Our first name is community - Community Foundation Acadiana

Community Foundation of Acadiana
Our first name is community
2008 Report to the Community
Community Foundation of Acadiana
2008 Report to the Community
All artwork featured in the 2008 Report to the Community is by David Alpha
Cover, left: Louisiana Landscape, 11.11.2002, oil on masonite, 32 G x 24 H inches
Back cover: Summer Cloudscape, 9.20.2006, oil on caste paper, 5 H x 24 inches
our first name is community
Community Foundation of Acadiana
2008 Report to the Community
Above: Summer Cloudscape, 9.20.2006, oil on caste paper, 5 H x 24 inches, David Alpha
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Letter from the Chairman and Executive Director
Message from Artist: David Alpha
Community Foundation of Acadiana
Board of Directors
Committees and CFA Staff
Members
Founders Society
Friends of the Foundation
Funds at the Foundation
2008 Highlights
Assets and Grants
Financial Statements
2008 Grants
Memorials
Honoraria
List of Funds
In Conclusion
Featured Artist: David Alpha (inside back cover)
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Community Foundation of Acadiana
Report to the Community 2008
Executive Director/Chair Letter
Dear Friends,
Your community foundation continues to grow in size, influence, and capacity. The Foundation’s flexibility attracts generous individuals, couples,
families, companies, and others interested in enhancing the quality of life in south-central Louisiana. Our donor-centric model can accommodate
the specific, unique, and varied charitable and philanthropic objectives of our donors.
In 2008, the good folks of Louisiana HonorAir honored us by engaging our participation in their magnanimous flights of World War II Veterans;
several generous donors established named charitable funds; our second geographic affiliate was established – the St. Mary Parish Community
Fund; and opportunities to give back were had through our Giving Back Catalog – a year of solid development for the Foundation.
The year was also ground-breaking! Office space for the Foundation has been provided through the generosity of the Moody Family. Thanks to
the munificence of Rodney and Cindi Savoy, the Foundation broke ground on its new office building that is expected to be completed by fall of
2009. “Ground-breaking” also was the Foundation’s re-commitment to be donor-centric – increasing giving by making it easier for folks to give.
Under the capable leadership of its Chair, Elaine D. Abell, the Board provided direct oversight and direction to better your community foundation. Firstly, all are affected by the terrific market downturns of 2008. The Foundation’s investment oversight proved crucial to ensure that its
investments were not a part of any of the scandalous activities recently; more importantly, however, our financial oversight is meant to ensure that
charitable funds remain viable so that dollars are available, regardless of fluctuations in the market. Secondly, the Foundation now offers broader
investment options that include asset allocation selection. Further, donors can establish named funds but maintain their own investment advisors,
firms or banks to manage these funds via our Financial Advisor Program. Thirdly, we reduced our administrative fees to better compete with
commercial gift fund and private foundation options.
The Foundation ended 2008 with almost $34 million in assets. (As of June 30, 2009, assets exceed $40 million.) This year will be filled with exciting activities. A tentative collaboration with the University of Louisiana, the Lafayette Consolidated Government, and anonymous donor(s) to
preserve the “Horse Farm” for the benefit of the community has energized and unified our community. In mid-2009, the Foundation is poised
to announce an investment by the Hewlett Foundation into Acadiana to help empower donors and enrich our community. These initiatives, and
all of those at the Foundation, are all grounded in a commitment to benefit the nonprofit sector, a desire to servicing the greater south-central
Louisiana region, and a strategic commitment to accommodate donors’ specific objectives.
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Current conversations and prospective activities are inspiring; Community Foundation of Acadiana’s place in Acadiana’s landscape is assured.
David T. Calhoun
Board of Directors, Chair
Community Foundation of Acadiana
Above, above right: Sunny Breezy Landscape, 9.16.2007, oil on caste paper, 5 H x 24 inches, David Alpha
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Raymond J. Hébert
Executive Director
Community Foundation of Acadiana
artist message
I see Nature as the All including man. I see my work as homage to the beauty of an experience-able sense of space and
the forms that inhabit this ecology. I mean for the celebration of these forms to be made by hand with organic
and industrial materials. The intention is to enjoy the beauty and organic symbolic quality of their content. In a time
where man is trapped in a synthetic context created by technology, sterilizing and dissociative in effect,
I believe the role of art can be to remind us of the mystery and beauty of our innate context in transcendence with the all.
d av i d a l p h a
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Community Foundation of Acadiana
Community Foundation of Acadiana works each day to improve the quality of life in our region.
Foundations are just one of many entities involved in this effort on a daily basis.
Different than many others,
our efforts are grounded in the belief
that philanthropy can positively impact our communities.
The Foundation believes that as we increase giving in our communities, we make an important
difference. We increase a struggling family’s ability to stay in their home. We beautify a park. We
make schooling affordable to a dedicated student. We provide food for a needy family. We make
Acadiana a better place to live.
CFA
The Foundation works to connect donors. As people find the causes they care about, they will give
more. When a first-time philanthropist understands that his money helped build a playground or a
garden, he is proud. We help donors find those causes which they are proud to support, and then
we help strengthen their relationships with those causes. We are able to do this because of our
strong partnerships and our willingness to collaborate.
Community Foundation strives to provide community leadership. CFA stands as a unique vehicle
to help accomplish community goals. From the incubation of Louisiana HonorAir to the construction of
Ascension High School, many of the projects CFA has undertaken began with a passion for improving
the community.
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Putting philanthropy on the map in Acadiana benefits our community in countless ways. We look
forward to helping everyone in Acadiana discover their passion, maximize their giving, and find
ways to make a difference.
Mission Statement
Community Foundation of Acadiana’s mission is to
improve the quality of life in our region by increasing
giving, connecting donors with what they care about,
and providing leadership on community needs and
opportunities.
Vision Statement
To be the recognized leader in matching donors with
needs in the Acadiana region
Community Foundation of Acadiana
focuses its primary grantmaking and
charitable services within an eight-parish
area (Acadia, Evangeline, Iberia,
Lafayette, St. Landry, St. Martin,
St. Mary and Vermilion).
Values
Integrity
Credibility
Trustworthiness
Long-Term Stewardship
High Ethical Standards
Fairness
Transparency
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co
Board of Directors 2009
David T. Calhoun*
Jacob North Printing
Companies, Retired
Chair
Jane S. Guidry*
Onebane Law Firm
Community Investment Chair
Raymond H. Pellerin
Pellerin Companies
Hank Perret*
Moreno Group
Vice-Chair
Leonard K. Lemoine*
The Lemoine Company, LLC
Donor Services Chair
E. Stewart Shea III
The Bayou Companies
Kevin Moody*
The Moody Company
Secretary/Treasurer
Audit Committee Chair
Mary Jane Bauer
REALTOR ® Association
of Acadiana
E. Warner Veillon
Tri-Parish Bank
Elaine D. Abell*
Attorney
Immediate Past Chair
Paula Phillips Carson,
PhD, SPHR, CCP
University of Louisiana
at Lafayette
Janet Morein Wood
Capital One
Caroline C. Boudreaux*
Boudreaux, Henderson,
& Co., LLP
Finance Committee Chair
Ernest Freyou
Iberia Parish President
Michael G. DeHart*
Stuller Family Foundation
Investment Committee Chair
Alfred S. Lippman
Lippman, Mahfouz, Tranchina
& Thorguson, LLC
L. J. Gielen*
Gielen Enterprises Incorporated
Board Development Chair
Gregory N. Marcantel
Certified Public Accountant
PAST DIRECTORS
Kathy Ashworth*
Odon L. Bacque, Jr.*
Barry Berthelot*
Gerald Boudreaux*
Roland Dugas*
W.J.“Tony” Gordon III
Mike Hamner*
Mike Hollier*
Michael J. Michot*
Frank X. Neuner, Jr.*
James H. Prince*
Rae Robinson*
Gail Romero*
William W. Rucks IV
Dennis Stine
Robert E. Trahan*†
board of director
* charter board members
† deceased
*Executive Committee Member
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ommittees
rs
2009 Committee Composition
Donor Services
Lenny Lemoine, Chair**
Jeff Elmore
Bernie Dupre
L.J. Gielen**
Al Lippman**
Kevin Moody**
Hank Perret**
Stewart Shea**
Robert Tujaque
Community Investment
Jane Guidry, Chair**
Susan Allardyce
Mary Jane Bauer**
Scott Brazda
Nancy Broussard
Paula Phillips Carson**
Allison Clarke
Blake David
Katie Ferguson
Katherine Moody McCormick
Ryan Petticrew
Rae Robinson*
Gail Romero*
Matt Roth
Lise Anne Slatten
Bonnie R. Will
Janet Wood**
CFA Staff
Raymond J. Hébert
Executive Director
Investment
Mike DeHart, Chair**
Bo Billeaud
Dan Chassee
Rob Eddy
John Fraser
Greg Marcantel**
Warner Veillon**
Carlee Alm-LaBar
Marketing and Communications
Director
Board Development
L. J. Gielen, Chair**
Elaine D. Abell**
Barry Berthelot*
Frank Neuner*
Ray Pellerin**
Linda Dautreuil
Donor Relations
Iberia Parish Enhancement Fund
Lynette Fraser, Chair
Ashlee Comeaux, Vice-Chair
Linda Dautreuil, Secretary/Treasurer
Taylor Barras
Beau Beaullieu
Harvey Gonsoulin
Michael Halphen, M.D.
