2013 Report to the Community - Community Foundation Acadiana

Community Foundation of Acadiana
2013 Report to the Community
2013 Report
to the Community
1
Letter from the Chairman
and Chief Executive Officer
2
YOUR Community Foundation
of Acadiana
3-5
2013 Foundation Highlights
6-8
2013 Foundation Affiliate Highlights
9-13
Featured Funds
14-17
2013 Funds Listing
18-19
Foundation Ambassadors
20-21
2013 Foundation Financials
22-23
Governance
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In Conclusion
All artwork featured in the 2013 Report to the
Community is by local artist, Julie Breaux.
To see more of her artwork or to learn more
about her, please visit www.JulieBreauxArt.com.
Connecting all generous people
to the causes they care about
Letter from the Chairman and Chief Executive Officer
Dear Friends,
Thank you for your continued trust and confidence in YOUR Community
Foundation of Acadiana (CFA)! It is our pleasure to serve you. CFA is a
donor-centric, entrepreneurial foundation whose core purpose is to connect all
generous people to the causes they care about. CFA benefits our communities,
region and state through philanthropy by offering a service provision that is
three-fold: (1) trusted stewardship of charitable resources, (2) expert services and
(3) civic leadership excellence.
Established in 2000, CFA has cumulatively attracted $128 million in charitable
gifts and has made $68 million in donor-directed grant distributions. In 2013,
CFA was recognized, for the second year, among the Top 100 community
foundations in the country as #3 Most Active Grantmaker, #72 Most Gifts Per
Capita and #74 Most Activity. This national recognition confirms we are in
pursuit of CFA’s core purpose and is a great testament to the generosity of our
communities. We are especially excited about the terrific growth of our
Financial Advisor Program and the launch of the Acadiana Mega Raffle
(www.AcadianaMegaRaffle.com) in 2014.
This Report to the Community highlights some of our top accomplishments and
financial highlights from 2013. We thank local artist, Julie Breaux, for allowing
us to feature her beautiful artwork in our office and throughout this report.
We invite you to learn more about CFA and how we can serve you, your family
and your company in satisfying your charitable and philanthropic objectives.
Please call us at 337.769.4840 or visit our website at www.cfacadiana.org.
Again, we thank you for your continued interest in and support of Community
Foundation of Acadiana.
Sincerely,
Kevin Moody
Raymond J. Hébert
2013-2014 Chairman of the Board
President & CEO
Community FoundationCommunity Foundation
of Acadianaof Acadiana
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YOUR Community Foundation of Acadiana
YOUR center for philanthropy
Connecting all generous people to the causes they care about
Community Foundation of Acadiana (CFA) is a tax-exempt, donor-centric, entrepreneurial foundation whose business
is to benefit our communities, region and state through philanthropy. CFA’s service provision is three-fold: (1) trusted
stewardship; (2) leadership excellence; and (3) expert services.
Established in 2000, CFA has cumulatively attracted over $128 million in gifts and made over $68 million in donordirected grant distributions. CFA is nationally recognized and its partners can include individuals, families, groups,
corporations, other foundations and nonprofits, as well as federal, state and local government.
TRUSTED STEWARDSHIP
Charitable Savings Accounts
Designated Funds
Field of Interest Funds
Discretionary Funds
Scholarship Funds
Permanently endowed or non-permanent
Outright gifts or planned gifts (e.g. bequests, charitable trusts)
LEADERSHIP
EXCELLENCE
CFA initiates, leads or
houses civic leadership
initiatives to satisfy
needs and opportunities
throughout our region
and state.
BRAND PROMISE
Your Passion
Your Generosity
Improving Your Community
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EXPERT SERVICES
CFA’s customized service
offerings accommodate
unique, entrepreneurial
endeavors that receive
support from funding
sources that, by law, policy or
preference, require a credible
501(c)(3) infrastructure.
CORE VALUES
Trust – dependable & worthy of confidence
Passion – committed to the core purpose
Integrity – doing the right thing all the time
Excellence – persistent pursuit of perfection
2013 Foundation Highlights
CFA encourages philanthropy through the establishment of separate, named Funds. CFA is
custodian of these charitable and philanthropic resources that help generous donors meet their
objectives immediately and in perpetuity. This platform affords the creation of legacies for
individuals, families, groups, companies, other foundations and nonprofits that can include
multiple generations.
Financial Advisors Program
Generally, donors select an investment
strategy for the assets of the Funds
established at CFA. An exception to this
is CFA’s Financial Advisor Program. The
Financial Advisor Program is an option
for donors that prefer to maintain their
trusted financial advisors or firms to
manage the investments of the assets in
their Funds.
The Financial Advisor
Program is an option for
donors that prefer to
maintain their trusted
financial advisors or firms to
manage the investments of
the assets in their Funds.
CFA provides a sound and efficient
option for my clients that have a
philanthropic inclination. CFA’s stellar
reputation and expert service provision
is perfect for my clients that also want
to retain my professional advisement.
— J. David Strother, CFP AIFA,
DSF Wealth Management, LLC
The Foundation works with professional
advisors and their clients to meet their
tax and charitable goals. Professional
advisors maintain the core relationship
with their clients and retain a fee for their
services. Donors have secure, online
access to their accounts and can allow
read-only access to professional advisors
as they choose.
CFA’s Financial Advisor Program grew
substantially in 2013. The number of
Financial Advisor Program relationships
grew by almost 300%, while the amount
of assets in separately-invested accounts
grew by almost 4,000%!
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2013 Foundation Highlights
The 2013 Leaders
In Philanthropy
Awards Luncheon
set a record
with almost 750
attendees.
2013 Leaders In Philanthropy Awards Luncheon
CFA held its third-annual Leaders In Philanthropy
Awards Luncheon on Friday, November 15th
(National Philanthropy Day) at the Cajundome
Convention Center. This event set an attendance
record for CFA with almost 750 attendees! The
Foundation awarded 15 individuals and couples for
making an impact in their communities through
philanthropy. Attendees enjoyed a presentation
on the foundation from Raymond J. Hébert, CFA
President and CEO, as well as a keynote address
from Roy Spence, Co-founder and Chairman
of GSD&M (www.gsdm.com). He spoke about
entrepreneurism and charitable giving.
ROY SPENCE
Co-founder and
Chairman of GSD&M
The Foundation awarded 15 individuals and couples for
making an impact in their communities through philanthropy.
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9
2013 Leaders in Philanthropy Award Recipients
1. Acadia Parish, Raymond and Catherine “Kitty” Hensgens, 2. Evangeline Parish, Suzy Bulliard Lemoine, 3. Iberia
Parish, Jerry & Harriet Shea, Sr. 4. Lafayette Parish, Dwight “Bo” & Jerry Ramsay, 5. St. Landry Parish, Keith &
Ginger Myers, 6. St. Martin Parish, Jane G. Bulliard & 7. St. Martin Parish,Patricia D. Resweber, 8. St. Mary Parish,
Dr. Thomas F. & Mrs. Glenna G. Kramer, 9. Vermilion Parish, Jim & Charlotte Doyle.
Past Leaders In Philanthropy
Award Recipients
2012 AWARDEES
Acadia Parish, Michael G. Francis
Evangeline Parish, Dr. Charles J. Aswell, III
Iberia Parish, Ernest Freyou
Lafayette Parish, Paula Woodson Blanchet
St. Landry Parish, Reggie & Marie Dupré
St. Martin Parish, Ray Pellerin
St. Mary Parish, R.E. “Bob” Miller
Vermilion Parish, Nathan Granger
Top: Vermilion Parish Leaders In Philanthropy Award recipients,
Jim and Charlotte Doyle, with their family. Bottom Left: St.
