2025-11-17T12:46:08-06:00 2024-12-31 720636725 HANNIS T BOURGEOIS LLP 2322 TREMONT DRIVE BATON ROUGE LA 70809 990PF 2024-01-01 721488497 THE CHARLES LAMAR FAMILY FOUNDATION CHAR 2259243527 PO BOX 66338 BATON ROUGE LA 70896 CAROLE E LAMAR OFFICER 2259243527 2025-11-17 1 1 MUKTI PATEL CPA P01461321 2259284770 2025-11-17 2024 2025-03-06 01:10:19Z X 32234036 X 40117 187772 187772 988343 988343 418428 2123808 418428 1634660 1594543 0 0 0 950 0 950 47079 46590 489 22000 0 0 48585 0 43570 118614 46590 45009 1538311 1538311 1656925 46590 1583320 -22265 1547953 388937 480885 480885 8715487 7930787 26169628 4141944 4794066 4930710 554331 568436 600787 0 0 52026 13800699 13774174 32234036 0 0 X 0 0 0 0 13800699 13774174 13800699 13774174 13800699 13774174 13800699 -22265 0 13778434 4260 13774174 JPMORGAN "F" ACCOUNT 634729 549199 85530 85530 JPMORGAN "F" ACCOUNT 645560 382124 263436 263436 JPMORGAN "W" ACCOUNT 259873 229255 30618 30618 JPMORGAN "G" ACCOUNT 518000 509517 8483 8483 JPMORGAN "G" ACCOUNT 8037 7971 66 66 T. ROWE PRICE 30000 27314 2686 2686 CAPITAL GAINS DIVIDENDS P 27609 27609 27609 418428 21517 0 21517 0 21517 22379 0 6000 0 28379 0 6862 6862 0 0 0 0 0 0 0 0 0 0 0 1 1 LA 1 0 0 0 0 1 LAMARFAMILYFOUNDATION.ORG CAROLE E LAMAR 2259243527 5321 CORPORATE BLVD BATON ROUGE LA 70808 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES W LAMAR III 5321 CORPORATE BLVD BATON ROUGE LA 70808 PRESIDENT 0.00 0 0 0 CAROLE E LAMAR 5321 CORPORATE BLVD BATON ROUGE LA 70808 SECRETARY/TREASURER 0.00 0 0 0 ALLISON LAMAR BEARD 5321 CORPORATE BLVD BATON ROUGE LA 70808 DIRECTOR 0.00 0 0 0 COURTNEY LAMAR LEADER 5321 CORPORATE BLVD BATON ROUGE LA 70808 DIRECTOR 0.00 0 0 0 WYATT BEARD 5321 CORPORATE BLVD BATON ROUGE LA 70808 DIRECTOR 0.00 0 0 0 NICHOLAS LEADER 5321 CORPORATE BLVD BATON ROUGE LA 70808 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 31266451 713519 0 31979970 0 0 31979970 479700 31500270 1575014 1575014 21517 21517 1553497 0 1553497 0 1553497 1583320 0 1583320 1553497 0 0 9207 9207 1583320 0 0 0 1553497 29823 0 0 39030 0 0 0 0 0 0 0 39030 9207 29823 CHARLES W LAMAR III CHARLES LAMAR FAMILY FOUNDATION PO BOX 66338 BATON ROUGE LA 70896 2259243527 PROPOSAL SUMMARY SHEET SHOULD INCLUDE APPLICANT'S NAME, DATE INCORPORATED, PROGRAM/PROJECT NAME, EXECUTIVE DIRECTOR, PROGRAM/PROJECT DIRECTOR, ADDRESS, PHONE, FAX, EMAIL, WEB PAGE, AGENT'S NAME, APPLICANT ORGANIZATION'S MISSION, PROGRAM/PROJECT SUMMARY, PROBLEM OR NEED THE ORGANIZATION WANTS TO ADDRESS, ACTIVITY PERIOD, AMOUNT