Benny Menard
Rev. Zachary Mitchell, Sr.
Hon. Anne L. Simon
Michael Wattigny
Finance and Audit
Caroline Boudreaux, Chair (Finance)**
Kevin Moody, Chair (Audit)**
Sandi Chalmers
Ernest Freyou**
Patrick Little
Greg Marcantel**
Duayne Richard
Additional CFA Staff
Dawn Cole
Katherine Moody McCormick
Community Foundation of Acadiana
mailing address:
P.O. Box 3892
Lafayette, LA 70502-3892
physical address:
600 Jefferson St., Suite 402
Lafayette, LA 70501
new address, fall of 2009:
1035 Camellia Boulevard
Lafayette, LA 70508
P: 337-266-2145
F: 337-266-2162
www.cfacadiana.org
cfa staff
*past director
**board member
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his
CFA Members 2008
SIGNATURE SERIES LEVEL 2
($5,000 and up)
Anonymous
Kay Legendre Doré
Mr. and Mrs. William J. Doré, Sr.
Fugro Chance Inc.
Lafayette General Medical Center
Mike and Tiffany Moreno
Mrs. Mildred “Mimi” McElligott
The Moody Company Foundation
Our Lady of Lourdes Regional Medical Center
Stewart and Becky Shea
Rodney and Cindi Savoy
Stuller Family Foundation
SIGNATURE SERIES LEVEL 1
($2,500- $4,999)
Joe and Julie Brents Bouligny
Capital One
Mr. and Mrs. L. J. Gielen
Haynie Family Foundation
Home Bank
IBERIABANK
Arthur C. LeBlanc, Jr.
Merrill Lynch, Clark-Kreamer-Hebert Group
J. B. Mouton
Onebane Law Firm
J. Michael Poole, Sr.; Sunbelt Energy, Ltd.
Realtor Association of Acadiana
Teche Federal Savings Bank
Van Eaton & Romero, Inc.
Whitney National Bank
Richard G. and Sheila M. Zepernick
Richard and Elaine Zuschlag
MASTERS SOCIETY LEVEL 2
($1,000-$2,499)
Elaine D. and Edward C. Abell, Jr.
Doug and Claire Ashy, Sr.
Jean and Sissy Breaux
Martha B. Brown
Doug and Marilyn Burch
David and Anne Calhoun
Community First Bank
Mr. and Mrs. Mike DeHart
Jim and Charlotte Doyle
John and Lynette Fraser
Greg and Jane Guidry
Tony and Edna Gordon
Max and Dianne Hoyt
Joe and Jackie Klutts
Kolder, Champagne, Slaven & Company, LLC
George and Martha Latiolais
Senator and Mrs. Mike Michot
Michot Family LLC
Mr. Kevin Moody
Frank and Tracy Neuner
Sheriff Michael and Mrs. Cece Neustrom
Ray and Susan Pellerin
Dave and Mary Romagosa
Tri-Parish Bank
MASTERS SOCIETY LEVEL 1
($100-$999)
Acadian Memorial Foundation, Inc.
Acadiana Outreach Center
W.P. Aertker, Jr.
Susan Fly Allardyce
William and Carlee Alm-LaBar
American Bank & Trust Co.
Larry Sides and Kathy Ashworth
Mr. and Mrs. Patrick Attaway
Don & Cookie Bacque/Mass Mutual Match
Taylor and Cheryl Barras
Ms. Eleanor Barry
Harry and Estelle Barton
Mary Jane and Carl Bauer
Mr. George Beaugh, Sr.
James H. Booksh, Jr.
Mr. and Mrs. Tim Boudreaux
Mr. and Mrs. Dan Bouligny
Bradley and Kathy Broussard
Roland Broussard
Eric and Julie Buller
Dr. and Mrs. H. B. Burch
Julie and Michael Carloss
Patricia and John Coleman
Ashlee Comeaux
Mr. and Mrs. Joe Courville
Ms. Linda V. Dautreuil
Dave Domingue
Irving Domingue
Rob and Toni Eddy
C.H. Fenstermaker & Associates, Inc.
Henry L. Fewell Sr.
T.J. Fontenot
members
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Dan and Patty Fournerat
Mr. and Mrs. Ernest Freyou
Karen Gambel
Harvey and Loretta Gonsoulin
Richard Griffith
Gulf Coast Bank
Dr. and Mrs. Michael Halphen
Raymond and Allyson Hebert
Ms. Francine Henderson
Mr. and Mrs. Mike Hollier
Mike and Mary Hopkins
Mr. and Mrs. Gus O. Lamperez, Jr.
Alfred “Smitty” Landry
Peter and Carole Landry
Kenneth J. LeBlanc, FlowChem Technologies
Brig. General Robert LeBlanc
Greg and Jean Marcantel
Katherine and Todd McCormick
Mrs. Karen McGlasson
Flo Meadows
Mr. and Mrs. Ray J. Melancon
Benny and Yvonne Menard
Leon J. Minvielle, Jr.
Leon J. Minvielle III
Bruce and Stacy Montesano
J. Neil Morein
Jim Pate
Hank and Debbie Perret
Ricky and Tammy Ray, Rayco Consulting, Inc.
Louis Rolfes
Matt and Gerilyn Roth
James Sandoz
Kenneth Savoie
Clifton and Joyce Schexnayder
The Hon. Anne L. Simon
Louis and Susan Simon
Hubert Sonnier
Tim’s Air Conditioning & Refrigeration, Inc.
Dr. and Mrs. John Tolson III
Ray and Nancy Trahan
Mrs. Robert Trahan
Mr. and Mrs. Charles H. Trent
Ann and Warner Veillon
Mike and Tiffany Wattigny Bonnie and Tom Will
Janet and Chuck Wood
story & founders
History and Founders
PLATINUM
The Advocate
Baton Rouge Area Foundation
John R. “Bernie” and Lauren G. Dupre
Lafayette General Medical Center
Lee Matherne Family Foundation
and Premiere, Inc.
The Moody Company Foundation
Our Lady of Lourdes Regional Medical Center
Perret Doise, APLC
The Pugh Family Foundation
Bill Quinlan, ICT Insurance
Southwest Medical Center
Stuller Family Foundation
United Way of Acadiana
Women’s and Children’s Hospital
GOLD
Bank One (now Chase Bank)
The Burts Family
David and Anne Calhoun
Kay Legendre Doré
Fugro Chance, Inc.
IBERIABANK
Lenny and Christine Lemoine
Martin & Castille Funeral Homes, Inc.
Merrill Lynch, Clark-Kreamer-Hebert Group
MidSouth Bank
Michel Moreno, Dynamic Industries, Inc.
Morgan Keegan & Company, Inc.
Jim and Pat Prince
Rodney and Cindi Savoy
Robert and Coni Trahan,
Lafayette Motor Company
Adrian and Rita Vega
The Wright Group
SILVER
Allen & Gooch
Anonymous
Doug and Claire Ashy, Sr.,
Doug Ashy Materials, Inc.
Badger Oil Corporation
Mary Jane and Carl Bauer
Robert P. and Marcelle Billeaud
Dr. and Mrs. Daniel Bourque
Jerry and Judi Brents and Julie Brents Bouligny
John N. Chappuis and Colleen McDaniel
The Daily Advertiser, The Times of Acadiana,
The Opelousas Daily World
Davidson, Meaux, Sonnier & McElligott
Bill Fenstermaker,
C.H. Fenstermaker & Associates, Inc.
Chris and Karen Gambel,
Northwestern Mutual
Tony and Edna Gordon
Haynie Family Foundation
Hibernia Bank (now Capital One Bank)
Robert and Mary Hollier
Home Bank
Max and Dianne Hoyt
Pat and Truley Juneau
Junior League of Lafayette
The Eddy Knight Family Foundation
Mr. and Mrs. David A Koke, Jr.
Elizabeth Busch Koke, Charlotte Busch Cryer,
& Henry Busch III
Lafayette Board of REALTORS
George and Martha Latiolais
Arthur C. LeBlanc, Jr.
Tim and Tonya Lemoine
Elaine L. Mann Family
Dr. and Mrs. Edmund Nagem, Jr.
Frank and Tracy Neuner, Laborde & Neuner
Offshore Logistics, Inc.