Landry Parish Leaders In Philanthropy Award recipients, Keith
and Ginger Myers, with their family. Bottom Right: Audience
members enjoyed Roy Spence’s positive and encouraging
message to find your passion and do what you love.
2011 AWARDEES
Acadia Parish, Ted & Judy Carmichael
Evangeline Parish, Tim Fontenot
Iberia Parish, Dr. Mike & Mrs. Tommye Halphen
Lafayette Parish, James “Jim” H. Prince
St. Landry Parish, Bobby Dupre
St. Martin Parish, Kenneth L. Fournet, M.D.
St. Mary Parish, Gregory J. Hamer, Sr.
Vermilion Parish, Eugene M. Sellers, Sr.
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Community Foundation of
Acadiana has two geographic
affiliates, Iberia Parish
Foundation and St. Mary
Parish Foundation. These
affiliates have their own boards
of directors that utilize CFA’s
resources, infrastructure and
professional management
2013 Foundation
Affiliate Highlights
of assets as they strengthen
philanthropy in Iberia and St.
Mary parishes. A geographic
affiliate provides a unique
vehicle to enhance the quality of
life for the citizens of a particular
parish. If you are interested in
learning more about establishing
an affiliate in your parish,
please contact the Foundation
at 337.769.4840.
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Iberia Parish Foundation Highlights
New Iberia City Park Playground Enhancement Fund
Established in 2007, the Iberia Parish Foundation,
an affiliate of Community Foundation of
Acadiana, and CFA’s first affiliate, enjoys local
involvement by a local volunteer Board of
Directors that determine philanthropic objectives
for discretionary dollars from its family of
named discretionary Funds – to benefit all
things Iberia Parish.
The Iberia Parish Foundation supports the arts,
education, community development projects
and the local culture and tourism industry.
“The Iberia Parish Foundation allows us
the unique opportunity to focus on the
charitable and philanthropic needs of
our community. On behalf of the Board
of Directors of the Foundation, we are
honored to be able to further enhance
an already wonderful community by
supporting important projects such as
the New Iberia City Park playground
enhancement and the hydroponic
garden co-ops.”
— Mike Wattigny, Iberia Parish Foundation Chair, 2013
The New Iberia City Park Playground Enhancement Fund was started and run by
a citizen/volunteer-driven board of locals that focuses on revitalizing parks and
improving the quality of life in the New Iberia community. The group raised an
impressive $210,000 from the community to install playground equipment to
enhance the existing city park. Donations were received from the community
including Bristow Group, the leading provider of helicopter services to the
worldwide offshore energy industry, that generously donated $80,000 and the
Junior Women’s Civic Club, Les Jeunes Amis, that contributed $25,000. The play
equipment was installed in November 2013 and a ribbon cutting ceremony was
held to commemorate the event.
Operation Progress
Operation Progress: Moving Iberia Forward is a community-wide initiative
that is facilitated by the Greater Iberia Chamber of Commerce. This initiative
is comprised of a diverse group of stakeholders who are taking responsibility
for improving neighborhood development, the education system, community
amenities, local infrastructure and many other projects. Iberia Parish Foundation
board members attended the planning meetings in the spring and helped create
the Operation Progress document. The Chamber invited local businesses and
members of the community to show their support by signing the document at a
Stakeholder Signing Ceremony on July 30, 2013. Four Iberia Parish Foundation
Board members signed the document and the foundation continues to be involved
in this strategic endeavor to enhance Iberia Parish.
Iberia Parish Foundation Awards Over $18,000
to the Acadiana Dragon Boat Festival
The Iberia Parish Foundation (IPF) awarded $18,625 to the Acadiana Dragon
Boat Festival on March 21, 2013. This grant was made to increase the
community’s awareness of the Festival and to attract tourists to New Iberia.
Iberia Parish Foundation Funds Hydroponic
Garden Co-Ops
Iberia Parish Foundation helped to fund three hydroponic garden co-ops in Iberia
Parish through the Fund for Gulf Communities which provides programs and
services to assist those adversely impacted by the Deepwater Horizon oil spill. The
project, marketed as “BestLife Iberia Certified Gardens” grows fresh, seasonal
produce, including heirloom tomatoes, varieties of lettuce and other greens, along
with other vegetables and herbs year-long by using twenty-first century farming
techniques that feature high-density, vertical hydroponic gardening systems. The
Iberia Development Foundation (IDF) administered the grant.
Please visit www.cfacadiana.org/Iberia for more information.
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St. Mary Parish Foundation Highlights
St. Mary Parish Foundation Awards $10,000 to Schools
The St. Mary Parish Foundation (SMPF) awarded a total of $10,000 to five schools
in St. Mary Parish in March of 2013 to promote music and arts culture in schools.
Meeting with the Mayors
Established in 2010, the St. Mary Parish
Foundation, an affiliate of Community Foundation
of Acadiana, enjoys local involvement by a local
volunteer Board of Directors that determine
philanthropic objectives for discretionary dollars
from its family of named discretionary Funds –
to benefit all things St. Mary Parish.
The St. Mary Parish Foundation’s philanthropic
focus is education and community enrichment
and development.
“The St. Mary Parish Foundation
appreciates being a partner in the
community and supporting projects and
organizations that enhance our quality of
life. We are thankful for the community’s
continued support and generosity which
enabled us to grant over $20,000 to
schools in St. Mary Parish.”
— Donna Tesi, M.D., St. Mary Parish Foundation Chair, 2013
St. Mary Parish Foundation invited mayors from St. Mary Parish to their
meeting on Thursday, September 12, 2013. In attendance were Mayor Frank
“Boo” Grizzaffi of Morgan City; Mayor Louis Ratcliff of Berwick; Mayor
Raymond Harris, Jr. of Franklin and Councilman John Rentrop from Patterson
on behalf of Mayor Rodney Grogan. Throughout the country, municipalities
and local government are forced to be more and more creative in meeting the
demands and expectations of their communities. Community Foundation of
Acadiana is committed to serving south Louisiana and its terrific communities
in new and innovative ways.
Jazzin’ on the River Gala
St. Mary Parish Foundation’s 2013 gala, Jazzin’ on the River, was held on
Sunday, October 20, 2013 at 6:30 p.m. at Nicobella’s on Front Street in Morgan
City. There was a silent auction with paintings from local artists and jewelry
from Mignon Faget. Tickets and other proceeds benefitted St. Mary Parish
Foundation’s philanthropic objectives.
St. Mary Parish Foundation Awards Nearly
$12,000 to Schools
St. Mary Parish Foundation awarded nearly $12,000 to nine schools in St. Mary
Parish in December of 2013 to purchase novels for every middle school student in
the parish. The following schools received an award: B. Edward Boudreaux Middle
School, Berwick Junior High School, Centerville High School, Franklin Junior High
School, Morgan City Junior High School, Patterson Junior High, Hanson Memorial
High School, Central Catholic High School and Holy Cross Elementary School.
With a greater emphasis on reading in schools, the school system notified the
Foundation of a need for additional novels for reading classes in middle schools.
The purpose of St. Mary Parish Foundation is to fund programs which broadly
impact St. Mary Parish and enhance the quality of life in the parish. St. Mary
Parish Foundation Board Chair Dr. Donna Tesi said, “These awards align with
our mission to help enhance the quality of life in St. Mary Parish. They will help
us to improve our schools, our children and ultimately, our community. We are
honored to have the community’s support through annual fundraisers to be able
to offer these awards.”
Please visit www.cfacadiana.org/StMary for more information.
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2013 Featured Funds
LEGACY
CFA | 2013 REPORT TO THE COMMUNITY | FEATURED FUNDS
The David R. Caillouet Memorial Fund
“When I was 6 and my younger sister
was 2, our father was killed in an accident
while working offshore. As an adult,
I have grown to appreciate the tremendous
sacrifices my parents made to send us
to Mount Carmel and Vermilion Catholic
schools in our hometown of Abbeville.
