2015-05-15T08:01:57-05:00 2014-06-30 720538016 BROUSSARD POCHE LLP PO BOX 61400 LAFAYETTE LA 705961400 990 2013-07-01 726023836 UNIV OF LOUISIANA AT LAFAYETTE FOUNDATION INC UNIV 3374820700 POST OFFICE DRAWER 44290 ULL LAFAYETTE LA 70504 JULIE BOLTON FALGOUT CEO 3374820700 2015-05-14 1 JOHN L ISTRE P00689577 3379884930 2013 2016-02-25 16:41:14Z JULIE BOLTON FALGOUT 705 E ST MARY BLVD LAFAYETTE LA 70503 60129305 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. 27 26 18 27 0 0 9495176 9991022 1046648 333182 3256184 4981622 42173 92781 13840181 15398607 8131115 8916140 0 0 518973 570221 0 0 488985 1330734 1177686 9980822 10664047 3859359 4734560 160244491 181007758 33267555 38789386 126976936 142218372 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 3982024 3982024 333182 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. 4776829 4776829 ATHLETIC PROGRAM SUPPORT: THE UL LAFAYETTE FOUNDATION PROVIDED SUPPORT FOR A VARIETY OF ATHLETIC PROGRAMS INCLUDING PROGRAM ENRICHMENT, HEALTH/WELLNESS, AND FACILITIES ENHANCEMENT. 157287 157287 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. 8916140 1 1 0 1 0 0 0 1 1 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 156 0 1 18 1 1 1 0 0 0 0 0 1 1 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X JULIE BOLTON FALGOUT 3374820700 705 E ST MARY BLVD LAFAYETTE LA 70503 DR E JOSEPH SAVOIE TRUSTEE 1.00 X 0 0 0 REED G ANDRUS VICE CHAIRMAN 2.00 X X 0 0 0 DR WALTER B COMEAUX JR TRUSTEE 1.00 X 0 0 0 CHERIE CHAPPUIS KRAFT TRUSTEE 1.00 X 0 0 0 MICHAEL L FINCH TRUSTEE 1.00 X 0 0 0 MIKE MARAIST TRUSTEE 1.00 X 0 0 0 DR FRANK J CULOTTA JR CHAIRMAN 2.00 X X 0 0 0 MARC JUDICE TRUSTEE 1.00 X 0 0 0 JOES GIGLIO JR TRUSTEE 1.00 X 0 0 0 THOMAS L KREAMER JR TRUSTEE 1.00 X 0 0 0 BRYAN HANKS TRUSTEE 1.00 X 0 0 0 BILL HENDRIX TRUSTEE 1.00 X 0 0 0 WAYNE ELMORE TRUSTEE 1.00 X 0 0 0 WILLIAM FENSTERMAKER IMMEDIATE PAST CHAIRMAN 1.00 X X 0 0 0 WILLIAM W BILLY RUCKS IV TRUSTEE 1.00 X 0 0 0 W J TONY GORDON III SECRETARY/TREASURER 2.00 X X 0 0 0 MADLYN A HILLIARD TRUSTEE 1.00 X 0 0 0 DR CHARLES D LEIN TRUSTEE 1.00 X 0 0 0 KEVIN MOODY TRUSTEE 1.00 X 0 0 0 HANK PERRET TRUSTEE 1.00 X 0 0 0 GERALDINE B RAMSAY TRUSTEE 1.00 X 0 0 0 JOHN WRIGHT 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 MIKE MOSING TRUSTEE 1.00 X 0 0 0 DON WASHINGTON TRUSTEE 1.00 X 0 0 0 RICHARD ZUSCHLAG TRUSTEE 1.00 X 0 0 0 COLETTE BILLEAUD CHIEF FINANCIAL OFFICER 40.00 X 113470 0 13450 JULIE BOLTON FALGOUT CHIEF EXECUTIVE OFFICER 40.00 X 120658 0 23443 234128 0 36893 2 0 0 0 FUND EVALUATION GROUP 201 EAST FIFTH STREET SUITE 1600 CINCINNATI OH 45202 INVESTMENT ADVISORY FEES 118540 1 345635 9645387 283846 9991022 ADMIN AND INVESTMENT MGMT 523920 211442 211442 UNIVERSITY PROGRAMS 611710 121740 121740 333182 2380226 2380226 8671 8671 47223562 44622166 2601396 2601396 2601396 114264 345635 108532 5732 5732 CASH SURRENDER INCOME 