Patrick S. and Cheryl C. Ottinger
Hank and Debbie Perret
Rayne State Bank & Trust Company
Regions Bank
Carol Ross and Ron Gomez
Rosary and Sammy Russo
Mr. and Mrs. H. Norman Saurage, III,
Community Coffee
Stewart and Becky Shea
Larry Sides and Kathy Ashworth
Art Suberbielle, Acadiana LifeStyles
Dr. John Tolson III
Van Eaton & Romero
Whitney National Bank
Richard G. and Sheila M. Zepernick, Jr.
Richard and Elaine Zuschlag
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Community Foundation of
Acadiana was established in
2000 to enhance philanthropy
in our region and to increase
the amount of financial support
going towards charitable causes.
Through our donor-focused
model, we have worked with
hundreds of donors and
organizations to meet their
charitable goals. The Founders
listed here are a group of people
who believed in the potential
of the Foundation to transform
the community and gave of
their resources to seed the
Foundation for the benefit
of Acadiana.
Philanthropy means
creating the Acadiana
you wa n t t o s e e by g i v i ng b ac k
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improve the quality of life in our region
Community Foundation of Acadiana is built around the idea that philanthropy can change
our community for the better, and by extension, change the world. CFA is building a community
of philanthropists committed to positively transforming Acadiana. The next two pages describe
how you can be involved.
Above: Summer Cloudscape, 9.20.2006, oil on caste paper, 5 H x 24 inches, David Alpha
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Friends of the Foundation
Formerly our membership program, Friends of the Foundation are those community members who believe in the mission of the
Foundation. Their support makes all of the Foundation’s collective activities possible. From small grants to local nonprofits to community
leadership opportunities like the Horse Farm, the Foundation’s Friends are the common link that makes each project possible.
In addition to supporting the Foundation, these important people form a community of philanthropists. To foster that community
and share information, the Foundation offers the following benefits to its friends, beginning in 2009.
Friends ($100-$499 annual commitment)
Receive our award-winning annual report which profiles Acadiana philanthropists and philanthropic activities
Receive bi-annual enewsletter highlighting how philanthropy is transforming our community
Receive personal invitations to all public Foundation events including the annual philanthropist’s breakfast and annual meeting
Publicized as member in the 2009 Report to the Community and on the CFA website
Receive the 2009 Giving Back catalog
Make pass-through grants to nonprofit organizations with no fee assessed (ability to make anonymous donations)
Have the opportunity to complete the annual donor survey
Supporter ($500- $999 annual commitment)
All benefits listed above and
Receive personal invitation to the Foundation’s annual Founders Reception
Donor ($1,000-$2,499 annual commitment)
All benefits listed above and
Link to your company’s website from the CFA website (or, in the case of individuals, a link to your favorite charitable organization’s website)
Benefactor ($2,500- $4,999 annual commitment)
All benefits listed above
Receive personal invitations to philanthropic workshops as available
Philanthropist ($5,000 and up annual commitment)
All benefits listed above
Appear as “Partner in Philanthropy” on all publications and on website
To become a Foundation friend, visit the Foundation’s website at www.cfacadiana.org/friends.
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Start YOUR Donor-Advised Fund
We encourage donors – individuals, couples, families, companies – to establish a donor-advised fund as a powerful way to
enhance your charitable giving.
Donor-advised funds leverage the resources of Community Foundation of Acadiana—the administrative assistance, the giving expertise, and the sense of community—to enhance your giving experience. They are the perfect avenue for donors of any capacity
who want to be actively involved in their giving decisions.
Community Foundation of Acadiana is a donor-centric organization committed to helping donors realize their charitable goals.
Whether that is help in finding the right organization, the desire to give anonymously, or just assistance with the administrative
details in giving, the professional staff of CFA is available to serve you.
Simple steps to a donor-advised fund:
1. Contact us for an establishing document (337.266.2145, [email protected]).
2. Complete the document and return it to us. Document will include the ability to choose your own investment
allocation strategy.
3. Contribute to your fund with a gift of cash, stock, or other alternative assets. When you contribute appreciated stock,
you immediately get the full fair market value for your charitable donation, and you’ll avoid a long-term capital gains tax.
4. Begin recommending grants to nonprofit organizations, churches, and schools that you choose – any time, any year.
Advantages of a donor-advised fund:
Can be utilized as a charitable savings account, allowing donors
to budget and plan their giving over a period of months or years
Can provide immediate tax advantages while delaying ultimate
giving decisions—donors who have a very successful business
year may give of those resources over time while realizing tax
benefits today
Community Foundation of Acadiana’s
Financial Advisor Program
Community Foundation of
Acadiana’s investment program
offers the flexibility to customize
Organizes and simplifies your giving by providing quarterly reports
that offer a dashboard for where your charitable investments go
Receive recognition or give anonymously, depending on your preference
Benefit from professionally managed charitable assets, and you select
the investment pool which reflects your desired level of risk
Have the opportunity to continue to work with your current
professional advisor
your fund’s investment to meet
your charitable goals, whether they
are immediate or long-term. You
may choose to have your trusted
financial advisor continue to
manage your fund. Contact us for
more details about the program.
And many more…
For more information, visit www.cfacadiana.org/startafund.
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Increasing the resources
in Acadiana
d e vo t e d t o c h a r i ta b l e c au s e s
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increasing giving
At the core of Community Foundation of Acadiana’s mission is our commitment to increase
the resources going to community causes. We work with donors to realize their philanthropic
dreams, and we believe that as donors see their resources make an impact, they will give of
themselves and their resources even more.
Above: Warming Landscape, 1.26.2009, oil on caste paper, 5 H x 24 inches, David Alpha
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Giving Back
Comes Full Circle
CFA Giving Back Catalog and Helping Hands for the Holidays
Community Foundation of Acadiana
was involved in two projects last holiday
season which demonstrated what many
in philanthropy experience every day…
sometimes you get so much more than
you give.
Family Foundation, 97.3 the Dawg, and Church of the
Covenant. The program strives to help the neediest in
our community during the holiday season.
Ms. Arceneaux’s granddaughter has a son who is a
hemophiliac. Because of her great-grandson’s condition,
her granddaughter had to carry him into and out of their
home because they lacked a wheelchair ramp. As her
great-grandson grew, this task had become more and
more difficult and dangerous.
When Heloise Arceneaux heard about the CFA Giving
Back Catalog on the radio, she knew she wanted to give
a gift. She called the Foundation offices and asked for a
copy of the booklet.
Hearing her story, the Helping Hands committee voted
to build Ms. Arceneaux’s great-grandson and granddaughter a ramp.
The catalog featured 39 organizations and their small
needs that individuals could give to one another as
Christmas gifts. She gave a gift to Second Harvest to
fund 800 meals to the hungry in Acadiana, and she funded
five nights of shelter for a domestic violence victim at
Faith House.
One of the members of the selection committee and
Executive Director of the Stuller Family Foundation,
Scott Brazda, explains the challenges and rewards of
being involved in the process. “The Helping Hands Committee received so many worthwhile requests, but when
we had to make those difficult decisions, it often came
down to providing members of our community with the
basic necessities of life. A child in a wheelchair faces
enough obstacles—trying to get from here to there, to
take part in as many ‘normal’ activities as possible—and
we wanted to clear the path just a bit.”
What she didn’t realize was the same organization that
facilitated this gift would be a part of giving back to her.
At the same time that she was giving a gift out of this
catalog, someone had submitted her granddaughter’s
story to the Helping Hands for the Holidays program.
Helping Hands for the Holidays is a joint venture
between Community Foundation of Acadiana, Stuller
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Strengthen Your
Giving Impact
Giving d eci si on s ma d e to benefi t the diversi t y of the communi t y and i t s need s
Kay Doré has a long relationship with
CFA. As a founding member, she has
long valued the importance of giving
back to her community.
Kay’s passion for her community also extends to the
social services. As a board member of Healing House,
Kay is generous with both her time and her resources.
The mission of Healing House is to provide support and
education for grieving children, their caregivers and the
Acadiana community.
In 2008, Kay established a donor-advised fund at the Foundation. Her fund
benefits many causes dear to her heart,
but two of those causes represent the diversity found in the
activity of the Foundation’s donor-advised funds.
Kay cites a recent success story of why she has committed a part of herself to the organization. Charlie
Cantrell, a father who had lost his young daughter, and
whose children (Ella and Charlie, pictured above) attended sessions at Healing House shared his story of
gratitude: “It (Healing House) provides a place for our
children to freely express their emotions and feel validated for the healing steps they make on their grief journey. Due to our own grief, these are things that, as parents, we are not always capable of providing, but with
the help of Healing House our children do not walk this
journey alone.”
Nature photo courtesy of Danny Izzo, Nouveau Photeau
Kay is a long-time supporter of The Nature Conservancy
in Louisiana. Dedicated to preserving the “last great places”
throughout the world, Kay feels fortunate that one of
those places is so close to the place she calls home.
