2020-07-07T07:46:48-05:00 2019-06-30 720538016 BROUSSARD POCHE LLP PO BOX 61400 LAFAYETTE LA 705961400 990 2018-07-01 726023836 UNIV OF LOUISIANA AT LAFAYETTE FOUNDATION INC UNIV 3374820700 POST OFFICE DRAWER 44290 ULL LAFAYETTE LA 70504 COLETTE BILLEAUD CFO 3374820700 2020-07-06 1 JOHN L ISTRE P00689577 3379884930 74.80.48.16 2020-07-06 09:46:14 CD P 406D2BE091010E3952F0E128E134ED3900192DC3 406D2BE091010E3952F0E128E134ED3900192DC3 2018 2020-09-22 18:59:49Z JOSEPH GIGLIO POST OFFICE DRAWER 44290 ULL LAFAYETTE LA 70504 62851306 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. 26 25 23 25 0 0 13259967 12087191 2271035 766939 10357737 6566181 353062 242242 26241801 19662553 14908809 12795579 0 0 1126917 812002 0 0 620372 1890286 219802 17926012 13827383 8315789 5835170 199562505 208305888 40855450 42173834 158707055 166132054 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 8429436 8429436 781582 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 1,195 STUDENTS. IT PROVIDED 268 EMINENT SCHOLAR/DISTINGUISHED PROFESSOR AWARDS, AND RESEARCH FELLOWSHIPS, FUNDING SALARY SUBSIDIES, EDUCATIONAL TRAVEL AND PROFESSIONAL ENRICHMENT. THE ORGANIZATION AWARDED MORE THAN 145 HONORARIUMS IN RECOGNITION OF ACADEMIC EXCELLENCE THROUGHOUT THE FISCAL YEAR. THE FOUNDATION ALSO PROVIDED FINANCIAL SUPPORT FOR FACULTY DEVELOPMENT AND CLASSROOM RESOURCES. 4121084 4121084 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. 245059 245059 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 A WEEKLY CREATIVE CONVERSATIONS PROGRAM WHICH COMPLEMENTS THE CURRENT SEASON OF EXHIBITIONS AND PROVIDE A CROSS-DISCIPLINARY APPROACH TO LEARNING. IN ADDITION, THE MUSEUM HOSTS MONTHLY TODDLER TIMES EVENTS AS WELL AS YOGA CLASSES. NUMEROUS OTHER LECTURES AND OTHER SPECIAL COMMUNITY EVENTS ARE HOSTED AND AVAILABLE TO THE GENERAL PUBLIC. 12795579 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 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 225 0 1 23 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 26 25 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 JOE GIGLIO JR CHAIRMAN 2.00 X X 0 0 0 THOMAS KREAMER JR 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 MICHAEL L FINCH TRUSTEE 1.00 X 0 0 0 GENE FORTIER TRUSTEE 1.00 X 0 0 0 WAYNE ELMORE 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 MARC JUDICE TRUSTEE 1.00 X 0 0 0 CHERIE CHAPPUIS KRAFT TRUSTEE 1.00 X 0 0 0 HERMAN HUGHES 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 COLETTE BILLEAUD CHIEF FINANCIAL OFFICER 40.00 X 143482 0 5739 JOHN BLOHM CHIEF EXECUTIVE OFFICER 40.00 X 0 0 13031 JULIE BOLTON FALGOUT FORMER CHIEF EXECUTIVE OFFICER 40.00 X 215105 0 10577 358587 0 29347 2 1 1 0 JB MOUTON INC PO BOX 60790 LAFAYETTE LA 70596 CONSTRUCTION COSTS 1068524 MARK D HUDSPETH 205 TURTLEDOVE TRAIL LAFAYETTE LA 70508 EARLY TERMINATION CONTRACT PAYOUT 500000 PIXUS DIGITAL PRINTING LLC 1327 ERASTE LANDRY RD LAFAYETTE LA 70506 PRINTING SERVICES 365689 RUFFALO NOEL LEVITZ PO BOX 718 DES MOINES IA 50303 CONSULTING SERVICES 275000 THE PICARD GROUP 1200 CAMELLIA BLVD SUITE 101 LAFAYETTE LA 70508 CONSULTING SERVICES 180000 5 104799 1240 11981152 187007 12087191 ADMIN AND INVESTMENT MGMT 523920 766939 766939 766939 1329385 1329385 163120 163120 12096 5610 6486 6486 6486 48250017 33230 42984409 62042 5265608 -28812 5236796 5236796 145850 104799 136692 9158 9158 CASH SURRENDER INCOME 523000 48835 48835 CLASS ACTION SETTLEMENT 900099 14177 14177 INSURANCE DIVIDEND 900099 466 466 63478 19662553 781582 0 6793780 12795579 12795579 812002 434672 377330 14840 14840 54544 54544 229533 229533 2245 2245 1709 1709 18049 18049 328735 328735 84484 84484 OTHER FUNDRAISING EXP 