2022-05-16T09:55:54-05:00 2021-06-30 720538016 BROUSSARD POCHE LLP PO BOX 61400 LAFAYETTE LA 705961400 990 2020-07-01 726023836 UNIV OF LOUISIANA AT LAFAYETTE FOUNDATION INC UNIV 3374820700 POST OFFICE DRAWER 44290 ULL LAFAYETTE LA 70504 KARL MECHE CFO 3374820700 2022-05-16 1 KARL MECHE 999009999 JOHN L ISTRE P00689577 3379884930 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JOSEPH GIGLIO POST OFFICE DRAWER 44290 ULL LAFAYETTE LA 70504 72547167 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 OF PROVIDING AN EXCEPTIONAL EDUCATION. 31 30 40 29 0 0 12444955 38628801 802290 971448 4828016 6375530 214094 260139 18289355 46235918 15382419 11514574 0 0 1432512 1710878 0 0 670465 1959905 4792120 18774836 18017572 -485481 28218346 212964384 292703277 45970255 61709134 166994129 230994143 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 7062594 7062594 1048279 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 1,177 STUDENTS. IT PROVIDED 280 EMINENT SCHOLAR/DISTINGUISHED PROFESSOR AWARDS, AND RESEARCH FELLOWSHIPS, FUNDING SALARY SUBSIDIES, EDUCATIONAL TRAVEL AND PROFESSIONAL ENRICHMENT. THE ORGANIZATION AWARDED MORE THAN 123 HONORARIUMS IN RECOGNITION OF ACADEMIC EXCELLENCE THROUGHOUT THE FISCAL YEAR. THE FOUNDATION ALSO PROVIDED FINANCIAL SUPPORT FOR FACULTY DEVELOPMENT AND CLASSROOM RESOURCES. 4329535 4329535 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. 122445 122445 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 2,200 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. 11514574 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 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 179 0 1 40 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 X 31 30 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 CHAIRMAN 2.00 X X 0 0 0 THOMAS KREAMER VICE CHAIRMAN 2.00 X X 0 0 0 BRYAN HANKS SECRETARY-TREASURER 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 CHERIE CHAPPUIS KRAFT TRUSTEE 1.00 X 0 0 0 HOWARD DUPUIS 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 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 DR HERMAN HUGHES TRUSTEE 1.00 X 0 0 0 DR JAMES LIPSTATE TRUSTEE 1.00 X 0 0 0 WENDY LOPEZ TRUSTEE 1.00 X 0 0 0 JAMES PRINCE TRUSTEE 1.00 X 0 0 0 JOHN BLOHM CHIEF EXECUTIVE OFFICER 40.00 X 0 0 0 COLETTE SMITH CHIEF FINANCIAL OFFICER THROUGH 2/28/21 40.00 X 132482 0 0 KARL MECHE CHIEF FINANCIAL OFFICER EFFECTIVE 2/28/2021 40.00 X 0 0 0 132482 0 0 1 0 0 0 RUFFALO NOEL LEVITZ PO BOX 718 DES MOINES IA 50303 MANAGEMENT SERVICES 358670 BULLIARD CONSTRUCTION COMPANY INC PO BOX 216 ST MARTINVILLE LA 70582 OTHER FEES FOR SERVICES 214650 THE PICARD GROUP 1200 CAMELLIA BLVD SUITE 101 LAFAYETTE LA 70508 LOBBYING FEES 181298 ABEL'S SITE IMPROVEMENTS 117-B NUGENT LN SUNSET LA 70584 OTHER FEES FOR SERVICES 160230 THE LEMOINE COMPANY LLC 1906 ERASTE LANDRY RD SUITE 200 LAFAYETTE LA 70506 OTHER FEES FOR SERVICES 118505 8 91180 199900 38337721 27000 38628801 ADMIN AND INVESTMENT MGMT 523920 971448 971448 971448 -161459 -161459 18409 18409 15130 3010 6914 0 8216 3010 11226 11226 32808059 3542 26265328 9284 6542731 -5742 6536989 6536989 22795 91180 29723 -6928 -6928 CASH SURRENDER INCOME 523000 160601 160601 ULLF OTHER INCOME 900099 76831 76831 237432 46235918 1048279 0 6558838 11514574 11514574 1710878 1339603 371275 30274 30274 53638 53638 96000 96000 175903 175903 506607 506607 13646 13646 337 337 17213 17213 309252 309252 90292 90292 BAD DEBT EXPENSE 3148371 3148371 OTHER FUNDRAISING EXP 299190 299190 DUES AND SUBSCRIPTIONS 81120 81120 EVENT EXPENSES TO SCH G -29723 -29723 18017572 11514574 5832533 670465 3761453 8793848 15255441 14520531 5760617 31830582 700223 625775 762027 772008 14631712 5588376 9146160 9043336 101173903 128509677 72703014 94725624 3701546 3881896 212964384 