MAXIMIZE ITS ASSETS AND CONTRIBUTIONS BY WORKING WITH THE PRESIDENT/CEO OF NGI TO ENSURE THAT THE MANAGEMENT BELIEFS THAT NEWTON THOMAS USED IN RUNNING THE COMPANY ARE CONTINUED AND FAITHFULLY ADHERED TO ONCE THE COMPANY IS DONATED TO NBTSF. THOSE BELIEFS ARE SIMPLY THAT THE PRESENT AND FUTURE MANAGEMENT OF THE COMPANY LIVES BY AND ADHERES TO NGI'S CORE VALUES AND BELIEFS (SEE BELOW) ON A DAY-TO-DAY BASIS AS THEY MANAGE THE COMPANY. THE NEWTRON GROUP CORE VALUES AND BELIEFS WE BELIEVE THAT ALL EMPLOYEES ARE TO BE TREATED AS INDIVIDUALS AND ARE TO BE SHOWN RESPECT AND DIGNITY. THIS APPLIES TO BOTH HOW THE COMPANY AND ITS MANAGEMENT TEAM TREAT INDIVIDUALS, AND HOW EMPLOYEES TREAT ONE ANOTHER. OUR CUSTOMERS AND VENDORS SHOULD ALSO BE TREATED WITH RESPECT AND DIGNITY. WE BELIEVE THAT RESPONSIBILITY, AUTHORITY AND DECISION-MAKING SHOULD RESIDE WITH THE EMPLOYEES CLOSEST TO THE ACTUAL WORK BEING PERFORMED OR THE ISSUE AT HAND. HOWEVER, WITH RESPONSIBILITY AND AUTHORITY COMES AN OBLIGATION ON THE PART OF EMPLOYEES TO PERFORM IN A SELF-MOTIVATED MANNER, TO SEEK HELP WHEN APPROPRIATE AND TO STRIVE TO MAKE NGI SUCCESSFUL. EXCELLENCE IS EXPECTED FROM EVERYONE. AS PART OF THE PARTNERSHIP THAT THE COMPANY HAS WITH ITS EMPLOYEES AND MANAGEMENT, THE COMPANY IS COMMITTED TO SHARING A SUBSTANTIAL PORTION OF ITS ANNUAL PROFITS WITH EMPLOYEES AND MANAGEMENT IN THE FORM OF ANNUAL BONUSES. ALTHOUGH THESE ARE OUR VALUES, WE CANNOT LOSE SIGHT OF THE FACT THAT NGI IS IN BUSINESS TO MAKE MONEY. WITHOUT ADEQUATE PROFITS, THE COMPANY IS NOT VIABLE AND CANNOT SURVIVE IN THE MARKETPLACE. OUR CORE VALUES ARE MEANT TO SERVE AS A CONSTRAINT ON THE MANNER IN WHICH WE CONDUCT BUSINESS AND EARN A PROFIT, BUT ARE NOT MEANT TO BE THE PRIMARY REASON WE EXIST. AS A RESULT OF THESE VALUES, EMPLOYEES SHOULD HAVE AN ENJOYABLE ENVIRONMENT IN WHICH TO WORK AND SHOULD FIND THAT WHEN THEY DO WHAT THEY THINK IS RIGHT, IT WILL BE CONSISTENT WITH THE VALUES OF THE COMPANY. FORM 990, PART VI, SECTION A, LINE 7A THE BATON ROUGE AREA FOUNDATION MUST APPOINT A MAJORITY OF THE BOARD MEMBERS AS PART OF THE SUPPORTING ORGANIZATION DOCUMENTS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES FOR THIS SUPPORT FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B IRS FORM 990 WILL BE COMPLETED ANNUALLY AND DRAFT COPIES WILL BE PROVIDED TO THE ENTIRE BOARD OF DIRECTORS OF THE FOUNDATION. AT THAT TIME, THE SECRETARY WILL REVIEW THE DRAFT FORM 990 WITH THE ENTIRE BOARD. ANY NECESSARY CHANGES WILL THEN BE UPDATED ON THE FORM. ONCE ALL NECESSARY