The David R. Caillouet Memorial Fund
will provide scholarships to students in need
of assistance attending Mount Carmel and
Vermilion Catholic. Further, the Fund will
benefit other worthy causes and entities.
All of this is done to memorialize and honor
my father; all to further his legacy.”
A
– Annie N. Caillouet
Doug and Claire Ashy, Sr.
Family Fund
“Lafayette is a great community.
We have been fortunate to
make a good living and raise our
children while being involved in
those things that matter to us.
Our Donor Advised Fund at CFA
provides a platform that affords
flexibility. We make regular
tax-deductible contributions and
we determine the timing and
purposes of our philanthropy.”
FLEXIBILITY
– Doug and Claire Ashy, Sr.
White Mountain Buffalo Fund
“An unusual taxable event provided an opportunity for me
to really enhance my charitable and philanthropic giving and
interests. CFA provided the ease and anonymity I was seeking.
My Fund’s assets are separately-managed via my long-time
trusted financial advisor. CFA is now part of my team of
advisors that will help professionally steward my philanthropic
interests – immediately and in perpetuity. I’m excited about
the possibilities.”
– Anonymous
ANONYMITY
The Apollo Theater / James Brown Project Fund
CREATIVITY
Y
CFA | 2013 REPORT TO THE COMMUNITY | FEATURED FUNDS
“The Apollo Theater is a national treasure that has made
a significant impact on the development of American
culture and its popularity around the world. Since
introducing the first Amateur Night contest in 1934,
the Apollo has played a major role in cultivating artists
and in the emergence of innovative musical genres.
The Theater’s new artistic vision builds on its legacy
with programming that has music as its core, driving
large scale and more intimate music, dance and theater
presentations. The Apollo Theater could not have
been more pleased with its partnership with Lafayette,
Louisiana to develop the James Brown: Get On The Good
Foot – A Celebration in Dance production prior to its
world premiere in October of 2013. We are grateful to
Jackie Lyle for her vision in making this connection as well
as Mayor-President Joey Durel who readily embraced this
collaboration. Community Foundation of Acadiana was
an essential and valuable local partner that served as the
vehicle to receive tax-deductible contributions to make
this public-private collaboration a reality.”
– Mikki Shepard, Executive Producer, The Apollo Theater
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CFA | 2013 REPORT TO THE COMMUNITY | FEATURED FUNDS
New Iberia City Park
Playground Enhancement Fund
“The New Iberia Parks and Recreation Department
and Parks and Recreation Commission strive to
provide quality recreation to citizens of all ages.
The volunteer members of the Commission sought
to enhance the playground in City Park for families
with young children. This ambitious project realized
immediate and broad credibility because of its
association with Iberia Parish Foundation, an
affiliate of Community Foundation of Acadiana.
The City of New Iberia gained a sound partner
in attracting private dollars to enhance a
significant jewel in the community”
– Mayor Hilda Curry, City of New Iberia and Angela
Cestia, Parks and Recreation Commission
PUBLIC-PRIVATE
PARTNERSHIP
Barbara M. Brown Memorial Scholarship
“Acadiana High School, University of Louisiana at Lafayette
and education were three very important things to Barbara.
Having taught at Acadiana High for 34 of her 37 years in
education, we were devastated at her death in 2012. Barbara
and I shared 37 years of marriage together, for which I am
eternally grateful. Because we met at then-USL, and because
education was so important to her, the most logical way to
honor her was via a scholarship Fund that would benefit a
student graduating from Acadiana High School that would
go to UL and major in education. CFA provided the perfect
platform to wed these objectives. Additionally, I have the
added benefit of retaining my trusted financial advisor to
manage the Fund’s assets. The first award was granted at
Senior Night in May of 2014; I look forward to continuing this
legacy to my wife through this scholarship Fund.”
SCHOLARSHIP
– Bruce Brown
E
TE
CFA | 2013 REPORT TO THE COMMUNITY | FEATURED FUNDS
MISSION
Mission Housing Ministries Fund
“Five years ago, we were invited to participate in a
mission trip to Comitancillo, Guatemala and were
connected with a 501 (c)(3) Florida-based charity,
Mission Housing Ministries. The trip changed our lives
and we developed friendships and relationships with
families and children there. The needs of the children
really had a profound impact on me. Despite their need
for basic necessities, they were filled with joy and love.
We established our Fund at Community Foundation of
Acadiana (CFA) to benefit the Mission Housing Ministries
organization to benefit families and children in Guatemala.
We held an event in December of 2013 to benefit the
fund and raised over $8,000. The proceeds will build tin
shed housing for single parent mothers and will provide
scholarships to about 50 children.
CFA has a due diligence process that brings validity to local
fundraising projects. That validity makes people more comfortable donating to a local foundation,
thereby increasing the comfort level and donations. CFA also made the process easier and helped
us achieve some amazing things in only a matter of weeks. “
– Erick and Ashley Knezek
EXPERT SERVICES
LAGCOE Education Fund
“Our partnership with Community Foundation
of Acadiana has enabled LAGCOE to expand
its scope to better serve the oil and gas
industry that has supported our communities
for decades and to assist in developing
and educating the future workforce of our
industry. We appreciate the support our CFA
partnership brings to the LAGCOE Education
Fund, the annual LAGCOE Sporting Clays
Tournament and the LAGCOE Future Energy
Professionals scholarship.”
– Angela Cring, Executive Director, LAGCOE
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2013 Fund Listing
Community Foundation of Acadiana offers a variety of funds to satisfy various and multiple charitable
objectives. Listed on the following pages are the current, active funds held at Community Foundation of
Acadiana as of December 31, 2013.
A fund can be established with any amount and gifts to the fund receive an immediate tax-deduction.
For more information about establishing a fund at CFA, please call 337.769.4840.
DONOR ADVISED FUNDS
A Gratitude Fund
A Tree For Andrew
Elaine Durbin Abell and
Edward C. Abell, Jr. Family Fund
The Abshire Family Fund
Acadiana’s Future Fund
Alldredge Family Fund
Anonymous Fund I
Anonymous Fund II
Claire and Doug Ashy, Sr. Fund
Carl and Mary Jane Bauer Family
Charitable Fund
Mary and Buster Beaullieu Fund
The Bell Fund
Dave & Deidra Bell Fund
Kim and Stuart Bishop Family Fund
Stanley and Susan Blackstone
Charitable Fund
Jane and Kenneth Blanchard
Family Fund
Ben Blanchard Memorial Fund
Bouchner Family Fund
Ambrose and Lucy Boudreaux
Reading Enhancement Fund
Gerald R. and Carlos Boudreaux
Family Fund
Kenneth Boudreaux Fund
Philip and Robyn Boudreaux
Charitable Fund
Daniel and Jeanine Bourque
Family Fund
Alan and Shelley Breaud Family Fund
Denise P. Breaux Memorial Fund
Paul & Lori Breaux Fund
Philip B. Breaux Philanthropy Fund
Bradley & Kathleen Broussard
Family Fund
Donald and Annette Broussard
Family Fund
Busbice Family Fund
Richie & April Byrom Fund
Callais Family Fund
Harold and Gloria Callais Family Fund
Larry and Kathy Callais Family Fund
Tina and Corey Callais
Family Foundation Fund
David R. Caillouet Memorial Fund
Carbo Family Fund
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2013
2012
2007
2008
2010
2006
2004
2006
2009
2010
2012
2012
2013
2012
2010
2010
2010
2013
2009
2012
2013
2012
2004
2011
2011
2013
2013
2005
2011
2012
2013
2013
2011
2011
2013
2012
2005
Max and Magan Causey Fund
2012
Sandi and Richard Chalmers Fund
2012
Cefalu Family Charitable Fund
2010
Kris and Heather Cox Family Fund
2011
Cullen Renovare Fund
2012
Anne Dale - Jeweler for a Cause
2008
DeHart Family Fund
2009
Bill Dore’ Family Fund
2009
Kay Legendre Dore’ Fund
2008
2012
R. Dugas Family Fund
Fund in Memory of
Blaine Thomas Duhon
2010
The Dupre Family Fund
2002
Bobby P. Dupre Charitable Fund
2007
John Alexander & William Raburn Dupre
Memorial Fund
2003
Marie and Reggie Dupre Fund
2011
Renee and Buzz Durio Fund
2012
Rob and Toni Eddy Family Fund
2010
Wayne and Connie Elmore Fund
2013
Esmerelda Fund2006
James B. Falterman, Sr.
