2025-05-14T14:05:01-05:00 2024-06-30 721202445 POSTLETHWAITE & NETTERVILLE 8550 UNITED PLAZA BLVD SUITE 1001 BATON ROUGE LA 70809 990 2023-07-01 812900408 LSU REAL ESTATE AND FACILITIES FOUNDATION LSUR 2255783811 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 KATE SPIKES TREASURER 2255784165 2025-05-13 1 1 BRANDON LAGARDE P01428217 2259224600 2025-05-13 2023 2025-03-06 01:10:19Z ROBERT M STUART JR 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 23178850 0 X WWW.LSUFOUNDATION.ORG X 2016 LA THE LSU REAL ESTATE AND FACILITIES FOUNDATION ENCOMPASSES ALL AREAS OF FACILITIES DEVELOPMENT, INCLUDING CAMPUS MASTER PLANNING, PROJECT DEVELOPMENT, REAL ESTATE TRANSACTIONS, DESIGN AND CONSTRUCTION AND FACILITIES OPERATIONS, AS WELL AS ACTIVITIES PROMOTING ENVIRONMENTAL HEALTH AND SAFETY, EMERGENCY PREPAREDNESS AND DISASTER RECOVERY THAT IMPACT LSU'S FACILITIES. 8 8 0 0 0 0 4799844 21737189 0 0 295947 415460 1028723 1026201 6124514 23178850 643295 1064308 0 0 0 0 0 0 0 2371374 3792894 3014669 4857202 3109845 18321648 27104300 50093026 10941237 15608315 16163063 34484711 X THE LSU REAL ESTATE AND FACILITIES FOUNDATION ENCOMPASSES ALL AREAS OF FACILITIES DEVELOPMENT, INCLUDING CAMPUS MASTER PLANNING, PROJECT DEVELOPMENT, REAL ESTATE TRANSACTIONS, DESIGN AND CONSTRUCTION AND FACILITIES OPERATIONS, AS WELL AS ACTIVITIES PROMOTING ENVIRONMENTAL HEALTH AND SAFETY, EMERGENCY PREPAREDNESS AND DISASTER RECOVERY THAT IMPACT LSU'S FACILITIES. 0 0 1064308 1064308 DONATION OF THE GEOLOGY FIELD CAMP RENOVATIONS AND THE RURAL LIFE MUSEUM STORAGE FACILITY TO THE UNIVERSITY, AS WELL AS, A PORTION OF THE GROUND LEASE RENT PAYMENT PAID BY CHARITY HOSPITAL REDEVELOPMENT LLC TO LSU HEALTH SCIENCE CENTER NEW OLREANS RELATED TO THE REDEVELOPMENT PROJECT. 1655585 OPERATING EXPENSES INCURRED BY PILOTS POINTE, LLC FOR THE RENOVATION AND OPERATION OF STUDENT HOUSING NEXT TO LSU'S SHREVEPORT CAMPUS. 543535 NON-OPERATING EXPENSES, SUCH AS DEPRECIATION AND INTEREST EXPENSES, INCURRED BY BENGAL VILLAGE, LLC RELATED TO THE STUDENT HOUSING ON LSU'S EUNICE CAMPUS. 1012548 PROFESSIONAL SERVICES PAID IN SUPPORT OF THE BURDEN WELCOME CENTER AND THE CMDA RECITAL HALL. 1012548 4275976 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X LSU FOUNDATION CO KATE SPIKES 2255783811 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 CHARLES LANDRY DIRECTOR (THROUGH 10/21/23) 1.00 1.00 X 0 0 0 JAMES MAURIN DIRECTOR 1.00 0.00 X 0 0 0 KAREN DEBLIEUX DIRECTOR; CHAIR 3.00 0.00 X X 0 0 0 MIKE WAMPOLD DIRECTOR 1.00 1.00 X 0 0 0 RONALD SHOLES DIRECTOR 1.00 0.00 X 0 0 0 W CLINTON RASBERRY DIRECTOR 1.00 0.00 X 0 0 0 TOM ADAMEK DIRECTOR (BEGAN 11/10/23) 1.00 1.00 X 0 0 0 ANN TRAPPEY DIRECTOR 1.00 0.00 X 0 0 0 LAURIE ARONSON DIRECTOR 1.00 0.05 X 0 0 0 ROGER JENKINS DIRECTOR, EX-OFFICIO 1.00 3.05 X 0 0 0 KIMBERLY LEWIS DIRECTOR, EX-OFFICIO 1.00 0.00 X 0 0 0 ANZILLA GILMORE