2024-04-05T10:46:17-05:00 2023-06-30 720538016 BROUSSARD POCHE LLP PO BOX 61400 LAFAYETTE LA 705961400 990 2022-07-01 726023836 UNIV OF LOUISIANA AT LAFAYETTE FOUNDATION INC UNIV 3374820700 POST OFFICE DRAWER 44290 ULL LAFAYETTE LA 70504 KARL MECHE CFO 3374820700 2024-04-04 1 KARL MECHE 999009999 0 CARLINNA L BERTRAND P01418229 3379884930 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TOMMY KREAMER POST OFFICE DRAWER 44290 ULL LAFAYETTE LA 70504 71153758 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. 29 28 47 0 0 0 22687190 20061191 993193 817930 8978394 1293291 3228144 812789 35886921 22985201 21021572 18988995 0 0 2111851 2447430 0 0 695594 3021407 1001348 26154830 22437773 9732091 547428 265058467 276445429 52561071 52879758 212497396 223565671 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 12248691 12248691 1242841 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 1,260 STUDENTS. IT PROVIDED 301 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. 6527944 6527944 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. 212360 212360 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. 18988995 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 1 168 0 1 47 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 X 29 28 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 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 DR 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 5175 0 0 KARL MECHE CHIEF FINANCIAL OFFICER 40.00 X 167661 0 15787 KRIS FOSTER DIRECTOR OF FINANCE 40.00 X 101189 0 5573 274025 0 21360 2 0 1 0 J B MOUTON INC PO BOX 60790 LAFAYETTE LA 70596 OTHER FEES FOR SERVICES 1043563 LISKOW & LEWIS PO BOX 52008 LAFAYETTE LA 70505 LEGAL FEES 377021 EAB PO BOX 603519 CHARLOTTE NC 28260 PROFESSIONAL FUNDRAISING FEES 267926 ACSW ARCHITECTS 115 E MAIN ST LAFAYETTE LA 70501 OTHER FEES FOR SERVICES 225245 CORNERSTONE GOVERNMENT AFFAIRS INC 800 MAINE AVE SW WASHINGTON DC 20024 LOBBYING FEES 153000 9 153300 19907891 319693 20061191 ADMIN AND INVESTMENT MGMT 523940 817930 817930 817930 411479 411479 224237 224237 92338 6010 7711 0 84627 6010 90637 90637 49003411 48121599 881812 881812 881812 38325 153300 39247 -922 -922 ULLF OTHER INCOME 900099 424911 424911 CASH SURRENDER INCOME 523000 73926 73926 498837 22985201 1242841 0 1681169 18988995 18988995 2447430 1988889 458541 53256 53256 58500 58500 223672 223672 -28904 -28904 728045 728045 75206 75206 27153 27153 13121 13121 296607 296607 132453 132453 OTHER FUNDRAISING EXP 237053 237053 DUES AND SUBSCRIPTIONS 39223 39223 EVENT EXPENSES TO SCH G -39247 -39247 BAD DEBT RECOVERY -814790 -814790 22437773 18988995 2753184 695594 7688272 17708815 9369856 19876843 30650251 27316051 1825765 793892 904760 774027 15044832 6177977 8779031 8866855 100768772 96437982 101173649 100439095 3898111 4231869 265058467 276445429 6281212 5428851 60000 60000 3466666 3199999 42467139 43930881 286054 260027 52561071 52879758 X 15204598 15856347 197292798 207709324 212497396 223565671 265058467 276445429 547428 10520847 0 X X 0 1 X 1 0 X 12087191 12444955 38628801 22687189 20061191 105909327 12087191 12444955 38628801 22687189 20061191 105909327 105909327 1553436 877256 35691 -193917 807990 3080456 108989783 8342143 0.97170 0.95030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 393672 393672 22091059 22484731 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 237578 250000 305000 393672 1186250 250000 250000 250000 250000 1000000 1500000 252742 3406179 X X X X 0 0 1 X 154721048 4438442 