Civic Intelligence

James H Guilbeau Jr Charitable Trust

EIN 27-4282088 • 501(c)3 • Lafayette, LA

Profile

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

P O Box 44290Lafayette, LA 70504

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

13th percentile

-17%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

15%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$10,523,672

Up $2,151,716 (+26%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$10,523,672

Up $2,151,716 (+26%) from 2022

Revenue

Up

$344,881

Up $112,094 (+48%) from 2022

Expenses

Up

$403,404

Up $94,210 (+30%) from 2022

Net Income

Up

-$58,523

Up $17,884 (+23%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2013: $7,207,401Liabilities 2013: $0Net Assets 2013: $7,207,4012013Assets 2015: $7,008,499Liabilities 2015: $0Net Assets 2015: $7,008,4992015Assets 2016: $7,216,214Liabilities 2016: $901Net Assets 2016: $7,215,3132016Assets 2017: $8,213,468Liabilities 2017: $917Net Assets 2017: $8,212,5512017Assets 2018: $7,473,893Liabilities 2018: $0Net Assets 2018: $7,473,8932018Assets 2020: $9,514,653Liabilities 2020: $0Net Assets 2020: $9,514,6532020Assets 2021: $10,443,592Liabilities 2021: $727Net Assets 2021: $10,442,8652021Assets 2022: $8,371,956Liabilities 2022: $0Net Assets 2022: $8,371,9562022Assets 2024: $10,523,672Liabilities 2024: $0Net Assets 2024: $10,523,6722024

Highlighted filing

2024

Assets$10,523,672
Liabilities$0
Net Assets$10,523,672

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2013: $147,185Expenses 2013: $165,425Net Income 2013: -$18,2402013Revenue 2015: $168,082Expenses 2015: $241,862Net Income 2015: -$73,7802015Revenue 2016: $164,525Expenses 2016: $246,091Net Income 2016: -$81,5662016Revenue 2017: $195,574Expenses 2017: $234,349Net Income 2017: -$38,7752017Revenue 2018: $219,235Expenses 2018: $267,961Net Income 2018: -$48,7262018Revenue 2020: $303,938Expenses 2020: $322,907Net Income 2020: -$18,9692020Revenue 2021: $192,361Expenses 2021: $394,023Net Income 2021: -$201,6622021Revenue 2022: $232,787Expenses 2022: $309,194Net Income 2022: -$76,4072022Revenue 2024: $344,881Expenses 2024: $403,404Net Income 2024: -$58,5232024

Highlighted filing

2024

Revenue$344,881
Expenses$403,404
Net Income-$58,523

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 10, 2025
Return Version
2024v5.2
Gross Receipts
$424,283
Mission and Program Overview

Mission

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

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,367,079$10,342,616▲ $975,537
Cash and Non-Interest-Bearing Accounts$167,997$176,073▲ $8,076
Accounts Receivable$4,832--
Total Assets$9,539,908$10,523,672▲ $983,764
Other Assets Total$0$4,983▲ $4,983
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,539,908$10,523,672▲ $983,764
Total Net Assets Fund Balance$9,539,908$10,523,672▲ $983,764
Total Liabilities and Net Assets / Fund Balance$9,539,908$10,523,672▲ $983,764

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$9,539,908-▲ $1,387,169-$10,523,673
2023$8,371,956-▲ $1,508,507-$9,539,908
2022$10,442,865-▼ $1,761,715-$8,371,956
2021$9,514,653-▲ $1,322,235-$10,442,865
2020$8,739,409-▲ $1,098,151-$9,514,653
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr E Joseph SavoieCo-trustee
James HprinceCo-trustee
Karl MecheCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$344,881
Other Revenue
$0
Change in Net Assets
$-58,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$254,998
Other Expenses$148,406
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$254,998--$254,998
Fees for Services Other-$143,540-$143,540
Fees for Service Investment Mgmnt Fees-$4,866-$4,866
Total Functional Expenses$254,998$148,406$0$403,404
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Louisiana at Lafayette FoundationLafayette, LA501(c)(3)Support of the History Department of the University of Louisiana at Lafayette$254,998
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
James H Guilbeau Jr Charitable Trust
EIN
27-4282088
Phone
3374820700
Address
P O BOX 44290, LAFAYETTE, LA 70504

Signing Officer

Name
Karl Meche
Title
Co-trustee
Phone
3374820700
Signed
2025-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karl Meche
Formed
2006
Legal Domicile
La
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Broussard Poche Llp
Address
PO BOX 61400, LAFAYETTE, LA 70596-1400
Preparer
Carlinna L Bertrand
Phone
3379884930
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Administrative fee - ull foundation: program service expenses 0. Management and general expenses 143,540. Fundraising expenses 0. Total expenses 143,540.

Financial Statement Notes

PART V, LINE 4:

Grants to the history department of the university of louisiana at lafayette

Raw XML Appendix377 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE 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.
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0193973
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01098151
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GRANTS TO THE HISTORY DEPARTMENT OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0254998
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF THE HISTORY DEPARTMENT OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0726023836
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0705 ST MARY BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAFAYETTE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0LA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd070503
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COMPLETE COPY OF THE 990 IS PROVIDED TO THE TRUSTEES WHO REVIEW THE RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE FEE - ULL FOUNDATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 143,540. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 143,540.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0726023836
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROMOTE THE EDUCATIONAL, SOCIAL, MORAL AND MATERIAL WELFARE OF ULL AT LAF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0705 ST MARY BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LAFAYETTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd070503
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09539908
IRS990/TotalAssetsEOYAmt010523672
IRS990/TotalAssetsGrp/BOYAmt09539908
IRS990/TotalAssetsGrp/EOYAmt010523672
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0148406
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0254998
IRS990/TotalFunctionalExpensesGrp/TotalAmt0403404
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09539908
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010523672
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0254998
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0214252
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0130629
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0344881
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09539908
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010523672
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0705 E ST MARY BLVD
IRS990/USAddress/CityNm0LAFAYETTE
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070503
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KARL MECHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03374820700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES H GUILBEAU JR CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0274282088
ReturnHeader/Filer/PhoneNum03374820700
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 44290
ReturnHeader/Filer/USAddress/CityNm0LAFAYETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070504
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720538016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROUSSARD POCHE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 61400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0705961400
ReturnHeader/PreparerPersonGrp/PhoneNum03379884930
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLINNA L BERTRAND
ReturnHeader/ReturnTs02025-09-10T15:34:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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