DIRECTOR, EX-OFFICIO 1.00 0.00 X 0 0 0 ROBERT M STUART JR PRESIDENT & CEO 1.00 40.05 X 0 418363 19872 KATE SPIKES TREASURER 1.00 40.05 X 0 264621 33179 LEU ANNE GRECO SECRETARY 1.00 40.05 X 0 198206 17955 0 881190 71006 13 0 1 0 SEVENSON ENVIRONMENTAL SERVICES INC 2749 LOCKPORT RD NIAGARA FALLS NY 14305 ENVIRONMENTAL REMEDIATION UNIVERSITY LAK 8337790 SASAKI ASSOCIATES INC 110 CHAUNCY ST SUITE 200 BOSTON MA 02111 DESIGN SERVICES UNIVERSITY LAKES PROJECT 1941641 STANTEC CONSULTING SERVICES INC 13980 COLLECTIONS CENTER DR CHICAGO IL 60693 ENGINEERING SERVICES UNIVERSITY LAKES PR 1188355 DEUMITE CONSTRUCTION LLC PO BOX 83330 BATON ROUGE LA 70884 CONSTRUCTION ON RURAL LIFE STORAGE FACIL 657622 B&D CSRS LLC 6767 PERKINS RD BATON ROUGE LA 70884 PROJECT ADVISORY UNIVERSITY LAKES PROJEC 499815 9 21737189 21737189 415460 415460 1026201 0 1026201 1026201 1026201 23178850 0 0 1441661 1064308 1064308 1483455 1044629 438826 396639 396639 180896 38496 142400 458441 458441 OTHER OPERATING SERVICE 1273463 1273463 4857202 4275976 581226 0 597250 740851 6864760 12479199 33232 38734 9581 6210 11412366 2186651 9684156 9225715 9915321 27602317 27104300 50093026 162522 5210345 10778715 10397970 10941237 15608315 X 13793664 32370776 2369399 2113935 16163063 34484711 27104300 50093026 18321648 0 X X 0 1 X 1 0 X X X 2 LSU FOUNDATION 726020969 5 1 0 0 LOUISIANA STATE UNIVERSITY 726000848 2 1 1064308 0 2 1064308 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 11412366 2186651 9225715 9225715 CONSTRUCTION IN PROGRESS 27602317 27602317 X PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING GUIDANCE INCLUDED IN THE ACCOUNTING STANDARDS CODIFICATION (ASC). THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE RECORDED AT THE LARGEST AMOUNT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED. CHANGES IN THE RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE FOUNDATION HAS EVALUATED ITS POSITION REGARDING THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND DOES NOT BELIEVE THAT IT HAS ANY MATERIAL UNCERTAIN TAX POSITIONS. 1 LOUISIANA STATE UNIVERSITY 204 THOMAS BOYD HALL BATON ROUGE LA 70803 726000848 1064308 0 TAX VALUE SUPPORT PROVIDED FOR LSU HEALTH SCIENCES CENTER NEW ORLEANS, CONSTRUCTION OF RURAL LIFE MUSEUM STORAGE FACILITY, AND GEOLOGY FIELD CAMP REPAIRS AND RENOVATIONS. 1 0 0 0 0 0 0 0 0 0 0 ROBERT M STUART JR PRESIDENT & CEO 0 395963 0 20000 0 2400 0 18600 0 1272 0 438235 0 0 KATE SPIKES TREASURER 0 243421 0 20000 0 1200 0 15607 0 17572 0 297800 0 0 LEU ANNE GRECO SECRETARY 0 197006 0 0 0 1200 0 12312 0 5643 0 216161 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE LSU FOUNDATION ELECT FOUR VOTING MEMBERS OF THE BOARD OF DIRECTORS OF THE CORPORATION. DURING HIS OR HER TENURE OF OFFICE, THE PRESIDENT OF LSU SHALL NOMINATE THREE VOTING MEMBERS OF THE BOARD OF DIRECTORS, WHO SHALL SUBSEQUENTLY BE ELECTED BY THE DIRECTORS OF THE