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← COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA

Form 990 for tax year 2023

Filed by COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA.

Totals

Total revenue
$5,341,976
Total expenses
$2,608,054
Contributions and grants received
$3,180,650
Grants paid
$1,779,245
Program service revenue
$0
Investment income
$2,175,328
Other revenue
-$14,002
Total assets, end of year
$37,190,285
Total liabilities, end of year
$207,155
Net assets or fund balances, end of year
$36,983,130
Program services expenses (Part IX)
$2,292,159
Management and general expenses
$259,961
Fundraising expenses
$55,934
Program service expenses (Part III)
$2,292,159

Program services were 87.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $25,357

  • 1d · Related organizations

    $33,517

  • 1f · All other contributions, gifts and grants

    $3,121,776

  • 3 · Investment income

    total $1,142,485 · unrelated business $18,869 · excluded $1,123,616

  • 7a · Gross sales of assets other than inventory

    securities $1,032,843

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $1,032,843

  • 7d · Net gain or loss

    total $1,032,843 · excluded $1,032,843

  • 8a · Fundraising events: gross income

    $10,093

  • 8a · Fundraising events: contributions included on line 1c

    $25,357

  • 8b · Fundraising events: direct expenses

    $24,095

  • 8c · Net income from fundraising events

    total -$14,002 · excluded -$14,002

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,779,245 · program services $1,779,245

  • 5 · Compensation of officers, directors and key employees

    total $118,355 · program services $82,849 · management and general $17,753 · fundraising $17,753

  • 7 · Other salaries and wages

    total $134,410 · program services $76,785 · management and general $51,476 · fundraising $6,149

  • 9 · Other employee benefits

    total $50,509 · program services $31,899 · management and general $13,834 · fundraising $4,776

  • 10 · Payroll taxes

    total $19,213 · program services $12,134 · management and general $5,262 · fundraising $1,817

  • 11a · Fees: management

    total $141,376 · management and general $141,376

  • 11c · Fees: accounting

    total $8,700 · management and general $8,700

  • 11g · Fees: other

    total $40,732 · program services $17,705 · management and general $4,814 · fundraising $18,213

  • 12 · Advertising and promotion

    total $3,685 · program services $121 · management and general $2,245 · fundraising $1,319

  • 13 · Office expenses

    total $18,432 · program services $11,433 · management and general $4,539 · fundraising $2,460

  • 17 · Travel

    total $8,390 · program services $4,879 · management and general $2,604 · fundraising $907

  • 22 · Depreciation, depletion and amortization

    total $25,352 · program services $16,011 · management and general $6,944 · fundraising $2,397

  • 23 · Insurance

    total $1,511 · program services $954 · management and general $414 · fundraising $143

  • 24a · Other expenses: PROJECT EXPENSES

    total $258,144 · program services $258,144

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $427,403 · end of year $87,944

  • 2 · Savings and temporary cash investments

    beginning of year $6,284,654 · end of year $7,069,779

  • 7 · Other notes and loans receivable

    beginning of year $8,100 · end of year $2,700

  • 9 · Prepaid expenses and deferred charges

    beginning of year $80,000 · end of year $80,000

  • 10a · Land, buildings and equipment: cost or other basis

    $50,505

  • 10b · Land, buildings and equipment: accumulated depreciation

    $23,687

  • 10c · Land, buildings and equipment, net

    beginning of year $19,842 · end of year $26,818

  • 12 · Investments: other securities

    beginning of year $27,091,481 · end of year $29,911,611

  • 15 · Other assets

    beginning of year $31,033 · end of year $11,433

  • 17 · Accounts payable and accrued expenses

    beginning of year $149,691 · end of year $191,932

  • 25 · Other liabilities

    beginning of year $35,080 · end of year $15,223

  • 27 · Net assets without donor restrictions

    beginning of year $12,416,680 · end of year $14,057,050

  • 28 · Net assets with donor restrictions

    beginning of year $21,341,062 · end of year $22,926,080

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

THE COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA UNITES HUMAN AND FINANCIAL RESOURCES TO EFFECT PERMANENT, POSITIVE, CULTURE CHANGE.

  • 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.