2010
Memorial Fund
The Fenstermaker Fund
2010
Fournerat Family Fund
2012
Fox - Pharr Family Fund
2007
Frankie Fund2006
Bryan and Alicia Francis Fund
2010
Mike and Sheila Francis
Charitable Fund 2010
Leonard and Michelle Franques
Family Fund
2006
John and Lynette Fraser Fund
2010
Friends of David T. Calhoun Fund
2010
Chris Gambel Family Fund
2008
Carol B. and Lazar J. Gielen
Family Charitable Giving Fund
2009
James and Glenda Glasgow
Family Fund
2011
Frank and Agnes Godchaux Fund
2013
Leslie K. Godchaux Fund
2013
Gregory Family Fund
2010
Lori and Eric Guidry Family Fund
2011
Marshall and Susan Guidry
Family Fund
2010
Brenda and Gregory Hamer
Family Charitable Fund
2010
Phil Haney Community Fund
2008
Mark Hanna Charitable Fund
2008
Alan and Donna Hebert
Charitable Fund
2012
Cherie J. Hebert Charitable Fund
2011
Raymond and Allyson Hebert
Family Fund
2007
Michael and Shirley Hector
Family Fund
2012
Max and Dianne Hoyt Family Fund
2003
In His Service Fund
2011
2013
JPB Family Fund
Adam & Tricia Johnson Family Fund 2012
Jubilee Fund2010
Brudley Kibodeaux Memorial Fund 2009
Nancy Leigh Delahoussaye Kibodeaux
Memorial Fund
2009
Alicia and Tommy Kreamer Fund
2011
Labbe’ Family Fund
2012
Travis Lasseigne Family Fund
2013
Les and Tyra Landry Fund
2012
Matt LeBlanc Family Fund
2013
Caroline Lemoine Charity Fund
2011
Leonard and Christine Lemoine
2008
Family Fund
Ryan Lemoine Charity Fund
2011
Alfred S. and Gail P. Lippman
Family Fund
2010
The Marcie Little Fund
2009
Tim and Terri Long Family Fund
2011
The Lopez Family Fund
2013
The Jewell Parkerson Lowe
Foundation Fund
2007
Manuel Family Fund
2005
Michael Maraist Family Fund
2013
The Master’s Fund 2001
Margaret and Lee Matherne
Family Fund
2005
McDaniel / Chappuis Fund
2006
The McElligott Family Fund
2013
Wayne and Sandy Melancon Fund
2009
Benny and Yvonne Menard
Family Fund
2010
Robin Menard Fund
2013
Louis and Pat Michot Family Fund
2004
Mike and Monique Michot
Family Fund
2010
R.E. Bob Miller Fund
2013
Kevin Moody Family Charitable Fund 2009
Joel J. Moreau Memorial Fund
2007
Jennifer and Trey Morice Fund
2013
Joseph Willis and
Mary Grace Morrison Fund
Mosing Family Fund
Larrey G. Mouton Family Fund Kam and Mazie Movassaghi
Family Fund
Mullen Family Fund
Keith and Ginger Myers Family Fund
New Life Fund
Steve and Lisa Orlando Family Fund
Ortego Family Fund
The PWC Fund
Alice and William Pecoraro
Family Fund
Candyce and Hunter Perret
Family Fund
Picard Family Charitable Fund
Pilots for Patients Fund
Ronald and Georgette Prejean Fund
Prince Family Fund
Pucheu Family Fund
Pugh Family Fund
Bill Quinlan Family Fund
Rees - Lanoux Family Fund
Richard C. Rees Memorial Fund
Michael and Cheryl Robicheaux
Family Fund
The Rodriguez Family Fund
Ricky and Lynn Romaire Family Fund
Rongey Family Fund
Melissa and Donald P. Ross III Fund
SRC Memorial Fund
Joe and Gina Sanford
Family Foundation Fund
Scott Family Louisiana Fund
E. Stewart Shea III and
Becky G. Shea Fund
Jerry and Beverly Shea Family Fund
Slavich Family Fund
Eddie and Gerry Soileau Family Fund
Randy and Nancy Songy Family Fund
The Stuller Family Foundation
Giving Fund
Jay and Laurie Suire
Charitable Giving Fund
Stephen and Cherise Swander
Family Fund
Dr. Donna Tesi Community Fund
Craig and Janine Thomson Family Fund
Danna G. Toce Memorial Fund
E. Warner Veillon Family Fund
Amy Breaux Vidrine Fund
Warner Family Fund
Donald and Yvonne Washington
Family Fund
David H. Welch Fund
The Whaley Fund
White Family Fund
White Mountain Buffalo Fund
Wilkinson Family Fund
Joey Young Memorial
Endowment Fund
2008
2010
2008
2010
2009
2013
2010
2010
2011
2013
2010
2010
2007
2013
2011
2003
2004
2003
2009
2013
2013
2010
2005
2011
2012
2007
2012
2008
2012
2009
2009
2011
2008
2009
2006
2010
2011
2010
2010
2008
2005
2013
2005
2011
2010
2013
2004
2013
2010
2010
2009
Zaunbrecher Family Fund
The Thomas J. and
Rosemary G. Zaunbrecher
Family Fund
2006
Jim and Rosemary Zehnder Fund
2005
Todd and Jennifer Zehnder
Family Fund
2009
Richard and Elaine Zuschlag
Family Fund
2013
CORPORATE ADVISED FUNDS
Acadian Ambulance
Community Donations Fund
2005
America’s Pizza Company Fund
2013
Bayou Companies Fund
2013
Bizzuka Sharing Fund
2011
Broussard & David, LLC Fund
2013
Chevron Fund2012
Completion Specialists
Charitable Fund
2008
Cox Communications Fund
2012
Dauterive Hospital Fund
2012
Dynamic Industries, Inc. Fund 2004
Ernest P. Breaux Electrical Fund
2012
FDF Charitable Fund
2010
The Fenstermaker Giving Fund
2013
Fleur de Lis Fund
2010
Green Square Capital, LLC
Charitable Fund
2010
Halimar Shipyard Fund
2013
Heart of Hospice Fund
2011
Huval & Associates, Inc. / C.E.C., Inc. 2013
JPMorgan Chase Bank N.A. Fund
2007
LHC Group Charitable Fund
2013
Lafayette Association of Petroleum
Landmen Endowment Fund
2009
Lemoine Company, L.L.C. Fund
2004
Manuel Builders Fund
2005
Merrill Lynch - Lafayette Employee
Philanthropic Fund
2008
MidSouth Bank Fund
2012
The Moody Company Fund
2013
Postlethwaite & Netterville Fund
2012
Rader Solutions Charity Fund
2013
REALTOR Association
of Acadiana Fund
2005
Regional Medical Center of Acadiana 2012
Republic Services Community Fund 2013
Schumacher Group Fund
2012
Sunland Construction Fund
2012
Teche Federal Bank Giving Fund
2013
Upper Lafayette Fund
2012
Van Eaton & Romero Community Fund 2004
Whitney Bank Fund
2012
Women’s and Children’s
Hospital Fund
2003
ORGANIZATION & DESIGNATED FUNDS Academy of Applied and
Visual Arts Fund
2011
Acadian Memorial Foundation
Endowment Fund
2005
Acadiana Legal Services Corporation 2006
Acadiana Symphony Orchestra’s
Do-ReME for Acadia Parish
2013
The Apollo Theater / James Brown
Project Fund
2013
Ascension Episcopal School
Endowment Fund
2007
BP Louisiana Tourism Recovery Fund 2011
Bridge Ministry of Acadiana