LSU FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER PROVIDES THE FORM 990 TO THE BOARD OF DIRECTORS AND SEEKS COMMENT AND FEEDBACK PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS COMPLETE A DISCLOSURE STATEMENT QUESTIONNAIRE ON AN ANNUAL BASIS IN WHICH THEY ARE ASKED TO PROVIDE INFORMATION ON ENTITIES IN WHICH THEY ARE BOARD MEMBERS, PARTNERS, OFFICERS, AND PRINCIPAL OWNERS, AND TO INDICATE WHETHER THEY, ANY IMMEDIATE FAMILY MEMBER, OR COMPANY WITH WHICH THEY OR AN IMMEDIATE FAMILY MEMBER ARE AFFILIATED, HAVE OR IS SEEKING CONTRACTUAL RELATIONS WITH THE LSU REAL ESTATE AND FACILITIES FOUNDATION OR LSU. ADDITIONALLY, THE BOARD PERIODICALLY PERFORMS A DETAILED REVIEW OF THE CONFLICTS OF INTEREST POLICY, AS WELL AS THE POLICY IS REVIEWED BY NEW MEMBERS UPON JOINING THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE FILED WITH THE LOUISIANA SECRETARY OF STATE'S OFFICE AND ARE AVAILABLE TO THE PUBLIC. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON LSU FOUNDATION'S WEBSITE. FORM 990, PART VI, LINE 15: SUPPLEMENTAL DISCLOSURE: LSU REAL ESTATE AND FACILITIES FOUNDATION DOES NOT HAVE ANY DIRECT EMPLOYEES. A RELATED ORGANIZATION, THE LSU FOUNDATION, DIRECTLY EMPLOYS AND FUNDS APPLICABLE SALARY EXPENSES RELATED TO STAFF ASSISTING WITH ADMINISTRATIVE FUNCTIONS OF THE LSU REAL ESTATE AND FACILITIES FOUNDATION. THE LSU FOUNDATION GATHERS EXTERNAL, INDEPENDENT SALARY SURVEYS OF EXECUTIVE COMPENSATION FOR RELEVANT PEER GROUPS. THE LSU FOUNDATION'S TALENT MANAGEMENT COMMITTEE REVIEWS AND DISCUSSES THE SURVEYS IN CONJUNCTION WITH AN ANNUAL REVIEW OF COMPENSATION FOR OFFICERS. PART XII, LINE 2C THE LSU REAL ESTATE AND FACILITIES FOUNDATION DOES NOT HAVE AN AUDIT COMMITTEE. HOWEVER, THE LSU REAL ESTATE AND FACILITIES FOUNDATION IS INCLUDED IN THE AUDITED CONSOLIDATED GAAP-BASIS FINANCIAL STATEMENTS WHICH INCORPORATE THE LSU FOUNDATION AND RELATED ORGANIZATIONS. THE LSU FOUNDATION BOARD OF DIRECTORS HAS AN AUDIT COMMITTEE WHOSE BOARD-APPROVED AUDIT COMMITTEE CHARTER PROVIDES, AMONG OTHER POWERS, OVERSIGHT BY THE AUDIT COMMITTEE OF THE EXTERNAL AUDIT OF THE FINANCIAL STATEMENTS AND COMMUNICATIONS WITH THE INDEPENDENT AUDITORS. BENGAL VILLAGE LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 611908693 ACQUISITION OF LSU-E STUDENT HOUSING LA 454753 5285754 N/A BURDEN MUSEUM & GARDENS LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 812900408 RENOVATION OF LSU AGCENTER BOTANIC GARDENS AT BURDEN WELCOME CENTER LA 57035 78475 N/A CHARITY HOSPITAL REDEVELOPMENT LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 352652107 RENOVATION OF CHARITY HOSPITAL IN NEW ORLEANS LA 250228 1157 N/A GEOLOGY FIELD CAMP LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 320559121 CONSTRUCTION/RENOVATION OF FACILITIES W/IN THE GEOLOGY FIELD CAMP LA 2087 0 N/A GREENHOUSE DISTRICT PROJECT LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 