    Expenses $2,292,159 · Grants $1,779,245

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jim Rock

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Glenn Pumpelly

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Lee Boyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karen Chamberlain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matt Felder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carly Leonards

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Clair Marceaux

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Julie Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nicole Moncrief

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Willie Mount

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Angela Queenan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marshall Simien

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Owen Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Troy Trahan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sara Judson

    PRESIDENT/CEO

    Total calculated
    $118,355
    From this org
    $118,355
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CPDC PROPERTIES LP

    N/A · REAL ESTATE · LA

    Directly controlled by COMMERCIAL PROPERTIES REALTY TRUST

  • 5401 NORTH LLC

    N/A · REAL ESTATE · LA

    Directly controlled by WILBUR MARVIN FOUNDATION

  • CPRT AMERICANA LLC

    N/A · REAL ESTATE · LA

    Directly controlled by COMMERCIAL PROPERTIES REALTY TRUST

  • 5401 NORTH INVESTMENTS I LLC

    N/A · REAL ESTATE · LA

    Directly controlled by COMMERCIAL PROPERTIES REALTY TRUST

  • 5401 CFN I LLC

    N/A · REAL ESTATE · LA

    Directly controlled by 5401 NORTH INVESTMENTS III LLC

  • BCBC LAND LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CPDC PROPERTIES

  • BCBC SHOPPES LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CPDC PROPERTIES

  • 5401 NORTH INVESTMENTS III LLC

    N/A · REAL ESTATE · LA

    Directly controlled by WILBUR MARVIN FOUNDATION

  • CANCER FOCUS FUND

    N/A · INVESTMENT · TX

    Directly controlled by BATON ROUGE AREA FOUNDATION

  • CPRT QOF I LLC

    N/A · REAL ESTATE · LA

    Directly controlled by COMMERCIAL PROPERTIES REALTY TRUST

  • CPRT QOZB I LLC

    N/A · REAL ESTATE · LA

    Directly controlled by COMMERCIAL PROPERTIES REALTY TRUST

  • KANNAPOLIS CROSSING LP

    N/A · REAL ESTATE · LA

    Directly controlled by COMMERCIAL PROPERTIES REALTY TRUST

  • CPRT QOZB II LLC

    N/A · REAL ESTATE · LA

    Directly controlled by COMMERCIAL PROPERTIES REALTY TRUST

  • TRANSBIO VENTURES LP

    N/A · INVESTMENT · DE

    Directly controlled by BATON ROUGE AREA FOUNDATION

  • BR ACQUISITIONS LLC

    N/A · REAL ESTATE · LA

    Directly controlled by COMMERCIAL PROPERTIES MANAGEMENT CORP

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • COMMERCIAL PROPERTIES REALTY TRUST

    C · REAL ESTATE · MD

    Directly controlled by WILBUR MARVIN FOUNDATION

  • CAPITAL HOUSE HOTEL LLC

    C · REAL ESTATE · LA

    Directly controlled by WILBUR MARVIN FOUNDATION

  • BON CARRE' CPDC II INC

    C · HOLDING CORP · LA

    Directly controlled by COMMERCIAL PROPERTIES REALTY TRUST

  • GRAY FOX MINERAL CORPORATION

    S · INVESTMENT · LA

    Directly controlled by BATON ROUGE AREA FOUNDATION

  • FRONT STREET CONDIMINIUM ASSOCIATION INC

    C · REAL ESTATE · LA

    Directly controlled by COMMERCIAL PROPERTIES REALTY TRUST

  • COMMERCIAL PROPERTIES MANAGEMENT CORP

    C · REAL ESTATE · LA

    Directly controlled by WILBUR MARVIN FOUNDATION

  • CHARITABLE REMAINDER TRUST (6)

    T · INVESTMENT · LA

  • CHARITABLE REMAINDER TRUST (1)

    T · INVESTMENT · NC

  • CHARITABLE REMAINDER TRUST (3)

    T · INVESTMENT · LA

  • 5401 N COMMERICAL OWNERS ASSOCIATION

    C · REAL ESTATE · NC

    Directly controlled by COMMERCIAL PROPERTIES REALTY TRUST

  • COMMERCIAL PROPERTIES DEVELOPMENT CORP

    C · REAL ESTATE · LA

    Directly controlled by COMMERCIAL PROPERTIES MANAGEMENT CORP

  • CPRT HE LLC

    C · REAL ESTATE · LA

    Directly controlled by COMMERCIAL PROPERTIES REALTY TRUST

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202443209349316054

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