2025-01-29T15:37:19-05:00 2024-06-30 WOODARD & ASSOCIATES (APAC) 1904 STUBBS AVENUE SUITE B MONROE LA 71201 990 2023-07-01 726028527 UNIVERSITY OF LOUISIANA AT MONROE FOUNDATION UNIV 3183423610 700 UNIVERSITY AVENUE MONROE LA 71209 SUSAN CHAPPELL EXECUTIVE DIRECTOR 3183423610 2025-01-29 false DILLON DAVIS P03159225 3183872672 2025-01-29 2023 2025-03-06 01:10:19Z SUSAN CHAPPELL 700 UNIVERSITY AVENUE MONROE LA 71209 6531728 false X WWW.ULM.EDU/FOUNDATION/ABOUT.HTML X 1961 LA THE UNIVERSITY OF LOUISIANA AT MONROE FOUNDATION'S PURPOSE IS TO SOLICIT, RECEIVE AND ADMINISTER PRIVATE GIFTS FOR THE BENEFIT OF THE UNIVERSITY OF LOUISIANA AT MONROE, ITS FACULTY AND ITS STUDENTS AND TO SUPPORT THE ADVANCEMENT OF THE UNIVERSITY BY ACQUIRING IMMOVABLE PROPERTY FOR FUTURE ACQUISITION BY THE UNIVERSITY OF LOUISIANA AT MONROE. 35 35 6 0 5411450 5514499 856459 1007640 4504170 6119143 30751 9589 10802830 12650871 932000 1113613 0 869923 1005334 0 257386 2255579 2426857 4057502 4545804 6745328 8105067 91637520 104760269 39807267 44824949 51830253 59935320 X THE UNIVERSITY OF LOUISIANA AT MONROE FOUNDATION'S PURPOSE IS TO SOLICIT, RECEIVE AND ADMINISTER PRIVATE GIFTS FOR THE BENEFIT OF THE UNIVERSITY OF LOUISIANA AT MONROE, ITS FACULTY AND ITS STUDENTS AND TO SUPPORT THE ADVANCEMENT OF THE UNIVERSITY BY ACQUIRING IMMOVABLE PROPERTY FOR FUTURE ACQUISITION BY THE UNIVERSITY OF LOUISIANA AT MONROE. false false 1113613 1113613 SCHOLARSHIPS - PROVIDED SCHOLARSHIPS TO THE STUDENTS ATTENDING THE UNIVERSITY OF LOUISIANA AT MONROE. 508182 ACADEMIC SUPPORT - ASSISTED THE UNIVERSITY OF LOUISIANA AT MONROE IN ATTRACTING AND RETAINING HIGH QUALITY FACULTY THROUGH SALARY ENHANCEMENTS AND FACULTY ENHANCEMENT THROUGH TRAVEL AND RESEARCH. 148348 DEPARTMENTAL SUPPORT - PROVIDED ASSISTANCE TO THE UNIVERSITY OF LOUISIANA AT MONROE FOR THE PURPOSE OF ENHANCING ACADEMIC PROGRAMS THROUGH FACULTY DEVELOPMENT AND ENHANCEMENT IN ORDER TO PROMOTE THE ACCOMPLISHMENTS OF THE UNIVERSITY. 1399544 NONE 1399544 3169687 true false false false false false false true false true true true false false true false true false false false false false false false false false false false true false false false false false false false false false true false false false false false false false false true 43 0 6 true false false false false false false false false false false false false X 35 35 false false false false true true true true true false false false true true true true true false false false X CHARLES DIGIULIAN 3183423610 700 UNIVERSITY AVENUE MONROE LA 71209 X JERRY ALLEN PAST PRESIDE X X 0 0 0 TONI BACON TRUSTEE X 0 0 0 ANDREW BARBER TRUSTEE X 0 0 0 DENNIS BLUNT TRUSTEE X 0 0 0 LEANN BOYD TRUSTEE X 0 0 0 BILL CHEEK TRUSTEE X 0 0 0 GLEN CORBIN TRUSTEE X 0 0 0 BETTY CUMMINS TRUSTEE X 0 0 0 JOE FARR TRUSTEE X 0 0 0 TERI FONTENOT TRUSTEE X 0 0 0 STEPHEN FUTRELL TRUSTEE X 0 0 0 JOHN GARDNER TRUSTEE X 0 0 0 ALBERTA GREEN SECRETARY/TR X X 0 0 0 SUSAN HOFFMANN TRUSTEE X 0 0 0 SABRINA HOGAN TRUSTEE X 0 0 0 LINDA HOLYFIELD TRUSTEE X 0 0 0 LEO HONEYCUTT TRUSTEE X 0 0 0 CHARLES JACKSON III VICE