2023-05-02T08:22:18-05:00 2022-06-30 720538016 BROUSSARD POCHE LLP PO BOX 61400 LAFAYETTE LA 705961400 990 2021-07-01 726023836 UNIV OF LOUISIANA AT LAFAYETTE FOUNDATION INC UNIV 3374820700 PO BOX 44290 LAFAYETTE LA 70504 KARL MECHE CFO 3374820700 2023-04-27 1 KARL MECHE 999009999 CARLINNA L BERTRAND P01418229 3379884930 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X TOMMY KREAMER PO BOX 44290 LAFAYETTE LA 70504 72865749 0 X HTTPS://GIVE.LOUISIANA.EDU/ 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 OF PROVIDING AN EXCEPTIONAL EDUCATION. 30 29 43 0 0 0 38628801 22687190 971448 993193 6375530 8978394 260139 3228144 46235918 35886921 11514574 21021572 0 0 1710878 2111851 0 0 706543 4792120 3021407 18017572 26154830 28218346 9732091 292703277 265058467 61709134 52561071 230994143 212497396 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 11164537 11164537 4155229 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 1,143 STUDENTS. IT PROVIDED 291 EMINENT SCHOLAR/DISTINGUISHED PROFESSOR AWARDS, AND RESEARCH FELLOWSHIPS, FUNDING SALARY SUBSIDIES, EDUCATIONAL TRAVEL AND PROFESSIONAL ENRICHMENT. THE FOUNDATION ALSO PROVIDED FINANCIAL SUPPORT FOR FACULTY DEVELOPMENT AND CLASSROOM RESOURCES. 9756916 9756916 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. FUNDING INCLUDES STUDENT ATHLETE SCHOLARSHIPS, TUTORING, NUTRITIONAL AND WELLNESS SUPPORT, TEAM TRAVEL COSTS, EQUIPMENT, UNIFORMS, TRAINERS, AND SALARY SUPPLEMENTS FOR COACHES. 100119 100119 MUSEUM SUPPORT: THE FOUNDATION SUPPORTED THE HILLIARD ART MUSEUM - UNIVERSITY OF LOUISIANA AT LAFAYETTE, WHOSE MISSION IS TO ENHANCE THE EDUCATION OF UNIVERSITY OF LOUISIANA AT LAFAYETTE STUDENTS AND INSPIRE CREATIVITY THROUGH ENGAGEMENT WITH THE ARTS FOR THE ACADIANA REGION. SELECTIONS FROM THE MUSEUM'S OVER 2,000 ITEMS IN ITS PERMANENT COLLECTION ARE ON VIEW ON A ROTATING BASIS. DURING THE FALL AND SPRING SEMESTERS, THE MUSEUM FEATURES PROGRAMS WHICH COMPLEMENTS THE CURRENT SEASON OF EXHIBITIONS AND PROVIDE A CROSS-DISCIPLINARY APPROACH TO LEARNING. IN ADDITION, THE MUSEUM HOSTS MONTHLY CHILD EVENTS AS WELL AS HEALTH AND FITNESS CLASSES. NUMEROUS OTHER LECTURES AND OTHER SPECIAL COMMUNITY EVENTS ARE HOSTED AND AVAILABLE TO THE GENERAL PUBLIC. 21021572 1 1 0 1 0 0 0 1 1 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 149 0 1 43 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X KARL MECHE 3374820700 705 E ST MARY BLVD LAFAYETTE LA 70503 JOE GIGLIO JR PAST CHAIRMAN 2.00 X X 0 0 0 THOMAS KREAMER CHAIRMAN 2.00 X X 0 0 0 BRYAN HANKS VICE CHAIRMAN 2.00 X X 0 0 0 MICHAEL CONWAY TRUSTEE 1.00 X 0 0 0 THOMAS CHANCE TRUSTEE 1.00 X 0 0 0 DONALD BROUSSARD TRUSTEE 1.00 X 0 0 0 GENE FORTIER TRUSTEE 1.00 X 0 0 0 DR JASON CORMIER 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 RANDY HAYNIE TRUSTEE 1.00 X 0 0 0 ED DOMINGUES TRUSTEE 1.00 X 0 0 0 HOWARD DUPUIS TRUSTEE 1.00 X 0 0 0 HERMAN HUGHES TRUSTEE 1.00 X 0 0 0 DONNA LANDRY SECRETARY/TREASURER 2.00 X X 0 0 0 DR JAMES