2019-05-14T16:07:51-05:00 2018-06-30 720538016 BROUSSARD POCHE LLP PO BOX 61400 LAFAYETTE LA 705961400 990 2017-07-01 726023836 UNIV OF LOUISIANA AT LAFAYETTE FOUNDATION INC UNIV 3374820700 POST OFFICE DRAWER 44290 ULL LAFAYETTE LA 70504 COLETTE BILLEAUD CFO 3374820700 2019-05-13 1 JOHN L ISTRE P00689577 3379884930 74.80.48.16 2019-05-13 10:28:36 CD P 406D2BE091010E3952F0E128E134ED3900192DC3 406D2BE091010E3952F0E128E134ED3900192DC3 2017 2019-02-21 02:37:17Z WAYNE ELMORE POST OFFICE DRAWER 44290 ULL LAFAYETTE LA 70504 151226747 0 X HTTP://ULLAFAYETTEFOUNDATION.ORG X 1957 LA THE FOUNDATION PROVIDES PHILANTHROPIC SUPPORT SERVICES TO ENHANCE FUNDRAISING, ASSET MANAGEMENT AND STEWARDSHIP FUNCTIONS, AIDING THE UNIVERSITY OF LOUISIANA AT LAFAYETTE IN FURTHERING ITS MISSION. 24 23 21 23 0 0 15456985 13259967 306646 2271035 2110587 10357737 987578 353062 18861796 26241801 14251331 14908809 0 0 945468 1126917 0 0 818555 3145650 1890286 18342449 17926012 519347 8315789 192182107 199562505 40845041 40855450 151337066 158707055 X THE FOUNDATION PROVIDES PHILANTHROPIC SUPPORT SERVICES TO ASSIST THE UNIVERSITY OF LOUISIANA AT LAFAYETTE IN FURTHERING ITS MISSION OF ACHIEVING EXCELLENCE IN UNDERGRADUATE AND GRADUATE EDUCATION, RESEARCH, AND PUBLIC SERVICE. 0 0 7393881 7393881 741423 ACADEMIC SUPPORT: THE UL LAFAYETTE FOUNDATION SUPPORTS THE ACADEMIC PROGRAMS FOR THE UNIVERSITY OF LOUISIANA AT LAFAYETTE BY SOLICITING PRIVATE DONATIONS, INVESTING, AND DISTRIBUTING EXPENDABLE FUNDS IN THE FORM OF SCHOLARSHIPS, CHAIRS, PROFESSORSHIPS, HONORARIUMS, FACULTY DEVELOPMENT, CAPITAL PROJECTS AND RESEARCH SUBSIDIES. A PORTION OF SUCH DISTRIBUTIONS ARE LOUISIANA BOARD OF REGENTS SUPPORT FUND (BORSF) MATCHING GIFT FUNDS. DURING THE YEAR, THE FOUNDATION PROVIDED SCHOLARSHIP FUNDS FOR OVER 1,100 STUDENTS. IT PROVIDED OVER 225 EMINENT SCHOLAR/DISTINGUISHED PROFESSOR AWARDS, AND RESEARCH FELLOWSHIPS, FUNDING SALARY SUBSIDIES, EDUCATIONAL TRAVEL AND PROFESSIONAL ENRICHMENT. THE ORGANIZATION AWARDED MORE THAN 150 HONORARIUMS IN RECOGNITION OF ACADEMIC EXCELLENCE THROUGHOUT THE FISCAL YEAR. THE FOUNDATION ALSO PROVIDED FINANCIAL SUPPORT FOR FACULTY DEVELOPMENT AND CLASSROOM RESOURCES. 7396875 7396875 1529612 ATHLETIC PROGRAM SUPPORT: THE UL LAFAYETTE FOUNDATION PROVIDED SUPPORT FOR A VARIETY OF ATHLETIC PROGRAMS INCLUDING ATHLETIC SCHOLARSHIPS, PROGRAM ENRICHMENT, HEALTH/WELLNESS, AND FACILITIES ENHANCEMENT. 