2025-11-17T12:48:05-06:00 2024-12-31 721447940 BROUSSARD & COMPANY CPAS LLC 127 WEST BROAD STREET SUITE 800 LAKE CHARLES LA 70601 990 2024-01-01 721508036 COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA COMM 3374916688 1155 RYAN ST 2ND FLOOR LAKE CHARLES LA 70601 SARA JUDSON PRESIDENT 3374916688 2025-11-13 1 1 WESLEY R DUNN CPA P01861815 3374396600 2025-11-13 2024 2025-03-06 01:10:19Z JON MANNS PO BOX 3125 LAKE CHARLES LA 70602 5895775 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 3 0 0 0 3180650 3979377 0 0 2175328 1902834 -14002 -32211 5341976 5850000 1779245 3198098 0 0 322487 347354 0 0 62457 506322 463739 2608054 4009191 2733922 1840809 37190285 39568084 207155 59644 36983130 39508440 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 3736585 3198098 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. 3736585 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 1 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 25 0 1 3 1 0 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 JIM ROCK CHAIR 1.00 X X 0 0 0 GLENN PUMPELLY TREASURER 1.00 X X 0 0 0 MOLLIE BROUSSARD DIRECTOR 1.00 X 0 0 0 KODY CANNON DIRECTOR 1.00 X 0 0 0 KAREN CHAMBERLAIN DIRECTOR 1.00 X 0 0 0 MATT FELDER DIRECTOR 1.00 X 0 0 0 MARIA LABORDE 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 ANGELA QUEENAN DIRECTOR 1.00 X 0 0 0 MARSHALL SIMIEN DIRECTOR 1.00 X 0 0 0 OWEN THOMPSON DIRECTOR 1.00 X 0 0 0 KADE TRAHAN DIRECTOR 1.00 X 0 0 0 SARA JUDSON PRESIDENT/CEO 40.00 X 131841 0 0 131841 0 0 1 0 0 0 ECOLOGICAL RESTORATION SERVICES LLC 6575 W LOOP SOUTH STE 300 BELAIRE TX 77401 PLANNING CONSULTANT 145752 1 34078 29123 50000 3866176 3979377 1454420 1454420 448414 0 448414 448414 448414 13564 34078 45775 -32211 -32211 5850000 0 0 1870623 3198098 3198098 131841 92289 19776 19776 138442 79088 53021 6333 55540 35216 14959 5365 21531 13652 5799 2080 84199 84199 8700 8700 30244 7159 1109 21976 17208 10153 4847 2208 9209 5839 2480 890 18666 9113 8241 1312 21402 13571 5764 2067 4656 2952 1254 450 PROJECT EXPENSES 269455 269455 4009191 3736585 210149 62457 87944 454552 7069779 7845992 2700 1800 80000 80000 111744 32119 26818 79625 29911611 31106115 11433 0 37190285 39568084 191932 59644 15223 0 207155 59644 X 14057050 15770222 22926080 23738218 36983130 39508440 37190285 39568084 X 1840809 1730461 -1045960 X X 0 1 X 1 0 X X 1 BATON ROUGE AREA FOUNDATION 726030391 7 1 3736585 0 1 3736585 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 68 18 2620587 11717 2020480 955154 10227372 2743771 1 1 13461582 734418 1777397 1329797 52875 14590725 12137184 693822 1498570 805788 62206 13461582 13767799 483595 -1321174 731953 61083 12137184 11793524 225342 2513263 706553 57777 13767799 11067668 224097 1157814 604955 51100 11793524 0.04224 0.79389 0.16387 0 0 27224 21558 5666 84520 10561 73959 79625 INVESTMENT IN BRAF POOL 30462909 F INTEREST IN PARTNERSHIP 50002 C INVESTMENT IN PORTFOLIOS 593204 F 31106115 X 7228245 1730461 -384426 1346035 5882210 -32210 -32210 5850000 4041402 32211 32211 4009191 0 4009191 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 2021. 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: ORGANIZATION FUND EARNINGS -384,426. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISER EXPENSES NETTED AGAINST REVENUE -32,211. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISER EXPENSES NETTED AGAINST REVENUE 32,211. 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SIMPSON UNITED METHODIST CHURCH 1500 COUNTRY CLUB RD LAKE CHARLES LA 70605 720787405 RELIGIOUS ORGANIZATI 20000 0 GENERAL SUPPORT ST MICHAEL AND ALL ANGELS EPISCOPAL CHURCH 123 WEST SALE RD LAKE CHARLES LA 70605 800532888 RELIGIOUS ORGANIZATI 5100 0 GENERAL SUPPORT ST NICHOLAS CENTER FOR CHILDREN PO BOX 3163 LAKE CHARLES LA 70602 260566851 501(C)(3) 6500 0 GENERAL SUPPORT THE FULLER CENTER FOR HOUSING INC 949 RYAN ST STE 200 LAKE CHARLES LA 70601 922484444 501(C)(3) 35000 0 GENERAL SUPPORT THE SALVATION ARMY - LAKE CHARLES PO BOX 17166 LAKE CHARLES LA 70616 580660607 501(C)(3) 20337 0 GENERAL SUPPORT THE WATERS EDGE 2760 POWER CENTRE PKWY LAKE CHARLES LA 70607 208781193 RELIGIOUS ORGANIZATI 30000 0 GENERAL SUPPORT OF CONSTRUCTION OF A BUILDING FOR THE WATERS EDGE HOMELESS OUTREACH PROGRAM TIGER ATHLETIC FOUNDATION PO BOX 711 BATON ROUGE LA 70821 721004960 501(C)(3) 80000 0 GENERAL SUPPORT TOURNAMENT OF THE STARS INC PO BOX 1385 LAKE CHARLES LA 70602 721383649 501(C)(3) 9580 0 SUPPORT FOR SWIM PROGRAM AT CITY OF LAKE CHARLES WARD 3 RECREATION TRINITY BAPTIST CHURCH 1800 COUNTRY CLUB RD LAKE CHARLES LA 70605 720471378 RELIGIOUS ORGANIZATI 170000 0 GENERAL SUPPORT UNITED AGAINST HUMAN TRAFFICKING PO BOX 541184 HOUSTON TX 77254 261103492 501(C)(3) 7000 0 GENERAL SUPPORT VAIL SCHOOL DISTRICT FOUNDATION PO BOX 838 VAIL AZ 85641 825212520 501(C)(3) 10500 0 GENERAL SUPPORT OF ANDRADA POLYTECHNIC HIGH SCHOOL WEST HOUSTON ASSISTANCE MINISTRIES INC PO BOX 421639 HOUSTON TX 772421639 760001309 501(C)(3) 12000 0 GENERAL SUPPORT WESTERN HEIGHTS ELEMENTARY SCHOOL 1100 ELIZABETH ST WESTLAKE LA 70669 726000235 501(C)(3) 8000 0 GENERAL SUPPORT WESTWOOD ELEMENTARY SCHOOL 1900 SAMPSON ST WESTLAKE LA 706694098 726000235 501(C)(3) 8000 0 GENERAL SUPPORT 72 13 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 17 654926 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 -1,045,960. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS IN DETERMINING AN AUDITOR DURING THE YEAR. 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