LINCOLN HEALTH FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: LINCOLN HEALTH FOUNDATION (EIN 72-1335146)
Tax period: 2022-10-01 to 2023-09-30
Filed: 2024-08-14
IRS object ID: 202432279349100118
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-08-14T14:11:01-04:00	ReturnTs
Tax Period End	2023-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	721403835	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WOODARD & ASSOCIATES (APAC)	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1904 STUBBS AVENUE SUITE B	AddressLine1Txt
City	MONROE	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	71201	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	721335146	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LINCOLN HEALTH FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LINC	BusinessNameControlTxt
Phone	3182513226	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 2635	AddressLine1Txt
City	RUSTON	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	712732635	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NORMAN L HANES	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	3182513226	PhoneNum
Signature	2024-08-14	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DILLON DAVIS	PreparerPersonNm
PTIN	P03159225	PTIN
Phone	3183872672	PhoneNum
Preparation	2024-08-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,048,966	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$176,134	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$636,568	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$636,568	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$105,140	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$5,489,755	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$105,140	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$20,285	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$938,127	TotalRevAndExpnssAmt
Total Net Invst Incm	$741,708	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$99,329	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$21,750	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$10,875	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$10,875	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$169,429	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$116,429	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$53,000	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$14,322	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$14,322	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$14,400	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$7,200	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$7,200	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$45,735	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$18,533	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$28,112	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$364,965	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$153,037	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$113,509	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,526,670	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,526,670	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,891,635	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$153,037	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,640,179	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$953,508	ExcessRevenueOverExpensesAmt
Net Investment Income	$588,671	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$466,196	CashBOYAmt
Cash EOY	$456,136	CashEOYAmt
Cash EOYFMV	$456,136	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$318,992	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$592,830	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$592,830	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$8,968,794	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$8,655,369	USGovernmentObligationsEOYAmt
Corporate Stock BOY	$14,110,626	CorporateStockBOYAmt
Corporate Stock EOY	$15,478,951	CorporateStockEOYAmt
Other Investments BOY	$663,217	OtherInvestmentsBOYAmt
Other Investments EOY	$536,561	OtherInvestmentsEOYAmt
Total Assets BOY	$24,527,825	TotalAssetsBOYAmt
Total Assets EOY	$25,719,847	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,048,966	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$24,149,107	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$25,318,497	NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY	$378,718	DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY	$401,350	DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY	$24,527,825	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$25,719,847	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$24,527,825	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$25,719,847	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$24,527,825	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$953,508	ExcessRevenueOverExpensesAmt
Other Increases	$2,145,530	OtherIncreasesAmt
Subtotal	$25,719,847	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$25,719,847	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$5,489,755	GrossSalesPriceAmt
Cost Or Other Basis	$5,384,615	CostOrOtherBasisAmt
Gain Or Loss	$105,140	GainOrLossAmt
Gains Minus Excess Or Losses	$105,140	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$105,140	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$8,183	InvestmentIncomeExciseTaxAmt
Subtotal	$8,183	SubtotalAmt
Tax Based On Investment Income	$8,183	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$14,000	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$14,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$463	EsPenaltyAmt