Cypress Island Preserve, located minutes from downtown Lafayette, is approximately 9,500 acres of beautiful wetlands. A local favorite of nature-lovers, the area
is home to breeding colonies of birds and alligators. An
area which highlights Louisiana’s best natural features,
The Nature Conservancy preserves the property and
educates visitors from around the world about its unique
qualities. As board secretary of the local chapter of the
international organization, Kay is proud that the dollars
collected for Louisiana stay here to help places like Cypress Island and other natural treasures across the state.
The Nature Conservancy’s current and future plans for
Cypress Island include the continued restoration of the
20,000 acres of natural cypress-tupelo swamp and bottomland hardwood forest, the development of a visitor/
education facility, public parking area, picnic area, restrooms, and a short boardwalk using culturally appropriate and eco-friendly building techniques. Funds for the
construction project are currently being raised.
Heather Blanchard, long-time Executive Director of
Healing House, describes Kay as a tremendous asset
to the organization. During her tenure, Heather has frequently called on Kay to brainstorm a problem from a
new angle. “She always gives her honest opinion, she has
great ideas, and she is a tremendous resource for any
organization she is involved with,” says Heather.
Kay has embraced Community Foundation of Acadiana as
a tool to enhance and focus her giving and support those
causes she cares about. By placing money in a fund at CFA,
she can be deliberate about her giving decisions. And
she hopes that by giving through a community of
philanthropists, she can strengthen the impact of
those giving decisions.
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Making the connections
to help you realize
you r p h i l a n t h r o p i c g oa l s
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connecting donors with what they care about
When our donors choose the causes they give to, we want to hear about the things that matter to
them. The Foundation helps to strengthen giving by connecting donors with causes that are
meaningful to them. Helping donors make those connections, and then providing resources
to strengthen those connections, helps solidify our donor-centric approach.
Above: Grassland 10, 9.10.2007, oil on caste paper, 5 H x 24 inches, David Alpha
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Honoring a
Champion of
the Visual Arts
Community
I n 2 0 0 8 , Lo u i s i a n a l o st o n e of i t s f a v o r i t e so n s , El e m o r e M o r g a n , J r.
The fund’s organizers hope to issue the first grants from the
fund in 2009. In doing so, they are hopeful that the community will begin to realize some of the funds many goals.
promote community awareness and support
for the visual arts
enhance opportunities for artistic achievement
advance the recognition of visual artists
promote partnerships between individual artists
and arts organizations to effectively enhance
the capacity of both parties and leverage
resources for broad impact
In 2008, shortly after Elemore’s death, the Foundation’s
Visual Arts Endowment was renamed to honor Elemore.
As one of this area’s most beloved artists and a champion
of the fund since its inception, it seemed a natural way to
honor him. Since that time, a group of family members
and friends have worked diligently to ensure this field
of interest fund has a continued positive impact on
the visual arts in our community.
The mission of the Elemore Morgan, Jr. Visual Arts
Endowment is to demonstrate that the visual arts are
significant cultural necessities by supporting, promoting,
enhancing and strengthening the visual arts, primarily in
south Louisiana.
To further the endowment’s mission, funds will support
visual arts activities, visual artists, and scholarship, reflecting
the passion and life-long vocation of Elemore Morgan, Jr.
foster quality exhibitions and programming that
will enrich South Louisiana
engage existing and new donors to support
the visual arts
contribute to the cultural life of South Louisiana
Elemore’s wife Mary has been critical in the efforts to
build the endowment. She challenges friends of
Elemore’s and friends of the arts to get involved:
“Join us in an effort to endow this fund to help the arts
flourish in our community. As Elemore always said, keep
your creative juices running, thank you for being you,
and don’t just see, but really look at the evening sky.”
20
Photo courtesy of Philip Gould
Those people who have been familiar
with the Foundation will know that
Elemore Morgan, Jr. was an early
supporter of CFA. Together with
Francis Pavy and Gail Romero, he
helped establish the Visual Arts
Endowment. Funded through the
auction of several pieces of original artwork (by Francis
Pavy and Guy Ransonet), the vision for the fund was to
build an endowment for the visual arts in South Louisiana.
Avenues to
Estate Planning
Patrick and Elizabeth Little are new to philanthropy.
Patrick is the Chairman/President/CEO of Teche
Federal Bank, a bank with local roots in Acadiana that
has grown into a regional banking power. Patrick and
his wife Elizabeth have investigated and utilized many
of the Foundation’s various avenues to philanthropy.
St. Mary Parish how the Foundation could play a role in
their efforts. The result, later in the year, was the establishment of the Foundation’s second affiliate to which the
Littles contributed from their donor-advised fund.
They also have involved their children, Patrick, Jr.,
Madeline, and Clara, in their grantmaking. They have
annual family meetings, and each child makes grants
from the family’s donor advised funds. They are excited
to get them in the habit of giving early in life. Ultimately,
their children will advise their donor-advised funds,
and the Littles expect that their children will be
prepared for that responsibility.
Patrick and Elizabeth first came to know the Foundation
when he was investigating the possibility of establishing
their own family foundation. They had been doing some
estate planning and wanted to make philanthropy a bigger
part of their family’s activities. Many families who want
to consider philanthropy consider family foundations.
Patrick and Elizabeth realized the benefits of working
with Community Foundation of Acadiana.
Patrick has become an advocate for the Foundation’s
growth. He envisions the Foundation taking a more active role in estate planning education in our community.
He sees potential in both the Financial Advisor Program
(see page 13) as well as the various philanthropic
vehicles available. Also in 2008, Patrick’s company set
up a disaster relief fund for its employees, a proactive
approach to helping employees who may experience a
future natural disaster.
They quickly realized that the Foundation could meet all
of their giving goals, while doing much of the work that is
involved in charitable giving. They established multiple
donor-advised funds, named the funds in their wills, and
have given (and contributed again) from those funds
frequently.
As their familiarity and experiences with the Foundation
increased, the Littles realized additional ways the Foundation could help improve their community. Last year,
they took a leadership role in the development of the St.
Mary Parish Community Fund, hosting a luncheon in their
home to help educate a group of people who care about
The Foundation and the Little family have joined together,
and by connecting them with different avenues to philanthropy,
they have increased their giving—bringing philanthropy to
their community, their business, and their family.
21
Guiding our community
to its highest standards and a better future
t h r oug h c h a r i ta b l e c o m m i t m e n t
22
providing leadership on community needs and opportunities
Opportunities and needs come in all shapes and sizes. Leadership to move those opportunities
and needs to the next level is an integral role of the Community Foundation of Acadiana.
As an objective party armed with a commitment to our region, the Foundation leverages
partnerships with various entities around the region and beyond to help make Acadiana the
best place it can be.
Above: Back of Rockafella, 11.4.2007, oil on caste paper, 6 x 23 inches, David Alpha
23
Connections,
Collaborations and
Commitment
N a t i o n a l p h i l a n t h r o p i s t , To m B l o c h , i n s p i r e s t h e A c a d i a n a c o m m u n i t y .
dation of Acadiana made the connection for us and it
was a terrific collaboration. Tom inspired us with his generosity, humility and genuine compassion for youngsters
from impoverished families who are eager to learn. His
willingness to step away from a family business that has
become a national brand (H&R Block) so that he could
commit his life to educating these children is nothing
short of exemplary.”
In 2008, Community Foundation of Acadiana inspired
many with its commitment to share the role of philanthropy in creating the Acadiana we all want to see.
This message was best exemplified by the life of Tom
Bloch. The Foundation partnered with The Independent
Weekly to share Tom’s story with the Acadiana community.
His message, “From success to significance: the role
of philanthropy in building great communities,” was an
inspiration to all who heard him last September.
Community Foundation of Acadiana hopes to continue
to inspire those in this community to give more, both of
themselves and of their resources.
Tom Bloch is the son of the founder of H&R Block, Henry
Bloch. After spending 19 years in the family business,
including serving as the CEO of the company, Mr. Bloch
left the business world to devote his life to education.
He became an inner-city teacher in Kansas City, and he
later began his own charter school. Since leaving H&R
Block in 1995, he has devoted his second career to
giving back. In addition to overseeing the operations
of University Academy (the charter school he helped
begin), in 2008, he served as the Chairman of the Greater Kansas City Community Foundation.
Raymond Hébert, the Foundation’s Executive Director,
praised The Independent for their efforts to bring Tom
to Acadiana: “The partnership with The Independent allowed Tom’s message to be shared with an audience much
larger than the one the Foundation might typically reach.
They have a dedicated readership, and their lecture series is so well supported in this community. We were
grateful that The Independent understood how powerful
the message of philanthropy can be and that they were
willing to bring Tom here. The event was a success for everyone involved, and our challenge as a Foundation is to
continue to highlight Tom’s message: philanthropy really
can help us build an even better community.”