CHANGES ARE MADE AND THE SECRETARY 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 SECRETARY (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 COMPLETE A DISCLOSURE STATEMENT ANNUALLY. THE DISCLOSURE OBLIGATION IS CONTINUING 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. DISCLOSURES (AND SUBSEQUENT DISCLOSURES) ARE INITIALLY REVIEWED BY THE BATON ROUGE AREA FOUNDATION'S GENERAL COUNCIL. IF POTENTIAL CONFLICTS ARE PRESENT, DISCLOSURES ARE REVIEWED AND DISCUSSED BY THE BOARD AND DETERMINATIONS MADE, AS NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES TO THE POLICY BATON ROUGE AREA FOUNDATION 451 FLORIDA STREET SUITE LL 100 BATON ROUGE LA 70801 726030391 GRANT MAKING LA 501(C)(3) LINE 7 N/A 0 COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA P O BOX 3125 LAKE CHARLES LA 70602 721508036 SUPPORT ORG LA 501(C)(3) LINE 11 BRAF 0 COMMUNITY FOUNDATION REALTY INC 451 FLORIDA STREET SUITE LL 100 BATON ROUGE LA 70801 204265927 SUPPORT ORG LA 501(C)(3) LINE 11 BRAF 0 EJ & MAJORY OURSO FAMILY FOUNDATION PO BOX 690 DONALDSONVILLE LA 70346 721303806 SUPPORT ORG LA 501(C)(3) LINE 11 BRAF 0 EMPLOYEE ASSISTANCE FOUNDATION 451 FLORIDA STREET SUITE LL 100 BATON ROUGE LA 70801 452478986 SUPPORT ORG LA 501(C)(3) LINE 11 BRAF 0 HELEN S BARNES TRUST PO BOX 3038 MILWAUKEE WI 53201 726092736 SUPPORT ORG LA 501(C)(3) PF BRAF 0 MILFORD WAMPOLD SUPPORT FOUNDATION 4171 ESSEN LANE BATON ROUGE LA 70809 721406374 SUPPORT ORG LA 501(C)(3) LINE 11 BRAF 0 NORTHSHORE COMMUNITY FOUNDATION 807 N COLUMBIA STREET COVINGTON LA 70433 611517784 SUPPORT ORG LA 501(C)(3) LINE 11 BRAF 0 THE CREDIT BUREAU OF BR FOUNDATION PO BOX 82724 BATON ROUGE LA 70884 200665987 SUPPORT ORG LA 501(C)(3) LINE 11 BRAF 0 THE JOHN W BARTON FAMILY FOUNDATION P O BOX 1806 BATON ROUGE LA 70821 721494869 SUPPORT ORG LA 501(C)(3) LINE 11 BRAF 0 WILBUR MARVIN FOUNDATION 450 MAIN STREET BATON ROUGE LA 70801 582019715 SUPPORT ORG LA 501(C)(3) LINE 11 BRAF 0 LOUISIANA CLEAN ENERGY FUND 451 FLORIDA STREET SUITE LL 100 BATON ROUGE LA 70801 923276764 SUPPORT ORG LA 501(C)(3) LINE 11 BRAF 0 CIVIC COLLABORATIVE FOUNDATION 451 FLORIDA STREET SUITE LL 100 BATON ROUGE LA 70801 204146236 SUPPORT ORG LA 501(C)(3) LINE 11 BRAF 0 CPDC PROPERTIES LP 450 MAIN STREET BATON ROUGE LA 70801 721553510 REAL ESTATE LA CP REALTY TRUST N/A 0 0 5401 NORTH LLC 450 MAIN STREET BATON ROUGE LA 70801 208307307 REAL ESTATE LA 5401 N III N/A 0 0 5401 CFN I LLC 450 MAIN STREET BATON ROUGE LA 70801 831285927 REAL ESTATE LA 5401 NORTH INVE N/A 0 0 CPRT AMERICANA