2026-05-14T12:53:26-05:00 2025-06-30 135381590 BDO USA 661 SUNNYBROOK RD SUITE 100 RIDGELAND MS 39157 990 2024-07-01 202046461 MARY BIRD PERKINS CANCER CENTER FOUNDATION MARY 2252151223 4950 ESSEN LANE BATON ROUGE LA 70809 TRENT HOLMES CFO 2252151223 2026-05-13 1 1 AMIE DEAN P01082167 6013261000 2026-05-13 2024 2025-03-06 01:10:19Z JONAS FONTENOT PHD 4950 ESSEN LANE BATON ROUGE LA 70809 2842517 0 X WWW.MARYBIRDFOUNDATION.ORG X FOUNDATION 2005 LA TO BUILD A LONG-TERM ENDOWMENT TO SUPPORT THE FIGHT AGAINST CANCER. 15 14 0 14 34188 33188 2283981 1854605 0 0 466496 645362 429685 342550 3180162 2842517 664996 1035632 0 0 0 0 0 0 119495 367857 137860 1032853 1173492 2147309 1669025 34518735 40327916 500471 837280 34018264 39490636 X TO BUILD A LONG-TERM SUSTAINABLE ENDOWMENT FUND AND PROVIDE FOR THE STEWARDSHIP OF SUCH FUNDS IN ORDER TO HELP FIGHT CANCER IN THE COMMUNITIES SERVED BY THE CENTER. THE FOUNDATION MAY ALSO PROVIDE SUPPORT TO OTHER NON-PROFIT ORGANIZATIONS LOCATED IN THE GEOGRAPHIC AREAS SERVED BY THE CENTER, WHICH HAVE DEMONSTRATED THE ABILITY TO CONDUCT CANCER-RELATED PROGRAMS OR SERVICES THAT REDUCE CANCER INCIDENCE AND MORTALITY, OR IMPROVE THE QUALITY OF LIFE FOR THOSEAFFECTED BY CANCER. 0 0 1035632 1035632 308362 FOUNDATION BOARD-APPROVED GRANT FUNDING TO BENEFIT THE MISSION AND PATIENT CARE ACTIVITIES OF THE CENTER IN THE AREAS IT SERVES. 1035632 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 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 10 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 LA X TRENT HOLMES 2252151309 4950 ESSEN LANE BATON ROUGE LA 70809 JONAS FONTENOT PRESIDENT/CEO 1.00 40.00 X X 0 711597 95810 NATHANIEL TANNEHILL MEMBER 1.00 1.00 X 0 0 0 ROLFE MILLER MEMBER - CHAIR 1.00 X X 0 0 0 DAVID PERRY MEMBER - VICE CHAIR 1.00 X X 0 0 0 ROSE HUDSON MEMBER 1.00 X 0 0 0 JEANNE JAMES MEMBER 1.00 X 0 0 0 BRETT FURR MEMBER 1.00 X 0 0 0 BEAU OLINDE MEMBER 1.00 X 0 0 0 SUSAN BLANCHARD MEMBER 1.00 X 0 0 0 KATIE GRAVES MEMBER 1.00 X 0 0 0 SHEILA STERLING MEMBER - SECRETARY/TREASURER 1.00 X X 0 0 0 KIMBERLY GINN MEMBER 1.00 X 0 0 0 JONATHAN BRUSER MEMBER 1.00 X 0 0 0 ART FAVRE MEMBER 1.00 X 0 0 0 ANDI KIRKPATRICK MEMBER 1.00 X 0 0 0 CRAIG STEVENS MEMBER 1.00 X 0 0 0 DANA NEUCERE CFO - PART YEAR 1.00 40.00 X 0 0 0 SANDRA LEBLANC INTERIM CFO - PART YEAR 1.00 40.00 X 0 0 0 TRENT HOLMES CFO - END OF YEAR 1.00 40.00 X 0 0 0 DANIELLE MACK VP CHIEF PHILANTRHOPY OFFICER 40.00 2.00 X 0 232781 13143 ELEANOR CARTER STONE SENIOR DIRECTOR OF PHILANTHROPY 40.00 1.00 X 0 138128 30963 0 1082506 139916 0 0 1 0 0 1854605 1854605 645362 645362 EARNINGS FROM RELATED 900099 342550 308362 34188 342550 2842517 308362 34188 645362 1035632 1035632 1954 1954 TAX EXPENSE 17980 17980 PROFESSIONAL FEES 56537 56537 WEBSITE 26529 26529 PLANNED GIVING 24042 24042 10818 385 10433 1173492 1035632 18365 119495 46725 1047058 1883559 1561680 1763853 173781 29611570 1213028 