118053 118053 MUSEUM SUPPORT: THE FOUNDATION SUPPORTED THE PAUL AND LULU HILLIARD UNIVERSITY ART MUSEUM, WHOSE MISSION IS TO SERVE THE STUDENTS, FACULTY, AND STAFF OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE AND TO ENRICH THE LIVES OF LOUISIANA RESIDENTS BY FOSTERING AN UNDERSTANDING AND APPRECIATION OF THE VISUAL ARTS. THE MUSEUM HAS ACCUMULATED OVER 2,200 ITEMS IN ITS PERMANENT COLLECTION. IT HOSTED OVER 45 SPECIAL EXHIBITS, LECTURES, AND EDUCATIONAL ENRICHMENT PROGRAMS FOR TODDLERS, STUDENTS, AND ADULTS DURING THE FISCAL YEAR. 14908809 1 1 0 1 0 0 0 1 1 1 1 1 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 140 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X COLETTE BILLEAUD 3374820700 705 E ST MARY BLVD LAFAYETTE LA 70503 WAYNE ELMORE CHAIRMAN 2.00 X X 0 0 0 JOE GIGLIO JR VICE CHAIRMAN 2.00 X X 0 0 0 DON WASHINGTON SECRETARY-TREASURER 2.00 X X 0 0 0 REED G ANDRUS TRUSTEE 1.00 X 0 0 0 THOMAS CHANCE TRUSTEE 1.00 X 0 0 0 MICHAEL L FINCH TRUSTEE 1.00 X 0 0 0 GENE FORTIER TRUSTEE 1.00 X 0 0 0 BRYAN HANKS TRUSTEE 1.00 X 0 0 0 STAN HARDEE TRUSTEE 1.00 X 0 0 0 BILL HENDRIX TRUSTEE 1.00 X 0 0 0 MADLYN A HILLIARD TRUSTEE 1.00 X 0 0 0 MARC JUDICE TRUSTEE 1.00 X 0 0 0 CHERIE CHAPPUIS KRAFT TRUSTEE 1.00 X 0 0 0 THOMAS L KREAMER JR TRUSTEE 1.00 X 0 0 0 DONNA LANDRY TRUSTEE 1.00 X 0 0 0 LENNY LEMOINE TRUSTEE 1.00 X 0 0 0 MARK MILLER TRUSTEE 1.00 X 0 0 0 MICHAEL F MOSING TRUSTEE 1.00 X 0 0 0 HANK PERRET TRUSTEE 1.00 X 0 0 0 JIM POCHE TRUSTEE 1.00 X 0 0 0 WILLIAM W BILLY RUCKS IV TRUSTEE 1.00 X 0 0 0 DR E JOSEPH SAVOIE TRUSTEE 1.00 X 0 0 0 JOHN WRIGHT TRUSTEE 1.00 X 0 0 0 JEANNE BILLEAUD TRUSTEE 1.00 X 0 0 0 JULIE BOLTON FALGOUT CHIEF EXECUTIVE OFFICER 40.00 X 141034 0 25905 COLETTE BILLEAUD CHIEF FINANCIAL OFFICER 40.00 X 141060 0 5527 282094 0 31432 2 0 1 0 MARK D HUDSPETH 205 TURTLEDOVE TRAIL LAFAYETTE LA 70508 ANNUITY WITHDRAWAL 308026 ABELL CROZIER DAVIS ARCHITECTS INC P O BOX 3672 LAFAYETTE LA 70502 ARCHITECTS SERVICE 219183 THE PICARD GROUP 1200 CAMELLIA BLVD SUITE 101 LAFAYETTE LA 70508 LOBBYING SERVICES 180000 WILSON-BENNETT TECHNOLOGY INC P O BOX 717 CABOT AR 72023 FUNDRAISING SERVICES 153474 FUND EVALUATION GROUP LLC 201 EAST FIFTH ST SUITE 1600 CINCINNATI OH 45202 INVESTMENT FEES 134899 5 118515 3230 13138222 107091 13259967 FACILITY BRIDGE LOAN REIMB 611710 1529612 1529612 ADMIN AND INVESTMENT MGMT 523920 741423 741423 2271035 2556668 2556668 288579 288579 17330 5610 11720 11720 11720 132622571 124821502 7801069 7801069 7801069 167474 118515 157834 9640 9640 CASH SURRENDER INCOME 523000 43123 43123 43123 26241801 2271035 0 10710799 14908809 14908809 1126917 597728 529189 78697 78697 49504 49504 205000 205000 618149 618149 134991 134991 262619 262619 23528 23528 2793 2793 19471 19471 333812 333812 86730 86730 OTHER FUNDRAISING EXP 292366 292366 DUES AND SUBSCRIPTIONS 39895 39895 BAD DEBT RECOVERIES -99435 -99435 EVENT EXPENSES TO SCH G -157834 -154834 -3000 17926012 14908809 2198648 818555 5757532 1012201 3591587 39467393 5574080 6049717 394988 565536 