REQUESTED, GEOGRAPHIC SERVICE AREA, AND APPLICANT ORGANIZATION'S AREA OF INTEREST. VARIES DONEE ORGANIZATIONS ARE GENERALLY LIMITED TO THOSE LOCATED IN OR NEAR THE BATON ROUGE, LA AREA IN THE FIELDS OF SOCIAL SERVICES, ARTS AND CULTURE, EDUCATION, ANIMAL WELFARE, AND NATURAL AND HISTORIC CONSERVATION. ALZHEIMER'S SERVICES OF THE CAPITAL AREA 3772 NORTH BLVD SUITE B BATON ROUGE LA 70806 NONE 501(C)(3) CHARITABLE - ROSEMARY SOCIETY CHALLENEGE & OPERATING COSTS FOR CHARLIE'S PLACE III 29250 ARTS COUNCIL OF GREATER BATON ROUGE 233 ST FERDINAND ST BATON ROUGE LA 70802 NONE 501(C)(3) CHARITABLE - SHAW CENTER FOR THE ARTS SUBSIDY PROGRAM 25000 BALDWIN FAMILY VILLAGE FOUNDATION 155 S SECTION ST FAIRHOPE AL 36532 NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 25000 BATON ROUGE GALLERY 1515 DALRYMPLE DRIVE BATON ROUGE LA 70808 NONE 501(C)(3) CHARITABLE - THE REAL LIFE EXPERIENCE - AN EXHIBILTION OF ART BY HIGH SCHOOL STUDENTS 6000 BATON ROUGE YOUTH COALITION 460 NORTH 11TH STREET BATON ROUGE LA 70802 NONE 501(C)(3) CHARITABLE - SUPPORT PERSISTENCE PROGRAM 100000 BIG BUDDY PROGRAMBR AREA YOUTH NETWORK 1415 MAIN ST BATON ROUGE LA 70808 NONE 501(C)(3) CHARITABLE - FUNDING TO SUPPORT THE COMMUNITY PARTNERSHIP INITATIVE 20000 CANCER SERVICES OF GREATER BATON ROUGE 550 LOBDELL AVE BATON ROUGE LA 70806 NONE 501(C)(3) CHARITABLE - ANNUAL SUPPORT 10000 CAT HAVEN 11130 N HARRELLS FERRY RD BATON ROUGE LA 70816 NONE 501(C)(3) CHARITABLE - FUNDING FOR ADOPTION SERVICES CENTER EXPANSION PROJECT 200000 CENIKOR FOUNDATION 2414 BUNKER HILL DR BATON ROUGE LA 70808 NONE 501(C)(3) CHARITABLE - GENERAL ANNUAL SUPPORT 10000 CENTER FOR PLANNING EXCELLENCE 100 LAFAYETTE ST BATON ROUGE LA 70801 NONE 501(C)(3) CHARITABLE - ANNUAL MEMBERSHIP 10000 CHRISTIAN OUTREACH CENTER 1427 MAIN STREET BATON ROUGE LA 70802 NONE 501(C)(3) CHARITABLE - CAPACITY & STABLITY BUILDING 50000 CITY YEAR BATON ROUGE 111 NORTH 3RD STREET BATON ROUGE LA 70801 NONE 501(C)(3) CHARITABLE - ANNUAL SUPPORT 10000 COMPANION ANIMAL ALLIANCE 2550 GOURRIER AVE BATON ROUGE LA 70820 NONE 501(C)(3) CHARITABLE - PETS FOR LIFE PROGRAM & CANINE PARVOVIRUS PROGRAM 156250 FRIENDS OF THE SHELTER INC PO BOX 351 HAMMOND LA 70404 NONE 501(C)(3) CHARITABLE - REDUCED-COST SPAY/NEUTER PROGRAM & COMMUNITY SPAY DAYS 40000 GREATER BATON ROUGE FOOD BANK PO BOX 45830 BATON ROUGE LA 70895 NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10000 LINE 4 LINE 449 N ACADIAN THRUWAY BATON ROUGE LA 70806 NONE 501(C)(3) CHARITABLE - YOUTH MENTORSHIP