2024-11-14T14:53:33-06:00 2023-12-31 720538016 BROUSSARD POCHE LLP PO BOX 61400 LAFAYETTE LA 705961400 990 2023-01-01 274282088 JAMES H GUILBEAU JR CHARITABLE TRUST JAME 3374820700 P O BOX 44290 LAFAYETTE LA 70504 KARL MECHE CO-TRUSTEE 3374820700 2024-11-14 1 1 CARLINNA L BERTRAND P01418229 3379884930 2023 2024-10-15 13:58:12Z KARL MECHE 705 E ST MARY BLVD LAFAYETTE LA 70503 381936 0 X N/A X 2006 LA THE JAMES H. GUILBEAU, JR. CHARITABLE TRUST PROVIDES PHILANTHROPIC SUPPORT TO ENHANCE THE EDUCATIONAL PROGRAMS OF THE HISTORY DEPARTMENT OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE. 3 3 0 0 0 0 0 0 0 0 232787 301090 0 0 232787 301090 160704 201088 0 0 0 0 0 0 0 148490 139467 309194 340555 -76407 -39465 8371956 9539908 0 0 8371956 9539908 THE JAMES H. GUILBEAU, JR. CHARITABLE TRUST PROVIDES PHILANTHROPIC SUPPORT TO ENHANCE THE EDUCATIONAL PROGRAMS OF THE HISTORY DEPARTMENT OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE 0 0 72392 72392 FACULTY RESEARCH: THE TRUST PROVIDED FUNDING FOR PROFESSIONAL TRAVEL, FACULTY DEVELOPMENT, AND RESEARCH AWARDS FOR FACULTY MEMBERS OF THE HISTORY DEPARTMENT OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE. 95516 95516 GRADUATE PROGRAMS/PUBLIC HISTORY: THE TRUST PROVIDED FUNDING FOR GRADUATE ASSISTANTSHIPS, FELLOWSHIPS AND INTERNSHIPS WITHIN THE HISTORY DEPARTMENT AT THE UNIVERSITY OF LOUISIANA AT LAFAYETTE 33180 33180 OTHER: THE TRUST PROVIDED FUNDING FOR HISTORICAL LOUISIANA ACTIVITIES INCLUDING GUEST LECTURES, WORKSHOPS AND PODCASTS. 201088 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X KARL MECHE 3374820700 705 E ST MARY BLVD LAFAYETTE LA 70503 X KARL MECHE CO-TRUSTEE 1.00 X 0 0 0 DR E JOSEPH SAVOIE CO-TRUSTEE 1.00 X 0 0 0 JAMES HPRINCE CO-TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 201923 201923 180013 80846 99167 99167 99167 301090 0 0 301090 X 201088 201088 3357 3357 136110 136110 340555 201088 139467 0 138983 167997 4516 4832 8228457 9367079 8371956 9539908 0 0 X 8371956 9539908 8371956 9539908 8371956 9539908 -39465 1207417 0 X 0 0 0 X X 1 UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION INC 726023836 7 1 201088 0 1 201088 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3 THE SUPPORTED ORGANIZATION, THE UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION INC. (THE FOUNDATION), MANAGES ALL INVESTMENTS FOR THE JAMES H. GUILBEAU JR CHARITABLE TRUST (THE GUILBEAU TRUST) AND TRANSFERS ALL GRANTS TO THE UNIVERSITY OF LOUISIANA AT LAFAYETTE HISTORY DEPARTMENT FOR PROGRAMS SUPPORTED BY THE GUILBEAU TRUST. PART IV, SECTION E, LINE 2A THE SUPPORTED ORGANIZATION, THE FOUNDATION, EXISTS TO PROVIDE PHILANTHROPIC SUPPORT SERVICES AND ASSET MANAGEMENT FOR FUNDS DEDICATED TO AID THE UNIVERSITY OF LOUISIANA AT LAFAYETTE (THE UNIVERSITY) IN FURTHERING ITS MISSION. THE GUILBEAU TRUST IS CUSTODIAN OF FUNDS FOR PROGRAMS OF THE HISTORY DEPARTMENT OF THE UNIVERSITY. ALL DISBURSEMENTS OF THE TRUST ARE FOR PROGRAM GRANTS TO THE HISTORY DEPARTMENT OF THE UNIVERSITY OR FOR REIMBURSEMENT OF DIRECT EXPENSES OF THE FOUNDATION FOR THE GUILBEAU TRUST. PART IV, SECTION E, LINE 2B THE BEQUEST THAT CREATED THE GUILBEAU TRUST SPECIFIED THAT THE TRUST WOULD HOLD THE ASSETS AND NAMED THE FOUNDATION AS THE SOLE AND EXCLUSIVE CHARITABLE BENEFICIARY OF THE TRUST, RESTRICTING DISTRIBUTIONS FOR THE BENEFIT OF THE UNIVERSITY HISTORY DEPARTMENT. IF THE BEQUEST HAD BEEN MADE DIRECTLY TO THE FOUNDATION FOR THE BENEFIT OF THE HISTORY DEPARTMENT, THE SUPPORTED ORGANIZATION (THE FOUNDATION) WOULD HAVE CARRIED OUT THE ACTIVITIES. 0 0 8371956 1508507 201088 139467 9539908 10442865 -1761715 160704 148490 8371956 9514653 1322235 248068 145955 10442865 8739409 1098151 193973 128934 9514653 7473893 1554375 185064 103795 8739409 0 0 0 PART V, LINE 4: GRANTS TO THE HISTORY DEPARTMENT OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE 0 UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION 705 ST MARY BLVD LAFAYETTE LA 70503 726023836 501(C)(3) 201088 0 SUPPORT OF THE HISTORY DEPARTMENT OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE 990 IS PROVIDED TO THE TRUSTEES WHO REVIEW THE RETURN BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF 990'S AND ORGANIZATIONAL DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICE OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION. THE OFFICE LOCATION IS 705 E. ST. MARY BLVD, LAFAYETTE, LA 70503. FORM 990, PART IX, LINE 11G ADMINISTRATIVE FEE - ULL FOUNDATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 136,110. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,110. UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION 705 ST MARY BLVD LAFAYETTE LA 70503 726023836 TO PROMOTE THE EDUCATIONAL, SOCIAL, MORAL AND MATERIAL WELFARE OF ULL AT LAF LA 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0