523000 78378 78378 78378 15398607 333182 0 5074403 8916140 8916140 238505 75760 162745 225095 67982 157113 22056 22056 84565 84565 204824 204824 7275 7275 163310 141236 22074 48511 9465 39046 7317 4094 3223 87802 87802 271653 271653 64717 64717 INVESTMENT FEES 207635 207635 OTHER FUNDRAISING EXP 99364 99364 RECOGNITION 85586 85586 BAD DEBT EXPENSE 13893 13893 -84201 3240 -87441 10664047 8916140 1258922 488985 6065683 6389987 4748063 10199960 3474811 3442062 1295823 108779 27702 30756 11541112 3291785 8423107 8249327 99287385 111878818 33525009 37269893 3396908 3438176 160244491 181007758 543324 1554147 1000 1500000 1500000 30756810 35283671 467421 450568 33267555 38789386 X 3205179 3300654 43361066 56817772 80410691 82099946 126976936 142218372 160244491 181007758 4734560 10506876 0 X X 0 1 X 1 0 X 5606710 5429731 10681348 9495176 9991022 41203987 5606710 5429731 10681348 9495176 9991022 41203987 3419803 37784184 2530614 2272326 1931413 2157909 2467275 11359537 52563524 4045185 0.71880 0.70650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120000 120000 10652579 10772579 688629 172157 0 0 501425 511010 650241 688629 2351305 3526958 72353 34853 86844 120000 314050 125356 127753 162560 172157 587826 881739 16100 2898271 X X X X 0 0 1 X 123771757 10256473 15487343 8896140 1701715 138917718 112264103 10206762 10788341 8122615 1364834 123771757 106972129 11986088 217750 5749734 1162130 112264103 90790102 6065968 16606389 5656177 834153 106972129 86011427 6258713 4801790 5535630 746198 90790102 0.59000 0.41000 0 1 1 147878 837495 985373 142400 9776676 2766802 7152274 602006 490326 111680 34657 34657 0 8249327 LIGHTHOUSE DIVERSIFIED FUND 319805 F PRIVATE ADVISORS STABLE VALUE FUND 7884455 F POINTER OFFSHORE LIMITED 6152951 F SIGULAR GUFF 1684225 F KAYNE ANDERSON MLP FUND LP 3298019 F TRUEBRIDGE-KAUFMAN FELLOWS 1795999 F COLLER INTERNATIONAL PTNRS VI, CL A 1651499 F EMERALD HILL CAPITAL PARTNERS III LP 186741 F IRON POINT REAL ESTATE PARTNERS II 499066 F AEW GLOBAL PROPERTY SECURITIES 6472496 F POWERSHARES COMMODITY INDEX 2267487 F HBK OFFSHORE 2752797 F FIR TREE 2304353 F 37269893 26014015 10506876 108532 10615408 15398607 0 15398607 10772579 108532 108532 10664047 0 10664047 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. RCAF CELEBRATION 206813 165450 41363 800 3557 23760 9734 3297 HOUSTON GOLF TOURNAMENT 87266 52360 34906 4000 18000 4324 5150 3 165820 127825 37995 25109 6885 3916 459899 345635 114264 4800 46666 34969 9734 12363 108532 5732 1 UNIVERSITY OF LOUISIANA AT LAFAYETTE 104 UNIVERSITY CIRCLE LAFAYETTE LA 70503 726000820 501(C)(3) 8916140 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 15 16100 INDEPENDENT APPRAISAL X 6 267746 MARKET VALUE 0 1 0 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. 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 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0