PROGRAMMING 30000 LOUISIANA ENDOWMENT FOR THE HUMANITIES 938 LAFAYETTE STREET SUITE 300 NEW ORLEANS LA 70113 NONE 501(C)(3) CHARITABLE - SUPPORT FOR DISTRIBUTION OF PRIME TIME BOXES AND FAMILY READING PROGRAMS 47781 LOUISIANA RESOURCE CENTER FOR EDUCATORS 5550 FLORIDA BLVD BATON ROUGE LA 70806 NONE 501(C)(3) CHARITABLE (EDUCATIONAL) - ANNUAL SUPPORT 10000 LOUSIANA KEY ACADEMY 3172 GOVERNMENT ST BATON ROUGE LA 70806 NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10000 MANNERS OF THE HEART 763 NORTH BLVD BATON ROUGE LA 70802 NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10000 MANSHIP THEATRE 100 LAFAYETTE ST BATON ROUGE LA 70801 NONE 501(C)(3) CHARITABLE - EDUCATIONAL CHILDREN'S PROGRAMMING WITH LIBRARY THEMED EVENTS (PARTNERSHIP WITH EBR PUBLIC LIBRARY) 23750 NATURE CONSERVANCY OF LOUISIANA 721 GOVERNMENT ST SUITE 200 BATON ROUGE LA 70802 NONE 501(C)(3) CHARITABLE - SUPPORT OF THE ATCHAFALAYA CONSERVATION CENTER (CONSERVATION FELLOWS PROGRAM)/ FUNDING FOR ENVIRONMENTAL FLOW PROGRAM FOR THE ATCHAFALAYA BASIN 30000 TEACH FOR AMERICA GREATER BATON ROUGE 501 GOVERNMENT STREET SUITE 100 BATON ROUGE LA 70802 NONE 501(C)(3) CHARITABLE - IGNITE FELLOWSHIP PRGRAM & ANNUAL SUPPORT 60000 THE EMERGE CENTER 7784 INNOVATION PARK DRIVE BATON ROUGE LA 70820 NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10000 THE LIFE OF A SINGLE MOM 12015 JUSTICE AVE BATON ROUGE LA 70816 NONE 501(C)(3) CHARITABLE - FUNDING FOR BACK TO SCHOOL INITIATIVE 40000 THE MARINE MAMMAL CENTER 2000 BUNKER ROAD FORT CRONKHITE SAUSALITO CA 94965 NONE 501(C)(3) CHARITABLE - GENERAL ANNUAL SUPPORT 10000 THE WALLS PROJECT 7575 JEFFERSON HIGHWAY 91 BATON ROUGE LA 70808 NONE 501(C)(3) CHARITABLE - CULTURE CLUB & FUTURES FUND 25000 THRIVE FOUNDATION BATON ROUGE 2585 BRIGHTSIDE DR BATON ROUGE LA 70820 NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10000 ACTA NON VERBA URBAN FARM 1001 83RD AVENUE - MAILBOX 1 OAKLAND CA 94621 NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10000 BATON ROUGE BAR FOUNDATION 544 MAIN STREET BATON ROUGE LA 70801 NONE 501(C)(3) CHARITABLE - TEEN COURT PROGRAM 10000 BAYSIDE ACADEMY 303 DYER AVENUE DAPHNE AL 36526 NONE 501(C)(3) CHARITABLE - CAPITAL CAMPAIGN 25000 BISSEL PET FOUNDATION 2345 WALKER AVENUE NW GRAND RAPIDS MI 49544 NONE 501(C)(3) CHARITABLE - FIX THE FUTURE PROGRAM (SPAY & NEUTER IN BATION ROUGE) 50000 COMPASS FAMILY SERVICES 37 GROVE STREET SAN FRANCISCO CA 94102 NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10000 DOG PEOPLE OF