Overpayment	$5,354	OverpaymentAmt
Applied To ES Tax	$5,354	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	HTTP://WWW.LINCOLNHEALTH.COM	WebsiteAddressTxt
Individual With Books	NORMAN L HANES	IndividualWithBooksNm
Phone	3182513226	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2635	AddressLine1Txt
City	RUSTON	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	71273	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
NANCY SMITH
188 LOBOLLY LANE	CHOUDRANT	LA	71227	BOARD MEMBER	000.00	$0	$0	$0
WILBERT ELLIS
PO BOX 787	GRAMBLING	LA	71245	ADVISORY BOA	000.00	$0	$0	$0
JAMES DAVISON
PO BOX 310	RUSTON	LA	71273	ADVISORY BOA	000.00	$0	$0	$0
SONYA CARDWELL
2959 HIGHWAY 33	RUSTON	LA	71270	BOARD MEMBER	000.00	$0	$0	$0
JO TATUM
2700 NORTHWOOD DRIVE	RUSTON	LA	71270	VICE CHAIR	000.00	$0	$0	$0
MARK TAYLOR
505 NORTH VIENNA ST	RUSTON	LA	71270	PRESIDENT	000.00	$0	$0	$0
WILLIE WASHINGTON
121 GOODLIFE STREET	GRAMBLING	LA	71245	BOARD MEMBER	000.00	$0	$0	$0
NORMAN L HANES
PO BOX 2635	RUSTON	LA	71273	CEO	000.00	$99,329	$0	$0
GERALD LONG
308 QUAIL LANE	RUSTON	LA	71270	BOARD MEMBER	000.00	$0	$0	$0
ELDRID HARDISON
2510 HILLSIDE DR	RUSTON	LA	71270	SECRETARY/TR	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$8,183	TaxBasedOnInvestmentIncomeAmt
Total Tax	$8,183	TotalTaxAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,640,179	ExpensesAndContributionsAmt
Qualifying Distributions	$1,640,179	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$489,667	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$818,051	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$922,329	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$505,481	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,739,551	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,475,079	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,640,179	QualifyingDistributionsAmt
Remaining Distri From Corpus	$1,640,179	RemainingDistriFromCorpusAmt
Total Corpus	$6,115,258	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$489,667	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$5,625,591	ExcessDistriCyovToNextYrAmt
Excess From Year4	$818,051	ExcessFromYear4Amt
Excess From Year3	$922,329	ExcessFromYear3Amt
Excess From Year2	$505,481	ExcessFromYear2Amt
Excess From Year1	$1,739,551	ExcessFromYear1Amt
Excess From Current Year	$1,640,179	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	LINCOLN HEALTH FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	NORMAN L HANES CEO	AddressLine1Txt
Address Line2	933 NORTH TRENTON ST	AddressLine2Txt
City	RUSTON	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	71270	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3182513226	RecipientPhoneNum
Recipient Email Address	NHANES@LINCOLNHEALTH.COM	RecipientEmailAddressTxt
Form And Info And Materials	SEE ATTACHED GRANT APPLICATION AND GUIDELINES. THE GRANT APPLICATION AND GUIDELINES ARE ALSO POSTED ON THE WEBSITE OF LINCOLN HEALTH FOUNDATION.	FormAndInfoAndMaterialsTxt
Submission Deadlines	SEE ATTACHED GRANT APPLICATION AND GUIDELINES.	SubmissionDeadlinesTxt
Restrictions On Awards	GRANTS ARE RESTRICTED TO PUBLIC (GOVERNMENTAL) AGENCIES OR ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE CLASSIFIED AS A PUBLIC CHARITY BY THE INTERNAL REVENUE CODE SECTION 509(A)1 OR 509(A)(2). THE ORGANIZATION HAS TO BE LOCATED OR HAVE PROGRAMS OPERATING IN LINCOLN PARISH OR HAVE PROPOSALS THAT WOULD HAVE A DIRECT IMPACT ON LINCOLN PARISH.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
LINCOLN PARISH HEALTH UNIT
405 E GEORGIA AVE	RUSTON	LA	71270	NONE	PUBLIC CHAR	CLERICAL POSITION 1	$32,893
LINCOLN PARISH HEALTH UNIT
405 E GEORGIA AVE	RUSTON	LA	71270	NONE	PUBLIC CHAR	CLERICAL UNIT 2	$35,526
LINCOLN PARISH SCHOOL BOARD
410 SOUTH FARMERVILLE ST	RUSTON	LA	71270	NONE	PUB CHAR	HEALS XIIV PROGRAM	$218,045
LOUISIANA TEC UNIVERSITY
305 WISTERIA STREET	RUSTON	LA	71272	NONE	PUBLIC CHAR	TECH	$8,510
LOUISIANA TECH UNIVERSITY
305 WISTERIA STREET	RUSTON	LA	71272	NONE	PUBLIC CHAR	GSU	$8,510
LPS
410 SOUTH FARMERVILLE ST	RUSTON	LA	71270	NONE	PUBLIC CHAR	FOOD BACK PACK PROG. YR. 7	$47,048
LOUISIANA TECH UNIVERSITY
305 WISTERIA STREET	RUSTON	LA	71272	NONE	PUBLIC CHAR	BULLDOG BOOK CLUB (21-22)	$15,028
LIFE CHOICES OF NORTH CENTRAL LA
211 WEST TEXAS AVENUE	RUSTON	LA	71270	NONE	PUBLIC CHAR	GGK YR. 13	$130,000
LIFE CHOICES OF NORTH CENTRAL LA
211 WEST TEXAS AVENEU	RUSTON	LA	71270	NONE	PUBLIC CHAR	MENTORING MOMS YR. 13	$66,000
SEEKER SPRINGS
1280 OKALOOSA ROAD	EROS	LA	71238	NONE	PUBLIC CHAR	TEAM UP YR. 12	$35,195
BOYS & GIRLS CLUB
1201 HUDSON LANE	MONROE	LA	71201	NONE	PUBLIC CHAR	SUMMER FEEDING 2023	$15,000
THE WELL OF NORTHEAST LOUSIANA
413 NORTH HOMER ST	RUSTON	LA	71270	NONE	PUBLIC CHAR	MENTAL HEALTH COUNESLING YR. 3	$12,225
ELISHA MINISTRIES
608 SOUTH TRENTON ST	RUSTON	LA	71271	NONE	PUBLIC CHAR	MEDICAL YR. 13	$28,000
FREEDON 13 MINISTRIES YR 1
1831 N TRENTON ST	RUSTON	LA	71270	NONE	PUBLIC CHAR	ED./INMATES	$19,690	SUITE 3
BOYS & GIRLS YR 12
1201 HUDSON LANE	MONROE	LA	71201	NONE	PUBLIC CHAR	YR. 12	$55,000
THE HEALTH HUT
310 W MISSISSIPPI AVE	RUSTON	LA	71270	NONE	PUBLIC CHAR	YR. 11	$800,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,526,670	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$636,568	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$105,140	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDesc	Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
OTHER INCOME-SETTLEMENT	$1,178
REFUND GRANTS PAID PRIOR YE	$19,107
MISC REVENUE

