UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION (EIN 72-6023836)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201521359349301207
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T08:01:57-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720538016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROUSSARD POCHE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61400 | AddressLine1 |
| City | LAFAYETTE | City |
| State | LA | State |
| ZIP Code | 705961400 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 726023836 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIV OF LOUISIANA AT LAFAYETTE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3374820700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE DRAWER 44290 ULL | AddressLine1 |
| City | LAFAYETTE | City |
| State | LA | State |
| ZIP Code | 70504 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE BOLTON FALGOUT | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3374820700 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN L ISTRE | PreparerPersonNm |
| PTIN | P00689577 | PTIN |
| Phone | 3379884930 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE BOLTON FALGOUT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 E ST MARY BLVD | AddressLine1 |
| City | LAFAYETTE | City |
| State | LA | State |
| ZIP Code | 70503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,129,305 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://ULLAFAYETTEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,495,176 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,991,022 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,046,648 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $333,182 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,256,184 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,981,622 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,173 | PYOtherRevenueAmt |
| CY Other Revenue | $92,781 | CYOtherRevenueAmt |
| PY Total Revenue | $13,840,181 | PYTotalRevenueAmt |
| CY Total Revenue | $15,398,607 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,131,115 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,916,140 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $518,973 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $570,221 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $488,985 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,330,734 | PYOtherExpensesAmt |
| CY Other Expenses | $1,177,686 | CYOtherExpensesAmt |
| PY Total Expenses | $9,980,822 | PYTotalExpensesAmt |
| CY Total Expenses | $10,664,047 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,859,359 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,734,560 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $160,244,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $181,007,758 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,267,555 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,789,386 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $126,976,936 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $142,218,372 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,982,024 | ExpenseAmt |
| Grant | $3,982,024 | GrantAmt |
| Revenue | $333,182 | RevenueAmt |
| Desc | 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 900 STUDENTS. IT PROVIDED OVER 200 EMINENT SCHOLAR AND DISTINGUISHED PROFESSOR AWARDS, AND RESEARCH FELLOWSHIPS, FUNDING SALARY SUBSIDIES, EDUCATIONAL TRAVEL AND PROFESSIONAL ENRICHMENT. THE ORGANIZATION AWARDED MORE THAN 100 HONORARIUMS IN RECOGNITION OF ACADEMIC EXCELLENCE THROUGHOUT THE FISCAL YEAR. THE FOUNDATION ALSO PROVIDED FINANCIAL SUPPORT FOR FACULTY DEVELOPMENT AND CLASSROOM RESOURCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,776,829 | ExpenseAmt |
| Grant | $4,776,829 | GrantAmt |
| Desc | ATHLETIC PROGRAM SUPPORT: THE UL LAFAYETTE FOUNDATION PROVIDED SUPPORT FOR A VARIETY OF ATHLETIC PROGRAMS INCLUDING PROGRAM ENRICHMENT, HEALTH/WELLNESS, AND FACILITIES ENHANCEMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $157,287 | ExpenseAmt |
| Grant | $157,287 | GrantAmt |
| Desc | 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 NINE SPECIAL EXHIBITS AND OFFERED ELEVEN EDUCATIONAL ERNRICHMENT PROGRAMS FOR TODDLERS, STUDENTS, AND ADULTS DURING THE FISCAL YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,916,140 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 156 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE BOLTON FALGOUT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3374820700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 E ST MARY BLVD | AddressLine1 |
| City | LAFAYETTE | City |
| State | LA | State |
| ZIP Code | 70503 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DR E JOSEPH SAVOIE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REED G ANDRUS | |||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DR WALTER B COMEAUX JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERIE CHAPPUIS KRAFT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL L FINCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE MARAIST | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR FRANK J CULOTTA JR | |||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARC JUDICE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOES GIGLIO JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS L KREAMER JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN HANKS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL HENDRIX | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE ELMORE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM FENSTERMAKER | |||||||
| IMMEDIATE PAST CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM W BILLY RUCKS IV | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| W J TONY GORDON III | |||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MADLYN A HILLIARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR CHARLES D LEIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN MOODY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HANK PERRET | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GERALDINE B RAMSAY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN WRIGHT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LENNY LEMOINE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MILLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE MOSING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DON WASHINGTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD ZUSCHLAG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COLETTE BILLEAUD | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $113,470 | $0 | $13,450 | Yes (X) | ||
| JULIE BOLTON FALGOUT | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $120,658 | $0 | $23,443 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $234,128 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $36,893 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUND EVALUATION GROUP | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST FIFTH STREET SUITE 1600 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT ADVISORY FEES | ServicesDesc |
| Compensation | $118,540 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $345,635 | FundraisingAmt |
| All Other Contributions | $9,645,387 | AllOtherContributionsAmt |
| Noncash Contributions | $283,846 | NoncashContributionsAmt |
| Total Contributions | $9,991,022 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMIN AND INVESTMENT MGMT | 523920 | $211,442 | $211,442 |
| UNIVERSITY PROGRAMS | 611710 | $121,740 | $121,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $333,182 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,380,226 | TotalRevenueColumnAmt |
| Exclusion | $2,380,226 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,671 | TotalRevenueColumnAmt |