Endowment Fund
2005
Bridge Ministry Capital Campaign
Matching Fund2013
CASA (Court Appointed Special Advocates)
Fund
2005
Cecil J. Picard Center for Child
Development Endowment Fund
2007
Cecil J. Picard Center for Child
Development Design Team Fund2007
Cecil Picard Elementary School
at Maurice Endowment Fund
2007
Curator’s Circle Fund
2004
Danielle Wright Search Fund
2013
Epiphany Day School
Endowment Fund
2008
Faith House Endowment Fund
2009
Family Missions Company Fund
2004
Fr. Glenn Meaux’s Haiti Mission Fund 2011
Forever Unconfined Fund
2012
The Liberian Project
2012
Operation MP-61 Fund
(Forever Unconfined) 2012
Franklin Foundation Fund
2012
Grace Mouton Memorial Fund
2013
Healing House;
Hope for Grieving Children Fund 2007
Hearts of Hope Endowment Fund
2003
Helping Hands for the Holidays Fund 2009
Holy Rosary Institute Alumni and
Friends Association, Inc. Fund
2004
Lafayette Central Park, Inc. 2013
Horse Farm Fund2009
Iberia Humane Society, Inc. Fund
2006
Iberia Humane Society Golden Fund2010
Junior League of Lafayette
Endowment Fund
2003
La Fondation Louisiane Fund
2009
Lafayette Ballet Theatre
Endowment Fund
2006
Gruver Legacy Fund 2006
Charles and Fay Richard Family Fund2007
Lafayette Ballet Theatre Capital Campaign Fund
2013
Lafayette Community Health Care Clinic
Endowment Fund
2004
Lafayette Parish Fund for
Academic Excellence
2012
Lafayette High School
(Capital One)2013
Lafayette General Foundation
Cancer Center of Acadiana Fund,
a mission of Lafayette General
Medical Center2013
15
Courtyard Project Fund
2013
General Fund2013
Grateful Patient Fund
2013
Lafayette Parish Master Gardeners
Association, Inc. Fund
2013
The Live Ride Learn Fund
2013
Louisiana Folk Roots, Inc. Endowment 2009
Louisiana Parks Foundation - LOOP 2012
Audubon State Historic Site2013
Chemin-a-Haut State Park
2012
Fontainebleau State Park Fund2012
Fort St. Jean Baptiste Historic Site2012
Forts Randolph & Buhlow State
Historic Site2013
Hodges Gardens State Park2013
Lake D’Arbonne State Park Fund2012
Lake Fausse Pointe State Park Fund2013
Longfellow-Evangeline State
Historic Site2013
Mansfield Historic Site
2012
Marksville State Historic Site2012
Palmetto Island State Park Fund2010
Port Hudson State Historic Site2013
Rebel State Historic Site
2013
Rosedown Plantation Historic Site2012
Sam Houston Jones State Park
Disc Golf Fund2012
South Toledo Bend State Park2013
Lourdes Foundation, Inc. Fund
2006
Magnolia Lafayette Fund for the benefit
of De la Salle Christian Brothers
2012
Math, Arts & Science Technology
Academy at N.P. Moss School
Endowed Fund
2005
Miles Perret Cancer Services
Endowment Fund
2001
Robert E. Trahan - ULL Internship2007
Rodney and Cindi Savoy Fund2007
Mission Housing Ministries Fund
2013
Nurturing Families of Louisiana Fund
(a Prevent Child Abuse LA Program
at The Extra Mile)
2008
O’Bryan Akeem Parker
Scholarship Fund
2011
Paul and Lulu Hilliard
University Art Museum Fund
2007
Fund for the benefit of
University Art Museum
2011
Gail Romero for the benefit of
Academy of the Sacred Heart Fund 2005
Sam Guarino Blacksmith Shop
Museum Fund
2010
Carl J. and Glenda W. Streva Fund
for the M.D. Anderson Cancer Center 2008
Carl J. and Glenda W. Streva Fund
for Sacred Heart Catholic Church,
Morgan City
2007
William O. Stutes and Marie Alleman Stutes
Fund for the benefit of the Lafayette
Association for Retarded Citizens 2005
Transportation Recreation Alternatives
in Louisiana (T.R.A.I.L.S.)
2008
16
Robert and Coni Trahan Fund for the
benefit of United Way of Acadiana 2008
Village d’Art et Eco Parc Fund
2013
Westminster Christian Academy
Endowment Fund
2010
Addison and Betty Wilkinson
Family Fund for the benefit of
Children’s Museum of Acadiana
2006
SCHOLARSHIP FUNDS
Angels for Education Scholarship Fund 2011
Michael and Cheryl Robicheaux Fund
for St. Bernard Catholic School,
Breaux Bridge2011
B & G Foods Scholarship Fund
2010
Barbara M. Brown Memorial Scholarship2013
The Dr. Kathleen Domingue Lopez
Women in Math Scholarship Fund 2013
Dr. Wilton and Juanita Bergeron Family
Seminary Scholarship Fund
2004
Gordon and Margarette Dore’
Scholarship Fund
2007
Eloise Voorhies Gary
Memorial Award Fund
2005
Home Bank Scholarship Fund
2007
Lafayette Parish Medical Society
Alliance Medical Scholarship Fund 2013
Louisiana Association of
General Contractors Lafayette District Scholarship Fund 2013
Mamou Rotary Club Scholarship Fund 2012
Anne Rapp New Iberia Senior High
Endowment Fund
2010
Jack Shirley Memorial
Scholarship Fund
2004
The St. Martin Land Company
Scholarship Fund
2006
FIELD OF INTEREST FUNDS
Acadian Home Builders Association
Community Housing Fund 2006
Acadian Home Builders
Association Fund
2010
Acadiana Culinary Fund
2010
Acadiana Greenspace Legacy Fund 2007
Acadiana’s First Responder Fund
2013
The Arsene Fund
2012
Chenier Plain Coastal Protection
and Restoration Fund
2013
Cortland Fund for Children 2010
de la Salle Christian Brothers
Magnolia Property Fund
2011
Disaster Response Funds Acadian Ambulance Employee
Disaster Relief Fund I
2005
Acadian Ambulance Employee
Disaster Relief Fund II
2008
Acadiana Disaster Response Fund2006
Bush-Clinton Coastal
Recovery Fund I2005
Bush-Clinton Coastal
Recovery Fund II2008
Fund for Gulf Communities
(Rockefeller Philanthropy Advisors)2011
Gulf Aid Acadiana Fund 2010
Iberia Parish Oil Spill Relief Fund 2010
Louisiana Family
Humanitarian Fund I 2005
Louisiana Family
Humanitarian Fund II 2008
Louisiana Family
Humanitarian Fund III
2012
REALTOR Association
Disaster Relief Fund 2009
St. Martin Parish Disaster
Relief Fund2007
Teche Federal Bank Employee
Disaster Relief Fund 2008
Russell Joseph Duet Veterans of War
Memorial Fund
2011
Durel Community Enhancement Fund 2012
Elemore Morgan, Jr.