LLC 450 MAIN STREET BATON ROUGE LA 70801 471677217 REAL ESTATE LA CP REALTY TRUST N/A 0 0 5401 NORTH INVESTMENTS I LLC 450 MAIN STREET BATON ROUGE LA 70801 384045235 REAL ESTATE LA CP REALTY TRUST N/A 0 0 CANCER FOCUS FUND 2450 HOLCOMBE BLVD HOUSTON TX 77021 832801543 INVESTMENT TX BRAF N/A 0 0 BCBC LAND LLC 450 MAIN STREET BATON ROUGE LA 70801 262113124 REAL ESTATE LA CPDC PROPERTIES N/A 0 0 BCBC SHOPPES LLC 450 MAIN STREET BATON ROUGE LA 70801 383993641 REAL ESTATE LA CPDC PROPERTIES N/A 0 0 CPRT QOF I LLC 450 MAIN STREET BATON ROUGE LA 70801 842069965 REAL ESTATE LA CP REALTY TRUST N/A 0 0 CPRT QOZB I LLC 450 MAIN STREET BATON ROUGE LA 70801 842076325 REAL ESTATE LA CP REALTY TRUST N/A 0 0 CPRT QOZB II LLC 450 MAIN STREET BATON ROUGE LA 70801 853162313 REAL ESTATE LA CP REALTY TRUST N/A 0 0 KANNAPOLIS CROSSING LP 450 MAIN STREET BATON ROUGE LA 70801 843924118 REAL ESTATE LA CPMC N/A 0 0 BR ACQUISITIONS LLC 450 MAIN STREET BATON ROUGE LA 70801 REAL ESTATE LA CPMC N/A 0 0 CHARITABLE REMAINDER TRUST (6) 451 FLORIDA STREET SUITE LL 100 BATON ROUGE LA 70801 INVESTMENT LA BATON ROUGE AREA FOUNDATION T 0 CHARITABLE REMAINDER TRUST (1) 451 FLORIDA STREET SUITE LL 100 BATON ROUGE LA 70801 INVESTMENT NC BATON ROUGE AREA FOUNDATION T 0 CHARITABLE REMAINDER TRUST (3) 451 FLORIDA STREET SUITE LL 100 BATON ROUGE LA 70801 INVESTMENT LA BATON ROUGE AREA FOUNDATION T 0 GRAY FOX MINERAL CORPORATION 451 FLORIDA STREET SUITE LL 100 BATON ROUGE LA 70801 720779122 INVESTMENT LA BATON ROUGE AREA FOUNDATION S 0 FRONT STREET CONDOMINIUM ASSOCIATION INC 450 MAIN STREET BATON ROUGE LA 70801 474003649 CONDOMINIUM ASSOCIATION LA COMMERCIAL PROPERTIES REALTY TRUST C 0 5401 NORTH COMMERCIAL OWNERS ASSOCIATION 3605 GLENWOOD SUITE 500 RALEIGH NC 27612 384094200 COMMERCIAL ASSOCIATION NC COMMERCIAL PROPERTIES REALTY TRUST C 0 COMMERCIAL PROPERTIES REALTY TRUST 450 MAIN STREET BATON ROUGE LA 70801 861086905 REAL ESTATE MD WILBUR MARVIN FOUNDATION C 0 CAPITAL HOUSE HOTEL LLC 450 MAIN STREET BATON ROUGE LA 70801 320105872 REAL ESTATE LA WILBUR MARVIN FOUNDATION C 0 COMMERCIAL PROPERTIES MANAGEMENT CORP 450 MAIN STREET BATON ROUGE LA 70801 720594389 REAL ESTATE MANAGEMENT LA WILBUR MARVIN FOUNDATION C 0 BON CARRE' CPDC II INC 450 MAIN STREET BATON ROUGE LA 70801 208661741 HOLDING CORP LA COMMERCIAL PROPERTIES REALTY TRUST C 0 CPRT HE LLC 450 MAIN STREET BATON ROUGE LA 70801 REAL ESTATE LA COMMERCIAL PROPERTIES REALTY TRUST C 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 BATON ROUGE AREA FOUNDATION B 410784 CASH - FMV