Cherry Fisher May, The Independent Weekly’s publisher, shared this message regarding Mr. Bloch’s visit: “Tom
Bloch’s presentation was one of the highlights of our
2008 Lecture Series. The staff of the Community Foun-
24
A New Community
Fund is Born
The St . Mary Parish Community Fund : The Second Geographic Affiliate for CFA
In November 2008, the St. Mary Parish Community Fund was formally established by an organizing committee
which included Marshall Guidry, Al
Lippman, Patrick and Elizabeth Little
and Alice Pecoraro.
vices. The parish does not, however, have a broad-based
organization such as the St. Mary Parish Community
Fund which was recently formed to assist contributors
having an interest in St. Mary Parish in directing gifts or
grants to local institutions as they may select.”
Lippman also recognized that the St. Mary Fund’s
affiliation with Community Foundation of Acadiana, an
organization widely recognized for its accomplishments
throughout south Louisiana, affords it the opportunity to
provide maximum flexibility to its donors. As an affiliate,
the St. Mary Parish Community Fund uses the resources,
infrastructure and professional management of assets of
Community Foundation of Acadiana while focusing
attention on growing philanthropy in St. Mary Parish.
Photos courtesy of Cajun Coast Visitors & Convention Bureau
2008 was a busy year for the organizing committee. After
watching the success of the Iberia Parish Enhancement
Fund from their adopted community of New Iberia,
Patrick and Elizabeth Little felt that a similar fund could
help St. Mary Parish as well. They engaged other community leaders, both those who had since left the parish and
those who still reside there. The group held a couple of
events in 2008, on both the east and west side of the
parish, to drum up support for the cause.
The St. Mary Fund has been extremely well received
both by St. Mary Parish residents and those who have
interest in the welfare of charitable institutions in St.
Mary Parish. The fund marks the second geographic affiliate for CFA, following the establishment of the Iberia
Parish Enhancement Fund in 2007.
The fund is currently building an endowment and hopes
that philanthropists with ties to St. Mary Parish will give
for the improvement of St. Mary Parish.
Al Lippman, one of the organizers, is passionate about
the potential for his parish that is realized by the establishment of the fund. “St. Mary Parish is indeed fortunate
to be the home of numerous and excellent educational,
civic, religious, and other charitable nonprofit entities,
each receiving contributions and providing specific ser-
For updates and more information about the St. Mary
Parish Community Fund, visit www.cfacadiana.org/stmaryparish.
25
fina
Assets and Grants
Community Foundation of Acadiana continues to build the philanthropic assets for this region. In 2008, our
assets topped $30 million, and grants exceeded $3.5 million. (Assets as of June 30, 2009 exceed $40 million.)
Philanthropy is alive and well in Acadiana.
assets & grants
26
ancial statements
Financial Statements
for the years ending December 31
2007
2008 (unaudited)
Assets
Current Assets
17,810,416 12,051,206
Fixed Assets
7,056,496 21,695,730
Other Assets
15,501 14,502
Total Assets
24,882,413 33,761,438
Liabilities and Net Assets
Current Liabilities
1,648,195 3,475,757
Long-Term Liabilities
785,000 745,000
Net Assets
22,449,218 29,540,681
Total Liabilities and Net Assets
24,882,413 33,761,438
Revenues
Contributions
Investment and Other Income
Total Revenues
12,450,260 1,201,990 13,652,250 13,734,237
(2,249,605)
11,484,632
Expenses
Program Expenses
3,810,566 3,843,926
Support Services
480,808 549,243
Total Expenses
4,291,374 4,393,169
Change in Net Assets
9,360,876 7,091,463
Net Assets
End of Year
Beginning of Year
Change in Net Assets
22,449,218 13,088,342 9,360,876 27
29,540,681
22,449,218
7,091,463
2008 Grant Recipient Organizations
Academy of the Sacred Heart
Acadiana C.A.R.E.S.
Acadiana Outreach Center
Acadiana Youth Baseball, Inc.
ALS Association - Louisiana Chapter
American Cancer Society
American Cancer Society Mid-South Division Inc.
American Red Cross - Central LA Chapter
Anne Dale - Jeweler for a Cause Fund
Asbury United Methodist Church
Ascension Episcopal School Construction Fund
Ascension Episcopal School Endowment
Behrhorst Partners for Development
Big Brothers Big Sisters of Acadiana
Bishop’s Service Appeal
Boy Scouts of America -Evangeline Area
Boys & Girls Clubs of Acadiana
Cameron Parish School Board
Catholic Relief Services
Center for Energy Studies
Change, Inc.
Children’s Museum of Acadiana
Church of Our Lord Jesus
Church of the Covenant
De La Salle Christian Brothers
Dietrich von Hildebrand Legacy Project
Diocese of Lafayette - Vicar’s Account
Down Syndrome Association of Acadiana
ESA Valeris Marsalis Golf Classic
Faith House
Faith West Academy
Family Promise of Acadiana
Feed The Children, Inc.
Festival International de Louisiane
Food For The Poor, Inc.
Friends of Music Acadiana
FSU College of Music
Games of Acadiana, L.L.C.
Gateway Foundation of Acadiana
General Health Foundation
Healing House, Inc.
Helping Hands, Inc.
Hospice Foundation of Acadiana
Iberia Parish Humane Society, Inc.
Junior League of Lafayette
KIPP, Inc.
KRVS Public Radio
Lafayette Ballet Theatre
Lafayette Community Health Care Clinic
Lafayette Education Foundation
Lafayette Housing Authority
Lafayette Parish School System
Lafayette Vineyard Church
LARC - Acadian Village
Lifewater International
Louisiana Chapter - Alzheimer’s Association
Louisiana Emergency Medical Unit
Louisiana HonorAir
Lourdes Foundation
Lower Cameron Hospital Service District
LSU Neuroscience Center
Manresa House of Retreats
March of Dimes
McMains Children’s Development Center
Miles Perret Cancer Services
Morning Star First Baptist Church
Muscular Dystrophy Association - Lafayette
National Medical Association,
Joseph H. Tyler, Jr. Chapter
New Iberia Optimist Club Foundation, Inc.
Opus Christi Magnum,
a division of Lafayette Catholic Services
2008 grants
28
2008 grants
2008 Grant Recipient Organizations
Our Lady of Fatima Church
Our Lady of Wisdom Catholic Church
Oxfam America
Palates and Paté
Paul and Lulu Hilliard University Art Museum
Pediatric Brain Tumor Foundation
Prison Fellowship International
Project HOPE
Rebuilding Together Acadiana
Rose-Hulman Institute of Technology
Sacred Heart Catholic Church
Second Harvest Food Bank of
Greater New Orleans & Acadiana
Sister Handmaids of the Holy Child Jesus Mission
Sisters of Mount Carmel
Sisters of the Eucharistic Covenant
Society of Our Lady of Most Holy Trinity
Soldiers’ Angels
Southwest Louisiana Education and
Referral Center Inc.
St. Barnabas Episcopal Church
St. Elizabeth Ann Seton Catholic Church
St. Genevieve-Teurlings Educational Foundation
St. Joseph Catholic Church
St. Mary Chapter, Louisiana Landmarks Society
St. Pius Elementary School
St. Pius X Catholic Church
Sts. Peter and Paul Catholic School
Stuller Place
Support Our War Heroes
Tarahumara Children’s Hospital Fund
The Extra Mile, Region IV, Inc.
The Food Bank of Covington, Louisiana, Inc.
The Salvation Army
The West Point Fund
The Women’s Center of Lafayette
Trinity Bible Church
UL - Lafayette Foundation
United Care, USA
United Way of Acadiana
United Way of South Mississippi
University of Louisiana at Lafayette Senior Baja Project
University of Louisiana at Lafayette NIMSAT
University of Louisiana at Lafayette Louisiana Lagniappe
University of Louisiana at Lafayette BeauSoliel Louisiana Solar Home
Vascular Birthmark Foundation
Vermilion Catholic High School
Vermilion Parish Library
Vermilion Parish School Board
Volunteers of America
Wings of Hope
Woman’s Foundation, Inc.
Women’s and Children’s Hospital
World Vision International
Y-ME National Breast Cancer Organization
29
2008 Memorials
Mrs. Jane Bass
Mrs. Gaylen Picard,
Picard Holdings, LLC
Jordan Bolden
Mr. Cordell Dartez,
State Farm Mutual Insurance
Corey Faulk
Mr. Cordell Dartez,
State Farm Mutual Insurance
Mrs. Gaylen Picard,
Picard Holdings, LLC
Christian “Chris” J. Gambel, Jr. (cont.)