243042 243042 DUES AND SUBSCRIPTIONS 26514 26514 EVENT EXPENSES TO SCH G -136692 -136692 BAD DEBT RECOVERIES -647201 -647201 13827383 12795579 411432 620372 1012201 2132972 39467393 8790006 6049717 5703629 565536 630715 800849 737546 13944867 4957058 9222607 8987809 78710981 103770855 60119811 73868308 3613410 3684048 199562505 208305888 1081907 1385191 16296 550 39378811 40431134 378436 356959 40855450 42173834 X 5542881 8346103 55120862 57173300 98043312 100612651 158707055 166132054 199562505 208305888 5835170 1589829 0 X X 0 1 X 1 0 X 20079744 11295663 15456985 13259967 12087191 72179550 20079744 11295663 15456985 13259967 12087191 72179550 5328509 66851041 2997186 2374498 2680228 2905700 1553436 12511048 84690598 5656564 0.78940 0.76590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 235089 235089 13734596 13969685 848484 212121 0 0 1000000 1000000 1000000 848484 3848484 5772726 171000 165000 205000 235089 776089 250000 250000 250000 212121 962121 1443182 27115 3020339 X X X X 0 0 1 X 128710584 3034137 7836095 1320674 3403317 1973222 132883603 122234401 2366095 9014444 1124343 1871403 1908610 128710584 111085904 3271070 12081753 913539 1513577 1777210 122234401 116902207 821974 -1648182 1230152 2207999 1551944 111085904 117844275 1551514 1833474 1096358 1631723 1598975 116902207 0.02320 0.74420 0.23260 0 1 1 2023669 2023669 10968439 4118961 6849478 772044 684486 87558 180715 153611 27104 8987809 SIGULAR GUFF 812374 F TRUEBRIDGE-KAUFMAN FELLOWS II 2553789 F COLLER INTERNATIONAL PTNRS VI, CL A 1184246 F EMERALD HILL CAPITAL PARTNERS III LP 3759000 F IRON POINT REAL ESTATE PARTNERS II 788046 F HBK OFFSHORE FUND LTD 4724873 F FIR TREE INTERNATIONAL VALUE FUND 1831703 F FIREFLY VALUE PARTNERS 1624607 F VENTURE INVESTMENT ASSOCIATES ENERGY III FUND 1441415 F TYBOURNE LONG OPPORTUNITIES FUND 7350076 F TRUEBRIDGE-KAUFMAN FELLOWS III 3756542 F WATERFALL EDEN FUND LTD 1532659 F RESOURCE LAND HOLDINGS 797764 F AMBERBROOK VII 2699421 F MARANON SENIOR CREDIT STRATEGIES 937762 F WESTPORT CAPITAL NEWCOLD 1781840 F IR&M CORE BOND FUND 15023816 F YUKON CAPITAL PARTNERS III 571742 F HITCHWOOD CAPITAL FUND 3125178 F DAVIDSON KEMPNER 5130020 F GOVERNORS LANE OFFSHORE FUND 3624262 F C-BRIDGE HEALTHCARE FUND 115606 F LEGACY VENTURE 1917195 F GREEN COURT CHINA OPPOR FUND 2453288 F KLINE HILL STRATEGIC 9 1017579 F ARCM US FEEDER FUND IV 42383 F INDABA CAPITAL PARTNERS 3271122 F 73868308 X 21394684 1589829 142302 1732131 19662553 0 19662553 13969685 142302 142302 13827383 0 13827383 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, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXP LINE 8B 136,692. DIRECT RENTAL EXPENSE LINE 6B 5,610. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE LINE 8B 136,692. DIRECT RENTAL EXPENSE LINE 6B 5,610. X X X X X X X 1 WILSON-BENNETT TECHNOLOGY INC PO BOX 717 CABOT AR 72023 PHONE-A-THON 0 62630 163500 -100870 EAB PO BOX 603519 CHARLOTTE NC 28260 PROFESSIONAL FUNDRAISER 0 8182 149154 -140972 70812 312654 -241842 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 38050 16736 21314 2000 3677 17540 LE TRIOMPHE GOLF TOURNAMENT 36570 25329 11241 8963 4107 7 176029 62734 113295 20610 2335 37062 440 39958 250649 104799 145850 20610 4335 49702 440 61605 136692 9158 1 UNIVERSITY OF LOUISIANA AT LAFAYETTE 104 UNIVERSITY CIRCLE LAFAYETTE LA 70503 726000820 501(C)(3) 12795579 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 OF THE FOUNDATION. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JULIE BOLTON FALGOUT FORMER CHIEF EXECUTIVE OFFICER 215105 0 0 0 0 0 0 0 10577 0 225682 0 0 0 X 36 27115 INDEPENDENT APPRAISAL X 7 159892 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