LIVINGSTON 14830 CARROL DRIVE WALKER LA 70785 NONE 501(C)(3) CHARITABLE - FUNDING TO SUPPORT OPENING OF A PERMANENT SPAY/NEUTER CLINIC 25000 EMBRACE RELIEF FOUNDATION 18 PASSAIC AVENUE UNIT 1 FAIRFIELD NJ 07004 NONE 501(C)(3) CHARITABLE - FUNDING TO BUILD A WTER WELL TO PROVIDE SAFE DRINKING WATER IN BONDO VILLAGE, TANZANIA 15000 FATHERS ON A MISSION 1120 GOVERNMENT STREET BATON ROUGE LA 70802 NONE 501(C)(3) CHARITABLE - SUPPORT FOR PROJECT FAMILY BUILD 50000 GARDERE COMMUNITY CHRISTIAN SCHOOL 5838 GSRI AVENUE BATON ROUGE LA 70810 NONE 501(C)(3) CHARITABLE - LITTLE MOVERS PROGRAM 25000 GREAT HEARTS HARVESTON 11801 BLUEBONNET BLVD BATON ROUGE LA 70810 NONE 501(C)(3) CHARITABLE - SUPPORT FOR ECONOMICALLY DISADVANTAGED STUDENTS 100000 HOMELESS PRENATAL PROGRAM 2500 18TH STREET SAN FRANCISCO CA 94110 NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10000 KIDS ORCHESTRA PO BOX 788 BATON ROUGE LA 70821 NONE 501(C)(3) CHARITABLE - SUPPORT OF THE HARMONY COLLECTIVE 20780 KNOCK KNOCK CHILDREN'S MUSEUM 2561 CITIPLACE COURT 750-260 BATON ROUGE LA 70808 NONE 501(C)(3) CHARITABLE - FUNDING FOR THE "KNOCK KNOCK ACCESS FOR ALL REDUCED ADMISSION" PROGRAM 100000 LSU FOUNDATION & COLLEGE OF ART & DESIGN 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 NONE 501(C)(3) CHARITABLE - SUPPORT FOR THE OPEN EXPERIMENTAL STUDIO IN THE GLASSELL GALLERY 9500 PRESBYTERIAN CHILDREN'S HOME & SERVICES 5920 W WILLIAM CANNON DRIVE BUILDING 3 SUITE 100 AUSTIN TX 78749 NONE 501(C)(3) CHARITABLE - SUPPORT FOR THE CHILD AND FAMILY PROGRAM IN BATON ROUGE 5000 SAN FRANCISCO ARTS EDUCATION PROJECT 135 VAN NESS AVENUE SAN FRANCISCO CA 94102 NONE 501(C)(3) CHARITABLE - ARTISTS IN SCHOOLS & ARTISTS IN RESIDENCE PROGRAM 25000 SAN FRANCISCO CHILDRENS ART CENTER 2 MARINA BLVD FOR MASON CENTER BUILDING C SAN FRANCISCO CA 94123 NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10000 SAN FRANCISCO FREE CLINIC 4900 CALIFORNIA STREET SAN FRANCISCO CA 94118 NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10000 TURN 2 U INC (THE LAST MILE) 548 MARKET STREET PMB 70892 SAN FRANCISCO CA 94104 NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10000 1538311 BATON ROUGE YOUTH COALITION 460 NORTH 11TH STREET BATON ROUGE LA 70802 NONE 501(C)(3) CHARITABLE - SUPPORT PERSISTENCE PROGRAM 200000 NATURE CONSERVANCY OF LOUISIANA 721 GOVERNMENT ST SUITE 200 BATON ROUGE LA 70802 NONE 501(C)(3) CHARITABLE - SUPPORT OF THE ATCHAFALYA CONSERVATION CENTER (CONSERVATION FELLOWS PROGRAM) 360000 560000 14 187772 14 