Joan M. Simon
Mr. Jerome B. Simon
Katherine D. Smith
Mr. and Mrs. Matt Stuller,
Stuller Family Foundation
Mr. and Mrs. John G. Swift
Dr. and Mrs. Michael H. Vanderlick
Mr. Chris A. Verret
Commander A. R. Brazda
Mrs. Mary Jean Brazda
Wanda Ferguson
Mr. and Mrs. Scott A. Dartez
Mr. Cordell Dartez,
State Farm Mutual Insurance
Mrs. Percy Breaux
Mr. Cordell Dartez,
State Farm Mutual Insurance
Evelyn Fontana
Mr. Cordell Dartez,
State Farm Mutual Insurance
Jack H. Brice
Jerry B. Brice
Betty Sebastian Franques
Ms. Donna L. Butler
Gaylen Broussard
Mr. Cordell Dartez,
State Farm Mutual Insurance
Helen Frederick
Mr. Cordell Dartez,
State Farm Mutual Insurance
Lillie Mae Broussard
Mr. Cordell Dartez,
State Farm Mutual Insurance
Christian “Chris” J. Gambel, Jr.
Mr. Don Bacque,
Mass Mutual Financial
Fran A. and Daniel M. Barbato
Carol Bergmark
Bristow Group, Inc.
Mr. and Mrs. Ron Brumley
Mr. and Mrs. Daryl Byrd
Mr. and Mrs. Dean Cole
Dr. and Mrs. James L. Cole
Brady and Patricia Como
Dr. Terry A. Cromwell
Mr. and Mrs. Gary Dietzen
Daniel Hughes Dunchack
Ms. Mitzi Dupré
Episcopal School of Acadiana
Malise Foster
Mr. and Mrs. James H. Guenard III,
Chevron USA, Inc.
Hamilton Medical Group
Mr. and Mrs. Kirk Headley
Mr. and Mrs. Max Hoyt
Law Offices of Laborde and Neuner
Mr. Red Lerille,
Red Lerille’s Health & Raquet Club, Inc.
Longman Russo, APLC
Mrs. Elsie B. Martinez
Carolina Maria Montes
Mark E. Peneguy, Attorney at Law
Charles B. and Cheryl N. Prothro
Dr. and Mrs. David A. Rinaldi
Kevin Rowland and Patch Foster
Mr. James P. Roy,
Domengeaux Wright Roy & Edwards, LLC
Robert and Susan Schneider
Sidney Burkhalter
Kristin Hutchinson
Sarah, Ronnie, Dud, Grace, Ruth, David
Yvonne P. Butcher
Col. Richard D. Chappuis, Sr.
Mr. Richard D. Chappuis, Jr.
Lee Bob Cox
Van Eaton & Romero, Inc.
Anna Mae H. deLaunay
Mr. and Mrs. Scott A. Dartez
Jeffery Derouen
Mr. Cordell Dartez,
State Farm Mutual Insurance
Ray Domengeaux
Jay Domengeaux
Lester Domingue
Van Eaton & Romero, Inc.
Harris Guidry
Lydia Bellard
Raoul Guidry
Gary and Evelyn Smith,
Ann Boudreaux
Elaine Harrington
Mr. Cordell Dartez,
State Farm Mutual Insurance
George Haydel
Arthur and Catherine Mouton
Lee W. Henry
John and Susan Buckelew
Brudley and Nancy Kibodeaux
Danny and Octavia Aucoin
Dr. Thomas Borland
Duffy’s Diner, Inc.
Greater Iberia Chamber
of Commerce
Cindy B. Guidry
IBERIABANK
Tim and Jenny Jolet
Lisa M. Landry
Linear Controls, Inc.
Dale McAnally, Inc.
Andy and Donna Soileau,
Soileau’s Pharmacy
Annegret Sullivan
Sweet Farms, L.L.C.
Marshall and Cynthia Williams
John James Koralishn
Ms. K. Mach
memorials
Merelyn Duhon
Mr. Cordell Dartez,
State Farm Mutual Insurance
Anthon J. Dupuis
Annette Willingham
Mr. and Mrs. Thomas S. Chance
30
Esta Labbe
Lynette Sheffield
Aubrey J. LaPlace, Sr.
Denise Delahoussaye
Lloyd Fernand LeBlanc
Mrs. Cynthia L. Boberskyj
Presley LeBlanc
Janet LeBlanc
John B. and Theresa Legier
Lillian L. Montgomery
Robert Lewis
Mrs. Gaylen Picard
Mr. Cordell Dartez,
State Farm Mutual Insurance
Roland E. McKenzie
Mr. Michael F. McKenzie
Dunis Meaux
Mr. Cordell Dartez,
State Farm Mutual Insurance
Jeffery James Meaux
Brody J. Meaux
Ralph Menard
Mr. Cordell Dartez,
State Farm Mutual Insurance
William Hank Menard
Robin B. Menard
Samuel C. Mitchell
Cecile B. McComas
Joel J. Moreau
A. J. Bourg Inspection, LLC
Curt P. and Stephanie Arsement
Anastacio Ted Gallardo
Charles and Maria Givens
Global X-Ray Employees
Mr. and Mrs. Shane Guin
Industrial Radiography Maintenance
& Supply
Mr. and Mrs. Warren L. Landry
Fred and Janice Perry
Dallas Landry
Mr. Cordell Dartez,
State Farm Mutual Insurance
The Morein Family
Karen M. Ortego
Kenneth J. Landry, Sr.
Stacie R. LeBlanc
Elemore Morgan, Jr.*
Mr. and Mrs. Edward Ashworth
2008 memorials
2008 Memorials
Elemore Morgan, Jr. (cont.)
Ms. Sonya M. Branch
Ms. Suzanne Chaillot and
Mr. Jonas Breaux
Mr. and Mrs. Jerry P. Conques
Mr. George R. Covert
Mr. and Mrs. Curtis P. Darrah
Mr. Dwight David
Gloria K. Fiero
Lester A. Gonsoulin, Jr.
Les Amis du Musee de Kaplan
Sharon B. and John J. Matese
Patricia B. Millican
Barbara L. Plummer
Dr. C. M. Smith
Elizabeth F. and John A. Thomas , M.D.
Harold Ray Morris
Arletta D. Averette
Grover Mouton
Lisa M. Mouton
Arthur Olsen & Jeb White
Tanya W. Winch
Hugh Parker
Lanny and Helen Parker
Richard C. Philipp
Donna L. Butler
Michael Cochran
Mr. Cordell Dartez,
State Farm Mutual Insurance
Dale and Dottie L. LaPorte
Ms. Lois McDonald
Mrs. Tammy A. Philipp-Leger
Joe Mitacek
Larry and Juanita Trout
Emil A. and Billie C. Tyler
Pam G. Vaughn
Whitney National Bank
Daniel Ray Picard
Mr. Cordell Dartez,
State Farm Mutual Insurance
Guy Plauche
Felicia Richey
Walter Polk
Mr. and Mrs. Billy Kennedy
Reverend Patrick Primeaux
Mr. Cordell Dartez,
State Farm Mutual Insurance
Frances Richard
Mr. Cordell Dartez,
State Farm Mutual Insurance
Robert E. Trahan (cont.)
Rickey Bustle
Mr. Gerald W. Butaud
Mr. and Mrs. Daryl Byrd
John Harry Richard
Mr. and Mrs. Allan Campo
Hazel L. Richard
Capital One - Abbeville
Casey & Casey NPS, Inc.
Frank Robichaux
Patrick Chacon
Larry G. Robichaux, Sr.
Mr. and Mrs. Jim Champagne
The Clint Conque Family
Edward Daniel Shipman, Jr.
Jacob Christopher Credeur
Margaret J. Shipman
James and Annadine Credeur
The Daily Advertiser
Laverne Sims
Mr. and Mrs. Thomas L. Day
Ms. Susan G. Moran
Mr. and Mrs. George deGravelle
Joey and Lynne Durel
John Sonnier
Mr. and Mrs. Wayne Elmore
Mr. Cordell Dartez,
Robert and Joan Frederick
Nanette L. Fuselier
State Farm Mutual Insurance
Mr. Nicholas Gachassin and
Wilbur “Skipp” Starr
Mr. Johnnie Gachassin,
Gail Romero, Nancy Broussard and
Gachassin Law Firm
Bill Bacque, Van Eaton & Romero, Inc. Mrs. Adrienne Gale
Mr. and Mrs. Cliff Gaubert,
Edwin, Charles, Thorwell, Chapin Stebbins
Cliff Gaubert Insurance Agency, Inc.
Harcourt M. Stebbins, D.D.S.
Deborah Gordon,
Gordon & Associates
Adam Sturlese
Ms. Carolyn Graney
Patrick J. and Donna S. McDonald
Larayn and Jimmy Guidroz,
Swags & Tassels
James Daniel Suire
Mr. and Mrs. Rob Guidry
Mr. and Mrs. Scott A. Dartez
Mr. and Mrs. Mark Harris
Amelia Hebert’s Birthday Guests
Jesse Kelly and Jack Tate
Joyce Hebert, Alvin and Carole
Mr. and Mrs. Timothy Tate
Hebert, Janice and Barry
Boudreaux
Bill Tobin, Jr.
