2018-05-14T15:07:39-05:00 2017-06-30 720538016 BROUSSARD POCHE LLP PO BOX 61400 LAFAYETTE LA 705961400 990 2016-07-01 726023836 UNIV OF LOUISIANA AT LAFAYETTE FOUNDATION INC UNIV 3374820700 POST OFFICE DRAWER 44290 ULL LAFAYETTE LA 70504 JULIE BOLTON FALGOUT PRESIDENT/CEO 3374820700 2018-05-08 1 JOHN L ISTRE P00689577 3379884930 74.80.48.16 2018-05-08 09:45:28 CD P 6E0FAA9A5ABEF367CBDAD503E0E14BC7A8BD2330 3E91BCAA00A1FE32CC98AD5EB01EDD185C893A7A 2016 2021-01-29 14:40:06Z JULIE BOLTON FALGOUT 705 E ST MARY BLVD LAFAYETTE LA 70503 40361326 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 22 25 0 -166278 11295663 15456985 350268 306646 -79326 2110587 468214 987578 12034819 18861796 14692211 14251331 0 0 814786 945468 395397 0 790290 1657466 3145650 17559860 18342449 -5525041 519347 178343841 192182107 37728921 40845041 140614920 151337066 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 4897863 4897863 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 1,100 STUDENTS. IT PROVIDED OVER 200 EMINENT SCHOLAR/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. 9180859 9180859 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. 172609 172609 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 OVER 40 SPECIAL EXHIBITS, LECTURES, AND EDUCATIONAL ENRICHMENT PROGRAMS FOR TODDLERS, STUDENTS, AND ADULTS DURING THE FISCAL YEAR. 14251331 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 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 100 1 1 22 1 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 JULIE BOLTON FALGOUT 3374820700 705 E ST MARY BLVD LAFAYETTE LA 70503 WAYNE ELMORE CHAIRMAN 2.00 X X 0 0 0 JOE GIGLIO JR VICE CHAIRMAN 2.00 X X 0 0 0 DON WASHINGTON SECRETARY-TREASURER 2.00 X X 0 0 0 REED G ANDRUS TRUSTEE 1.00 X 0 0 0 THOMAS CHANCE TRUSTEE 1.00 X 0 0 0 DR WALTER B COMEAUX JR 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 BRYAN HANKS TRUSTEE 1.00 X 0 0 0 BILL HENDRIX TRUSTEE 1.00 X 0 0 0 MADLYN A HILLIARD 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 THOMAS L KREAMER JR 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 WILLIAM W BILLY RUCKS IV TRUSTEE 1.00 X 0 0 0 DR E JOSEPH SAVOIE TRUSTEE 1.00 X 0 0 0 JAMES E SLATTEN III 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 STAN HARDEE TRUSTEE 1.00 X 0 0 0 JULIE BOLTON FALGOUT CHIEF EXECUTIVE OFFICER 40.00 X 157915 0 24528 COLETTE BILLEAUD CHIEF FINANCIAL OFFICER 40.00 X 135281 0 13224 293196 0 37752 2 0 1 0 THE PICARD GROUP 1200 CAMELLIA BLVD SUITE 101 LAFAYETTE LA 70508 LOBBYING SERVICES 180000 CARTER & ASSOCIATES COMMERCIAL SVCS LLC 171 17TH STREET NW SUITE 1200 ATLANTA GA 303631032 CONSTRUCTION PROJECT MGMT 180000 RUFFALO NOEL LEVITZ P O BOX 718 DES MOINES IA 50303 FUNDRAISING SERVICES 153474 ALLEN & GOOCH P O BOX 81129 LAFAYETTE LA 705981129 LEGAL FEES 143249 4 403422 3300 15050263 201651 15456985 ADMIN AND INVESTMENT MGMT 523920 306646 306646 306646 2258407 2258407 379225 379225 6776 5610 1166 1166 1166 21086431 52546 21224797 62000 -138366 -9454 -147820 -147820 219388 403422 207123 12265 12265 BRITISH PETROLEUM SETTLEMENT 900099 559642 559642 CASH SURRENDER INCOME 523000 35280 35280 594922 18861796 866288 0 2538523 14251331 14251331 945468 461823 483645 187368 187368 385333 385333 335772 335772 18188 18188 1994 1994 43857 43857 355362 355362 86442 86442 BAD DEBT EXPENSE 1585333 1585333 OTHER FUNDRAISING EXP 