292703277 4107396 5244742 60000 3733333 41328489 52140475 334470 310829 199900 219755 45970255 61709134 X 14050482 16399553 152943647 214594590 166994129 230994143 212964384 292703277 28218346 35781668 0 X X 0 1 X 1 0 X 15456985 13259967 12087191 12444955 38628801 91877899 15456985 13259967 12087191 12444955 38628801 91877899 393686 91484213 2680228 2905700 1553436 877256 35691 8052311 99930210 6396509 0.91550 0.83330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 250000 250000 17804210 18054210 1000000 250000 0 0 1000000 848484 1000000 1000000 3848484 5772726 205000 235089 237578 250000 927667 250000 212121 250000 250000 962121 1443182 27000 3021214 X X X X 0 0 1 X 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 111085904 3271070 12081753 913539 1513577 1777210 122234401 0.02210 0.48600 0.49190 0 1 1 2536444 2536444 11166575 4697787 6468788 764974 726870 38104 163719 163719 0 9043336 SIGULAR GUFF 634820 F TRUEBRIDGE-KAUFMAN FELLOWS II 3828350 F COLLER INTERNATIONAL PTNRS VI, CL A 1073033 F EMERALD HILL CAPITAL PARTNERS III LP 7680574 F IRON POINT REAL ESTATE PARTNERS II 565526 F HBK OFFSHORE FUND LTD 5318720 F VENTURE INVESTMENT ASSOCIATES ENERGY III FUND 1505154 F TRUEBRIDGE-KAUFMAN FELLOWS III 5962463 F WATERFALL EDEN FUND LTD 8129 F RESOURCE LAND HOLDINGS 808904 F AMBERBROOK VII 3051876 F MARANON SENIOR CREDIT STRATEGIES 851225 F WESTPORT CAPITAL NEWCOLD 253509 F IR&M CORE BOND FUND 14018046 F YUKON CAPITAL PARTNERS III 602460 F HITCHWOOD CAPITAL FUND 4169500 F DAVIDSON KEMPNER 6073625 F GOVERNORS LANE OFFSHORE FUND 4444536 F C-BRIDGE HEALTHCARE FUND 850494 F LEGACY VENTURE 2062565 F KLINE HILL STRATEGIC 9 1160809 F ARCM US FEEDER FUND IV 661236 F INDABA CAPITAL PARTNERS 4417028 F PARAMETRIC DEFENSIVE EQUITY 1753018 F WGI EMERGING MARKETS 3998855 F HIMALAYA CAPITAL INVESTORS OFFSHORE 3266157 F LL MORTGAGE FUND LP 10696614 F DRIVE CAPITAL FUND III 199036 F UFENAU VI 166792 F GREEN COURT CHINA LONG ONLY EQUITY 3338869 F KLINE HILL OPPOR OFFSHORE III LP 74949 F FIRSTMARK CAPITAL OF III LP 136395 F MOONRISE CHINA PARTNERS 353533 F FIRSTMARK CAPITAL V 59307 F KLINE HILL OFFSHORE III 239402 F C-BRIDGE HEALTHCARE FUND V 25575 F BOND II, LP 84000 F SYSTEMATIC GROWTH III 67763 F RIVERVEST VENTURE FUND V 44000 F RUBICON TECHNOLOGY PARTNERS III 218777 F 94725624 82054223 35781668 36637 35818305 46235918 0 46235918 18054210 36637 36637 18017573 0 18017573 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 29,723. DIRECT RENTAL EXPENSE LINE 6B 6,914. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE LINE 8B 29,723. DIRECT RENTAL EXPENSE LINE 6B 6,914. X X X X X X X 1 FRAZIER FUNDRAISING 2552 BLUE MEADOW DR TEMPLE TX 76502 PROFESSIONAL FUNDRAISER 0 0 16000 -16000 16000 -16000 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 29017 23214 5803 602 1500 5205 1346 LE TRIOMPHE GOLF TOURNAMENT 26115 20892 5223 7588 1323 6 58843 47074 11769 2219 343 5503 4094 113975 91180 22795 2219 945 9088 10708 6763 29723 -6928 1 UNIVERSITY OF LOUISIANA AT LAFAYETTE 104 UNIVERSITY CIRCLE LAFAYETTE LA 70503 726000820 501(C)(3) 11514574 GRANTS FOR UNIVERSITY PROGRAMS, FOR SCHOLARSHIPS AWARDED BY THE UNIVERSITY, AND FOR ENDOWED PROFESSORS 1 PART I, LINE 2: FUNDS MUST BE REQUESTED AND THEN APPROVED BY THE UNIVERSITY OF LOUISIANA AT LAFAYETTE ADMINISTRATION AND BY THE CEO OR CFO OF THE FOUNDATION. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 X 5 37000 INDEPENDENT APPRAISAL X 8 132319 AVG PRICE/SH DATE RECD X 1 220000 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS HAND DELIVERED,EMAILED 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. COMPENSATION IS APPROVED BY THE BOARD. THERE ARE 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://GIVE.LOUISIANA.EDU 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