37545397 34518735 40327916 299357 265380 201114 571900 500471 837280 X 14305707 16616560 19712557 22874076 34018264 39490636 34518735 40327916 X 1669025 3803345 2 X X 0 1 X 1 0 X 1119926 1543524 2161159 2283981 1854605 8963195 1119926 1543524 2161159 2283981 1854605 8963195 2581651 6381544 251528 258526 333184 466496 645362 1955096 950602 34188 984790 289000 594343 -520917 308362 670788 12573869 0.50750 0.58750 X PART II, SECTION A, LINE 1 UNUSUAL GRANTS: THE FOUNDATION HAD TWO UNUSUAL GRANT SOURCES THAT HAVE BEEN EXLUDED FROM ALL CALCULATIONS. THE FIRST WAS A PARTNERHSIP DISTRIBUTION ERRONEOUSLY CLASSIFIED AS CONTRIBUTION INCOME ON PRIOR YEAR TAX RETURN BY PREVIOUS TAX PREPARER. AMOUNT WAS 3,624,872 FOR 6/30/23 (2022). THE SECOND UNUSUAL GRANT SOURCE WAS DR. CHARLES SMITH, TOTALLING $3,217,001. THIS FIGURE HAS ALSO BEEN EXCLUDED FROM ALL CALCULATIONS. THE GRANT FROM DR. SMITH WAS BY BEQUEST. DR. SMITH DIED SEPTEMBER 15, 2020. FUNDS WERE RECEIVED FROM HIS ESTATE IN EACH OF THE YEARS 2020-2022. DR. SMITH WAS A PHYSICIAN WHO LIVED AND PRACTICED MEDICINE FOR OVER 60 YEARS IN LAKE CHARLES, LA. HE WAS NOT MARRIED AND HAD NO CHILDREN. IN HIS WILL, DR. SMITH BEQUEATHED 60% OF HIS ENTIRE ESTATE TO LOUISIANA STATE UNIVERSITY - COLLEGE OF SCIENCE, DEPT. OF PHYSICS AND ASTRONOMY, WHERE HE HAD ESTABLISHED THE DR. CHARLES M. SMITH CHAIR OF MEDICAL PHYSICS. HE BEQUEATHED THE REMAINING 40% OF HIS ESTATE TO THE FOUNDATION. OTHER THAN THE GENEROUS BEQUEST, DR. SMITH HAD NO RELATIONSHIP WITH THE FOUNDATION, NOR WITH THE FOUNDATION'S RELATED ORGANIZATIONS. HE NEVER SERVED ON THE BOARDS. DR. SMITH WAS A CANCER PATIENT WHOSE DONATIONS TO LSU AND THE FOUDNATION WERE MADE TO IMPROVE CANCER CARE IN LOUISIANA AND ACROSS THE GULF SOUTH, AND TO ELEVATE THE FIELD OF MEDICAL PHYSICS TO IMPROVE CANCER CARE FOR EVERYONE. THE UNUSUAL GRANTS WERE NOT INCLUDED IN PART II, SECTION A, LINE 1, NOR WERE THEY INCLUDED IN PART II, SECTION A, LINE 5. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 33073279 1854605 5692633 777352 588080 39255085 28259353 2283981 3391677 664996 196735 33073279 21148601 5940909 2015820 715780 130197 28259353 21685815 2986383 -2804546 640727 78324 21148601 15915171 2741498 3996225 889122 77957 21685815 0.09149 0.86426 0.04425 0 0 0 INVESTMENT IN GULF SOUTH ONCOLOGY HOLDINGSS 2042089 F MONEY MARKET 350094 F MUTUAL FUNDS 9688043 F EQUITY SECURITIES 4859594 F FIXED INCOME 1756840 F ALTERNATIVE INVESTMENTS 18848737 F 37545397 DUE TO MBPCC 85390 DUE TO GULF SOUTH ONCOLOGY HOLDINGS 486510 571900 X 7132374 3803345 486512 4289857 2842517 0 2842517 1660002 486510 486510 1173492 0 1173492 PART V, LINE 4: TO SUPPORT THE TREATMENT OF CANCER AND CANCER RELATED ILLNESSES SOLELY ALLOCATED TO MARY BIRD PERKINS CANCER CENTER OR ANY OTHER DESIGNEE. PART X, LINE 2: THE CANCER CENTER AND FOUNDATION ARE NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. GSOH IS TAXED AS A PARTNERSHIP. SINCE