The Foundation is committed to providing clear information about our finances and grants. Our most recent 990 forms and audits are on this page.

IRS 990 AND FINANCIAL AUDITS

2014 - 990 Form   

2013 - 990 Form    Audit

2012 - 990 Form    Audit

2011 - 990 Form     Audit

2010 - 990 Form    Audit

2009 - 990 Form   Audit

2008 - 990 Form   Audit

 

INCORPORATION DOCUMENTS

Articles of Incorporation

Amended and Restated Articles of Incorporations

IRS Determination Letter 

IRS 1023 Application

INVESTMENT PERFORMANCE

Our assets include real estate, stocks and bonds, and investments in Louisiana venture capital funds. Most of the real estate is held in the Wilbur Marvin Foundation, a supporting nonprofit, and managed by Commercial Properties Realty Trust.

OPERATING BUDGET

The Foundation's operating budget is funded by fees for services on charitable accounts and memberships, which underwrite our civic leadership projects. Our operating budget is about $4 million. More details of the operating budget and finances are in our 990 forms and audits.