320531084 RENOVATION AND CONSTRUCTION OF STUDENT HOUSING AND GREENHOUSES LA 2400 0 N/A HILLTOP ARBORETUM PROJECTS LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 301010841 CONSTRUCTION/RENOVATION OF FACILITIES RELATED TO HILLTOP ARBORETUM MASTER LA 35 0 N/A LSU-A ALLIED HEALTH FACILITY LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 611928989 RENOVATION OF VACANT BUILDING ON LSU-A CAMPUS FOR ALLIED HEALTH PROGRAM LA 105 0 N/A LSU-A STUDENT SERVICE BUILDING LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 352641354 CONSTRUCTION OF STUDENT SERVICE BUILDING ON LSU-A CAMPUS LA 105 0 N/A PILOTS POINTE LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 384130010 CONSTRUCTION OF STUDENT HOUSING LA 1790411 4907683 N/A RECITAL HALL LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 365892089 CONSTRUCTION/RENOVATION OF FACILITIES W/IN COLLEGE OF MUSIC & DRAMATIC ARTS LA 20035 287318 N/A ULS LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 352612951 CONSTRUCTION/RENOVATION OF FACILITIES W/IN UNIVERSITY LAB SCHOOL LA 837353 1123582 N/A UNIVERSITY LAKES LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 364953765 IMPROVEMENTS TO UNIVERSITY LAKES LA 18121178 35383735 N/A MOBILITY TRANSIT LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 851523348 RESTORATION OF LSU MOBILITY TRANSIT HUB & STUDENT UNION LOT LA 35 0 N/A HUEY P LONG FIELDHOUSE LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 874222406 CONSTRUCTION/RENOVATIONS TO HPL FIELDHOUSE LA 305369 421616 N/A UTILITIES MODERNIZATION LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 874488361 EXTENSIVE IMPROVEMENTS OF LSU'S UTILITIES INFRASTRUCTURE. LA 15035 0 N/A CHOPPIN HALL LAB LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 812900408 CONSTRUCTION OF DISPLAYS AND IMPROVEMENTS TO THE CHOPPIN HALL LAB LA 460691 585867 N/A HSC-NO PROPERTY REDEVELOPMENT LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 812900408 REDEVELOPMENT OF PROPERTIES SURROUNDING CHARITY HOSPITAL LA 244835 0 N/A LSU-A DEVELOPMENT LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 812900408 IMPLEMENTATION OF A MIXED-USE DEVELOPMENT FOR THE LSU ALEXANDRIA CAMPUS LA 105 0 N/A BSLC LAB LLC 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 CONSTRUCTION OF BIOLOGICAL SAFETY LEVEL 3 LAB FOR SCHOOL OF VET. MEDICINE LA N/A LSU FOUNDATION 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 726020969 FOSTER PRIVATE FINANCIAL SUPPORT FOR LSU AND AG CENTER LA 501(C)(3) LINE 5 N/A 0 LSU PROPERTY FOUNDATION 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 721295979 FOSTER SUPPORT VIA GIFTS OF REAL ESTATE & EQUIPMENT FOR LSU & AG CENTER LA 501(C)(3) LINE 7 N/A 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 LSU FOUNDATION C 2415972 CASH LSU FOUNDATION B 180896 CASH LSU FOUNDATION E 10397970 LOAN AMOUNT LSU FOUNDATION O 0 LSU FOUNDATION N 0