306645 306645 DUES AND SUBSCRIPTIONS 43479 43479 EVENT EXPENSES TO SCH G -204123 -204123 18342449 14251331 3300828 790290 1187906 5757532 2412328 3591587 7320715 5574080 4140912 394988 88220 802741 12836007 4350094 8834419 8485913 100331067 107846372 50488649 56177489 3539625 3551405 178343841 192182107 2147152 2892184 8781 800000 0 34364234 37545171 417535 398905 37728921 40845041 X 4166109 4657281 43811715 51122270 92637096 95557515 140614920 151337066 178343841 192182107 519347 10202799 0 X X 0 0 0 X 9495176 9991022 20079744 11295663 15456985 66318590 9495176 9991022 20079744 11295663 15456985 66318590 5926693 60391897 2157909 2467275 2997186 2374498 2680228 12677096 78995686 3826058 0.76450 0.74300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 165000 165000 18390182 18555182 1000000 250000 0 0 688629 1000000 1000000 1000000 3688629 5532944 120000 144463 171000 165000 600463 172157 250000 250000 250000 922157 1383236 5500 2988516 X X X X 0 0 1 X 136448811 15413756 12316910 13807300 3692392 146679785 143126010 11673761 -1515343 14986447 1849170 136448811 138917718 19768839 1800180 14680833 2679894 143126010 123771757 10256473 15487343 8896140 1701715 138917718 112264103 10206762 10788341 8122615 1364834 123771757 0.65150 0.34850 0 1 1 63278 984732 1048010 10809403 3559444 7249959 792985 667296 125689 185609 123354 62255 8485913 PRIVATE ADVISORS STABLE VALUE FUND 1443502 F SIGULAR GUFF 1166095 F TRUEBRIDGE-KAUFMAN FELLOWS II 2185191 F COLLER INTERNATIONAL PTNRS VI, CL A 2079046 F EMERALD HILL CAPITAL PARTNERS III LP 2157489 F IRON POINT REAL ESTATE PARTNERS II 835599 F AEW GLOBAL PROPERTY SECURITIES 7485546 F POWERSHARES COMMODITY INDEX 1232701 F HBK OFFSHORE FUND LTD 2926140 F FIR TREE INTERNATIONAL VALUE FUND 3168062 F FIREFLY VALUE PARTNERS 2048888 F BRENNER WEST CAPITAL OFFSHORE FUND 1705004 F VENTURE INVESTMENT ASSOCIATES ENERGY III FUND 1129538 F CLAREN ROAD CREDIT FUND 204904 F AQR CAPITAL MANAGEMENT 3090354 F TYBOURNE LONG OPPORTUNITIES FUND 6565331 F TRUEBRIDGE-KAUFMAN FELLOWS III 2201162 F WATERFALL EDEN FUND LTD 2160030 F MKP OPPORTUNITY FUND 3524714 F RESOURCE LAND HOLDINGS 214710 F HARVEST MLP INCOME FUND II 2693967 F AMBERBROOK VII 1338863 F MAGNITUDE INTERNATIONAL 3284784 F MARANON SENIOR CREDIT STRATEGIES 259454 F WESTPORT CAPITAL NEWCOLD 1076415 F 56177489 29277328 10202799 212733 10415532 18861796 0 18861796 18555182 212733 212733 18342449 0 18342449 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 207,123. DIRECT RENTAL EXPENSE LINE 6B 5,610. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE LINE 8B 207,123. DIRECT RENTAL EXPENSE LINE 6B 5,610. X X X X X X X 1 RUFFALO NOEL LEVITZ P O BOX 718 DES MOINES IA 50303 PHONE A THON 0 106820 138454 -31634 106820 138454 -31634 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 277500 166500 111000 300 296 24638 1403 1452 RCAF CELEBRATION 99638 79710 19928 4403 19189 7750 4872 7 245672 157212 88460 396 63398 2424 10663 65939 622810 403422 219388 300 5095 107225 3827 18413 72263 207123 12265 1 UNIVERSITY OF LOUISIANA AT LAFAYETTE 104 UNIVERSITY CIRCLE LAFAYETTE LA 70503 726000820 501(C)(3) 14251331 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 JULIE BOLTON FALGOUT CHIEF EXECUTIVE OFFICER 157915 0 0 0 0 0 0 0 24528 0 182443 0 0 0 X 2 5500 INDEPENDENT APPRAISAL X 14 196151 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