988343 18 418428 MISC INCOME 900099 0 1594543 0 1594543 0 0 0 0 0 0 0 0 0 0 X X 1 LAMAR GENERATION SKIPPING TRUST 2007 HEET 5321 CORPORATE BLVD BATON ROUGE LA 70808 40117 X ACCOUNTING FEES 950 0 950 OCCIDENTAL PETRLM COR SR NTS 5.875% 09/01/2025 DTD 08/26/2020 69745 70214 PECO ENERGY CO 3.15% 10/15/2025 DTD 10/05/2015 77470 80124 ORACLE CORP SR NTS 6.15% 11/09/2029 DTD 11/09/2022 103341 104888 NETFLIX INC SR NTS 4.875% 04/15/2028 DTD 10/26/2017 76666 79323 MSCI INC 4.0% 11/15/2029 DTD 11/07/2019 90430 94283 MORGAN STANLEY SR NTS MTN VAR RT 01/21/2028 DTD 01/24/2022 90153 95296 MOODY'S CORP SR NTS 4.25% 08/08/2032 DTD 08/08/2022 63403 66422 NUTRIEN LTD SR NTS 2.95% 05/13/2030 DTD 05/13/2020 79753 85471 SABINE PASS LIQUEFACTION SR NTS 5.0% 03/15/2027 DTD 05/10/2017 80373 83172 S&P GLOBAL INC 4.25% 05/01/2029 DTD 02/28/2023 68070 70419 MONDELEZ INTL SR NTS 3.0% 03/17/2032 DTD 03/17/2022 79653 84174 SPRINT CAP CORP 8.75% 03/15/2032 DTD 06/21/2002 177719 179085 STARBUCKS CORP SR NTS 3.55%08/15/2029 DTD 05/13/2019 94311 94674 STRYKER CORP SR NTS 3.375% 11/01/2025 DTD 10/29/2015 60692 62369 WALMART INC SR NTS 4.1% 04/15/2033 DTD 04/18/2023 105997 109571 WASTE CONNECTIONS INC SR NTS 2.2% 01/15/2032 DTD 09/20/2021 80068 85675 PUB STORAGE OP CO 5.1% 08/01/2033 DTD 07/26/2023 77890 80638 MID-AMERICA APARTMENTS SR NTS 4.0% 11/15/2025 DTD 11/09/2015 77521 79615 LOCKHEED MARTIN CORP SR NTS 1.85% 06/15/2030 DTD 05/20/2020 100446 106285 MARTIN MARIETTA MATL SR NTS 2.4% 07/15/2031 DTD 07/02/2021 80110 86751 ABBVIE INC SR NTS 3.2%11/21/2029 DTD 11/17/2020 92212 92815 ALTRIA GROUP INC 2.35% 05/06/2025 DTD 05/06/2020 79357 83280 AMPHENOL CORP SR NTS 2.2% 09/15/2031 DTD 09/14/2021 85249 90500 ANHEUSER-BUSCH INBEV WOR 4.0% 04/13/2028 DTD 04/04/2018 78689 81480 AON CORP 3.75% 05/02/2029 DTD 05/02/2019 85170 88305 BECTON DICKINSON AND CO 3.700% 06/06/2027 DTD 06/06/2017 79376 82989 BK OF AMER CORP SR NTS MTN VAR RT 02/04/2028 DTD 02/04/2022 90581 95346 BROADCOM INC 4.15% 11/15/2030 DTD 08/07/2020 79166 85161 CLOROX CO SR NTS 3.9% 05/15/2028 DTD 05/09/2018 85241 88387 CONSTELLATION BRANDS INC 4.65% 11/15/2028 DTD 10/29/2018 77392 80104 MCDONALD'S CORP SR NTS 4.95% 08/14/2033 DTD 08/14/2023 73251 75370 CSX CORP SR NTS 4.25% 03/15/2029 DTD 11/15/2018 86719 89102 ELEVANCE HEALTH INC SR NTS 5.5% 10/15/2032 DTD 11/04/2022 76552 77746 GLOBAL PAYMENTS INC SR NTS 1.2% 03/01/2026 DTD 02/26/2021 80058 86276 GOLDMAN SACHS GROUP INC SR NTS VAR RT 03/09/2027 DTD 03/08/2021 84757 91202 HCA INC 5.875% 