Visual Arts Endowment
2006
Find Keiosha Felix Now Fund
2012
Fund for the Arts
2004
Fund for the Poor of Acadiana
2007
Jackie and Dan Bouligny Fund2006
Health eConnect Collaborative Fund 2010
I-49 South Coalition Fund
2013
JPMorgan Chase Foundation Fund 2013
John R. Dupré, Sr. Fund
2012
LAGCOE Education Fund
2012
Mickey Shunick Memorial Fund
2012
Northeast Gateway Coterie
2013
Parents Empowered
2013
PlanLafayette2013
Richard Guidry Cajun and
Creole Language Fund
2009
Sanctity of Life Fund 2010
Tigers Boys Fund
2011
Tim Butcher Memorial Fund
2010
Women’s & Children’s Foundation Fund2013
FISCAL SPONSORSHIPS /
SPECIAL PROJECTS
Acadiana Dragon Boat Festival, ON TAP2012
Atakapas-Ishak Trail Fund,
Lafayette Consolidated Government2011
Battle of New Orleans Bicentennial,
Louisiana Historical Legacy, LLC2012
Built to Serve Fund,
The Lemoine Company, L.L.C.2011
Candy Cane Lane Fund,
Children’s Museum of Acadiana2012
Denise P. Breaux Memorial Redfish Derby,
Denise P. Breaux Memorial, LLC2011
The GAME Fund,
The GAME Performance
& Rehabilitation Institute
2011
Iberia Parish Tourism Community
Development Fund,
Iberia Parish Tourism 2011
LAGCOE Sporting Clays Shoot Fund,
LAGCOE2013
The Horse Farm
Lafayette Farmers & Artisans Market
at the Horse Farm, LCG
2013
Moonlight on the Meadow, LCG2012
LAgniappe Fund,
ULL Center for Gifted Education2010
Louisiana Bicentennial 2012,
Louisiana Historical Legacy, LLC2011
Louisiana Music Bicentennial Extravaganza,
Office of Lieutenant Governor2012
Man to Man Catholic Conference Fund,
Man to Man Catholic Conferences, Inc.2010
Merrill Lynch - Running of the Bulls
Charity Race Fund, Merrill Lynch2011
New Iberia City Park Playground
Enhancement Project,
City of New Iberia 2012
NUNU’S Arts and Culture CollectiveSemaine Francaise, NUNU’S2013
Paint the Bridge - Breaux Bridge,
Breaux Bridge Chamber of Commerce2013
Patrick Williamson Memorial Sporting
Clay Shoot-out, Patrick Williamson
Memorial Foundation
2012
Stir the Pot,
Vermilion Parish Tourist Commission2011
Tour du Teche, T.E.C.H.E. Project, Inc.2011
Victory Center, Victory Addiction
& Recovery Center2013
DISCRETIONARY FUNDS
Acadiana Forever Fund
2005
David T. and Anne S. Calhoun Fund 2005
CFA’s Permanent Support Fund
2005
LEGACY FUNDS
Brown Family Fund
2011
Martha B. Brown Endowment Fund
for Episcopal School of Acadiana 2004
Charles and Lawana Carlin Fund
2012
Hays Family Fund 2008
Flora Levy Sunday School
at Temple Shalom Fund
2012
Flora Levy Lecture Fund
2012
Mhire Endowed Visual Arts
Scholarship Fund
2007
The Rock BreauxZ Endowment Fund 2011
GEOGRAPHIC AFFILIATES
IBERIA PARISH FOUNDATION
ENDOWMENT FUNDS
Edward Jones Financial Group Fund
IBERIABANK Community Fund
Governor Kathleen Babineaux Blanco
Community Fund
Dr. Michael and Tommye Halphen Fund
Krewe of Andalusia Community Fund Peter Landry Memorial Fund
Shea Family Fund
William Doré Family Fund
2007
2007
2009
2008
2007
2011
2010
2007
2007
OTHER IBERIA PARISH FUNDS
Acadiana Dragon Boat Festival, ON TAP2012
Ambrose and Lucy Boudreaux
Reading Enhancement Fund
2009
Amy Breaux Vidrine Fund
2013
Anne Rapp New Iberia
Senior High Endowment Fund
2010
The Bayou Companies Fund
2013
Benny and Yvonne Menard
Family Fund
2010
Bill Quinlan Family Fund
2009
Brudley Kibodeaux Memorial Fund 2009
Cortland Fund for Children 2010
Denise P. Breaux Memorial Fund
2011
E. Stewart Shea III and
Becky G. Shea Fund
2009
Epiphany Day School
Endowment Fund
2008
Ernest P. Breaux Electrical Fund
2012
Grace Mouton Memorial
2013
Iberia Humane Society, Inc. Fund
2006
Iberia Humane Society Golden Fund2010
Iberia Parish Tourism Community
Development Fund,
Iberia Parish Tourism 2011
James B. Falterman, Sr. Memorial Fund 2010
Jerry and Beverly Shea Family Fund 2009
John and Lynette Fraser Fund
2010
Lake Fausse Pointe State Park Fund 2013
Mary and Buster Beaullieu Fund
2012
Michael and Shirley Hector Family Fund 2012
Mullen Family Fund
2009
Nancy Leigh Delahoussaye Kibodeaux
Memorial Fund
2009
New Iberia City Park Playground
Enhancement Project, City of New Iberia2012
Phil Haney Community Fund
2008
Philip B. Breaux Philanthropy Fund 2013
Richie & April Byrom Fund
2013
Robin Menard Fund
2013
Teche Federal Bank Employee
Disaster Relief Fund
2008
ST. MARY PARISH FOUNDATION
2010
ENDOWMENT FUNDS
Marshall Guidry Family Fund
2008
Hamer Family Fund
2010
Lippman Family Fund
2009
The Little Family Fund
2009
Patrick and Elizabeth Little Fund
2009
Pecoraro Family Fund
2010
Sanford Family Fund
2010
Thomson Family Fund
2010
In His Service Fund
Alfred S. and Gail P. Lippman Family Fund
The Marcie Little Fund
Alice and William Pecoraro Family Fund
Ricky and Lynn Romaire Family Fund
Joe and Gina Sanford Family
Foundation Fund
Carl J. and Glenda W. Streva Fund
for Sacred Heart Catholic Church,
Morgan City
Carl J. and Glenda W. Streva Fund for
the M.D. Anderson Cancer Center
Dr. Donna Tesi Community Fund
Craig and Janine Thomson Family Fund
Larry and Kathy Callais Family Fund
R.E. Bob Miller Fund
Halimar Shipyard Fund
Jennifer and Trey Morice Fund
SUPPORTING FOUNDATIONS
Louisiana Parks Foundation
Louisiana Real Estate Foundation
2011
2010
2009
2010
2011
2008
2007
2008
2010
2010
2011
2013
2013
2013
2010
2005
OTHER ST. MARY PARISH FOUNDATION FUNDS
B & G Foods Scholarship Fund
2010
Franklin Foundation Fund
2012
Carl and Mary Jane Bauer Family
Charitable Fund
2010
Marshall and Susan Guidry Family Fund 2010
Brenda and Gregory Hamer Family
Charitable Fund
2010
17
Foundation Ambassadors
In addition to its stewardship of donors’ charitable resources, CFA is a community leader, convener and honest
broker. CFA Ambassadors support the Foundation and its civic leadership work annually. Ambassadors make
annual commitments to the Foundation and realize a real return on their philanthropic investment. For more
information about CFA’s Ambassadors, please visit www.cfacadiana.org/Ambassadors.
PLATINUM - $25,000
Acadian Companies
Superior Energy Services
GOLD - $10,000
America’s Pizza Company
C.H. Fenstermaker &
Associates, Inc.
D.W. Elmore Family, LC
Doré Family Foundation
Ernest P. Breaux Electrical, Inc.
FACE Magazine
Lafayette General
Medical Center
The Lemoine Company, L.L.C.