PRESIDE X X 0 0 0 JOHN JACKSON TRUSTEE X 0 0 0 JOE JACOBS TRUSTEE X 0 0 0 TAYLOR JAMISON TRUSTEE X 0 0 0 JOHN JONES PRESIDENT X X 0 0 0 JEFFERY LAUDENHEIMER TRUSTEE X 0 0 0 LESA LAWRENCE TRUSTEE X 0 0 0 JOHN LUFFEY TRUSTEE X 0 0 0 ANGELA MCCRAY TRUSTEE X 0 0 0 MARK NEAL TRUSTEE X 0 0 0 KURT OESTRIECHER TRUSTEE X 0 0 0 ALLISON FRANZEN-CAMACHO PHD TRUSTEE X 0 0 0 TIM QUINN TRUSTEE X 0 0 0 MATT SANDERSON TRUSTEE X 0 0 0 KEVIN SMITH TRUSTEE X 0 0 0 JOHN WELLS TRUSTEE X 0 0 0 CHRIS WINDHAM TRUSTEE X 0 0 0 SUSAN CHAPPELL EXECUTIVE DI X 0 0 0 CHARLES DIGIULIAN CFO X 0 0 0 false false false 5514499 59880 5514499 SERVICE CHARGES EARNED 690546 690546 OTHER INCOME 199534 199534 SPYKER FARM INCOME 115565 115565 LEASE INCOME- WIND TOWER 1995 1995 1007640 9589 9589 9589 9589 -6119143 6119143 6119143 6119143 12650871 7126783 9589 1113613 1113613 817501 395191 422205 105 80237 67704 12533 75925 28577 47348 31671 787 30884 31500 31500 430214 430214 357689 204123 53178 100388 63258 50298 7715 5245 355825 305385 22383 28057 173151 143661 29490 46404 31883 14521 59396 38281 479 20636 406459 303504 102955 1656 1656 12951 12951 AWARDS 148348 148348 BAD DEBT EXPENSE 142434 142434 ANNUITY PAYMENTS 89135 89135 DONATIONS TO ULM 84571 84571 23866 22192 1674 4545804 3169687 1118731 257386 368986 356189 2488333 1926045 16457 182087 613574 464759 33571 67532 3660886 23490 3639052 3637396 84471787 98120501 5760 5760 91637520 104760269 120327 383754 39686940 44441195 39807267 44824949 X 14521752 13644905 37308501 46290415 51830253 59935320 91637520 104760269 8105067 X false true X true false X 4342824 4042637 3276987 5411450 5514499 22588397 4342824 4042637 3276987 5411450 5514499 22588397 2827368 19761029 651837 8372804 53669 30751 9589 9118650 31707047 3919522 0.62320 0.61450 X 5760 false 63842508 3568344 11116420 1132064 518832 76876376 56281531 1898491 8064332 1457483 944362 63842509 65982739 1468412 -7399520 2773510 996590 56281531 51664380 1829506 15561518 2149175 923490 65982739 48973611 3042581 2020436 1275431 1096817 51664380 false false 3636048 3636048 24838 23490 1348 3637396 BANK TRUSTS - REGIONS 98120501 F 98120501 ENDOWED FUNDS HELD AS AGENT OF STATE 42977803 FUNDS HELD FOR OTHERS 887853 GIFT ANNUITY LIABILITY 575539 44441195 12650871 12650871 12650871 4545804 4545804 4545804 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUNDS WERE ESTABLISHED TO SUPPORT SCHOLARSHIPS AND PROGRAMS AT THE UNIVERSITY OF LOUISIANA AT MONROE. CONTRIBUTIONS ARE SUBJECT TO DONOR RESTRICTIONS THAT STIPULATE THE ORIGINAL GIFT IS TO BE HELD AND INVESTED BY THE FOUNDATION INDEFINITELY. THE EARNINGS OF THE ENDOWMENT FUNDS ARE USED TO FUND SCHOLARSHIPS FOR THE UNIVERSITY OF LOUISIANA AT MONROE, TO FUND ENDOWED CHAIRS AND ENDOWED PROFESSORSHIPS AND TO FUND STAFF DEVELOPMENT AND RESEARCH FOR DEPARTMENTS THROUGHOUT THE UNIVERSITY OF LOUISIANA AT MONROE. AT JUNE 30, 2023, 38,257,472 OF THE ENDOWMENT FUNDS WERE HELD AS AGENT OF THE UNIVERSITY OF LOUISIANA AT MONROE. true SCHOLARSHIPS TO STUDENTS 1113613 SCHEDULE I, PAGE 1, PART I, LINE 2 THE UNIVERSITY DEPARTMENTS/UNIVERSITY