02/01/2029 DTD 01/30/2019 77001 79610 HUMANA INC SR NTS 3.95% 03/15/2027 DTD 03/16/2017 80518 83374 JPMORGAN CHASE & CO SR NTS MTN 6.0% 08/18/2033 DTD 08/15/2023 100000 100146 KEURIG DR PEPPER INC 3.4% 11/15/2025 DTD 11/09/2015 87026 90063 WELLS FARGO & CO SR NTS MTN VAR RT 06/17/2027 DTD 06/17/2019 78011 82057 LOWE'S COS INC SR NTS 2.625%04/01/2031 DTD 03/31/2021 85192 86857 MARATHON PETRLM CORP SR NTS 4.7% 05/01/2025 DTD 04/27/2020 79261 80907 DUKE ENERGY PROGRESS LLC 5.25% 03/15/2033 DTD 03/09/2023 45731 47098 XYLEM INC SR NTS 2.25% 01/30/2031 DTD 06/26/2020 79683 85230 BK OF NY MELLON CORP SR NTS MTN VAR RT 10/25/23 DTD 10/25/22 89350 89063 RTX CORP SR NTS 6.1% 03/15/2034 DTD 11/08/2023 90234 88452 ZOETIS INC SR NTS 5.6% 11/16/2032 DTD 11/16/2022 87768 87634 ROPER TECHNOLOGIES INC SR NTS 4.9% 10/15/2024 DTD 08/21/2024 86207 84635 AMERN EXPRESS CO SR NTS VAR RT 05/01/2034 DTD 05/01/2023 83816 84501 KIMCO RLTY OP LLC 2.8% 10/01/2023 DTD 08/18/2016 81889 83183 CITIGROUP INC SR NTS 3.3% 04/27/2025 DTD 04/27/2015 81399 81604 ENTERGY AR LLC 5.3% 09/15/2023 DTD 08/17/2023 79413 77475 PNC FINL SERVICES SR NTS VAR RT 01/24/2034 DRD 01/24/2023 67405 66246 BK OF AMER CORP SR NTS VAR RT 04/25/2034 DTD 04/25/2023 63488 63462 AMGEN INC SR NTS 2.6% 08/19/2026 DTD 08/19/2016 59908 59966 TWDC ENTERPRISES 18 CORPS MTN 3.15% 09/17/2025 DTD 09/17/2015 55346 55440 TRUIST FINL CORP SR NTS MTN 3.7% 06/05/2025 DTD 06/05/2018 54572 54744 MORGAN STANLEY SR NTS MTN VAR RT 04/24/2034 DTD 04/21/2023 51281 50219 JOHN DEERE CAP CORP SR NTS 4.5% 01/08/2027 DTD 01/08/2024 42946 43060 GA PWR CO SR NTS 4.95% 05/17/2033 DTD 05/04/2023 39040 39172 155,628 SHARES OF LAMAR ADVERTISING CO. STOCK 4019328 18702673 FINANCIAL SELECT SECTOR SPDR 152491 304431 FIDELITY 500 INDEX FD-AI 2212431 4712046 ENERGY SELECT SECTOR SPDR 90195 100565 HEALTH CARE SELECT SECTOR 149394 222176 INDUSTRIAL SELECT SECT SPDR 98502 144145 CONSUMER STAPLES SPDR 66335 70199 CONSUMER DISCRETIONARY SELT 141098 207972 ISHARES CORE S&P 500 ETF 342225 468589 COMM SERV SELECT SECTOR SPDR 18797 27881 VANGUARD COMMUNICATION SERVICES ETF 96198 170146 VANGUARD INFO TECH ETF 268332 674031 VANGUARD S&P 500 ETF 275461 364774 TROWE PRICE BALANCED FUND FMV 568436 600787 ACCRUED INCOME 52026 OTHER DECREASE IN FUND BALANCES 4260 MEMBERSHIPS 4240 0 4240 ADVERTISING 10830 0 10830 MISCELLANEOUS 15 0 0 ADMINISTRATION 28500 0 28500 TRAINING 5000 0 0 INVESTMENT MANAGEMENT 46590 46590 0 CONSULTING FEES 489 0 489 2023 TAXES 6000 0 0 2024 TAXES 16000 0 0