| Exclusion | $8,671 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,223,562 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,622,166 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,601,396 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,601,396 | TotalRevenueColumnAmt |
| Exclusion | $2,601,396 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $114,264 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $345,635 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $108,532 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,732 | TotalRevenueColumnAmt |
| Exclusion | $5,732 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH SURRENDER INCOME | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | $78,378 | TotalRevenueColumnAmt |
| Exclusion | $78,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $78,378 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,398,607 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $333,182 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,074,403 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,916,140 | TotalAmt |
| Program Services | $8,916,140 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,505 | TotalAmt |
| Management And General | $75,760 | ManagementAndGeneralAmt |
| Fundraising | $162,745 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,095 | TotalAmt |
| Management And General | $67,982 | ManagementAndGeneralAmt |
| Fundraising | $157,113 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,056 | TotalAmt |
| Management And General | $22,056 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,565 | TotalAmt |
| Management And General | $84,565 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,824 | TotalAmt |
| Management And General | $204,824 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,275 | TotalAmt |
| Fundraising | $7,275 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,310 | TotalAmt |
| Management And General | $141,236 | ManagementAndGeneralAmt |
| Fundraising | $22,074 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,511 | TotalAmt |
| Management And General | $9,465 | ManagementAndGeneralAmt |
| Fundraising | $39,046 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,317 | TotalAmt |
| Management And General | $4,094 | ManagementAndGeneralAmt |
| Fundraising | $3,223 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,802 | TotalAmt |
| Management And General | $87,802 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,653 | TotalAmt |
| Management And General | $271,653 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,717 | TotalAmt |
| Management And General | $64,717 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| INVESTMENT FEES | $207,635 | $207,635 | |
| OTHER FUNDRAISING EXP | $99,364 | $99,364 | |
| RECOGNITION | $85,586 | $85,586 | |
| BAD DEBT EXPENSE | $13,893 | $13,893 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$84,201 | TotalAmt |
| Management And General | $3,240 | ManagementAndGeneralAmt |
| Fundraising | -$87,441 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,664,047 | TotalAmt |
| Program Services | $8,916,140 | ProgramServicesAmt |
| Management And General | $1,258,922 | ManagementAndGeneralAmt |
| Fundraising | $488,985 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,065,683 | BOYAmt |
| EOY | $6,389,987 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,748,063 | BOYAmt |
| EOY | $10,199,960 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,474,811 | BOYAmt |
| EOY | $3,442,062 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,295,823 | BOYAmt |
| EOY | $108,779 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,702 | BOYAmt |
| EOY | $30,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,541,112 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,291,785 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,423,107 | BOYAmt |
| EOY | $8,249,327 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,287,385 | BOYAmt |
| EOY | $111,878,818 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,525,009 | BOYAmt |
| EOY | $37,269,893 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,396,908 | BOYAmt |
| EOY | $3,438,176 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,244,491 | BOYAmt |
| EOY | $181,007,758 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $543,324 | BOYAmt |
| EOY | $1,554,147 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500,000 | BOYAmt |
| EOY | $1,500,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,756,810 | BOYAmt |
| EOY | $35,283,671 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $467,421 | BOYAmt |
| EOY | $450,568 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,267,555 | BOYAmt |
| EOY | $38,789,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,205,179 | BOYAmt |
| EOY | $3,300,654 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,361,066 | BOYAmt |
| EOY | $56,817,772 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,410,691 | BOYAmt |
| EOY | $82,099,946 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,976,936 | BOYAmt |
| EOY | $142,218,372 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,244,491 | BOYAmt |
| EOY | $181,007,758 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,734,560 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,506,876 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,606,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,429,731 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,681,348 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,495,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,991,022 | CurrentTaxYearAmt |
| Total | $41,203,987 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,606,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,429,731 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,681,348 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,495,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,991,022 | CurrentTaxYearAmt |
| Total | $41,203,987 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,419,803 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,784,184 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,530,614 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,272,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,931,413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,157,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,467,275 | CurrentTaxYearAmt |
| Total | $11,359,537 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $52,563,524 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,045,185 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $120,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $120,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,652,579 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,772,579 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $688,629 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $172,157 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $501,425 | CurrentYearMinus3Amt |
| Current Year Minus2 | $511,010 | CurrentYearMinus2Amt |
| Current Year Minus1 | $650,241 | CurrentYearMinus1Amt |
| Current Year | $688,629 | CurrentYearAmt |
| Total | $2,351,305 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,526,958 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $72,353 | CurrentYearMinus3Amt |
| Current Year Minus2 | $34,853 | CurrentYearMinus2Amt |
| Current Year Minus1 | $86,844 | CurrentYearMinus1Amt |
| Current Year | $120,000 | CurrentYearAmt |
| Total | $314,050 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $125,356 | CurrentYearMinus3Amt |
| Current Year Minus2 | $127,753 | CurrentYearMinus2Amt |
| Current Year Minus1 | $162,560 | CurrentYearMinus1Amt |
| Current Year | $172,157 | CurrentYearAmt |