Kent and Yvette Horstmann
Mrs. Audrey T. Parker
Michael Howell
Mr. and Mrs. Max Hoyt
Robert E. Trahan
IBERIABANK
Abbeville City Court
Terry L. and Linda D. Isbell
Mr. Stanton Andrews
Mr. and Mrs. Richard Jones
Mr. Mark J. Antoine
Dr. and Mrs. Henry J. Kaufman IV
Associated Travel Agency, Inc.
Mr. and Mrs. Jim Kreamer
Mr. Don Bacque,
The Krewe of Gabriel, Inc.
Lafayette Ballet Theatre
Mass Mutual Financial
William H. and Valerie H. Berrett
Lafayette Sertoma Club
Ms. Kathryn Bork
Michael D. Lage
Caroline Boudreaux and Fran Henderson, Mrs. Eileen H. Lancaster
Boudreaux, Henderson
Ms. Annette T. LeBlanc
Russel J. and Mona A. LeBlanc
& Co., LLP
Mr. and Mrs. Joe Bouligny
Andre and Shelley Leger,
Janet and Larry Brauns,
Chez Francois Seafood
Mr. and Mrs. Martin T. Leonard
Courtesy Lincoln Mercury
Broussard, Poche, Lewis & Breaux
Dinky Liner,
- Lafayette
Liner’s Carpets and Interiors
Lynette E. Brown
Louisiana Dealer Services Insurance, Inc.
31
Robert E. Trahan (cont.)
James R. and Cynthia Elkins Lowe
Mr. and Mrs. Richard Lyon
Mr. and Mrs. James “Jimmy” S. Mallia,
Mallia Consulting, Inc.
Materials Management
Department, M-I, L.L.C.
Carolyn S. McClung
Miles Perret Cancer Services
Mr. and Mrs. Mark Miller
Ms. Catherine Monceaux
Mr. Geoff Nance
Mr. and Mrs. C. W. Nolan
Jill Oliva
Mr. and Mrs. Troy Olivier
Merlin I. Olson
Joe Picard, Inc.
Carol and Brent Powell
Noelie Provost
Sammy C. and Lorene C. Pyle
Mindy Reed
Dr. and Mrs. Robert Richard
Robichaux Family
Lauren E. Roy
St. Thomas More Catholic High School
Mr. and Mrs. Clyde Self
Mr. and Mrs. Charles Sellers
Service Chevrolet
Larry Sides and Kathy Ashworth
South College Center Rees Realty Corp.
Dee and Randy Thibodeaux
Cynthia and Gerald Trahan
Gladys Trahan
Matthew, Donna, Janie and
Danielle Trahan
Truth Industries, Inc.
Van Eaton & Romero, Inc.
Dr. and Mrs. Michael H. Vanderlick
Marie Neuvee Vincent
Mr. Cordell Dartez,
State Farm Mutual Insurance
Annette Witt
Mr. Cordell Dartez,
State Farm Mutual Insurance
*Donations made in memory of Elemore Morgan, Jr. immediately
following his death are listed in this report. Gifts received as a result of
fundraising efforts in support of the Elemore Morgan, Jr. Visual Arts
Endowment are not reported per the Foundation’s policies. For more
information, contact the CFA office.
2008 Honoraria
Joseph Amorello, Jr.
Rhonda Magee
William Gaudet’s four uncles
Mr. William G. Gaudet
Jerome and Christopher Romagosa
Mr. and Mrs. David J. Romagosa
Governor Kathleen Babineaux Blanco
Mr. Erroll C. Babineaux
Mr. Don Bacque, Mass Mutual Financial
Cindy G. Bishop
Ms. Marlene M. Blanchard
Mr. J. Simon Brown III, Bruce Foods Corporation
Mr. and Mrs. William J. Doré, Sr.
Michael R. and Marlys Haverty
Mr. and Mrs. John L. Indest
Mr. and Mrs. Buddy Leach
Mrs. Carol S. LeBlanc
Mr. and Mrs. Thomas R. LeBlanc, Sr.
Dorothy F. Reese
Mr. and Mrs. James T. Shea
Mr. and Mrs. Jerry Shea, Jr.
Mr. and Mrs. Jerry E. Shea, Sr.
Bob Wright and Jim Roy,
Domengeaux Wright Roy & Edwards
Mr. and Mrs. Richard Zuschlag,
The Zuschlag Family Foundation
Sherwood Goins
Brent and Roxie Comeaux
Frank and Laura Slavich
Mr. and Mrs. Richard Jones
J. Groenflo
Larry G. Robichaux, Sr.
Ellis Soileau
Cynthia Ogniben
Lyness Guidry
Gina P. Dupuis
King Gabriel LXIX - Matt Stuller
Mr. and Mrs. Thomas R. Hightower, Jr.
Clyde Hahn
Total Electric Service. Inc.
Robert W. Taylor, Sr.
John W. Taylor
Shannon and Mitzi Heath
Mrs. Jennifer Lantier
Mrs. Jane B. Neal
Joseph Wilton Thibodeaux
Marie Suire
Michael W. P. Boos, Sr.
Michael W. P. Boos, Jr.
Ovide LaCour
Jacques LaCour
Cyprien Bourque
Mr. Raymond C. Cordova
Clement O. Lejeune, Sr.
Ms. Natalie Monceaux, c/o Ollie Mae Lejeune, LLC
Frank P. Brinkman, Jr.
Mary B. and Frank P. Brinkman III
Clifton Manuel
Amanda Schexnailder
Earl J. Brown
Donna B. Duncan
Humer Miller
Mr. Glynn C. Fung, Capasco, Inc.
Clarence Champagne
Earl J. Guidry
E.J. Champagne
Mary Beth Mouch
Patrick Hebert
Byron and Lolette Hebert
John LaBorde
Brother of Alden J. LaBorde
Ralph J. Tuminello, Jr.
J.C. Tuminello
United States Soldiers and Veterans
O. B. Coffman
Duane Davidson Construction, Inc.
Melissa M. Miller
Kap Varrelman
Sallie V. Chatfield
Raymond Moore, Jr.
Gulf Coast Air Systems, LLC
George Mouton
James L. Walker
Gordon and Margarette Doré
Mr. William A. Doré, Supreme Rice Mill, Inc.
Burlond Murphy
Katie S. Wooding
Mr. and Mrs. Lanny Parker
Ann L. Maxey
Hank and Debbie Perret
Mr. and Mrs. Frank Slavich
Guy Folse
Paul A. and Andrea F. Landry
Hunter Perret
Mr. and Mrs. Frank Slavich
Christian and Colin Colbert
Mr. Roger P. Colbert
Marie Poulet Tomlinson
Michelle P. Dupuis, St. Landry Bank & Trust Co.
Lonnie and Patricia Perry
Margaret A. Poulet
Mr. and Mrs. Thomas C. Voinche, Jr.
honoraria
32
Leonard G. Walters
Wendy W. Bates
funds
2008 List of Funds
SPIRIT OF ACADIANA FUNDS
David T. and Anne S. Calhoun Fund
Established 2005
Community Endowment Fund
Established 2005
DESIGNATED AGENCY FUNDS
Acadian Memorial Foundation Endowment Fund
Established 2006
Ascension Episcopal School Endowment Fund
Established 2007
Ascension Episcopal School Construction Fund
Established 2007
Basin Resources Fund for the benefit of
Bridge Ministry of Acadiana, Inc.