LIPSTATE TRUSTEE 1.00 X 0 0 0 WENDY LOPEZ TRUSTEE 1.00 X 0 0 0 BILL MCELLIGOTT SR TRUSTEE 1.00 X 0 0 0 HANK PERRET TRUSTEE 1.00 X 0 0 0 JAMES PRINCE TRUSTEE 1.00 X 0 0 0 JEANINE PISKURICH 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 CAMILLE POCHE' TRUSTEE 1.00 X 0 0 0 CHARLIE MONCLA TRUSTEE 1.00 X 0 0 0 JOSHUA PROFFITT TRUSTEE 1.00 X 0 0 0 ROSALIND ROBERTSON TRUSTEE 1.00 X 0 0 0 DONALD WASHINGTON TRUSTEE 1.00 X 0 0 0 JOHN BLOHM CHIEF EXECUTIVE OFFICER 40.00 X 4363 0 0 KARL MECHE CHIEF FINANCIAL OFFICER 40.00 X 136913 0 8945 141276 0 8945 1 0 0 0 WILLIAM H NAPIER 623 ELYSIAN FIELDS DR LAFAYETTE LA 70508 OTHER FEES FOR SERVICES 308280 THE PICARD GROUP 1200 CAMELLIA BLVD SUITE 101 LAFAYETTE LA 70508 LOBBYING FEES 162166 CORNERSTONE GOVERNMENT AFFAIRS INC 800 MAINE AVE SW WASHINGTON DC 20024 LOBBYING FEES 130000 ELLUCIAN COMPANY LP 2003 EDMUND HALLEY DR SUITE 500 RESTON VA 20191 OTHER FEES FOR SERVICES 114971 NEW ORLEANS LOUISIANA SAINTS 5800 AIRLINE DR METAIRIE LA 70003 OTHER FEES FOR SERVICES 111655 6 133702 219755 22333733 726516 22687190 ADMIN AND INVESTMENT MGMT 523920 993193 993193 993193 -228234 -228234 147700 147700 28157 -2990 7667 0 20490 -2990 17500 17500 46133488 36926070 790 9207418 -790 9206628 9206628 33425 133702 44301 -10876 -10876 ULLF OTHER INCOME 900099 3162036 3162036 CASH SURRENDER INCOME 523000 -88216 -88216 3073820 35886921 4155229 0 9044502 21021572 21021572 2111851 1751778 360073 42044 42044 58700 58700 187000 187000 62807 62807 962298 962298 34789 34789 12691 12691 14384 14384 296085 296085 105923 105923 BAD DEBT EXPENSE 855594 855594 OTHER FUNDRAISING EXP 346470 346470 DUES AND SUBSCRIPTIONS 86923 86923 EVENT EXPENSES TO SCH G -44301 -44301 26154830 21021572 4426715 706543 8793848 7688272 14520531 9369856 31830582 30650251 625775 1825765 772008 904760 14671158 5892127 9043336 8779031 128509677 100768772 94725624 101173649 3881896 3898111 292703277 265058467 5244742 6281212 60000 60000 3733333 3466666 52140475 42467139 310829 286054 219755 0 61709134 52561071 X 16399553 15204598 214594590 197292798 230994143 212497396 292703277 265058467 9732091 -28228838 0 X X 0 1 X 1 0 X 13259967 12087191 12444955 38628801 22687189 99108103 13259967 12087191 12444955 38628801 22687189 99108103 99108103 2905700 1553436 877256 35691 -193917 5178166 104286269 9499487 0.95030 0.91550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 305000 305000 25901798 26206798 1000000 250000 0 0 848484 1000000 1000000 1000000 3848484 5772726 235089 237578 250000 305000 1027667 212121 250000 250000 250000 962121 1443182 112143 3148437 X X X X 0 0 1 X 171397760 10076692 -17992411 8760993 154721048 135077437 1677121 42048939 7405737 171397760 132883603 844633 6070848 1589734 3131913 135077437 128710584 3034137 7836095 1320674 3403317 1973222 132883603 122234401 2366095 9014444 1124343 1871403 1908610 128710584 0.01741 0.51883 0.46376 0 1 1 2536444 2536444 11189677 4992032 6197645 775818 735276 40542 169219 164819 4400 8779031 