| Total | $587,826 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $881,739 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $16,100 | RevenuesIncludedAmt |
| Assets Included | $2,898,271 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $123,771,757 | BeginningYearBalanceAmt |
| Contributions | $10,256,473 | ContributionsAmt |
| Investment Earnings Or Losses | $15,487,343 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,896,140 | OtherExpendituresAmt |
| Administrative Expenses | $1,701,715 | AdministrativeExpensesAmt |
| End Year Balance | $138,917,718 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,264,103 | BeginningYearBalanceAmt |
| Contributions | $10,206,762 | ContributionsAmt |
| Investment Earnings Or Losses | $10,788,341 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,122,615 | OtherExpendituresAmt |
| Administrative Expenses | $1,364,834 | AdministrativeExpensesAmt |
| End Year Balance | $123,771,757 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,972,129 | BeginningYearBalanceAmt |
| Contributions | $11,986,088 | ContributionsAmt |
| Investment Earnings Or Losses | $217,750 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,749,734 | OtherExpendituresAmt |
| Administrative Expenses | $1,162,130 | AdministrativeExpensesAmt |
| End Year Balance | $112,264,103 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $90,790,102 | BeginningYearBalanceAmt |
| Contributions | $6,065,968 | ContributionsAmt |
| Investment Earnings Or Losses | $16,606,389 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,656,177 | OtherExpendituresAmt |
| Administrative Expenses | $834,153 | AdministrativeExpensesAmt |
| End Year Balance | $106,972,129 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,011,427 | BeginningYearBalanceAmt |
| Contributions | $6,258,713 | ContributionsAmt |
| Investment Earnings Or Losses | $4,801,790 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,535,630 | OtherExpendituresAmt |
| Administrative Expenses | $746,198 | AdministrativeExpensesAmt |
| End Year Balance | $90,790,102 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.59000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.41000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $147,878 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $837,495 | OtherCostOrOtherBasisAmt |
| Book Value | $985,373 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $142,400 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,776,676 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,766,802 | DepreciationAmt |
| Book Value | $7,152,274 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $602,006 | OtherCostOrOtherBasisAmt |
| Depreciation | $490,326 | DepreciationAmt |
| Book Value | $111,680 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,657 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,657 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,249,327 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (13 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIGHTHOUSE DIVERSIFIED FUND | $319,805 | F |
| PRIVATE ADVISORS STABLE VALUE FUND | $7,884,455 | F |
| POINTER OFFSHORE LIMITED | $6,152,951 | F |
| SIGULAR GUFF | $1,684,225 | F |
| KAYNE ANDERSON MLP FUND LP | $3,298,019 | F |
| TRUEBRIDGE-KAUFMAN FELLOWS | $1,795,999 | F |
| COLLER INTERNATIONAL PTNRS VI, CL A | $1,651,499 | F |
| EMERALD HILL CAPITAL PARTNERS III LP | $186,741 | F |
| IRON POINT REAL ESTATE PARTNERS II | $499,066 | F |
| AEW GLOBAL PROPERTY SECURITIES | $6,472,496 | F |
| POWERSHARES COMMODITY INDEX | $2,267,487 | F |
| HBK OFFSHORE | $2,752,797 | F |
| FIR TREE | $2,304,353 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $37,269,893 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $26,014,015 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,506,876 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $108,532 | OtherRevenueAmt |
| Revenue Not Reported | $10,615,408 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,398,607 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,398,607 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,772,579 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $108,532 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $108,532 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,664,047 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,664,047 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE LOUISIANA BOARD OF REGENTS (STATE OF LOUISIANA) MATCHING FUNDS FOR ENDOWED CHAIR, PROFESSORSHIP, AND SCHOLARSHIP PROGRAM |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXP LINE 8B 108,532. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSE LINE 8B 108,532. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | RCAF CELEBRATION | NameOfEvent1Amt |
| Gross Receipts Event1 | $206,813 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $165,450 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,363 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $800 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,557 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $23,760 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $9,734 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,297 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | HOUSTON GOLF TOURNAMENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $87,266 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $52,360 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $34,906 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $4,000 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $18,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $4,324 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $5,150 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $165,820 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $127,825 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $37,995 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $25,109 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $6,885 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,916 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $459,899 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $345,635 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $114,264 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,800 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $46,666 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $34,969 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,734 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,363 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $108,532 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $5,732 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF LOUISIANA AT LAFAYETTE | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 UNIVERSITY CIRCLE | AddressLine1 |
| City | LAFAYETTE | City |
| State | LA | State |
| ZIP Code | 70503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 726000820 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $8,916,140 | CashGrantAmt |
| Purpose Of Grant | GRANTS FOR UNIVERSITY PROGRAMS, FOR SCHOLARSHIPS AWARDED BY THE UNIVERSITY, AND FOR ENDOWED PROFESSORS | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FUNDS MUST BE REQUESTED AND THEN APPROVED BY THE UNIVERSITY OF LOUISIANA AT LAFAYETTE ADMINISTRATION AND BY THE CEO OF THE FOUNDATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $16,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | INDEPENDENT APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $267,746 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 11C, 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 11A, I | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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