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$741,708	ExclusionAmt
Related Or Exempt Function Incm	$20,285	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$761,993	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	STURGIS CHARITABLE TRUST	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	2000 RICHMOND ROAD	AddressLine1Txt
City	TEXARKANA	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75503	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$176,134	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING & AUDITING FEES	CategoryTxt
Amt	$21,750	Amt
Net Investment Income	$10,875	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$10,875	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt
DOMESTIC EQUITY	$15,478,951
INTERNATIONAL EQUITY

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt
ALTERNATIVE INVESTMENTS	FMV	$536,561
MISC ASSETS

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVERTISING & PROMOTION	$9,580	$9,580
BANK FEES	$96	$48	$48
COMPUTERS & SOFTWARE	$2,000	$1,000	$1,000
DUES, SUBSCRIPTIONS, RESOURCE	$624	$312	$312
FOOD & MEALS	$2,198	$1,099	$1,099
INSURANCE	$24,695	$12,347	$12,348
POSTAGE, SHIPPING, DELIVERY	$24	$12	$12
PRINTING & COPYING	$3,600	$1,800	$1,800
TELEPHONE, TELECOMMUNICATIONS	$2,000	$1,000	$1,000
SUPPLIES	$8	$4	$4
WEBSITE EXPENSES	$910	$910	$910

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
OTHER INCOME-SETTLEMENT	$1,178
REFUND GRANTS PAID PRIOR YEAR	$19,107

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$2,145,530	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADMINISTRATION FEES	$116,429	$116,429
PROFESSIONAL FEES - OTHER	$5,000		$5,000
MEDICAL DIRECTOR FEES	$48,000		$48,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	TAXES-OTHER	CategoryTxt
Amt	$14,322	Amt
Disbursements Charitable Prps	$14,322	DisbursementsCharitablePrpsAmt

LINCOLN HEALTH FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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