SCHOLARSHIPS COMMITTEE UTILIIZE PREDETERMINED CRITERIA TO SELECT A POOL OF STUDENTS FOR CONSIDERATION FOR SCHOLARSHIPS. THE DEPARTMENTS THEN AWARD RECIPIENTS FROM THIS POOL. THE ULM FOUNDATION DOES NOT PARTICIPATE IN THIS SELECTION PROCESS. THE ULM FOUNDATION NOTIFIES THE UNIVERSITY OF THE TOTAL DOLLARS AVAILABLE FOR SCHOLARSHIPS. X 1 59880 false false false SCHEDULE M, PAGE 2, PART II THE ULM FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). FORM 990 - ORGANIZATION'S MISSION THE UNIVERSITY OF LOUISIANA AT MONROE FOUNDATION'S PURPOSE IS TO SOLICIT, RECEIVE AND ADMINISTER PRIVATE GIFTS FOR THE BENEFIT OF THE UNIVERSITY OF LOUISIANA AT MONROE, ITS FACULTY AND ITS STUDENTS AND TO SUPPORT THE ADVANCEMENT OF THE UNIVERSITY BY ACQUIRING IMMOVABLE PROPERTY FOR FUTURE ACQUISITION BY THE UNIVERSITY OF LOUISIANA AT MONROE. FORM 990, PAGE 2, PART III, LINE 4D NONE FORM 990, PART VI THE UNIVERSITY OF LOUISIANA AT MONROE FOUNDATION DOES NOT HAVE A WHISTLEBLOWER POLICY OR A DOCUMENT DESTRUCTION/RETENTION POLICY. HOWEVER THE UNIVERSITY OF LOUISIANA AT MONROE FOUNDATION IS INCLUDED UNDER THE UNIVERSITY OF LOUISIANA AT MONROE'S POLICIES. EMPLOYEES OF THE UNIVERSITY OF LOUISIANA AT MONROE PROVIDE SERVICES FOR THE UNIVERSITY OF LOUISIANA AT MONROE FOUNDATION. THE UNIVERSITY OF LOUISIANA AT MONROE FOUNDATION REIMBURSES THE UNIVERSITY OF LOUISIANA AT MONROE FOR THESE SERVICES. FORM 990, PAGE 6, PART VI, LINE 6 VOTING MEMBERS OF THE FOUNDATION ARE PERSONS WHO CONRIBUTED 100 OR MORE TO THE FOUNDATION DURING THE CALENDAR YEAR PRECEDING THE ANNUAL MEETING OF THE MEMBERSHIP. EACH MEMBER HAS ONE VOTE. FORM 990, PAGE 6, PART VI, LINE 7A TRUSTEES ARE ELECTED BY VOTING MEMBERS OF THE FOUNDATION FOR A THREE YEAR PERIOD STARTING JANUARY 1 OF EACH YEAR. FORM 990, PAGE 6, PART VI, LINE 7B THE MEMBERS VOTE ON CERTAIN DECISIONS MADE THAT HAVE A MAJOR IMPACT TO THE ORGANIZATION. THE MOTION, SECOND AND APPROVAL IS RECORDED IN THE MINUTES OF THE MEETING. FORM 990, PAGE 6, PART VI, LINE 11B BECAUSE THE COMPLETION OF THE THE FORM 990 DOES NOT COINCIDE WITH THE MEETING OF THE BOARD OF TRUSTEES, THE FORM IS NOT REVIEWED BY THE BOARD. THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE UNIVERSITY OF LOUISIANA AT MONROE, BY THE PRESIDENT OF THE UNIVERSITY OF LOUISIANA AT MONROE FOUNDATION AND BY THE EXECUTIVE DIRECTOR OF THE UNIVERSITY OF LOUISIANA AT MONROE FOUNDATION. THE FORM 990 IS SIGNED BY THE EXECUTIVE DIRECTOR OF THE UNIVERSITY OF LOUISIANA AT MONROE FOUNDATION. FORM 990, PAGE 6, PART VI, LINE 12C THE ULM FOUNDATION ANNUALLY OBTAINS AND CONFIRMS A SIGNED CONFLICT OF INTEREST STATEMENT NOTING ANY ACTIVITY THAT COULD HAVE A CONFLICT. FORM 990, PAGE 6, PART VI, LINE 19 THE ULM FOUNDATION DOES NOT DISCLOSE FINANCIAL STATEMENTS, THE CONFLICT OF INTEREST POLICY OR GOVERNING DOCUMENTS TO THE GENERAL PUBLIC. ULM FOUNDATION HAS DISCLOSED SOME OF THE DOCUMENTS TO ORGANIZATIONS FROM WHOM THEY ARE REQUESTING SUBSTANTIAL FUNDING. COPIES OF THE AUDITED FINANCIAL STATEMENTS ARE FURNISHED TO THE UNIVERSITY OF LOUISIANA AT MONROE AND TO THE LOUISIANA LEGISLATIVE AUDITOR.