Established 2005
Bridge Ministry of Acadiana Endowment Fund
Established 2005
Healing House: Hope for Grieving Children Fund
Established 2006
Paul and Lulu Hilliard University Art Museum Fund
Established 2007
Holy Rosary Institute Alumni and Friends
Association, Inc. Fund
Established 2004
Iberia Parish Humane Society, Inc. Fund
Established 2006
Junior League of Lafayette Endowment Fund
Established 2003
Lafayette Ballet Theatre Endowment Fund
Established 2006
Charles and Fay Richard Family Fund Lafayette Ballet Theatre
Established 2007
Lafayette Ballet Theatre - Gruver Legacy Fund
Established 2006
CASA (Court Appointed Special Advocate) Fund
Established 2005
Lafayette Community Health Care Clinic
Endowment Fund
Established 2004
Children’s Advocacy Center and Sexual
Abuse Response Center Endowment Fund
Established 2003
Lafayette Council on Aging Vesta Bourgeois Fund
Established 2006
Endowment Fund for the benefit of Community Foundation of Acadiana
Established 2005
Curator’s Circle Fund
Established 2004
Bobby P. Dupre Family Fund
Established 2007
Epiphany Day School Endowment Fund
Established 2008
Family Missions Company Fund
Established 2004
Family Promise of Acadiana
Established 2004
Lafayette Outreach for Civil Justice Fund
Established 2005
The Lafayette Public Library Foundation Fund
Established 2005
Lourdes Foundation, Inc. Fund
Established 2006
Miles Perret Cancer Services Fund
Established 2001
Math, Arts & Science Technology Academy at
N.P. Moss School Endowed Fund
Established 2005
Nurturing Families of Louisiana Fund (a Prevent
Child Abuse LA Program at The Extra Mile)
Established 2008
Cecil J. Picard Center for Child Development Design Team Fund
Established 2007
Cecil J. Picard Center for Child Development
Endowment Fund
Established 2007
Cecil J. Picard Elementary School
at Maurice Endowment Fund
Established 2007
Pitney Bowes Literacy & Education Fund
Established 2006
The Presidents’ Fund - a Sub-fund of the
South Louisiana Rural Recovery Fund
Established 2007
Gail Romero f/b/o
Academy of the Sacred Heart Fund
Established 2005
Carl J. and Glenda W. Streva Fund for
Sacred Heart Catholic Church - Morgan City
Established 2007
Carl J. and Glenda W. Streva Fund for the
M.D. Anderson Cancer Center
Established 2008
William O. Stutes and Marie Alleman Stutes Fund
f/b/o the Lafayette Association for
Retarded Citizens
Established 2005
Miles Perret Center Endowment Fund
Established 2004
Robert and Coni Trahan Fund for the benefit
of United Way of Acadiana
Established 2008
Rodney and Cindi Savoy Fund for
Miles Perret Cancer Services
Established 2007
Addison and Betty Wilkinson Family Fund for
the benefit of Children’s Museum of Acadiana
Established 2006
(continued)
33
2008 List of Funds
GEOGRAPHIC AFFILIATE FUNDS
Iberia Parish Enhancement Fund
Established 2007
South Louisiana Recovery Fund
Established 2006
Lemoine Company, L.L.C. Fund
Established 2004
St. Martin Parish Disaster Relief Fund
Established 2007
Manuel Builders Fund
Established 2005
Governor Kathleen Babineaux Blanco
Community Fund
Established 2008
Teche Federal Bank Employee Disaster Relief Fund
Established 2008
Merrill Lynch Lafayette Employee Philanthropic Fund
Established 2008
William Doré Family Fund
Established 2007
SCHOLARSHIP FUNDS
REALTOR Association of Acadiana Fund
Established 2005
Edward Jones Financial Group
Established 2007
Dr. Michael and Tommye Halphen Fund
Established 2007
Shea Family Fund
Established 2007
Dr. Wilton and Juanita Bergeron Family
Seminary Scholarship Fund
Established 2004
Starbucks C.O.A.S.T. Fund
Established 2006
Gordon and Margarette Doré Scholarship Fund
Established 2007
Van Eaton & Romero Community Fund
Established 2004
Eloise Voorhies Gary Memorial Award Fund
Established 2005
Women’s and Children’s Hospital Fund
Established 2003
Home Bank Scholarship Fund
Established 2007
DONOR-ADVISED FUNDS
Jack Shirley Memorial Scholarship Fund
Established 2004
Ed and Elaine Abell Family Fund
Established 2007
The St. Martin Land Company Scholarship Fund
Established 2006
The Abshire Family Fund
Established 2008
CORPORATE CHARITABLE FUNDS
AHBA Community Housing Fund
Established 2006
Acadian Ambulance Employee Disaster
Relief Fund II
Established 2008
Acadian Ambulance Community Donations Fund
Established 2005
Alldredge Family Fund
Established 2006
Acadiana Greenspace Legacy Fund
Established 2007
Completion Specialists Charitable Fund
Established 2008
Anonymous Fund 1
Established 2004
Jackie and Dan Bouligny Fund
Established 2006
Anne Dale, Jeweler For A Cause
Established 2008
Anonymous Fund 2
Established 2006
Gulf Coast Recovery Fund
Established 2005
Dynamic Industries, Inc. Fund
Established 2004
Daniel and Jeanine Bourque Family Fund
Established 2004
Louisiana Family Humanitarian Fund II
Established 2008
Heart Hospital of Lafayette Community Fund
Established 2006
Bradley and Kathleen Broussard Family Fund
Established 2005
Elemore Morgan, Jr. Visual Arts Endowment
Established 2006
JPMorgan Chase Bank N.A. Fund
Established 2007
Carbo Family Fund
Established 2005
St. Mary Parish Community Fund
Established 2008
FISCAL SPONSORSHIPS
Louisiana HonorAir Fund
Established 2007
FIELDS OF INTEREST FUNDS
funds
34
funds
2008 List of Funds
Culinary Arts of Acadiana Fund
Established 2006
Let’s All Be Cool Acadiana Fund
Established 2004
Eddie and Gerry Soileau Family Fund
Established 2008
Kay Legendre Doré Fund
Established 2008
The Jewell Parkerson Lowe Foundation Fund
Established 2007
Danna G. Toce Memorial Fund
Established 2008
Manuel Family Fund
Established 2005
Transportation Recreaction Alternatives in
Louisiana (T.R.A.I.L.S.)
Established 2008
The Master’s Fund
Established 2001
E. Warner Veillon Family Fund
Established 2005
John Alexander and William Raburn Dupre
Memorial Fund
Established 2002
Margaret and Lee Matherne Family Fund
Established 2005
Warner Family Fund
Established 2005
Esmerelda Fund
Established 2006
McDaniel/Chappuis Fund
Established 2006
Bobby P. Dupre Charitable Fund
Established 2007
The Dupre Family Fund
Established 2003
Fox - Pharr Family Fund
Established 2007
Frankie Fund
Established 2006
Leonard and Michelle Franques Family Fund
Established 2006
Chris Gambel Family Fund
Established 2008
Phil Haney Community Fund
Established 2008
Mark Hanna Charitable Fund
Established 2008
Raymond and Allyson Hébert Family Fund
Established 2007
Lee W. Henry Memorial Fund
Established 2007
Max and Dianne Hoyt Family Fund
Established 2003
Louis and Pat Michot Family Fund
Established 2004
Joel J. Moreau Memorial Fund
Established 2007
Mary Grace Morrison Fund
Established 2008
Larrey and Grace Mouton Fund
Established 2008
Picard Family Charitable Fund
Established 2007
Prince Family Fund
Established 2003
Pucheu Family Fund
Established 2004
Pugh Family Fund
Established 2003
Kibodeaux Memorial Fund
Established 2007
The Rodriguez Family Fund
Established 2005
Leonard and Christine Lemoine Family Fund
Established 2008
Melissa and Donald P. Ross III Fund
Established 2007
35
White Family Fund
Established 2004
Wilkinson Family Foundation Fund
Established 2006
The Thomas J. and Rosemary G. Zaunbrecher
Family Fund
Established 2006
Jim and Rosemary Zehnder Fund
Established 2005
In Conclusion
Community Foundation of Acadiana thanks all of the individuals and companies who work and volunteer to contribute
to the success of the Foundation. Listed on this page are some of the parties who ensure our professionalism and
enable us to be a model for other foundations and nonprofit organizations in our community and beyond.
FINANCIAL STEWARDSHIP
Custodian of Funds: Merrill Lynch (Prairie Capital Management, LLC as of 1/31/09)*
Tax Preparer and Auditor: Broussard, Poche, Lewis and Breaux, L.L.P.
Community Foundation of Acadiana is committed to having a group of professional staff and volunteers, who
are respected in their field, monitor investment decisions and performance. For more information about the
investment policies and options of the Foundation, contact the Community Foundation of Acadiana office at
337.266.2145.
*NOTE: Donors may choose to have their charitable fund managed by their financial advisor or firm through the
Foundation’s Financial Advisor Program.
REPORT TO THE COMMUNITY 2008
Artwork: David Alpha
Graphic Design: Kate Ferry
Printer: Bodemuller The Printer, Inc.
PROFESSIONAL ASSOCIATIONS
Council on Foundations
Community Foundation of Acadiana regularly consults with national organizations and foundations to learn best
practices and enhance our operations for the benefit of Acadiana. Staff members are presented with regular
professional development opportunities and have regular access to leaders in the field of Community Foundations.
in conclusion
Community Foundation of Acadiana has made every attempt to acknowledge its 2008 activity accurately and completely. Should there be any
additions, errors or omissions in this document, please contact the Community Foundation of Acadiana office at 337.266.2145.
36
David Alpha
David Alpha is a renowned South Louisiana artist whose works have touched the
lives of many throughout the country. A professional artist for over 30 years, he has
frequently collaborated with fellow artists to engage in unique artistic displays.
An artist who works in a variety of media, David has completed murals, 19th century
Louisiana restoration projects, paintings, and much more. He was active in exhibit
design for the Lafayette Natural History Museum for many years, and has completed
interior paintings for famous southern hotels including the Monteleon in New Orleans,
the Bentley in Alexandria, and the Eola in Natchez, Mississippi.
He is a founder of WhooJoo’s art gallery in downtown Lafayette, where many of his
works are featured today. Many of those works are featured in this book.
Married with three children, David lives and works in St. Martinville near Cypress
Island, where he draws inspiration from his surroundings.
For more information and images of his current works, visit www.davidalpha.com.
www.cfacadiana.org