IRENE W AND C B PENNINGTON FOUNDATION

Cite this

Plain text IRENE W AND C B PENNINGTON FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/irene-w-and-c-b-pennington-foundation-720938097. Retrieved 2026-10-26.

APA furp.org. (n.d.). IRENE W AND C B PENNINGTON FOUNDATION [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 26, 2026, from https://furp.org/org/irene-w-and-c-b-pennington-foundation-720938097

MLA “IRENE W AND C B PENNINGTON FOUNDATION.” furp.org, tax years 2020–2024, https://furp.org/org/irene-w-and-c-b-pennington-foundation-720938097. Accessed 26 Oct. 2026.

Retrieved 2026-10-26; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue -$130K · expenses $259K · assets $21.8M

Also known as
FOUNDATION
EIN
72-0938097
Address
10343 SIEGEN LN STE 1B, BATON ROUGE, LA 70810-4981
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
June 1982 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
William Hodgkins CHAIRMAN2020-2024 $73,116$358,616 2
Lori J Bertman (former) PRESIDENT/CEO2020-2023 $375,375$1,170,750 1
Rachel A Konick (former) STAFF2020-2023 $14,219$220,729 1
Roddy M Presley (former) STAFF2023 $29,320$29,320 1

Officers and directors, no compensation reported

7 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Daryl B Pennington Sr TRUSTEE2020-2024 0 $0 reported 3
Paula P Delabretonne TRUSTEE2020-2024 0 $0 reported 1
Mary Pennington TRUSTEE2020-2024 0 $0 reported 1
Shannon Smith TRUSTEE2020-2024 0 $0 reported 1
Sharon Palmer Pennington TRUSTEE2020-2024 0 $0 reported 1
Claude Pennington TRUSTEE2024 0 $0 reported 1
Claude B Pennington Iii (former) TRUSTEE2020-2023 0 $0 reported 3

People by year

2024 · 7 people listed · 1 paid, $73K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM HODGKINS CHAIRMAN40 $73,116-- $73,1162
DARYL B PENNINGTON SR TRUSTEE0 $0-$0 $03
PAULA P DELABRETONNE TRUSTEE0 $0-$0 $01
MARY PENNINGTON TRUSTEE0 $0-$0 $01
SHANNON SMITH TRUSTEE0 $0-$0 $01
SHARON PALMER PENNINGTON TRUSTEE0 $0-$0 $01
CLAUDE PENNINGTON TRUSTEE0 $0-$0 $01
2023 · 10 people listed · 4 paid, $492K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORI J BERTMAN PRESIDENT/CEO40 $375,375-$0 $375,3751
WILLIAM HODGKINS CHAIRMAN40 $73,116-$0 $73,1162
RODDY M PRESLEY STAFF40 $29,320-$0 $29,3201
RACHEL A KONICK STAFF40 $14,219-$0 $14,2191
CLAUDE B PENNINGTON III TRUSTEE0 $0-$0 $03
PAULA P DELABRETONNE TRUSTEE0 $0-$0 $01
DARYL B PENNINGTON SR TRUSTEE0 $0-$0 $03
SHARON PALMER PENNINGTON TRUSTEE0 $0-$0 $01
SHANNON SMITH TRUSTEE0 $0-$0 $01
MARY PENNINGTON TRUSTEE0 $0-$0 $01
2022 · 9 people listed · 3 paid, $415K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORI J BERTMAN PRESIDENT/CEO40 $270,375-$0 $270,3751
WILLIAM HODGKINS CHAIRMAN40 $73,116-$0 $73,1162
RACHEL A KONICK STAFF40 $71,094-$0 $71,0941
CLAUDE B PENNINGTON III TRUSTEE0 $0-$0 $03
PAULA P DELABRETONNE TRUSTEE0 $0-$0 $01
DARYL B PENNINGTON SR TRUSTEE0 $0-$0 $03
SHARON PALMER PENNINGTON TRUSTEE0 $0-$0 $01
SHANNON SMITH TRUSTEE0 $0-$0 $01
MARY PENNINGTON TRUSTEE0 $0-$0 $01
2021 · 9 people listed · 3 paid, $400K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORI J BERTMAN PRESIDENT/CEO40 $262,500-$0 $262,5001
WILLIAM HODGKINS CHAIRMAN40 $69,634-$0 $69,6342
RACHEL A KONICK STAFF40 $67,708-$0 $67,7081
CLAUDE B PENNINGTON III TRUSTEE0 $0-$0 $03
PAULA P DELABRETONNE TRUSTEE0 $0-$0 $01
DARYL B PENNINGTON SR TRUSTEE0 $0-$0 $03
SHARON PALMER PENNINGTON TRUSTEE0 $0-$0 $01
SHANNON SMITH TRUSTEE0 $0-$0 $01
MARY PENNINGTON TRUSTEE0 $0-$0 $01
2020 · 9 people listed · 3 paid, $400K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORI J BERTMAN PRESIDENT/CEO40 $262,500-$0 $262,5001
WILLIAM HODGKINS CHAIRMAN40 $69,634-$0 $69,6342
RACHEL A KONICK STAFF40 $67,708-$0 $67,7081
CLAUDE B PENNINGTON III TRUSTEE0 $0-$0 $03
PAULA P DELABRETONNE TRUSTEE0 $0-$0 $01
DARYL B PENNINGTON SR TRUSTEE0 $0-$0 $03
SHARON PALMER PENNINGTON TRUSTEE0 $0-$0 $01
SHANNON SMITH TRUSTEE0 $0-$0 $01
MARY PENNINGTON TRUSTEE0 $0-$0 $01