802741 800849 13867210 4644603 8485913 9222607 107846372 78710981 56177489 60119811 3551405 3613410 192182107 199562505 2892184 1081907 8781 16296 37545171 39378811 398905 378436 40845041 40855450 X 4657281 5542881 51122270 55120862 95557515 98043312 151337066 158707055 192182107 199562505 8315789 -945800 0 X X 0 0 0 X 9991022 20079744 11295663 15456985 13259967 70083381 9991022 20079744 11295663 15456985 13259967 70083381 6125929 63957452 2467275 2997186 2374498 2680228 2905700 13424887 83508268 5176578 0.76590 0.76450 X 205000 205000 17884456 18089456 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 144463 171000 165000 205000 685463 250000 250000 250000 250000 1000000 1500000 47950 3000266 X X X X 0 0 1 X 146679785 14903902 9399770 14885042 2934241 153164174 136448811 15413756 12316910 13807300 3692392 146679785 143126010 11673761 -1515343 14986447 1849170 136448811 138917718 19768839 1800180 14680833 2679894 143126010 123771757 10256473 15487343 8896140 1701715 138917718 0.64000 0.36000 0 1 1 1913705 1913705 10848091 3837205 7010886 804883 653700 151183 300531 153698 146833 9222607 PRIVATE ADVISORS STABLE VALUE FUND 249141 F SIGULAR GUFF 889885 F TRUEBRIDGE-KAUFMAN FELLOWS II 2376137 F COLLER INTERNATIONAL PTNRS VI, CL A 1349532 F EMERALD HILL CAPITAL PARTNERS III LP 3069785 F IRON POINT REAL ESTATE PARTNERS II 913620 F HBK OFFSHORE FUND LTD 3056331 F FIR TREE INTERNATIONAL VALUE FUND 3160543 F FIREFLY VALUE PARTNERS 1942679 F BRENNER WEST CAPITAL OFFSHORE FUND 1918628 F VENTURE INVESTMENT ASSOCIATES ENERGY III FUND 1311384 F CLAREN ROAD CREDIT FUND 4162 F AQR CAPITAL MANAGEMENT 60827 F TYBOURNE LONG OPPORTUNITIES FUND 7609830 F TRUEBRIDGE-KAUFMAN FELLOWS III 2856056 F WATERFALL EDEN FUND LTD 2339906 F MKP OPPORTUNITY FUND 3597701 F RESOURCE LAND HOLDINGS 513862 F HARVEST MLP INCOME FUND II 67812 F AMBERBROOK VII 2192066 F MAGNITUDE INTERNATIONAL 3511627 F MARANON SENIOR CREDIT STRATEGIES 998746 F WESTPORT CAPITAL NEWCOLD 1421621 F IR&M CORE BOND FUND 14388643 F YUKON CAPITAL PARTNERS III 319287 F 60119811 25459445 -945800 163444 -782356 26241801 0 26241801 18089456 163444 163444 17926012 0 17926012 PART IV, LINE 2B: THE LOUISIANA BOARD OF REGENTS (STATE OF LOUISIANA) MATCHING FUNDS FOR ENDOWED CHAIR, PROFESSORSHIP, AND SCHOLARSHIP PROGRAM PART V, LINE 4: GRANTS TO THE UNIVERSITY OF LOUISIANA AT LAFAYETTE, PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXP LINE 8B 157,834. DIRECT RENTAL EXPENSE LINE 6B 5,610. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE LINE 8B 157,834. DIRECT RENTAL EXPENSE LINE 6B 5,610. X X X X X X X 1 WILSON-BENNETT TECHNOLOGY INC P O BOX 717 CABOT AR 72023 PHONE-A-THON 0 213270 153474 46958 213270 153474 46958 CT IL KS NM ND PA RI TN VA WI AL FL GA HI MS NC AZ DE ID IN IA MO MT NE SD TX VT WY CAJUN TENNIS CLASSIC 44911 11052 33859 240 11246 294 24325 HOT & SPICY OAKBOURNE GOLF TOURN 31185 15468 15717 260 25457 1559 7 209893 91995 117898 25292 110 40061 4024 24966 285989 118515 167474 25292 610 76764 4318 50850 157834 9640 1 UNIVERSITY OF LOUISIANA AT LAFAYETTE 104 UNIVERSITY CIRCLE LAFAYETTE LA 70503 726000820 501(C)(3) GRANTS FOR UNIVERSITY PROGRAMS, FOR SCHOLARSHIPS AWARDED BY THE UNIVERSITY, AND FOR ENDOWED PROFESSORS PART I, LINE 2: FUNDS MUST BE REQUESTED AND THEN APPROVED BY THE UNIVERSITY OF LOUISIANA AT LAFAYETTE ADMINISTRATION AND BY THE CEO OF THE FOUNDATION. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JULIE BOLTON FALGOUT CHIEF EXECUTIVE OFFICER 141034 0 0 0 0 0 0 0 25905 0 166939 0 0 0 X 60 47950 INDEPENDENT APPRAISAL X 7 59141 AVG PRICE/SH DATE RECD 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS HAND DELIVERED OR MAILED TO EACH BOARD MEMBER FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION SENDS THE CONFLICT OF INTEREST POLICY ANNUALLY TO ALL TRUSTEES ASKING THEM TO DISCLOSE ANY POTENTIAL CONFLICTS. TRUSTEES ARE REMINDED AT THE BEGINNING OF EACH BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THERE IS AN ANNUAL WRITTEN EVALUATION OF THE CEO BASED ON COMPENSATION ANALYSIS AND A SURVEY BY HUMAN RESOURCE PROFESSIONALS. COMPENSATION IS APPROVED BY THE BOARD. THERE ARE SEMI-ANNUAL AND ANNUAL PERFORMANCE EVALUATIONS OF KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 AND FORM 1023 ARE AVAILABLE FOR VIEWING UPON REQUEST AT THE OFFICE AT 705 E. ST. MARY BLVD., LAFAYETTE, LA. IN ADDITION, FORMS 990 ARE POSTED ON THE FOUNDATION'S OWN WEBSITE AT HTTP://ULLAFAYETTEFOUNDATION.ORG AND ON THE GUIDESTAR WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE FOR VIEWING UPON REQUEST AT THE OFFICE OF THE ORGANIZATION AT 705 E. ST. MARY BLVD., LAFAYETTE, LA. FINANCIAL STATEMENTS ARE POSTED ON THE WEBSITE OF THE FOUNDATION AND ARE ON FILE AT THE LA LEGISLATIVE AUDITOR'S OFFICE AND WEBSITE. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. UNIVERSITY OF LOUISIANA AT LAFAYETTE PROPERTY FOUNDATION 705 E ST MARY LAFAYETTE LA 70503 721470236 TO RECEIVE GIFTS INCLUDING REAL ESTATE FOR BENEFIT OF UNIV OF LA AT LAF LA 501(C)(3) LINE 7 0 JAMES H GUILBEAU JR CHARITABLE TRUST P O BOX 51869 LAFAYETTE LA 70505 274282088 TO SUPPORT THE HISTORY DEPT OF UNIV THROUGH DISTRIBUTIONS TO FOUNDATION LA 501(C)(3) LINE 12C, III-FI 0 THE RAGIN CAJUNS ATHLETIC FOUNDATION P O BOX 61400 LAFAYETTE LA 705961400 454433524 TO SUPPORT THE ATHLETIC PROGRAMS OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE LA 501(C)(3) LINE 12A, I 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0