Mr. and Mrs. Alfred S. Lippman
MidSouth Bank
The Moody Company
Foundation
Rader Solutions Limited
Regional Health System
of Acadiana
(Regional Medical Center of
Acadiana & Women’s
and Children’s Hospital)
Sunland Construction, Inc.
Whitney National Bank
GOLD - $5,000
The Bayou Companies, LLC /
Aegion Corporation
Alan and Shelley Breaud
Broussard & David, LLC
Channel One Digital
Chevron
Cox Communications
18
Dynamic Industries, Inc.
FraCo, LLC
Greenscape Grounds Management
Halimar Shipyard, LLC
Human Dynamics, Inc.
LHC Group, Inc.
Lee Michael’s Fine Jewelry
Mildred “Mimi” McElligott
Mr. R. E. “Bob” Miller
Jennifer and Trey Morice
The Perret Group, L.L.C.
Pilots for Patients
Postlethwaite & Netterville, APAC
Mike and Cheryl Robicheaux
Raising Cane’s Chicken Fingers
The Rongey Family Fund
Rodney and Cindi Savoy
Stewart and Becky Shea
Spherion Staffing Services
Stuller Family Foundation
Taco Bell /
Brenda and Greg Hamer
Teche Federal Bank
Westminster Christian Academy
SILVER - $2,500
Allen & Gooch
Anonymous
AT&T
Badger Oil Corporation
Joe and Julie Bouligny
Capital One Bank
Darnall, Sikes, Gardes
& Frederick
Delcambre Communications
Jim and Charlotte Doyle
Dugas Family Foundation
L. J. and Chee Chee Gielen
Haynie Family Foundation
Huval & Associates, Inc. /
C.E.C., Inc.
IBERIABANK
Jones Walker
Mr. and Mrs. Eugene M. Sellers, Sr.
Beverly G. and Jerry E. Shea, Jr.
Larry and Janice Sikes
St. Martin Bank & Trust Company
Systems Services
Broadband, Inc.
Thomson Smith & Leach
Insurance Group
SILVER - $1,000
Elaine D. and Edward C. Abell
Larry Sides and Kathy Ashworth
Atmos Energy Corporation
Bizzuka, Inc.
Caroline Boudreaux
Tim Boudreaux
Martha B. Brown
Sandi and Richard W. Chalmers
Community First Bank
Doug Ashy Building Materials
Toni and Robert Eddy, Jr.
Forum Energy Technologies
Franklin Foundation Hospital
Lynette Fraser
Frank and Agnes Godchaux
Alan and Donna Hebert
J.B. Mouton, Inc.
Kolder, Champagne, Slaven
& Company, LLC
NeunerPate
Travis Lasseigne Family Fund
George and Martha Latiolais,
Latiolais & Associates
Kenneth and Faye LeBlanc
Lippman & Mahfouz, LLC
Martin & Castille
Funeral Homes, Inc.
Monique and Mike Michot
Kevin and Tracy Moody
Drs. Kam and Mazie Movassaghi
Frank and Tracy Neuner
Onebane Law Firm
Dave and Mary Romagosa
Stone Energy Corporation
Superior Derrick Services, LLC
Thibodaux Hebert
Deshotels Leblanc, LLC
Tim’s Air Conditioning
& Refrigeration, Inc.
Tri-Parish Bank
Van Eaton & Romero, Inc.
BRONZE - $500
Anonymous
Barry and Becky Berthelot
Boudreaux Henderson
& Company, LLP
Judi Brents
Neal and Donna Burke,
The Burke Group, Inc.
Mike and Lydia DeHart
Edge Communications
Richard Griffith
Doug Manship, Jr.
Wayne F. and Sandy M. Melancon
George and Jeanette Parker
Alice and William Pecoraro
Regions Bank
The Schumacher Group
Jerry and Harriet Shea, Sr.
Donna J. Tesi, M.D.
Jim and Claire Thom
Dr. and Mrs. John Tolson III
Janet Morein Wood
BRONZE - $100
A Gratitude Fund
Acadian Memorial Foundation, Inc.
Dr. G. Jerome and
Mrs. Linda F. Alesi
Susan Fly Allardyce
American Bank & Trust Co.
Pat and Terri Attaway
Odon L. Bacque, Jr., CLU
Harry and Estelle Barton
Dave and Deidra Bell
David C. Bordes
Dan and Jackie Bouligny
Mr. Byron Breaux
Carl J. Breaux, D.D.S., APC
Paul and Lori Breaux
Donald and Annette Broussard
Eric and Julie Buller
Clarice and Beau Burch
Gerald W. Butaud
Dan and Kathy Chassee
Patricia F. and John E. Coleman
Erica Crenshaw
F. Jay Culotta, Jr., M.D.
Denise and Glynn Delahoussaye
Jason and Allison El Koubi
Mr. T.J. Fontenot
Deanna and Ernest Freyou
Karen Gambel
Gene Fortier State Farm Agency
Harvey and Loretta Gonsoulin
Mrs. Martha Green
Thomas and Karren Hays
Raymond and Allyson Hebert
Michael D. Hector
Mr. and Mrs. Thomas R. Hightower, Jr.
Mike and Seci Hollier
Max and Dianne Hoyt
Dr. and Mrs. Henry J. Kaufman, IV
Alicia S. and Thomas L. Kreamer, Jr.
William and Carlee Alm LaBar
Lafayette Parish Medical Society
Alliance Medical Scholarship Fund
Julie LaFleur
Linwood J. Broussard,
New York Life Insurance
Greg and Jean Marcantel
Benny and Yvonne Menard
Robin Menard
Bruce and Stacy Montesano
J. Neil Morein
Keith and Ginger Myers
Andrea and James L. Pate
Angelle and Philip Perret
Tyron and Elizabeth Picard
George and Sylvia Putnam
Mr. and Mrs. Duayne Richard
George and Nancy Richard
Mr. Rory Richard
Louis R. Rolfes, II
The Honorable Anne L. Simon
Ruby Tuesday, Inc.
Louis and Susan Simon
Ray and Nancy Trahan
The Whaley Fund
Russell and Mary Zaunbrecher
300%
INCREASE
in the number
of separatelyinvested
accounts via
CFA’s Financial
Advisor Program
2013 Foundation Financials
FOUNDATION ASSETS, GIFTS & GRANTS
Since its inception in 2000, Community Foundation of Acadiana has
received cumulative gifts of over $128 million and has made cumulative
grants to the community of over $67 million. The table and line graph to
the right illustrate this dynamic growth.
FOUNDATION ASSETS
(as of Dec. 31, 2013)
CFA’s assets as of December 31, 2013 were $66.9 million. Donor and
Corporate Advised Funds make up the majority of this asset base.
2013 GRANTS BY SUPPORT AREA
The Foundation’s grant-making is largely donor-directed to the causes
they care about such as Education, Health and Human Services, Religious
Support and Community Development Initiatives.
INVESTING YOUR GENEROUS RESOURCES
CFA is focused on long-term growth of investable charitable assets and
provides various investment strategies to help donors achieve their charitable
objectives. The range of investment options includes Balanced Growth,
Catholic Values, Aggressive Mix, Moderate Aggressive Mix, Conservative
Aggressive Mix, Money Market and any customized allocation a donor
chooses. Donors can even opt for a separately-invested account and to
retain their investment professionals via our Financial Advisor Program.
FINANCIAL STEWARDSHIP OF ASSETS
Community Foundation of Acadiana is committed to having a group
of trusted professional volunteers, respected in their fields, monitor
investment management decisions and performance. For more information
about the investment policies and options of the Foundation, contact the
Community Foundation of Acadiana office at 337.769.4840.
