Nonprofit · EIN 72-0905792
LOUISIANA-MISSISSIPPI-WEST TENNESSEE DISTRICT FOUNDATION INC
Tax-exempt · BATON ROUGE, LA 70809
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $85,766 | $102,913 | -$17,147 | $1,175,907 | $0 | $1,175,907 |
| September 30, 2024 | 990-PF | $164,031 | $82,361 | $81,670 | $951,046 | $1,744 | $949,302 |
| September 30, 2023 | 990-PF | $124,958 | $75,214 | $49,744 | $867,632 | $0 | $867,632 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $49,102
- Dividends
- $23,611
- Interest
- $1
- Other income
- $13,052
Expenses
- Grants and similar amounts paid
- $75,983
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $75,983
- Excise tax on investment income
- $298
Balance sheet and other
- Total assets, start of year
- $951,046
- Total assets, end of year
- $1,175,907
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,175,907
- Fair market value of assets
- $1,272,173
- Qualifying distributions
- $75,983
- Net investment income
- $27,268
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Robertson 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Exec Dir/Treasurer | 10 | $0 |
| Andrew Dozier 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | President | 1 | $0 |
| Catherine Simmons 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Secretary | 1 | $0 |
| Floyd McIntyre 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Betty Carter 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Martin Keil 10000 Celtic Drive Ste 706, Baton Rogue, LA 70809 | Director | 1 | $0 |
| Sharon Henry 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Chelsea Brumfield 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Tom Long 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Vice President | 1 | $0 |
| Jonathan Booth 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Cathy Fry 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Shawn Hornsby 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Pam Hadley 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Penny Hall 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Heather Givens 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R Bruce Hammatt 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| John Fry 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Claude Vinson 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Michael Caruthers 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Immediate Past President | 1 | $0 |
990-PF for the year ended September 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Robertson 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Exec Dir Treasurer | 10 | $0 |
| Andrew Dozier 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | President | 1 | $0 |
| Catherine Simmons 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Secretary | 1 | $0 |
| Floyd McIntyre 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Betty Carter 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Martin Keil 10000 Celtic Drive Ste 706, Baton Rogue, LA 70809 | Director | 1 | $0 |
| Sharon Henry 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Chelsea Brumfield 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Tom Long 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Vice President | 1 | $0 |
| Jonathan Booth 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Cathy Fry 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Shawn Hornsby 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Pam Hadley 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Penny Hall 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Heather Givens 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| R Bruce Hammatt 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| John Fry 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Claude Vinson 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Michael Caruthers 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Immediate Past President | 1 | $0 |
990-PF for the year ended September 30, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Robertson 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Exec Dir Treasurer | 10 | $0 |
| Michael Caruthers 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | President | 1 | $0 |
| Catherine Simmons 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Secretary | 1 | $0 |
| Andrew Dozier 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Vice President | 1 | $0 |
| Jennifer Kelly White 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Imm Past President | 1 | $0 |
| Ralph Carter 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Betty Carter 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Cathy Fry 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Pam Hadley 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Jillian Wohlgemuth 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| MiLisa York 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Shawn Hornsby 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Martin Keil 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Sharon Henry 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Chelsea Brumfield 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Tom Long 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Jonathan Booth 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Richard Latiolais 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| R Bruce Hammatt 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
| Rogena Woods Mitchell 10000 Celtic Drive Ste 706, Baton Rouge, LA 70809 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 10000 CELTIC DRIVE STE 706, BATON ROUGE, LA 70809-2501
- In care of
- % JEN ROBERTSON
- Signed the 990-PF
- Jennifer Robertson, Executive Director
- Phone
- (225) 769-9233
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 72-0905792
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1981
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,175,907
- Income (IRS master file)
- $85,766
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $85,766 | $102,913 | $1,175,907 | XML |
| 990-PF | September 2024 | $164,031 | $82,361 | $951,046 | XML |
| 990-PF | September 2023 | $124,958 | $75,214 | $867,632 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 72-0905792).
Questions about LOUISIANA-MISSISSIPPI-WEST TENNESSEE DISTRICT FOUNDATION INC
- What is the EIN of LOUISIANA-MISSISSIPPI-WEST TENNESSEE DISTRICT FOUNDATION INC?
- The employer identification number (EIN) of LOUISIANA-MISSISSIPPI-WEST TENNESSEE DISTRICT FOUNDATION INC is 72-0905792.
- Is LOUISIANA-MISSISSIPPI-WEST TENNESSEE DISTRICT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to LOUISIANA-MISSISSIPPI-WEST TENNESSEE DISTRICT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOUISIANA-MISSISSIPPI-WEST TENNESSEE DISTRICT FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOUISIANA-MISSISSIPPI-WEST TENNESSEE DISTRICT FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOUISIANA-MISSISSIPPI-WEST TENNESSEE DISTRICT FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of LOUISIANA-MISSISSIPPI-WEST TENNESSEE DISTRICT FOUNDATION INC?
- The 990-PF for the year ended September 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does LOUISIANA-MISSISSIPPI-WEST TENNESSEE DISTRICT FOUNDATION INC have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $85,766, expenses of $102,913 and total assets of $1,175,907 at year end.
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