SIGULAR GUFF 633247 F TRUEBRIDGE-KAUFMAN FELLOWS II 3281220 F COLLER INTERNATIONAL PTNRS VI, CL A 727318 F EMERALD HILL CAPITAL PARTNERS III LP 5046037 F IRON POINT REAL ESTATE PARTNERS II 350643 F HBK OFFSHORE FUND LTD 5430567 F VENTURE INVESTMENT ASSOCIATES ENERGY III FUND 1920826 F TRUEBRIDGE-KAUFMAN FELLOWS III 5986698 F WATERFALL EDEN FUND LTD 8550 F RESOURCE LAND HOLDINGS 973344 F AMBERBROOK VII 2258074 F MARANON SENIOR CREDIT STRATEGIES 573329 F WESTPORT CAPITAL NEWCOLD 301574 F IR&M CORE BOND FUND 12844451 F YUKON CAPITAL PARTNERS III 538060 F HITCHWOOD CAPITAL FUND 3037348 F DAVIDSON KEMPNER 5967204 F GOVERNORS LANE OFFSHORE FUND 4356358 F C-BRIDGE HEALTHCARE FUND 890769 F LEGACY VENTURE 1214985 F KLINE HILL STRATEGIC 9 726202 F ARCM US FEEDER FUND IV 758919 F INDABA CAPITAL PARTNERS 3325714 F PARAMETRIC DEFENSIVE EQUITY 1681596 F WGI EMERGING MARKETS 2563887 F HIMALAYA CAPITAL INVESTORS OFFSHORE 2702727 F LL MORTGAGE FUND LP 10489392 F DRIVE CAPITAL FUND III 658916 F UFENAU VI 300209 F GREEN COURT CHINA LONG ONLY EQUITY 2704327 F KLINE HILL OPPOR OFFSHORE III LP 192536 F FIRSTMARK CAPITAL OF III LP 212874 F MOONRISE CHINA PARTNERS 499204 F FIRSTMARK CAPITAL V 190454 F KLINE HILL OFFSHORE III 539410 F C-BRIDGE HEALTHCARE FUND V 126938 F BOND II, LP 310916 F SYSTEMATIC GROWTH III 105650 F RIVERVEST VENTURE FUND V 68386 F RUBICON TECHNOLOGY PARTNERS III 409237 F TWO SIGMA ACTIVE EXT US ALL CAP 13764835 F ROCK SPRINGS CAP OFFSHORE FND LP 1861350 F OMEGA FUND VII LP 108260 F FIVE ELMS V B, LP 107541 F AULDBRASS PTRS 52689 F STERLING GROUP PTRS 149834 F LINDEN CAPITAL PARTNERS V LP -7212 F THRIVE CAPITAL PRTNR VIII GROWTH 66233 F STANDARD CRYPTO VENTURE FUND I LP 62647 F ITE RAIL FEEDER FUND LP 74180 F COINFUND VENTURES I OFFSHORE LP 25196 F 101173649 X 7710051 -28228838 51968 -28176870 35886921 0 35886921 26206798 51968 51968 26154830 0 26154830 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 X, LINE 2: BASED ON THE EVALUATION OF THE FOUNDATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL TAX POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAVE BEEN RECORDED FOR THE FISCAL YEAR ENDED JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXP LINE 8B 44,301. DIRECT RENTAL EXPENSE LINE 6B 7,667. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE LINE 8B 44,301. DIRECT RENTAL EXPENSE LINE 6B 7,667. X X X X X X X 1 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 LOUISIANA CLASSIC GOLF TOURNAMENT 64377 51502 12875 2100 577 2972 10164 HOT & SPICY GOLF TOURNAMENT 44990 35992 8998 3258 10659 1122 4289 5 57760 46208 11552 1260 121 7174 490 115 167127 133702 33425 6618 698 20805 11776 4404 44301 -10876 1 UNIVERSITY OF LOUISIANA AT LAFAYETTE 104 UNIVERSITY CIRCLE LAFAYETTE LA 70503 726000820 501(C)(3) 21021572 0 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 X 88 98143 INDEPENDENT APPRAISAL X 1 5500 ESTIMATED BY DONOR X 10 608873 AVG PRICE/SH DATE RECD 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