THE PARTNERS OF THESE ORGANIZATIONS ARE TAXED BASED ON THEIR PROPORTIONATE SHARE OF TAXABLE INCOME, NO PROVISION IS MADE FOR INCOME TAXES. THE COMPANY HAS RECOGNIZED AN INCOME TAX LIABILITY AND CORRESPONDING EXPENSE OF $18,000 AND $268,000 FOR THE YEARS ENDED JUNE 30, 2025 AND JUNE 30, 2024, RESPECTIVELY, DUE TO UNRELATED BUSINESS INCOME RECOGNIZED IN FISCAL YEAR 2024 AND 2023. THE COMPANY HAS EVALUATED ITS POSITION REGARDING THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND DOES NOT BELIEVE THAT IT HAS ANY MATERIAL UNCERTAIN TAX POSITIONS AT JUNE 30, 2025. WITH FEW EXCEPTIONS, THE STATUTE OF LIMITATIONS FOR THE EXAMINATION OF THE COMPANY'S INCOME TAX RETURNS IS GENERALLY THREE YEARS FROM THE DUE DATE OF THE TAX RETURN INCLUDING EXTENSIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME NET WITH EXPENSES 486,510. ROUNDING 2. PART XII, LINE 2D - OTHER ADJUSTMENTS: INCOME NET WITH EXPENSES 486,510. 1 MARY BIRD PERKINS CANCER CENTER 4950 ESSEN LANE BATON ROUGE LA 70809 237010520 501(C)(3) 970698 0 SUPPORT OF THE ORGANIZATION'S CHARITABLE MISSION CANCER SERVICES INC 4950 ESSEN LANE BATON ROUGE LA 70809 824227871 501(C)(3) 62424 0 SUPPORT OF THE ORGANIZATION'S CHARITABLE MISSION 2 0 1 0 0 0 0 0 0 0 JONAS FONTENOT PRESIDENT/CEO 0 518158 0 175150 0 18289 0 67250 0 28560 0 807407 0 0 DANIELLE MACK VP CHIEF PHILANTRHOPY OFFICER 0 194071 0 29876 0 8834 0 11639 0 1504 0 245924 0 0 ELEANOR CARTER STONE SENIOR DIRECTOR OF PHILANTHROPY 0 124542 0 13586 0 0 0 7292 0 23671 0 169091 0 0 PART I, LINE 4B JONAS FONTENOT - $50,000 DEFERRED COMPENSATION PART I, LINE 3: THE FOUNDATION'S OFFICERS AND KEY EMPLOYEES RECEIVE COMPENSATION FROM A RELATED ORGANIZATION, MARY BIRD PERKINS CANCER CENTER (MBPCC). MBPCC USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: (1) COMPENSATION COMMITTEE, (2) WRITTEN EMPLOYMENT CONTRACT, (3) COMPENSATION SURVEY OR STUDY AND (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER BEFORE FILING AND IS ALSO SHARED WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY AND CONSISTENTLY MONITORS AND ENFORCES ITS PROVISIONS. ANNUALLY, ALL DIRECTORS SUBMIT TO THE CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER A CONFLICT OF INTEREST DISCLOSURE STATEMENT LISTING ALL FINANCIAL AND CONFLICTING INTERESTS AND AMENDMENTS THERETO DURING THE YEAR AS ANY ADDITIONAL FINANCIAL OR CONFLICTING INTERESTS ARISE. THE STATEMENT INCLUDES AN ACKNOWLEDGEMENT THAT THE PERSON SIGNING THE FORM: I) RECEIVED A COPY OF THE POLICY AND BYLAWS; II) HAS READ AND UNDERSTANDS THIS ARTICLE; III) AGREES TO COMPLY WITH THE PROVISIONS OF THIS ARTICLE; IV) UNDERSTANDS THAT THIS ARTICLE APPLIES TO THE BOARD; AND V) UNDERSTANDS THAT THIS CORPORATION AND ITS AFFILIATES ARE ORGANIZED TO ADVANCE CHARITABLE PURPOSES AND THAT IN ORDER TO MAINTAIN TAX-EXEMPT STATUS, THEY MUST CONTINUOUSLY ENGAGE PRIMARILY IN ACTIVITES WHICH ACCOMPLISH ONE OR MORE OF THEIR TAX-EXEMPT