11330485 7765749 162724226 171397760 10076692 -17992411 8760993 154721048 135077437 1677121 42048939 7405737 171397760 132883603 844633 6070848 1589734 3131913 135077437 128710584 3034137 7836095 1320674 3403317 1973222 132883603 0.01540 0.52848 0.45612 0 1 1 2906053 2906053 11189677 5286322 5903355 765223 722804 42419 183879 168851 15028 8866855 SIGULAR GUFF 441130 F TRUEBRIDGE-KAUFMAN FELLOWS II 2078130 F COLLER INTERNATIONAL PTNRS VI, CL A 491343 F EMERALD HILL CAPITAL PARTNERS III LP 4885592 F IRON POINT REAL ESTATE PARTNERS II 264463 F HBK OFFSHORE FUND LTD 5857673 F VENTURE INVESTMENT ASSOCIATES ENERGY III FUND 1806971 F TRUEBRIDGE-KAUFMAN FELLOWS III 4511954 F WATERFALL EDEN FUND LTD 8503 F RESOURCE LAND HOLDINGS 935982 F AMBERBROOK VII 1790922 F MARANON SENIOR CREDIT STRATEGIES 495133 F WESTPORT CAPITAL NEWCOLD 359021 F IR&M CORE BOND FUND 10506237 F YUKON CAPITAL PARTNERS III 378829 F DAVIDSON KEMPNER 6824665 F GOVERNORS LANE OFFSHORE FUND 5028259 F C-BRIDGE HEALTHCARE FUND 830674 F LEGACY VENTURE 921677 F KLINE HILL STRATEGIC 9 559707 F INDABA CAPITAL PARTNERS 3435108 F PARAMETRIC DEFENSIVE EQUITY 1933610 F WGI EMERGING MARKETS 2857279 F HIMALAYA CAPITAL INVESTORS OFFSHORE 2401253 F LL MORTGAGE FUND LP 10982910 F DRIVE CAPITAL FUND III 716090 F UFENAU VI 531026 F GREEN COURT CHINA LONG ONLY EQUITY 2149391 F KLINE HILL OPPOR OFFSHORE III LP 267389 F FIRSTMARK CAPITAL OF III LP 181038 F MOONRISE CHINA PARTNERS 572958 F FIRSTMARK CAPITAL V 198473 F KLINE HILL OFFSHORE III 686556 F C-BRIDGE HEALTHCARE FUND V 582434 F BOND II, LP 351302 F SYSTEMATIC GROWTH III 204150 F RIVERVEST VENTURE FUND V 73701 F RUBICON TECHNOLOGY PARTNERS III 485598 F TWO SIGMA ACTIVE EXT US ALL CAP 18153880 F ROCK SPRINGS CAP OFFSHORE FND LP 2225635 F OMEGA FUND VII LP 160926 F FIVE ELMS V B, LP 276417 F AULDBRASS PTRS 119368 F STERLING GROUP PTRS 239311 F LINDEN CAPITAL PARTNERS V LP 239638 F THRIVE CAPITAL PRTNR VIII GROWTH 172117 F STANDARD CRYPTO VENTURE FUND I LP 129634 F ITE RAIL FEEDER FUND LP 488758 F COINFUND VENTURES I OFFSHORE LP 41693 F ATALAYA ASSET INC FD EVERGREEN LP 473168 F MADRONA VENTUR FUND IX LP 46459 F POLARIS GROWTH FUND II LP 81476 F SENTINEL CAPITAL PARTNERS VII LP 3484 F 100439095 X 33553006 10520847 46958 10567805 22985201 0 22985201 22484731 46958 46958 22437773 0 22437773 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, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXP LINE 8B 39,247. DIRECT RENTAL EXPENSE LINE 6B 7,711. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE LINE 8B 39,247. DIRECT RENTAL EXPENSE LINE 6B 7,711. 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 51400 41120 10280 2515 12247 988 WOMENS BASKETBALL GOLF TOURNAMENT 46754 37403 9351 10259 2099 426 4 93471 74777 18694 1351 1446 3043 4873 191625 153300 38325 3866 11705 17389 6287 39247 -922 1 UNIVERSITY OF LOUISIANA AT LAFAYETTE 104 UNIVERSITY CIRCLE LAFAYETTE LA 70503 726000820 501(C)(3) 18988993 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 KARL MECHE CHIEF FINANCIAL OFFICER 164054 0 0 0 3607 0 0 0 0 0 167661 0 0 0 X 66 180100 INDEPENDENT APPRAISAL X 5 66951 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 PO BOX 44290 LAFAYETTE LA 70504 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 PO BOX 44290 LAFAYETTE LA 70504 274282088 TO SUPPORT THE HISTORY DEPT OF UNIV THROUGH DISTRIBUTIONS TO FOUNDATION LA 501(C)(3) LINE 12C, III-FI 0 RAGIN CAJUNS ATHLETIC FOUNDATION PO BOX 44290 LAFAYETTE LA 70504 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