Highest-paid independent contractors

2023 · 3 contractors · $388K
NameLocationServicePaid
UBS FINANCIAL SERVICESATLANTA, GAINVESTMENT$155,860
EQUITAS CAPITAL ADVISORSNEW ORLEANS, LAINVESTMENT$141,807
MERRILL LYNCHBATON ROUGE, LAINVESTMENT$90,163
2022 · 3 contractors · $455K
NameLocationServicePaid
EQUITAS CAPITAL ADVISORSNEW ORLEANS, LAINVESTMENT$245,260
UBS FINANCIAL SERVICESATLANTA, GAINVESTMENT$116,750
MERRILL LYNCHBATON ROUGE, LAINVESTMENT$93,420
2021 · 3 contractors · $491K
NameLocationServicePaid
EQUITAS CAPITAL ADVISORSNEW ORLEANS, LAINVESTMENT$293,094
UBS FINANCIAL SERVICESATLANTA, GAINVESTMENT$122,864
MERRILL LYNCHBATON ROUGE, LAINVESTMENT$74,808
2020 · 2 contractors · $320K
NameLocationServicePaid
EQUITAS CAPITAL ADVISORSNEW ORLEANS, LAINVESTMENT$229,359
UBS FINANCIAL SERVICESATLANTA, GAINVESTMENT$90,676

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2023 · 130 grants to organizations · $5.5M
2022 · 133 grants to organizations · $5.5M
2021 · 133 grants to organizations · $5.7M
2020 · 90 grants to organizations · $5.7M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
-$129,907$258,559 $21,802,078$21,800,931 -- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$5,904,652$7,847,175 $23,932,437$23,932,437 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$5,040,628$8,611,262 $127,803,180$127,791,467 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$6,984,192$7,838,253 $131,330,870$131,319,744 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$6,041,681$9,055,496 $129,494,659$129,427,581 -- $0--

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SHARON AND CLAUDE B@PENNINGTON FAMILY FOUNDATIONLAT22 $2,453,890$3,488,866 OFFICER$0 Similar name, revenue differs more than 10x, same state
E G AND IRENE W CRAFT FOUNDATIONALNot reported $28,126$37,111 TRUSTEE$9,027 Similar name, revenue differs more than 10x
DARYL AND MARY PENNINGTON FOUNDATION INCTNT20 $3,074,858$527,784 BOARD MEMBER$0 Similar name, revenue differs more than 10x
C AND W FOUNDATIONILP20 $135,234$128,618 Director$0 Similar name, revenue differs more than 10x
BELTRAN & PENNINGTON FOUNDATIONKSP99 $128,203$0 President$0 Similar name, revenue differs more than 10x

Who funds organizations like this

Grantors that funded the 5 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
EVANSTON COMMUNITY FOUNDATION INC DAF sponsor$92,0003 12022–2024 C AND W FOUNDATION
KELLCIE FUND Private foundation$10,0002 12023–2024 C AND W FOUNDATION
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$10,0001 12023–2023 C AND W FOUNDATION
THE CHICAGO COMMUNITY TRUST DAF sponsor$8,5001 12024–2024 C AND W FOUNDATION
FORGOOD INC DAF sponsor$5,2431 12022–2022 C AND W FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $258,559 spent · pay $78,876 · grants $0 · events $0
LineAs describedTotalShare
Taxes $99,757 38.6%
Other salaries and wages $73,116 28.3%
Fees: legal $33,090 12.8%
Fees: other professional $24,592 9.5%
Fees: accounting $11,500 4.4%
Other expenses $10,186 3.9%
Pension plans and employee benefits $5,760 2.2%
Interest $558 0.2%
Total$258,559100%

View the filing

2023 · Form 990PF · $7,847,175 spent · pay $514,235 · grants $5,544,032 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $5,544,032 70.7%
Other expenses $1,166,803 14.9%
Fees: other professional $500,169 6.4%
Other salaries and wages $492,030 6.3%
Taxes $66,037 0.8%
Pension plans and employee benefits $22,205 0.3%
Depreciation and depletion $17,066 0.2%
Occupancy $12,195 0.2%
Fees: accounting $11,500 0.1%
Interest $9,811 0.1%
Fees: legal $5,327 0.1%
Total$7,847,175100%

View the filing

2022 · Form 990PF · $8,611,262 spent · pay $451,969 · grants $5,501,546 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $5,501,546 63.9%
Other expenses $1,926,008 22.4%
Fees: other professional $479,230 5.6%
Other salaries and wages $421,579 4.9%
Taxes $139,455 1.6%
Depreciation and depletion $68,138 0.8%
Pension plans and employee benefits $30,390 0.4%
Fees: accounting $28,414 0.3%
Occupancy $11,614 0.1%
Interest $4,888 0.1%
Total$8,611,262100%

View the filing

2021 · Form 990PF · $7,838,253 spent · pay $429,335 · grants $5,692,339 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $5,692,339 72.6%
Other expenses $1,056,549 13.5%
Fees: other professional $510,891 6.5%
Other salaries and wages $399,842 5.1%
Taxes $95,883 1.2%
Depreciation and depletion $37,463 0.5%
Pension plans and employee benefits $29,493 0.4%
Interest $11,985 0.2%
Occupancy $3,808 0.0%
Total$7,838,253100%

View the filing

2020 · Form 990PF · $9,055,496 spent · pay $427,970 · grants $5,677,324 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $5,677,324 62.7%
Other expenses $2,450,781 27.1%
Other salaries and wages $399,842 4.4%
Fees: other professional $339,687 3.8%
Taxes $70,757 0.8%
Fees: accounting $34,523 0.4%
Depreciation and depletion $30,457 0.3%
Pension plans and employee benefits $28,128 0.3%
Interest $23,050 0.3%
Fees: legal $947 0.0%
Total$9,055,496100%

View the filing

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