PURPOSES. THE BYLAWS FURTHER STATE THAT WHERE A MATTER BROUGHT BEFORE THE BOARD GIVES RISE TO A POTENTIAL CONFLICT OF INTEREST, THE FOLLOWING ADDITIONAL STEPS MAY BE TAKEN AT THE DIRECTION OF THE BOARD: I) THE AFFECTED PERSON, AFTER THE DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANSWERING ANY QUESTIONS THAT MIGHT BE ASKED OF HIM/HER, SHALL WITHDRAW FROM THE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON; II) IF A CONFLICT EXISTS, THE INTERESTED PERSON SHALL REMAIN OUT OF THE MEETING FOR SO LONG AS THE BOARD SHALL DETERMINE; III) THE INTERESTED PERSON SHALL NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM, NOR ALLOWED TO PARTICIPATE IN THE DELIBERATIONS OR VOTE ON THE ITEM THAT CREATED THE CONFLICT; IV) THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE NON-INTERESTED PERSONS PRESENT, THAT THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST AND FOR ITS OWN BENEFIT; IS FAIR AND REASONABLE TO THE CORPORATION; AND, AFTER EXERCISING DUE DILIGENCE, SHALL DETERMINE THAT THE CORPORATION CANNOT OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES; V) IN THE EVENT THAT A MEMBER OF THE BOARD OF DIRECTORS DEVELOPS A FINANCIAL OR CONFLICTING INTEREST THAT IS INSURMOUNTABLE, S/HE SHALL RESIGN FROM HIS/HER POSITION ON THE BOARD OF DIRECTORS. PROCEDURES FOR ADEQUATE RECORD KEEPING DIRECT THAT THE MINUTES OF THE BOARD MEETINGS SHALL INCLUDE: 1. THE NAMES OF THE PERSONS WHO DISCLOSED FINANCIAL OR CONFLICTING INTERESTS, THE NATURE OF THE FINANCIAL OR CONFLICTING INTERESTS AND WHETHER THE BOARD DETERMINED THERE WERE FINANCIAL OR CONFLICTING INTEREST; AND 2. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT; THE CONTENT OF THESE DISCUSSIONS, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT; AND A RECORD OF THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, WHOSE COMPOSITION CONSISTS OF INDEPENDENT DIRECTORS, CONDUCTS A COMPREHENSIVE ANNUAL REVIEW OF ALL COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 2. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS. PART VII: OFFICER COMPENSATION PLEASE NOTE THAT DANA NEUCERE, TRENT HOLMES AND SANDRA LEBLANC ARE EMPLOYEES OF ONEONCOLOGY AND ARE LEASED BACK TO MARY BIRD PERKINS CANCER CENTER. THEY WERE NOT ISSUED A W-2 OR DIRECTLY PAID BY A RELATED PARTY OF FOUNDATION. MARY BIRD PERKINS CANCER CENTER 4950 ESSEN LANE BATON ROUGE LA 70809 202046461 PHILANTHROPY LA 501(C)(3) 509(A) TYPE I MARY BIRD PERKINS CANCER CENTER 1 CANCER SERVICES INC 4950 ESSEN LANE BATON ROUGE LA 70809 824227871 CANCER SUPPORT AND OUTREACH LA 501(C)(3) 509(A) TYPE I MARY BIRD PERKINS CANCER CENTER 1 ST-ELIZABETH - MARY BIRD PERKINS CANCER CENTER LLC 4950 ESSEN LANE BATON ROUGE LA 70809 260628752 CANCER CARE LA N/A 0 0 GULF SOUTH ONCOLOGY HOLDINGS LLC 4950 ESSEN LANE BATON ROUGE LA 70809 260628752 HOLDING COMPANY LA N/A UNRELATED 90335 4428628 0 34188 0 0.50780 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0