Custodian of Funds:
Prairie Capital Management, LLC (www.prairiecapital.com)
Business Processes & Information Management:
Stellar Technology Solutions, LLC. (www.stellartechsol.com)
Tax Preparer and Auditor:
Broussard, Poche, Lewis and Breaux, L.L.P. (www.bplb.com)
These financials are unaudited. For a copy of the audited financial
statements or a 990 tax return please contact us at 337-769-4840.
20
17% INCREASE
IN TOTAL ASSETS
FROM 2012 TO 2013
2013 OPERATING
COSTS RATIO IS
1.18% OF
TOTAL ASSETS
21
2014 CFA Board of Directors
Governance
Kevin Moody* - The Moody Company, Chair
Alfred S. Lippman* – Lippman & Mahfouz, L.L.C., Vice-Chair
L.J. Gielen* - Gielen Enterprises Incorporated, Secretary / Treasurer
Robert “Rob” Eddy, Jr.* - The Pinnacle Group
Kam Movassaghi, PhD, PE* – C.H. Fenstermaker & Associates
E. Larry Sikes* - Darnall, Sikes, Gardes & Frederick
Donald W. Washington* - Jones Walker
Raymond J. Hébert* – CFA, President & CEO
Jeanne Billeaud – Certified Public Accountant
Donald A. Capretz – A Professional Law Corporation
Wayne Elmore – Mello Joy
Percy Lee Lawrence – PL3 Associates, LLC
Alice G. Pecoraro, PhD - VP of Academic Affairs, Emeritus,
Nicholls State University
Hank Perret - Perret Doise L.L.C.
Camille Bienvenu Poché – Babineaux, Poché, Anthony & Slavich, L.L.C.
Jerry Prejean - IBERIABANK
Duayne F. Richard - Whitney Bank
Michael R. Robicheaux – Stabiltec Downhole Tools
Gene Sellers, Sr. – Sellers & Associates
J. Eddie Soileau - Sunland Construction, Inc.
*Executive Committee Member
CFA Board of Directors Emeriti
Elaine D. Abell*
Kathy Ashworth*
Odon L. Bacque, Jr.*
Mary Jane Bauer
Barry Berthelot*
Caroline C. Boudreaux, CPA, CFE, CFF
Gerald Boudreaux*
E.P. “Topper” Breaux
David T. Calhoun
Paula Phillips Carson
Clive “Rusty” Cloutier
Mike DeHart
Roland Dugas*
Ernest Freyou
W.J. “Tony” Gordon III
Jane S. Guidry
Mike Hamner*
Mike Hollier*
Leonard K. Lemoine
Gregory N. Marcantel
Sandy Melancon
Mike Michot*
Frank X. Neuner, Jr.*
Raymond H. Pellerin
Jim Prince*
Rae Robinson*
Gail Romero*
William W. Rucks, IV
E. Stewart Shea, III
Dennis Stine
Robert E. Trahan*†
E. Warner Veillon
Janet Wood
* Charter Director
† Deceased
22
4,000%
INCREASE
in the assets
managed in
separatelyinvested
accounts via
CFA’s Financial
Advisor Program
Iberia Parish Foundation
Board of Directors
Beau Beaullieu – CoSource Financial Group, LLC, Chair
Beverly G. Shea – Civic Leader, Vice-Chair
Linda V. Dautreuil – Episcopal School of Acadiana,
Secretary / Treasurer
Michael G. Wattigny – Custom Automated Controls, Inc.,
Immediate Past Chair
Sid DeRouen – Retired & Beef Cattle Producer of Grass–Fed Beef
Lynette R. Fraser – Civic Leader
Ashlee Comeaux Gary – The Bayou Companies, LLC
Preston J. Guillotte –Guillotte Realty Investments, L.L.C.
Elizabeth T. Little – Bayou Bindery Hand Bookbinding
Zack P. Mitchell Sr. – YABTBAB Outreach Ministries
Greg Mullen – Acadian Companies
John Jeffrey Simon – Simon & Simon
Phanat Xanamane – Envision da BERRY
IPF Board of Directors Emeriti
E.P. “Topper” Breaux
Harvey Gonsoulin
Dr. Michael Halphen
Johnny Indest
Benny Menard
E. Stewart Shea, III
St. Mary Parish Foundation
Board of Directors
Donna Tesi, M.D. – Franklin Foundation Hospital, Chair
Gregory J. Hamer, Sr. – B&G Food Enterprises, LLC (Taco Bell),
Vice-Chair
Larry J. Callais – M C Bank, Secretary / Treasurer
Kathleen L. Bailey – Community Volunteer
Alita Boudreaux – Lafayette Electrical & Marine Supply, LLC
Frank S. Guarisco – Frank’s Agency, Inc.
Marshall W. Guidry – Kolder, Champagne,
Slaven & Company, LLC
Alfred S. Lippman – Lippman & Mahfouz, L.L.C., Ex-Officio
Patrick Little – Teche Federal Bank
Karen S. Melancon – Tiger Island Medical Clinic
Alice G. Pecoraro, PhD – - VP of Academic Affairs, Emeritus,
Nicholls State University, Ex-Officio
Craig Thomson – Thomson Smith & Leach Insurance Group
2014 Finance Committee
E. Larry Sikes, Chair
Jeanne Billeaud
Byron Breaux
Sandi Chalmers
Bill Charbonnet
Clive “Rusty” Cloutier
Patrick Little
Michael Topham
Jerry Vascocu
Todd Zehnder
2014 Investment Committee
Robert “Rob” Eddy, Jr., Chair
Jerry Prejean
Scott Hollier
David Strother
Lawrence Svendson
Blaise Zuschlag
2014 Public Relations Sub-Committee
Alice Pecoraro, Chair
Marie Desormeaux Centanni
Jane Guidry
Brie Shea Hodges
Chris Rader
Carrie Templeton
2014 Acadiana Mega Raffle Sub-Committee
Kevin Moody, Chair
Wayne Elmore
John R. “Bernie” Dupre
Greg Elmore
Cherie Hebert
Katherine Moody McCormick
William W. Rucks, IV
DONORS &
GRANTEES
SMPF Board of Directors Emeriti
Dan Conrad
Rebecca Conrad
Jennifer Morice
Joe Sanford, Jr.
Approximately 1,600 grantees
2014 Audit Committee
L.J. Gielen, Chair
Duayne F. Richard
Larry J. Callais
Paul Patout
Approximately 7,400 donors
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In Conclusion
Community Foundation of Acadiana thanks its affiliates, Ambassadors, board and committee
members, donors and others whose support contributes to the success of the Foundation.
CFA enhances the quality of life throughout south Louisiana’s greater Acadiana area, with
a special focus on Acadia, Evangeline, Iberia, Lafayette, St. Landry, St. Martin, St. Mary and
Vermilion parishes.
2014 Foundation Team
Raymond J. Hébert, President & CEO
Eric Guidry, Chief Operating Officer
Katie Lahey, Donor Services & Administrative Coordinator
Erin Winder, Communications & Development Director
Kate Ferry, Graphic Designer
Invest in the greater Acadiana community –
Join YOUR Community Foundation of Acadiana
Establish YOUR Named Charitable Savings Account
Become an Ambassador • Create a Legacy
Endeavor to win up to $500,000 while
supporting YOUR Community Foundation of
Acadiana and enhancing philanthropy in our
region. Visit www.AcadianaMegaRaffle.com
to learn more.
Contact Us
www.cfacadiana.org
1035 Camellia Blvd., Ste. 100, Lafayette, LA 70508
Phone: 337.769.4840
Fax: 337.769.4879
For More Information
www.facebook.com/CFAcadiana
www.facebook.com/IberiaParishFoundation
www.cfacadiana.org/StMary
We have made every attempt to acknowledge our 2013 activity accurately and completely.
Should there be any additions, errors, or omissions, please contact us at 337.769.4842.
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www.cfacadiana.org